Integer Wealth Advisors Group LLC 13F 持仓 · 最近申报 2021年Q1
Integer Wealth Advisors Group 在 2021年Q1(报告期截至 2021-03-31)的 SEC 13F 申报中报告了 81 只证券,申报市值合计 1.84 亿美元。前几大持仓:IWF(9.57%)、AGG(7.14%)、AAPL(5.97%)。本季前 25 大持仓中:增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $17.6M | 9.57% | 68,434 | 增持 |
| 2 | AGG | ISHARES TR | $13.1M | 7.14% | 114,855 | 增持 |
| 3 | AAPL | APPLE INC | $11.0M | 5.97% | 82,413 | 减持 |
| 4 | SHY | ISHARES TR | $9.4M | 5.11% | 108,730 | 增持 |
| 5 | IWV | ISHARES TR | $9.1M | 4.96% | 37,036 | 减持 |
| 6 | IVV | ISHARES TR | $8.5M | 4.61% | 20,479 | 增持 |
| 7 | IVE | ISHARES TR | $8.3M | 4.52% | 57,659 | 增持 |
| 8 | IWD | ISHARES TR | $6.7M | 3.66% | 43,359 | 减持 |
| 9 | IEFA | ISHARES TR | $6.6M | 3.60% | 89,015 | 增持 |
| 10 | IJH | ISHARES TR | $5.2M | 2.86% | 19,697 | 减持 |
| 11 | IJK | ISHARES TR | $5.0M | 2.74% | 62,633 | 减持 |
| 12 | IVW | ISHARES TR | $5.0M | 2.74% | 73,040 | 减持 |
| 13 | IYR | ISHARES TR | $4.8M | 2.64% | 51,500 | 增持 |
| 14 | IJR | ISHARES TR | $4.5M | 2.45% | 41,148 | 增持 |
| 15 | XLK | SELECT SECTOR SPDR TR | $4.3M | 2.32% | 30,008 | 减持 |
| 16 | SPY | SPDR S&P 500 ETF TR | $3.9M | 2.13% | 9,524 | 减持 |
| 17 | IJT | ISHARES TR | $3.9M | 2.10% | 29,758 | 减持 |
| 18 | IWM | ISHARES TR | $3.7M | 1.99% | 16,453 | 减持 |
| 19 | OEF | ISHARES TR | $3.0M | 1.66% | 16,209 | 减持 |
| 20 | IEMG | ISHARES INC | $3.0M | 1.65% | 46,732 | 增持 |
| 21 | XLV | SELECT SECTOR SPDR TR | $2.6M | 1.41% | 21,884 | 减持 |
| 22 | XLF | SELECT SECTOR SPDR TR | $2.5M | 1.37% | 71,315 | 增持 |
| 23 | QQQ | INVESCO QQQ TR | $2.5M | 1.36% | 7,418 | 减持 |
| 24 | IJJ | ISHARES TR | $2.4M | 1.33% | 23,394 | 增持 |
| 25 | AMZN | AMAZON COM INC | $2.2M | 1.21% | 659 | 增持 |
来源:SEC 13F 申报文件 · 截至 2021-03-31
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