StrategIQ Financial Group, LLC 13F 持仓 · 最近申报 2023年Q4
StrategIQ Financial Group 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 316 只证券，申报市值合计 8.85 亿美元。前几大持仓：VTI（4.62%）、SPY（3.65%）、VIG（3.41%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $40.9M | 4.62% | 172,559 | 减持 |
| 2 | SPY | SPDR S&P 500 ETF TR | $32.3M | 3.65% | 67,702 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $30.2M | 3.41% | 177,294 | 减持 |
| 4 | IWV | ISHARES TR | $26.6M | 3.00% | 97,009 | 减持 |
| 5 | IJH | ISHARES TR | $24.0M | 2.71% | 86,597 | 增持 |
| 6 | ECL | ECOLAB INC | $23.4M | 2.64% | 117,883 | 减持 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $23.2M | 2.62% | 300,360 | 减持 |
| 8 | SPTM | SPDR SER TR | $22.9M | 2.59% | 392,291 | 减持 |
| 9 | VUSB | VANGUARD BD INDEX FDS | $21.5M | 2.42% | 434,192 | 减持 |
| 10 | SPSB | SPDR SER TR | $17.8M | 2.01% | 597,611 | 减持 |
| 11 | SPYM | SPDR SER TR | $15.7M | 1.78% | 281,469 | 减持 |
| 12 | VONE | VANGUARD SCOTTSDALE FDS | $15.5M | 1.75% | 71,523 | 减持 |
| 13 | IVV | ISHARES TR | $15.1M | 1.70% | 31,564 | 减持 |
| 14 | AAPL | APPLE INC | $14.2M | 1.60% | 73,778 | 减持 |
| 15 | IWM | ISHARES TR | $13.7M | 1.55% | 68,496 | 增持 |
| 16 | SPYV | SPDR SER TR | $12.6M | 1.42% | 269,987 | 增持 |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $12.2M | 1.38% | 242,779 | 减持 |
| 18 | SPDW | SPDR INDEX SHS FDS | $12.1M | 1.37% | 356,188 | 减持 |
| 19 | UPS | UNITED PARCEL SERVICE INC | $12.0M | 1.36% | 76,524 | 减持 |
| 20 | EFV | ISHARES TR | $11.5M | 1.29% | 219,939 | 增持 |
| 21 | FPE | FIRST TR EXCH TRADED FD III | $11.4M | 1.28% | 674,085 | 减持 |
| 22 | QQQ | INVESCO QQQ TR | $11.2M | 1.27% | 27,406 | 增持 |
| 23 | SPYG | SPDR SER TR | $11.0M | 1.24% | 169,170 | 增持 |
| 24 | SPIB | SPDR SER TR | $10.7M | 1.21% | 325,260 | 增持 |
| 25 | USTB | VICTORY PORTFOLIOS II | $10.7M | 1.21% | 216,578 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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