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V Wealth Advisors LLC · 13F 持仓分析
期权收益计算器 机构排行

V Wealth Advisors LLC

No.11179 数据截至 2023Q4
最新持仓市值 (Q4 2023)
$1.06亿
环比变动 Q3 2023
-$1,857.1万-14.9%
持仓股票数
107
新买入
0
加仓
0
减仓
30
清仓
0
持股不变
77
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 2023 市值Q4 2023 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
19.64%17.68%$2,086.7万4.9万股$2,206.3万5.2万股-2,800股-5.42%减仓
苹果AAPL
8.86%7.93%$940.9万5.5万股$990.4万5.8万股-2,890股-5.00%减仓
微软MSFT
5.58%4.76%$592.4万1.9万股$593.6万1.9万股-38股-0.20%减仓
英伟达NVDA
5.25%4.47%$557.6万1.3万股$557.6万1.3万股00.00%持仓不变
I景顺QQQ信托VOO
4.08%3.49%$434.0万1.2万股$435.3万1.2万股-37股-0.30%减仓
IiShares安硕信托AGG
2.89%2.46%$307.1万3.3万股$307.1万3.3万股00.00%持仓不变
沃尔玛WMT
2.85%2.42%$302.5万1.9万股$302.5万1.9万股00.00%持仓不变
VisaV
2.53%2.16%$269.1万1.2万股$269.1万1.2万股00.00%持仓不变
甲骨文ORCL
1.85%1.58%$196.7万1.9万股$196.7万1.9万股00.00%持仓不变
V先锋领航指数基金VOO
1.68%1.5%$178.0万4,534股$186.9万4,760股-226股-4.75%减仓
万事达MA
1.59%1.35%$168.5万4,257股$168.5万4,257股00.00%持仓不变
宝洁PG
1.58%1.34%$167.4万1.1万股$167.4万1.1万股00.00%持仓不变
家得宝HD
1.54%1.31%$163.7万5,418股$163.7万5,418股00.00%持仓不变
露露乐蒙LULU
1.45%1.23%$153.7万3,986股$153.7万3,986股00.00%持仓不变
谷歌AGOOGL
1.34%1.14%$142.4万1.1万股$142.4万1.1万股00.00%持仓不变
CADENCE DESIGN SYSTEM COMAYI
1.33%1.13%$141.3万6,031股$141.3万6,031股00.00%持仓不变
赛富时CRM
1.26%1.07%$133.4万6,580股$133.4万6,580股00.00%持仓不变
NETFLIXNFLX
1.13%0.97%$120.5万3,191股$120.5万3,191股00.00%持仓不变
百事可乐PEP
1.06%0.9%$112.3万6,627股$112.3万6,627股00.00%持仓不变
TTIDAL ETF TR
1.04%0.88%$110.2万7.2万股$110.2万7.2万股00.00%持仓不变
PPG工业PPG
0.82%0.7%$87.5万6,742股$87.6万6,746股-4股-0.06%减仓
埃克森美孚XOM
0.82%0.79%$87.5万7,441股$98.4万8,371股-930股-11.11%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.8%0.68%$85.3万2,547股$85.3万2,547股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.78%0.66%$82.7万6,271股$82.7万6,271股00.00%持仓不变
卡特彼勒CAT
0.77%0.66%$82.0万3,005股$82.0万3,005股00.00%持仓不变
AMD超威AMD
0.76%0.64%$80.3万7,807股$80.3万7,807股00.00%持仓不变
迪尔DE
0.74%0.63%$78.8万2,087股$78.8万2,087股00.00%持仓不变
ZOETIS CL AZTS
0.73%0.62%$77.8万4,474股$77.8万4,474股00.00%持仓不变
IiShares安硕·RUSSELLIWM
0.68%0.58%$71.9万4,066股$71.9万4,066股00.00%持仓不变
Q高通QCOM
0.67%0.57%$71.2万6,408股$71.2万6,408股00.00%持仓不变
礼来LLY
0.62%0.52%$65.4万1,217股$65.4万1,217股00.00%持仓不变
SNOWFLAKE COM SHSSNOW
0.6%0.51%$64.0万4,192股$64.0万4,192股00.00%持仓不变
AXON ENTERPRISEAXON
0.59%0.5%$62.7万3,150股$62.7万3,150股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.59%0.5%$62.3万9,034股$62.3万9,034股00.00%持仓不变
WWISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUNDIQDG
0.58%0.49%$61.5万1.9万股$61.5万1.9万股00.00%持仓不变
CloudflareNET
0.58%0.49%$61.1万9,700股$61.1万9,700股00.00%持仓不变
OLD DOMINION FREIGHT LINE INODFL
0.57%0.48%$60.4万1,476股$60.4万1,476股00.00%持仓不变
V先锋领航白厅基金VYM
0.55%0.47%$58.9万5,705股$58.9万5,705股00.00%持仓不变
S嘉信策略信托SCHR
0.55%0.47%$58.9万1.2万股$58.9万1.2万股00.00%持仓不变
思科CSCO
0.55%0.47%$58.8万1.1万股$59.0万1.1万股-48股-0.44%减仓
N新纪元能源NEE
0.5%0.43%$53.2万9,278股$53.2万9,278股00.00%持仓不变
伯克希尔哈撒韦BRK.A
0.5%0.43%$53.1万1股$53.1万1股00.00%持仓不变
康菲石油COP
0.5%0.42%$52.7万4,400股$52.7万4,400股00.00%持仓不变
麦当劳MCD
0.49%0.42%$52.1万1,978股$52.2万1,980股-2股-0.10%减仓
阿里巴巴BABA
0.47%0.4%$50.1万5,772股$50.1万5,772股00.00%持仓不变
CrowdStrikeCRWD
0.47%0.4%$49.9万2,981股$49.9万2,981股00.00%持仓不变
IiShares安硕·COREIJR
0.47%0.4%$49.8万5,280股$49.8万5,280股00.00%持仓不变
ALLIANT ENERGY COMLNT
0.46%0.39%$48.5万1.0万股$48.5万1.0万股00.00%持仓不变
Arista网络ANET
0.45%0.38%$47.7万2,592股$47.7万2,592股00.00%持仓不变
ROKU COM CL AROKU
0.44%0.37%$46.8万6,626股$46.8万6,626股00.00%持仓不变

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