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Wela Strategies, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Wela Strategies, Inc.

No.5706 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$3.07亿
环比变动 Q2 2025
+$5,312.6万+20.9%
持仓股票数
55
新买入
6
加仓
20
减仓
23
清仓
4
持股不变
6
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Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
21.87%25.49%$6,720.9万10.0万股$6,478.5万10.4万股-3,923股-3.76%减仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
15.86%2.26%$4,872.8万162.4万股$574.0万19.6万股+142.8万股+728.61%加仓
S道富SPTI
9.63%11.31%$2,959.2万102.4万股$2,874.3万99.9万股+2.5万股+2.49%加仓
IiShares安硕信托LQD
8.27%9.52%$2,540.1万22.8万股$2,419.0万22.1万股+7,184股+3.26%加仓
IiShares安硕信托IEFA
7.56%9.89%$2,324.0万26.6万股$2,512.7万30.1万股-3.5万股-11.56%减仓
V先锋领航·TOTALBND
4.58%5.16%$1,406.0万18.9万股$1,311.9万17.8万股+1.1万股+6.11%加仓
V先锋领航·FSTEVWO
4.13%4.19%$1,269.1万23.4万股$1,065.3万21.5万股+1.9万股+8.76%加仓
V先锋领航指数基金VNQ
3.75%4.17%$1,153.4万12.6万股$1,059.6万11.9万股+7,190股+6.04%加仓
IiShares安硕·COREIJH
2.7%3.12%$829.7万12.7万股$793.4万12.8万股-793股-0.62%减仓
SSPDR行业精选信托XLF
2.15%2.5%$660.9万12.3万股$636.0万12.1万股+1,239股+1.02%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
2.14%2.21%$658.1万4.7万股$560.7万4.2万股+5,693股+13.69%加仓
SSPDR行业精选信托XLU
2.09%2.34%$643.6万7.4万股$594.7万7.3万股+974股+1.34%加仓
S道富XLI
2.07%2.52%$636.3万4.1万股$641.0万4.3万股-2,195股-5.05%减仓
IiShares安硕信托DGRO
1.76%2.06%$541.9万8.0万股$524.2万8.2万股-2,375股-2.90%减仓
IiShares安硕·COREIJR
1.34%1.53%$411.5万3.5万股$388.1万3.6万股-880股-2.48%减仓
V先锋领航债券指数基金BIV
0.9%1.09%$277.4万3.6万股$276.0万3.6万股-164股-0.46%减仓
F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP
0.85%0.98%$260.7万6.8万股$248.1万6.6万股+1,928股+2.91%加仓
V先锋领航债券指数基金BSV
0.74%0.9%$228.9万2.9万股$229.4万2.9万股-142股-0.49%减仓
ESSENTIAL PPTYS RLTY TREPRT
0.74%0.88%$227.8万7.4万股$224.3万7.3万股+1,058股+1.45%加仓
V先锋领航债券指数基金BLV
0.6%0.69%$183.8万2.6万股$176.0万2.5万股+635股+2.51%加仓
IiShares安硕信托IQLT
0.35%0.43%$106.4万2.4万股$109.9万2.5万股-1,372股-5.39%减仓
洛克希德马丁LMT
0.32%0.35%$99.5万1,993股$89.7万1,936股+57股+2.94%加仓
纽蒙特NEM
0.28%0.35%$85.6万1.0万股$87.8万1.5万股-4,909股-32.58%减仓
E爱克斯龙EXC
0.27%0.32%$84.2万1.9万股$80.4万1.9万股00.00%持仓不变
思科CSCO
0.27%0.3%$84.1万1.2万股$75.2万1.1万股+1,451股+13.38%加仓
雪佛龙CVX
0.26%0.29%$80.3万5,168股$73.4万5,129股+39股+0.76%加仓
阿斯麦ASML
0.26%0.26%$80.1万827股$66.0万824股+3股+0.36%加仓
S道富·EET SPDR MSCI ACWI EX-US ETFCWI
0.24%0.31%$75.2万2.2万股$78.3万2.4万股-2,454股-10.23%减仓
强生JNJ
0.24%0.25%$74.3万4,004股$63.5万4,160股-156股-3.75%减仓
Q高通QCOM
0.24%0.27%$74.1万4,455股$68.3万4,292股+163股+3.80%加仓
康明斯CMI
0.23%0.24%$71.4万1,690股$60.0万1,833股-143股-7.80%减仓
艾伯维ABBV
0.22%$68.8万2,970股$00股+2,970股新买入
美国运通AXP
0.22%0.27%$67.7万2,037股$68.6万2,149股-112股-5.21%减仓
霍尼韦尔HON
0.21%0.28%$63.1万2,997股$70.3万3,018股-21股-0.70%减仓
MMARSH & MCLENNAN COS COMMRSH
0.19%0.21%$58.7万2,915股$54.2万2,480股+435股+17.54%加仓
苹果AAPL
0.18%0.19%$55.6万2,184股$47.8万2,331股-147股-6.31%减仓
FLAHERTY & CRUMRINE DYNAMICDFP
0.17%$51.8万2.4万股$00股+2.4万股新买入
NNUVEEN DOW 30 DYNMC OVERWRT
0.16%$50.5万3.4万股$00股+3.4万股新买入
微软MSFT
0.16%0.19%$50.4万973股$48.4万973股00.00%持仓不变
BBNY MELLON HIGH YIELD STRATEBKHY
0.16%$49.6万19.1万股$00股+19.1万股新买入
贝莱德·CR ALLOCATIONBTZ
0.16%0.19%$49.2万4.5万股$47.4万4.3万股+1,118股+2.58%加仓
WESTERN ASSET HIGH INCOME OPHIO
0.16%0.19%$48.8万12.7万股$47.8万12.0万股+6,892股+5.74%加仓
家得宝HD
0.14%0.25%$43.9万1,082股$62.3万1,700股-618股-36.35%减仓
SSPDR行业精选信托XLK
0.14%0.17%$42.0万1,492股$42.2万1,667股-175股-10.50%减仓
CADENCE DESIGN SYSTEM COMAYI
0.13%0.2%$40.9万1,188股$50.7万1,700股-512股-30.12%减仓
可口可乐KO
0.1%0.13%$32.1万4,841股$34.3万4,841股00.00%持仓不变
AAT&TT
0.1%0.13%$31.2万1.1万股$32.0万1.1万股-12股-0.11%减仓
谷歌AGOOGL
0.1%0.09%$30.1万1,239股$21.8万1,239股00.00%持仓不变
KROGER COMKR
0.09%0.12%$29.0万4,300股$30.8万4,300股00.00%持仓不变
V先锋领航指数基金VXF
0.09%0.12%$28.5万1,363股$30.3万1,572股-209股-13.30%减仓

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