Levy Wealth Management Group, LLC 13F 持仓 · 最近申报 2024年Q2
Levy Wealth Management Group 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 3.91 亿美元。前几大持仓：VTI（19.36%）、VIG（12.25%）、BSV（11.45%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $75.6M | 19.36% | 282,681 | 增持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $47.8M | 12.25% | 262,020 | 增持 |
| 3 | BSV | VANGUARD BD INDEX FDS | $44.7M | 11.45% | 583,236 | 减持 |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $37.8M | 9.69% | 191,972 | 增持 |
| 5 | JQUA | J P MORGAN EXCHANGE TRADED F | $33.6M | 8.60% | 634,321 | 增持 |
| 6 | SPAB | SPDR SER TR | $15.8M | 4.04% | 628,721 | 增持 |
| 7 | SPYG | SPDR SER TR | $11.2M | 2.88% | 140,197 | 减持 |
| 8 | AAPL | APPLE INC | $9.8M | 2.52% | 46,671 | 减持 |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | $6.7M | 1.72% | 132,112 | 减持 |
| 10 | IWV | ISHARES TR | $5.7M | 1.45% | 18,402 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $5.3M | 1.37% | 11,965 | 增持 |
| 12 | QQQ | INVESCO QQQ TR | $5.3M | 1.36% | 11,054 | 减持 |
| 13 | QEFA | SPDR INDEX SHS FDS | $5.1M | 1.32% | 68,891 | 减持 |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $5.1M | 1.29% | 100,127 | 减持 |
| 15 | SPMD | SPDR SER TR | $4.9M | 1.25% | 95,428 | 减持 |
| 16 | VOOG | VANGUARD ADMIRAL FDS INC | $4.5M | 1.16% | 13,568 | 减持 |
| 17 | SPSB | SPDR SER TR | $3.9M | 0.99% | 129,944 | 增持 |
| 18 | AJG | GALLAGHER ARTHUR J & CO | $3.5M | 0.89% | 13,342 | 减持 |
| 19 | MGV | VANGUARD WORLD FD | $3.0M | 0.77% | 25,395 | 减持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.4M | 0.61% | 5,821 | 增持 |
| 21 | MRK | MERCK & CO INC | $2.1M | 0.54% | 17,165 | 增持 |
| 22 | USMV | ISHARES TR | $2.0M | 0.52% | 24,272 | 减持 |
| 23 | ABT | ABBOTT LABS | $1.9M | 0.49% | 18,246 | 增持 |
| 24 | AMZN | AMAZON COM INC | $1.7M | 0.44% | 8,887 | 增持 |
| 25 | JNJ | JOHNSON & JOHNSON | $1.7M | 0.44% | 11,665 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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