Institutional & Family Asset Management, LLC 13F 持仓 · 最近申报 2024年Q2
Institutional & Family Asset Management 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 743 只证券，申报市值合计 6.54 亿美元。前几大持仓：IEFA（6.93%）、VOO（6.52%）、CCOR（5.88%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $45.3M | 6.93% | 623,967 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $42.7M | 6.52% | 85,340 | 增持 |
| 3 | CCOR | LISTED FD TR | $38.5M | 5.88% | 1.5M | 减持 |
| 4 | SPY | SPDR S&P 500 ETF TR | $36.7M | 5.61% | 421,328 | 减持 |
| 5 | VYM | VANGUARD WHITEHALL FDS | $22.6M | 3.45% | 190,211 | 减持 |
| 6 | IEF | ISHARES TR | $17.6M | 2.69% | 187,669 | 增持 |
| 7 | IEMG | ISHARES INC | $14.7M | 2.25% | 274,953 | 减持 |
| 8 | IWM | ISHARES TR | $13.4M | 2.05% | 65,995 | 增持 |
| 9 | IVV | ISHARES TR | $11.2M | 1.71% | 20,413 | 减持 |
| 10 | GLD | SPDR GOLD TR | $11.1M | 1.69% | 51,562 | 增持 |
| 11 | AAPL | APPLE INC | $10.6M | 1.62% | 50,422 | 增持 |
| 12 | EFA | ISHARES TR | $10.1M | 1.55% | 129,338 | 增持 |
| 13 | PAA | PLAINS ALL AMERN PIPELINE L | $10.1M | 1.55% | 568,257 | 增持 |
| 14 | VB | VANGUARD INDEX FDS | $10.1M | 1.55% | 46,469 | 增持 |
| 15 | IYR | ISHARES TR | $10.1M | 1.54% | 114,844 | 增持 |
| 16 | XOM | EXXON MOBIL CORP | $10.0M | 1.53% | 87,160 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $8.2M | 1.25% | 18,264 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $7.4M | 1.13% | 36,563 | 减持 |
| 19 | WFC | WELLS FARGO CO NEW | $7.2M | 1.10% | 135,774 | 减持 |
| 20 | LQD | ISHARES TR | $6.8M | 1.03% | 63,214 | 增持 |
| 21 | LLY | ELI LILLY & CO | $5.9M | 0.90% | 6,502 | 减持 |
| 22 | AMGN | AMGEN INC | $5.8M | 0.89% | 18,674 | 减持 |
| 23 | ELV | ELEVANCE HEALTH INC | $5.8M | 0.89% | 10,766 | 减持 |
| 24 | MRK | MERCK & CO INC | $5.8M | 0.88% | 46,620 | 减持 |
| 25 | NEE | NEXTERA ENERGY INC | $5.5M | 0.84% | 77,622 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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