Hall Private Wealth Advisors 13F 持仓 · 最近申报 2023年Q3
Hall Private Wealth Advisors 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 1.49 亿美元。前几大持仓：AAPL（11.96%）、CWB（11.79%）、DLR（8.48%）。本季前 25 大持仓中：增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $17.8M | 11.96% | 103,933 | 增持 |
| 2 | CWB | SPDR SER TR | $17.5M | 11.79% | 258,653 | 增持 |
| 3 | DLR | DIGITAL RLTY TR INC | $12.6M | 8.48% | 104,297 | 增持 |
| 4 | VGT | VANGUARD WORLD FDS | $10.5M | 7.07% | 25,367 | 减持 |
| 5 | AMZN | AMAZON COM INC | $10.5M | 7.03% | 82,285 | 增持 |
| 6 | COST | COSTCO WHSL CORP NEW | $9.4M | 6.30% | 16,589 | 增持 |
| 7 | IRM | IRON MTN INC DEL | $8.2M | 5.48% | 137,107 | 减持 |
| 8 | K | KELLANOVA | $7.4M | 4.98% | 124,580 | 增持 |
| 9 | VTV | VANGUARD INDEX FDS | $6.5M | 4.38% | 47,293 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $6.2M | 4.19% | 19,743 | 减持 |
| 11 | IHI | ISHARES TR | $5.4M | 3.63% | 111,453 | 减持 |
| 12 | F | FORD MTR CO DEL | $4.7M | 3.15% | 377,831 | 增持 |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $4.4M | 2.94% | 57,494 | 增持 |
| 14 | QQQ | INVESCO QQQ TR | $4.3M | 2.91% | 12,086 | 增持 |
| 15 | VZ | VERIZON COMMUNICATIONS INC | $2.6M | 1.78% | 81,652 | 减持 |
| 16 | NAC | NUVEEN CA QUALTY MUN INCOME | $2.2M | 1.51% | 232,655 | 增持 |
| 17 | GSL | GLOBAL SHIP LEASE INC NEW | $2.2M | 1.50% | 121,456 | 减持 |
| 18 | MDT | MEDTRONIC PLC | $2.0M | 1.36% | 25,866 | 减持 |
| 19 | TLRY | TILRAY BRANDS INC | $1.9M | 1.26% | 786,013 | 减持 |
| 20 | QCOM | QUALCOMM INC | $1.3M | 0.88% | 11,792 | 减持 |
| 21 | DIA | SPDR DOW JONES INDL AVERAGE | $1.3M | 0.87% | 3,857 | 减持 |
| 22 | INTC | INTEL CORP | $1.1M | 0.71% | 29,586 | 减持 |
| 23 | ICVT | ISHARES TR | $1.0M | 0.70% | 14,033 | 持平 |
| 24 | XIFR | NEXTERA ENERGY PARTNERS LP | $1.0M | 0.69% | 34,485 | 减持 |
| 25 | VIGI | VANGUARD WHITEHALL FDS | $907,032 | 0.61% | 12,716 | 减持 |
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