Nauset Wealth Management. LLC 13F 持仓 · 最近申报 2022年Q1
Nauset Wealth Management. 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 234 只证券，申报市值合计 1.26 亿美元。前几大持仓：AMZN（8.72%）、XLI（7.36%）、IYW（6.60%）。本季前 25 大持仓中：新建仓 4 只、增持 12 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $11.0M | 8.72% | 3,363 | 增持 |
| 2 | XLI | SELECT SECTOR SPDR TR | $9.3M | 7.36% | 89,842 | 减持 |
| 3 | IYW | ISHARES TR | $8.3M | 6.60% | 80,521 | 减持 |
| 4 | IVV | ISHARES TR | $7.0M | 5.60% | 15,538 | 增持 |
| 5 | BCD | ABRDN ETFS | $6.7M | 5.35% | 176,526 | 增持 |
| 6 | AAPL | APPLE INC | $6.3M | 5.01% | 36,050 | 减持 |
| 7 | BX | BLACKSTONE INC | $6.2M | 4.91% | 48,627 | 减持 |
| 8 | IAU | ISHARES GOLD TR | $5.7M | 4.53% | 154,786 | 减持 |
| 9 | KBWB | INVESCO EXCH TRADED FD TR II | $4.5M | 3.61% | 71,187 | 增持 |
| 10 | VTV | VANGUARD INDEX FDS | $4.4M | 3.53% | 30,023 | 新建仓 |
| 11 | VEA | VANGUARD TAX-MANAGED INTL FD | $3.8M | 3.04% | 79,480 | 增持 |
| 12 | IJJ | ISHARES TR | $3.4M | 2.72% | 31,250 | 新建仓 |
| 13 | AMT | AMERICAN TOWER CORP NEW | $2.6M | 2.03% | 10,182 | 增持 |
| 14 | KBE | SPDR SER TR | $2.5M | 1.97% | 47,437 | 增持 |
| 15 | VBR | VANGUARD INDEX FDS | $2.5M | 1.95% | 13,963 | 新建仓 |
| 16 | VO | VANGUARD INDEX FDS | $2.3M | 1.83% | 9,655 | 增持 |
| 17 | FDN | FIRST TR EXCHANGE-TRADED FD | $2.0M | 1.62% | 10,873 | 减持 |
| 18 | IJR | ISHARES TR | $2.0M | 1.59% | 18,527 | 新建仓 |
| 19 | GOOGL | ALPHABET INC | $1.9M | 1.53% | 693 | 减持 |
| 20 | GOOG | ALPHABET INC | $1.8M | 1.44% | 649 | 持平 |
| 21 | VB | VANGUARD INDEX FDS | $1.8M | 1.41% | 8,313 | 增持 |
| 22 | CHTR | CHARTER COMMUNICATIONS INC N | $1.6M | 1.29% | 2,978 | 增持 |
| 23 | FXH | FIRST TR EXCHANGE TRADED FD | $1.6M | 1.26% | 13,846 | 增持 |
| 24 | VOO | VANGUARD INDEX FDS | $1.5M | 1.18% | 3,576 | 减持 |
| 25 | NVDA | NVIDIA CORPORATION | $1.3M | 1.03% | 4,726 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-03-31
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