Regentatlantic Capital LLC 13F 持仓 · 最近申报 2022年Q3
Regentatlantic Capital 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 666 只证券，申报市值合计 33.43 亿美元。前几大持仓：VOO（11.19%）、SCHF（9.23%）、AAPL（4.00%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $374.0M | 11.19% | 1.1M | 增持 |
| 2 | SCHF | SCHWAB STRATEGIC TR | $308.7M | 9.23% | 11.0M | 减持 |
| 3 | AAPL | APPLE INC | $133.6M | 4.00% | 966,669 | 增持 |
| 4 | VNQ | VANGUARD INDEX FDS | $120.1M | 3.59% | 1.5M | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $115.5M | 3.46% | 3.2M | 增持 |
| 6 | IEMG | ISHARES INC | $110.1M | 3.29% | 2.6M | 减持 |
| 7 | RPV | INVESCO EXCHANGE TRADED FD T | $101.8M | 3.04% | 1.5M | 增持 |
| 8 | MSFT | MICROSOFT CORP | $94.1M | 2.82% | 404,124 | 减持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $85.7M | 2.56% | 1.3M | 增持 |
| 10 | VUG | VANGUARD INDEX FDS | $63.8M | 1.91% | 297,982 | 增持 |
| 11 | GOOGL | ALPHABET INC | $52.0M | 1.56% | 544,108 | 增持 |
| 12 | AMZN | AMAZON COM INC | $43.1M | 1.29% | 381,195 | 增持 |
| 13 | SPY | SPDR S&P 500 ETF TR | $38.0M | 1.14% | 106,354 | 增持 |
| 14 | XOM | EXXON MOBIL CORP | $37.4M | 1.12% | 428,596 | 增持 |
| 15 | GBIL | GOLDMAN SACHS ETF TR | $36.6M | 1.09% | 366,271 | 新建仓 |
| 16 | TSLA | TESLA INC | $35.1M | 1.05% | 132,250 | 增持 |
| 17 | JNJ | JOHNSON & JOHNSON | $34.9M | 1.04% | 213,405 | 增持 |
| 18 | IJH | ISHARES TR | $33.0M | 0.99% | 150,437 | 减持 |
| 19 | UNH | UNITEDHEALTH GROUP INC | $30.8M | 0.92% | 60,895 | 减持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $30.3M | 0.91% | 113,359 | 减持 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $27.8M | 0.83% | 760,970 | 增持 |
| 22 | WMT | WALMART INC | $23.1M | 0.69% | 178,274 | 增持 |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $21.2M | 0.63% | 41,755 | 减持 |
| 24 | ELV | ELEVANCE HEALTH INC | $20.1M | 0.60% | 44,315 | 减持 |
| 25 | PFE | PFIZER INC | $19.3M | 0.58% | 440,788 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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