PRW Wealth Management LLC 13F 持仓 · 最近申报 2023年Q3
PRW Wealth Management 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 106 只证券，申报市值合计 2.62 亿美元。前几大持仓：IVV（17.21%）、VUG（9.11%）、EFA（5.88%）。本季前 25 大持仓中：新建仓 14 只、增持 5 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $45.1M | 17.21% | 108,116 | 新建仓 |
| 2 | VUG | VANGUARD INDEX FDS | $23.9M | 9.11% | 89,792 | 新建仓 |
| 3 | EFA | ISHARES TR | $15.4M | 5.88% | 231,496 | 新建仓 |
| 4 | QQQ | INVESCO QQQ TR | $13.4M | 5.12% | 38,447 | 减持 |
| 5 | VTV | VANGUARD INDEX FDS | $12.1M | 4.60% | 90,629 | 新建仓 |
| 6 | MINT | PIMCO ETF TR | $10.1M | 3.85% | 100,965 | 增持 |
| 7 | AGG | ISHARES TR | $9.8M | 3.75% | 106,527 | 新建仓 |
| 8 | YJUN | FIRST TR EXCHNG TRADED FD VI | $8.4M | 3.21% | 433,275 | 新建仓 |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $8.3M | 3.18% | 165,984 | 增持 |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | $8.0M | 3.06% | 160,149 | 新建仓 |
| 11 | PIPR | PIPER SANDLER COMPANIES | $7.1M | 2.71% | 51,398 | 持平 |
| 12 | VV | VANGUARD INDEX FDS | $7.1M | 2.70% | 37,191 | 新建仓 |
| 13 | BILZ | PIMCO ETF TR | $6.3M | 2.42% | 62,976 | 新建仓 |
| 14 | IJT | ISHARES TR | $6.0M | 2.30% | 58,462 | 新建仓 |
| 15 | XLE | SELECT SECTOR SPDR TR | $5.7M | 2.17% | 66,900 | 增持 |
| 16 | VTI | VANGUARD INDEX FDS | $5.2M | 1.97% | 25,130 | 新建仓 |
| 17 | NVDA | NVIDIA CORPORATION | $4.9M | 1.87% | 11,922 | 减持 |
| 18 | AAPL | APPLE INC | $4.3M | 1.65% | 25,436 | 减持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.9M | 1.47% | 11,411 | 减持 |
| 20 | AMZN | AMAZON COM INC | $3.5M | 1.35% | 26,659 | 增持 |
| 21 | TPL | TEXAS PACIFIC LAND CORPORATI | $3.4M | 1.29% | 1,841 | 增持 |
| 22 | GOOG | ALPHABET INC | $3.1M | 1.18% | 24,656 | 新建仓 |
| 23 | MSFT | MICROSOFT CORP | $2.7M | 1.02% | 7,930 | 减持 |
| 24 | IWV | ISHARES TR | $2.6M | 0.98% | 10,811 | 新建仓 |
| 25 | FNOV | FIRST TR EXCHNG TRADED FD VI | $2.3M | 0.90% | 62,146 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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