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Asset One Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Asset One Wealth Management LLC

No.2877 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.50亿
环比变动 Q1 2026
+$536.7万+0.6%
持仓股票数
346
新买入
31
加仓
172
减仓
131
清仓
21
持股不变
12
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
微软MSFT
4%4.2%$3,798.7万9.6万股$3,970.6万9.4万股+2,405股+2.57%加仓
苹果AAPL
3.56%2.87%$3,385.1万10.3万股$2,714.2万10.2万股+1,391股+1.36%加仓
VVANECK MERK GOLD TRUSTOUNZ
3.23%3.63%$3,065.4万78.6万股$3,433.1万76.3万股+2.3万股+3.00%加仓
I景顺·NASDAQ 100 ETFQQQM
3%2.35%$2,849.3万9.6万股$2,222.0万8.4万股+1.3万股+15.11%加仓
SSPDR道富系列信托BILS
2.65%2.5%$2,516.2万25.3万股$2,359.8万23.8万股+1.6万股+6.70%加仓
V先锋领航指数基金VOO
2.64%2.39%$2,513.1万3.6万股$2,254.8万3.5万股+1,386股+3.98%加仓
I景顺QQQ信托VOO
2.31%2.43%$2,199.3万3.1万股$2,294.0万3.6万股-4,960股-13.93%减仓
英伟达NVDA
2.3%2.16%$2,188.9万10.3万股$2,041.2万10.2万股+885股+0.87%加仓
SSPDR道富系列信托BIL
2.3%2.42%$2,186.8万23.9万股$2,286.6万25.0万股-1.1万股-4.31%减仓
S嘉信策略信托SCHD
1.75%1.82%$1,661.2万51.4万股$1,716.4万55.4万股-4.0万股-7.28%减仓
亚马逊AMZN
1.59%1.56%$1,514.5万5.9万股$1,470.2万5.9万股+570股+0.97%加仓
SSPROTT ETF TRUST GOLD MINERS ETFSGDJ
1.54%1.91%$1,467.5万23.9万股$1,804.3万23.6万股+3,497股+1.48%加仓
SSPROTT PHYSICAL SILVER ESLVR
1.37%1.73%$1,298.5万70.1万股$1,636.5万67.3万股+2.8万股+4.14%加仓
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
1.29%1.4%$1,223.7万40.0万股$1,322.9万37.3万股+2.7万股+7.24%加仓
AMD超威AMD
1.28%0.67%$1,220.8万2.3万股$637.5万2.2万股+664股+2.96%加仓
Meta平台META
1.15%0.92%$1,093.7万1.6万股$870.0万1.3万股+3,045股+23.41%加仓
IiShares安硕·RUSSELLIWM
1.15%0.99%$1,093.2万3.7万股$932.3万3.4万股+2,997股+8.82%加仓
GGLOBAL X SILVER MINERS ETFSIL
1.13%1.4%$1,075.8万14.3万股$1,322.3万14.0万股+3,040股+2.17%加仓
应用材料AMAT
1.09%0.77%$1,038.0万1.8万股$728.0万1.8万股-547股-2.96%减仓
谷歌AGOOGL
1.02%0.9%$968.7万2.6万股$854.2万2.6万股+409股+1.59%加仓
博通AVGO
1%1.03%$947.5万2.4万股$970.0万2.4万股-87股-0.36%减仓
AAlphabet Inc Class CGOOG
1%0.87%$946.6万2.6万股$825.2万2.5万股+597股+2.39%加仓
阿斯麦ASML
0.98%0.79%$929.1万5,118股$742.5万5,089股+29股+0.57%加仓
V先锋领航STAR基金VXUS
0.96%0.89%$907.8万10.7万股$845.4万10.3万股+3,565股+3.45%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.95%0.91%$900.8万21.5万股$857.3万22.1万股-5,270股-2.39%减仓
VVanEck ETF信托BBH
0.93%1.11%$879.1万11.5万股$1,053.0万10.5万股+1.0万股+9.57%加仓
V先锋领航全球基金VOX
0.87%0.88%$829.7万4.3万股$832.0万4.3万股-39股-0.09%减仓
V先锋领航全球基金VGT
0.84%4.06%$802.4万6.9万股$3,840.3万5.5万股+1.4万股+25.19%加仓
IiShares安硕信托IVW
0.84%0.78%$795.7万5.7万股$733.2万5.8万股-377股-0.65%减仓
卡特彼勒CAT
0.81%0.71%$766.6万8,385股$666.3万8,325股+60股+0.72%加仓
台积电TSM
0.77%0.68%$730.0万1.7万股$639.4万1.7万股+32股+0.18%加仓
礼来LLY
0.75%0.55%$711.2万6,149股$520.4万5,763股+386股+6.70%加仓
康明斯CMI
0.74%0.71%$707.3万1.1万股$674.1万1.1万股+67股+0.64%加仓
切尼尔能源LNG
0.72%0.73%$682.3万2.7万股$685.8万2.7万股+64股+0.24%加仓
摩根大通JPM
0.71%0.61%$672.0万1.9万股$576.6万1.8万股+948股+5.15%加仓
VVanEck ETF信托GDX
0.66%0.79%$630.2万8.5万股$744.2万8.0万股+5,131股+6.41%加仓
Arista网络ANET
0.66%0.63%$622.7万3.6万股$596.1万3.4万股+1,734股+5.03%加仓
VisaV
0.64%0.54%$610.9万1.7万股$512.2万1.7万股+676股+4.09%加仓
IiShares安硕信托SHV
0.62%0.65%$587.7万5.3万股$616.5万5.6万股-2,565股-4.59%减仓
J摩根大通交易所交易基金JQUA
0.6%0.64%$574.6万8.0万股$600.7万9.2万股-1.2万股-12.95%减仓
SSPDR行业精选信托XLK
0.6%0.54%$573.9万3.2万股$511.1万3.3万股-1,434股-4.34%减仓
WASTE MGMT DELWM
0.58%0.54%$551.3万2.4万股$507.9万2.3万股+947股+4.17%加仓
SSPDR道富系列信托SPYD
0.58%0.45%$549.2万11.3万股$421.3万9.1万股+2.2万股+23.88%加仓
高盛GS
0.58%0.45%$548.4万4,760股$426.2万4,600股+160股+3.48%加仓
家得宝HD
0.57%0.44%$544.0万1.6万股$417.4万1.2万股+3,797股+31.29%加仓
DDimensional维度ETF信托DCOR
0.57%0.53%$541.1万6.5万股$500.7万6.5万股+804股+1.25%加仓
好市多COST
0.57%0.59%$538.6万5,876股$553.3万5,501股+375股+6.82%加仓
TT ROWE PRICE EXCHANGE-TRADEDTDVG
0.55%0.53%$522.2万10.6万股$497.9万10.6万股-589股-0.55%减仓
艾伯维ABBV
0.55%0.43%$518.4万2.1万股$405.8万2.0万股+1,453股+7.35%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
0.53%0.41%$499.1万10.0万股$383.1万7.7万股+2.3万股+29.23%加仓

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