Strategic Capital Advisers, Inc. 13F 持仓 · 最近申报 2022年Q2
Strategic Capital Advisers 在 2022年Q2(报告期截至 2022-06-30)的 SEC 13F 申报中报告了 59 只证券,申报市值合计 1.21 亿美元。前几大持仓:MOO(6.31%)、SCHB(5.13%)、IAU(4.79%)。本季前 25 大持仓中:增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MOO | VANECK ETF TRUST | $7.6M | 6.31% | 88,338 | 增持 |
| 2 | SCHB | SCHWAB STRATEGIC TR | $6.2M | 5.13% | 140,679 | 增持 |
| 3 | IAU | ISHARES GOLD TR | $5.8M | 4.79% | 169,212 | 增持 |
| 4 | LLY | LILLY ELI & CO | $4.6M | 3.81% | 14,214 | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $4.0M | 3.27% | 20,994 | 增持 |
| 6 | GLD | SPDR GOLD TR | $3.9M | 3.24% | 23,309 | 减持 |
| 7 | UNH | UNITEDHEALTH GROUP INC | $3.9M | 3.23% | 7,609 | 减持 |
| 8 | AAPL | APPLE INC | $3.4M | 2.82% | 24,975 | 增持 |
| 9 | WM | WASTE MGMT INC DEL | $3.4M | 2.80% | 22,156 | 增持 |
| 10 | COST | COSTCO WHSL CORP NEW | $3.1M | 2.58% | 6,516 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $3.1M | 2.58% | 12,180 | 减持 |
| 12 | AMT | AMERICAN TOWER CORP NEW | $3.1M | 2.57% | 12,199 | 增持 |
| 13 | CVX | CHEVRON CORP NEW | $3.1M | 2.53% | 21,194 | 增持 |
| 14 | BX | BLACKSTONE INC | $3.1M | 2.52% | 33,466 | 增持 |
| 15 | XLU | SELECT SECTOR SPDR TR | $3.0M | 2.47% | 42,673 | 增持 |
| 16 | MRK | MERCK & CO INC | $3.0M | 2.45% | 32,506 | 增持 |
| 17 | JNJ | JOHNSON & JOHNSON | $2.9M | 2.40% | 16,396 | 增持 |
| 18 | HD | HOME DEPOT INC | $2.9M | 2.36% | 10,410 | 增持 |
| 19 | ADM | ARCHER DANIELS MIDLAND CO | $2.8M | 2.34% | 36,453 | 增持 |
| 20 | SCHA | SCHWAB STRATEGIC TR | $2.8M | 2.29% | 71,096 | 减持 |
| 21 | V | VISA INC | $2.7M | 2.23% | 13,724 | 增持 |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $2.6M | 2.15% | 51,219 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $2.5M | 2.08% | 22,415 | 增持 |
| 24 | SYK | STRYKER CORPORATION | $2.5M | 2.04% | 12,401 | 减持 |
| 25 | ISRG | INTUITIVE SURGICAL INC | $2.4M | 1.98% | 11,977 | 增持 |
来源:SEC 13F 申报文件 · 截至 2022-06-30
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