13FBOX
Polaris Wealth Advisory Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Polaris Wealth Advisory Group, LLC

No.10990 数据截至 2023Q3
最新持仓市值 (Q3 2023)
$13.14亿
环比变动 Q2 2023
-$425.1万-0.3%
持仓股票数
169
新买入
49
加仓
61
减仓
59
清仓
18
持股不变
0
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
苹果AAPL
4.21%2.68%$5,528.0万32.3万股$3,532.7万18.2万股+14.1万股+77.28%加仓
IiShares安硕信托IGIB
3.2%2.54%$4,201.9万86.4万股$3,345.8万66.2万股+20.2万股+30.55%加仓
IiShares安硕·RUSSELLIWF
3.04%3.35%$3,997.6万15.0万股$4,422.4万16.1万股-1.0万股-6.48%减仓
IiShares安硕·S&PIVE
2.95%3.28%$3,881.4万25.2万股$4,327.8万26.8万股-1.6万股-6.03%减仓
微软MSFT
2.83%2.49%$3,713.2万11.8万股$3,280.7万9.6万股+2.1万股+22.07%加仓
IiShares安硕信托IEI
2.41%2.5%$3,173.7万28.0万股$3,292.3万28.6万股-5,176股-1.81%减仓
艾伯维ABBV
2.41%2.16%$3,162.9万21.2万股$2,851.6万21.2万股+537股+0.25%加仓
IiShares安硕·7-10YRIEF
2.4%2.46%$3,154.9万34.4万股$3,248.3万33.6万股+8,194股+2.44%加仓
IiShares安硕信托LQD
2.37%2.49%$3,114.7万30.5万股$3,281.7万30.3万股+1,830股+0.60%加仓
强生JNJ
2.23%2.4%$2,924.4万18.8万股$3,164.6万19.1万股-3,432股-1.80%减仓
摩根大通JPM
2.22%1.85%$2,918.2万20.1万股$2,436.4万16.8万股+3.4万股+20.12%加仓
N新纪元能源NEE
2.02%2.49%$2,657.5万46.4万股$3,278.3万44.2万股+2.2万股+4.99%加仓
Elevance健康ELV
1.96%1.98%$2,577.7万5.9万股$2,611.2万5.9万股+429股+0.73%加仓
沃尔玛WMT
1.8%2.81%$2,369.1万14.8万股$3,703.3万23.6万股-8.7万股-37.13%减仓
V先锋领航·FTSEVEA
1.67%1.79%$2,188.9万50.1万股$2,365.3万51.2万股-1.2万股-2.25%减仓
宝洁PG
1.52%1.99%$2,004.1万13.7万股$2,625.2万17.3万股-3.6万股-20.58%减仓
VisaV
1.52%1.14%$1,993.6万8.7万股$1,503.6万6.3万股+2.3万股+36.89%加仓
CencoraCOR
1.5%0.54%$1,966.0万10.9万股$715.8万3.7万股+7.2万股+193.67%加仓
联邦快递FDX
1.49%1.23%$1,958.2万7.4万股$1,615.8万6.5万股+8,738股+13.41%加仓
伯克希尔哈撒韦BRK.B
1.45%1.18%$1,904.5万5.4万股$1,552.0万4.6万股+8,856股+19.46%加仓
洛克希德马丁LMT
1.4%1.64%$1,844.6万4.5万股$2,156.6万4.7万股-1,740股-3.71%减仓
博通AVGO
1.33%2.07%$1,748.0万2.1万股$2,727.8万3.1万股-1.0万股-33.07%减仓
V先锋领航斯科茨代尔基金VGIT
1.26%1.36%$1,658.9万29.0万股$1,788.4万30.5万股-1.5万股-4.79%减仓
好市多COST
1.26%1.24%$1,658.8万2.9万股$1,635.0万3.0万股-1,007股-3.32%减仓
家得宝HD
1.23%1.24%$1,613.2万5.3万股$1,629.5万5.2万股+930股+1.77%加仓
埃克森美孚XOM
1.19%1.04%$1,570.0万13.4万股$1,376.7万12.8万股+5,158股+4.02%加仓
T-MOBILE US COMTMUS
1.16%1.09%$1,526.7万10.9万股$1,436.7万10.3万股+5,576股+5.39%加仓
思科CSCO
1.12%1.07%$1,469.6万27.3万股$1,410.1万27.3万股+817股+0.30%加仓
百事可乐PEP
1.11%0.7%$1,463.9万8.6万股$929.0万5.0万股+3.6万股+72.27%加仓
雪佛龙CVX
1.1%0.45%$1,442.9万8.6万股$591.0万3.8万股+4.8万股+127.84%加仓
联合健康UNH
1.1%1.06%$1,442.1万2.9万股$1,401.7万2.9万股-563股-1.93%减仓
雷神技术RTX
1.04%0.52%$1,367.0万19.0万股$690.0万7.0万股+12.0万股+169.65%加仓
LLAMB WESTONLW
1.04%$1,363.0万14.7万股$00股+14.7万股新买入
应用材料AMAT
1.03%$1,347.4万9.7万股$00股+9.7万股新买入
WELLS FARGO NEWWFC
1.03%1.06%$1,347.2万33.0万股$1,398.0万32.8万股+2,148股+0.66%加仓
礼来LLY
1.02%1.02%$1,336.3万2.5万股$1,343.4万2.9万股-3,767股-13.15%减仓
SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO
0.99%$1,304.2万47.3万股$00股+47.3万股新买入
耐克NKE
0.99%0.38%$1,294.8万13.5万股$504.3万4.6万股+9.0万股+196.33%加仓
谷歌AGOOGL
0.95%0.76%$1,246.0万9.5万股$1,003.7万8.4万股+1.1万股+13.55%加仓
默沙东MRK
0.93%1.05%$1,216.5万11.8万股$1,385.6万12.0万股-1,912股-1.59%减仓
TARGET COMTGT
0.92%1.47%$1,206.1万10.9万股$1,939.1万14.7万股-3.8万股-25.80%减仓
AMERICAN WTR WKS NEWAWK
0.84%1.01%$1,108.5万9.0万股$1,337.3万9.4万股-4,164股-4.44%减仓
I景顺交易所交易基金IIBKLN
0.84%0.75%$1,099.3万52.4万股$985.5万46.8万股+5.5万股+11.81%加仓
雅培ABT
0.84%1%$1,098.6万11.3万股$1,316.6万12.1万股-7,339股-6.08%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.82%$1,083.3万13.4万股$00股+13.4万股新买入
IiShares安硕信托HYG
0.82%0.74%$1,078.4万14.6万股$979.5万13.0万股+1.6万股+12.11%加仓
IiShares安硕信托IVW
0.79%0.7%$1,031.9万15.1万股$926.9万13.2万股+1.9万股+14.68%加仓
IiShares安硕信托USMV
0.78%$1,022.5万14.1万股$00股+14.1万股新买入
嘉信理财SCHW
0.75%1.91%$985.0万17.9万股$2,520.7万44.5万股-26.5万股-59.66%减仓
TJXTJX
0.72%0.73%$950.2万10.7万股$960.7万11.3万股-6,391股-5.64%减仓

🧭 机构资金流板块热力图

净流出 净流入