Spectrum Wealth Counsel, LLC 13F 持仓 · 最近申报 2025年Q1
Spectrum Wealth Counsel 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 365 只证券，申报市值合计 8.33 亿美元。前几大持仓：SPY（13.98%）、IVV（9.63%）、XLK（3.93%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $116.5M | 13.98% | 208,198 | 减持 |
| 2 | IVV | ISHARES TR | $80.2M | 9.63% | 142,740 | 增持 |
| 3 | XLK | SELECT SECTOR SPDR TR | $32.7M | 3.93% | 158,473 | 减持 |
| 4 | AAPL | APPLE INC | $26.7M | 3.21% | 120,395 | 增持 |
| 5 | RDVI | FIRST TR EXCHANGE-TRADED FD | $25.2M | 3.02% | 1.1M | 增持 |
| 6 | QUAL | ISHARES TR | $22.1M | 2.66% | 129,458 | 增持 |
| 7 | IUSB | ISHARES TR | $20.8M | 2.49% | 450,995 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $19.5M | 2.34% | 51,894 | 增持 |
| 9 | LLY | ELI LILLY & CO | $18.7M | 2.25% | 22,466 | 增持 |
| 10 | XLF | SELECT SECTOR SPDR TR | $16.0M | 1.92% | 321,387 | 增持 |
| 11 | IVE | ISHARES TR | $15.3M | 1.83% | 80,206 | 增持 |
| 12 | TJX | TJX COS INC NEW | $14.4M | 1.73% | 118,096 | 减持 |
| 13 | META | META PLATFORMS INC | $14.3M | 1.72% | 24,714 | 增持 |
| 14 | V | VISA INC | $14.3M | 1.71% | 40,739 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO. | $13.9M | 1.67% | 56,869 | 减持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $13.8M | 1.66% | 25,989 | 持平 |
| 17 | EFV | ISHARES TR | $13.6M | 1.63% | 229,934 | 减持 |
| 18 | IEFA | ISHARES TR | $13.6M | 1.63% | 179,371 | 增持 |
| 19 | IAU | ISHARES GOLD TR | $12.4M | 1.48% | 209,790 | 增持 |
| 20 | XLI | SELECT SECTOR SPDR TR | $11.4M | 1.37% | 87,050 | 增持 |
| 21 | GS | GOLDMAN SACHS GROUP INC | $11.2M | 1.34% | 20,443 | 增持 |
| 22 | XLC | SELECT SECTOR SPDR TR | $11.1M | 1.33% | 115,286 | 减持 |
| 23 | AMZN | AMAZON COM INC | $10.8M | 1.30% | 56,709 | 增持 |
| 24 | AVGO | BROADCOM INC | $9.8M | 1.18% | 58,499 | 减持 |
| 25 | IAK | ISHARES TR | $9.9M | 1.18% | 71,539 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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