Janiczek Wealth Management, LLC 13F 持仓 · 最近申报 2024年Q2
Janiczek Wealth Management 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 1,090 只证券，申报市值合计 4.77 亿美元。前几大持仓：IVV（13.39%）、AVDE（8.38%）、AGG（7.43%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $63.9M | 13.39% | 116,751 | 减持 |
| 2 | AVDE | AMERICAN CENTY ETF TR | $40.0M | 8.38% | 642,399 | 增持 |
| 3 | AGG | ISHARES TR | $35.5M | 7.43% | 365,310 | 减持 |
| 4 | DSTL | ETF SER SOLUTIONS | $31.8M | 6.67% | 619,302 | 增持 |
| 5 | DGRW | WISDOMTREE TR | $24.2M | 5.08% | 310,689 | 增持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $19.7M | 4.13% | 251,447 | 减持 |
| 7 | FNDA | SCHWAB STRATEGIC TR | $18.4M | 3.87% | 335,030 | 减持 |
| 8 | XCEM | COLUMBIA ETF TR II | $14.4M | 3.02% | 450,695 | 新建仓 |
| 9 | CALF | PACER FDS TR | $14.0M | 2.94% | 321,789 | 新建仓 |
| 10 | UCON | FIRST TR EXCHNG TRADED FD VI | $13.0M | 2.72% | 530,212 | 减持 |
| 11 | AAPL | APPLE INC | $10.4M | 2.18% | 49,276 | 增持 |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $9.9M | 2.07% | 213,055 | 增持 |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $8.5M | 1.79% | 169,070 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $8.1M | 1.70% | 18,157 | 减持 |
| 15 | COWZ | PACER FDS TR | $6.2M | 1.30% | 112,973 | 减持 |
| 16 | PGR | PROGRESSIVE CORP | $6.1M | 1.27% | 29,260 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $5.2M | 1.08% | 41,872 | 增持 |
| 18 | VTEB | VANGUARD MUN BD FDS | $4.5M | 0.94% | 89,197 | 增持 |
| 19 | VTI | VANGUARD INDEX FDS | $4.3M | 0.90% | 16,106 | 持平 |
| 20 | CATH | GLOBAL X FDS | $4.0M | 0.84% | 61,227 | 增持 |
| 21 | FNDX | SCHWAB STRATEGIC TR | $3.7M | 0.78% | 55,605 | 增持 |
| 22 | AMZN | AMAZON COM INC | $3.6M | 0.76% | 18,789 | 增持 |
| 23 | SCHZ | SCHWAB STRATEGIC TR | $3.4M | 0.71% | 74,284 | 减持 |
| 24 | AJG | GALLAGHER ARTHUR J & CO | $2.7M | 0.56% | 10,393 | 增持 |
| 25 | GOOGL | ALPHABET INC | $2.5M | 0.51% | 13,490 | 减持 |
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