Sweet Financial Partners, LLC 13F 持仓 · 最近申报 2024年Q3
Sweet Financial Partners 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 198 只证券，申报市值合计 4.62 亿美元。前几大持仓：VOO（19.14%）、SCHD（5.12%）、RDVY（4.95%）。本季前 25 大持仓中：增持 4 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $88.4M | 19.14% | 167,533 | 减持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $23.6M | 5.12% | 279,479 | 减持 |
| 3 | RDVY | FIRST TR EXCHANGE-TRADED FD | $22.9M | 4.95% | 386,015 | 减持 |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $20.7M | 4.47% | 327,798 | 减持 |
| 5 | XT | ISHARES TR | $11.5M | 2.50% | 189,413 | 减持 |
| 6 | LMBS | FIRST TR EXCHANGE-TRADED FD | $11.3M | 2.45% | 228,730 | 减持 |
| 7 | FTLS | FIRST TR EXCH TRADED FD III | $11.3M | 2.44% | 177,340 | 减持 |
| 8 | XSOE | WISDOMTREE TR | $10.0M | 2.17% | 303,997 | 增持 |
| 9 | FTGS | FIRST TR EXCHANGE-TRADED FD | $9.7M | 2.10% | 311,260 | 减持 |
| 10 | CIBR | FIRST TR EXCHANGE TRADED FD | $9.2M | 2.00% | 156,166 | 减持 |
| 11 | AAPL | APPLE INC | $8.9M | 1.92% | 38,146 | 减持 |
| 12 | SPSB | SPDR SER TR | $8.2M | 1.78% | 271,426 | 减持 |
| 13 | NANR | SPDR INDEX SHS FDS | $6.7M | 1.46% | 118,771 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $6.7M | 1.45% | 15,536 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $4.9M | 1.06% | 40,429 | 减持 |
| 16 | UNH | UNITEDHEALTH GROUP INC | $4.4M | 0.95% | 7,487 | 减持 |
| 17 | LLY | ELI LILLY & CO | $4.4M | 0.94% | 4,919 | 减持 |
| 18 | FYX | FIRST TR SML CP CORE ALPHA F | $4.2M | 0.92% | 42,620 | 增持 |
| 19 | V | VISA INC | $4.0M | 0.86% | 14,389 | 减持 |
| 20 | QEFA | SPDR INDEX SHS FDS | $3.9M | 0.84% | 47,962 | 持平 |
| 21 | AVGO | BROADCOM INC | $3.7M | 0.81% | 21,633 | 增持 |
| 22 | HD | HOME DEPOT INC | $3.7M | 0.81% | 9,231 | 减持 |
| 23 | ABBV | ABBVIE INC | $3.5M | 0.76% | 17,781 | 减持 |
| 24 | GOOG | ALPHABET INC | $3.4M | 0.73% | 20,276 | 减持 |
| 25 | IJH | ISHARES TR | $3.3M | 0.72% | 53,502 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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