Unionview, LLC 13F 持仓 · 最近申报 2024年Q4
Unionview 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 1.36 亿美元。前几大持仓：MSFT（8.14%）、IJH（7.47%）、IWF（6.76%）。本季前 25 大持仓中：增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $11.1M | 8.14% | 26,362 | 减持 |
| 2 | IJH | ISHARES TR | $10.2M | 7.47% | 163,345 | 增持 |
| 3 | IWF | ISHARES TR | $9.2M | 6.76% | 22,912 | 减持 |
| 4 | JAVA | J P MORGAN EXCHANGE TRADED F | $8.5M | 6.25% | 134,443 | 增持 |
| 5 | FVD | FIRST TR VALUE LINE DIVID IN | $7.9M | 5.75% | 179,632 | 减持 |
| 6 | MDY | SPDR S&P MIDCAP 400 ETF TR | $7.7M | 5.65% | 13,534 | 减持 |
| 7 | AAPL | APPLE INC | $7.6M | 5.55% | 30,231 | 增持 |
| 8 | FV | FIRST TR EXCHANGE-TRADED FD | $5.5M | 4.06% | 93,717 | 增持 |
| 9 | SPY | SPDR S&P 500 ETF TR | $5.5M | 4.03% | 9,392 | 减持 |
| 10 | IWM | ISHARES TR | $4.9M | 3.62% | 22,337 | 增持 |
| 11 | IJR | ISHARES TR | $4.6M | 3.35% | 39,562 | 减持 |
| 12 | AMZN | AMAZON COM INC | $3.0M | 2.21% | 13,770 | 减持 |
| 13 | IWD | ISHARES TR | $3.0M | 2.20% | 16,184 | 减持 |
| 14 | IQLT | ISHARES TR | $2.9M | 2.12% | 77,805 | 减持 |
| 15 | EFA | ISHARES TR | $2.4M | 1.77% | 31,618 | 减持 |
| 16 | COST | COSTCO WHSL CORP NEW | $1.9M | 1.36% | 2,032 | 减持 |
| 17 | IVV | ISHARES TR | $1.8M | 1.35% | 3,138 | 增持 |
| 18 | IJS | ISHARES TR | $1.6M | 1.19% | 14,930 | 增持 |
| 19 | LLY | ELI LILLY & CO | $1.6M | 1.18% | 2,085 | 持平 |
| 20 | DVY | ISHARES TR | $1.5M | 1.08% | 11,234 | 增持 |
| 21 | EEM | ISHARES TR | $1.3M | 0.93% | 30,258 | 减持 |
| 22 | PG | PROCTER AND GAMBLE CO | $1.3M | 0.92% | 7,498 | 持平 |
| 23 | SBUX | STARBUCKS CORP | $1.2M | 0.86% | 12,910 | 减持 |
| 24 | IYR | ISHARES TR | $1.1M | 0.83% | 12,187 | 增持 |
| 25 | BAC | BANK AMERICA CORP | $1.1M | 0.79% | 24,487 | 增持 |
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