Private Portfolio Partners LLC 13F 持仓 · 最近申报 2024年Q4
Private Portfolio Partners 在 2024年Q4(报告期截至 2024-12-31)的 SEC 13F 申报中报告了 299 只证券,申报市值合计 5.44 亿美元。前几大持仓:VUG(8.68%)、VTV(8.04%)、VBK(3.80%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $47.2M | 8.68% | 115,010 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $43.7M | 8.04% | 258,379 | 增持 |
| 3 | VBK | VANGUARD INDEX FDS | $20.7M | 3.80% | 73,864 | 增持 |
| 4 | IEF | ISHARES TR | $17.8M | 3.28% | 192,984 | 增持 |
| 5 | BIL | SPDR SER TR | $16.6M | 3.05% | 181,184 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $16.5M | 3.04% | 375,789 | 增持 |
| 7 | VTEB | VANGUARD MUN BD FDS | $14.6M | 2.68% | 291,128 | 增持 |
| 8 | VBR | VANGUARD INDEX FDS | $14.2M | 2.62% | 71,868 | 增持 |
| 9 | AAPL | APPLE INC | $13.9M | 2.56% | 55,689 | 增持 |
| 10 | IWF | ISHARES TR | $11.1M | 2.05% | 27,721 | 减持 |
| 11 | EFG | ISHARES TR | $10.3M | 1.90% | 106,534 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $8.7M | 1.60% | 20,652 | 增持 |
| 13 | HEDJ | WISDOMTREE TR | $8.5M | 1.55% | 193,359 | 增持 |
| 14 | VOO | VANGUARD INDEX FDS | $7.2M | 1.31% | 13,273 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $7.0M | 1.29% | 52,208 | 增持 |
| 16 | QQQ | INVESCO QQQ TR | $7.0M | 1.29% | 13,758 | 增持 |
| 17 | DES | WISDOMTREE TR | $6.7M | 1.24% | 196,422 | 减持 |
| 18 | SPY | SPDR S&P 500 ETF TR | $6.7M | 1.24% | 11,514 | 减持 |
| 19 | SCZ | ISHARES TR | $6.6M | 1.21% | 108,035 | 减持 |
| 20 | VB | VANGUARD INDEX FDS | $6.4M | 1.18% | 26,722 | 增持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $5.7M | 1.05% | 118,997 | 增持 |
| 22 | EWJ | ISHARES INC | $4.9M | 0.91% | 73,638 | 增持 |
| 23 | AMZN | AMAZON COM INC | $4.6M | 0.85% | 21,025 | 增持 |
| 24 | XOM | EXXON MOBIL CORP | $4.4M | 0.82% | 41,367 | 减持 |
| 25 | EEM | ISHARES TR | $4.4M | 0.81% | 105,573 | 增持 |
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