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

Confluence Wealth Management LLC

No.11061 数据截至 2020Q4
最新持仓市值 (Q4 2020)
$2.00亿
环比变动 Q3 2020
+$190.9万+1.0%
持仓股票数
114
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
114
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IVV
8.25%8.33%$1,647.8万5.5万股$1,647.8万5.5万股00.00%持仓不变
V先锋领航·TOTALBNDX
6.9%6.97%$1,378.6万23.4万股$1,378.6万23.4万股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
6.07%6.13%$1,213.0万18.6万股$1,213.0万18.6万股00.00%持仓不变
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
5.93%5.98%$1,184.1万3.4万股$1,184.1万3.4万股00.00%持仓不变
FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF
5.15%5.2%$1,029.7万22.7万股$1,029.7万22.7万股00.00%持仓不变
SSPDR标普500 ETFSPY
4.16%4.2%$832.1万2.8万股$832.1万2.8万股00.00%持仓不变
IiShares安硕·RUSSELL MIDCAP ETFIWR
3.84%3.87%$766.8万13.7万股$766.8万13.7万股00.00%持仓不变
IiShares安硕信托EEM
3.19%3.22%$636.7万15.6万股$636.7万15.6万股00.00%持仓不变
S嘉信·USSCHA
3.13%3.16%$624.5万9.0万股$624.5万9.0万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
2.63%2.66%$526.1万3.5万股$526.1万3.5万股00.00%持仓不变
IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI
2.16%2.18%$431.8万3.8万股$431.8万3.8万股00.00%持仓不变
S嘉信策略信托SCHE
1.93%1.95%$385.3万15.3万股$385.3万15.3万股00.00%持仓不变
IiShares安硕·RUSSELLIWF
1.4%1.42%$280.5万1.8万股$280.5万1.8万股00.00%持仓不变
苹果AAPL
1.27%1.12%$253.1万1.9万股$220.7万1.9万股00.00%持仓不变
美国合众银行USB
1.25%0.82%$249.9万4.5万股$162.6万4.5万股00.00%持仓不变
微软MSFT
1.24%1.25%$247.0万1.8万股$247.0万1.8万股00.00%持仓不变
IiShares安硕·RUSSELLIWB
1.24%1.25%$246.8万1.5万股$246.8万1.5万股00.00%持仓不变
G通用动力VTI
1.09%1.1%$218.1万1.4万股$218.1万1.4万股00.00%持仓不变
V先锋领航·FSTEVWO
0.93%0.94%$185.9万4.6万股$185.9万4.6万股00.00%持仓不变
星巴克SBUX
0.92%0.93%$184.6万2.1万股$184.6万2.1万股00.00%持仓不变
直觉外科ISRG
0.92%0.93%$183.5万3,399股$183.5万3,399股00.00%持仓不变
家得宝HD
0.9%0.91%$179.9万7,755股$179.9万7,755股00.00%持仓不变
耐克NKE
0.87%0.88%$174.7万1.9万股$174.7万1.9万股00.00%持仓不变
摩根大通JPM
0.87%0.88%$173.4万1.5万股$173.4万1.5万股00.00%持仓不变
INTERCONTINENTAL EXCHANGE COMICE
0.86%0.87%$172.1万1.9万股$172.1万1.9万股00.00%持仓不变
T赛默飞世尔TMO
0.86%0.86%$170.9万5,866股$170.9万5,866股00.00%持仓不变
谷歌AGOOGL
0.85%0.86%$170.8万1,399股$170.8万1,399股00.00%持仓不变
好市多COST
0.84%0.84%$166.9万5,794股$166.9万5,794股00.00%持仓不变
NETFLIXNFLX
0.83%0.41%$166.0万3,068股$82.1万3,068股00.00%持仓不变
亚马逊AMZN
0.83%0.83%$165.1万951股$165.1万951股00.00%持仓不变
Meta平台META
0.82%0.83%$163.4万9,176股$163.4万9,176股00.00%持仓不变
IiShares安硕信托GVI
0.75%0.76%$150.5万1.4万股$150.5万1.4万股00.00%持仓不变
IiShares安硕信托GVI
0.73%0.74%$146.8万1.3万股$146.8万1.3万股00.00%持仓不变
泛林集团LRCX
0.71%0.35%$142.1万3,010股$69.6万3,010股00.00%持仓不变
FFiservFISV
0.7%0.7%$139.3万1.3万股$139.3万1.3万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.66%0.67%$132.1万6,350股$132.1万6,350股00.00%持仓不变
NORTHROP GRUMMAN COMNOC
0.65%0.66%$129.8万3,464股$129.8万3,464股00.00%持仓不变
IiShares安硕信托IWD
0.62%0.63%$123.9万9,657股$123.9万9,657股00.00%持仓不变
波音BA
0.61%0.47%$121.0万5,652股$93.3万5,652股00.00%持仓不变
英特尔INTC
0.6%0.6%$119.3万2.3万股$119.3万2.3万股00.00%持仓不变
IiShares安硕信托AGG
0.59%0.6%$118.3万1.0万股$118.3万1.0万股00.00%持仓不变
VisaV
0.58%0.59%$116.7万6,783股$116.7万6,783股00.00%持仓不变
SYSCO COMSYY
0.56%0.56%$111.0万1.4万股$111.0万1.4万股00.00%持仓不变
IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA
0.55%0.56%$110.7万3.7万股$110.7万3.7万股00.00%持仓不变
Extra SpaceEXR
0.53%0.54%$106.3万9,102股$106.3万9,102股00.00%持仓不变
V先锋领航债券指数基金BSV
0.53%0.54%$106.1万1.3万股$106.1万1.3万股00.00%持仓不变
VALERO ENERGY COMVLO
0.53%0.27%$105.1万1.2万股$53.0万1.2万股00.00%持仓不变
AMERICAN TOWER COMAMT
0.51%0.52%$102.5万4,637股$102.5万4,637股00.00%持仓不变
Roper科技ROP
0.51%0.51%$101.6万2,850股$101.6万2,850股00.00%持仓不变
ADOBE COMADBE
0.5%0.51%$100.4万3,635股$100.4万3,635股00.00%持仓不变

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