Klr Investment Advisors, LLC 13F 持仓 · 最近申报 2024年Q1
Klr Investment Advisors 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 185 只证券，申报市值合计 1.38 亿美元。前几大持仓：DCRE（7.73%）、OMFL（6.10%）、FTGC（3.26%）。本季前 25 大持仓中：新建仓 2 只、增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DCRE | DOUBLELINE ETF TRUST | $10.7M | 7.73% | 209,602 | 增持 |
| 2 | OMFL | INVESCO EXCH TRD SLF IDX FD | $8.4M | 6.10% | 162,278 | 增持 |
| 3 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $4.5M | 3.26% | 185,076 | 增持 |
| 4 | AGGY | WISDOMTREE TR | $4.3M | 3.08% | 100,552 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $3.9M | 2.82% | 9,719 | 增持 |
| 6 | CLOZ | SERIES PORTFOLIOS TR | $3.3M | 2.38% | 122,992 | 新建仓 |
| 7 | NVDA | NVIDIA CORPORATION | $3.2M | 2.31% | 4,025 | 增持 |
| 8 | EMBD | GLOBAL X FDS | $3.1M | 2.25% | 139,735 | 增持 |
| 9 | AAPL | APPLE INC | $2.4M | 1.77% | 14,742 | 减持 |
| 10 | EPS | WISDOMTREE TR | $2.2M | 1.60% | 41,431 | 减持 |
| 11 | NTSX | WISDOMTREE TR | $2.1M | 1.53% | 52,794 | 减持 |
| 12 | NVO | NOVO-NORDISK A S | $2.1M | 1.50% | 16,525 | 增持 |
| 13 | DLS | WISDOMTREE TR | $1.7M | 1.26% | 27,589 | 增持 |
| 14 | DGRS | WISDOMTREE TR | $1.7M | 1.20% | 35,341 | 增持 |
| 15 | DIVI | FRANKLIN TEMPLETON ETF TR | $1.6M | 1.16% | 51,499 | 新建仓 |
| 16 | SPDW | SPDR INDEX SHS FDS | $1.6M | 1.14% | 45,428 | 减持 |
| 17 | CHKP | CHECK POINT SOFTWARE TECH LT | $1.4M | 1.03% | 8,984 | 减持 |
| 18 | DTD | WISDOMTREE TR | $1.4M | 1.01% | 20,528 | 减持 |
| 19 | USMF | WISDOMTREE TR | $1.4M | 0.99% | 30,812 | 减持 |
| 20 | RELX | RELX PLC | $1.3M | 0.91% | 30,222 | 增持 |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | $1.2M | 0.84% | 4,255 | 减持 |
| 22 | GOOG | ALPHABET INC | $1.2M | 0.83% | 7,307 | 持平 |
| 23 | IVV | ISHARES TR | $1.1M | 0.82% | 2,247 | 减持 |
| 24 | IQDG | WISDOMTREE TR | $1.1M | 0.81% | 31,134 | 减持 |
| 25 | ASX | ASE TECHNOLOGY HLDG CO LTD | $1.1M | 0.80% | 108,341 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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