Steward Partners Investment Solutions, LLC 13F 持仓 · 最近申报 2024年Q1
Steward Partners Investment Solutions 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 257 只证券，申报市值合计 5.94 亿美元。前几大持仓：MSFT（9.20%）、AAPL（8.11%）、VOO（4.34%）。本季前 25 大持仓中：新建仓 7 只、增持 17 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $54.7M | 9.20% | 129,910 | 增持 |
| 2 | AAPL | APPLE INC COM | $48.2M | 8.11% | 280,988 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $25.8M | 4.34% | 53,631 | 增持 |
| 4 | ONEQ | FIDELITY COMWLTH TR NASDAQ COMPOSITE INDEX ETF | $18.9M | 3.18% | 293,564 | 增持 |
| 5 | NVDA | NVIDIA CORP COM | $14.9M | 2.51% | 16,477 | 增持 |
| 6 | AMZN | AMAZON COM INC COM | $14.4M | 2.43% | 80,004 | 增持 |
| 7 | DXJ | WISDOMTREE TR JAPAN HEDGED EQUITY FD | $14.3M | 2.41% | 132,232 | 增持 |
| 8 | GOOG | ALPHABET INC CAP STK CL C | $13.2M | 2.23% | 86,830 | 增持 |
| 9 | SPY | SPDR S&P 500 ETF TR TR UNIT | $11.8M | 1.99% | 22,653 | 增持 |
| 10 | QQQ | INVESCO QQQ TR UNIT SER 1 | $10.9M | 1.83% | 24,549 | 新建仓 |
| 11 | JPM | JPMORGAN CHASE & CO | $10.2M | 1.72% | 51,081 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $10.0M | 1.69% | 23,877 | 增持 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS | $9.7M | 1.63% | 53,098 | 新建仓 |
| 14 | UBER | UBER TECHNOLOGIES INC COM | $9.3M | 1.56% | 120,563 | 新建仓 |
| 15 | XLF | SELECT SECTOR SPDR TR FINANCIAL | $8.7M | 1.47% | 207,463 | 新建仓 |
| 16 | V | VISA INC COM CL A | $8.4M | 1.42% | 30,164 | 增持 |
| 17 | XLC | SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD | $8.3M | 1.39% | 101,466 | 增持 |
| 18 | UNH | UNITEDHEALTH GROUP INC COM | $7.9M | 1.33% | 15,996 | 增持 |
| 19 | USMV | ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF | $7.0M | 1.17% | 83,204 | 新建仓 |
| 20 | XLE | SELECT SECTOR SPDR TR ENERGY | $6.7M | 1.13% | 71,160 | 减持 |
| 21 | JNJ | JOHNSON & JOHNSON COM | $6.4M | 1.08% | 40,408 | 增持 |
| 22 | AMD | ADVANCED MICRO DEVICES INC COM | $6.4M | 1.07% | 35,241 | 增持 |
| 23 | XLI | SELECT SECTOR SPDR TR INDL | $5.9M | 0.99% | 46,501 | 新建仓 |
| 24 | TMUS | T-MOBILE US INC COM | $5.7M | 0.97% | 35,172 | 新建仓 |
| 25 | AVGO | BROADCOM INC COM | $5.3M | 0.90% | 4,036 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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