Windhaven Investment Management, Inc. 13F 持仓 · 最近申报 2018年Q1
Windhaven Investment Management 在 2018年Q1（报告期截至 2018-03-31）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 77.92 亿美元。前几大持仓：VEA（15.68%）、VWO（12.28%）、VTI（6.45%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX MANAGED INTL FD | $1.22B | 15.68% | 27.6M | 减持 |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | $956.7M | 12.28% | 20.4M | 减持 |
| 3 | VTI | VANGUARD INDEX FDS | $502.7M | 6.45% | 3.7M | 减持 |
| 4 | TIP | ISHARES TR | $488.4M | 6.27% | 4.3M | 增持 |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $443.1M | 5.69% | 5.2M | 减持 |
| 6 | ISTB | ISHARES TR | $438.2M | 5.62% | 8.9M | 新建仓 |
| 7 | BND | VANGUARD BD INDEX FD INC | $331.8M | 4.26% | 4.2M | 增持 |
| 8 | SPY | SPDR S&P 500 ETF TR | $287.0M | 3.68% | 1.1M | 减持 |
| 9 | SPLV | POWERSHARES ETF TR II | $225.9M | 2.90% | 4.8M | 减持 |
| 10 | VRP | POWERSHARES ETF TR II | $211.6M | 2.72% | 8.4M | 增持 |
| 11 | AGG | ISHARES TR | $208.3M | 2.67% | 1.9M | 新建仓 |
| 12 | VGK | VANGUARD INTL EQUITY INDEX F | $207.8M | 2.67% | 3.6M | 减持 |
| 13 | EWJ | ISHARES INC | $201.9M | 2.59% | 3.3M | 减持 |
| 14 | QQQ | POWERSHARES QQQ TRUST | $201.8M | 2.59% | 1.3M | 减持 |
| 15 | HEWG | ISHARES TR | $190.3M | 2.44% | 6.9M | 减持 |
| 16 | VIG | VANGUARD GROUP | $186.3M | 2.39% | 1.8M | 减持 |
| 17 | IAU | ISHARES GOLD TRUST | $181.8M | 2.33% | 14.3M | 减持 |
| 18 | EFAV | ISHARES TR | $159.5M | 2.05% | 2.2M | 增持 |
| 19 | LQD | ISHARES TR | $152.7M | 1.96% | 1.3M | 减持 |
| 20 | TLT | ISHARES TR | $150.4M | 1.93% | 1.2M | 增持 |
| 21 | COMT | ISHARES U S ETF TR | $149.3M | 1.92% | 4.0M | 减持 |
| 22 | EMB | ISHARES TR | $141.4M | 1.81% | 1.3M | 减持 |
| 23 | IEF | ISHARES TR | $127.5M | 1.64% | 1.2M | 增持 |
| 24 | HYG | ISHARES TR | $120.9M | 1.55% | 1.4M | 增持 |
| 25 | IWM | ISHARES TR | $108.6M | 1.39% | 715,160 | 减持 |
来源：SEC 13F 申报文件 · 截至 2018-03-31
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