Milestone Advisory Partners 13F 持仓 · 最近申报 2023年Q3
Milestone Advisory Partners 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 1.20 亿美元。前几大持仓：SCHD（14.08%）、VFVA（5.93%）、VDC（5.75%）。本季前 25 大持仓中：新建仓 1 只、增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $16.9M | 14.08% | 239,323 | 增持 |
| 2 | VFVA | VANGUARD WELLINGTON FD | $7.1M | 5.93% | 71,265 | 增持 |
| 3 | VDC | VANGUARD WORLD FDS | $6.9M | 5.75% | 37,822 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $6.5M | 5.43% | 23,998 | 增持 |
| 5 | TDIV | FIRST TR EXCHANGE-TRADED FD | $5.9M | 4.93% | 105,725 | 增持 |
| 6 | SPLV | INVESCO EXCH TRADED FD TR II | $5.5M | 4.57% | 93,468 | 增持 |
| 7 | RSPU | INVESCO EXCHANGE TRADED FD T | $4.4M | 3.69% | 88,278 | 增持 |
| 8 | XLE | SELECT SECTOR SPDR TR | $4.0M | 3.36% | 44,683 | 增持 |
| 9 | VFMV | VANGUARD WELLINGTON FD | $3.9M | 3.26% | 40,768 | 新建仓 |
| 10 | RSPN | INVESCO EXCHANGE TRADED FD T | $3.4M | 2.83% | 88,763 | 增持 |
| 11 | IGV | ISHARES TR | $3.2M | 2.65% | 9,330 | 增持 |
| 12 | VYM | VANGUARD WHITEHALL FDS | $3.2M | 2.65% | 30,823 | 增持 |
| 13 | IYM | ISHARES TR | $3.2M | 2.62% | 24,937 | 增持 |
| 14 | XLU | SELECT SECTOR SPDR TR | $2.8M | 2.34% | 47,701 | 减持 |
| 15 | XLF | SELECT SECTOR SPDR TR | $2.7M | 2.29% | 82,871 | 增持 |
| 16 | USMV | ISHARES TR | $2.6M | 2.20% | 36,469 | 增持 |
| 17 | AAPL | APPLE INC | $2.6M | 2.19% | 15,413 | 增持 |
| 18 | ITOT | ISHARES TR | $2.6M | 2.19% | 28,017 | 增持 |
| 19 | IGM | ISHARES TR | $2.6M | 2.15% | 6,753 | 增持 |
| 20 | PDP | INVESCO EXCHANGE TRADED FD T | $2.4M | 1.97% | 30,825 | 增持 |
| 21 | JPXN | ISHARES TR | $2.4M | 1.96% | 36,892 | 增持 |
| 22 | RSPD | INVESCO EXCHANGE TRADED FD T | $1.8M | 1.51% | 43,144 | 增持 |
| 23 | IHI | ISHARES TR | $1.6M | 1.32% | 32,791 | 增持 |
| 24 | RSPT | INVESCO EXCHANGE TRADED FD T | $1.2M | 0.99% | 42,236 | 增持 |
| 25 | IGE | ISHARES TR | $1.1M | 0.92% | 26,471 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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