Wilbanks Smith & Thomas Asset Management LLC 13F 持仓 · 最近申报 2024年Q1
Wilbanks Smith & Thomas Asset Management 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 528 只证券，申报市值合计 35.74 亿美元。前几大持仓：VOO（9.26%）、IWF（5.35%）、IVV（5.15%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $331.0M | 9.26% | 688,588 | 增持 |
| 2 | IWF | ISHARES TR | $191.2M | 5.35% | 567,407 | 减持 |
| 3 | IVV | ISHARES TR | $184.0M | 5.15% | 350,079 | 减持 |
| 4 | VTV | VANGUARD INDEX FDS | $96.6M | 2.70% | 593,370 | 增持 |
| 5 | SPDW | SPDR INDEX SHS FDS | $90.5M | 2.53% | 2.5M | 减持 |
| 6 | VO | VANGUARD INDEX FDS | $90.5M | 2.53% | 362,227 | 增持 |
| 7 | NSC | NORFOLK SOUTHN CORP | $74.9M | 2.10% | 293,983 | 减持 |
| 8 | GOVT | ISHARES TR | $70.8M | 1.98% | 3.1M | 增持 |
| 9 | QUAL | ISHARES TR | $68.3M | 1.91% | 415,488 | 减持 |
| 10 | VB | VANGUARD INDEX FDS | $64.3M | 1.80% | 281,397 | 增持 |
| 11 | AAPL | APPLE INC | $63.8M | 1.79% | 372,033 | 增持 |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | $63.7M | 1.78% | 1.5M | 减持 |
| 13 | MSFT | MICROSOFT CORP | $62.9M | 1.76% | 149,388 | 增持 |
| 14 | HYLB | DBX ETF TR | $55.9M | 1.56% | 1.6M | 增持 |
| 15 | IWR | ISHARES TR | $54.9M | 1.54% | 653,290 | 减持 |
| 16 | DFAI | DIMENSIONAL ETF TRUST | $54.8M | 1.53% | 1.8M | 增持 |
| 17 | DLN | WISDOMTREE TR | $49.2M | 1.38% | 681,367 | 增持 |
| 18 | BSCT | INVESCO EXCH TRD SLF IDX FD | $44.2M | 1.24% | 2.4M | 增持 |
| 19 | BSCS | INVESCO EXCH TRD SLF IDX FD | $43.9M | 1.23% | 2.2M | 增持 |
| 20 | BSCR | INVESCO EXCH TRD SLF IDX FD | $43.7M | 1.22% | 2.3M | 增持 |
| 21 | IEFA | ISHARES TR | $43.6M | 1.22% | 587,420 | 减持 |
| 22 | BSCU | INVESCO EXCH TRD SLF IDX FD | $38.7M | 1.08% | 2.4M | 增持 |
| 23 | CAT | CATERPILLAR INC | $38.1M | 1.07% | 104,102 | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $34.4M | 0.96% | 38,124 | 减持 |
| 25 | SPHY | SPDR SER TR | $33.4M | 0.93% | 1.4M | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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