Pathstone Family Office, LLC 13F 持仓 · 最近申报 2023年Q3
Pathstone Family Office 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 1,655 只证券，申报市值合计 131.15 亿美元。前几大持仓：SPY（9.33%）、IVV（7.47%）、MSFT（4.45%）。本季前 25 大持仓中：增持 23 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $1.22B | 9.33% | 2.9M | 增持 |
| 2 | IVV | ISHARES TR | $979.3M | 7.47% | 2.3M | 增持 |
| 3 | MSFT | MICROSOFT CORP | $583.1M | 4.45% | 1.5M | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $520.8M | 3.97% | 1.3M | 增持 |
| 5 | MDY | SPDR S&P MIDCAP 400 ETF TR | $439.8M | 3.35% | 963,113 | 增持 |
| 6 | AAPL | APPLE INC | $360.7M | 2.75% | 2.3M | 增持 |
| 7 | IJH | ISHARES TR | $358.3M | 2.73% | 1.4M | 增持 |
| 8 | IWB | ISHARES TR | $274.9M | 2.10% | 1.2M | 增持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $206.9M | 1.58% | 4.7M | 增持 |
| 10 | IJR | ISHARES TR | $190.2M | 1.45% | 2.0M | 增持 |
| 11 | VV | VANGUARD INDEX FDS | $183.6M | 1.40% | 938,044 | 减持 |
| 12 | KO | COCA COLA CO | $168.4M | 1.28% | 3.0M | 增持 |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $161.6M | 1.23% | 304 | 增持 |
| 14 | IWM | ISHARES TR | $157.9M | 1.20% | 893,233 | 增持 |
| 15 | VYM | VANGUARD WHITEHALL FDS | $155.2M | 1.18% | 1.5M | 增持 |
| 16 | IWR | ISHARES TR | $142.2M | 1.08% | 2.1M | 增持 |
| 17 | VTI | VANGUARD INDEX FDS | $134.0M | 1.02% | 630,727 | 增持 |
| 18 | VO | VANGUARD INDEX FDS | $123.5M | 0.94% | 592,998 | 增持 |
| 19 | LOW | LOWES COS INC | $110.0M | 0.84% | 528,852 | 增持 |
| 20 | AMZN | AMAZON COM INC | $108.8M | 0.83% | 855,736 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $107.2M | 0.82% | 304,682 | 增持 |
| 22 | SPDW | SPDR INDEX SHS FDS | $103.5M | 0.79% | 3.3M | 减持 |
| 23 | KDP | KEURIG DR PEPPER INC | $99.7M | 0.76% | 3.2M | 增持 |
| 24 | TSLA | TESLA INC | $92.8M | 0.71% | 367,636 | 增持 |
| 25 | SDY | SPDR SER TR | $92.2M | 0.70% | 801,808 | 增持 |
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