Newport Wealth Strategies, Inc. 13F 持仓 · 最近申报 2021年Q3
Newport Wealth Strategies 在 2021年Q3（报告期截至 2021-09-30）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 1.65 亿美元。前几大持仓：SCHG（7.33%）、VUG（5.90%）、SCHX（5.88%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $12.1M | 7.33% | 81,876 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $9.8M | 5.90% | 33,607 | 减持 |
| 3 | SCHX | SCHWAB STRATEGIC TR | $9.7M | 5.88% | 93,506 | 增持 |
| 4 | AAPL | APPLE INC | $8.8M | 5.29% | 61,836 | 减持 |
| 5 | SCHM | SCHWAB STRATEGIC TR | $6.0M | 3.62% | 78,022 | 增持 |
| 6 | GOOGL | ALPHABET INC | $5.2M | 3.15% | 1,948 | 减持 |
| 7 | AMZN | AMAZON COM INC | $4.6M | 2.80% | 1,410 | 增持 |
| 8 | GLD | SPDR GOLD TR | $4.6M | 2.80% | 28,187 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $4.6M | 2.76% | 16,208 | 减持 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $4.4M | 2.63% | 28,350 | 减持 |
| 11 | VTV | VANGUARD INDEX FDS | $4.2M | 2.54% | 31,058 | 减持 |
| 12 | SCHD | SCHWAB STRATEGIC TR | $4.2M | 2.52% | 56,179 | 减持 |
| 13 | RAVI | FLEXSHARES TR | $4.1M | 2.50% | 54,191 | 减持 |
| 14 | GCC | WISDOMTREE TR | $4.0M | 2.42% | 179,477 | 增持 |
| 15 | SCHA | SCHWAB STRATEGIC TR | $3.5M | 2.10% | 34,673 | 增持 |
| 16 | VONE | VANGUARD SCOTTSDALE FDS | $3.5M | 2.10% | 17,312 | 持平 |
| 17 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.4M | 2.07% | 67,680 | 减持 |
| 18 | VOO | VANGUARD INDEX FDS | $3.3M | 1.98% | 8,314 | 减持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.2M | 1.94% | 11,741 | 减持 |
| 20 | SCHV | SCHWAB STRATEGIC TR | $3.1M | 1.88% | 46,022 | 增持 |
| 21 | XOM | EXXON MOBIL CORP | $2.7M | 1.62% | 45,427 | 减持 |
| 22 | VGT | VANGUARD WORLD FDS | $2.5M | 1.50% | 6,177 | 增持 |
| 23 | AGNT | EXP WORLD HLDGS INC | $2.3M | 1.42% | 58,992 | 减持 |
| 24 | VO | VANGUARD INDEX FDS | $2.2M | 1.32% | 9,200 | 减持 |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $1.9M | 1.12% | 12,399 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-09-30
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