Gupta Wealth Management LLC 13F 持仓 · 最近申报 2016年Q1
Gupta Wealth Management 在 2016年Q1（报告期截至 2016-03-31）的 SEC 13F 申报中报告了 1,170 只证券，申报市值合计 4.27 亿美元。前几大持仓：TLT（4.98%）、LQD（4.75%）、AAPL（3.83%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | $21.3M | 4.98% | 162,728 | 增持 |
| 2 | LQD | ISHARES TR | $20.3M | 4.75% | 170,642 | 增持 |
| 3 | AAPL | APPLE INC | $16.4M | 3.83% | 150,072 | 增持 |
| 4 | VIG | VANGUARD SPECIALIZED PORTFOL | $16.3M | 3.81% | 200,190 | 增持 |
| 5 | IEF | ISHARES TR | $13.3M | 3.13% | 120,940 | 增持 |
| 6 | MGK | VANGUARD WORLD FD | $12.9M | 3.02% | 155,140 | 增持 |
| 7 | VOE | VANGUARD INDEX FDS | $12.0M | 2.81% | 137,843 | 增持 |
| 8 | BA | BOEING CO | $8.7M | 2.03% | 68,379 | 增持 |
| 9 | VGLT | VANGUARD SCOTTSDALE FDS | $6.9M | 1.61% | 85,265 | 减持 |
| 10 | DES | WISDOMTREE TR | $5.9M | 1.39% | 86,455 | 减持 |
| 11 | DOL | WISDOMTREE TR | $5.5M | 1.30% | 132,350 | 增持 |
| 12 | INTC | INTEL CORP | $5.4M | 1.27% | 167,468 | 增持 |
| 13 | LLY | LILLY ELI & CO | $5.3M | 1.25% | 73,802 | 减持 |
| 14 | HD | HOME DEPOT INC | $5.0M | 1.16% | 37,126 | 增持 |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | $4.9M | 1.15% | 73,810 | 减持 |
| 16 | GLD | SPDR GOLD TRUST | $4.9M | 1.14% | 41,521 | 减持 |
| 17 | SGOL | ETFS GOLD TR | $4.9M | 1.14% | 40,531 | 增持 |
| 18 | SPY | SPDR S&P 500 ETF TR | $4.8M | 1.12% | 23,291 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $4.5M | 1.05% | 81,269 | 增持 |
| 20 | KRE | SPDR SERIES TRUST | $4.3M | 1.00% | 113,736 | 减持 |
| 21 | ITW | ILLINOIS TOOL WKS INC | $4.2M | 0.98% | 40,999 | 减持 |
| 22 | O | REALTY INCOME CORP | $4.2M | 0.98% | 66,593 | 增持 |
| 23 | CL | COLGATE PALMOLIVE CO | $3.8M | 0.89% | 53,891 | 增持 |
| 24 | IAU | ISHARES GOLD TRUST | $3.8M | 0.89% | 319,175 | 增持 |
| 25 | VTI | VANGUARD INDEX FDS | $3.8M | 0.88% | 35,873 | 增持 |
来源：SEC 13F 申报文件 · 截至 2016-03-31
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