Wealth Advisors, Inc. 13F 持仓 · 最近申报 2023年Q3
Wealth Advisors 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 2.23 亿美元。前几大持仓：AAPL（23.06%）、AMZN（10.88%）、GOOGL（7.25%）。本季前 25 大持仓中：增持 9 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $51.5M | 23.06% | 300,800 | 增持 |
| 2 | AMZN | AMAZON COM INC | $24.3M | 10.88% | 191,147 | 减持 |
| 3 | GOOGL | ALPHABET INC | $16.2M | 7.25% | 123,730 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $14.8M | 6.62% | 41,269 | 减持 |
| 5 | MA | MASTERCARD INCORPORATED | $13.2M | 5.92% | 33,410 | 增持 |
| 6 | XLV | SELECT SECTOR SPDR TR | $10.5M | 4.69% | 81,344 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $9.9M | 4.44% | 31,378 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $9.2M | 4.13% | 21,229 | 减持 |
| 9 | V | VISA INC | $8.0M | 3.59% | 34,868 | 增持 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $6.6M | 2.94% | 42,200 | 减持 |
| 11 | ESS | ESSEX PPTY TR INC | $5.8M | 2.60% | 27,389 | 持平 |
| 12 | META | META PLATFORMS INC | $5.4M | 2.41% | 17,964 | 增持 |
| 13 | SCHW | SCHWAB CHARLES CORP | $3.5M | 1.59% | 64,505 | 减持 |
| 14 | HD | HOME DEPOT INC | $3.4M | 1.53% | 11,320 | 持平 |
| 15 | JNJ | JOHNSON & JOHNSON | $3.1M | 1.38% | 19,791 | 增持 |
| 16 | QCOM | QUALCOMM INC | $2.7M | 1.20% | 24,087 | 减持 |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $2.5M | 1.13% | 5,000 | 持平 |
| 18 | SPY | SPDR S&P 500 ETF TR | $2.5M | 1.11% | 5,793 | 减持 |
| 19 | RDVY | FIRST TR EXCHANGE-TRADED FD | $2.2M | 0.99% | 48,203 | 减持 |
| 20 | ABBV | ABBVIE INC | $2.0M | 0.88% | 13,115 | 减持 |
| 21 | IYJ | ISHARES TR | $1.7M | 0.74% | 16,356 | 持平 |
| 22 | COST | COSTCO WHSL CORP NEW | $1.6M | 0.70% | 2,770 | 增持 |
| 23 | XLK | SELECT SECTOR SPDR TR | $1.4M | 0.61% | 8,247 | 增持 |
| 24 | PPA | INVESCO EXCHANGE TRADED FD T | $1.3M | 0.60% | 16,670 | 持平 |
| 25 | NXTG | FIRST TR EXCHANGE TRADED FD | $1.3M | 0.59% | 19,500 | 持平 |
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