Windsor Wealth Management, Inc. 13F 持仓 · 最近申报 2023年Q3
Windsor Wealth Management 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 157 只证券，申报市值合计 5.46 亿美元。前几大持仓：IUSV（8.24%）、IUSG（7.05%）、IWS（5.71%）。本季前 25 大持仓中：增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IUSV | ISHARES TR | $45.0M | 8.24% | 603,241 | 减持 |
| 2 | IUSG | ISHARES TR | $38.5M | 7.05% | 405,832 | 增持 |
| 3 | IWS | ISHARES TR | $31.2M | 5.71% | 298,904 | 减持 |
| 4 | LLY | LILLY ELI & CO | $28.5M | 5.22% | 53,054 | 减持 |
| 5 | COWZ | PACER FDS TR | $25.2M | 4.61% | 509,187 | 增持 |
| 6 | AVUV | AMERICAN CENTY ETF TR | $21.7M | 3.97% | 277,951 | 增持 |
| 7 | VTEB | VANGUARD MUN BD FDS | $19.8M | 3.63% | 411,599 | 减持 |
| 8 | BSV | VANGUARD BD INDEX FDS | $16.8M | 3.08% | 223,687 | 增持 |
| 9 | JCPB | J P MORGAN EXCHANGE TRADED F | $15.6M | 2.86% | 349,998 | 增持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $14.5M | 2.66% | 333,692 | 增持 |
| 11 | QUAL | ISHARES TR | $12.3M | 2.25% | 93,263 | 减持 |
| 12 | IJR | ISHARES TR | $11.9M | 2.17% | 125,873 | 减持 |
| 13 | MUB | ISHARES TR | $10.4M | 1.91% | 101,806 | 增持 |
| 14 | SCHD | SCHWAB STRATEGIC TR | $10.2M | 1.87% | 144,688 | 减持 |
| 15 | SUB | ISHARES TR | $10.1M | 1.85% | 98,245 | 增持 |
| 16 | ICSH | ISHARES TR | $8.5M | 1.56% | 169,212 | 增持 |
| 17 | DGRO | ISHARES TR | $8.3M | 1.51% | 166,900 | 增持 |
| 18 | CLMT | CALUMET SPECIALTY PRODS PART | $8.0M | 1.47% | 419,653 | 持平 |
| 19 | IXUS | ISHARES TR | $8.0M | 1.46% | 132,939 | 减持 |
| 20 | IVV | ISHARES TR | $7.8M | 1.44% | 18,269 | 增持 |
| 21 | CLH | CLEAN HARBORS INC | $7.7M | 1.42% | 46,215 | 持平 |
| 22 | VIGI | VANGUARD WHITEHALL FDS | $7.4M | 1.35% | 103,509 | 增持 |
| 23 | VONG | VANGUARD SCOTTSDALE FDS | $7.3M | 1.34% | 106,965 | 减持 |
| 24 | GSIE | GOLDMAN SACHS ETF TR | $7.0M | 1.28% | 232,373 | 增持 |
| 25 | ISTB | ISHARES TR | $6.8M | 1.24% | 145,679 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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