JOYN Advisors, Inc. 13F 持仓 · 最近申报 2020年Q1
JOYN Advisors 在 2020年Q1(报告期截至 2020-03-31)的 SEC 13F 申报中报告了 108 只证券,申报市值合计 3.00 亿美元。前几大持仓:IWD(15.36%)、VTV(12.95%)、VUG(10.75%)。本季前 25 大持仓中:新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | $46.1M | 15.36% | 465,243 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $38.9M | 12.95% | 436,958 | 减持 |
| 3 | VUG | VANGUARD INDEX FDS | $32.3M | 10.75% | 206,142 | 减持 |
| 4 | IWF | ISHARES TR | $31.8M | 10.58% | 210,995 | 减持 |
| 5 | IWN | ISHARES TR | $18.4M | 6.13% | 224,618 | 减持 |
| 6 | USRT | ISHARES TR | $17.8M | 5.94% | 455,404 | 减持 |
| 7 | IEFA | ISHARES TR | $15.5M | 5.17% | 311,535 | 减持 |
| 8 | IWO | ISHARES TR | $14.6M | 4.86% | 92,247 | 减持 |
| 9 | VNQI | VANGUARD INTL EQUITY INDEX F | $13.0M | 4.32% | 302,321 | 减持 |
| 10 | VBR | VANGUARD INDEX FDS | $7.6M | 2.53% | 85,635 | 增持 |
| 11 | RWX | SPDR INDEX SHS FDS | $5.9M | 1.98% | 222,165 | 增持 |
| 12 | VBK | VANGUARD INDEX FDS | $4.7M | 1.56% | 31,224 | 增持 |
| 13 | AAPL | APPLE INC | $3.8M | 1.28% | 15,093 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $3.0M | 1.00% | 19,052 | 增持 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $2.5M | 0.83% | 74,152 | 减持 |
| 16 | EFA | ISHARES TR | $2.0M | 0.67% | 37,413 | 减持 |
| 17 | HD | HOME DEPOT INC | $1.7M | 0.58% | 9,305 | 增持 |
| 18 | AMZN | AMAZON COM INC | $1.4M | 0.47% | 732 | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.46% | 7,490 | 增持 |
| 20 | ACWI | ISHARES TR | $1.2M | 0.41% | 19,788 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $1.1M | 0.36% | 8,160 | 增持 |
| 22 | MMM | 3M CO | $1.1M | 0.35% | 7,812 | 新建仓 |
| 23 | PG | PROCTER & GAMBLE CO | $940,000 | 0.31% | 8,549 | 增持 |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $934,000 | 0.31% | 17,379 | 增持 |
| 25 | VNQ | VANGUARD INDEX FDS | $908,000 | 0.30% | 13,002 | 减持 |
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