Signify Wealth 13F 持仓 · 最近申报 2024年Q4
Signify Wealth 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 8,859.69 万美元。前几大持仓：IYW（9.79%）、VGSH（8.68%）、SPY（7.70%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES TR | $8.7M | 9.79% | 54,361 | 增持 |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $7.7M | 8.68% | 132,253 | 增持 |
| 3 | SPY | SPDR S&P 500 ETF TR | $6.8M | 7.70% | 11,645 | 增持 |
| 4 | PWRD | TCW ETF TRUST | $6.6M | 7.46% | 91,025 | 增持 |
| 5 | TSLA | TESLA INC | $5.8M | 6.54% | 14,342 | 增持 |
| 6 | AMZN | AMAZON COM INC | $5.6M | 6.37% | 25,744 | 减持 |
| 7 | AAPL | APPLE INC | $5.0M | 5.61% | 19,849 | 减持 |
| 8 | GOOGL | ALPHABET INC | $4.6M | 5.21% | 24,397 | 减持 |
| 9 | ABFL | TRIMTABS ETF TR | $4.3M | 4.84% | 64,516 | 增持 |
| 10 | QUAL | ISHARES TR | $4.2M | 4.80% | 23,859 | 增持 |
| 11 | SPLV | INVESCO EXCH TRADED FD TR II | $4.2M | 4.77% | 60,383 | 增持 |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $4.1M | 4.66% | 23,537 | 增持 |
| 13 | ABLG | TRIMTABS ETF TR | $4.0M | 4.51% | 139,250 | 增持 |
| 14 | EFA | ISHARES TR | $4.0M | 4.49% | 52,621 | 增持 |
| 15 | IAU | ISHARES GOLD TR | $3.4M | 3.87% | 69,176 | 增持 |
| 16 | XLE | SELECT SECTOR SPDR TR | $3.1M | 3.47% | 35,868 | 新建仓 |
| 17 | NVDA | NVIDIA CORPORATION | $1.8M | 2.02% | 13,341 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $1.4M | 1.53% | 4,690 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $932,044 | 1.05% | 2,211 | 增持 |
| 20 | META | META PLATFORMS INC | $575,669 | 0.65% | 983 | 持平 |
| 21 | NFLX | NETFLIX INC | $451,008 | 0.51% | 506 | 持平 |
| 22 | CRWD | CROWDSTRIKE HLDGS INC | $325,052 | 0.37% | 950 | 持平 |
| 23 | BND | VANGUARD BD INDEX FDS | $287,784 | 0.32% | 4,002 | 增持 |
| 24 | VB | VANGUARD INDEX FDS | $246,527 | 0.28% | 1,026 | 增持 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $239,291 | 0.27% | 5,004 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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