13FBOX
LifePlan Financial Group, Inc · 13F 持仓分析
期权收益计算器 机构排行

LifePlan Financial Group, Inc

No.10992 数据截至 2020Q4
最新持仓市值 (Q4 2020)
$2.27亿
环比变动 Q3 2020
+$853.2万+3.9%
持仓股票数
566
新买入
19
加仓
99
减仓
81
清仓
19
持股不变
367
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 2020 市值Q4 2020 股数上季度市值上季度股数股数变动操作
IiShares安硕信托LQD
6.15%6.14%$1,398.2万10.4万股$1,344.8万10.0万股+3,810股+3.81%加仓
IiShares安硕·RUSSELLIWF
3.77%3.63%$857.3万4.0万股$795.5万4.1万股-1,917股-4.63%减仓
IiShares安硕信托IVV
3.58%3.4%$815.3万2.4万股$744.2万2.4万股+231股+0.96%加仓
V先锋领航指数基金VUG
3.19%3.07%$726.1万3.2万股$673.0万3.3万股-1,403股-4.21%减仓
V先锋领航·TOTALBNDX
3.12%3.18%$709.6万12.2万股$697.2万12.1万股+1,184股+0.98%加仓
V先锋领航·SMALLVBR
2.76%2.59%$627.8万5.7万股$566.3万5.3万股+3,788股+7.15%加仓
IiShares安硕信托ITOT
2.72%2.6%$619.8万8.1万股$568.4万8.1万股+114股+0.14%加仓
V先锋领航斯科茨代尔基金VGIT
2.61%2.68%$594.0万8.4万股$587.1万8.3万股+1,088股+1.31%加仓
IiShares安硕信托EFG
2.56%2.45%$583.4万6.5万股$535.9万6.4万股+429股+0.67%加仓
IiShares安硕信托GJS
2.4%2.45%$547.1万19.6万股$537.1万19.2万股+3,831股+2.00%加仓
V先锋领航指数基金VBK
2.39%2.16%$544.2万2.5万股$473.4万2.4万股+1,603股+6.76%加仓
V先锋领航·FTSEVEA
2.26%2.53%$513.7万12.6万股$553.4万14.3万股-1.7万股-11.96%减仓
S道富SPYM
2.1%2.02%$477.8万12.1万股$442.3万12.2万股-581股-0.48%减仓
IiShares安硕信托IWD
1.84%1.88%$417.7万3.5万股$412.6万3.7万股-1,279股-3.49%减仓
SSSGA ACTIVE ETF TR
1.54%1.34%$351.4万4.0万股$293.0万3.6万股+4,229股+11.86%加仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
1.51%2.29%$343.1万4.2万股$500.4万4.2万股+782股+1.88%加仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
1.42%1.38%$323.4万1.5万股$302.5万1.5万股-25股-0.17%减仓
V先锋领航指数基金VNQ
1.42%1.47%$322.8万4.1万股$320.9万4.1万股+18股+0.04%加仓
F第一信托·USTFVD
1.37%1.37%$311.3万9.9万股$300.1万9.9万股-45股-0.05%减仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.33%1.37%$303.4万5.5万股$299.9万5.5万股+444股+0.81%加仓
IINVESCO S&P 500 EQUAL WEIGHT MATERIALS ETFRSPM
1.31%1.13%$297.4万2.5万股$246.5万2.4万股+1,279股+5.29%加仓
IiShares安硕·COREIJR
1.28%1.27%$292.0万4.2万股$277.3万4.1万股+958股+2.36%加仓
IiShares安硕信托USMV
1.27%1.26%$288.9万4.5万股$275.1万4.5万股-49股-0.11%减仓
I景顺QQQ信托VOO
1.26%1.1%$286.1万1.0万股$241.9万9,771股+527股+5.39%加仓
V先锋领航指数基金VTV
1.23%1.22%$278.8万2.7万股$267.9万2.7万股-228股-0.85%减仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
1.19%2%$270.3万2.4万股$437.7万2.6万股-2,071股-8.03%减仓
IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA
1.16%0.98%$263.1万9.6万股$214.4万7.8万股+1.8万股+22.91%加仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
1.15%0.87%$260.5万8.8万股$190.0万6.6万股+2.1万股+32.31%加仓
IiShares安硕信托IEFA
1.14%1.11%$258.8万4.3万股$243.5万4.3万股+333股+0.78%加仓
IiShares安硕信托IXN
1.14%1.04%$258.5万9,803股$228.4万9,695股+108股+1.11%加仓
宝洁PG
1.07%0.93%$243.1万1.7万股$204.1万1.7万股+424股+2.48%加仓
IiShares安硕信托VLUE
1.05%1.05%$238.0万3.2万股$229.4万3.2万股+520股+1.64%加仓
IiShares安硕信托IEI
1.02%1.05%$231.3万1.7万股$229.5万1.7万股+145股+0.84%加仓
IiShares安硕·7-10YRIEF
0.97%1.02%$220.6万1.8万股$223.2万1.8万股-210股-1.15%减仓
V先锋领航·MIDVO
0.96%0.9%$218.9万1.2万股$197.5万1.2万股+370股+3.07%加仓
FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR
0.96%0.98%$218.3万7.9万股$214.9万7.8万股+882股+1.13%加仓
I景顺交易所交易基金信托RSP
0.9%1.13%$203.8万1.9万股$247.0万2.4万股-5,421股-22.33%减仓
IiShares安硕信托SHYG
0.85%0.83%$192.7万4.4万股$181.8万4.2万股+1,469股+3.47%加仓
IiShares安硕·U.S. MEDICAL DEVICES ETFIHI
0.83%0.75%$189.4万6,320股$164.3万6,206股+114股+1.84%加仓
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
0.71%0.73%$161.6万3.2万股$160.5万3.2万股+144股+0.45%加仓
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
0.68%0.76%$155.6万1.5万股$166.0万1.6万股-1,494股-9.10%减仓
V先锋领航·TOTALBND
0.65%0.67%$147.6万1.7万股$146.8万1.7万股+121股+0.73%加仓
IiShares安硕信托TLT
0.65%0.66%$147.5万9,036股$143.6万8,762股+274股+3.13%加仓
SSPDR道富系列信托SPTM
0.61%0.6%$137.8万3.4万股$131.2万3.5万股-1,018股-2.93%减仓
V先锋领航·FSTEVWO
0.58%0.56%$131.2万3.0万股$123.0万3.1万股-718股-2.31%减仓
IiShares安硕信托HYG
0.57%0.67%$130.1万1.6万股$145.9万1.8万股-2,363股-13.22%减仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.55%0.57%$125.1万1.3万股$125.0万1.3万股-234股-1.82%减仓
IISHARES US FINANCIAL SERVICES ETFIYG
0.54%0.54%$122.6万1.0万股$117.4万9,834股+217股+2.21%加仓
IiShares安硕·COREIJH
0.5%0.5%$114.8万6,193股$109.8万6,172股+21股+0.34%加仓
VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT
0.5%0.45%$113.8万1.1万股$99.2万9,334股+1,318股+14.12%加仓

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