Sequoia Wealth Management, LLC 13F 持仓 · 最近申报 2019年Q4
Sequoia Wealth Management 在 2019年Q4（报告期截至 2019-12-31）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 1,290.60 万美元。前几大持仓：GSLC（15.54%）、VTI（8.96%）、IWM（7.68%）。本季前 25 大持仓中：增持 1 只、减持 13 只、清仓 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | $2.0M | 15.54% | 31,010 | 减持 |
| 2 | VTI | VANGUARD INDEX FDS | $1.2M | 8.96% | 7,068 | 减持 |
| 3 | IWM | ISHARES TR | $991,000 | 7.68% | 5,983 | 减持 |
| 4 | HDV | ISHARES TR | $981,000 | 7.60% | 10,000 | 持平 |
| 5 | SPHD | INVESCO EXCHNG TRADED FD TR | $967,000 | 7.49% | 21,973 | 减持 |
| 6 | CIBR | FIRST TR EXCHANGE TRADED FD | $949,000 | 7.35% | 31,600 | 减持 |
| 7 | DGRW | WISDOMTREE TR | $826,000 | 6.40% | 17,050 | 减持 |
| 8 | ITA | ISHARES TR | $760,000 | 5.89% | 3,423 | 减持 |
| 9 | SKYY | FIRST TR EXCHANGE TRADED FD | $735,000 | 5.70% | 12,180 | 减持 |
| 10 | FTEC | FIDELITY COVINGTON TR | $580,000 | 4.49% | 8,005 | 持平 |
| 11 | IYW | ISHARES TR | $554,000 | 4.29% | 2,380 | 持平 |
| 12 | FBT | FIRST TR EXCHANGE TRADED FD | $396,000 | 3.07% | 2,662 | 减持 |
| 13 | IGM | ISHARES TR | $395,000 | 3.06% | 1,632 | 减持 |
| 14 | BOND | PIMCO ETF TR | $367,000 | 2.84% | 3,403 | 增持 |
| 15 | IYF | ISHARES TR | $293,000 | 2.27% | 2,128 | 减持 |
| 16 | IYH | ISHARES TR | $259,000 | 2.01% | 1,200 | 持平 |
| 17 | EXAS | EXACT SCIENCES CORP | $245,000 | 1.90% | 2,650 | 持平 |
| 18 | IJR | ISHARES TR | $225,000 | 1.74% | 2,687 | 减持 |
| 19 | IWB | ISHARES TR | $222,000 | 1.72% | 1,246 | 减持 |
| 20 | AGG | ISHARES TR | $0 | 0.00% | 0 | 清仓 |
| 21 | BND | VANGUARD BD INDEX FD INC | $0 | 0.00% | 0 | 清仓 |
| 22 | BSV | VANGUARD BD INDEX FD INC | $0 | 0.00% | 0 | 清仓 |
| 23 | EAD | WELLS FARGO INCOME OPPORTUNI | $0 | 0.00% | 0 | 清仓 |
| 24 | FEMS | FIRST TR EXCH TRD ALPHA FD I | $0 | 0.00% | 0 | 清仓 |
| 25 | FHLC | FIDELITY COVINGTON TR | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2019-12-31
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