Private Wealth Advisors, Inc. 13F 持仓 · 最近申报 2020年Q4
Private Wealth Advisors 在 2020年Q4(报告期截至 2020-12-31)的 SEC 13F 申报中报告了 115 只证券,申报市值合计 1.75 亿美元。前几大持仓:AAPL(11.35%)、AMZN(5.94%)、GOOGL(5.20%)。本季前 25 大持仓中:增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $19.9M | 11.35% | 199,604 | 增持 |
| 2 | AMZN | AMAZON COM INC | $10.4M | 5.94% | 3,397 | 减持 |
| 3 | GOOGL | ALPHABET INC | $9.1M | 5.20% | 5,502 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $8.8M | 5.04% | 28,170 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $7.6M | 4.32% | 34,117 | 减持 |
| 6 | IVV | ISHARES TR | $6.6M | 3.77% | 17,606 | 减持 |
| 7 | SPY | SPDR S&P 500 ETF TR | $6.1M | 3.46% | 16,232 | 减持 |
| 8 | WMT | WALMART INC | $4.7M | 2.67% | 32,548 | 减持 |
| 9 | IVW | ISHARES TR | $4.5M | 2.58% | 70,838 | 增持 |
| 10 | VZ | VERIZON COMMUNICATIONS INC | $4.0M | 2.28% | 67,963 | 增持 |
| 11 | PNC | PNC FINL SVCS GROUP INC | $3.9M | 2.21% | 25,979 | 减持 |
| 12 | CSCO | CISCO SYS INC | $3.6M | 2.06% | 80,607 | 减持 |
| 13 | IUSG | ISHARES TR | $3.4M | 1.94% | 38,487 | 减持 |
| 14 | JNJ | JOHNSON & JOHNSON | $3.3M | 1.87% | 20,803 | 减持 |
| 15 | T | AT&T INC | $3.2M | 1.85% | 112,590 | 增持 |
| 16 | DIS | DISNEY WALT CO | $3.2M | 1.83% | 23,651 | 减持 |
| 17 | IBB | ISHARES TR | $2.8M | 1.60% | 18,483 | 增持 |
| 18 | DLN | WISDOMTREE TR | $2.6M | 1.50% | 24,556 | 增持 |
| 19 | XLF | SELECT SECTOR SPDR TR | $2.6M | 1.46% | 86,821 | 减持 |
| 20 | MCD | MCDONALDS CORP | $2.5M | 1.42% | 11,624 | 减持 |
| 21 | HD | HOME DEPOT INC | $2.4M | 1.37% | 10,074 | 增持 |
| 22 | PG | PROCTER AND GAMBLE CO | $2.2M | 1.26% | 15,916 | 增持 |
| 23 | EMCF | EMCLAIRE FINL CORP | $2.0M | 1.17% | 66,955 | 持平 |
| 24 | NFLX | NETFLIX INC | $2.0M | 1.16% | 3,971 | 增持 |
| 25 | KO | COCA COLA CO | $1.7M | 0.99% | 31,709 | 减持 |
来源:SEC 13F 申报文件 · 截至 2020-12-31
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