13FBOX
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC · 13F 持仓分析
期权收益计算器 机构排行

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC

No.10526 数据截至 2020Q1
最新持仓市值 (Q1 2020)
$1.63亿
环比变动 Q4 2019
-$3,497.0万-17.7%
持仓股票数
67
新买入
6
加仓
32
减仓
28
清仓
8
持股不变
1
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Q1 2020 市值Q1 2020 股数上季度市值上季度股数股数变动操作
SSPDR行业精选信托XLK
7.88%6.44%$1,284.4万16.0万股$1,275.2万13.9万股+2.1万股+14.88%加仓
I景顺·ACTIVELY MANAGED EXCGSY
7.14%6.04%$1,163.6万23.6万股$1,195.5万23.7万股-1,306股-0.55%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
6.68%6.18%$1,087.9万21.9万股$1,222.2万24.2万股-2.3万股-9.63%减仓
SSPDR行业精选信托XLF
3.89%5.06%$634.4万30.5万股$1,000.4万32.5万股-2.0万股-6.26%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
3.54%5.64%$577.5万6.5万股$1,116.2万11.0万股-4.4万股-40.51%减仓
S道富SPAB
3.48%2.85%$567.4万18.8万股$563.6万19.2万股-4,083股-2.13%减仓
SSPDR行业精选信托XLP
3.26%2.95%$531.3万9.8万股$583.8万9.3万股+4,839股+5.22%加仓
V先锋领航斯科茨代尔基金VMBS
3.08%2.44%$501.1万9.2万股$482.0万9.1万股+1,284股+1.42%加仓
ESSENTIAL PPTYS RLTY TREPRT
3.05%2.46%$496.6万12.7万股$486.7万11.1万股+1.6万股+14.59%加仓
SSPDR行业精选信托XLU
3.04%2.89%$494.7万8.9万股$571.9万8.8万股+787股+0.89%加仓
SSPDR行业精选信托XLY
2.96%2.63%$482.5万4.9万股$521.4万4.2万股+7,628股+18.35%加仓
SSPDR道富指数基金SPEM
2.96%2.97%$481.9万16.9万股$587.5万15.6万股+1.3万股+8.33%加仓
V先锋领航·FTSEVEA
2.84%2.84%$462.8万13.9万股$561.7万12.7万股+1.1万股+8.89%加仓
S道富XLI
2.7%2.49%$439.8万7.5万股$493.7万6.1万股+1.4万股+22.99%加仓
SSPDR行业精选信托XLY
2.64%2.91%$430.3万9.7万股$576.4万10.7万股-1.0万股-9.51%减仓
SSPDR道富系列信托BIL
2.5%5.86%$406.7万4.4万股$1,159.7万12.7万股-8.2万股-65.01%减仓
SSPDR行业精选信托XLRE
2.07%1.8%$337.4万10.9万股$356.2万9.2万股+1.7万股+18.16%加仓
S道富SPYM
1.76%1.8%$286.2万9.5万股$355.4万9.4万股+641股+0.68%加仓
微软MSFT
1.35%1.14%$219.8万1.4万股$225.8万1.4万股-384股-2.68%减仓
谷歌AGOOGL
1.33%1.11%$217.4万1,871股$219.9万1,642股+229股+13.95%加仓
苹果AAPL
1.29%1.49%$210.3万8,271股$295.8万1.0万股-1,803股-17.90%减仓
思科CSCO
1.28%0.88%$208.3万5.3万股$173.2万3.6万股+1.7万股+46.78%加仓
强生JNJ
1.23%0.25%$201.2万1.5万股$48.7万3,339股+1.2万股+359.60%加仓
V先锋领航全球基金VAW
1.23%1.31%$200.8万2.1万股$259.5万1.9万股+1,518股+7.85%加仓
AMGEN COMAMGN
1.23%0.92%$200.2万9,874股$181.4万7,523股+2,351股+31.25%加仓
辉瑞PFE
1.2%0.76%$195.9万6.0万股$150.5万3.8万股+2.2万股+56.19%加仓
美敦力MDT
1.17%0.9%$191.2万2.1万股$178.4万1.6万股+5,476股+34.83%加仓
COMCAST NEW CL ACMCSA
1.17%1.06%$190.6万5.5万股$210.4万4.7万股+8,657股+18.50%加仓
英特尔INTC
1.16%1.01%$189.7万3.5万股$199.8万3.3万股+1,655股+4.96%加仓
S道富MDYG
1.15%1.7%$188.1万4.4万股$336.7万5.9万股-1.5万股-25.50%减仓
伯克希尔哈撒韦BRK.B
1.15%$187.7万1.0万股$00股+1.0万股新买入
联邦快递FDX
1.15%$187.6万1.5万股$00股+1.5万股新买入
PAYPAL COMPYPL
1.14%0.84%$185.2万1.9万股$165.7万1.5万股+4,027股+26.29%加仓
联合太平洋铁路UNP
1.13%$184.7万1.3万股$00股+1.3万股新买入
星巴克SBUX
1.13%0.72%$183.5万2.8万股$141.9万1.6万股+1.2万股+72.86%加仓
霍尼韦尔HON
1.07%0.93%$174.9万1.3万股$184.5万1.0万股+2,652股+25.44%加仓
迪士尼DIS
1.06%0.83%$173.0万1.8万股$163.9万1.1万股+6,578股+58.04%加仓
S道富MDYV
1.06%1.7%$171.9万4.9万股$336.9万6.2万股-1.3万股-20.72%减仓
V先锋领航全球基金VDE
1%$163.2万4.3万股$00股+4.3万股新买入
SYSCO COMSYY
0.89%$144.2万3.2万股$00股+3.2万股新买入
切尼尔能源LNG
0.85%1%$138.5万4.1万股$198.7万3.3万股+8,799股+27.04%加仓
SSPDR标普500 ETFSPY
0.72%0.21%$117.6万4,564股$42.4万1,317股+3,247股+246.55%加仓
S道富SLYG
0.68%1.68%$111.5万2.4万股$331.6万5.1万股-2.7万股-53.00%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.65%1.68%$105.8万2.6万股$332.7万5.1万股-2.5万股-48.86%减仓
VV FVFC
0.48%0.73%$78.3万1.4万股$144.4万1.4万股00.00%持仓不变
SSPDR行业精选信托XLE
0.48%2.44%$78.2万2.7万股$483.8万8.1万股-5.4万股-66.60%减仓
好市多COST
0.39%0.32%$62.8万2,203股$63.9万2,175股+28股+1.29%加仓
V先锋领航·FSTEVWO
0.38%0.43%$61.5万1.8万股$84.2万1.9万股-602股-3.18%减仓
IiShares安硕信托IJK
0.36%0.57%$58.5万3,279股$112.2万4,711股-1,432股-30.40%减仓
耐克NKE
0.32%0.28%$52.9万6,392股$55.2万5,447股+945股+17.35%加仓

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