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

Sugarloaf Wealth Management, LLC

No.3863 数据截至 2024Q4
最新持仓市值 (Q4 2024)
$5.83亿
环比变动 Q3 2024
-$1,073.6万-1.8%
持仓股票数
686
新买入
49
加仓
192
减仓
119
清仓
36
持股不变
326
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
AAPTUS DEFINED RISK ETFDRSK
11.21%11.16%$6,529.0万238.0万股$6,620.6万233.9万股+4.1万股+1.74%加仓
Genuine Parts Co ComGPC
9.36%11%$5,453.3万46.7万股$6,523.7万46.7万股00.00%持仓不变
BBROOKFIELD WEALTH SO A FCLASS ABNT
7.72%7.33%$4,495.5万111.7万股$4,351.0万109.5万股+2.2万股+2.04%加仓
S道富SPYM
5.4%5.11%$3,145.6万45.6万股$3,032.5万44.9万股+7,094股+1.58%加仓
AAPTUS ENHANCED YIELD ETFJUCY
5.2%5.33%$3,028.5万133.0万股$3,163.7万136.3万股-3.3万股-2.42%减仓
V先锋领航白厅基金VNQ
5.14%5.36%$2,993.5万37.4万股$3,178.4万36.0万股+1.4万股+3.94%加仓
EETF系列解决方案OSCV
4.82%4.71%$2,810.1万76.0万股$2,793.9万74.6万股+1.4万股+1.83%加仓
EETF SERIES SOLUTIONS APTUS LARGE CAP ENHANCED YIELD ETFDUBS
3.75%3.56%$2,184.8万67.7万股$2,110.1万66.6万股+1.0万股+1.57%加仓
I景顺交易所交易基金信托RSP
3.73%3.66%$2,172.8万12.4万股$2,173.8万12.1万股+2,665股+2.20%加仓
AAPTUS INTERNATIONAL ENHANCED YIELD ETFIDUB
3.63%3.72%$2,112.2万105.1万股$2,209.0万101.4万股+3.8万股+3.71%加仓
苹果AAPL
2.39%2.18%$1,392.2万5.6万股$1,292.6万5.5万股+117股+0.21%加仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
2.22%1.98%$1,294.5万20.9万股$1,173.9万19.2万股+1.7万股+8.67%加仓
V先锋领航·TOTALBND
1.69%1.68%$986.2万13.7万股$999.4万13.3万股+4,076股+3.06%加仓
SSPDR道富指数基金SPEM
1.57%1.61%$912.5万23.8万股$958.1万23.2万股+5,705股+2.46%加仓
家得宝HD
1.41%1.18%$820.0万2.1万股$702.5万1.7万股+3,742股+21.58%加仓
微软MSFT
1.16%1.15%$676.3万1.6万股$682.9万1.6万股+175股+1.10%加仓
英伟达NVDA
0.91%0.35%$532.0万4.0万股$207.7万1.7万股+2.3万股+131.66%加仓
沃尔玛WMT
0.89%0.96%$518.1万5.7万股$568.1万7.0万股-1.3万股-18.49%减仓
亚马逊AMZN
0.82%0.76%$478.7万2.2万股$448.3万2.4万股-2,238股-9.30%减仓
摩根大通JPM
0.78%0.78%$452.7万1.9万股$460.6万2.2万股-2,958股-13.54%减仓
VisaV
0.75%0.67%$436.0万1.4万股$395.3万1.4万股-583股-4.06%减仓
联合健康UNH
0.69%0.67%$402.5万7,957股$395.5万6,764股+1,193股+17.64%加仓
南方电力SO
0.68%0.75%$398.2万4.8万股$447.9万5.0万股-1,293股-2.60%减仓
BroadridgeBR
0.67%0.63%$391.5万1.7万股$371.7万1.7万股+27股+0.16%加仓
戴蒙德能源FANG
0.66%0.59%$382.8万2.3万股$348.1万2.0万股+3,175股+15.72%加仓
PROGRESSIVEPGR
0.66%0.8%$382.5万1.6万股$475.6万1.9万股-2,776股-14.81%减仓
CCHEMED NEWCHE
0.65%0.59%$378.8万7,150股$352.5万5,865股+1,285股+21.91%加仓
Roper科技ROP
0.64%0.59%$373.5万7,186股$351.6万6,318股+868股+13.74%加仓
COPART COMCPRT
0.64%0.61%$372.3万6.5万股$359.8万6.9万股-3,802股-5.54%减仓
QUANTA SVCSPWR
0.63%0.62%$367.8万1.2万股$370.4万1.2万股-787股-6.34%减仓
AMERICAN TOWER COMAMT
0.62%0.67%$358.8万2.0万股$397.9万1.7万股+2,452股+14.33%加仓
S道富SLYG
0.52%0.52%$304.4万3.4万股$308.5万3.3万股+558股+1.68%加仓
I景顺QQQ信托VOO
0.52%0.49%$301.0万5,888股$289.5万5,931股-43股-0.73%减仓
DDOUBLELINE MORTGAGE ETFDMBS
0.52%0.51%$300.8万6.3万股$301.4万6.0万股+2,722股+4.55%加仓
G通用动力VTI
0.42%0.39%$245.7万8,479股$230.4万8,137股+342股+4.20%加仓
AAPTUS DRAWDOWN MANAGED EQUITY ETFADME
0.38%0.4%$223.0万4.8万股$237.3万5.1万股-3,641股-7.09%减仓
IISHARES AAA - A RATED CORPORATE BOND ETFQLTA
0.38%0.41%$222.5万4.8万股$243.1万4.9万股-1,899股-3.84%减仓
BBANK OF AMERBAC
0.31%0.28%$183.1万4.2万股$166.4万4.2万股-267股-0.64%减仓
IiShares安硕信托IVV
0.31%0.3%$178.5万3,032股$177.0万3,068股-36股-1.17%减仓
IINNOVATOR GROWTH-100 POWER BUFFER ETF - APRILNAPR
0.29%0.27%$167.5万3.3万股$162.3万3.3万股-125股-0.37%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
0.28%0.29%$165.7万3.9万股$170.4万4.1万股-2,000股-4.85%减仓
IiShares安硕信托USMV
0.27%0.41%$160.2万1.8万股$241.6万2.6万股-8,417股-31.82%减仓
V先锋领航指数基金VUG
0.27%0.27%$154.7万3,769股$157.4万4,099股-330股-8.05%减仓
IiShares安硕信托DVY
0.24%0.24%$138.1万1.1万股$142.0万1.1万股+2股+0.02%加仓
F富达·GREENWOOD STREET TRFHEQ
0.23%0.13%$132.4万4.8万股$74.7万2.8万股+2.1万股+74.63%加仓
IInnovator ETF信托PNOV
0.23%0.2%$131.5万3.5万股$120.3万3.3万股+2,140股+6.57%加仓
IiShares安硕信托ITOT
0.22%0.21%$126.2万9,813股$126.1万1.0万股-224股-2.23%减仓
可口可乐KO
0.21%0.22%$123.2万2.0万股$128.5万1.8万股+1,911股+10.69%加仓
IINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFPEY
0.2%0.2%$114.6万5.4万股$117.9万5.4万股+121股+0.22%加仓
IInnovator ETF信托PAPR
0.19%0.18%$111.4万3.0万股$109.1万3.0万股00.00%持仓不变

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