Aevitas Wealth Management, Inc. — Q2 2021 13F 持股

Name: Aevitas Wealth Management, Inc. — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001722117

申报总市值

US$1.7亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	MSFT	Microsoft CORP	股票-科技	6.47%	—	+6.13%
2	AAPL	Apple INC	股票-科技	6.23%	—	-1.22%
3	AMZN	Amazon.com INC	股票-周期性消费	4.76%	—	+5.56%
4	GLD	Spdr Gold Shares	ETF-避险与商品	3.92%	—	-31.24%
5	JNJ	Johnson & Johnson	股票-医疗保健	3.30%	—	+1.88%
6	PEP	Pepsico INC	股票-非周期性消费	3.12%	—	+2.18%
7	VHT	Vanguard Health Care ETF	ETF-其他	3.11%	—	-0.32%
8	BDX	Becton Dickinson And Co	股票-医疗保健	2.41%	—	+7.51%
9	GOOG	Alphabet Inc-cl C	股票-通信服务	2.28%	—	+0.71%
10	CMCSA	Comcast Corp-class A	股票-通信服务	2.04%	—	+1.37%
11	ARKK	Ark Innovation ETF	ETF-其他	2.02%	—	+0.21%
12	PANW	Palo Alto Networks INC	股票-科技	1.99%	—	+0.72%
13	ACN	Accenture plc	股票-科技	1.60%	—	+1.54%
14	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.56%	—	+0.47%
15	SYK	Stryker CORP	股票-医疗保健	1.55%	—	+2.32%
16	CRWD	Crowdstrike Holdings INC - A	股票-科技	1.49%	—	-0.22%
17	VFH	Vanguard Financials ETF	ETF-其他	1.44%	—	+3.63%
18	VGT	Vanguard Info Tech ETF	ETF-科技型	1.36%	—	+4.13%
19	PG	Procter & Gamble Co/the	股票-非周期性消费	1.30%	—	+2.78%
20	AMT	American Tower CORP	股票-房地产	1.28%	—	-3.07%
21	VXUS	Vanguard Total Intl Stock	ETF-其他	1.21%	—	-1.22%
22	ABBV	Abbvie INC	股票-医疗保健	1.18%	—	+3.91%
23	MCD	Mcdonald's CORP	股票-周期性消费	1.13%	—	+1.46%
24	KO	Coca-cola Co/the	股票-非周期性消费	1.09%	—	+3.38%
25	NVS	Novartis Ag-sponsored Adr	股票-医疗保健	1.06%	—	+3.68%
26	CLX	Clorox Company	股票-非周期性消费	1.06%	—	+0.17%
27	UPS	United Parcel Service-cl B	股票-工业	1.04%	—	+0.14%
28	META	Meta Platforms Inc-class A	股票-通信服务	1.04%	—	+18.72%
29	WELL	Welltower INC	股票-房地产	1.02%	—	+0.24%
30	BSCMUSD	Invesco Bulletshares 2022 Co	ETF-其他	0.98%	—	-3.87%
31	STZ	Constellation Brands Inc-a	股票-非周期性消费	0.95%	—	-0.08%
32	AMGN	Amgen INC	股票-医疗保健	0.95%	—	+7.31%
33	ARKG	Ark Genomic Revolution ETF	ETF-其他	0.89%	—	-3.83%
34	NKE	Nike INC -cl B	股票-周期性消费	0.87%	—	-0.10%
35	MMM	3m Co	股票-工业	0.78%	—	+4.56%
36	ENB	Enbridge INC	股票-能源	0.77%	—	—
37	VPL	Vanguard Ftse Pacific ETF	ETF-其他	0.77%	—	+0.19%
38	ARKF	Ark Blockchain & Fintech Inn	ETF-科技型	0.74%	—	+4.51%
39	INTC	Intel CORP	股票-科技	0.72%	—	-3.79%
40	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.70%	—	—
41	CTSH	Cognizant Tech Solutions-a	股票-科技	0.69%	—	+0.17%
42	MA	Mastercard INC - A	股票-金融	0.66%	—	-1.90%
43	VZ	Verizon Communications INC	股票-通信服务	0.65%	—	+2.48%
44	SMG	Scotts Miracle-gro Co	股票-原材料	0.65%	—	+0.19%
45	CVS	Cvs Health CORP	股票-医疗保健	0.65%	—	+1.14%
46	EMR	Emerson Electric Co	股票-工业	0.64%	—	+0.21%
47	O	Realty Income CORP	股票-房地产	0.61%	—	+0.37%
48	TJX	Tjx Companies INC	股票-周期性消费	0.60%	—	+3.41%
49	ALNY	Alnylam Pharmaceuticals INC	股票-医疗保健	0.59%	—	—
50	UNH	Unitedhealth Group INC	股票-医疗保健	0.58%	—	-0.70%

