Kades & Cheifetz LLC 13F 持仓 · 最近申报 2024年Q4
Kades & Cheifetz 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 108 只证券，申报市值合计 1.95 亿美元。前几大持仓：SCHD（8.24%）、VIG（5.72%）、HNDL（4.93%）。本季前 25 大持仓中：新建仓 3 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $16.1M | 8.24% | 589,033 | 增持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $11.2M | 5.72% | 57,053 | 增持 |
| 3 | HNDL | STRATEGY SHS | $9.6M | 4.93% | 452,030 | 减持 |
| 4 | SLYG | SPDR SER TR | $9.0M | 4.61% | 99,730 | 减持 |
| 5 | AAPL | APPLE INC | $8.4M | 4.28% | 33,373 | 减持 |
| 6 | IAU | ISHARES GOLD TR | $6.3M | 3.23% | 127,620 | 增持 |
| 7 | SLYV | SPDR SER TR | $6.1M | 3.11% | 69,739 | 增持 |
| 8 | DES | WISDOMTREE TR | $5.5M | 2.79% | 158,726 | 增持 |
| 9 | ICVT | ISHARES TR | $5.4M | 2.74% | 63,096 | 减持 |
| 10 | AGG | ISHARES TR | $5.1M | 2.59% | 52,214 | 新建仓 |
| 11 | MUB | ISHARES TR | $5.0M | 2.54% | 46,619 | 增持 |
| 12 | PFF | ISHARES TR | $4.5M | 2.32% | 143,991 | 减持 |
| 13 | SCHJ | SCHWAB STRATEGIC TR | $4.5M | 2.32% | 186,286 | 增持 |
| 14 | BSV | VANGUARD BD INDEX FDS | $4.0M | 2.05% | 51,780 | 增持 |
| 15 | SCHO | SCHWAB STRATEGIC TR | $3.9M | 1.99% | 161,308 | 增持 |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | $3.8M | 1.94% | 65,231 | 新建仓 |
| 17 | SUB | ISHARES TR | $3.7M | 1.89% | 35,024 | 增持 |
| 18 | VYM | VANGUARD WHITEHALL FDS | $3.3M | 1.67% | 25,567 | 增持 |
| 19 | EMXC | ISHARES INC | $3.2M | 1.63% | 57,533 | 增持 |
| 20 | VTES | VANGUARD WELLINGTON FD | $3.1M | 1.59% | 30,924 | 减持 |
| 21 | PGX | INVESCO EXCH TRADED FD TR II | $2.8M | 1.42% | 241,109 | 减持 |
| 22 | SCHP | SCHWAB STRATEGIC TR | $2.7M | 1.37% | 103,539 | 增持 |
| 23 | MTUM | ISHARES TR | $2.5M | 1.26% | 11,891 | 新建仓 |
| 24 | SCHG | SCHWAB STRATEGIC TR | $2.4M | 1.24% | 86,798 | 增持 |
| 25 | NVDA | NVIDIA CORPORATION | $2.4M | 1.22% | 17,729 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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