Wunderlich Capital Managemnt 13F 持仓 · 最近申报 2024年Q2
Wunderlich Capital Managemnt 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 105 只证券，申报市值合计 2.24 亿美元。前几大持仓：JPST（7.26%）、GOOGL（3.30%）、MSFT（3.24%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPST | JP Morgan Ultra-Short Income ETF | $16.3M | 7.26% | 322,283 | 增持 |
| 2 | GOOGL | Alphabet Cl A | $7.4M | 3.30% | 40,587 | 增持 |
| 3 | MSFT | Microsoft | $7.3M | 3.24% | 16,248 | 减持 |
| 4 | AMZN | Amazon | $6.8M | 3.03% | 35,130 | 增持 |
| 5 | AAPL | Apple Computer | $6.7M | 3.01% | 31,987 | 减持 |
| 6 | AVGO | Broadcom | $6.1M | 2.72% | 3,798 | 减持 |
| 7 | META | Meta Platforms Inc | $5.5M | 2.46% | 10,918 | 减持 |
| 8 | IEF | Ishares 7-10 Year Treasury | $5.3M | 2.38% | 56,885 | 增持 |
| 9 | VMBS | Vanguard MBS | $4.9M | 2.19% | 107,995 | 增持 |
| 10 | AMAT | Applied Materials | $4.8M | 2.17% | 20,550 | 减持 |
| 11 | BND | Vanguard Total Bond Market | $4.7M | 2.11% | 65,616 | 增持 |
| 12 | VCSH | Vanguard Short Term Coporate | $4.5M | 2.01% | 58,148 | 增持 |
| 13 | PWR | Quanta Services | $4.3M | 1.93% | 17,040 | 减持 |
| 14 | BKNG | Booking Holdings | $4.3M | 1.91% | 1,082 | 减持 |
| 15 | JPM | JP Morgan Chase | $4.2M | 1.87% | 20,718 | 减持 |
| 16 | EOG | EOG Resources | $4.1M | 1.85% | 32,915 | 增持 |
| 17 | ORCL | Oracle | $4.1M | 1.85% | 29,375 | 增持 |
| 18 | ETN | Eaton Corp | $4.1M | 1.82% | 13,014 | 减持 |
| 19 | HCA | HCA Inc. | $4.1M | 1.81% | 12,622 | 减持 |
| 20 | REGN | Regeneron | $4.0M | 1.77% | 3,764 | 减持 |
| 21 | MAR | Marriott | $3.8M | 1.70% | 15,763 | 减持 |
| 22 | V | Visa | $3.7M | 1.67% | 14,244 | 减持 |
| 23 | VCIT | Vanguard Intermediate Term Coporate | $3.7M | 1.66% | 46,551 | 增持 |
| 24 | MUB | Ishares National Muni Bond | $3.5M | 1.55% | 32,551 | 增持 |
| 25 | FDX | FedEx Corp | $3.4M | 1.54% | 11,490 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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