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
YorkBridge Wealth Partners, LLC (CIK 1696064) reported $394.2M across 256 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: SPY ($29.4M, 7.47%), AAPL ($15.9M, 4.04%), VYM ($15.1M, 3.84%), VONG ($15.1M, 3.83%), MSFT ($13.0M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | $29.4M | 7.47% | 76,978 | Added |
| 2 | AAPL | APPLE INC COM | $15.9M | 4.04% | 122,567 | Trimmed |
| 3 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $15.1M | 3.84% | 139,937 | Added |
| 4 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $15.1M | 3.83% | 273,764 | Added |
| 5 | MSFT | MICROSOFT CORP COM | $13.0M | 3.31% | 54,406 | Trimmed |
| 6 | WRB | BERKLEY W R CORP COM | $10.0M | 2.53% | 137,444 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON COM | $8.9M | 2.25% | 50,136 | Trimmed |
| 8 | AMZN | AMAZON COM INC COM | $8.7M | 2.20% | 103,110 | Trimmed |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $7.2M | 1.83% | 81,334 | Trimmed |
| 10 | UNH | UNITEDHEALTH GROUP INC COM | $7.2M | 1.83% | 13,585 | Trimmed |
| 11 | NFLX | NETFLIX INC COM | $6.5M | 1.66% | 22,186 | Trimmed |
| 12 | XOMXXXX | EXXON MOBIL CORP COM | $6.4M | 1.62% | 57,812 | Trimmed |
| 13 | ABT | ABBOTT LABS COM | $6.2M | 1.58% | 56,702 | Trimmed |
| 14 | V | VISA INC COM CL A | $5.8M | 1.48% | 27,996 | Trimmed |
| 15 | MA | MASTERCARD INCORPORATED CL A | $5.6M | 1.42% | 16,110 | Trimmed |
| 16 | CRM | SALESFORCE INC COM | $4.5M | 1.15% | 34,067 | Trimmed |
| 17 | ADBE | ADOBE SYSTEMS INCORPORATED COM | $4.5M | 1.13% | 13,285 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.5M | 1.13% | 14,443 | Trimmed |
| 19 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.4M | 1.12% | 16,483 | Trimmed |
| 20 | PFE | PFIZER INC COM | $4.4M | 1.11% | 85,512 | Trimmed |
| 21 | HD | HOME DEPOT INC COM | $4.3M | 1.09% | 13,634 | Trimmed |
| 22 | PG | PROCTER AND GAMBLE CO COM | $4.1M | 1.04% | 26,944 | Trimmed |
| 23 | IVW | ISHARES S&P 500 GROWTH ETF | $3.9M | 0.99% | 66,447 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO COM | $3.8M | 0.95% | 28,040 | Added |
| 25 | NOW | SERVICENOW INC COM | $3.5M | 0.89% | 9,076 | Added |
来源：SEC 13F 申报文件 · 截至 2022-12-31