13FBOX
Transform Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Transform Wealth, LLC

No.2000 数据截至 Q1 2025
最新持仓市值 (Q1 2025)
$16.51亿
环比变动 Q4 2024
-$1.51亿-8.4%
持仓股票数
242
新买入
13
加仓
65
减仓
136
清仓
32
持股不变
28
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Q1 2025 市值Q1 2025 股数上季度市值上季度股数股数变动操作
PPOWELL INDSPOWL
16.79%20.02%$2.77亿162.8万股$3.61亿162.8万股-100股-0.01%减仓
苹果AAPL
3.92%4.08%$6,476.9万29.2万股$7,346.0万29.3万股-1,767股-0.60%减仓
IiShares安硕信托SGOV
3.67%3.35%$6,056.4万60.2万股$6,037.3万60.2万股-190股-0.03%减仓
微软MSFT
3.43%3.54%$5,665.0万15.1万股$6,376.2万15.1万股-365股-0.24%减仓
英伟达NVDA
1.93%2.17%$3,178.6万29.3万股$3,901.8万29.1万股+2,710股+0.93%加仓
IiShares安硕信托AGG
1.91%1.49%$3,145.8万31.8万股$2,682.1万27.7万股+4.1万股+14.89%加仓
亚马逊AMZN
1.85%1.9%$3,061.8万16.1万股$3,428.9万15.6万股+4,638股+2.97%加仓
博通AVGO
1.73%2.34%$2,860.5万17.1万股$4,218.8万18.2万股-1.1万股-6.11%减仓
IiShares安硕信托IVW
1.64%1.18%$2,705.8万29.1万股$2,119.0万20.9万股+8.3万股+39.66%加仓
摩根大通JPM
1.64%1.45%$2,705.7万11.0万股$2,613.2万10.9万股+1,288股+1.18%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.41%1.37%$2,334.0万108.4万股$2,461.4万108.4万股-277股-0.03%减仓
谷歌AGOOGL
1.41%1.56%$2,328.5万15.1万股$2,815.2万14.9万股+1,860股+1.25%加仓
V先锋领航指数基金VOO
1.39%1.46%$2,289.9万4.5万股$2,625.5万4.9万股-4,169股-8.56%减仓
IiShares安硕·S&PIVE
1.35%1.55%$2,222.7万11.7万股$2,785.8万14.6万股-2.9万股-20.09%减仓
SSPDR行业精选信托XLF
1.29%1.08%$2,129.6万42.8万股$1,945.3万40.3万股+2.5万股+6.22%加仓
高盛GS
1.26%1.06%$2,086.1万3.8万股$1,908.2万3.3万股+4,864股+14.60%加仓
沃尔玛WMT
1.18%1.1%$1,942.3万22.1万股$1,978.7万21.9万股+2,144股+0.98%加仓
艾伯维ABBV
1.15%0.93%$1,898.8万9.1万股$1,676.9万9.4万股-3,738股-3.96%减仓
埃克森美孚XOM
1.08%0.92%$1,790.6万15.1万股$1,651.5万15.4万股-2,975股-1.94%减仓
IiShares黄金信托IAU
1.08%0.82%$1,784.6万30.3万股$1,476.9万29.8万股+4,388股+1.47%加仓
好市多COST
1.08%0.97%$1,783.6万1.9万股$1,756.7万1.9万股-314股-1.64%减仓
泛林集团LRCX
1.05%0.96%$1,731.6万23.7万股$1,726.9万23.8万股-911股-0.38%减仓
MCKESSON COMMCK
0.98%0.75%$1,611.5万2.4万股$1,359.5万2.4万股+91股+0.38%加仓
埃森哲ACN
0.97%1%$1,602.9万5.1万股$1,808.5万5.1万股-42股-0.08%减仓
WELLTOWER COMWELL
0.97%0.72%$1,601.2万10.5万股$1,293.7万10.3万股+1,862股+1.81%加仓
IiShares安硕信托IVV
0.95%0.46%$1,568.2万2.8万股$835.5万1.4万股+1.4万股+96.66%加仓
雪佛龙CVX
0.93%0.74%$1,537.1万9.2万股$1,338.9万9.2万股-552股-0.60%减仓
Meta平台META
0.93%0.85%$1,530.1万2.7万股$1,526.2万2.6万股+483股+1.85%加仓
J骏利Detroit策略信托JMBS
0.91%0.75%$1,510.8万33.4万股$1,344.0万30.4万股+3.0万股+9.88%加仓
AERCAP SHSAER
0.91%0.68%$1,504.3万14.7万股$1,217.4万12.7万股+2.0万股+15.44%加仓
F第一信托交易所交易基金IIIFPE
0.91%0.82%$1,495.8万85.0万股$1,481.2万83.7万股+1.4万股+1.62%加仓
星座能源CEG
0.9%0.9%$1,492.4万7.4万股$1,629.1万7.3万股+1,192股+1.64%加仓
赛富时CRM
0.9%1%$1,491.1万5.6万股$1,805.8万5.4万股+1,617股+3.00%加仓
SSPDR行业精选信托XLK
0.86%0.67%$1,427.7万6.9万股$1,206.6万5.2万股+1.7万股+33.25%加仓
T-MOBILE US COMTMUS
0.84%0.67%$1,390.6万5.2万股$1,202.9万5.4万股-2,356股-4.32%减仓
万事达MA
0.83%0.46%$1,368.9万2.5万股$826.4万1.6万股+9,281股+59.14%加仓
NETFLIXNFLX
0.82%0.45%$1,361.2万1.5万股$808.3万9,069股+5,528股+60.95%加仓
康明斯CMI
0.8%0.74%$1,319.1万4.2万股$1,334.6万3.8万股+3,800股+9.93%加仓
COCA-COLA EUROPACIFIC PARTNERS SHSCCEP
0.77%0.59%$1,279.3万14.7万股$1,065.3万13.9万股+8,299股+5.98%加仓
ONEOKOKE
0.77%0.7%$1,269.5万12.8万股$1,262.2万12.6万股+2,224股+1.77%加仓
CHUBB LIMITEDCB
0.75%0.62%$1,237.1万4.1万股$1,124.0万4.1万股+295股+0.73%加仓
TJXTJX
0.75%0.68%$1,235.3万10.1万股$1,230.7万10.2万股-451股-0.44%减仓
礼来LLY
0.75%0.33%$1,231.6万1.5万股$600.5万7,778股+7,134股+91.72%加仓
福泰制药VRTX
0.73%0.56%$1,198.9万2.5万股$1,002.7万2.5万股-172股-0.69%减仓
VVANECK IG FLOATING RATE ETFEMLC
0.72%$1,194.0万46.7万股$00股+46.7万股新买入
I景顺交易所交易基金IIBKLN
0.71%1.05%$1,175.4万56.8万股$1,897.3万90.0万股-33.3万股-36.94%减仓
CCRHCRH
0.7%0.65%$1,150.5万13.0万股$1,163.3万12.6万股+4,497股+3.58%加仓
霍尼韦尔HON
0.69%0.81%$1,131.1万5.3万股$1,456.1万6.4万股-1.1万股-17.13%减仓
B纽约梅隆银行BK
0.67%0.54%$1,099.5万13.1万股$968.3万12.6万股+5,072股+4.02%加仓
QUANTA SVCSPWR
0.66%0.74%$1,092.5万4.3万股$1,335.5万4.2万股+727股+1.72%加仓

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