Equitable Holdings, Inc. — Q1 2023 13F 持股

Name: Equitable Holdings, Inc. — 13F Holdings, Q1 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001333986

申报总市值

US$155.4亿

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本季完整持股清单

仅显示前 200 大持股（共 975 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	4.21%	-2.31%	+2.03%
2	VUG	Vanguard Growth ETF	ETF-其他	3.35%	-1.13%	-5.81%
3	VONG	Vanguard Russell 1000 Growth	ETF-其他	3.32%	—	+2.26%
4	ILCG	Ishares Morningstar Growth E	ETF-其他	3.02%	-1.00%	-0.76%
5	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.99%	-1.61%	-1.51%
6	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.86%	+0.01%	-1.71%
7	XLK	Ss Technology Select Sector	ETF-科技型	2.48%	+0.02%	-7.76%
8	VGT	Vanguard Info Tech ETF	ETF-科技型	2.32%	+0.21%	-9.95%
9	IGM	Ishares Expanded Tech Sector	ETF-科技型	2.22%	+0.36%	-12.10%
10	VTV	Vanguard Value ETF	ETF-其他	1.97%	-0.87%	+4.38%
11	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	1.91%	+0.63%	+62.49%
12	IWF	Ishares Russell 1000 Growth	ETF-其他	1.79%	—	-13.10%
13	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	1.52%	—	+2.46%
14	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.29%	—	-8.26%
15	AAPL	Apple INC	股票-科技	1.28%	+0.40%	+2.39%
16	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.23%	-0.60%	+5.06%
17	IWD	Ishares Russell 1000 Value E	ETF-其他	1.22%	—	-0.31%
18	ILCV	Ishares Morningstar Value Et	ETF-其他	1.11%	—	-7.16%
19	VV	Vanguard Large-cap ETF	ETF-其他	1.05%	—	+2.69%
20	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.98%	+0.28%	-6.27%
21	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.94%	—	-15.69%
22	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.91%	—	+53.55%
23	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.87%	—	-0.06%
24	VOE	Vanguard Mid-cap Value ETF	ETF-其他	0.85%	—	-3.64%
25	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.81%	—	-4.36%
26	IWP	Ishares Russell Mid-cap Grow	ETF-其他	0.79%	-0.49%	+2.54%
27	VONV	Vanguard Russell 1000 Value	ETF-其他	0.79%	+0.35%	-0.98%
28	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	0.76%	+0.37%	-3.44%
29	VB	Vanguard Small-cap ETF	ETF-其他	0.73%	—	+6.10%
30	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股与成长	0.72%	-0.15%	+1.54%
31	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.72%	—	-15.25%
32	VO	Vanguard Mid-cap ETF	ETF-其他	0.70%	—	+8.96%
33	IWB	Ishares Russell 1000 ETF	ETF-其他	0.66%	+0.11%	-0.62%
34	SPHQ	Invesco S&p 500 Quality ETF	ETF-大型股与成长	0.63%	—	-1.39%
35	BND	Vanguard Total Bond Market	ETF-其他	0.62%	-0.24%	-7.37%
36	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.62%	—	+8.25%
37	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.59%	-0.42%	-4.80%
38	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.59%	—	+37.63%
39	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.59%	—	+10.73%
40	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	0.58%	-0.15%	+18.40%
41	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.58%	-0.23%	+7.56%
42	MSFT	Microsoft CORP	股票-科技	0.58%	+0.37%	-0.82%
43	ILCB	Ishares Morningstar U.s. Equ	ETF-其他	0.58%	—	-0.90%
44	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.55%	—	-1.82%
45	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.53%	-0.41%	-1.36%
46	RDVY	First Trust Rising Dividend	ETF-其他	0.49%	—	-2.82%
47	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	0.49%	-0.30%	+5.71%
48	IMCV	Ishares Morningstar Mid-cap	ETF-其他	0.46%	—	-8.31%
49	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.46%	—	+6.39%
50	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-其他	0.45%	—	+2.90%

