Oak Hill Wealth Advisors, LLC 13F 持仓 · 最近申报 2025年Q3
Oak Hill Wealth Advisors 在 2025年Q3(报告期截至 2025-09-30)的 SEC 13F 申报中报告了 148 只证券,申报市值合计 5.34 亿美元。前几大持仓:VEA(8.32%)、VTV(8.12%)、VIG(6.67%)。本季前 25 大持仓中:增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $44.4M | 8.32% | 740,868 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $43.3M | 8.12% | 232,281 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $35.6M | 6.67% | 165,029 | 减持 |
| 4 | VUG | VANGUARD INDEX FDS | $34.3M | 6.43% | 71,508 | 增持 |
| 5 | VV | VANGUARD INDEX FDS | $29.3M | 5.49% | 95,130 | 减持 |
| 6 | VO | VANGUARD INDEX FDS | $24.2M | 4.54% | 82,551 | 减持 |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $21.9M | 4.11% | 443,406 | 增持 |
| 8 | VB | VANGUARD INDEX FDS | $21.5M | 4.02% | 84,461 | 增持 |
| 9 | VYM | VANGUARD WHITEHALL FDS | $20.1M | 3.76% | 142,348 | 减持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $15.2M | 2.84% | 280,071 | 减持 |
| 11 | AAPL | APPLE INC | $14.8M | 2.77% | 57,992 | 增持 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $13.2M | 2.48% | 157,268 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $12.8M | 2.40% | 24,776 | 减持 |
| 14 | BSV | VANGUARD BD INDEX FDS | $10.4M | 1.95% | 131,704 | 增持 |
| 15 | AMZN | AMAZON COM INC | $9.2M | 1.73% | 42,096 | 减持 |
| 16 | GOOGL | ALPHABET INC | $8.8M | 1.65% | 36,231 | 减持 |
| 17 | VYMI | VANGUARD WHITEHALL FDS | $8.2M | 1.54% | 97,059 | 增持 |
| 18 | VIGI | VANGUARD WHITEHALL FDS | $7.4M | 1.38% | 82,383 | 增持 |
| 19 | BND | VANGUARD BD INDEX FDS | $6.7M | 1.26% | 90,582 | 增持 |
| 20 | VXF | VANGUARD INDEX FDS | $6.1M | 1.15% | 29,369 | 减持 |
| 21 | PG | PROCTER AND GAMBLE CO | $5.5M | 1.03% | 35,815 | 减持 |
| 22 | VMBS | VANGUARD SCOTTSDALE FDS | $5.3M | 0.99% | 112,208 | 增持 |
| 23 | BIV | VANGUARD BD INDEX FDS | $5.0M | 0.93% | 63,392 | 增持 |
| 24 | BLV | VANGUARD BD INDEX FDS | $4.9M | 0.92% | 69,308 | 增持 |
| 25 | ABBV | ABBVIE INC | $4.0M | 0.75% | 17,395 | 减持 |
来源:SEC 13F 申报文件 · 截至 2025-09-30
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