13FBOX
PATHSTONE FAMILY OFFICE, LLC · 13F 持仓分析
期权收益计算器 机构排行

PATHSTONE FAMILY OFFICE, LLC

No.10818 数据截至 2023Q3
最新持仓市值 (Q3 2023)
$157.35亿
环比变动 Q2 2023
+$90.23亿+134.4%
持仓股票数
1656
新买入
500
加仓
1009
减仓
98
清仓
41
持股不变
49
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Q3 2023 市值Q3 2023 股数上季度市值上季度股数股数变动操作
IiShares安硕·RUSSELLIWF
9.66%0.32%$15.20亿571.4万股$2,126.1万7.7万股+563.6万股+7,294.99%加仓
SSPDR标普500 ETFSPY
7.78%4.51%$12.24亿286.3万股$3.03亿68.3万股+218.1万股+319.42%加仓
IiShares安硕信托IVV
6.22%6.8%$9.79亿228.1万股$4.57亿103.4万股+124.7万股+120.53%加仓
IiShares安硕信托IWD
4.87%0.49%$7.66亿503.9万股$3,281.5万20.8万股+483.1万股+2,323.41%加仓
微软MSFT
3.71%6.12%$5.83亿146.2万股$4.10亿117.7万股+28.5万股+24.23%加仓
V先锋领航指数基金VOO
3.31%0.85%$5.21亿132.6万股$5,689.7万14.0万股+118.6万股+849.46%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
2.79%0.01%$4.40亿96.3万股$91.0万1,901股+96.1万股+50,563.49%加仓
苹果AAPL
2.29%3.5%$3.61亿230.1万股$2.35亿114.3万股+115.7万股+101.25%加仓
IiShares安硕·COREIJH
2.28%0.96%$3.58亿143.7万股$6,421.5万24.6万股+119.1万股+484.20%加仓
IiShares安硕·RUSSELLIWB
1.75%0.17%$2.75亿117.0万股$1,144.1万5.0万股+112.0万股+2,233.75%加仓
IiShares安硕·MSCI EAFE ETFEFA
1.69%0.31%$2.67亿386.3万股$2,057.0万28.4万股+358.0万股+1,261.72%加仓
V先锋领航·FTSEVEA
1.31%2.81%$2.07亿473.3万股$1.89亿409.2万股+64.1万股+15.66%加仓
IiShares安硕·COREIJR
1.21%1.5%$1.90亿201.6万股$1.01亿101.5万股+100.1万股+98.70%加仓
V先锋领航指数基金VV
1.17%2.84%$1.84亿93.8万股$1.91亿94.1万股-3,431股-0.36%减仓
可口可乐KO
1.07%2.47%$1.68亿300.7万股$1.66亿275.8万股+24.9万股+9.01%加仓
伯克希尔哈撒韦BRK.A
1.03%1.98%$1.62亿304股$1.33亿257股+47股+18.29%加仓
IiShares安硕·RUSSELLIWM
1%0.49%$1.58亿89.3万股$3,288.9万17.6万股+71.8万股+408.61%加仓
V先锋领航白厅基金VYM
0.99%0.13%$1.55亿150.2万股$867.2万8.2万股+142.1万股+1,737.69%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.9%0.02%$1.42亿205.3万股$117.5万1.6万股+203.7万股+12,660.39%加仓
G通用动力VTI
0.85%1.18%$1.34亿63.1万股$7,938.1万36.0万股+27.0万股+75.04%加仓
V先锋领航·MIDVO
0.78%0.92%$1.23亿59.3万股$6,150.9万28.3万股+31.0万股+109.82%加仓
LOWES COS COMLOW
0.7%1.69%$1.10亿52.9万股$1.13亿50.2万股+2.7万股+5.32%加仓
亚马逊AMZN
0.69%0.94%$1.09亿85.6万股$6,278.2万49.3万股+36.3万股+73.50%加仓
伯克希尔哈撒韦BRK.B
0.68%0.32%$1.07亿30.5万股$2,115.5万6.4万股+24.1万股+374.86%加仓
