Torch Wealth Management LLC 13F 持仓 · 最近申报 2019年Q4
Torch Wealth Management 在 2019年Q4（报告期截至 2019-12-31）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 1.81 亿美元。前几大持仓：PG（7.36%）、AAPL（6.26%）、IJH（4.87%）。本季前 25 大持仓中：增持 5 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble | $13.3M | 7.36% | 106,602 | 减持 |
| 2 | AAPL | Apple Inc | $11.3M | 6.26% | 38,598 | 减持 |
| 3 | IJH | Ishares Core S&P Mid-Cap Etf | $8.8M | 4.87% | 42,854 | 减持 |
| 4 | IJR | Ishares Core S&P Small Cap Etf | $8.0M | 4.42% | 95,386 | 减持 |
| 5 | XLK | Sector Spdr Tech Select | $5.2M | 2.87% | 56,685 | 减持 |
| 6 | DIS | Disney Walt Co | $4.2M | 2.33% | 29,216 | 增持 |
| 7 | V | Visa Inc Cl A | $3.8M | 2.11% | 20,298 | 减持 |
| 8 | JPM | J.P. Morgan Chase & Co | $3.8M | 2.10% | 27,250 | 减持 |
| 9 | IAU | Ishares Gold Trust | $3.3M | 1.82% | 226,934 | 增持 |
| 10 | NEE | Nextera Energy Inc | $3.3M | 1.81% | 13,526 | 减持 |
| 11 | HUM | Humana Inc | $3.2M | 1.79% | 8,853 | 减持 |
| 12 | ORCL | Oracle Corporation | $3.2M | 1.79% | 61,083 | 减持 |
| 13 | SPY | S P D R S&P 500 Etf Tr | $3.0M | 1.67% | 9,378 | 增持 |
| 14 | MSFT | Microsoft Corp | $2.9M | 1.61% | 18,423 | 减持 |
| 15 | USB | U S Bancorp Del New | $2.9M | 1.61% | 49,196 | 减持 |
| 16 | PEP | Pepsico Incorporated | $2.9M | 1.60% | 21,177 | 减持 |
| 17 | VGK | Vanguard FTSE Europe Index Fund ETF Shares | $2.8M | 1.55% | 47,995 | 持平 |
| 18 | JNJ | Johnson & Johnson | $2.7M | 1.47% | 18,183 | 减持 |
| 19 | WMT | Wal-Mart Stores Inc | $2.7M | 1.47% | 22,426 | 减持 |
| 20 | XOM | Exxon Mobil Corporation | $2.7M | 1.47% | 38,100 | 减持 |
| 21 | EW | Edwards Lifesciences | $2.5M | 1.40% | 10,873 | 减持 |
| 22 | MRK | Merck & Co Inc New | $2.5M | 1.39% | 27,750 | 增持 |
| 23 | CB | Chubb Limited | $2.5M | 1.38% | 16,104 | 增持 |
| 24 | MCHP | Microchip Technology Inc | $2.5M | 1.36% | 23,475 | 减持 |
| 25 | EFG | Ishares Msci Growth Etf | $2.3M | 1.28% | 26,795 | 减持 |
来源：SEC 13F 申报文件 · 截至 2019-12-31
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