Titus Wealth Management 13F 持仓 · 最近申报 2022年Q2
Titus Wealth Management 在 2022年Q2（报告期截至 2022-06-30）的 SEC 13F 申报中报告了 161 只证券，申报市值合计 2.00 亿美元。前几大持仓：HDV（9.55%）、AAPL（6.83%）、VNLA（5.21%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HDV | ISHARES TR | $19.1M | 9.55% | 189,826 | 减持 |
| 2 | AAPL | APPLE INC | $13.6M | 6.83% | 99,735 | 减持 |
| 3 | VNLA | JANUS DETROIT STR TR | $10.4M | 5.21% | 213,964 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $9.0M | 4.50% | 32,080 | 增持 |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $8.2M | 4.10% | 20 | 新建仓 |
| 6 | SKYY | FIRST TR EXCHANGE TRADED FD | $7.0M | 3.50% | 105,853 | 增持 |
| 7 | IEFA | ISHARES TR | $6.6M | 3.30% | 111,964 | 增持 |
| 8 | EEMV | ISHARES INC | $6.1M | 3.03% | 109,180 | 减持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.9M | 2.95% | 21,597 | 增持 |
| 10 | IWF | ISHARES TR | $5.4M | 2.72% | 24,837 | 增持 |
| 11 | MINT | PIMCO ETF TR | $4.6M | 2.30% | 46,272 | 减持 |
| 12 | IWM | ISHARES TR | $4.0M | 2.01% | 23,728 | 增持 |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | $3.9M | 1.96% | 74,157 | 增持 |
| 14 | PTLC | PACER FDS TR | $3.9M | 1.93% | 102,525 | 增持 |
| 15 | XLRE | SELECT SECTOR SPDR TR | $3.6M | 1.82% | 88,856 | 减持 |
| 16 | AIA | ISHARES TR | $3.2M | 1.62% | 51,435 | 减持 |
| 17 | FV | FIRST TR EXCHANGE-TRADED FD | $3.2M | 1.62% | 77,940 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $2.8M | 1.41% | 10,983 | 增持 |
| 19 | AMZN | AMAZON COM INC | $2.7M | 1.33% | 25,076 | 增持 |
| 20 | USA | LIBERTY ALL STAR EQUITY FD | $2.3M | 1.16% | 367,416 | 增持 |
| 21 | RDVY | FIRST TR EXCHANGE-TRADED FD | $2.1M | 1.04% | 50,629 | 减持 |
| 22 | CHW | CALAMOS GBL DYN INCOME FUND | $2.0M | 1.00% | 293,991 | 减持 |
| 23 | XOM | EXXON MOBIL CORP | $2.0M | 0.99% | 23,003 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $1.8M | 0.93% | 9,798 | 增持 |
| 25 | IVV | ISHARES TR | $1.7M | 0.85% | 4,493 | 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