Ruggie Capital Group 13F 持仓 · 最近申报 2020年Q3
Ruggie Capital Group 在 2020年Q3(报告期截至 2020-09-30)的 SEC 13F 申报中报告了 51 只证券,申报市值合计 193.50 万美元。前几大持仓:CCI(8.99%)、GSY(6.67%)、BRO(5.27%)。本季前 25 大持仓中:新建仓 8 只、增持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CCI | CROWN CASTLE INTL CO | $174,000 | 8.99% | 1,042 | 增持 |
| 2 | GSY | INVESCO ACTIVELY MANAGED ETF | $129,000 | 6.67% | 2,554 | 新建仓 |
| 3 | BRO | BROWN & BROWN INC | $102,000 | 5.27% | 2,247 | 增持 |
| 4 | BRKB | BERKSHIRE HATHAWAY | $101,000 | 5.22% | 472 | 增持 |
| 5 | SYSB | ISHARES TR | $88,000 | 4.55% | 864 | 新建仓 |
| 6 | BX | BLACKSTONE GROUP INC | $86,000 | 4.44% | 1,653 | 增持 |
| 7 | IAU | ISHARES GOLD ETF | $80,000 | 4.13% | 4,423 | 新建仓 |
| 8 | ABT | ABBOTT LABORATORIES | $67,000 | 3.46% | 617 | 增持 |
| 9 | XHB | SPDR S&P HOMEBUILDERS | $57,000 | 2.95% | 1,063 | 增持 |
| 10 | VZ | VERIZON COMMUNICATN | $56,000 | 2.89% | 945 | 增持 |
| 11 | BAC | BANK OF AMERICA CORP | $54,000 | 2.79% | 2,254 | 增持 |
| 12 | KO | THE COCA-COLA CO | $49,000 | 2.53% | 1,000 | 持平 |
| 13 | ABBV | ABBVIE INC | $46,000 | 2.38% | 530 | 持平 |
| 14 | MRK | MERCK & CO. INC. | $42,000 | 2.17% | 504 | 增持 |
| 15 | XLV | SELECT SECTOR HEALTH | $42,000 | 2.17% | 400 | 持平 |
| 16 | AAPL | APPLE INC | $41,000 | 2.12% | 350 | 新建仓 |
| 17 | RTX | RAYTHEON TECHNOLOGIES CO | $41,000 | 2.12% | 711 | 增持 |
| 18 | LMT | LOCKHEED MARTIN CORP | $39,000 | 2.02% | 101 | 增持 |
| 19 | DHI | D R HORTON CO | $38,000 | 1.96% | 500 | 持平 |
| 20 | XOM | EXXON MOBIL CORP | $36,000 | 1.86% | 1,042 | 增持 |
| 21 | HYLB | DBX ETF TR | $35,000 | 1.81% | 733 | 新建仓 |
| 22 | ICVT | ISHARES TR | $35,000 | 1.81% | 436 | 新建仓 |
| 23 | EPRF | INNOVATOR ETFS TR II | $34,000 | 1.76% | 1,407 | 新建仓 |
| 24 | FIXD | FIRST TR EXCHNG TRADED FD VI | $34,000 | 1.76% | 617 | 新建仓 |
| 25 | DIS | WALT DISNEY CO | $31,000 | 1.60% | 250 | 持平 |
来源:SEC 13F 申报文件 · 截至 2020-09-30
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