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StrategIQ Financial Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

StrategIQ Financial Group, LLC

No.11186 数据截至 2023Q4
最新持仓市值 (Q4 2023)
$8.85亿
环比变动 Q3 2023
+$2,131.0万+2.5%
持仓股票数
316
新买入
23
加仓
98
减仓
165
清仓
10
持股不变
30
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
G通用动力VTI
4.62%4.78%$4,093.5万17.3万股$4,128.8万19.4万股-2.2万股-11.22%减仓
SSPDR标普500 ETFSPY
3.65%3.36%$3,232.2万6.8万股$2,901.6万6.8万股+125股+0.18%加仓
V先锋领航·SPECIALIZED FUNDSVIG
3.41%3.24%$3,021.1万17.7万股$2,796.1万18.0万股-2,658股-1.48%减仓
IiShares安硕信托IWV
3%2.75%$2,655.5万9.7万股$2,377.4万9.7万股-6股-0.01%减仓
IiShares安硕·COREIJH
2.71%2.48%$2,400.0万8.7万股$2,142.6万8.6万股+671股+0.78%加仓
艺康ECL
2.64%2.32%$2,338.2万11.8万股$2,000.7万11.8万股-224股-0.19%减仓
V先锋领航斯科茨代尔基金BSV
2.62%2.84%$2,323.9万30.0万股$2,455.5万32.7万股-2.6万股-8.07%减仓
SSPDR道富系列信托SPTM
2.59%3.24%$2,292.9万39.2万股$2,802.7万53.4万股-14.2万股-26.53%减仓
V先锋领航债券指数基金VUSB
2.42%2.49%$2,146.6万43.4万股$2,149.9万43.7万股-2,869股-0.66%减仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
2.01%2.17%$1,779.7万59.8万股$1,871.5万63.8万股-4.1万股-6.38%减仓
S道富SPYM
1.78%1.8%$1,573.4万28.1万股$1,557.7万31.0万股-2.8万股-9.18%减仓
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
1.75%1.61%$1,551.6万7.2万股$1,393.0万7.2万股-36股-0.05%减仓
IiShares安硕信托IVV
1.7%1.59%$1,507.6万3.2万股$1,371.6万3.2万股-376股-1.18%减仓
苹果AAPL
1.6%1.47%$1,420.4万7.4万股$1,273.3万7.4万股-595股-0.80%减仓
IiShares安硕·RUSSELLIWM
1.55%1.24%$1,374.8万6.8万股$1,073.9万6.1万股+7,735股+12.73%加仓
S道富SPYV
1.42%1.24%$1,259.0万27.0万股$1,073.4万26.0万股+9,837股+3.78%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.38%1.45%$1,219.5万24.3万股$1,255.3万25.0万股-7,382股-2.95%减仓
SSPDR道富指数基金SPDW
1.37%1.28%$1,211.4万35.6万股$1,106.5万35.7万股-639股-0.18%减仓
联合包裹UPSUPS
1.36%1.38%$1,203.2万7.7万股$1,193.8万7.7万股-66股-0.09%减仓
IiShares安硕信托EFV
1.29%1.23%$1,145.9万22.0万股$1,065.9万21.8万股+2,096股+0.96%加仓
F第一信托交易所交易基金IIIFPE
1.28%1.28%$1,136.5万67.4万股$1,109.9万69.5万股-2.1万股-3.01%减仓
I景顺QQQ信托VOO
1.27%1.11%$1,122.3万2.7万股$961.8万2.7万股+559股+2.08%加仓
SSPDR道富系列信托SPYG
1.24%1.11%$1,100.6万16.9万股$959.2万16.2万股+7,358股+4.55%加仓
VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB
1.21%0.95%$1,074.0万21.7万股$824.3万16.8万股+4.8万股+28.54%加仓
S道富SPIB
1.21%1.17%$1,067.8万32.5万股$1,013.5万32.2万股+2,988股+0.93%加仓
S道富SPMD
1.2%1.07%$1,063.5万21.8万股$923.9万21.1万股+7,316股+3.47%加仓
艾伯维ABBV
1.16%1.16%$1,023.8万6.6万股$1,003.7万6.7万股-1,271股-1.89%减仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.12%1.22%$991.9万19.3万股$1,052.8万21.1万股-1.8万股-8.44%减仓
V先锋领航国际股票指数基金VEU
0.88%0.86%$778.4万13.9万股$743.7万14.3万股-4,717股-3.29%减仓
IiShares安硕·RUSSELLIWB
0.86%0.85%$763.8万2.9万股$737.1万3.1万股-2,255股-7.19%减仓
滨特尔PNR
0.81%0.74%$715.8万9.8万股$637.4万9.8万股00.00%持仓不变
V先锋领航白厅基金VYM
0.79%0.81%$702.0万6.3万股$699.9万6.8万股-4,858股-7.17%减仓
微软MSFT
0.77%0.66%$677.9万1.8万股$574.5万1.8万股-165股-0.91%减仓
IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY
0.73%0.66%$642.2万31.1万股$567.8万31.1万股+649股+0.21%加仓
雅培ABT
0.72%0.67%$636.7万5.8万股$576.6万6.0万股-1,690股-2.84%减仓
S道富SPAB
0.7%0.71%$616.1万24.0万股$615.6万25.3万股-1.3万股-4.99%减仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.65%0.47%$576.1万11.9万股$402.3万8.4万股+3.5万股+41.55%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
0.63%0.65%$557.6万19.2万股$564.9万19.7万股-4,750股-2.41%减仓
IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD
0.62%0.55%$548.4万11.1万股$474.0万9.9万股+1.3万股+12.87%加仓
IiShares安硕信托GVI
0.61%0.24%$541.9万5.1万股$206.8万2.0万股+3.1万股+155.68%加仓
V先锋领航·FTSEVEA
0.61%0.58%$540.2万11.3万股$504.1万11.5万股-2,539股-2.20%减仓
NVENT ELECTRICNVT
0.61%0.58%$539.5万9.1万股$503.4万9.5万股-3,695股-3.89%减仓
SSPDR道富指数基金SPEM
0.58%0.6%$516.6万14.6万股$514.3万15.3万股-7,301股-4.77%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.56%0.5%$497.6万6.0万股$431.9万6.0万股+38股+0.06%加仓
INGREDION COMINGR
0.54%0.5%$480.7万4.4万股$435.8万4.4万股00.00%持仓不变
S道富SPSM
0.53%0.48%$470.8万11.2万股$412.5万11.2万股-169股-0.15%减仓
J骏利Detroit策略信托VNLA
0.53%0.37%$467.3万9.7万股$320.6万6.7万股+3.0万股+44.72%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.5%0.46%$439.8万6.3万股$398.6万6.2万股+900股+1.46%加仓
V先锋领航指数基金VOO
0.48%1.71%$426.8万9,772股$1,479.7万3.8万股-2.8万股-74.07%减仓
S道富XLI
0.48%0.44%$426.3万3.7万股$378.2万3.7万股+95股+0.25%加仓

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