13FBOX
Virginia Estate & Retirement Planning Advisors Inc. · 13F 持仓分析
期权收益计算器 机构排行

Virginia Estate & Retirement Planning Advisors Inc.

No.3587 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8,304.4万
环比变动 Q1 2026
+$4,103.9万+97.7%
持仓股票数
186
新买入
46
加仓
20
减仓
9
清仓
19
持股不变
111
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SGOV
28.09%34.78%$2,333.1万23.2万股$1,460.8万14.5万股+8.7万股+59.70%加仓
S嘉信策略信托SCHD
13.12%$1,089.5万1,053.4万股$00股+1,053.4万股新买入
V先锋领航指数基金VOO
11.54%0.38%$958.7万1.4万股$15.9万276股+1.4万股+4,963.04%加仓
S嘉信·USSCHP
10.49%$870.7万870.7万股$00股+870.7万股新买入
I景顺QQQ信托VOO
7.5%$622.4万8,470股$00股+8,470股新买入
S嘉信策略信托SCHF
3.42%<0.01%$283.9万9.0万股$1,24241股+8.9万股+218,265.85%加仓
I景顺交易所交易基金信托RSP
3.39%$281.5万3.1万股$00股+3.1万股新买入
I景顺交易所交易基金信托XSMO
3.29%$273.2万1.3万股$00股+1.3万股新买入
SSPROTT PHYSICAL SILVER ESLVR
3.09%1.35%$256.2万8.5万股$56.7万1.7万股+6.8万股+411.08%加仓
EETF系列解决方案SPDV
2.75%$228.1万7.5万股$00股+7.5万股新买入
苹果AAPL
1.77%3.22%$147.3万5,096股$135.3万5,336股-240股-4.50%减仓
GGlobal X·URANIUM ETFURA
1.32%$109.3万1.7万股$00股+1.7万股新买入
VVanEck ETF信托GDX
0.96%$79.9万1.1万股$00股+1.1万股新买入
S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC
0.56%$46.7万46.7万股$00股+46.7万股新买入
SSTATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETFROKT
0.49%$40.5万4,561股$00股+4,561股新买入
S嘉信策略信托SCHR
0.49%$40.4万40.4万股$00股+40.4万股新买入
亚马逊AMZN
0.48%1.82%$39.9万4,085股$76.4万3,672股+413股+11.25%加仓
应用材料AMAT
0.39%0.36%$32.2万445股$15.2万445股00.00%持仓不变
英伟达NVDA
0.35%0.59%$28.7万1,432股$25.0万1,432股00.00%持仓不变
微软MSFT
0.31%0.6%$25.5万684股$25.3万684股00.00%持仓不变
ESSENTIAL PPTYS RLTY TREPRT
0.25%0.17%$20.4万2,229股$7.1万2,276股-47股-2.07%减仓
V先锋领航指数基金VUG
0.23%$19.1万2,222股$00股+2,222股新买入
AXON ENTERPRISEAXON
0.22%0.33%$18.5万330股$14.0万330股00.00%持仓不变
道明尼能源D
0.22%$18.2万2,665股$00股+2,665股新买入
谷歌AGOOGL
0.21%0.33%$17.2万480股$13.8万480股00.00%持仓不变
ALTRIAMO
0.2%$16.2万2,256股$00股+2,256股新买入
DDICKS SPORTING GOODSDKS
0.2%$16.2万714股$00股+714股新买入
EETF系列解决方案VUSE
0.18%$14.8万917股$00股+917股新买入
Meta平台META
0.17%0.35%$14.4万255股$14.6万255股00.00%持仓不变
IiShares安硕信托IFGL
0.17%$14.1万1,276股$00股+1,276股新买入
IiShares安硕·RUSSELLIWM
0.17%0.1%$13.9万409股$4.2万169股+240股+142.01%加仓
埃克森美孚XOM
0.15%$12.6万919股$00股+919股新买入
摩根大通JPM
0.15%0.27%$12.5万381股$11.2万381股00.00%持仓不变
AAPTUS DRAWDOWN MANAGED EQUITY ETFADME
0.13%$11.1万2,885股$00股+2,885股新买入
家得宝HD
0.13%0.24%$10.9万310股$10.1万310股00.00%持仓不变
PHILIP MORRIS INTLPM
0.13%0.23%$10.7万591股$9.7万589股+2股+0.34%加仓
甲骨文ORCL
0.12%0.23%$10.1万682股$9.6万682股00.00%持仓不变
S道富XLI
0.12%$9.6万504股$00股+504股新买入
强生JNJ
0.11%0.2%$8.7万343股$8.4万343股00.00%持仓不变
艾伯维ABBV
0.1%0.18%$8.5万338股$7.4万338股00.00%持仓不变
IiShares安硕信托AGG
0.08%0.01%$7.0万443股$4,15842股+401股+954.76%加仓
IiShares安硕IEMG
0.08%$7.0万726股$00股+726股新买入
IIBMIBM
0.06%0.11%$5.4万191股$4.6万190股+1股+0.53%加仓
ADPADP
0.06%0.11%$5.2万233股$4.7万233股00.00%持仓不变
辉瑞PFE
0.06%0.08%$5.1万2,114股$3.5万1,249股+865股+69.26%加仓
AMD超威AMD
0.06%0.04%$4.9万85股$1.7万85股00.00%持仓不变
沃尔玛WMT
0.06%0.05%$4.7万417股$2.2万180股+237股+131.67%加仓
SSPDR行业精选信托XLK
0.06%0.06%$4.6万336股$2.3万211股+125股+59.24%加仓
英特尔INTC
0.05%0.03%$4.3万305股$1.3万305股00.00%持仓不变
WELLS FARGO NEWWFC
0.05%0.09%$4.1万497股$4.0万497股00.00%持仓不变

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