Lucia Wealth Services, LLC 13F 持仓 · 最近申报 2020年Q3
Lucia Wealth Services 在 2020年Q3（报告期截至 2020-09-30）的 SEC 13F 申报中报告了 177 只证券，申报市值合计 4.26 亿美元。前几大持仓：JNJ（6.71%）、AAPL（6.02%）、MSFT（5.46%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | $28.6M | 6.71% | 191,956 | 增持 |
| 2 | AAPL | APPLE INC | $25.7M | 6.02% | 221,722 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $23.3M | 5.46% | 110,559 | 增持 |
| 4 | BR | BROADRIDGE FINL SOLUTIONS IN | $20.8M | 4.89% | 157,753 | 增持 |
| 5 | PSKY | VIACOMCBS INC | $19.3M | 4.53% | 689,859 | 增持 |
| 6 | MRK | MERCK & CO. INC | $18.5M | 4.34% | 222,832 | 增持 |
| 7 | KMB | KIMBERLY CLARK CORP | $16.6M | 3.89% | 112,322 | 增持 |
| 8 | GOOG | ALPHABET INC | $15.0M | 3.51% | 10,180 | 增持 |
| 9 | HUSV | FIRST TR EXCH TRADED FD III | $14.5M | 3.41% | 530,843 | 减持 |
| 10 | HSY | HERSHEY CO | $14.2M | 3.33% | 99,155 | 增持 |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | $11.2M | 2.63% | 80,279 | 增持 |
| 12 | K | KELLOGG CO | $10.9M | 2.55% | 168,373 | 增持 |
| 13 | CLX | CLOROX CO DEL | $10.5M | 2.46% | 49,966 | 增持 |
| 14 | PHYS | SPROTT PHYSICAL GOLD TR | $9.5M | 2.22% | 628,282 | 增持 |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $8.9M | 2.10% | 73,511 | 增持 |
| 16 | VRIG | INVESCO ACTIVELY MANAGED ETF | $7.7M | 1.81% | 311,156 | 减持 |
| 17 | MKC | MCCORMICK & CO INC | $7.0M | 1.63% | 35,827 | 增持 |
| 18 | SPTL | SPDR SER TR | $6.8M | 1.60% | 145,465 | 增持 |
| 19 | SPMB | SPDR SER TR | $6.6M | 1.56% | 248,849 | 增持 |
| 20 | FLRN | SPDR SER TR | $5.7M | 1.35% | 187,831 | 减持 |
| 21 | TOTL | SSGA ACTIVE ETF TR | $5.7M | 1.34% | 115,650 | 增持 |
| 22 | VTI | VANGUARD INDEX FDS | $5.4M | 1.26% | 31,571 | 增持 |
| 23 | SPTI | SPDR SER TR | $5.0M | 1.17% | 150,564 | 增持 |
| 24 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.6M | 0.85% | 69,804 | 增持 |
| 25 | JNK | SPDR SER TR | $3.5M | 0.81% | 33,296 | 增持 |
来源：SEC 13F 申报文件 · 截至 2020-09-30
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