TMD Wealth Management, LLC 13F 持仓 · 最近申报 2024年Q2
TMD Wealth Management 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 4.56 亿美元。前几大持仓：VTV（15.52%）、VUG（12.58%）、CRDT（10.41%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $70.8M | 15.52% | 441,200 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $57.4M | 12.58% | 153,451 | 减持 |
| 3 | CRDT | SIMPLIFY EXCHANGE TRADED FUN | $47.5M | 10.41% | 1.9M | 增持 |
| 4 | QUAL | ISHARES TR | $41.8M | 9.17% | 244,979 | 增持 |
| 5 | DGRW | WISDOMTREE TR | $29.0M | 6.35% | 371,126 | 增持 |
| 6 | BTAL | AGF INVTS TR | $24.7M | 5.41% | 1.3M | 增持 |
| 7 | IAU | ISHARES GOLD TR | $24.4M | 5.36% | 556,502 | 增持 |
| 8 | JMBS | JANUS DETROIT STR TR | $19.2M | 4.20% | 429,258 | 新建仓 |
| 9 | BILS | SPDR SER TR | $19.0M | 4.17% | 191,323 | 增持 |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $14.7M | 3.22% | 290,995 | 增持 |
| 11 | IBTH | ISHARES TR | $11.9M | 2.61% | 539,148 | 增持 |
| 12 | SDVY | FIRST TR EXCHANGE-TRADED FD | $10.9M | 2.40% | 327,483 | 增持 |
| 13 | DEM | WISDOMTREE TR | $10.9M | 2.39% | 251,954 | 增持 |
| 14 | RUNN | STRATEGIC TRUST | $10.7M | 2.35% | 351,258 | 增持 |
| 15 | OCSL | OAKTREE SPECIALTY LENDING CO | $10.7M | 2.34% | 567,718 | 增持 |
| 16 | BIL | SPDR SER TR | $8.4M | 1.84% | 91,441 | 增持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $6.2M | 1.36% | 37,627 | 增持 |
| 18 | USFR | WISDOMTREE TR | $5.1M | 1.12% | 101,815 | 减持 |
| 19 | AAPL | APPLE INC | $4.6M | 1.01% | 21,959 | 减持 |
| 20 | TSLA | TESLA INC | $4.4M | 0.97% | 32,210 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $4.2M | 0.93% | 9,448 | 减持 |
| 22 | GOOG | ALPHABET INC | $2.1M | 0.46% | 11,328 | 增持 |
| 23 | SPY | SPDR S&P 500 ETF TR | $2.0M | 0.43% | 3,608 | 减持 |
| 24 | SAR | SARATOGA INVT CORP | $1.5M | 0.34% | 67,730 | 减持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.27% | 3,073 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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