Wealthgate Family Office, LLC 13F 持仓 · 最近申报 2024年Q3
Wealthgate Family Office 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 14 只证券，申报市值合计 3,590.79 万美元。前几大持仓：SPY（48.31%）、IYG（10.27%）、EVCM（8.49%）。本季前 25 大持仓中：增持 4 只、减持 3 只、清仓 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $17.3M | 48.31% | 30,232 | 减持 |
| 2 | IYG | ISHARES TR | $3.7M | 10.27% | 51,917 | 减持 |
| 3 | EVCM | EVERCOMMERCE INC | $3.0M | 8.49% | 294,116 | 持平 |
| 4 | VTI | VANGUARD INDEX FDS | $2.1M | 5.74% | 7,284 | 增持 |
| 5 | HEFA | ISHARES TR | $2.0M | 5.55% | 56,290 | 持平 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $2.0M | 5.53% | 41,461 | 持平 |
| 7 | IEFA | ISHARES TR | $2.0M | 5.43% | 24,994 | 增持 |
| 8 | IAU | ISHARES GOLD TR | $1.1M | 3.20% | 23,097 | 增持 |
| 9 | EFA | ISHARES TR | $819,643 | 2.28% | 9,801 | 持平 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $625,954 | 1.74% | 1,360 | 减持 |
| 11 | GS | GOLDMAN SACHS GROUP INC | $533,721 | 1.49% | 1,078 | 增持 |
| 12 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | $251,511 | 0.70% | 6,414 | 持平 |
| 13 | COIN | COINBASE GLOBAL INC | $231,265 | 0.64% | 1,298 | 持平 |
| 14 | ASML | ASML HOLDING N V | $226,644 | 0.63% | 272 | 持平 |
| 15 | AAPL | APPLE INC | $0 | 0.00% | 0 | 清仓 |
| 16 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | 清仓 |
| 17 | ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | 清仓 |
| 18 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | 清仓 |
| 19 | CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | 清仓 |
| 20 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | 清仓 |
| 21 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | 清仓 |
| 22 | JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | 清仓 |
| 23 | LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | NKE | NIKE INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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