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SVA Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

SVA Wealth Management, LLC

No.10998 数据截至 2021Q1
最新持仓市值 (Q1 2021)
$11.47亿
环比变动 Q4 2020
$0+0.0%
持仓股票数
229
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
229
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 2021 市值Q1 2021 股数上季度市值上季度股数股数变动操作
S嘉信策略信托SCHM
10.12%10.12%$1.16亿170.3万股$1.16亿170.3万股00.00%持仓不变
V先锋领航STAR基金VXUS
10.11%10.11%$1.16亿192.8万股$1.16亿192.8万股00.00%持仓不变
S嘉信·USSCHX
9.92%9.92%$1.14亿125.1万股$1.14亿125.1万股00.00%持仓不变
J摩根大通交易所交易基金JPUS
5.45%5.45%$6,256.7万74.8万股$6,256.7万74.8万股00.00%持仓不变
IiShares安硕·COREIJR
4.63%4.63%$5,310.0万57.8万股$5,310.0万57.8万股00.00%持仓不变
苹果AAPL
3.86%3.86%$4,426.7万33.4万股$4,426.7万33.4万股00.00%持仓不变
微软MSFT
2.55%2.55%$2,922.0万13.1万股$2,922.0万13.1万股00.00%持仓不变
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
1.83%1.83%$2,099.6万37.5万股$2,099.6万37.5万股00.00%持仓不变
VisaV
1.4%1.4%$1,605.8万7.3万股$1,605.8万7.3万股00.00%持仓不变
V先锋领航指数基金VUG
1.26%1.26%$1,448.0万5.7万股$1,448.0万5.7万股00.00%持仓不变
强生JNJ
1.19%1.19%$1,370.4万8.7万股$1,370.4万8.7万股00.00%持仓不变
V先锋领航指数基金VOT
1.15%1.15%$1,315.3万6.2万股$1,315.3万6.2万股00.00%持仓不变
摩根大通JPM
1.1%1.1%$1,263.1万9.9万股$1,263.1万9.9万股00.00%持仓不变
谷歌AGOOGL
1.04%1.04%$1,197.4万6,832股$1,197.4万6,832股00.00%持仓不变
亚马逊AMZN
1.01%1.01%$1,163.4万3,572股$1,163.4万3,572股00.00%持仓不变
S嘉信·USSCHA
1.01%1.01%$1,162.1万13.1万股$1,162.1万13.1万股00.00%持仓不变
IiShares安硕信托IXUS
0.97%0.97%$1,110.0万16.5万股$1,110.0万16.5万股00.00%持仓不变
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.96%0.96%$1,106.8万9.3万股$1,106.8万9.3万股00.00%持仓不变
V先锋领航·MIDVO
0.95%0.95%$1,090.1万5.3万股$1,090.1万5.3万股00.00%持仓不变
百事可乐PEP
0.95%0.95%$1,086.4万7.3万股$1,086.4万7.3万股00.00%持仓不变
迪士尼DIS
0.89%0.89%$1,019.6万5.6万股$1,019.6万5.6万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.79%0.79%$911.5万3.9万股$911.5万3.9万股00.00%持仓不变
宝洁PG
0.79%0.79%$908.9万6.5万股$908.9万6.5万股00.00%持仓不变
V先锋领航指数基金VTV
0.78%0.78%$892.0万7.5万股$892.0万7.5万股00.00%持仓不变
霍尼韦尔HON
0.76%0.76%$873.5万4.1万股$873.5万4.1万股00.00%持仓不变
V先锋领航指数基金VV
0.73%0.73%$832.5万4.7万股$832.5万4.7万股00.00%持仓不变
V先锋领航指数基金VBK
0.7%0.7%$806.9万3.0万股$806.9万3.0万股00.00%持仓不变
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
0.65%0.65%$746.7万21.4万股$746.7万21.4万股00.00%持仓不变
思科CSCO
0.65%0.65%$741.9万16.6万股$741.9万16.6万股00.00%持仓不变
DANAHER DEL COMDHR
0.63%0.63%$726.9万3.3万股$726.9万3.3万股00.00%持仓不变
史赛克SYK
0.63%0.63%$721.0万2.9万股$721.0万2.9万股00.00%持仓不变
S嘉信策略信托SCHD
0.61%0.61%$698.7万10.9万股$698.7万10.9万股00.00%持仓不变
MICROCHIP TECHNOLOGYMCHP
0.6%0.6%$691.1万5.0万股$691.1万5.0万股00.00%持仓不变
默沙东MRK
0.59%0.59%$677.3万8.3万股$677.3万8.3万股00.00%持仓不变
直觉外科ISRG
0.58%0.58%$661.6万8,087股$661.6万8,087股00.00%持仓不变
沃尔玛WMT
0.57%0.57%$657.0万4.6万股$657.0万4.6万股00.00%持仓不变
S嘉信策略信托SCHF
0.55%0.55%$633.1万17.6万股$633.1万17.6万股00.00%持仓不变
SSSGA ACTIVE ETF TRWIP
0.54%0.54%$621.3万12.6万股$621.3万12.6万股00.00%持仓不变
艺康ECL
0.54%0.54%$614.1万2.8万股$614.1万2.8万股00.00%持仓不变
IiShares安硕·COREIJH
0.54%0.54%$614.1万2.7万股$614.1万2.7万股00.00%持仓不变
埃森哲ACN
0.5%0.5%$577.2万2.2万股$577.2万2.2万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.5%0.5%$576.1万1.5万股$576.1万1.5万股00.00%持仓不变
联合包裹UPSUPS
0.49%0.49%$562.5万3.3万股$562.5万3.3万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.48%0.48%$556.4万3,176股$556.4万3,176股00.00%持仓不变
AMGEN COMAMGN
0.48%0.48%$554.8万2.4万股$554.8万2.4万股00.00%持仓不变
FFiservFISV
0.48%0.48%$553.7万4.9万股$553.7万4.9万股00.00%持仓不变
V先锋领航国际股票指数基金VEU
0.48%0.48%$550.2万9.4万股$550.2万9.4万股00.00%持仓不变
PPimco Active Bond ETFBOND
0.46%0.46%$532.0万4.7万股$532.0万4.7万股00.00%持仓不变
Meta平台META
0.45%0.45%$512.7万1.9万股$512.7万1.9万股00.00%持仓不变
洛克希德马丁LMT
0.42%0.42%$487.3万1.4万股$487.3万1.4万股00.00%持仓不变

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