Proquility Private Wealth Partners, LLC 13F 持仓 · 最近申报 2025年Q1
Proquility Private Wealth Partners 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 82 只证券，申报市值合计 3.24 亿美元。前几大持仓：IEMG（6.90%）、IEFA（6.22%）、XLF（3.58%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEMG | ISHARES INC | $22.4M | 6.90% | 414,765 | 增持 |
| 2 | IEFA | ISHARES TR | $20.2M | 6.22% | 266,981 | 增持 |
| 3 | XLF | SELECT SECTOR SPDR TR | $11.6M | 3.58% | 233,471 | 增持 |
| 4 | VGT | VANGUARD WORLD FD | $11.4M | 3.52% | 21,080 | 减持 |
| 5 | XLV | SELECT SECTOR SPDR TR | $11.2M | 3.46% | 76,950 | 增持 |
| 6 | VB | VANGUARD INDEX FDS | $10.2M | 3.14% | 46,001 | 减持 |
| 7 | XLY | SELECT SECTOR SPDR TR | $8.9M | 2.75% | 45,157 | 增持 |
| 8 | EZU | ISHARES INC | $8.7M | 2.68% | 163,007 | 增持 |
| 9 | XLC | SELECT SECTOR SPDR TR | $8.4M | 2.59% | 87,085 | 减持 |
| 10 | BBAX | J P MORGAN EXCHANGE TRADED F | $8.2M | 2.51% | 167,548 | 增持 |
| 11 | FLGB | FRANKLIN TEMPLETON ETF TR | $7.8M | 2.39% | 270,868 | 减持 |
| 12 | VMBS | VANGUARD SCOTTSDALE FDS | $7.4M | 2.29% | 160,506 | 减持 |
| 13 | XLE | SELECT SECTOR SPDR TR | $7.3M | 2.25% | 77,961 | 增持 |
| 14 | FLJP | FRANKLIN TEMPLETON ETF TR | $7.1M | 2.20% | 242,846 | 增持 |
| 15 | PZA | INVESCO EXCH TRADED FD TR II | $6.9M | 2.13% | 300,398 | 增持 |
| 16 | VIS | VANGUARD WORLD FD | $6.8M | 2.10% | 27,583 | 减持 |
| 17 | XOM | EXXON MOBIL CORP | $6.8M | 2.10% | 57,420 | 增持 |
| 18 | GOVT | ISHARES TR | $5.6M | 1.73% | 244,786 | 增持 |
| 19 | ITM | VANECK ETF TRUST | $5.1M | 1.59% | 113,095 | 增持 |
| 20 | VDC | VANGUARD WORLD FD | $4.6M | 1.43% | 21,137 | 减持 |
| 21 | FLCA | FRANKLIN TEMPLETON ETF TR | $4.4M | 1.36% | 118,195 | 增持 |
| 22 | MDT | MEDTRONIC PLC | $4.3M | 1.33% | 48,181 | 增持 |
| 23 | C | CITIGROUP INC | $4.3M | 1.32% | 60,253 | 减持 |
| 24 | FITB | FIFTH THIRD BANCORP | $4.2M | 1.31% | 108,285 | 增持 |
| 25 | TFC | TRUIST FINL CORP | $4.3M | 1.31% | 103,686 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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