Hefty Wealth Partners 13F 持仓 · 最近申报 2018年Q1
Hefty Wealth Partners 在 2018年Q1（报告期截至 2018-03-31）的 SEC 13F 申报中报告了 239 只证券，申报市值合计 1.55 亿美元。前几大持仓：ITOT（6.16%）、XMLV（4.53%）、URTH（4.20%）。本季前 25 大持仓中：新建仓 3 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | iShares ETFs/USA | $9.6M | 6.16% | 158,264 | 减持 |
| 2 | XMLV | PowerShares ETFs/USA | $7.0M | 4.53% | 156,951 | 增持 |
| 3 | URTH | iShares ETFs/USA | $6.5M | 4.20% | 74,863 | 增持 |
| 4 | IUSB | iShares ETFs/USA | $5.4M | 3.51% | 109,013 | 增持 |
| 5 | GSLC | Goldman Sachs ETF Trust | $4.2M | 2.69% | 78,327 | 增持 |
| 6 | XSLV | PowerShares ETFs/USA | $3.5M | 2.25% | 77,750 | 增持 |
| 7 | IVV | iShares ETFs/USA | $3.4M | 2.19% | 12,822 | 增持 |
| 8 | SHY | iShares ETFs/USA | $3.4M | 2.17% | 40,301 | 减持 |
| 9 | SDY | State Street ETF/USA | $3.4M | 2.16% | 36,745 | 减持 |
| 10 | VO | Vanguard ETF/USA | $3.2M | 2.05% | 20,687 | 减持 |
| 11 | USMV | iShares ETFs/USA | $3.2M | 2.04% | 61,009 | 增持 |
| 12 | FLOT | iShares ETFs/USA | $3.1M | 2.00% | 61,044 | 增持 |
| 13 | VV | Vanguard ETF/USA | $3.1M | 2.00% | 25,644 | 增持 |
| 14 | XLB | State Street ETF/USA | $3.0M | 1.90% | 51,841 | 减持 |
| 15 | XLF | State Street ETF/USA | $2.9M | 1.85% | 104,091 | 新建仓 |
| 16 | MUB | iShares ETFs/USA | $2.9M | 1.84% | 26,235 | 增持 |
| 17 | SHM | State Street ETF/USA | $2.8M | 1.83% | 59,560 | 减持 |
| 18 | IDV | iShares ETFs/USA | $2.8M | 1.82% | 85,631 | 增持 |
| 19 | VYM | Vanguard ETF/USA | $2.6M | 1.68% | 31,538 | 增持 |
| 20 | ITM | VanEck Vectors ETFs/USA | $2.5M | 1.63% | 107,620 | 减持 |
| 21 | XLV | State Street ETF/USA | $2.5M | 1.61% | 30,617 | 新建仓 |
| 22 | TFI | State Street ETF/USA | $2.4M | 1.53% | 49,574 | 减持 |
| 23 | TOTL | State Street ETF/USA | $2.4M | 1.53% | 49,407 | 增持 |
| 24 | XLE | State Street ETF/USA | $2.4M | 1.53% | 35,172 | 新建仓 |
| 25 | LVHD | Legg Mason ETF Investment Trus | $2.3M | 1.51% | 79,303 | 增持 |
来源：SEC 13F 申报文件 · 截至 2018-03-31
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