13FBOX
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

No.3133 数据截至 2024Q3
最新持仓市值 (Q3 2024)
$8.24亿
环比变动 Q2 2024
-$2,244.6万-2.7%
持仓股票数
744
新买入
0
加仓
0
减仓
2
清仓
0
持股不变
742
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
SSPDR标普500 ETFSPY
24.86%27.06%$2.05亿35.7万股$2.29亿42.1万股-6.4万股-15.24%减仓
IiShares安硕信托IEFA
5.5%5.35%$4,532.5万62.4万股$4,532.5万62.4万股00.00%持仓不变
V先锋领航指数基金VOO
5.18%5.04%$4,268.1万8.5万股$4,268.1万8.5万股00.00%持仓不变
LLISTED FDS TRCCOR
4.67%4.54%$3,848.9万154.4万股$3,848.9万154.4万股00.00%持仓不变
V先锋领航白厅基金VYM
2.74%2.66%$2,255.9万19.0万股$2,255.9万19.0万股00.00%持仓不变
IiShares安硕·7-10YRIEF
2.13%2.08%$1,757.5万18.8万股$1,757.5万18.8万股00.00%持仓不变
IiShares安硕IEMG
1.79%1.74%$1,471.8万27.5万股$1,471.8万27.5万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
1.62%1.58%$1,339.0万6.6万股$1,339.0万6.6万股00.00%持仓不变
IiShares安硕信托IVV
1.35%1.32%$1,117.0万2.0万股$1,117.0万2.0万股00.00%持仓不变
SSPDR黄金信托GLD
1.34%1.31%$1,108.6万5.2万股$1,108.6万5.2万股00.00%持仓不变
苹果AAPL
1.29%1.25%$1,062.0万5.0万股$1,062.0万5.0万股00.00%持仓不变
PLAINS ALL AMERN PIPELINE LPAA
1.23%1.2%$1,014.9万56.8万股$1,014.9万56.8万股00.00%持仓不变
V先锋领航指数基金VB
1.23%1.2%$1,013.2万4.6万股$1,013.2万4.6万股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
1.23%1.2%$1,013.1万12.9万股$1,013.1万12.9万股00.00%持仓不变
IiShares安硕·US REAL ESTATE ETFIYR
1.22%1.19%$1,007.6万11.5万股$1,007.6万11.5万股00.00%持仓不变
埃克森美孚XOM
1.22%1.18%$1,003.4万8.7万股$1,003.4万8.7万股00.00%持仓不变
微软MSFT
0.99%0.96%$816.3万1.8万股$816.3万1.8万股00.00%持仓不变
摩根大通JPM
0.9%0.87%$739.5万3.7万股$739.5万3.7万股00.00%持仓不变
WELLS FARGO NEWWFC
0.87%0.85%$720.2万12.1万股$722.1万13.6万股-1.5万股-10.68%减仓
IiShares安硕信托LQD
0.82%0.8%$677.1万6.3万股$677.1万6.3万股00.00%持仓不变
礼来LLY
0.71%0.7%$588.6万6,502股$588.6万6,502股00.00%持仓不变
AMGEN COMAMGN
0.71%0.69%$583.5万1.9万股$583.5万1.9万股00.00%持仓不变
Elevance健康ELV
0.71%0.69%$583.4万1.1万股$583.4万1.1万股00.00%持仓不变
默沙东MRK
0.7%0.68%$577.1万4.7万股$577.1万4.7万股00.00%持仓不变
甲骨文ORCL
0.67%0.65%$551.1万3.9万股$551.1万3.9万股00.00%持仓不变
N新纪元能源NEE
0.67%0.65%$549.6万7.8万股$549.6万7.8万股00.00%持仓不变
南方电力SO
0.65%0.63%$532.5万6.9万股$532.5万6.9万股00.00%持仓不变
宝洁PG
0.64%0.62%$525.7万3.2万股$525.7万3.2万股00.00%持仓不变
强生JNJ
0.63%0.61%$515.9万3.5万股$515.9万3.5万股00.00%持仓不变
雷神技术RTX
0.62%0.6%$508.2万5.1万股$508.2万5.1万股00.00%持仓不变
WASTE MGMT DELWM
0.61%0.6%$506.0万2.4万股$506.0万2.4万股00.00%持仓不变
洛克希德马丁LMT
0.61%0.59%$502.0万1.1万股$502.0万1.1万股00.00%持仓不变
SSIX FLAGS ENTMT CORP NEW COM
0.6%<0.01%$494.4万380股$1.3万380股00.00%持仓不变
空气化工APD
0.58%0.57%$479.5万1.9万股$479.5万1.9万股00.00%持仓不变
德州仪器TXN
0.58%0.57%$478.8万2.5万股$478.8万2.5万股00.00%持仓不变
埃森哲ACN
0.58%0.56%$478.4万1.6万股$478.4万1.6万股00.00%持仓不变
艾默生电气EMR
0.58%0.56%$474.8万4.3万股$474.8万4.3万股00.00%持仓不变
AFLAC COMAFL
0.56%0.55%$463.9万5.2万股$463.9万5.2万股00.00%持仓不变
雪佛龙CVX
0.56%0.55%$462.7万3.0万股$462.7万3.0万股00.00%持仓不变
通用动力GD
0.56%0.55%$462.2万1.6万股$462.2万1.6万股00.00%持仓不变
威瑞森VZ
0.56%0.55%$461.8万11.2万股$461.8万11.2万股00.00%持仓不变
TARGET COMTGT
0.56%0.54%$461.3万3.1万股$461.3万3.1万股00.00%持仓不变
沃尔玛WMT
0.56%0.54%$460.9万6.8万股$460.9万6.8万股00.00%持仓不变
AAT&TT
0.56%0.54%$458.2万24.0万股$458.2万24.0万股00.00%持仓不变
BroadridgeBR
0.55%0.54%$456.3万2.3万股$456.3万2.3万股00.00%持仓不变
摩根士丹利MS
0.55%0.54%$453.2万4.7万股$453.2万4.7万股00.00%持仓不变
联合健康UNH
0.55%0.53%$450.8万8,851股$450.8万8,851股00.00%持仓不变
金佰利KMB
0.54%0.53%$448.3万3.2万股$448.3万3.2万股00.00%持仓不变
L3哈里斯LHX
0.53%0.52%$439.9万2.0万股$439.9万2.0万股00.00%持仓不变
思科CSCO
0.53%0.51%$435.8万9.2万股$435.8万9.2万股00.00%持仓不变

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