YorkBridge Wealth Partners, LLC 13F 持仓 · 最近申报 2022年Q4
YorkBridge Wealth Partners 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 256 只证券，申报市值合计 3.94 亿美元。前几大持仓：SPY（7.47%）、AAPL（4.04%）、VYM（3.84%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | $29.4M | 7.47% | 76,978 | 增持 |
| 2 | AAPL | APPLE INC COM | $15.9M | 4.04% | 122,567 | 减持 |
| 3 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $15.1M | 3.84% | 139,937 | 增持 |
| 4 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $15.1M | 3.83% | 273,764 | 增持 |
| 5 | MSFT | MICROSOFT CORP COM | $13.0M | 3.31% | 54,406 | 减持 |
| 6 | WRB | BERKLEY W R CORP COM | $10.0M | 2.53% | 137,444 | 减持 |
| 7 | JNJ | JOHNSON & JOHNSON COM | $8.9M | 2.25% | 50,136 | 减持 |
| 8 | AMZN | AMAZON COM INC COM | $8.7M | 2.20% | 103,110 | 减持 |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $7.2M | 1.83% | 81,334 | 减持 |
| 10 | UNH | UNITEDHEALTH GROUP INC COM | $7.2M | 1.83% | 13,585 | 减持 |
| 11 | NFLX | NETFLIX INC COM | $6.5M | 1.66% | 22,186 | 减持 |
| 12 | XOM | EXXON MOBIL CORP COM | $6.4M | 1.62% | 57,812 | 减持 |
| 13 | ABT | ABBOTT LABS COM | $6.2M | 1.58% | 56,702 | 减持 |
| 14 | V | VISA INC COM CL A | $5.8M | 1.48% | 27,996 | 减持 |
| 15 | MA | MASTERCARD INCORPORATED CL A | $5.6M | 1.42% | 16,110 | 减持 |
| 16 | CRM | SALESFORCE INC COM | $4.5M | 1.15% | 34,067 | 减持 |
| 17 | ADBE | ADOBE SYSTEMS INCORPORATED COM | $4.5M | 1.13% | 13,285 | 减持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.5M | 1.13% | 14,443 | 减持 |
| 19 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.4M | 1.12% | 16,483 | 减持 |
| 20 | PFE | PFIZER INC COM | $4.4M | 1.11% | 85,512 | 减持 |
| 21 | HD | HOME DEPOT INC COM | $4.3M | 1.09% | 13,634 | 减持 |
| 22 | PG | PROCTER AND GAMBLE CO COM | $4.1M | 1.04% | 26,944 | 减持 |
| 23 | IVW | ISHARES S&P 500 GROWTH ETF | $3.9M | 0.99% | 66,447 | 减持 |
| 24 | JPM | JPMORGAN CHASE & CO COM | $3.8M | 0.95% | 28,040 | 增持 |
| 25 | NOW | SERVICENOW INC COM | $3.5M | 0.89% | 9,076 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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