Wealth Management Solutions, LLC 13F 持仓 · 最近申报 2023年Q3
Wealth Management Solutions 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 82 只证券，申报市值合计 1.46 亿美元。前几大持仓：SCHD（20.08%）、MTUM（12.32%）、SPTM（9.62%）。本季前 25 大持仓中：新建仓 1 只、增持 4 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $29.3M | 20.08% | 413,874 | 减持 |
| 2 | MTUM | ISHARES TR | $18.0M | 12.32% | 128,632 | 减持 |
| 3 | SPTM | SPDR SER TR | $14.0M | 9.62% | 267,152 | 减持 |
| 4 | VHT | VANGUARD WORLD FDS | $11.1M | 7.60% | 47,169 | 减持 |
| 5 | FLTR | VANECK ETF TRUST | $10.1M | 6.93% | 399,629 | 减持 |
| 6 | QUAL | ISHARES TR | $8.6M | 5.91% | 65,421 | 减持 |
| 7 | SPSM | SPDR SER TR | $7.6M | 5.18% | 204,647 | 减持 |
| 8 | SCZ | ISHARES TR | $4.1M | 2.83% | 73,027 | 减持 |
| 9 | ITOT | ISHARES TR | $2.8M | 1.94% | 30,093 | 减持 |
| 10 | AAPL | APPLE INC | $2.6M | 1.78% | 15,147 | 增持 |
| 11 | SPAB | SPDR SER TR | $2.3M | 1.59% | 95,067 | 减持 |
| 12 | JNJ | JOHNSON & JOHNSON | $1.7M | 1.20% | 11,229 | 减持 |
| 13 | IJR | ISHARES TR | $1.6M | 1.11% | 17,182 | 减持 |
| 14 | NFJ | VIRTUS DIVIDEND INTEREST & P | $1.4M | 0.98% | 125,585 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $1.4M | 0.93% | 4,292 | 持平 |
| 16 | XOM | EXXON MOBIL CORP | $1.0M | 0.70% | 8,642 | 减持 |
| 17 | ESGU | ISHARES TR | $1.0M | 0.69% | 10,762 | 减持 |
| 18 | IEF | ISHARES TR | $930,532 | 0.64% | 10,160 | 减持 |
| 19 | XHLF | BONDBLOXX ETF TRUST | $895,359 | 0.61% | 17,811 | 减持 |
| 20 | ABBV | ABBVIE INC | $782,877 | 0.54% | 5,252 | 增持 |
| 21 | SCHP | SCHWAB STRATEGIC TR | $790,876 | 0.54% | 15,664 | 减持 |
| 22 | DSU | BLACKROCK DEBT STRATEGIES FD | $752,947 | 0.52% | 73,315 | 减持 |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $719,735 | 0.49% | 22,207 | 增持 |
| 24 | BIL | SPDR SER TR | $686,814 | 0.47% | 7,480 | 新建仓 |
| 25 | SYY | SYSCO CORP | $650,693 | 0.45% | 9,852 | 增持 |
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