13FBOX
EisnerAmper Wealth Management Corporate Benefits, LLC · 13F 持仓分析
期权收益计算器 机构排行

EisnerAmper Wealth Management Corporate Benefits, LLC

No.11099 数据截至 2020Q1
最新持仓市值 (Q1 2020)
$1.47亿
环比变动 Q4 2019
+$172.9万+1.2%
持仓股票数
35
新买入
6
加仓
9
减仓
15
清仓
5
持股不变
5
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 2020 市值Q1 2020 股数上季度市值上季度股数股数变动操作
V先锋领航白厅基金VYM
23.69%6.98%$3,491.1万49.3万股$1,016.8万10.9万股+38.5万股+354.76%加仓
IiShares安硕信托IVW
12.65%15.25%$1,863.8万11.3万股$2,221.0万11.5万股-1,776股-1.55%减仓
V先锋领航·SPECIALIZED FUNDSVIG
9.66%0.22%$1,423.6万13.8万股$31.4万2,520股+13.5万股+5,364.01%加仓
WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS
5.25%8.39%$773.3万23.4万股$1,221.6万25.5万股-2.1万股-8.35%减仓
SSPDR道富系列信托SDY
5.03%8.69%$741.7万9.3万股$1,265.6万11.8万股-2.5万股-21.07%减仓
WWisdomTree信托DGRW
4.99%6.36%$735.0万18.9万股$926.0万19.1万股-2,139股-1.12%减仓
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
4.86%7.6%$716.1万39.7万股$1,106.2万38.6万股+1.2万股+3.03%加仓
V先锋领航·FTSEVEA
4.66%10.1%$686.2万20.6万股$1,470.4万33.4万股-12.8万股-38.32%减仓
V先锋领航债券指数基金BSV
3.37%3.28%$496.5万6.0万股$477.4万5.9万股+1,187股+2.00%加仓
SSPDR Barclays High-Yield
3.16%4.23%$465.2万4.9万股$616.0万5.6万股-7,138股-12.69%减仓
IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY
2.3%3.2%$338.3万14.1万股$465.7万15.7万股-1.6万股-10.13%减仓
IiShares安硕信托SHV
1.85%$272.1万2.5万股$00股+2.5万股新买入
MMarket Vectors Short Term Muni
1.81%3.68%$266.6万15.3万股$535.3万30.1万股-14.7万股-49.01%减仓
JJ P MORGAN EXCHANGE-TRADED F
1.79%2.98%$264.3万13.9万股$434.5万18.4万股-4.4万股-24.19%减仓
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
1.79%2.84%$263.9万10.9万股$413.6万10.9万股+516股+0.47%加仓
V先锋领航指数基金VBK
1.63%2.11%$240.6万1.6万股$306.9万1.5万股+565股+3.66%加仓
IiShares安硕·RUSSELLIWF
1.4%1.65%$206.3万1.4万股$240.9万1.4万股00.00%持仓不变
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.39%1.73%$204.9万1.7万股$251.7万1.6万股+357股+2.16%加仓
IiShares安硕信托GJS
1.34%$197.1万7.0万股$00股+7.0万股新买入
S道富SLYG
1.15%1.77%$169.7万3.7万股$257.6万4.0万股-3,187股-7.98%减仓
PPIMCO太平洋投资管理ETFMINT
0.95%0.79%$140.2万1.4万股$114.4万1.1万股+2,903股+25.77%加仓
GGuggenheim S&P Midcap 400 Pure Growth
0.87%$128.0万1.1万股$00股+1.1万股新买入
IINVESCO LG VALUEPWVUSD
0.77%1.07%$114.0万3.8万股$156.4万3.8万股00.00%持仓不变
IiShares安硕信托IVV
0.76%1.12%$112.1万4,339股$162.7万5,033股-694股-13.79%减仓
G高盛ETF信托GBIL
0.56%0.55%$82.0万8,138股$79.5万7,939股+199股+2.51%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.44%0.59%$65.1万1.2万股$85.2万1.2万股-103股-0.84%减仓
IISHARES TR MRNING SM CP ETFISCV
0.36%1.66%$52.5万6,156股$241.8万1.7万股-1.1万股-63.43%减仓
IiShares安硕信托TIP
0.27%1.02%$39.9万3,386股$148.8万1.3万股-9,378股-73.47%减仓
IiShares安硕信托SHYG
0.22%0.26%$32.9万8,057股$37.4万8,057股00.00%持仓不变
IiShares黄金信托IAUUSD
0.2%$28.8万1.9万股$00股+1.9万股新买入
IiShares安硕信托HYG
0.19%0.22%$28.0万3,627股$31.9万3,627股00.00%持仓不变
IiShares安硕信托IWS
0.17%0.25%$25.0万3,900股$37.0万3,900股00.00%持仓不变
V先锋领航斯科茨代尔基金VCIT
0.16%$23.2万2,662股$00股+2,662股新买入
I景顺QQQ信托QQQ
0.16%$23.2万1,221股$00股+1,221股新买入
IiShares安硕信托EEM
0.15%0.21%$22.5万6,594股$30.7万6,832股-238股-3.48%减仓

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