13FBOX
PERSPECTIVE WEALTH ADVISORS LLC · 13F 持仓分析
期权收益计算器 机构排行

PERSPECTIVE WEALTH ADVISORS LLC

No.7479 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.82亿
环比变动 Q1 2026
+$2,763.4万+17.9%
持仓股票数
70
新买入
21
加仓
28
减仓
19
清仓
6
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
14.83%14.59%$2,696.1万3.6万股$2,249.1万3.5万股+1,520股+4.40%加仓
V先锋领航·FTSEVEA
8.31%1.17%$1,511.4万21.2万股$180.8万2.8万股+18.4万股+651.92%加仓
I景顺QQQ信托VOO
6.15%$1,118.4万1.5万股$00股+1.5万股新买入
IiShares安硕·COREIJH
5.78%5.59%$1,050.9万13.6万股$862.6万12.8万股+8,553股+6.70%加仓
I景顺交易所交易基金IISPMO
5.02%3.42%$913.6万5.7万股$527.2万4.7万股+9,534股+20.28%加仓
IiShares安硕·COREIJR
3.98%3.76%$722.9万4.9万股$579.3万4.7万股+2,139股+4.59%加仓
S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE
3.95%4.18%$718.2万18.1万股$643.8万16.8万股+1.3万股+7.56%加仓
IiShares安硕信托IVV
3.86%3.73%$702.3万9,378股$574.9万8,801股+577股+6.56%加仓
I景顺·S&PIDMO
3.53%2.84%$642.5万10.7万股$437.8万8.0万股+2.7万股+33.49%加仓
SSPDR道富系列信托SJNK
3.23%5.51%$587.2万23.5万股$849.2万34.0万股-10.5万股-30.99%减仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
2.54%2.21%$462.6万2.7万股$340.2万2.3万股+3,728股+15.89%加仓
J摩根大通交易所交易基金JMST
2.02%$366.7万7.2万股$00股+7.2万股新买入
FFIDELITY LOW DURATION BOND FACTOR ETFFLDR
1.89%4.01%$343.3万6.9万股$618.5万12.4万股-5.5万股-44.57%减仓
LLEGG MASON ETF INVTLVHD
1.75%1.89%$317.5万7.2万股$291.8万6.9万股+3,606股+5.26%加仓
I景顺交易所交易基金信托XSMO
1.74%1.43%$316.9万3.4万股$221.2万2.9万股+4,741股+16.29%加仓
F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI
1.69%1.89%$307.0万7.6万股$291.7万7.2万股+3,698股+5.14%加仓
IINVESCO SP MIDCAP 400 REVENUERWK
1.67%1.74%$303.6万2.1万股$268.7万2.1万股-195股-0.93%减仓
I景顺·S&PSPHQ
1.6%1.53%$290.6万3.2万股$235.4万3.1万股+956股+3.05%加仓
S嘉信策略信托SCHD
1.49%1.54%$271.2万8.6万股$237.4万7.7万股+8,153股+10.54%加仓
IiShares安硕信托IWY
1.41%1.39%$255.6万8,794股$214.8万8,630股+164股+1.90%加仓
AAB ACTIVE ETFSTAFI
1.36%$247.6万9.8万股$00股+9.8万股新买入
I景顺交易所交易基金IIRWJ
1.29%1.33%$234.1万3.9万股$204.6万4.1万股-1,185股-2.92%减仓
ESSENTIAL PPTYS RLTY TREPRT
1.26%1.38%$228.9万7.4万股$212.4万6.9万股+5,163股+7.48%加仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
1.18%1.35%$215.1万7.4万股$207.6万7.2万股+1,285股+1.78%加仓
IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR
1.08%$197.2万3.9万股$00股+3.9万股新买入
PPNC FINL SVCS COMVXF
1.05%1.05%$191.7万7,785股$161.7万7,769股+16股+0.21%加仓
S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY
1.05%1.11%$190.6万6.0万股$170.8万5.4万股+6,122股+11.35%加仓
I景顺交易所交易基金IIIDHQ
0.9%0.86%$162.8万3.7万股$132.6万3.7万股-242股-0.65%减仓
S嘉信策略信托SGVT
0.85%$154.8万1.5万股$00股+1.5万股新买入
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
0.83%1.04%$151.3万2.9万股$159.6万3.3万股-4,253股-12.83%减仓
S道富SPIB
0.75%$136.5万4.1万股$00股+4.1万股新买入
S嘉信策略信托SCHF
0.58%0.62%$104.7万3.8万股$95.3万3.9万股-688股-1.79%减仓
S道富SPMD
0.57%0.59%$103.6万1.5万股$90.8万1.5万股-10股-0.07%减仓
J骏利亨德森JAAA
0.55%$99.9万2.0万股$00股+2.0万股新买入
IiShares安硕·FLOATING RATE BOND ETFFLOT
0.54%$97.3万1.9万股$00股+1.9万股新买入
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.51%1.38%$93.2万1.8万股$213.3万4.1万股-2.3万股-56.19%减仓
S道富SPYM
0.5%0.54%$91.3万1.0万股$83.6万1.1万股-528股-4.84%减仓
IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU
0.45%$80.9万1.6万股$00股+1.6万股新买入
WWisdomTree信托DGRW
0.44%0.6%$80.1万8,373股$93.3万1.1万股-2,243股-21.13%减仓
V先锋领航白厅基金VNQ
0.44%0.8%$79.3万8,492股$122.6万1.4万股-5,365股-38.72%减仓
S道富SPSM
0.43%0.4%$78.2万1.4万股$61.0万1.3万股+949股+7.52%加仓
V先锋领航·FSTEVWO
0.4%0.45%$73.5万1.2万股$69.9万1.3万股-620股-4.79%减仓
英伟达NVDA
0.4%0.4%$72.0万3,599股$61.1万3,504股+95股+2.71%加仓
I景顺·ACTIVELY MANAGED EXCGSY
0.39%3.05%$70.3万1.4万股$469.7万9.4万股-8.0万股-85.05%减仓
FFranklin Templeton ETF TrustDIVI
0.38%0.44%$69.3万1.6万股$68.0万1.7万股-848股-4.96%减仓
SSPDR道富指数基金EDIV
0.38%0.41%$69.1万1.7万股$63.1万1.6万股+903股+5.65%加仓
V先锋领航指数基金VOO
0.34%5.16%$61.7万898股$795.4万1.4万股-1.3万股-93.48%减仓
PProShares信托REGL
0.32%0.56%$59.0万6,443股$86.2万9,981股-3,538股-35.45%减仓
特斯拉TSLA
0.29%0.29%$52.9万1,258股$45.0万1,211股+47股+3.88%加仓
C资本集团固定收益ETF信托BANFP
0.29%$52.4万2.0万股$00股+2.0万股新买入

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