Monumental Financial Group Inc. 13F 持仓 · 最近申报 2024年Q3
Monumental Financial Group 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 42 只证券，申报市值合计 2.70 亿美元。前几大持仓：IVV（11.92%）、VGT（11.70%）、QUAL（11.01%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $32.1M | 11.92% | 55,699 | 增持 |
| 2 | VGT | VANGUARD WORLD FD | $31.5M | 11.70% | 53,744 | 增持 |
| 3 | QUAL | ISHARES TR | $29.7M | 11.01% | 165,529 | 增持 |
| 4 | FDIS | FIDELITY COVINGTON TRUST | $21.7M | 8.05% | 245,274 | 增持 |
| 5 | IBDV | ISHARES TR | $21.5M | 7.97% | 968,370 | 增持 |
| 6 | IBTG | ISHARES TR | $21.3M | 7.91% | 924,753 | 增持 |
| 7 | BSV | VANGUARD BD INDEX FDS | $14.6M | 5.41% | 185,245 | 增持 |
| 8 | IBDT | ISHARES TR | $14.0M | 5.20% | 549,429 | 增持 |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | $12.9M | 4.79% | 64,323 | 增持 |
| 10 | FHLC | FIDELITY COVINGTON TRUST | $9.0M | 3.35% | 124,049 | 增持 |
| 11 | VDC | VANGUARD WORLD FD | $9.0M | 3.33% | 41,135 | 增持 |
| 12 | FLOT | ISHARES TR | $6.6M | 2.44% | 128,813 | 减持 |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $5.9M | 2.17% | 96,849 | 减持 |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $5.6M | 2.06% | 66,426 | 新建仓 |
| 15 | FUTY | FIDELITY COVINGTON TRUST | $4.8M | 1.78% | 92,552 | 增持 |
| 16 | IBHH | ISHARES TR | $3.1M | 1.14% | 129,393 | 增持 |
| 17 | IQLT | ISHARES TR | $2.4M | 0.88% | 57,113 | 减持 |
| 18 | LLY | ELI LILLY & CO | $1.8M | 0.67% | 2,036 | 减持 |
| 19 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.4M | 0.52% | 8,084 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $1.3M | 0.48% | 3,017 | 减持 |
| 21 | INTU | INTUIT | $1.2M | 0.44% | 1,893 | 减持 |
| 22 | V | VISA INC | $1.2M | 0.44% | 4,303 | 减持 |
| 23 | XVV | ISHARES TR | $1.2M | 0.44% | 26,574 | 减持 |
| 24 | AAPL | APPLE INC | $1.1M | 0.41% | 4,696 | 减持 |
| 25 | TSCO | TRACTOR SUPPLY CO | $1.1M | 0.41% | 3,798 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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