New Legacy Group, LLC 13F 持仓 · 最近申报 2023年Q3
New Legacy Group 在 2023年Q3(报告期截至 2023-09-30)的 SEC 13F 申报中报告了 28 只证券,申报市值合计 3,657.47 万美元。前几大持仓:SPY(21.49%)、META(19.90%)、UBER(9.52%)。本季前 25 大持仓中:减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $7.9M | 21.49% | 18,387 | 持平 |
| 2 | META | META PLATFORMS INC | $7.3M | 19.90% | 24,250 | 减持 |
| 3 | UBER | UBER TECHNOLOGIES INC | $3.5M | 9.52% | 75,684 | 持平 |
| 4 | HYG | ISHARES TR | $2.7M | 7.38% | 36,600 | 持平 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $2.0M | 5.50% | 51,332 | 持平 |
| 6 | IWD | ISHARES TR | $1.6M | 4.41% | 10,635 | 持平 |
| 7 | GLD | SPDR GOLD TR | $1.2M | 3.28% | 7,000 | 持平 |
| 8 | MLPX | GLOBAL X FDS | $1.1M | 3.04% | 26,200 | 持平 |
| 9 | AAPL | APPLE INC | $975,897 | 2.67% | 5,700 | 持平 |
| 10 | GVI | ISHARES TR | $891,704 | 2.44% | 8,800 | 持平 |
| 11 | IWN | ISHARES TR | $813,300 | 2.22% | 6,000 | 持平 |
| 12 | HEDJ | WISDOMTREE TR | $790,000 | 2.16% | 20,000 | 持平 |
| 13 | DHS | WISDOMTREE TR | $780,600 | 2.13% | 10,000 | 持平 |
| 14 | IJR | ISHARES TR | $565,980 | 1.55% | 6,000 | 持平 |
| 15 | EFA | ISHARES TR | $482,440 | 1.32% | 7,000 | 持平 |
| 16 | IGIB | ISHARES TR | $437,850 | 1.20% | 9,000 | 持平 |
| 17 | ETY | EATON VANCE TAX-MANAGED DIVE | $432,750 | 1.18% | 37,500 | 持平 |
| 18 | IGSB | ISHARES TR | $408,606 | 1.12% | 8,200 | 持平 |
| 19 | IEI | ISHARES TR | $384,744 | 1.05% | 3,400 | 持平 |
| 20 | USIG | ISHARES TR | $365,332 | 1.00% | 7,600 | 持平 |
| 21 | IGV | ISHARES TR | $353,204 | 0.97% | 1,035 | 持平 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $298,789 | 0.82% | 1,923 | 持平 |
| 23 | XSW | SPDR SER TR | $291,700 | 0.80% | 2,299 | 持平 |
| 24 | IYC | ISHARES TR | $281,194 | 0.77% | 4,200 | 持平 |
| 25 | XLV | SELECT SECTOR SPDR TR | $263,917 | 0.72% | 2,050 | 持平 |
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