Peninsula Wealth, LLC 13F 持仓 · 最近申报 2024年Q4
Peninsula Wealth 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 105 只证券，申报市值合计 5.87 亿美元。前几大持仓：SNOW（12.31%）、IVW（11.23%）、ORCL（10.90%）。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 | SNOW | SNOWFLAKE INC | $72.2M | 12.31% | 467,675 | 减持 |
| 2 | IVW | ISHARES TR | $65.9M | 11.23% | 649,125 | 增持 |
| 3 | ORCL | ORACLE CORP | $64.0M | 10.90% | 383,800 | 减持 |
| 4 | VUG | VANGUARD INDEX FDS | $56.5M | 9.64% | 137,745 | 减持 |
| 5 | IVE | ISHARES TR | $53.4M | 9.11% | 279,913 | 增持 |
| 6 | VTV | VANGUARD INDEX FDS | $39.1M | 6.67% | 231,153 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $23.0M | 3.91% | 170,936 | 减持 |
| 8 | QQQ | INVESCO QQQ TR | $16.6M | 2.83% | 32,533 | 增持 |
| 9 | IVLU | ISHARES TR | $13.6M | 2.31% | 500,695 | 增持 |
| 10 | AAPL | APPLE INC | $13.2M | 2.26% | 52,830 | 增持 |
| 11 | JIG | J P MORGAN EXCHANGE TRADED F | $12.2M | 2.08% | 195,541 | 增持 |
| 12 | EMXC | ISHARES INC | $10.6M | 1.80% | 190,646 | 减持 |
| 13 | IEFA | ISHARES TR | $9.2M | 1.57% | 131,446 | 减持 |
| 14 | VB | VANGUARD INDEX FDS | $8.9M | 1.52% | 37,198 | 减持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $7.4M | 1.27% | 155,325 | 减持 |
| 16 | IUSB | ISHARES TR | $7.2M | 1.23% | 159,067 | 增持 |
| 17 | IUSG | ISHARES TR | $7.1M | 1.22% | 51,208 | 增持 |
| 18 | IJH | ISHARES TR | $6.7M | 1.15% | 108,066 | 减持 |
| 19 | EFV | ISHARES TR | $6.5M | 1.11% | 123,589 | 增持 |
| 20 | IEMG | ISHARES INC | $6.3M | 1.08% | 121,012 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $4.6M | 0.79% | 10,954 | 增持 |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $4.2M | 0.72% | 96,317 | 减持 |
| 23 | GILD | GILEAD SCIENCES INC | $3.9M | 0.66% | 41,786 | 减持 |
| 24 | VO | VANGUARD INDEX FDS | $3.6M | 0.61% | 13,557 | 增持 |
| 25 | IVV | ISHARES TR | $3.0M | 0.52% | 5,145 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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