Lumature Wealth Partners, LLC 13F 持仓 · 最近申报 2023年Q2
Lumature Wealth Partners 在 2023年Q2（报告期截至 2023-06-30）的 SEC 13F 申报中报告了 384 只证券，申报市值合计 1.68 亿美元。前几大持仓：BNL（6.97%）、IVV（5.48%）、VUG（4.96%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BNL | BROADSTONE NET LEASE INC | $11.7M | 6.97% | 760,650 | 减持 |
| 2 | IVV | ISHARES TR | $9.2M | 5.48% | 20,723 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $8.3M | 4.96% | 29,503 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $6.6M | 3.92% | 46,398 | 增持 |
| 5 | IEFA | ISHARES TR | $5.7M | 3.39% | 84,590 | 增持 |
| 6 | AAPL | APPLE INC | $5.1M | 3.04% | 26,417 | 减持 |
| 7 | XLK | SELECT SECTOR SPDR TR | $4.9M | 2.93% | 28,401 | 减持 |
| 8 | OBDC | OWL ROCK CAPITAL CORPORATION | $4.1M | 2.42% | 304,016 | 增持 |
| 9 | XLP | SELECT SECTOR SPDR TR | $3.5M | 2.07% | 47,067 | 增持 |
| 10 | CFO | VICTORY PORTFOLIOS II | $2.9M | 1.72% | 47,016 | 减持 |
| 11 | CDC | VICTORY PORTFOLIOS II | $2.8M | 1.69% | 49,424 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $2.7M | 1.58% | 7,831 | 减持 |
| 13 | VOT | VANGUARD INDEX FDS | $2.6M | 1.54% | 12,595 | 增持 |
| 14 | VOE | VANGUARD INDEX FDS | $2.5M | 1.48% | 18,037 | 增持 |
| 15 | IEMG | ISHARES INC | $2.2M | 1.31% | 44,765 | 增持 |
| 16 | KO | COCA COLA CO | $2.2M | 1.31% | 36,606 | 减持 |
| 17 | GOOGL | ALPHABET INC | $2.2M | 1.30% | 18,277 | 减持 |
| 18 | AMZN | AMAZON COM INC | $2.0M | 1.20% | 15,500 | 减持 |
| 19 | WMT | WALMART INC | $1.8M | 1.06% | 11,311 | 减持 |
| 20 | PG | PROCTER AND GAMBLE CO | $1.7M | 1.01% | 11,189 | 减持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.99% | 4,888 | 减持 |
| 22 | HD | HOME DEPOT INC | $1.6M | 0.98% | 5,304 | 增持 |
| 23 | SPGI | S&P GLOBAL INC | $1.6M | 0.97% | 4,072 | 减持 |
| 24 | ORCL | ORACLE CORP | $1.6M | 0.96% | 13,646 | 减持 |
| 25 | IJT | ISHARES TR | $1.6M | 0.95% | 13,983 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-06-30
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