Lehman & Derafelo Financial Resources LLC 13F 持仓 · 最近申报 2022年Q4
Lehman & Derafelo Financial Resources 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 3.37 亿美元。前几大持仓：NEE（28.78%）、LBAY（8.94%）、XIFR（7.47%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NEE | NEXTERA ENERGY INC | $97.0M | 28.78% | 1.2M | 减持 |
| 2 | LBAY | TIDAL ETF TR | $30.1M | 8.94% | 1.0M | 增持 |
| 3 | XIFR | NEXTERA ENERGY PARTNERS LP | $25.2M | 7.47% | 359,102 | 减持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $19.6M | 5.83% | 63,582 | 增持 |
| 5 | AMZN | AMAZON COM INC | $11.1M | 3.28% | 131,737 | 增持 |
| 6 | PFE | PFIZER INC | $10.9M | 3.22% | 211,824 | 减持 |
| 7 | FDRR | FIDELITY COVINGTON TRUST | $10.5M | 3.11% | 263,357 | 减持 |
| 8 | CVS | CVS HEALTH CORP | $10.1M | 2.99% | 108,233 | 减持 |
| 9 | BAC | BANK AMERICA CORP | $9.1M | 2.70% | 275,085 | 增持 |
| 10 | SPY | SPDR S&P 500 ETF TR | $7.2M | 2.12% | 18,697 | 增持 |
| 11 | IHI | ISHARES TR | $6.3M | 1.86% | 119,317 | 减持 |
| 12 | MMP | MAGELLAN MIDSTREAM PRTNRS LP | $5.5M | 1.62% | 109,054 | 减持 |
| 13 | AAPL | APPLE INC | $5.3M | 1.56% | 40,450 | 增持 |
| 14 | IVV | ISHARES TR | $4.7M | 1.41% | 12,336 | 减持 |
| 15 | MRK | MERCK & CO INC | $4.7M | 1.39% | 42,190 | 减持 |
| 16 | LHX | L3HARRIS TECHNOLOGIES INC | $3.0M | 0.88% | 14,203 | 持平 |
| 17 | XLC | SELECT SECTOR SPDR TR | $2.6M | 0.78% | 54,450 | 增持 |
| 18 | JMST | J P MORGAN EXCHANGE TRADED F | $2.6M | 0.77% | 51,325 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $2.6M | 0.76% | 14,592 | 减持 |
| 20 | EPD | ENTERPRISE PRODS PARTNERS L | $2.5M | 0.74% | 103,770 | 减持 |
| 21 | GBDC | GOLUB CAP BDC INC | $2.5M | 0.74% | 189,042 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $2.5M | 0.74% | 10,404 | 增持 |
| 23 | GILD | GILEAD SCIENCES INC | $2.3M | 0.68% | 26,777 | 减持 |
| 24 | DGRO | ISHARES TR | $2.2M | 0.65% | 44,066 | 新建仓 |
| 25 | XOM | EXXON MOBIL CORP | $2.1M | 0.62% | 19,098 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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