KCS Wealth Advisory 13F 持仓 · 最近申报 2023年Q3
KCS Wealth Advisory 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 133 只证券，申报市值合计 2.35 亿美元。前几大持仓：AAPL（12.40%）、JAAA（5.37%）、VGSH（4.99%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $29.1M | 12.40% | 169,875 | 减持 |
| 2 | JAAA | JANUS DETROIT STR TR | $12.6M | 5.37% | 250,266 | 减持 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $11.7M | 4.99% | 203,100 | 减持 |
| 4 | GSST | GOLDMAN SACHS ETF TR | $8.3M | 3.53% | 166,015 | 减持 |
| 5 | IVV | ISHARES TR | $5.6M | 2.37% | 12,949 | 减持 |
| 6 | MBB | ISHARES TR | $5.1M | 2.16% | 56,949 | 增持 |
| 7 | META | META PLATFORMS INC | $4.7M | 1.99% | 15,586 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $4.6M | 1.94% | 14,416 | 减持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.3M | 1.85% | 12,398 | 减持 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $4.1M | 1.74% | 53,619 | 减持 |
| 11 | GOOG | ALPHABET INC | $3.9M | 1.67% | 29,778 | 减持 |
| 12 | NVO | NOVO-NORDISK A S | $3.7M | 1.59% | 40,974 | 增持 |
| 13 | AMAT | APPLIED MATLS INC | $3.3M | 1.39% | 23,595 | 减持 |
| 14 | EP-PC | EL PASO ENERGY CAP TR I | $3.2M | 1.38% | 71,266 | 减持 |
| 15 | CMCSA | COMCAST CORP NEW | $3.1M | 1.33% | 70,414 | 减持 |
| 16 | PCAR | PACCAR INC | $3.1M | 1.31% | 36,041 | 减持 |
| 17 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.29% | 20,839 | 减持 |
| 18 | CVEWS | CENOVUS ENERGY INC | $3.0M | 1.26% | 184,533 | 减持 |
| 19 | KR | KROGER CO | $3.0M | 1.26% | 66,067 | 减持 |
| 20 | ELV | ELEVANCE HEALTH INC | $2.9M | 1.25% | 6,727 | 增持 |
| 21 | MS | MORGAN STANLEY | $2.9M | 1.25% | 36,033 | 减持 |
| 22 | V | VISA INC | $2.9M | 1.25% | 12,699 | 减持 |
| 23 | COST | COSTCO WHSL CORP NEW | $2.8M | 1.20% | 5,001 | 减持 |
| 24 | NWS | NEWS CORP NEW | $2.8M | 1.19% | 133,440 | 减持 |
| 25 | VZ | VERIZON COMMUNICATIONS INC | $2.8M | 1.18% | 85,176 | 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