Piershale Financial Group, Inc. 13F 持仓 · 最近申报 2023年Q2
Piershale Financial Group 在 2023年Q2(报告期截至 2023-06-30)的 SEC 13F 申报中报告了 269 只证券,申报市值合计 1.57 亿美元。前几大持仓:BIL(57.40%)、SCHX(10.19%)、DIA(10.18%)。本季前 25 大持仓中:新建仓 3 只、增持 15 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SER TR | $90.1M | 57.40% | 981,076 | 减持 |
| 2 | SCHX | SCHWAB STRATEGIC TR | $16.0M | 10.19% | 305,493 | 增持 |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | $16.0M | 10.18% | 46,444 | 新建仓 |
| 4 | QQQ | INVESCO QQQ TR | $6.6M | 4.24% | 17,991 | 增持 |
| 5 | SCHG | SCHWAB STRATEGIC TR | $6.4M | 4.07% | 85,301 | 新建仓 |
| 6 | SCHV | SCHWAB STRATEGIC TR | $6.3M | 3.99% | 93,239 | 增持 |
| 7 | EFA | ISHARES TR | $6.2M | 3.97% | 85,857 | 新建仓 |
| 8 | AAPL | APPLE INC | $1.8M | 1.15% | 9,271 | 增持 |
| 9 | HD | HOME DEPOT INC | $729,959 | 0.47% | 2,350 | 增持 |
| 10 | ABT | ABBOTT LABS | $556,532 | 0.35% | 5,105 | 增持 |
| 11 | GIS | GENERAL MLS INC | $421,489 | 0.27% | 5,495 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $324,194 | 0.21% | 952 | 持平 |
| 13 | CSCO | CISCO SYS INC | $279,647 | 0.18% | 5,405 | 增持 |
| 14 | T | AT&T INC | $274,640 | 0.18% | 17,219 | 增持 |
| 15 | PEP | PEPSICO INC | $227,948 | 0.15% | 1,231 | 增持 |
| 16 | PG | PROCTER AND GAMBLE CO | $241,952 | 0.15% | 1,595 | 增持 |
| 17 | DRI | DARDEN RESTAURANTS INC | $186,706 | 0.12% | 1,117 | 增持 |
| 18 | WMT | WALMART INC | $176,628 | 0.11% | 1,124 | 增持 |
| 19 | GOOG | ALPHABET INC | $147,583 | 0.09% | 1,220 | 持平 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $140,500 | 0.09% | 1,050 | 持平 |
| 21 | ABBV | ABBVIE INC | $130,867 | 0.08% | 971 | 增持 |
| 22 | GOOGL | ALPHABET INC | $126,882 | 0.08% | 1,060 | 持平 |
| 23 | NVDA | NVIDIA CORPORATION | $126,060 | 0.08% | 298 | 减持 |
| 24 | YUM | YUM BRANDS INC | $122,407 | 0.08% | 883 | 增持 |
| 25 | USB | US BANCORP DEL | $101,961 | 0.06% | 3,086 | 持平 |
来源:SEC 13F 申报文件 · 截至 2023-06-30
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