Provence Wealth Management Group 13F 持仓 · 最近申报 2023年Q4
Provence Wealth Management Group 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 461 只证券，申报市值合计 1.86 亿美元。前几大持仓：IVV（7.36%）、SPY（6.17%）、AAPL（3.84%）。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 | IVV | ISHARES TR | $13.7M | 7.36% | 28,667 | 减持 |
| 2 | SPY | SPDR S&P 500 ETF TR | $11.5M | 6.17% | 24,181 | 减持 |
| 3 | AAPL | APPLE INC | $7.1M | 3.84% | 37,094 | 增持 |
| 4 | IUSB | ISHARES CORE | $4.9M | 2.62% | 105,908 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $4.8M | 2.58% | 12,772 | 增持 |
| 6 | QUAL | ISHARES TR | $4.3M | 2.30% | 29,097 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $4.1M | 2.18% | 8,184 | 增持 |
| 8 | MBB | ISHARES TR | $4.0M | 2.15% | 42,542 | 增持 |
| 9 | DGRW | WISDOMTREE TRUST | $3.8M | 2.05% | 54,247 | 减持 |
| 10 | ESGU | ISHARES TR | $3.6M | 1.94% | 34,428 | 减持 |
| 11 | MUB | ISHARES TR | $3.6M | 1.92% | 32,973 | 减持 |
| 12 | EFG | ISHARES MSCI | $3.5M | 1.86% | 35,782 | 减持 |
| 13 | AMZN | AMAZON COM INC | $3.4M | 1.84% | 22,566 | 增持 |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $3.3M | 1.78% | 40,749 | 增持 |
| 15 | TSLA | TESLA INC | $3.0M | 1.64% | 12,273 | 增持 |
| 16 | META | META PLATFORMS INC | $3.0M | 1.59% | 8,336 | 增持 |
| 17 | SPMD | SPDR SER TR | $3.0M | 1.59% | 60,658 | 减持 |
| 18 | VCSH | VANGUARD SHORT | $2.9M | 1.54% | 37,150 | 增持 |
| 19 | IWF | ISHARES TR | $2.5M | 1.32% | 8,104 | 增持 |
| 20 | EFV | ISHARES MSCI | $2.4M | 1.30% | 46,356 | 减持 |
| 21 | GOOGL | ALPHABET INC | $2.3M | 1.23% | 16,399 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.16% | 6,054 | 增持 |
| 23 | VGIT | VANGUARD SCOTTSDALE FDS | $2.2M | 1.16% | 36,475 | 增持 |
| 24 | AVGO | BROADCOM INC | $2.1M | 1.15% | 1,914 | 增持 |
| 25 | IEMG | ISHARES CORE | $1.9M | 1.04% | 38,151 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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