Professional Planning 13F 持仓 · 最近申报 2021年Q3
Professional Planning 在 2021年Q3（报告期截至 2021-09-30）的 SEC 13F 申报中报告了 124 只证券，申报市值合计 2.09 亿美元。前几大持仓：AAPL（12.46%）、AMZN（11.08%）、MSFT（6.06%）。本季前 25 大持仓中：增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $26.1M | 12.46% | 184,441 | 减持 |
| 2 | AMZN | AMAZON COM INC | $23.2M | 11.08% | 7,062 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $12.7M | 6.06% | 45,047 | 减持 |
| 4 | QQQ | INVESCO QQQ TRUST | $11.2M | 5.36% | 31,379 | 增持 |
| 5 | MA | MASTERCARD INC CL-A | $8.7M | 4.16% | 25,060 | 减持 |
| 6 | V | VISA INC CLASS-A | $8.7M | 4.16% | 39,149 | 减持 |
| 7 | TSLA | TESLA INC | $5.7M | 2.70% | 7,290 | 减持 |
| 8 | COST | COSTCO WHOLESALE CORP | $4.9M | 2.36% | 11,003 | 减持 |
| 9 | GOOGL | ALPHABET INC CL-A | $4.8M | 2.27% | 1,779 | 增持 |
| 10 | NVDA | NVIDIA CORP | $4.3M | 2.08% | 21,000 | 增持 |
| 11 | HD | HOME DEPOT INC | $4.2M | 2.02% | 12,869 | 减持 |
| 12 | DIS | DISNEY WALT COMPANY | $3.8M | 1.79% | 22,215 | 增持 |
| 13 | META | META PLATFORMS INC CL-A | $3.7M | 1.76% | 10,830 | 减持 |
| 14 | MRNA | MODERNA INC | $3.7M | 1.75% | 9,539 | 增持 |
| 15 | FCOR | FIDELITY MERR CORP BD ETF | $3.4M | 1.64% | 62,091 | 减持 |
| 16 | GOOG | ALPHABET INC CL-C | $3.4M | 1.61% | 1,264 | 增持 |
| 17 | SPY | SPDR S&P 500 ETF | $2.7M | 1.28% | 6,269 | 增持 |
| 18 | STIP | ISHARES 0-5 YR TIPS ETF | $2.6M | 1.26% | 25,067 | 增持 |
| 19 | SBUX | STARBUCKS CORP | $2.6M | 1.24% | 23,528 | 减持 |
| 20 | JPM | JP MORGAN CHASE & CO | $2.1M | 1.01% | 12,889 | 减持 |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC -A | $2.1M | 0.98% | 5 | 持平 |
| 22 | BRKB | BERKSHIRE HATHAWAY-B-NEW | $1.8M | 0.85% | 6,500 | 增持 |
| 23 | MOAT | VANECK VEC MORN WMOAT ETF | $1.7M | 0.80% | 22,837 | 增持 |
| 24 | LQD | ISHARES IBOXX$ INV GR CRP | $1.5M | 0.72% | 11,378 | 减持 |
| 25 | NFLX | NETFLIX INC | $1.4M | 0.67% | 2,311 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-09-30
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