V Wealth Advisors LLC 13F 持仓 · 最近申报 2023年Q3
V Wealth Advisors 在 2023年Q3(报告期截至 2023-09-30)的 SEC 13F 申报中报告了 107 只证券,申报市值合计 1.25 亿美元。前几大持仓:SPY(17.68%)、AAPL(7.93%)、MSFT(4.76%)。本季前 25 大持仓中:减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $22.1M | 17.68% | 51,613 | 减持 |
| 2 | AAPL | APPLE INC | $9.9M | 7.93% | 57,848 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $5.9M | 4.76% | 18,799 | 减持 |
| 4 | AMZN | AMAZON COM INC | $5.6M | 4.52% | 44,390 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $5.6M | 4.47% | 12,819 | 减持 |
| 6 | QQQ | INVESCO QQQ TR | $4.4M | 3.49% | 12,151 | 减持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.2M | 2.55% | 9,074 | 减持 |
| 8 | AGG | ISHARES TR | $3.1M | 2.46% | 32,660 | 减持 |
| 9 | WMT | WALMART INC | $3.0M | 2.42% | 18,917 | 减持 |
| 10 | V | VISA INC | $2.7M | 2.16% | 11,701 | 减持 |
| 11 | VTI | VANGUARD INDEX FDS | $2.2M | 1.80% | 10,554 | 减持 |
| 12 | ORCL | ORACLE CORP | $2.0M | 1.58% | 18,567 | 减持 |
| 13 | VOO | VANGUARD INDEX FDS | $1.9M | 1.50% | 4,760 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $1.7M | 1.39% | 11,987 | 减持 |
| 15 | MA | MASTERCARD INCORPORATED | $1.7M | 1.35% | 4,257 | 减持 |
| 16 | PG | PROCTER AND GAMBLE CO | $1.7M | 1.34% | 11,474 | 减持 |
| 17 | HD | HOME DEPOT INC | $1.6M | 1.31% | 5,418 | 减持 |
| 18 | LULU | LULULEMON ATHLETICA INC | $1.5M | 1.23% | 3,986 | 减持 |
| 19 | GOOGL | ALPHABET INC | $1.4M | 1.14% | 10,879 | 减持 |
| 20 | CDNS | CADENCE DESIGN SYSTEM INC | $1.4M | 1.13% | 6,031 | 减持 |
| 21 | CRM | SALESFORCE INC | $1.3M | 1.07% | 6,580 | 减持 |
| 22 | PULS | PGIM ETF TR | $1.3M | 1.01% | 25,362 | 减持 |
| 23 | NFLX | NETFLIX INC | $1.2M | 0.97% | 3,191 | 减持 |
| 24 | PEP | PEPSICO INC | $1.1M | 0.90% | 6,627 | 减持 |
| 25 | RORO | TIDAL ETF TR | $1.1M | 0.88% | 72,116 | 减持 |
来源:SEC 13F 申报文件 · 截至 2023-09-30
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