Gitterman Wealth Management, LLC 13F 持仓 · 最近申报 2025年Q3
Gitterman Wealth Management 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 128 只证券，申报市值合计 4.36 亿美元。前几大持仓：VGIT（19.27%）、VOO（13.66%）、QLTY（13.46%）。本季前 25 大持仓中：增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $84.1M | 19.27% | 1.4M | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $59.6M | 13.66% | 97,320 | 减持 |
| 3 | QLTY | 2023 ETF SERIES TRUST II | $58.7M | 13.46% | 1.6M | 减持 |
| 4 | BIL | SPDR SERIES TRUST | $39.0M | 8.93% | 424,957 | 增持 |
| 5 | GRID | FIRST TR EXCHANGE TRADED FD | $36.4M | 8.35% | 241,144 | 减持 |
| 6 | GLD | SPDR GOLD TR | $27.8M | 6.37% | 78,262 | 减持 |
| 7 | PHO | INVESCO EXCHANGE TRADED FD T | $26.6M | 6.10% | 368,922 | 减持 |
| 8 | HEFA | ISHARES TR | $17.5M | 4.02% | 442,646 | 增持 |
| 9 | AAPL | APPLE INC | $9.2M | 2.11% | 36,222 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $6.9M | 1.58% | 13,290 | 增持 |
| 11 | VTI | VANGUARD INDEX FDS | $5.3M | 1.22% | 16,194 | 减持 |
| 12 | IVV | ISHARES TR | $4.9M | 1.13% | 7,351 | 减持 |
| 13 | JNJ | JOHNSON & JOHNSON | $2.6M | 0.59% | 13,905 | 减持 |
| 14 | GOOGL | ALPHABET INC | $2.4M | 0.54% | 9,763 | 增持 |
| 15 | NEE | NEXTERA ENERGY INC | $2.2M | 0.50% | 28,917 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $1.5M | 0.35% | 8,214 | 增持 |
| 17 | GOOG | ALPHABET INC | $1.5M | 0.34% | 6,025 | 增持 |
| 18 | NOC | NORTHROP GRUMMAN CORP | $1.1M | 0.26% | 1,860 | 持平 |
| 19 | AMZN | AMAZON COM INC | $1.1M | 0.25% | 4,921 | 增持 |
| 20 | VLTO | VERALTO CORP | $1.1M | 0.25% | 10,096 | 增持 |
| 21 | XOM | EXXON MOBIL CORP | $1.1M | 0.25% | 9,855 | 增持 |
| 22 | XYL | XYLEM INC | $1.0M | 0.24% | 6,991 | 增持 |
| 23 | IWF | ISHARES TR | $988,814 | 0.23% | 2,111 | 持平 |
| 24 | TTEK | TETRA TECH INC NEW | $1.0M | 0.23% | 30,211 | 增持 |
| 25 | UNH | UNITEDHEALTH GROUP INC | $1.0M | 0.23% | 2,909 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR