Willingdon Wealth Management 13F 持仓 · 最近申报 2020年Q1
Willingdon Wealth Management 在 2020年Q1（报告期截至 2020-03-31）的 SEC 13F 申报中报告了 300 只证券，申报市值合计 3.97 亿美元。前几大持仓：MSFT（7.50%）、AAPL（5.07%）、GLD（4.68%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $29.8M | 7.50% | 188,829 | 减持 |
| 2 | AAPL | APPLE INC | $20.1M | 5.07% | 79,238 | 增持 |
| 3 | GLD | SPDR GOLD TRUST | $18.6M | 4.68% | 125,447 | 增持 |
| 4 | PSA | PUBLIC STORAGE | $13.5M | 3.40% | 67,911 | 增持 |
| 5 | PFF | ISHARES TR | $11.0M | 2.76% | 344,828 | 减持 |
| 6 | IVV | ISHARES TR | $10.7M | 2.69% | 41,346 | 减持 |
| 7 | RSG | REPUBLIC SVCS INC | $9.9M | 2.50% | 132,196 | 增持 |
| 8 | WM | WASTE MGMT INC DEL | $9.7M | 2.43% | 104,306 | 增持 |
| 9 | ORCL | ORACLE CORP | $9.0M | 2.28% | 186,997 | 增持 |
| 10 | VZ | VERIZON COMMUNICATIONS INC | $8.2M | 2.06% | 152,434 | 增持 |
| 11 | AMZN | AMAZON COM INC | $8.2M | 2.05% | 4,184 | 减持 |
| 12 | GOOG | ALPHABET INC | $8.1M | 2.04% | 6,976 | 减持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.7M | 1.94% | 42,184 | 增持 |
| 14 | SPY | SPDR S&P 500 ETF TR | $7.3M | 1.84% | 28,307 | 减持 |
| 15 | CHTR | CHARTER COMMUNICATIONS INC N | $7.1M | 1.78% | 16,168 | 增持 |
| 16 | COST | COSTCO WHSL CORP NEW | $7.0M | 1.76% | 24,510 | 减持 |
| 17 | FDX | FEDEX CORP | $6.4M | 1.61% | 52,786 | 增持 |
| 18 | HD | HOME DEPOT INC | $6.3M | 1.59% | 33,808 | 增持 |
| 19 | CCI | CROWN CASTLE INTL CORP NEW | $6.3M | 1.58% | 43,397 | 减持 |
| 20 | PFE | PFIZER INC | $6.0M | 1.50% | 182,485 | 增持 |
| 21 | LQD | ISHARES TR | $5.9M | 1.48% | 47,484 | 增持 |
| 22 | SPGI | S&P GLOBAL INC | $5.7M | 1.44% | 23,323 | 增持 |
| 23 | IEF | ISHARES TR | $5.7M | 1.42% | 46,511 | 新建仓 |
| 24 | URI | UNITED RENTALS INC | $5.6M | 1.41% | 54,298 | 增持 |
| 25 | SHV | ISHARES TR | $5.6M | 1.40% | 50,001 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2020-03-31
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