Monterey Private Wealth, Inc. 13F 持仓 · 最近申报 2025年Q1
Monterey Private Wealth 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 138 只证券，申报市值合计 3.39 亿美元。前几大持仓：VTI（15.58%）、VEA（11.37%）、BRK/A（9.88%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $52.9M | 15.58% | 192,454 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $38.6M | 11.37% | 759,112 | 增持 |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $33.5M | 9.88% | 42 | 新建仓 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $19.8M | 5.83% | 37,157 | 减持 |
| 5 | AAPL | APPLE INC | $17.4M | 5.11% | 78,143 | 减持 |
| 6 | VB | VANGUARD INDEX FDS | $15.4M | 4.54% | 69,560 | 增持 |
| 7 | DGRW | WISDOMTREE TR | $10.8M | 3.17% | 134,676 | 增持 |
| 8 | EFA | ISHARES TR | $9.5M | 2.79% | 115,777 | 减持 |
| 9 | DGRO | ISHARES TR | $9.1M | 2.69% | 147,778 | 增持 |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | $8.9M | 2.63% | 147,127 | 增持 |
| 11 | QQQ | INVESCO QQQ TR | $7.0M | 2.08% | 15,025 | 增持 |
| 12 | EMXC | ISHARES INC | $6.9M | 2.02% | 124,363 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $6.2M | 1.82% | 12,036 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $5.6M | 1.64% | 14,847 | 增持 |
| 15 | USMV | ISHARES TR | $4.6M | 1.34% | 48,675 | 减持 |
| 16 | ESGV | VANGUARD WORLD FD | $4.4M | 1.28% | 44,479 | 减持 |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.0M | 1.19% | 70,772 | 增持 |
| 18 | IEMG | ISHARES INC | $3.9M | 1.16% | 72,668 | 增持 |
| 19 | COST | COSTCO WHSL CORP NEW | $3.8M | 1.12% | 4,036 | 增持 |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | $3.2M | 0.93% | 27,252 | 增持 |
| 21 | TSLA | TESLA INC | $3.1M | 0.90% | 11,769 | 减持 |
| 22 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.79% | 52,098 | 增持 |
| 23 | GOOGL | ALPHABET INC | $2.6M | 0.77% | 16,953 | 持平 |
| 24 | AMZN | AMAZON COM INC | $2.5M | 0.73% | 13,093 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO. | $2.3M | 0.67% | 9,319 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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