Polaris Wealth Advisory Group, LLC 13F 持仓 · 最近申报 2023年Q3
Polaris Wealth Advisory Group 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 169 只证券，申报市值合计 13.14 亿美元。前几大持仓：AAPL（4.21%）、IGIB（3.20%）、IWF（3.04%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $55.3M | 4.21% | 322,877 | 增持 |
| 2 | IGIB | ISHARES TR | $42.0M | 3.20% | 863,704 | 增持 |
| 3 | IWF | ISHARES TR | $40.0M | 3.04% | 150,292 | 减持 |
| 4 | IVE | ISHARES TR | $38.8M | 2.95% | 252,298 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $37.1M | 2.83% | 117,599 | 增持 |
| 6 | ABBV | ABBVIE INC | $31.6M | 2.41% | 212,188 | 增持 |
| 7 | IEI | ISHARES TR | $31.7M | 2.41% | 280,464 | 减持 |
| 8 | IEF | ISHARES TR | $31.5M | 2.40% | 344,461 | 增持 |
| 9 | LQD | ISHARES TR | $31.1M | 2.37% | 305,300 | 增持 |
| 10 | JNJ | JOHNSON & JOHNSON | $29.2M | 2.23% | 187,762 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $29.2M | 2.22% | 201,226 | 增持 |
| 12 | NEE | NEXTERA ENERGY INC | $26.6M | 2.02% | 463,870 | 增持 |
| 13 | ELV | ELEVANCE HEALTH INC | $25.8M | 1.96% | 59,201 | 增持 |
| 14 | WMT | WALMART INC | $23.7M | 1.80% | 148,133 | 减持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $21.9M | 1.67% | 500,656 | 减持 |
| 16 | PG | PROCTER AND GAMBLE CO | $20.0M | 1.52% | 137,400 | 减持 |
| 17 | V | VISA INC | $19.9M | 1.52% | 86,673 | 增持 |
| 18 | COR | CENCORA INC | $19.7M | 1.50% | 109,242 | 增持 |
| 19 | FDX | FEDEX CORP | $19.6M | 1.49% | 73,917 | 增持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $19.0M | 1.45% | 54,369 | 增持 |
| 21 | LMT | LOCKHEED MARTIN CORP | $18.4M | 1.40% | 45,104 | 减持 |
| 22 | AVGO | BROADCOM INC | $17.5M | 1.33% | 21,046 | 减持 |
| 23 | COST | COSTCO WHSL CORP NEW | $16.6M | 1.26% | 29,361 | 减持 |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $16.6M | 1.26% | 290,265 | 减持 |
| 25 | HD | HOME DEPOT INC | $16.1M | 1.23% | 53,388 | 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