13FBOX
Wealthspire Advisors, L.P. · 13F 持仓分析
期权收益计算器 机构排行

Wealthspire Advisors, L.P.

No.11193 数据截至 2020Q4
最新持仓市值 (Q4 2020)
$28.21亿
环比变动 Q3 2020
-$1,479.4万-0.5%
持仓股票数
482
新买入
0
加仓
0
减仓
1
清仓
0
持股不变
481
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 2020 市值Q4 2020 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
11.56%11.5%$3.26亿106.0万股$3.26亿106.0万股00.00%持仓不变
IiShares安硕信托IVV
10.65%10.59%$3.00亿89.4万股$3.00亿89.4万股00.00%持仓不变
V先锋领航·FTSEVEA
6.51%6.48%$1.84亿449.1万股$1.84亿449.1万股00.00%持仓不变
SSPDR标普500 ETFSPY
4.74%4.79%$1.34亿39.9万股$1.36亿42.1万股-2.2万股-5.27%减仓
IiShares安硕信托GJS
4.5%4.48%$1.27亿454.3万股$1.27亿454.3万股00.00%持仓不变
G通用动力VTI
4.17%4.15%$1.18亿69.2万股$1.18亿69.2万股00.00%持仓不变
S嘉信策略信托SCHF
3.84%3.82%$1.08亿345.0万股$1.08亿345.0万股00.00%持仓不变
S嘉信策略信托SCHD
3.15%3.13%$8,884.4万160.7万股$8,884.4万160.7万股00.00%持仓不变
IiShares安硕·COREIJH
2.6%2.58%$7,322.8万39.5万股$7,322.8万39.5万股00.00%持仓不变
V先锋领航·MIDVO
2.43%2.41%$6,846.4万38.8万股$6,846.4万38.8万股00.00%持仓不变
IiShares安硕·COREIJR
2.28%2.27%$6,428.4万91.5万股$6,428.4万91.5万股00.00%持仓不变
V先锋领航·FSTEVWO
1.85%1.84%$5,231.3万121.0万股$5,231.3万121.0万股00.00%持仓不变
V先锋领航STAR基金VXUS
1.66%1.65%$4,669.7万89.5万股$4,669.7万89.5万股00.00%持仓不变
V先锋领航指数基金VXF
1.49%1.48%$4,207.2万32.4万股$4,207.2万32.4万股00.00%持仓不变
S嘉信·USSCHX
1.48%1.47%$4,172.4万51.7万股$4,172.4万51.7万股00.00%持仓不变
V先锋领航指数基金VB
1.25%1.24%$3,517.0万22.9万股$3,517.0万22.9万股00.00%持仓不变
IiShares安硕信托AGG
1.22%1.22%$3,448.2万29.2万股$3,448.2万29.2万股00.00%持仓不变
苹果AAPL
1.13%1.13%$3,192.8万27.6万股$3,192.8万27.6万股00.00%持仓不变
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
1.02%1.02%$2,884.4万51.4万股$2,884.4万51.4万股00.00%持仓不变
I景顺交易所交易基金IIBAB
1.02%1.01%$2,871.8万86.1万股$2,871.8万86.1万股00.00%持仓不变
F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP
1%1%$2,829.0万148.6万股$2,829.0万148.6万股00.00%持仓不变
微软MSFT
0.96%0.96%$2,709.0万12.9万股$2,709.0万12.9万股00.00%持仓不变
V先锋领航国际股票指数基金VEU
0.82%0.82%$2,314.7万45.9万股$2,314.7万45.9万股00.00%持仓不变
V先锋领航指数基金VV
0.81%0.8%$2,273.9万14.5万股$2,273.9万14.5万股00.00%持仓不变
亚马逊AMZN
0.69%0.69%$1,946.4万6,181股$1,946.4万6,181股00.00%持仓不变
埃森哲ACN
0.62%0.62%$1,747.5万7.7万股$1,747.5万7.7万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
0.61%0.61%$1,732.5万11.6万股$1,732.5万11.6万股00.00%持仓不变
芝加哥商品交易所CME
0.55%0.54%$1,541.4万9.2万股$1,541.4万9.2万股00.00%持仓不变
V先锋领航指数基金VNQ
0.5%0.49%$1,402.1万17.8万股$1,402.1万17.8万股00.00%持仓不变
IiShares安硕·RUSSELLIWF
0.49%0.49%$1,395.0万6.4万股$1,395.0万6.4万股00.00%持仓不变
IiShares安硕IEMG
0.49%0.48%$1,374.3万26.0万股$1,374.3万26.0万股00.00%持仓不变
IiShares安硕信托IXUS
0.45%0.45%$1,277.6万21.9万股$1,277.6万21.9万股00.00%持仓不变
V先锋领航·TOTALBND
0.44%0.44%$1,246.0万14.1万股$1,246.0万14.1万股00.00%持仓不变
V先锋领航指数基金VUG
0.41%0.4%$1,144.6万5.0万股$1,144.6万5.0万股00.00%持仓不变
IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF
0.4%0.4%$1,137.0万29.5万股$1,137.0万29.5万股00.00%持仓不变
IiShares安硕信托GVI
0.4%0.4%$1,131.1万9.8万股$1,131.1万9.8万股00.00%持仓不变
S嘉信·USSCHP
0.39%0.39%$1,096.3万17.8万股$1,096.3万17.8万股00.00%持仓不变
Meta平台META
0.38%0.38%$1,085.8万4.1万股$1,085.8万4.1万股00.00%持仓不变
IiShares安硕信托IEI
0.36%0.35%$1,002.5万7.5万股$1,002.5万7.5万股00.00%持仓不变
V先锋领航·MALVERN FDSVTIP
0.34%0.34%$971.5万19.0万股$971.5万19.0万股00.00%持仓不变
威瑞森VZ
0.34%0.33%$946.0万15.9万股$946.0万15.9万股00.00%持仓不变
IiShares安硕信托IWD
0.32%0.32%$903.9万7.7万股$903.9万7.7万股00.00%持仓不变
万事达MA
0.32%0.32%$894.7万2.6万股$894.7万2.6万股00.00%持仓不变
S嘉信·USSCHA
0.32%0.31%$888.8万13.0万股$888.8万13.0万股00.00%持仓不变
V先锋领航市政债券基金VTEB
0.31%0.31%$887.3万16.3万股$887.3万16.3万股00.00%持仓不变
WWisdomTree信托DGRW
0.31%0.31%$880.6万17.8万股$880.6万17.8万股00.00%持仓不变
IiShares安硕信托IWV
0.29%0.29%$809.1万4.1万股$809.1万4.1万股00.00%持仓不变
IiShares安硕·MSCI ACWI ETFTOK
0.28%0.27%$776.8万9.7万股$776.8万9.7万股00.00%持仓不变
特斯拉TSLA
0.27%0.27%$772.5万1.8万股$772.5万1.8万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.27%0.27%$752.6万5,121股$752.6万5,121股00.00%持仓不变

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