Hc Financial Advisors Inc 13F 持仓 · 最近申报 2022年Q2
Hc Financial Advisors 在 2022年Q2(报告期截至 2022-06-30)的 SEC 13F 申报中报告了 348 只证券,申报市值合计 1.49 亿美元。前几大持仓:AAPL(5.36%)、V(3.95%)、TOTL(3.45%)。本季前 25 大持仓中:增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.0M | 5.36% | 58,578 | 增持 |
| 2 | V | VISA INC | $5.9M | 3.95% | 29,938 | 减持 |
| 3 | TOTL | SSGA ACTIVE ETF TR | $5.2M | 3.45% | 122,124 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $5.1M | 3.43% | 19,932 | 减持 |
| 5 | NFRA | FLEXSHARES TR | $5.1M | 3.43% | 99,194 | 增持 |
| 6 | BNL | BROADSTONE NET LEASE INC | $4.5M | 3.03% | 220,429 | 减持 |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | $4.4M | 2.93% | 20,858 | 减持 |
| 8 | HD | HOME DEPOT INC | $3.8M | 2.52% | 13,713 | 增持 |
| 9 | QDF | FLEXSHARES TR | $3.4M | 2.31% | 67,965 | 增持 |
| 10 | PFE | PFIZER INC | $3.3M | 2.20% | 62,620 | 减持 |
| 11 | DUK | DUKE ENERGY CORP NEW | $2.8M | 1.87% | 26,120 | 减持 |
| 12 | GOOG | ALPHABET INC | $2.7M | 1.80% | 1,231 | 减持 |
| 13 | PNC | PNC FINL SVCS GROUP INC | $2.7M | 1.80% | 17,069 | 减持 |
| 14 | DES | WISDOMTREE TR | $2.6M | 1.77% | 93,511 | 增持 |
| 15 | IQDF | FLEXSHARES TR | $2.6M | 1.76% | 128,632 | 增持 |
| 16 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.75% | 14,751 | 减持 |
| 17 | CAT | CATERPILLAR INC | $2.5M | 1.67% | 13,946 | 持平 |
| 18 | HON | HONEYWELL INTL INC | $2.5M | 1.67% | 14,322 | 减持 |
| 19 | AMGN | AMGEN INC | $2.5M | 1.65% | 10,104 | 减持 |
| 20 | USB | US BANCORP DEL | $2.5M | 1.64% | 53,337 | 减持 |
| 21 | NTRS | NORTHERN TR CORP | $2.4M | 1.63% | 25,206 | 减持 |
| 22 | FDX | FEDEX CORP | $2.4M | 1.61% | 10,629 | 减持 |
| 23 | BDX | BECTON DICKINSON & CO | $2.3M | 1.57% | 9,526 | 减持 |
| 24 | DIS | DISNEY WALT CO | $2.3M | 1.56% | 24,664 | 减持 |
| 25 | AMZN | AMAZON COM INC | $2.3M | 1.51% | 21,230 | 增持 |
来源:SEC 13F 申报文件 · 截至 2022-06-30
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