WMS Partners, LLC 13F 持仓 · 最近申报 2024年Q4
WMS Partners 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 298 只证券，申报市值合计 17.85 亿美元。前几大持仓：AVDE（6.81%）、VTI（6.73%）、GSLC（6.18%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | $121.6M | 6.81% | 2.0M | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $120.0M | 6.73% | 414,160 | 减持 |
| 3 | GSLC | GOLDMAN SACHS ETF TR | $110.2M | 6.18% | 957,161 | 增持 |
| 4 | TROW | PRICE T ROWE GROUP INC | $108.5M | 6.08% | 959,346 | 减持 |
| 5 | GSIE | GOLDMAN SACHS ETF TR | $103.3M | 5.79% | 3.1M | 增持 |
| 6 | AVUS | AMERICAN CENTY ETF TR | $102.0M | 5.72% | 1.1M | 增持 |
| 7 | JCPB | J P MORGAN EXCHANGE TRADED F | $84.6M | 4.74% | 1.8M | 增持 |
| 8 | AVUV | AMERICAN CENTY ETF TR | $71.1M | 3.98% | 736,369 | 增持 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $69.2M | 3.88% | 353,195 | 增持 |
| 10 | AAPL | APPLE INC | $65.9M | 3.69% | 263,095 | 增持 |
| 11 | HTRB | HARTFORD FDS EXCHANGE TRADED | $64.8M | 3.63% | 1.9M | 增持 |
| 12 | AVEM | AMERICAN CENTY ETF TR | $63.6M | 3.56% | 1.1M | 增持 |
| 13 | GEM | GOLDMAN SACHS ETF TR | $55.0M | 3.08% | 1.7M | 增持 |
| 14 | JSCP | J P MORGAN EXCHANGE TRADED F | $49.3M | 2.76% | 1.1M | 增持 |
| 15 | IJR | ISHARES TR | $43.1M | 2.42% | 374,263 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $42.8M | 2.40% | 101,575 | 增持 |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $31.0M | 1.74% | 895,595 | 减持 |
| 18 | ACWV | ISHARES INC | $20.1M | 1.13% | 184,474 | 增持 |
| 19 | GOOGL | ALPHABET INC | $18.9M | 1.06% | 99,876 | 增持 |
| 20 | V | VISA INC | $16.1M | 0.90% | 50,830 | 减持 |
| 21 | AVMC | AMERICAN CENTY ETF TR | $15.8M | 0.89% | 243,188 | 增持 |
| 22 | GOOG | ALPHABET INC | $12.8M | 0.72% | 67,250 | 增持 |
| 23 | AMZN | AMAZON COM INC | $11.1M | 0.62% | 50,742 | 增持 |
| 24 | VT | VANGUARD INTL EQUITY INDEX F | $10.6M | 0.59% | 89,825 | 减持 |
| 25 | IVV | ISHARES TR | $10.1M | 0.57% | 17,150 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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