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

NewFocus Financial Group, LLC

No.11033 数据截至 2020Q4
最新持仓市值 (Q4 2020)
$3.40亿
环比变动 Q3 2020
+$3,970.8万+13.2%
持仓股票数
118
新买入
5
加仓
52
减仓
44
清仓
0
持股不变
17
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
苹果AAPL
10.73%10.32%$3,645.9万27.5万股$3,096.9万26.7万股+7,358股+2.75%加仓
V先锋领航·SPECIALIZED FUNDSVIG
6.49%6.79%$2,204.0万15.6万股$2,038.2万15.8万股-2,288股-1.44%减仓
IiShares安硕信托CMF
5.13%6.39%$1,742.8万27.7万股$1,916.4万30.7万股-3.0万股-9.69%减仓
微软MSFT
3.59%3.95%$1,220.9万5.5万股$1,185.7万5.6万股-1,479股-2.62%减仓
IiShares安硕信托IVV
3.14%3.5%$1,066.9万2.8万股$1,050.1万3.1万股-2,828股-9.05%减仓
联合健康UNH
3.12%3.18%$1,059.4万3.0万股$955.2万3.1万股-429股-1.40%减仓
CINTAS COMCTAS
2.78%3.03%$945.9万2.7万股$907.7万2.7万股-509股-1.87%减仓
LOWES COS COMLOW
2.56%3.04%$868.5万5.4万股$911.4万5.5万股-845股-1.54%减仓
思科CSCO
2.18%2.16%$741.5万16.6万股$649.1万16.5万股+906股+0.55%加仓
S嘉信策略信托SCHD
2.06%1.72%$700.1万10.9万股$514.6万9.3万股+1.6万股+17.30%加仓
SSPDR行业精选信托XLK
1.9%2.03%$645.7万5.0万股$609.3万5.2万股-2,543股-4.87%减仓
V先锋领航全球基金MGV
1.85%1.79%$628.6万7.2万股$536.6万7.0万股+2,441股+3.49%加仓
IiShares安硕·COREIJR
1.84%1.55%$626.6万6.8万股$464.7万6.6万股+2,018股+3.05%加仓
IiShares安硕信托IEFA
1.7%1.64%$578.4万8.4万股$491.6万8.2万股+2,169股+2.66%加仓
V先锋领航指数基金VB
1.62%1.49%$548.8万2.8万股$447.9万2.9万股-936股-3.21%减仓
雷神技术RTX
1.59%1.46%$540.3万7.6万股$438.7万7.6万股-693股-0.91%减仓
强生JNJ
1.53%1.6%$519.0万3.3万股$480.9万3.2万股+676股+2.09%加仓
S嘉信策略信托SCHF
1.51%1.65%$511.4万14.2万股$495.4万15.8万股-1.6万股-9.98%减仓
贝莱德·INC COMBLK
1.47%1.3%$500.5万6,936股$389.2万6,907股+29股+0.42%加仓
V先锋领航指数基金VOO
1.35%0.92%$458.8万1.3万股$276.3万8,980股+4,369股+48.65%加仓
S嘉信策略信托SCHE
1.33%1.34%$450.6万14.7万股$400.7万15.0万股-2,727股-1.82%减仓
科磊KLAC
1.28%1.08%$434.3万1.7万股$325.4万1.7万股-21股-0.13%减仓
BBECTON DICKINSON & COMBDX
1.27%1.36%$432.2万1.7万股$408.7万1.8万股-289股-1.65%减仓
V先锋领航·HEALTHVHT
1.27%1.31%$429.9万1.9万股$393.0万1.9万股-52股-0.27%减仓
IiShares安硕信托GVI
1.26%1.4%$427.7万3.6万股$421.5万3.6万股+130股+0.36%加仓
V先锋领航指数基金VUG
1.26%1.08%$426.7万1.7万股$325.1万1.4万股+2,559股+17.92%加仓
多佛DOV
1.04%1.1%$352.4万2.8万股$331.1万3.1万股-2,646股-8.66%减仓
麦当劳MCD
1.02%1.26%$346.6万1.6万股$379.4万1.7万股-1,131股-6.54%减仓
SSPDR道富指数基金SPEM
0.99%0.96%$336.2万8.0万股$287.8万7.9万股+1,013股+1.29%加仓
Q高通QCOM
0.97%0.82%$330.7万2.2万股$246.2万2.1万股+792股+3.79%加仓
摩根大通JPM
0.97%0.81%$329.6万2.6万股$244.1万2.5万股+588股+2.32%加仓
IiShares安硕信托IJK
0.89%0.83%$301.1万4.2万股$250.5万1.0万股+3.1万股+298.09%加仓
百时美施贵宝BMY
0.87%0.89%$294.6万4.7万股$266.4万4.4万股+3,314股+7.50%加仓
SEMPRA COMSRE
0.86%0.82%$291.7万2.3万股$245.3万2.1万股+2,168股+10.46%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.85%0.68%$287.6万3.3万股$205.3万2.4万股+9,552股+40.24%加仓
IiShares安硕信托VLUE
0.85%0.82%$287.2万3.3万股$247.5万3.4万股-501股-1.49%减仓
通用动力GD
0.83%0.85%$283.0万1.9万股$254.9万1.8万股+597股+3.24%加仓
WP CAREYWPC
0.83%0.86%$281.2万4.0万股$256.7万3.9万股+448股+1.14%加仓
固安捷GWW
0.81%0.89%$274.9万6,732股$267.5万7,499股-767股-10.23%减仓
IiShares安硕信托IUSV
0.79%0.92%$267.4万4.3万股$277.5万5.1万股-8,111股-15.87%减仓
百事可乐PEP
0.72%0.77%$245.7万1.7万股$231.1万1.7万股-110股-0.66%减仓
SSPDR标普500 ETFSPY
0.7%0.71%$237.4万6,350股$212.7万6,350股00.00%持仓不变
奎斯特诊断DGX
0.66%0.66%$223.2万1.9万股$198.8万1.7万股+1,369股+7.88%加仓
VisaV
0.65%0.63%$219.8万1.0万股$187.9万9,397股+654股+6.96%加仓
艾伯维ABBV
0.64%0.55%$218.7万2.0万股$166.5万1.9万股+1,402股+7.38%加仓
GENERAL MILLS COMGIS
0.63%0.74%$215.3万3.7万股$220.8万3.6万股+819股+2.29%加仓
MCKESSON COMMCK
0.63%0.52%$215.1万1.2万股$154.9万1.0万股+1,964股+18.88%加仓
IiShares安硕信托EEM
0.62%0.62%$210.7万4.1万股$186.1万4.2万股-1,433股-3.39%减仓
博通AVGO
0.61%0.5%$208.8万4,769股$150.6万4,135股+634股+15.33%加仓
TJXTJX
0.6%0.56%$205.5万3.0万股$168.9万3.0万股-268股-0.88%减仓

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