Paradigm Financial Advisors, LLC 13F 持仓 · 最近申报 2021年Q4
Paradigm Financial Advisors 在 2021年Q4（报告期截至 2021-12-31）的 SEC 13F 申报中报告了 211 只证券，申报市值合计 4.53 亿美元。前几大持仓：AAPL（7.84%）、TIP（4.03%）、QQQ（3.69%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $35.5M | 7.84% | 199,787 | 减持 |
| 2 | TIP | Ishares Barclays TIPS Bond Fun | $18.2M | 4.03% | 141,077 | 增持 |
| 3 | QQQ | Invesco QQQ Trust | $16.7M | 3.69% | 41,997 | 增持 |
| 4 | QCOM | Qualcomm Inc | $14.6M | 3.22% | 79,608 | 减持 |
| 5 | BAC | Bank of America | $14.0M | 3.08% | 313,617 | 减持 |
| 6 | VTV | Vanguard Value ETF | $13.2M | 2.92% | 89,938 | 减持 |
| 7 | NVDA | NVIDIA Corp | $12.4M | 2.74% | 42,116 | 减持 |
| 8 | GOOGL | Alphabet Inc. Class A | $12.2M | 2.69% | 4,196 | 增持 |
| 9 | IWN | iShares Russell 2000 Value ETF | $11.4M | 2.52% | 68,730 | 减持 |
| 10 | QCLN | NASDAQ Clean Energy ETF | $11.0M | 2.42% | 161,321 | 增持 |
| 11 | VB | Vanguard SmCap ETF | $10.6M | 2.34% | 46,905 | 增持 |
| 12 | VIG | Vanguard Dividend Appreciation | $10.5M | 2.33% | 61,365 | 增持 |
| 13 | AMZN | Amazon Inc | $10.4M | 2.30% | 3,124 | 增持 |
| 14 | VO | Vanguard Mid Cap ETF | $8.2M | 1.82% | 32,279 | 增持 |
| 15 | CQQQ | Invesco China Technology | $8.0M | 1.76% | 128,429 | 减持 |
| 16 | SPY | SPDR S&P 500 | $7.9M | 1.75% | 16,657 | 增持 |
| 17 | MRNA | Moderna Inc | $7.3M | 1.61% | 28,692 | 减持 |
| 18 | VUG | Vanguard Growth ETF | $7.2M | 1.60% | 22,506 | 减持 |
| 19 | VGSH | Vanguard Short Term | $6.7M | 1.47% | 109,561 | 增持 |
| 20 | VBR | Vanguard Small Cap Value | $6.5M | 1.44% | 36,540 | 减持 |
| 21 | BA | Call Boeing Co | $6.1M | 1.34% | 30,167 | 减持 |
| 22 | MINT | PIMCO Short Maturity ETF | $5.9M | 1.30% | 57,799 | 减持 |
| 23 | VCSH | Vanguard Short-Term Corp Bond | $5.6M | 1.23% | 68,656 | 增持 |
| 24 | BNTX | BioNTech SE ADR | $5.5M | 1.22% | 21,398 | 减持 |
| 25 | VGT | Vanguard Info Technology | $5.4M | 1.18% | 11,694 | 增持 |
来源：SEC 13F 申报文件 · 截至 2021-12-31
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