Tallon Kerry Patrick 13F 持仓 · 最近申报 2024年Q4
Tallon Kerry Patrick 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 105 只证券，申报市值合计 1.04 亿美元。前几大持仓：IVV（9.52%）、IWV（7.33%）、QQQ（4.72%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $9.9M | 9.52% | 16,838 | 新建仓 |
| 2 | IWV | ISHARES TR | $7.6M | 7.33% | 22,809 | 新建仓 |
| 3 | QQQ | INVESCO QQQ TR | $4.9M | 4.72% | 9,611 | 新建仓 |
| 4 | DMRC | DIGIMARC CORP NEW | $4.8M | 4.64% | 120,757 | 新建仓 |
| 5 | BNL | BROADSTONE NET LEASE INC | $4.7M | 4.49% | 297,587 | 新建仓 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $3.3M | 3.20% | 17,045 | 新建仓 |
| 7 | IJR | ISHARES TR | $3.1M | 2.99% | 27,029 | 新建仓 |
| 8 | COWZ | PACER FDS TR | $3.0M | 2.92% | 53,708 | 新建仓 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.8M | 2.69% | 6,208 | 新建仓 |
| 10 | EXEL | EXELIXIS INC | $2.6M | 2.52% | 77,166 | 新建仓 |
| 11 | PAYX | PAYCHEX INC | $2.4M | 2.33% | 17,464 | 新建仓 |
| 12 | SPMD | SPDR SER TR | $2.4M | 2.26% | 43,143 | 新建仓 |
| 13 | VEU | VANGUARD INTL EQUITY INDEX F | $2.2M | 2.15% | 39,063 | 新建仓 |
| 14 | TMUS | T-MOBILE US INC | $2.1M | 2.06% | 9,738 | 新建仓 |
| 15 | CDXS | CODEXIS INC | $2.0M | 1.94% | 403,667 | 新建仓 |
| 16 | AAPL | APPLE INC | $1.9M | 1.81% | 7,696 | 新建仓 |
| 17 | IWY | ISHARES TR | $1.9M | 1.81% | 8,032 | 新建仓 |
| 18 | IWP | ISHARES TR | $1.9M | 1.80% | 14,694 | 新建仓 |
| 19 | ARKK | ARK ETF TR | $1.8M | 1.77% | 32,397 | 新建仓 |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.8M | 1.71% | 30,860 | 新建仓 |
| 21 | USRT | ISHARES TR | $1.8M | 1.71% | 31,274 | 新建仓 |
| 22 | PFF | ISHARES TR | $1.7M | 1.67% | 54,516 | 新建仓 |
| 23 | DGRO | ISHARES TR | $1.6M | 1.54% | 26,257 | 新建仓 |
| 24 | ASUR | ASURE SOFTWARE INC | $1.4M | 1.32% | 144,871 | 新建仓 |
| 25 | MSFT | MICROSOFT CORP | $1.4M | 1.32% | 3,285 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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