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

Peninsula Wealth, LLC

No.3849 数据截至 2024Q4
最新持仓市值 (Q4 2024)
$5.87亿
环比变动 Q3 2024
+$1,418.5万+2.5%
持仓股票数
105
新买入
13
加仓
51
减仓
30
清仓
6
持股不变
11
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 2024 市值Q4 2024 股数上季度市值上季度股数股数变动操作
SNOWFLAKE COM SHSSNOW
12.31%9.72%$7,221.4万46.8万股$5,565.9万46.8万股-443股-0.09%减仓
IiShares安硕信托IVW
11.23%10.57%$6,590.6万64.9万股$6,051.0万62.5万股+2.4万股+3.91%加仓
甲骨文ORCL
10.9%12.53%$6,395.7万38.4万股$7,171.7万41.0万股-2.7万股-6.47%减仓
V先锋领航指数基金VUG
9.64%9.42%$5,653.6万13.8万股$5,392.1万13.9万股-790股-0.57%减仓
IiShares安硕·S&PIVE
9.11%9.8%$5,343.0万28.0万股$5,610.9万27.9万股+445股+0.16%加仓
V先锋领航指数基金VTV
6.67%7.21%$3,913.4万23.1万股$4,127.6万23.2万股-1,063股-0.46%减仓
英伟达NVDA
3.91%4.08%$2,295.5万17.1万股$2,333.3万17.2万股-984股-0.57%减仓
V先锋领航指数基金VOO
2.83%2.77%$1,663.2万3.3万股$1,586.5万3.2万股+215股+0.67%加仓
IiShares安硕信托IVLU
2.31%1.49%$1,357.4万50.1万股$850.9万29.5万股+20.6万股+69.71%加仓
苹果AAPL
2.26%2.11%$1,323.0万5.3万股$1,205.5万5.2万股+817股+1.57%加仓
JJPMORGAN INTERNATIONAL GROWTH ETFJIG
2.08%1.59%$1,221.1万19.6万股$912.8万13.8万股+5.8万股+41.88%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
1.8%2.68%$1,057.1万19.1万股$1,533.5万25.3万股-6.2万股-24.50%减仓
IiShares安硕信托IEFA
1.57%1.77%$923.8万13.1万股$1,013.1万13.3万股-1,998股-1.50%减仓
V先锋领航指数基金VB
1.52%1.59%$893.8万3.7万股$912.2万3.8万股-436股-1.16%减仓
V先锋领航·FTSEVEA
1.27%1.46%$742.8万15.5万股$834.4万16.2万股-6,508股-4.02%减仓
IiShares安硕信托IUSB
1.23%1.28%$719.0万15.9万股$735.1万15.8万股+1,112股+0.70%加仓
IiShares安硕·S&PIUSG
1.22%1.12%$713.6万5.1万股$642.4万4.8万股+3,088股+6.42%加仓
IiShares安硕·COREIJH
1.15%2.17%$673.4万10.8万股$1,243.4万19.5万股-8.7万股-44.54%减仓
IiShares安硕信托EFV
1.11%1.13%$648.5万12.4万股$646.0万11.5万股+9,007股+7.86%加仓
IiShares安硕IEMG
1.08%0.69%$631.9万12.1万股$397.5万7.0万股+5.1万股+73.52%加仓
微软MSFT
0.79%0.77%$461.7万1.1万股$442.7万1.1万股+315股+2.96%加仓
V先锋领航·FSTEVWO
0.72%0.82%$424.2万9.6万股$467.8万9.9万股-2,369股-2.40%减仓
GGILEAD SCIENCES COMGILD
0.66%0.65%$386.0万4.2万股$370.2万4.3万股-894股-2.09%减仓
V先锋领航·MIDVO
0.61%0.64%$358.1万1.4万股$364.1万1.3万股+58股+0.43%加仓
IiShares安硕信托IVV
0.52%0.57%$302.9万5,145股$324.1万5,539股-394股-7.11%减仓
DDimensional维度ETF信托DFLV
0.49%0.52%$285.7万9.5万股$298.3万9.5万股+372股+0.39%加仓
特斯拉TSLA
0.46%0.25%$269.7万6,679股$141.8万6,406股+273股+4.26%加仓
VisaV
0.39%0.36%$228.8万7,239股$205.7万7,156股+83股+1.16%加仓
iShares安硕·MBSACGL
0.39%0.49%$227.7万2.5万股$280.7万3.0万股-4,860股-16.37%减仓
亚马逊AMZN
0.37%0.31%$218.9万9,979股$176.0万9,418股+561股+5.96%加仓
新思科技SNPS
0.35%0.37%$205.0万4,224股$210.8万4,204股+20股+0.48%加仓
IiShares安硕信托CMF
0.34%0.35%$201.4万3.5万股$197.8万3.4万股+926股+2.71%加仓
DDimensional维度·USDFUV
0.34%0.36%$197.8万4.8万股$205.6万4.8万股+117股+0.24%加仓
IiShares安硕信托IWY
0.31%0.31%$180.0万7,650股$177.1万7,971股-321股-4.03%减仓
Meta平台META
0.28%0.27%$163.3万2,790股$155.4万2,694股+96股+3.56%加仓
AAlphabet Inc Class CGOOG
0.27%0.24%$159.9万8,396股$135.5万8,126股+270股+3.32%加仓
DDimensional维度ETF信托DFIC
0.27%0.29%$156.3万6.0万股$165.2万6.0万股+424股+0.71%加仓
博通AVGO
0.27%0.2%$155.6万6,711股$114.3万6,465股+246股+3.81%加仓
IiShares安硕·COREIJR
0.25%0.27%$148.6万1.3万股$157.1万1.3万股-337股-2.55%减仓
伯克希尔哈撒韦BRK.B
0.25%0.25%$145.8万3,216股$143.7万3,086股+130股+4.21%加仓
SSPDR道富指数基金SPEM
0.23%0.18%$136.9万3.6万股$101.9万2.5万股+1.1万股+43.29%加仓
G通用动力VTI
0.22%0.23%$131.4万4,534股$130.0万4,515股+19股+0.42%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
0.22%$130.2万2.8万股$00股+2.8万股新买入
V先锋领航·SPECIALIZED FUNDSVIG
0.22%0.23%$128.9万6,582股$132.1万6,567股+15股+0.23%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
0.21%0.22%$125.5万3.7万股$127.0万3.7万股+615股+1.68%加仓
谷歌AGOOGL
0.21%0.18%$124.9万6,599股$104.1万6,304股+295股+4.68%加仓
AATLASSIAN CL ATEAM
0.21%0.2%$124.5万5,117股$113.9万6,017股-900股-14.96%减仓
IiShares安硕信托IUSV
0.2%0.18%$115.5万1.2万股$101.6万1.0万股+2,033股+19.47%加仓
DDBX ETF信托DBEF
0.2%0.18%$114.9万2.8万股$103.2万2.4万股+3,297股+13.48%加仓
财捷INTU
0.19%0.19%$112.3万1,786股$108.7万1,783股+3股+0.17%加仓

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