Tpb Wealth Advisors 13F 持仓 · 最近申报 2023年Q1
Tpb Wealth Advisors 在 2023年Q1（报告期截至 2023-03-31）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 1.83 亿美元。前几大持仓：IVV（19.87%）、TLT（14.35%）、IWB（8.51%）。本季前 25 大持仓中：新建仓 2 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $36.5M | 19.87% | 88,670 | 减持 |
| 2 | TLT | ISHARES TR | $26.3M | 14.35% | 247,527 | 增持 |
| 3 | IWB | ISHARES TR | $15.6M | 8.51% | 69,327 | 减持 |
| 4 | TIP | ISHARES TR | $10.4M | 5.67% | 94,355 | 增持 |
| 5 | IAU | ISHARES GOLD TR | $10.0M | 5.46% | 267,968 | 增持 |
| 6 | VOO | VANGUARD INDEX FDS | $8.0M | 4.35% | 21,216 | 减持 |
| 7 | HYG | ISHARESTR | $7.3M | 3.98% | 96,551 | 增持 |
| 8 | AAPL | APPLE INC | $6.5M | 3.53% | 39,274 | 减持 |
| 9 | IEFA | ISHARES | $6.1M | 3.32% | 91,065 | 新建仓 |
| 10 | RPV | INVESCO EXCHANGE TRADED FD T | $5.9M | 3.24% | 78,326 | 减持 |
| 11 | KWEB | KRANESHARES CSI CHINA INTERNET | $5.6M | 3.07% | 180,805 | 新建仓 |
| 12 | GSG | ISHARES S&P GSCI COMMODITY | $5.4M | 2.92% | 266,498 | 增持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $4.8M | 2.62% | 106,215 | 减持 |
| 14 | TMF | DIREXION SHS ETF TR | $4.6M | 2.50% | 516,285 | 减持 |
| 15 | ICLN | ISHARES TR | $4.0M | 2.15% | 199,673 | 减持 |
| 16 | HDV | ISHARESTR | $3.9M | 2.10% | 37,874 | 减持 |
| 17 | IJR | ISHARES TR | $2.5M | 1.37% | 26,078 | 减持 |
| 18 | FINX | GLOBAL X FDS | $2.1M | 1.15% | 101,587 | 增持 |
| 19 | FTAI | FTAI AVIATION LTD | $2.0M | 1.09% | 71,205 | 增持 |
| 20 | VNM | VANECK ETF TRUST | $1.9M | 1.06% | 159,741 | 增持 |
| 21 | IEMG | ISHARES INC | $1.9M | 1.03% | 38,583 | 减持 |
| 22 | FIP | FTAI INFRASTRUCTURE INC | $1.8M | 0.98% | 596,798 | 减持 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.65% | 29,587 | 减持 |
| 24 | CFR | CULLEN FROST BANKERS INC | $1.1M | 0.60% | 10,500 | 增持 |
| 25 | AGG | ISHARES TR | $1.0M | 0.56% | 10,296 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-03-31
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