1–50 of 200

本季持股变动

Equitable Holdings, Inc. 于截至 Q1 2023 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	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.6%	+62.49%	加仓
2	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.3%	+53.55%	加仓
3	SPTI	Ss Spdr P Int Term Tsy ETF	+0.3%	+1556.13%	加仓
4	PHDG	Invesco S&p 500 Downside Hed	+0.2%	+352.18%	加仓
5	QQQ	Invesco Qqq Trust Series 1	+0.2%	-1.71%	减仓
6	VONG	Vanguard Russell 1000 Growth	+0.2%	+2.26%	加仓
7	AAPL	Apple INC	+0.2%	+2.39%	加仓
8	JQUA	Jpmorgan US Quality Factor	+0.2%	+1118.70%	加仓
9	BILS	Ss Spdrb B 3-12m T-bill ETF	+0.2%	NEW	新建仓
10	DBP	Invesco Db Precious Metals F	+0.2%	+111.33%	加仓
11	VWO	Vanguard Ftse Emerging Marke	+0.1%	+37.63%	加仓
12	DNL	Wisdmtree Gb Ex-us Ql Gr-usd	+0.1%	+1850.77%	加仓
13	SPMB	Ss Spdr P Mort Back Bond ETF	+0.1%	NEW	新建仓
14	SPTS	Ss Spdr P St Term Tsy ETF	+0.1%	+770.86%	加仓
15	ILCG	Ishares Morningstar Growth E	+0.1%	-0.76%	减仓
16	✓	Ishares Tr Ibonds 23 Trm Ts ETF	+0.1%	NEW	新建仓
17	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.1%	+2.03%	加仓
18	TSLA	Tesla INC	+0.1%	+10.59%	加仓
19	SPHD	Invesco S&p 500 High Dividen	+0.1%	+195.54%	加仓
20	PXF	Invesco Rafi Developed Marke	+0.1%	NEW	新建仓
21	SPEM	State Street Sp Ptf Em ETF	+0.1%	+275.65%	加仓
22	SCHW	Schwab (charles) CORP	+0.1%	+2331.56%	加仓
23	RVNU	Xtrackers Municipal Infrastr	+0.1%	NEW	新建仓
24	AMZN	Amazon.com INC	+0.1%	+9.00%	加仓
25	NVDA	Nvidia CORP	+0.1%	-12.54%	减仓
26	XLK	Ss Technology Select Sector	+0.1%	-7.76%	减仓
27	DGRW	Wisdomtree U.s. Quality Divi	+0.1%	+18.40%	加仓
28	MSFT	Microsoft CORP	+0.1%	-0.82%	减仓
29	VUG	Vanguard Growth ETF	0%	-5.81%	减仓
30	VOO	Vanguard S&p 500 ETF	0%	+5.06%	加仓
31	ITOT	Ishares Core S&p Total U.s.	0%	+7.56%	加仓
32	IWP	Ishares Russell Mid-cap Grow	0%	+2.54%	加仓
33	VO	Vanguard Mid-cap ETF	0%	+8.96%	加仓
34	VV	Vanguard Large-cap ETF	0%	+2.69%	加仓
35	VGT	Vanguard Info Tech ETF	—	-9.95%	减仓
36	IVW	Ishares S&p 500 Growth ETF	—	-0.06%	减仓
37	SPYV	Ss Spdr P S&p 500 Value ETF	0%	+2.46%	加仓
38	IGM	Ishares Expanded Tech Sector	-0.1%	-12.10%	减仓
39	EFG	Ishares Msci Eafe Growth ETF	-0.1%	-66.37%	减仓
40	IVV	Ishares Core S&p 500 ETF	-0.1%	-1.51%	减仓
41	EEMV	Ishares Msci Emg Mkt Min Vol	-0.1%	-76.53%	减仓
42	TEAM	Atlassian Corporation	-0.1%	EXIT	清仓
43	DGLUSD	Invesco Db Gold Fund	-0.1%	EXIT	清仓
44	IJJ	Ishares S&p Mid-cap 400 Valu	-0.1%	-24.50%	减仓
45	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-15.25%	减仓
46	EFV	Ishares Msci Eafe Value ETF	-0.2%	-73.64%	减仓
47	ILCV	Ishares Morningstar Value Et	-0.2%	-7.16%	减仓
48	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-15.69%	减仓
49	VIG	Vanguard Dividend Apprec ETF	-0.3%	-36.91%	减仓
50	GBIL	Goldman Sachs Access Treasur	-1.2%	-88.85%	减仓