Huber Financial Advisors, LLC 13F 持仓 · 最近申报 2020年Q1
Huber Financial Advisors 在 2020年Q1（报告期截至 2020-03-31）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 2.67 亿美元。前几大持仓：BNDX（17.33%）、DGRW（15.76%）、MTUM（15.66%）。本季前 25 大持仓中：增持 18 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | $46.3M | 17.33% | 822,462 | 增持 |
| 2 | DGRW | WISDOMTREE TR | $42.1M | 15.76% | 1.1M | 增持 |
| 3 | MTUM | ISHARES TR | $41.8M | 15.66% | 392,510 | 增持 |
| 4 | EMLP | FIRST TR EXCHANGE-TRADED FD | $13.7M | 5.14% | 771,430 | 增持 |
| 5 | EES | WISDOMTREE TR | $12.5M | 4.66% | 557,723 | 增持 |
| 6 | VLUE | ISHARES TR | $7.0M | 2.64% | 111,860 | 增持 |
| 7 | SCHF | SCHWAB STRATEGIC TR | $6.8M | 2.53% | 261,838 | 增持 |
| 8 | AAPL | APPLE INC | $5.8M | 2.19% | 22,997 | 增持 |
| 9 | AGGY | WISDOMTREE TR | $5.7M | 2.14% | 110,698 | 增持 |
| 10 | VEA | VANGUARD TAX-MANAGED INTL FD | $5.3M | 1.99% | 159,680 | 减持 |
| 11 | FNDE | SCHWAB STRATEGIC TR | $4.3M | 1.63% | 211,027 | 增持 |
| 12 | FNDA | SCHWAB STRATEGIC TR | $4.1M | 1.55% | 159,538 | 增持 |
| 13 | DDWM | WISDOMTREE TR | $3.7M | 1.38% | 161,604 | 增持 |
| 14 | LFUS | LITTELFUSE INC | $2.7M | 1.03% | 20,596 | 持平 |
| 15 | MSFT | MICROSOFT CORP | $2.7M | 1.01% | 17,101 | 减持 |
| 16 | INTF | ISHARES TR | $2.5M | 0.93% | 122,131 | 增持 |
| 17 | NAD | NUVEEN QUALITY MUNCP INCOME | $2.5M | 0.92% | 178,896 | 持平 |
| 18 | NEA | NUVEEN AMT FREE QLTY MUN INC | $2.2M | 0.84% | 165,410 | 增持 |
| 19 | REET | ISHARES TR | $2.0M | 0.75% | 105,204 | 增持 |
| 20 | TOTL | SSGA ACTIVE ETF TR | $1.9M | 0.70% | 39,094 | 减持 |
| 21 | VTI | VANGUARD INDEX FDS | $1.6M | 0.59% | 12,230 | 减持 |
| 22 | SCHB | SCHWAB STRATEGIC TR | $1.5M | 0.58% | 25,435 | 增持 |
| 23 | SCHE | SCHWAB STRATEGIC TR | $1.5M | 0.55% | 71,545 | 增持 |
| 24 | AON | AON PLC | $1.4M | 0.52% | 8,491 | 持平 |
| 25 | NZF | NUVEEN MUNICIPAL CREDIT INC | $1.4M | 0.52% | 98,459 | 增持 |
来源：SEC 13F 申报文件 · 截至 2020-03-31
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