13FBOX
Asempa Wealth Advisors · 13F 持仓分析
期权收益计算器 机构排行

Asempa Wealth Advisors

No.8517
最新持仓市值 (Q2 2026)
$1.34亿
环比变动 Q1 2026
+$1,925.8万+16.8%
持仓股票数
115
新买入
6
加仓
60
减仓
31
清仓
6
持股不变
18
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
IiShares安硕信托IVV
6.36%6.47%$852.8万1.1万股$742.6万1.1万股+103股+0.91%加仓
IiShares安硕·S&P 100 ETFIWO
4.22%4.29%$565.6万1.5万股$492.7万1.5万股+79股+0.51%加仓
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
4.12%4.11%$552.2万7.3万股$472.3万6.8万股+4,495股+6.60%加仓
S道富SPYM
3.81%3.08%$510.3万5.8万股$353.6万4.6万股+1.2万股+26.64%加仓
IiShares安硕信托IVW
2.97%2.62%$397.6万2.9万股$300.4万2.6万股+2,698股+10.29%加仓
IiShares安硕信托ILCG
2.32%2.04%$310.8万2.7万股$234.6万2.4万股+2,304股+9.50%加仓
家得宝HD
2.26%1.49%$303.0万8,592股$171.1万5,192股+3,400股+65.49%加仓
V先锋领航指数基金VUG
2.24%2.33%$300.6万3.5万股$267.3万6,055股+2.9万股+476.40%加仓
IiShares安硕信托ITOT
2.06%2.04%$275.5万1.7万股$233.8万1.6万股+475股+2.91%加仓
V先锋领航指数基金VTV
1.94%2.04%$260.2万1.2万股$234.5万1.2万股+16股+0.13%加仓
IiShares安硕信托GJS
1.94%1.91%$259.8万11.4万股$219.1万9.6万股+1.8万股+18.84%加仓
IiShares安硕信托EFV
1.75%2.04%$235.2万3.1万股$234.2万3.1万股-396股-1.27%减仓
IiShares安硕·MSCIQUAL
1.69%1.74%$227.0万1.0万股$199.5万1.0万股-3股-0.03%减仓
IiShares安硕·RUSSELLIWB
1.58%1.62%$211.7万5,169股$185.9万5,172股-3股-0.06%减仓
V先锋领航指数基金VV
1.52%1.55%$203.6万5,921股$177.7万5,903股+18股+0.30%加仓
B贝莱德ETF信托DYNF
1.5%1.34%$201.0万3.0万股$154.3万2.6万股+3,289股+12.52%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.42%1.26%$191.0万7,573股$144.6万7,842股-269股-3.43%减仓
IiShares安硕·RUSSELLIWF
1.37%1.63%$184.1万1.5万股$186.7万4,340股+1.0万股+241.54%加仓
IISHARES MORNINGSTAR VALUE ETFILCV
1.3%1.42%$173.8万1.7万股$162.6万1.7万股-255股-1.46%减仓
V先锋领航国际股票指数基金VEU
1.25%1.33%$167.4万2.0万股$152.2万2.0万股-3股-0.02%减仓
SSPDR标普500 ETFSPY
1.24%0.42%$166.5万2,230股$47.8万730股+1,500股+205.48%加仓
埃克森美孚XOM
1.2%1.64%$161.3万1.2万股$188.4万1.2万股+79股+0.67%加仓
B贝莱德ETF信托BAI
1.2%0.72%$160.5万3.0万股$82.3万2.4万股+6,296股+26.08%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.19%1.38%$159.7万6,749股$157.9万7,323股-574股-7.84%减仓
V先锋领航指数基金VB
1.18%1.19%$158.1万5,216股$136.1万5,169股+47股+0.91%加仓
IiShares安硕·S&PIVE
1.14%0.94%$153.1万6,742股$108.3万5,120股+1,622股+31.68%加仓
IiShares安硕信托IEV
1.13%1.25%$151.1万2.1万股$143.0万2.1万股-12股-0.06%减仓
苹果AAPL
1.07%1.11%$143.4万4,956股$127.0万4,969股-13股-0.26%减仓
IiShares安硕信托IWD
1.07%1.14%$143.1万5,905股$130.9万6,089股-184股-3.02%减仓
IiShares安硕信托IUSB
1.03%0.97%$137.8万3.0万股$111.4万2.4万股+5,693股+23.55%加仓
IiShares安硕信托IWS
1%1.06%$134.5万8,172股$121.6万8,289股-117股-1.41%减仓
微软MSFT
0.98%1.13%$131.2万3,517股$129.8万3,515股+2股+0.06%加仓
V先锋领航斯科茨代尔基金VONV
0.95%0.94%$127.3万1.2万股$107.7万1.1万股+549股+4.81%加仓
IISHARES U.S. ENERGY ETFIYE
0.94%1.19%$126.5万2.2万股$136.8万2.2万股+452股+2.06%加仓
IiShares安硕IEMG
0.91%0.94%$122.5万1.5万股$108.3万1.5万股-621股-4.03%减仓
IiShares黄金信托IAU
0.91%1.41%$122.4万1.6万股$161.9万1.8万股-1,846股-10.23%减仓
B贝莱德ETF信托CORO
0.9%0.6%$120.6万3.3万股$68.4万2.1万股+1.2万股+57.53%加仓
IiShares安硕信托IXN
0.87%0.72%$117.1万8,106股$82.4万8,105股+1股+0.01%加仓
V先锋领航·SMALLVBR
0.87%0.91%$116.2万4,781股$104.1万4,772股+9股+0.19%加仓
F富达·MERRIMACK STR TRFBND
0.86%1.01%$115.5万2.5万股$115.6万2.5万股+61股+0.24%加仓
I景顺交易所交易基金IISPMO
0.81%0.58%$108.3万6,703股$66.6万5,819股+884股+15.19%加仓
B贝莱德ETF信托THRO
0.79%0.74%$105.9万2.5万股$85.5万2.3万股+1,236股+5.30%加仓
IiShares安硕信托IGM
0.78%0.68%$104.2万6,372股$77.5万6,443股-71股-1.10%减仓
IiShares安硕信托EFG
0.76%0.8%$101.7万8,172股$91.6万8,058股+114股+1.41%加仓
V先锋领航白厅基金VYM
0.72%0.79%$97.2万6,148股$90.8万6,140股+8股+0.13%加仓
卡特彼勒CAT
0.71%0.57%$95.8万900股$65.7万900股00.00%持仓不变
IiShares安硕信托IAT
0.7%0.72%$94.2万1.5万股$82.4万1.5万股+18股+0.12%加仓
IiShares安硕信托IEI
0.69%0.8%$92.6万7,881股$92.2万7,808股+73股+0.93%加仓
IiShares安硕信托IVLU
0.69%0.79%$92.2万2.2万股$91.1万2.3万股-553股-2.45%减仓
亚马逊AMZN
0.68%0.71%$91.7万3,847股$81.3万3,862股-15股-0.39%减仓

🧭 机构资金流板块热力图

净流出 净流入