1–50 of 123

本季持股变动

Aevitas Wealth Management, Inc. 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	AAPL	Apple INC	—	EXIT	清仓
2	GLD	Spdr Gold Shares	—	EXIT	清仓
3	MSFT	Microsoft CORP	—	EXIT	清仓
4	AMZN	Amazon.com INC	—	EXIT	清仓
5	JNJ	Johnson & Johnson	—	EXIT	清仓
6	PEP	Pepsico INC	—	EXIT	清仓
7	VHT	Vanguard Health Care ETF	—	EXIT	清仓
8	BDX	Becton Dickinson And Co	—	EXIT	清仓
9	CMCSA	Comcast Corp-class A	—	EXIT	清仓
10	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
11	ARKK	Ark Innovation ETF	—	EXIT	清仓
12	PANW	Palo Alto Networks INC	—	EXIT	清仓
13	ACN	Accenture plc	—	EXIT	清仓
14	VIG	Vanguard Dividend Apprec ETF	—	EXIT	清仓
15	SYK	Stryker CORP	—	EXIT	清仓
16	VFH	Vanguard Financials ETF	—	EXIT	清仓
17	PG	Procter & Gamble Co/the	—	EXIT	清仓
18	VGT	Vanguard Info Tech ETF	—	EXIT	清仓
19	VXUS	Vanguard Total Intl Stock	—	EXIT	清仓
20	AMT	American Tower CORP	—	EXIT	清仓
21	CLX	Clorox Company	—	EXIT	清仓
22	ABBV	Abbvie INC	—	EXIT	清仓
23	CRWD	Crowdstrike Holdings INC - A	—	EXIT	清仓
24	MCD	Mcdonald's CORP	—	EXIT	清仓
25	KO	Coca-cola Co/the	—	EXIT	清仓
26	BSCMUSD	Invesco Bulletshares 2022 Co	—	EXIT	清仓
27	NVS	Novartis Ag-sponsored Adr	—	EXIT	清仓
28	STZ	Constellation Brands Inc-a	—	EXIT	清仓
29	AMGN	Amgen INC	—	EXIT	清仓
30	ARKG	Ark Genomic Revolution ETF	—	EXIT	清仓
31	WELL	Welltower INC	—	EXIT	清仓
32	INTC	Intel CORP	—	EXIT	清仓
33	UPS	United Parcel Service-cl B	—	EXIT	清仓
34	SMG	Scotts Miracle-gro Co	—	EXIT	清仓
35	CTSH	Cognizant Tech Solutions-a	—	EXIT	清仓
36	VPL	Vanguard Ftse Pacific ETF	—	EXIT	清仓
37	NKE	Nike INC -cl B	—	EXIT	清仓
38	META	Meta Platforms Inc-class A	—	EXIT	清仓
39	MMM	3m Co	—	EXIT	清仓
40	ARKF	Ark Blockchain & Fintech Inn	—	EXIT	清仓
41	VZ	Verizon Communications INC	—	EXIT	清仓
42	MA	Mastercard INC - A	—	EXIT	清仓
43	EMR	Emerson Electric Co	—	EXIT	清仓
44	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
45	CVS	Cvs Health CORP	—	EXIT	清仓
46	O	Realty Income CORP	—	EXIT	清仓
47	TJX	Tjx Companies INC	—	EXIT	清仓
48	PEG	Public Service Enterprise Gp	—	EXIT	清仓
49	UNH	Unitedhealth Group INC	—	EXIT	清仓
50	AEP	American Electric Power	—	EXIT	清仓