Kowal Investment Group, LLC 13F 持仓 · 最近申报 2024年Q3
Kowal Investment Group 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 200 只证券，申报市值合计 5.44 亿美元。前几大持仓：FBND（17.93%）、BBUS（9.44%）、FDL（6.55%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $97.5M | 17.93% | 2.1M | 减持 |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | $51.3M | 9.44% | 495,546 | 新建仓 |
| 3 | FDL | FIRST TR MORNINGSTAR DIVID L | $35.6M | 6.55% | 848,683 | 减持 |
| 4 | QTEC | FIRST TR NASDAQ 100 TECH IND | $33.4M | 6.15% | 174,640 | 减持 |
| 5 | FBCG | FIDELITY COVINGTON TRUST | $27.2M | 5.01% | 636,549 | 减持 |
| 6 | MDY | SPDR S&P MIDCAP 400 ETF TR | $24.6M | 4.52% | 43,102 | 增持 |
| 7 | ZECP | ZACKS TRUST | $15.1M | 2.77% | 488,326 | 增持 |
| 8 | SPY | SPDR S&P 500 ETF TR | $12.8M | 2.36% | 22,332 | 减持 |
| 9 | AAPL | APPLE INC | $11.5M | 2.11% | 49,326 | 增持 |
| 10 | FMB | FIRST TR EXCHANGE-TRADED FD | $10.0M | 1.84% | 192,160 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $8.9M | 1.63% | 73,009 | 减持 |
| 12 | MUB | ISHARES TR | $8.0M | 1.47% | 73,490 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $7.8M | 1.43% | 18,083 | 增持 |
| 14 | FXL | FIRST TR EXCHANGE TRADED FD | $7.0M | 1.28% | 50,150 | 减持 |
| 15 | IEFA | ISHARES TR | $6.5M | 1.20% | 83,697 | 增持 |
| 16 | AGG | ISHARES TR | $6.2M | 1.15% | 61,526 | 增持 |
| 17 | SMIZ | ZACKS TRUST | $4.2M | 0.77% | 126,989 | 增持 |
| 18 | DGRO | ISHARES TR | $4.1M | 0.75% | 65,415 | 增持 |
| 19 | FTA | FIRST TR LRG CP VL ALPHADEX | $3.9M | 0.72% | 49,735 | 增持 |
| 20 | WEC | WEC ENERGY GROUP INC | $3.9M | 0.71% | 40,325 | 减持 |
| 21 | IJH | ISHARES TR | $3.7M | 0.69% | 59,845 | 减持 |
| 22 | AMZN | AMAZON COM INC | $3.6M | 0.67% | 19,466 | 增持 |
| 23 | FAD | FIRST TR MULTI CAP GROWTH AL | $3.6M | 0.66% | 26,846 | 减持 |
| 24 | FVD | FIRST TR VALUE LINE DIVID IN | $3.5M | 0.65% | 77,631 | 减持 |
| 25 | ABBV | ABBVIE INC | $3.2M | 0.59% | 16,186 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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