HBC Financial Services, PLLC 13F 持仓 · 最近申报 2024年Q4
HBC Financial Services, PLLC 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 199 只证券，申报市值合计 1.63 亿美元。前几大持仓：IWB（30.15%）、IJH（29.18%）、MUB（9.35%）。本季前 25 大持仓中：增持 8 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | iShares Russell 1000 ETF | $49.2M | 30.15% | 152,745 | 减持 |
| 2 | IJH | iShares Core S&P Mid-Cap ETF | $47.6M | 29.18% | 764,313 | 减持 |
| 3 | MUB | iShares National Muni Bond ETF | $15.3M | 9.35% | 143,173 | 增持 |
| 4 | AGG | iShares Core US Aggregate Bond ETF | $13.0M | 7.95% | 133,863 | 增持 |
| 5 | MSFT | Microsoft Corp | $6.8M | 4.14% | 16,041 | 增持 |
| 6 | SBUX | Starbucks Corp | $3.9M | 2.41% | 43,020 | 增持 |
| 7 | VB | Vanguard Small-Cap ETF | $3.5M | 2.14% | 14,544 | 减持 |
| 8 | AAPL | Apple Inc | $2.6M | 1.60% | 10,413 | 持平 |
| 9 | VTI | Vanguard Total Stock Market ETF | $2.4M | 1.48% | 8,309 | 减持 |
| 10 | VIG | Vanguard Dividend Appreciation ETF | $1.9M | 1.17% | 9,764 | 减持 |
| 11 | COST | Costco Wholesale Corp | $1.4M | 0.86% | 1,529 | 持平 |
| 12 | IVV | iShares Core S&P 500 ETF | $1.3M | 0.80% | 2,212 | 减持 |
| 13 | AMZN | Amazon.com Inc | $1.1M | 0.67% | 4,953 | 增持 |
| 14 | TSLA | Tesla Inc | $1.1M | 0.67% | 2,722 | 减持 |
| 15 | BRKB | Berkshire Hathaway Inc Class B | $751,000 | 0.46% | 1,658 | 持平 |
| 16 | BRK/A | Berkshire Hathaway Inc Class A | $680,000 | 0.42% | 1 | 持平 |
| 17 | TMO | Thermo Fisher Scientific Inc | $528,000 | 0.32% | 1,015 | 持平 |
| 18 | FNDE | Schwab US Dividend Equity ETF | $504,000 | 0.31% | 18,455 | 增持 |
| 19 | WMT | Walmart Inc | $498,000 | 0.31% | 5,500 | 持平 |
| 20 | LMT | Lockheed Martin Corp | $491,000 | 0.30% | 1,012 | 持平 |
| 21 | IWR | iShares Russell Mid-Cap ETF | $465,000 | 0.28% | 5,266 | 持平 |
| 22 | HD | The Home Depot Inc | $389,000 | 0.24% | 1,000 | 持平 |
| 23 | EFA | iShares MSCI EAFE ETF | $338,000 | 0.21% | 4,472 | 增持 |
| 24 | JPM | JPMorgan Chase & Co | $296,000 | 0.18% | 1,238 | 增持 |
| 25 | CB | Chubb Ltd | $276,000 | 0.17% | 1,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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