13FBOX
Edmonds Duncan Registered Investment Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Edmonds Duncan Registered Investment Advisors, LLC

No.4545 数据截至 2024Q3
最新持仓市值 (Q3 2024)
$4.50亿
环比变动 Q2 2024
+$3,929.0万+9.6%
持仓股票数
108
新买入
6
加仓
82
减仓
5
清仓
28
持股不变
15
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 2024 市值Q3 2024 股数上季度市值上季度股数股数变动操作
F富达·MERRIMACK STR TRFBND
7.72%7.63%$3,472.1万74.3万股$3,132.2万69.7万股+4.6万股+6.56%加仓
V先锋领航·SPECIALIZED FUNDSVIG
7.67%7.35%$3,446.1万17.4万股$3,017.1万16.5万股+8,717股+5.27%加仓
SSPDR道富指数基金SPDW
7.57%7.29%$3,403.2万90.6万股$2,989.4万85.2万股+5.4万股+6.33%加仓
SSPDR道富系列信托SPYG
7.18%7.19%$3,226.9万38.9万股$2,951.8万36.8万股+2.1万股+5.62%加仓
S道富SPYV
7.1%6.68%$3,190.3万60.4万股$2,738.8万56.2万股+4.2万股+7.41%加仓
IiShares安硕·7-10YRIEF
6.19%6.16%$2,780.9万28.3万股$2,525.6万27.0万股+1.4万股+5.09%加仓
VVANECK IG FLOATING RATE ETFEMLC
6.05%6.23%$2,720.2万106.8万股$2,555.1万100.2万股+6.6万股+6.63%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
3.2%2.97%$1,438.7万8.6万股$1,217.3万8.1万股+4,883股+6.03%加仓
V先锋领航·SMALLVBR
3.14%2.96%$1,410.0万7.0万股$1,213.3万6.6万股+3,754股+5.65%加仓
DDimensional维度ETF信托DFIS
3.1%2.91%$1,391.5万51.9万股$1,195.3万48.5万股+3.3万股+6.87%加仓
V先锋领航指数基金VOT
2.95%2.87%$1,327.4万5.5万股$1,179.4万5.1万股+3,144股+6.12%加仓
V先锋领航指数基金VBK
2.66%2.59%$1,195.7万4.5万股$1,062.9万4.2万股+2,225股+5.24%加仓
IiShares安硕EEMV
1.96%1.85%$882.8万14.1万股$758.3万13.3万股+8,249股+6.22%加仓
V先锋领航指数基金VTV
1.88%1.86%$843.2万4.8万股$762.0万4.8万股+799股+1.68%加仓
V先锋领航指数基金VUG
1.87%2%$840.0万2.2万股$822.1万2.2万股-103股-0.47%减仓
SSPDR道富指数基金SPEM
1.72%1.64%$775.5万18.8万股$671.2万17.8万股+9,687股+5.44%加仓
MMANAGED PORTFOLIO SERIES
1.6%1.54%$719.2万22.9万股$632.6万21.9万股+9,754股+4.45%加仓
苹果AAPL
1.45%1.43%$652.6万2.8万股$586.3万2.8万股+171股+0.61%加仓
百事可乐PEP
1.32%1.41%$592.5万3.5万股$576.5万3.5万股-110股-0.31%减仓
IiShares安硕信托IVW
1.18%1.22%$531.1万5.5万股$501.5万5.4万股+1,266股+2.34%加仓
I景顺交易所交易基金信托PBP
1.03%1.05%$464.4万20.3万股$432.2万19.5万股+8,277股+4.24%加仓
S道富SPSM
1.02%0.97%$458.3万10.1万股$399.8万9.6万股+4,436股+4.61%加仓
IiShares安硕·S&PIVE
0.93%0.94%$419.0万2.1万股$385.3万2.1万股+85股+0.40%加仓
微软MSFT
0.85%0.95%$380.0万8,832股$389.6万8,716股+116股+1.33%加仓
VIRTUS DIVIDEND INTEREST &PR COMNFJ
0.83%0.81%$371.2万28.5万股$331.4万27.0万股+1.5万股+5.48%加仓
S道富SPMD
0.81%0.78%$362.5万6.6万股$318.2万6.2万股+4,282股+6.90%加仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
0.79%0.76%$354.8万2.5万股$312.4万2.4万股+1,111股+4.57%加仓
F第一信托交易所交易基金IIIFPE
0.64%0.63%$289.6万16.0万股$257.0万14.8万股+1.2万股+8.08%加仓
IINVESCO SENIOR INCOME TRUST COM STK USD0.01VVR
0.61%0.65%$275.8万67.8万股$267.2万62.0万股+5.8万股+9.32%加仓
EATON VANCE LIMITED DURATIONEVV
0.6%0.56%$269.6万25.6万股$229.2万23.5万股+2.1万股+8.98%加仓
GGlobal X Mlp EtfMLPA
0.57%0.6%$255.0万5.3万股$247.1万5.1万股+2,192股+4.30%加仓
伯克希尔哈撒韦BRK.B
0.54%0.52%$244.4万5,311股$214.4万5,271股+40股+0.76%加仓
IiShares安硕信托DGRO
0.52%0.52%$233.7万3.7万股$214.7万3.7万股00.00%持仓不变
IiShares安硕信托IJK
0.5%0.49%$223.7万2.4万股$200.6万2.3万股+1,567股+6.88%加仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.49%0.48%$222.4万2.1万股$196.9万2.0万股+417股+2.06%加仓
联合太平洋铁路UNP
0.49%0.49%$220.0万8,928股$201.6万8,910股+18股+0.20%加仓
CAPITOL FED FINLCFFN
0.47%0.49%$213.1万36.5万股$199.9万36.4万股+636股+0.17%加仓
伯克希尔哈撒韦BRK.A
0.46%0.45%$207.4万3股$183.7万3股00.00%持仓不变
GGlobal X基金QYLD
0.43%0.43%$193.2万10.7万股$175.3万9.9万股+7,908股+7.97%加仓
ADVENT CONV & INCOME FDAVK
0.42%0.44%$189.1万16.1万股$179.5万15.1万股+1.0万股+6.95%加仓
YUM BRANDS COMYUM
0.39%0.41%$176.7万1.3万股$167.4万1.3万股+10股+0.08%加仓
BBLACKROCK MUNICIPAL INCOMEXMUIX
0.38%0.4%$169.9万13.5万股$165.9万13.4万股+618股+0.46%加仓
IiShares安硕信托IJJ
0.36%0.35%$160.5万1.3万股$142.6万1.3万股+417股+3.32%加仓
FIRST TR ENHANCED EQUITY COMFFA
0.33%0.33%$148.7万7.3万股$134.7万6.8万股+5,475股+8.10%加仓
BBANK OF AMERBAC
0.32%0.35%$145.2万3.7万股$144.2万3.6万股+338股+0.93%加仓
麦当劳MCD
0.28%0.26%$127.7万4,193股$106.8万4,189股+4股+0.10%加仓
ABERDEEN MUN INCOME FD SH BEN INTMFM
0.28%0.28%$124.0万21.7万股$116.4万21.3万股+3,638股+1.71%加仓
BLACKROCK RESOURCES & COBCX
0.27%0.26%$122.0万12.7万股$107.9万11.7万股+9,580股+8.16%加仓
ALLIANCEBERNSTEIN NAT MUAFB
0.27%0.27%$120.1万10.2万股$110.0万9.9万股+2,740股+2.77%加仓
IiShares安硕信托IEFA
0.26%0.21%$117.3万1.5万股$86.2万1.2万股+3,166股+26.69%加仓

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