跳到正文

SteelBridge Private Wealth Advisors LLC 13F 持仓 · 最近申报 2018年Q1

SteelBridge Private Wealth Advisors 在 2018年Q1(报告期截至 2018-03-31)的 SEC 13F 申报中报告了 31 只证券,申报市值合计 1,154.70 万美元。前几大持仓:VWO(12.86%)、IVV(6.68%)、IWD(5.35%)。本季前 25 大持仓中:新建仓 1 只、增持 9 只、减持 5 只。

排名代码公司市值占组合股数变动
1VWOVanguard FTSE Emerging Mkts$1.5M12.86%31,612增持
2IVViShares Core S&P 500$771,0006.68%2,905增持
3IWDiShares Russell 1000 Lg Value$618,0005.35%5,155增持
4IWSiShares Russell Mid Cap Value$544,0004.71%6,293持平
5FPAYQFlexshopper Inc$470,0004.07%155,570减持
6IJRiShares Core S&P Small$456,0003.95%5,919增持
7VTIVanguard Total Stock Market$447,0003.87%3,292增持
8VVisa Inc$431,0003.73%3,599减持
9AMZNAmazon.Com Inc$412,0003.57%285减持
10IWPiShares Russell Mid Cap Growth$381,0003.30%3,101持平
11BRKBBerkshire Hathaway B$368,0003.19%1,843减持
12CTSHCognizant Tech Solu$342,0002.96%4,243减持
13GOOGLAlphabet Inc.$305,0002.64%294持平
14METAFacebook Inc CL-A$299,0002.59%1,872增持
15BKNGBooking Holdings Inc$295,0002.55%142新建仓
16CMECme Group Inc$285,0002.47%1,765持平
17IWFiShares Russell 1000 Lg Growth$284,0002.46%2,085增持
18ILMNIllumina Inc$276,0002.39%1,166持平
19PYPLPaypal Holdings Inco$268,0002.32%3,526持平
20SPGIS & P Global Inc$267,0002.31%1,399持平
21NVDANvidia Corp$259,0002.24%1,117持平
22VEAVanguard FTSE Developed Markets$255,0002.21%5,765增持
23ISRGIntuitive Surgical$254,0002.20%616持平
24NKENike Inc$239,0002.07%3,585持平
25EQIXEquinix Inc$236,0002.04%564增持

来源:SEC 13F 申报文件 · 截至 2018-03-31

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