Wellesley Investment Partners, LLC 13F 持仓 · 最近申报 2020年Q3
Wellesley Investment Partners 在 2020年Q3（报告期截至 2020-09-30）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 2.93 亿美元。前几大持仓：IVV（11.65%）、IEF（10.75%）、VEA（9.95%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares S&P 500 ETF | $34.1M | 11.65% | 101,420 | 增持 |
| 2 | IEF | iShares 7-10 Year Treasury Bond ETF | $31.4M | 10.75% | 258,164 | 增持 |
| 3 | VEA | Vanguard Developed Markets ETF | $29.1M | 9.95% | 711,473 | 减持 |
| 4 | AGG | iShares U.S. Aggregate Bond ETF | $25.9M | 8.85% | 219,325 | 减持 |
| 5 | BSV | Vanguard Short-Term Bond ETF | $25.5M | 8.73% | 307,527 | 减持 |
| 6 | SHY | Ishares 1-3 Year Treasry | $22.0M | 7.51% | 254,039 | 增持 |
| 7 | SCHD | Schwab US Dividend Equity ETF | $12.5M | 4.26% | 225,367 | 增持 |
| 8 | VWO | Vanguard Emerging Markets ETF | $11.9M | 4.07% | 275,129 | 减持 |
| 9 | IAU | iShares Gold Trust ETF | $10.7M | 3.66% | 594,652 | 减持 |
| 10 | IJH | iShares S&P Mid Cap ETF | $9.6M | 3.28% | 51,768 | 减持 |
| 11 | QQQ | Powershs Nasdaq-100 ETF | $8.2M | 2.79% | 29,369 | 减持 |
| 12 | VTI | Vanguard Total Stock Mkt ETF | $6.9M | 2.34% | 40,252 | 减持 |
| 13 | SPY | SPDR S&P 500 ETF | $4.7M | 1.62% | 14,143 | 减持 |
| 14 | VIG | Vanguard Dividend Appreciation ETF | $4.7M | 1.62% | 36,786 | 减持 |
| 15 | AAPL | Apple | $2.6M | 0.87% | 22,034 | 增持 |
| 16 | MSFT | Microsoft Corp | $2.4M | 0.81% | 11,207 | 减持 |
| 17 | SCHO | SCHWAB SHORT TERM US TREASURY ETF | $1.8M | 0.63% | 35,709 | 增持 |
| 18 | BIL | Spdr Bloomberg Barclays | $1.8M | 0.61% | 19,552 | 增持 |
| 19 | SPLV | PowerShares S&P 500 Low Vol. ETF | $1.8M | 0.61% | 33,401 | 减持 |
| 20 | IEI | Ishares Tr 3-7 Yr Tr Bd Etf | $1.6M | 0.56% | 12,321 | 增持 |
| 21 | PG | Procter & Gamble | $1.3M | 0.44% | 9,264 | 减持 |
| 22 | JNJ | Johnson & Johnson | $1.2M | 0.43% | 8,387 | 减持 |
| 23 | JPM | JPMorgan Chase & Co. | $1.2M | 0.40% | 12,063 | 减持 |
| 24 | VZ | Verizon Communications | $1.1M | 0.38% | 18,933 | 减持 |
| 25 | MA | Mastercard Inc | $1.1M | 0.37% | 3,165 | 减持 |
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