NEXT Financial Holdings 13F 持仓 · 最近申报 2019年Q1
NEXT Financial Holdings 在 2019年Q1(报告期截至 2019-03-31)的 SEC 13F 申报中报告了 1,723 只证券,申报市值合计 3.95 亿美元。前几大持仓:SHY(13.05%)、SCHO(6.54%)、VGSH(6.54%)。本季前 25 大持仓中:新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $51.5M | 13.05% | 612,353 | 新建仓 |
| 2 | SCHO | SCHWAB STRATEGIC TR | $25.8M | 6.54% | 514,620 | 新建仓 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $25.8M | 6.54% | 427,525 | 新建仓 |
| 4 | NEAR | ISHARES US ETF TR | $11.2M | 2.83% | 222,153 | 新建仓 |
| 5 | BIL | SPDR SER TR | $6.3M | 1.58% | 68,262 | 新建仓 |
| 6 | AAPL | APPLE INC | $5.7M | 1.44% | 30,020 | 新建仓 |
| 7 | HYG | ISHARES TR | $4.2M | 1.05% | 48,031 | 新建仓 |
| 8 | IEF | ISHARES TR | $4.1M | 1.04% | 38,410 | 新建仓 |
| 9 | JNK | SPDR SERIES TRUST | $3.6M | 0.92% | 100,468 | 新建仓 |
| 10 | BSV | VANGUARD BD INDEX FD INC | $3.6M | 0.91% | 44,913 | 新建仓 |
| 11 | BIV | VANGUARD BD INDEX FD INC | $3.3M | 0.84% | 39,589 | 新建仓 |
| 12 | BLV | VANGUARD BD INDEX FD INC | $3.3M | 0.84% | 36,038 | 新建仓 |
| 13 | VGT | VANGUARD WORLD FDS | $3.2M | 0.81% | 15,838 | 新建仓 |
| 14 | VTI | VANGUARD INDEX FDS | $3.2M | 0.81% | 22,217 | 新建仓 |
| 15 | VNQ | VANGUARD INDEX FDS | $3.1M | 0.78% | 35,282 | 新建仓 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.0M | 0.76% | 14,840 | 新建仓 |
| 17 | VCR | VANGUARD WORLD FDS | $2.9M | 0.73% | 16,782 | 新建仓 |
| 18 | VPU | VANGUARD WORLD FDS | $2.9M | 0.73% | 22,267 | 新建仓 |
| 19 | VDC | VANGUARD WORLD FDS | $2.8M | 0.72% | 19,595 | 新建仓 |
| 20 | VOX | VANGUARD WORLD FDS | $2.8M | 0.71% | 33,367 | 新建仓 |
| 21 | VAW | VANGUARD WORLD FDS | $2.7M | 0.70% | 22,306 | 新建仓 |
| 22 | VDE | VANGUARD WORLD FDS | $2.8M | 0.70% | 30,887 | 新建仓 |
| 23 | VIS | VANGUARD WORLD FDS | $2.8M | 0.70% | 19,703 | 新建仓 |
| 24 | VHT | VANGUARD WORLD FDS | $2.7M | 0.69% | 15,788 | 新建仓 |
| 25 | VFH | VANGUARD WORLD FDS | $2.7M | 0.68% | 41,709 | 新建仓 |
来源:SEC 13F 申报文件 · 截至 2019-03-31
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