Kb Financial Partners, LLC 13F 持仓 · 最近申报 2023年Q3
Kb Financial Partners 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 579 只证券，申报市值合计 3.50 亿美元。前几大持仓：GSLC（17.31%）、IVV（9.41%）、MBB（9.35%）。本季前 25 大持仓中：增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman ActiveBeta US Large Cap ETF | $60.5M | 17.31% | 718,609 | 减持 |
| 2 | IVV | iShares Core S&P 500 ETF | $32.9M | 9.41% | 76,597 | 减持 |
| 3 | MBB | iShares MBS ETF | $32.7M | 9.35% | 367,979 | 增持 |
| 4 | DGRW | WisdomTree US Quality Div Gr ETF | $29.4M | 8.41% | 457,422 | 减持 |
| 5 | GSIE | Goldman ActiveBeta Int'l ETF | $24.7M | 7.08% | 823,875 | 增持 |
| 6 | JPST | JP Morgan Ultra-Short Income ETF | $19.0M | 5.44% | 379,229 | 减持 |
| 7 | IAU | iShares Gold Trust ETF | $16.6M | 4.76% | 475,781 | 减持 |
| 8 | PULS | PGIM Ultra-Short Bond ETF | $4.2M | 1.19% | 84,090 | 持平 |
| 9 | VIG | Vanguard Div Appreciation ETF | $4.0M | 1.13% | 25,427 | 持平 |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY COM | $3.4M | 0.96% | 45,197 | 增持 |
| 11 | IEFA | iShares Core MSCI EAFE ETF | $3.4M | 0.96% | 52,315 | 持平 |
| 12 | V | VISA INC COM CL A | $3.0M | 0.85% | 12,887 | 增持 |
| 13 | NBR | NABORS INDUSTRIES LTD SHS | $2.8M | 0.79% | 22,331 | 持平 |
| 14 | MSFT | MICROSOFT CORP COM | $2.7M | 0.78% | 8,602 | 减持 |
| 15 | EWJ | ISHARES MSCI JAPAN ETF | $2.5M | 0.70% | 57,242 | 增持 |
| 16 | META | META PLATFORMS INC CL A | $2.4M | 0.68% | 7,912 | 减持 |
| 17 | STLA | STELLANTIS N.V SHS | $2.3M | 0.67% | 121,755 | 增持 |
| 18 | CNI | CANADIAN NATL RY CO COM | $2.2M | 0.64% | 20,524 | 增持 |
| 19 | AMZN | AMAZON COM INC COM | $1.8M | 0.53% | 14,446 | 增持 |
| 20 | IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $1.8M | 0.51% | 20,404 | 增持 |
| 21 | EFV | ISHARES MSCI EAFE VALUE ETF | $1.7M | 0.48% | 34,515 | 增持 |
| 22 | GOOG | ALPHABET INC CAP STK CL C | $1.7M | 0.48% | 12,795 | 增持 |
| 23 | ACGL | ARCH CAP GROUP LTD ORD | $1.6M | 0.45% | 19,525 | 增持 |
| 24 | UPWK | UPWORK INC COM | $1.5M | 0.43% | 133,806 | 增持 |
| 25 | MA | MASTERCARD INCORPORATED CL A | $1.3M | 0.38% | 3,340 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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