跳到正文

Permit Capital Advisors, LLC 13F 持仓 · 最近申报 2022年Q1

Permit Capital Advisors 在 2022年Q1(报告期截至 2022-03-31)的 SEC 13F 申报中报告了 114 只证券,申报市值合计 2.60 亿美元。前几大持仓:SCHV(8.83%)、VOO(8.53%)、SPY(6.89%)。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
1SCHVSCHWAB US LARGE CAP VALUE ETF$22.9M8.83%317,375新建仓
2VOOVANGUARD S&P 500 ETF$22.2M8.53%54,242新建仓
3SPYSPDR S&P 500 ETF$17.9M6.89%2.5M新建仓
4VBRVANGUARD SMALL CAP VALUE ETF$13.3M5.11%74,546新建仓
5IVVISHARES CORE S&P 500 ETF$12.3M4.71%27,441新建仓
6SCHGSCHWAB US LARGE CAP GROWTH ETF$10.4M3.99%146,604新建仓
7IWNISHARES RUSSELL 2000 VALUE$9.4M3.60%943,512新建仓
8MINTPIMCO ENHANCED SHORT MATURITY ETF$9.3M3.59%593,974新建仓
9IWDISHARES RUSSELL 1000 VALUE ETF$8.4M3.23%785,339新建仓
10IEMGISHARES CORE MSCI EMERGING MKTS$8.0M3.09%148,941新建仓
11IEFAISHARES CORE MSCI EAFE$7.6M2.94%111,819新建仓
12FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF$6.7M2.58%113,147新建仓
13VTEBVANGUARD TAX-EXEMPT BOND ETF$6.4M2.46%1.6M新建仓
14TPYPTORTOISE NORTH AMERICAN PIPELINE FUND$5.4M2.08%696,476新建仓
15VSGXVANGUARD ESG INTERNATIONAL STOCK ETF$5.3M2.03%94,500新建仓
16VTVVANGUARD VALUE ETF$5.0M1.92%33,031新建仓
17JSTCADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF$4.9M1.88%295,000新建仓
18XLUUTILITIES SELECT SECTOR SPDR$4.6M1.77%59,975新建仓
19VNQVANGUARD REIT INDEX ETF$4.2M1.61%37,176新建仓
20IJRISHARES S&P SMALL-CAP FUND$3.9M1.49%36,012新建仓
21VSSVANGUARD FTSE ALL WORLD EX-US ETF$3.7M1.42%30,262新建仓
22PRFPOWERSHARES FTSE RAFI US 1000$3.5M1.36%20,417新建仓
23IJHISHARES S&P MIDCAP FUND$3.2M1.23%11,855新建仓
24IAUISHARES GOLD TRUST ETF$3.0M1.17%81,699新建仓
25MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF$3.0M1.16%67,056新建仓

来源:SEC 13F 申报文件 · 截至 2022-03-31

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