SSPDR道富指数基金SPDW
0.66%1.71%$1.04亿333.9万股$1.15亿358.1万股-24.2万股-6.74%减仓
KEURIG DR PEPPER COMKDP
0.63%1.41%$9,974.1万315.9万股$9,491.6万303.5万股+12.4万股+4.08%加仓
特斯拉TSLA
0.59%1.21%$9,279.1万36.8万股$8,091.0万30.8万股+5.9万股+19.22%加仓
SSPDR道富系列信托SDY
0.59%0.03%$9,221.6万80.2万股$220.3万1.8万股+78.4万股+4,360.93%加仓
I景顺QQQ信托VOO
0.57%0.16%$8,902.3万24.8万股$1,071.7万2.9万股+21.9万股+756.53%加仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.56%0.02%$8,775.6万39.2万股$159.8万6,587股+38.5万股+5,847.58%加仓
AAlphabet Inc Class CGOOG
0.53%0.56%$8,310.3万62.9万股$3,756.6万31.6万股+31.3万股+99.28%加仓
英伟达NVDA
0.52%0.52%$8,216.7万18.9万股$3,469.8万8.5万股+10.4万股+122.46%加仓
DDimensional维度ETF信托DFIC
0.51%1.52%$8,071.7万345.7万股$1.02亿419.7万股-74.0万股-17.63%减仓
谷歌AGOOGL
0.49%0.61%$7,658.6万58.4万股$4,062.2万34.4万股+24.0万股+69.68%加仓
EEVERFORTHEFOR
0.48%1.03%$7,507.7万91.9万股$6,945.6万91.8万股+792股+0.09%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.47%1.21%$7,371.7万327.3万股$8,107.6万347.8万股-20.5万股-5.89%减仓
V先锋领航指数基金VB
0.47%1.03%$7,354.7万38.9万股$6,936.0万35.2万股+3.7万股+10.48%加仓
IiShares安硕信托TLH
0.45%0.52%$7,061.8万71.7万股$3,488.3万31.6万股+40.2万股+127.16%加仓
DDimensional维度ETF信托DFLV
0.45%1.14%$7,053.0万284.3万股$7,627.7万300.3万股-16.0万股-5.34%减仓
V先锋领航指数基金VUG
0.43%0.78%$6,779.1万24.9万股$5,258.8万18.6万股+6.3万股+33.95%加仓
IiShares安硕IEMG
0.39%0.71%$6,193.2万130.2万股$4,779.6万97.6万股+32.6万股+33.44%加仓
PLAINS ALL AMERN PIPELINE LPAA
0.38%0.79%$5,924.5万386.7万股$5,327.0万377.8万股+8.9万股+2.36%加仓
TJXTJX
0.37%0.86%$5,896.4万66.3万股$5,742.9万67.8万股-1.4万股-2.12%减仓
好市多COST
0.36%0.73%$5,618.3万9.9万股$4,867.4万9.0万股+8,680股+9.66%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.35%0.11%$5,561.6万61.1万股$771.2万8.0万股+53.1万股+665.78%加仓
IiShares安硕信托IWS
0.35%0.03%$5,522.4万53.1万股$185.3万1.7万股+51.4万股+3,046.86%加仓
IiShares安硕信托EFV
0.34%0.43%$5,316.4万108.7万股$2,888.0万59.0万股+49.6万股+84.12%加仓
PROGRESSIVEPGR
0.34%0.86%$5,288.5万38.0万股$5,752.4万43.4万股-5.5万股-12.56%减仓
SILICON LABORATORIESSLAB
0.32%1.03%$5,085.0万43.9万股$6,909.8万43.8万股+787股+0.18%加仓
宝洁PG
0.32%0.12%$5,054.4万34.5万股$837.6万5.5万股+29.0万股+523.98%加仓

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