HYA Advisors, Inc 13F 持仓 · 最近申报 2022年Q2
HYA Advisors 在 2022年Q2(报告期截至 2022-06-30)的 SEC 13F 申报中报告了 143 只证券,申报市值合计 2.55 亿美元。前几大持仓:ORLY(6.78%)、JKHY(6.62%)、ITOT(6.17%)。本季前 25 大持仓中:新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTOMOTIVE INC COM | $17.3M | 6.78% | 27,369 | 增持 |
| 2 | JKHY | HENRY JACK & ASSOC INC COM | $16.9M | 6.62% | 93,843 | 增持 |
| 3 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $15.7M | 6.17% | 187,971 | 减持 |
| 4 | AVUS | AVANTIS U.S. EQUITY ETF | $11.9M | 4.68% | 183,662 | 增持 |
| 5 | EFV | ISHARES MSCI EAFE VALUE ETF | $9.3M | 3.65% | 214,770 | 减持 |
| 6 | QQQ | INVESCO QQQ TRUST | $9.2M | 3.61% | 32,826 | 增持 |
| 7 | IJH | ISHARES S&P MIDCAP FUND | $6.6M | 2.57% | 28,989 | 增持 |
| 8 | FHN | FIRST HORIZON CORPORATION COM | $6.2M | 2.44% | 284,868 | 增持 |
| 9 | IJR | ISHARES S&P SMALL-CAP FUND | $6.1M | 2.38% | 65,797 | 减持 |
| 10 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $6.0M | 2.36% | 126,390 | 增持 |
| 11 | AAPL | APPLE INC COM | $5.7M | 2.23% | 41,552 | 减持 |
| 12 | SPIP | SPDR PORTFOLIO TIPS ETF | $5.5M | 2.14% | 198,773 | 增持 |
| 13 | VOE | VANGUARD MID-CAP VALUE INDEX FUND | $5.4M | 2.10% | 41,425 | 增持 |
| 14 | EFG | ISHARES MSCI EAFE GROWTH ETF | $5.2M | 2.05% | 64,899 | 减持 |
| 15 | IUSV | ISHARES CORE S&P U.S. VALUE ETF | $5.2M | 2.04% | 77,845 | 减持 |
| 16 | IEFA | ISHARES CORE MSCI EAFE ETF | $5.2M | 2.03% | 87,945 | 增持 |
| 17 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $4.9M | 1.94% | 48,602 | 增持 |
| 18 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $4.8M | 1.86% | 67,754 | 减持 |
| 19 | EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $4.6M | 1.81% | 83,178 | 新建仓 |
| 20 | TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $4.2M | 1.65% | 35,113 | 增持 |
| 21 | SMBC | SOUTHERN MO BANCORP INC COM | $4.1M | 1.60% | 90,241 | 增持 |
| 22 | IVV | ISHARES CORE S&P 500 ETF | $3.9M | 1.55% | 10,412 | 增持 |
| 23 | VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $3.7M | 1.44% | 40,581 | 减持 |
| 24 | WMT | WALMART INC COM | $3.3M | 1.31% | 27,389 | 增持 |
| 25 | INTU | INTUIT COM | $3.3M | 1.30% | 8,628 | 减持 |
来源:SEC 13F 申报文件 · 截至 2022-06-30
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