High Pines Wealth Management, LLC 13F 持仓 · 最近申报 2023年Q4
High Pines Wealth Management 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 6,559.39 万美元。前几大持仓：VONG（16.04%）、VEA（14.25%）、VOO（13.30%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $10.5M | 16.04% | 134,841 | 减持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $9.3M | 14.25% | 195,121 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $8.7M | 13.30% | 19,978 | 减持 |
| 4 | VTV | VANGUARD INDEX FDS | $8.2M | 12.56% | 55,113 | 减持 |
| 5 | VO | VANGUARD INDEX FDS | $5.7M | 8.75% | 24,671 | 增持 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $3.9M | 5.92% | 50,222 | 减持 |
| 7 | BND | VANGUARD BD INDEX FDS | $3.4M | 5.19% | 46,257 | 减持 |
| 8 | VTEB | VANGUARD MUN BD FDS | $2.1M | 3.22% | 41,325 | 减持 |
| 9 | AAPL | APPLE INC | $1.6M | 2.50% | 8,506 | 增持 |
| 10 | IJR | ISHARES TR | $1.4M | 2.16% | 13,080 | 减持 |
| 11 | TJX | TJX COS INC NEW | $909,844 | 1.39% | 9,699 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $845,757 | 1.29% | 2,249 | 减持 |
| 13 | NVDA | NVIDIA CORPORATION | $806,524 | 1.23% | 1,629 | 增持 |
| 14 | AMZN | AMAZON COM INC | $797,435 | 1.22% | 5,248 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $721,306 | 1.10% | 4,240 | 增持 |
| 16 | META | META PLATFORMS INC | $674,097 | 1.03% | 1,904 | 增持 |
| 17 | GOOG | ALPHABET INC | $650,950 | 0.99% | 4,619 | 增持 |
| 18 | V | VISA INC | $574,394 | 0.88% | 2,206 | 增持 |
| 19 | ADBE | ADOBE INC | $503,242 | 0.77% | 844 | 减持 |
| 20 | SBUX | STARBUCKS CORP | $472,626 | 0.72% | 4,923 | 增持 |
| 21 | UNH | UNITEDHEALTH GROUP INC | $472,491 | 0.72% | 897 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $461,697 | 0.70% | 1,295 | 增持 |
| 23 | HD | HOME DEPOT INC | $452,090 | 0.69% | 1,305 | 增持 |
| 24 | DIS | DISNEY WALT CO | $437,816 | 0.67% | 4,849 | 增持 |
| 25 | ISRG | INTUITIVE SURGICAL INC | $378,611 | 0.58% | 1,122 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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