13FBOX
Wellesley Investment Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Wellesley Investment Partners, LLC

No.11205 数据截至 2020Q4
最新持仓市值 (Q4 2020)
$2.93亿
环比变动 Q3 2020
$0+0.0%
持仓股票数
103
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
103
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
IiShares安硕信托IVV
11.65%11.65%$3,408.3万10.1万股$3,408.3万10.1万股00.00%持仓不变
IiShares安硕·7-10YRIEF
10.75%10.75%$3,144.9万25.8万股$3,144.9万25.8万股00.00%持仓不变
V先锋领航·FTSEVEA
9.95%9.95%$2,909.9万71.1万股$2,909.9万71.1万股00.00%持仓不变
IiShares安硕信托AGG
8.85%8.85%$2,589.3万21.9万股$2,589.3万21.9万股00.00%持仓不变
V先锋领航债券指数基金BSV
8.73%8.73%$2,554.0万30.8万股$2,554.0万30.8万股00.00%持仓不变
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
7.51%7.51%$2,197.6万25.4万股$2,197.6万25.4万股00.00%持仓不变
S嘉信策略信托SCHD
4.26%4.26%$1,246.2万22.5万股$1,246.2万22.5万股00.00%持仓不变
V先锋领航·FSTEVWO
4.07%4.07%$1,189.6万27.5万股$1,189.6万27.5万股00.00%持仓不变
IiShares黄金信托IAUUSD
3.66%3.66%$1,069.7万59.5万股$1,069.7万59.5万股00.00%持仓不变
IiShares安硕·COREIJH
3.28%3.28%$959.3万5.2万股$959.3万5.2万股00.00%持仓不变
V先锋领航指数基金VOO
2.79%2.79%$815.9万2.9万股$815.9万2.9万股00.00%持仓不变
G通用动力VTI
2.34%2.34%$685.5万4.0万股$685.5万4.0万股00.00%持仓不变
SSPDR标普500 ETFSPY
1.62%1.62%$473.6万1.4万股$473.6万1.4万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
1.62%1.62%$473.2万3.7万股$473.2万3.7万股00.00%持仓不变
苹果AAPL
0.87%0.87%$255.1万2.2万股$255.1万2.2万股00.00%持仓不变
微软MSFT
0.81%0.81%$235.7万1.1万股$235.7万1.1万股00.00%持仓不变
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.63%0.63%$183.9万3.6万股$183.9万3.6万股00.00%持仓不变
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.61%0.61%$179.1万3.3万股$179.1万3.3万股00.00%持仓不变
SSPDR道富系列信托BIL
0.61%0.61%$178.9万2.0万股$178.9万2.0万股00.00%持仓不变
IiShares安硕信托IEI
0.56%0.56%$164.5万1.2万股$164.5万1.2万股00.00%持仓不变
宝洁PG
0.44%0.44%$128.7万9,264股$128.7万9,264股00.00%持仓不变
强生JNJ
0.43%0.43%$124.8万8,387股$124.8万8,387股00.00%持仓不变
摩根大通JPM
0.4%0.4%$116.1万1.2万股$116.1万1.2万股00.00%持仓不变
威瑞森VZ
0.38%0.38%$112.6万1.9万股$112.6万1.9万股00.00%持仓不变
万事达MA
0.37%0.37%$107.0万3,165股$107.0万3,165股00.00%持仓不变
联合太平洋铁路UNP
0.34%0.34%$98.0万4,981股$98.0万4,981股00.00%持仓不变
Q高通QCOM
0.33%0.33%$97.6万8,299股$97.6万8,299股00.00%持仓不变
AMGEN COMAMGN
0.32%0.32%$93.1万3,665股$93.1万3,665股00.00%持仓不变
IiShares安硕信托ITOT
0.32%0.32%$92.4万1.2万股$92.4万1.2万股00.00%持仓不变
埃森哲ACN
0.31%0.31%$90.9万4,025股$90.9万4,025股00.00%持仓不变
辉瑞PFE
0.31%0.31%$90.0万2.5万股$90.0万2.5万股00.00%持仓不变
迪士尼DIS
0.3%0.3%$87.3万7,043股$87.3万7,043股00.00%持仓不变
百事可乐PEP
0.29%0.29%$85.8万6,196股$85.8万6,196股00.00%持仓不变
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
0.29%0.29%$84.4万2.7万股$84.4万2.7万股00.00%持仓不变
麦当劳MCD
0.28%0.28%$83.3万3,796股$83.3万3,796股00.00%持仓不变
家得宝HD
0.27%0.27%$78.5万2,829股$78.5万2,829股00.00%持仓不变
亚马逊AMZN
0.26%0.26%$74.9万238股$74.9万238股00.00%持仓不变
CVS健康CVS
0.25%0.25%$73.2万1.3万股$73.2万1.3万股00.00%持仓不变
思科CSCO
0.25%0.25%$73.1万1.9万股$73.1万1.9万股00.00%持仓不变
默沙东MRK
0.25%0.25%$72.1万8,698股$72.1万8,698股00.00%持仓不变
TE CONNECTIVITY ORD SHSTEL
0.24%0.24%$70.4万7,212股$70.4万7,212股00.00%持仓不变
美敦力MDT
0.24%0.24%$70.1万6,749股$70.1万6,749股00.00%持仓不变
BroadridgeBR
0.24%0.24%$68.9万5,221股$68.9万5,221股00.00%持仓不变
3M COMMMM
0.23%0.23%$66.0万4,124股$66.0万4,124股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.22%0.22%$63.9万1.0万股$63.9万1.0万股00.00%持仓不变
英特尔INTC
0.22%0.22%$63.6万1.2万股$63.6万1.2万股00.00%持仓不变
雷神技术RTX
0.22%0.22%$63.5万1.1万股$63.5万1.1万股00.00%持仓不变
XCEL ENERGY COMXEL
0.22%0.22%$62.9万9,124股$62.9万9,124股00.00%持仓不变
博通AVGO
0.21%0.21%$61.4万1,687股$61.4万1,687股00.00%持仓不变
AAT&TT
0.21%0.21%$60.7万2.1万股$60.7万2.1万股00.00%持仓不变

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