Momentum Advisors, LLC 13F 持仓 · 最近申报 2022年Q4
Momentum Advisors 在 2022年Q4(报告期截至 2022-12-31)的 SEC 13F 申报中报告了 83 只证券,申报市值合计 9,869.91 万美元。前几大持仓:VOO(19.41%)、SPY(10.85%)、AAPL(4.32%)。本季前 25 大持仓中:增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $19.2M | 19.41% | 54,534 | 增持 |
| 2 | SPY | SPDR S&P 500 ETF TR | $10.7M | 10.85% | 28,001 | 减持 |
| 3 | AAPL | APPLE INC | $4.3M | 4.32% | 32,804 | 减持 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $4.2M | 4.26% | 27,697 | 减持 |
| 5 | VTV | VANGUARD INDEX FDS | $4.1M | 4.16% | 29,260 | 增持 |
| 6 | VB | VANGUARD INDEX FDS | $3.7M | 3.71% | 19,930 | 减持 |
| 7 | SCHD | SCHWAB STRATEGIC TR | $2.8M | 2.80% | 36,552 | 增持 |
| 8 | SPYG | SPDR SER TR | $2.6M | 2.60% | 50,616 | 减持 |
| 9 | GLD | SPDR GOLD TR | $2.3M | 2.38% | 13,827 | 减持 |
| 10 | NACP | IMPACT SHS TR I | $2.0M | 1.98% | 73,431 | 减持 |
| 11 | XLE | SELECT SECTOR SPDR TR | $1.9M | 1.94% | 21,916 | 增持 |
| 12 | META | META PLATFORMS INC | $1.9M | 1.89% | 15,503 | 减持 |
| 13 | ESG | FLEXSHARES TR | $1.8M | 1.78% | 19,171 | 增持 |
| 14 | DRSK | ETF SER SOLUTIONS | $1.7M | 1.75% | 67,301 | 增持 |
| 15 | UPS | UNITED PARCEL SERVICE INC | $1.6M | 1.64% | 9,303 | 增持 |
| 16 | VEGI | ISHARES INC | $1.6M | 1.63% | 37,550 | 减持 |
| 17 | MRNA | MODERNA INC | $1.6M | 1.58% | 8,662 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $1.6M | 1.57% | 6,481 | 减持 |
| 19 | EFA | ISHARES TR | $1.3M | 1.37% | 20,558 | 增持 |
| 20 | AMZN | AMAZON COM INC | $1.2M | 1.17% | 13,716 | 减持 |
| 21 | SCHZ | SCHWAB STRATEGIC TR | $1.1M | 1.15% | 24,782 | 增持 |
| 22 | GOOG | ALPHABET INC | $1.1M | 1.07% | 11,925 | 减持 |
| 23 | GOOGL | ALPHABET INC | $970,971 | 0.98% | 11,005 | 增持 |
| 24 | REZ | ISHARES TR | $971,001 | 0.98% | 14,208 | 减持 |
| 25 | NFLX | NETFLIX INC | $904,102 | 0.92% | 3,066 | 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