Wealthspire Advisors, L.P. 13F 持仓 · 最近申报 2020年Q3
Wealthspire Advisors 在 2020年Q3（报告期截至 2020-09-30）的 SEC 13F 申报中报告了 482 只证券，申报市值合计 28.36 亿美元。前几大持仓：VOO（11.50%）、IVV（10.59%）、VEA（6.48%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $326.3M | 11.50% | 1.1M | 增持 |
| 2 | IVV | ISHARES TR | $300.3M | 10.59% | 893,719 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED INTL FD | $183.7M | 6.48% | 4.5M | 增持 |
| 4 | SPY | SPDR S&P 500 ETF TR | $135.8M | 4.79% | 421,250 | 增持 |
| 5 | GOVT | ISHARES TR | $127.0M | 4.48% | 4.5M | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $117.8M | 4.15% | 691,522 | 增持 |
| 7 | SCHF | SCHWAB STRATEGIC TR | $108.3M | 3.82% | 3.5M | 增持 |
| 8 | SCHD | SCHWAB STRATEGIC TR | $88.8M | 3.13% | 1.6M | 增持 |
| 9 | IJH | ISHARES TR | $73.2M | 2.58% | 395,166 | 增持 |
| 10 | VO | VANGUARD INDEX FDS | $68.5M | 2.41% | 388,427 | 增持 |
| 11 | IJR | ISHARES TR | $64.3M | 2.27% | 915,335 | 增持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $52.3M | 1.84% | 1.2M | 增持 |
| 13 | VXUS | VANGUARD STAR FDS | $46.7M | 1.65% | 895,100 | 增持 |
| 14 | VXF | VANGUARD INDEX FDS | $42.1M | 1.48% | 324,326 | 增持 |
| 15 | SCHX | SCHWAB STRATEGIC TR | $41.7M | 1.47% | 517,472 | 减持 |
| 16 | VB | VANGUARD INDEX FDS | $35.2M | 1.24% | 228,672 | 增持 |
| 17 | AGG | ISHARES TR | $34.5M | 1.22% | 292,073 | 增持 |
| 18 | AAPL | APPLE INC | $31.9M | 1.13% | 275,695 | 增持 |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $28.8M | 1.02% | 514,333 | 增持 |
| 20 | BAB | INVESCO EXCH TRADED FD TR II | $28.7M | 1.01% | 861,120 | 增持 |
| 21 | EMLP | FIRST TR EXCHANGE-TRADED FD | $28.3M | 1.00% | 1.5M | 增持 |
| 22 | MSFT | MICROSOFT CORP | $27.1M | 0.96% | 128,798 | 减持 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $23.1M | 0.82% | 458,806 | 减持 |
| 24 | VV | VANGUARD INDEX FDS | $22.7M | 0.80% | 145,355 | 增持 |
| 25 | AMZN | AMAZON COM INC | $19.5M | 0.69% | 6,181 | 增持 |
来源：SEC 13F 申报文件 · 截至 2020-09-30
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