Heron Financial Group, LLC 13F 持仓 · 最近申报 2023年Q2
Heron Financial Group 在 2023年Q2（报告期截至 2023-06-30）的 SEC 13F 申报中报告了 142 只证券，申报市值合计 1.86 亿美元。前几大持仓：VUG（5.53%）、VOO（5.35%）、EFAV（4.64%）。本季前 25 大持仓中：增持 6 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $10.3M | 5.53% | 36,268 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $9.9M | 5.35% | 24,355 | 减持 |
| 3 | EFAV | ISHARES TR | $8.6M | 4.64% | 127,460 | 减持 |
| 4 | IWR | ISHARES TR | $8.3M | 4.47% | 113,546 | 减持 |
| 5 | IWP | ISHARES TR | $8.2M | 4.42% | 84,868 | 减持 |
| 6 | IJJ | ISHARES TR | $8.0M | 4.29% | 74,264 | 减持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $7.1M | 3.81% | 66,684 | 增持 |
| 8 | IWO | ISHARES TR | $7.0M | 3.75% | 28,691 | 减持 |
| 9 | VB | VANGUARD INDEX FDS | $6.7M | 3.61% | 33,700 | 减持 |
| 10 | IWN | ISHARES TR | $6.3M | 3.38% | 44,534 | 减持 |
| 11 | AAPL | APPLE INC | $5.0M | 2.72% | 25,979 | 减持 |
| 12 | IWV | ISHARES TR | $4.2M | 2.26% | 16,453 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $2.9M | 1.56% | 8,501 | 减持 |
| 14 | JPEM | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.41% | 51,843 | 增持 |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $2.6M | 1.41% | 5,006 | 持平 |
| 16 | PGX | INVESCO EXCH TRADED FD TR II | $2.2M | 1.20% | 195,358 | 减持 |
| 17 | MS | MORGAN STANLEY | $2.2M | 1.17% | 25,449 | 增持 |
| 18 | COWZ | PACER FDS TR | $2.0M | 1.10% | 42,606 | 减持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.0M | 1.08% | 5,899 | 减持 |
| 20 | ITW | ILLINOIS TOOL WKS INC | $2.0M | 1.07% | 7,926 | 持平 |
| 21 | LYB | LYONDELLBASELL INDUSTRIES N | $2.0M | 1.07% | 21,593 | 增持 |
| 22 | TMUS | T-MOBILE US INC | $2.0M | 1.06% | 14,163 | 增持 |
| 23 | AON | AON PLC | $1.9M | 1.04% | 5,583 | 增持 |
| 24 | XOM | EXXON MOBIL CORP | $1.8M | 0.97% | 16,762 | 减持 |
| 25 | JPM | JPMORGAN CHASE & CO | $1.7M | 0.91% | 11,638 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-06-30
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