Householder Group Estate & Retirement Specialist, LLC 13F 持仓 · 最近申报 2024年Q4
Householder Group Estate & Retirement Specialist 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 601 只证券，申报市值合计 1.34 亿美元。前几大持仓：FSK（11.69%）、AMLP（10.58%）、AAPL（5.34%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FSK | FS KKR | $15.6M | 11.69% | 720,277 | 增持 |
| 2 | AMLP | ALPS ALERIAN | $14.2M | 10.58% | 293,861 | 减持 |
| 3 | AAPL | APPLE INC | $7.2M | 5.34% | 28,553 | 减持 |
| 4 | COST | COSTCO WHOLESALE | $5.6M | 4.22% | 6,160 | 减持 |
| 5 | DBRG | DIGITALBRIDGE GROUP | $5.6M | 4.17% | 494,697 | 减持 |
| 6 | AMZN | AMAZON COM | $3.8M | 2.86% | 17,463 | 减持 |
| 7 | NVDA | NVIDIA CORP | $3.8M | 2.82% | 28,071 | 减持 |
| 8 | SPTM | SPDR PORTFOLIO | $3.0M | 2.22% | 41,519 | 减持 |
| 9 | COWZ | PACER US | $2.6M | 1.98% | 46,871 | 增持 |
| 10 | SPYG | SPDR PORTFOLIO | $2.6M | 1.97% | 29,995 | 减持 |
| 11 | QQQ | INVESCO QQQ | $2.6M | 1.94% | 5,070 | 减持 |
| 12 | LMBS | FIRST TRUST | $2.3M | 1.72% | 47,220 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $2.1M | 1.58% | 5,019 | 减持 |
| 14 | ILPT | INDUSTRIAL LOGISTICS | $1.9M | 1.45% | 530,284 | 减持 |
| 15 | XLV | SECTOR HEALTHCARE | $1.7M | 1.27% | 12,400 | 减持 |
| 16 | WTAI | WISDOMTREE TR | $1.6M | 1.23% | 74,896 | 增持 |
| 17 | FTC | FIRST TRUST | $1.4M | 1.04% | 10,049 | 增持 |
| 18 | FTAI | FTAI AVIATION | $1.3M | 0.98% | 9,067 | 增持 |
| 19 | FVD | FIRST TRUST | $1.2M | 0.93% | 28,630 | 减持 |
| 20 | BUFR | FIRST TRUST | $1.2M | 0.92% | 40,501 | 减持 |
| 21 | UCON | FIRST TRUST | $1.2M | 0.87% | 47,424 | 增持 |
| 22 | JEPQ | JP MORGAN | $1.1M | 0.84% | 19,882 | 减持 |
| 23 | ABBV | ABBVIE INC | $1.1M | 0.82% | 6,169 | 减持 |
| 24 | KNG | FIRST TRUST | $1.1M | 0.82% | 21,742 | 减持 |
| 25 | XLK | SECTOR TECHNOLOGY | $1.1M | 0.79% | 4,526 | 减持 |
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