Goodwin Daniel L 13F 持仓 · 最近申报 2023年Q3
Goodwin Daniel L 在 2023年Q3(报告期截至 2023-09-30)的 SEC 13F 申报中报告了 94 只证券,申报市值合计 2.07 亿美元。前几大持仓:KRG(53.17%)、SPY(5.20%)、GOOG(2.69%)。本季前 25 大持仓中:增持 11 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KRG | KITE RLTY GROUP TR | $110.0M | 53.17% | 5.1M | 持平 |
| 2 | SPY | SPDR S&P 500 ETF TR | $10.8M | 5.20% | 25,168 | 增持 |
| 3 | GOOG | ALPHABET INC | $5.6M | 2.69% | 42,220 | 增持 |
| 4 | UNH | UNITEDHEALTH GROUP INC | $5.1M | 2.48% | 10,180 | 持平 |
| 5 | AMZN | AMAZON COM INC | $4.4M | 2.13% | 34,655 | 增持 |
| 6 | JPM | JPMORGAN CHASE & CO | $4.0M | 1.92% | 27,450 | 减持 |
| 7 | MPC | MARATHON PETE CORP | $3.8M | 1.82% | 24,900 | 持平 |
| 8 | MSFT | MICROSOFT CORP | $3.1M | 1.48% | 9,696 | 增持 |
| 9 | DIA | SPDR DOW JONES INDL AVERAGE | $3.0M | 1.45% | 8,929 | 增持 |
| 10 | NVG | NUVEEN AMT FREE MUN CR INC F | $2.7M | 1.29% | 257,983 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $2.4M | 1.17% | 5,580 | 增持 |
| 12 | PANW | PALO ALTO NETWORKS INC | $2.4M | 1.16% | 10,255 | 持平 |
| 13 | AAPL | APPLE INC | $2.3M | 1.12% | 13,496 | 减持 |
| 14 | GS | GOLDMAN SACHS GROUP INC | $2.2M | 1.04% | 6,650 | 增持 |
| 15 | QCOM | QUALCOMM INC | $2.1M | 1.01% | 18,723 | 减持 |
| 16 | QQQ | INVESCO QQQ TR | $2.1M | 1.00% | 5,775 | 增持 |
| 17 | BAC-PL | BANK AMERICA CORP | $1.8M | 0.88% | 1,637 | 持平 |
| 18 | MS | MORGAN STANLEY | $1.8M | 0.87% | 22,000 | 持平 |
| 19 | GHI | GREYSTONE HOUSING IMPACT INV | $1.6M | 0.78% | 104,442 | 增持 |
| 20 | NEA | NUVEEN AMT FREE QLTY MUN INCME | $1.5M | 0.73% | 156,332 | 持平 |
| 21 | NZF | NUVEEN MUNICIPAL CREDIT INC | $1.3M | 0.62% | 122,658 | 增持 |
| 22 | NAD | NUVEEN QUALITY MUNCP INCOME | $1.3M | 0.61% | 124,240 | 减持 |
| 23 | IIM | INVESCO VALUE MUN INCOME TR | $1.2M | 0.57% | 114,187 | 持平 |
| 24 | IVT | INVENTRUST PPTYS CORP | $1.1M | 0.53% | 45,968 | 持平 |
| 25 | MHD | BLACKROCK MUNIHOLDINGS FD IN | $1.0M | 0.49% | 99,055 | 持平 |
来源:SEC 13F 申报文件 · 截至 2023-09-30
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