13FBOX
Homrich & Berg · 13F 持仓分析
期权收益计算器 机构排行

Homrich & Berg

No.10809 数据截至 2021Q4
最新持仓市值 (Q4 2021)
$44.07亿
环比变动 Q3 2021
-$5,816.5万-1.3%
持仓股票数
472
新买入
0
加仓
0
减仓
4
清仓
0
持股不变
468
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Q4 2021 市值Q4 2021 股数上季度市值上季度股数股数变动操作
G通用动力VTI
30.05%29.66%$13.24亿596.4万股$13.24亿596.4万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
10.42%10.28%$4.59亿298.8万股$4.59亿298.8万股00.00%持仓不变
V先锋领航STAR基金VXUS
7.7%7.6%$3.39亿536.5万股$3.39亿536.5万股00.00%持仓不变
J摩根大通·ULTRA-SHORT INCOME ETFJPST
5.39%5.32%$2.38亿468.6万股$2.38亿468.6万股00.00%持仓不变
IiShares安硕信托IVW
4.34%4.29%$1.91亿259.0万股$1.91亿259.0万股00.00%持仓不变
SSPDR道富系列信托SPYG
3.7%3.65%$1.63亿254.7万股$1.63亿254.7万股00.00%持仓不变
PPIMCO太平洋投资管理ETFMINT
3.15%3.1%$1.39亿136.0万股$1.39亿136.0万股00.00%持仓不变
SSPDR标普500 ETFSPY
2.52%2.49%$1.11亿25.9万股$1.11亿25.9万股00.00%持仓不变
J摩根大通交易所交易基金JMST
2.19%2.16%$9,647.5万188.9万股$9,647.5万188.9万股00.00%持仓不变
S嘉信·U.S. BROAD MARKET ETFSCHB
2.04%2.02%$8,998.4万86.6万股$8,998.4万86.6万股00.00%持仓不变
苹果AAPL
1.52%1.5%$6,687.6万47.3万股$6,687.6万47.3万股00.00%持仓不变
IiShares安硕信托ITOT
1.47%1.45%$6,464.3万65.7万股$6,464.3万65.7万股00.00%持仓不变
V先锋领航国际股票指数基金VEU
1%0.99%$4,407.5万72.3万股$4,407.5万72.3万股00.00%持仓不变
微软MSFT
0.7%0.69%$3,075.3万10.9万股$3,075.3万10.9万股00.00%持仓不变
V先锋领航指数基金VOO
0.67%0.66%$2,958.9万7.5万股$2,958.9万7.5万股00.00%持仓不变
V先锋领航债券指数基金BSV
0.51%0.5%$2,238.3万27.3万股$2,238.3万27.3万股00.00%持仓不变
S嘉信·USSCHX
0.48%0.47%$2,113.2万20.3万股$2,113.2万20.3万股00.00%持仓不变
AAT&TT
0.45%0.44%$1,979.8万73.3万股$1,979.8万73.3万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.45%0.44%$1,979.1万7.3万股$1,979.1万7.3万股00.00%持仓不变
S嘉信策略信托SCHD
0.44%0.43%$1,928.7万26.0万股$1,928.7万26.0万股00.00%持仓不变
宝洁PG
0.37%0.36%$1,616.2万11.6万股$1,616.2万11.6万股00.00%持仓不变
IiShares安硕信托IVV
0.36%0.35%$1,568.4万3.6万股$1,568.4万3.6万股00.00%持仓不变
亚马逊AMZN
0.35%0.34%$1,529.0万4,655股$1,529.0万4,655股00.00%持仓不变
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.3%0.29%$1,307.5万8.8万股$1,307.5万8.8万股00.00%持仓不变
可口可乐KO
0.29%0.29%$1,274.3万24.3万股$1,274.3万24.3万股00.00%持仓不变
强生JNJ
0.29%0.29%$1,274.2万7.9万股$1,274.2万7.9万股00.00%持仓不变
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.29%0.28%$1,261.7万5.4万股$1,261.7万5.4万股00.00%持仓不变
WWisdomTree信托DGRW
0.28%0.28%$1,252.4万21.3万股$1,252.4万21.3万股00.00%持仓不变
IiShares安硕·RUSSELLIWF
0.28%0.28%$1,242.9万4.5万股$1,242.9万4.5万股00.00%持仓不变
IiShares安硕信托HDV
0.28%0.28%$1,242.5万13.2万股$1,242.5万13.2万股00.00%持仓不变
V先锋领航·TOTALBND
0.28%0.27%$1,224.6万14.3万股$1,224.6万14.3万股00.00%持仓不变
埃森哲ACN
0.27%0.27%$1,208.7万3.8万股$1,208.7万3.8万股00.00%持仓不变
V先锋领航指数基金VUG
0.27%0.27%$1,205.3万4.2万股$1,205.3万4.2万股00.00%持仓不变
V先锋领航指数基金VB
0.27%0.27%$1,186.8万5.4万股$1,186.8万5.4万股00.00%持仓不变
V先锋领航国际股票指数基金VPL
0.26%0.26%$1,149.1万14.2万股$1,149.1万14.2万股00.00%持仓不变
伯克希尔哈撒韦BRK.A
0.23%0.23%$1,028.4万25股$1,028.4万25股00.00%持仓不变
S嘉信策略信托SCHF
0.23%0.23%$1,015.1万26.2万股$1,015.1万26.2万股00.00%持仓不变
霍尼韦尔HON
0.21%0.21%$940.5万4.4万股$940.5万4.4万股00.00%持仓不变
IiShares安硕信托LRGF
0.21%0.21%$935.5万22.2万股$935.5万22.2万股00.00%持仓不变
联合健康UNH
0.2%0.2%$896.4万2.3万股$896.4万2.3万股00.00%持仓不变
辉瑞PFE
0.2%0.2%$887.0万20.6万股$887.0万20.6万股00.00%持仓不变
IiShares安硕信托DGRO
0.2%0.19%$869.6万17.3万股$869.6万17.3万股00.00%持仓不变
VisaV
0.19%0.19%$828.0万3.7万股$828.0万3.7万股00.00%持仓不变
SSSGA ACTIVE ETF TRWIP
0.18%0.18%$800.0万16.6万股$800.0万16.6万股00.00%持仓不变
V先锋领航·FTSEVEA
0.18%0.18%$786.6万15.6万股$786.6万15.6万股00.00%持仓不变
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
0.18%0.17%$773.4万5.1万股$773.4万5.1万股00.00%持仓不变
百事可乐PEP
0.17%0.17%$765.7万5.1万股$765.7万5.1万股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.17%0.17%$754.2万9.7万股$754.2万9.7万股00.00%持仓不变
思科CSCO
0.17%0.17%$750.8万13.8万股$750.8万13.8万股00.00%持仓不变
I景顺·NASDAQ 100 ETFQQQM
0.16%0.16%$725.8万4.9万股$725.8万4.9万股00.00%持仓不变

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