13FBOX
HARVEST GROUP WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

HARVEST GROUP WEALTH MANAGEMENT, LLC

No.11254 数据截至 2023Q1
最新持仓市值 (Q1 2023)
$1.61亿
环比变动 Q4 2022
+$862.5万+5.7%
持仓股票数
189
新买入
15
加仓
44
减仓
71
清仓
16
持股不变
59
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 2023 市值Q1 2023 股数上季度市值上季度股数股数变动操作
S道富SPYV
8.49%8.54%$1,365.6万33.5万股$1,300.5万33.4万股+956股+0.29%加仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
6.07%8.54%$977.3万20.0万股$1,301.3万27.0万股-6.9万股-25.75%减仓
IiShares安硕信托IXUS
5.81%5.52%$934.7万15.1万股$841.2万14.5万股+5,538股+3.81%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
5.7%3.72%$917.4万14.1万股$566.6万10.2万股+3.9万股+38.04%加仓
S嘉信策略信托SCHR
5.32%4.43%$856.3万17.0万股$674.9万13.7万股+3.3万股+23.86%加仓
SSPDR道富指数基金SPEM
5.21%4.94%$838.2万24.6万股$752.6万22.8万股+1.7万股+7.56%加仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
4.72%5.18%$760.0万15.9万股$788.7万16.6万股-7,588股-4.56%减仓
S道富SPSM
4.56%4.87%$733.1万19.4万股$742.1万20.1万股-6,646股-3.31%减仓
iShares安硕·MBSACGL
4.53%5.93%$728.5万7.7万股$903.8万9.7万股-2.1万股-21.08%减仓
G高盛ETF信托GIGB
4.19%4.19%$673.8万14.7万股$638.8万14.5万股+2,711股+1.88%加仓
PPimco Active Bond ETFBOND
4.13%3.4%$664.4万7.2万股$517.8万5.7万股+1.4万股+25.15%加仓
V先锋领航斯科茨代尔基金VGIT
4.07%2.87%$655.1万10.9万股$436.4万7.5万股+3.5万股+46.39%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
3.09%3.17%$496.7万3.7万股$483.1万3.6万股+1,327股+3.71%加仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
2.9%3.19%$466.0万16.6万股$485.8万18.0万股-1.3万股-7.50%减仓
IiShares安硕信托IVW
2.77%2.65%$446.2万7.0万股$404.1万6.9万股+756股+1.09%加仓
IiShares安硕·RUSSELLIWB
2.65%$426.2万1.9万股$00股+1.9万股新买入
V先锋领航指数基金VBK
2.64%1.98%$424.8万2.0万股$302.1万1.5万股+4,564股+30.29%加仓
PPACER GLOBAL CASH COWS DIVIDEND ETFGCOW
2.6%0.51%$417.9万12.4万股$77.3万2.4万股+10.0万股+410.17%加仓
F第一信托交易所交易基金RDVY
2.5%2.66%$402.7万9.0万股$405.5万9.2万股-2,577股-2.79%减仓
IiShares安硕信托IMCG
2.37%2.18%$380.7万6.6万股$332.1万6.2万股+4,503股+7.31%加仓
IiShares安硕·COREIJR
2.36%1.68%$380.3万3.9万股$256.5万2.7万股+1.2万股+45.08%加仓
FIFTH THIRD BANCORP COMFITB
1.68%1.66%$270.7万8.0万股$253.6万7.7万股+2,534股+3.29%加仓
IiShares安硕信托ITOT
1.06%$170.7万1.9万股$00股+1.9万股新买入
WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE
0.89%0.59%$143.8万5.2万股$90.3万3.4万股+1.8万股+52.66%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.65%0.63%$105.1万1.5万股$96.3万1.5万股-21股-0.14%减仓
NNUVEEN ESG LARGE-CAP VALUE ETFNULV
0.64%0.74%$102.9万3.0万股$112.2万3.3万股-2,562股-7.82%减仓
IISHARES MORNINGSTAR VALUE ETFILCV
0.56%0.63%$89.6万1.4万股$96.3万1.5万股-1,212股-7.96%减仓
V先锋领航STAR基金VXUS
0.52%0.52%$83.9万1.5万股$78.8万1.5万股-43股-0.28%减仓
SSPDR道富系列信托SHE
0.45%0.41%$72.5万8,744股$62.0万7,864股+880股+11.19%加仓
VVanEck ETF信托EMLC
0.43%0.54%$69.8万3.0万股$82.0万3.6万股-5,979股-16.75%减仓
IiShares安硕信托SDG
0.43%0.48%$69.8万8,812股$73.7万9,342股-530股-5.67%减仓
V先锋领航斯科茨代尔基金VMBS
0.4%0.47%$64.8万1.4万股$71.9万1.6万股-1,877股-11.88%减仓
V先锋领航指数基金VUG
0.4%0.37%$64.8万2,596股$57.0万2,674股-78股-2.92%减仓
V先锋领航·SMALLVBR
0.4%0.49%$64.5万4,063股$75.1万4,732股-669股-14.14%减仓
I景顺交易所交易基金IIXMLV
0.35%0.43%$56.0万1.1万股$66.2万1.2万股-1,690股-13.65%减仓
NNUSHARES ETF TRNUMV
0.33%0.29%$52.5万1.8万股$43.5万1.5万股+3,661股+25.05%加仓
IiShares安硕信托HYBB
0.32%0.4%$51.1万1.2万股$60.4万1.4万股-2,457股-17.59%减仓
FFIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETFDVOL
0.28%0.37%$44.5万1.7万股$55.6万2.1万股-3,753股-17.73%减仓
IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG
0.27%0.37%$44.1万9,186股$56.0万1.2万股-2,801股-23.37%减仓
V先锋领航全球基金VGT
0.25%0.25%$39.9万1,036股$37.4万1,171股-135股-11.53%减仓
VVictory组合IIVSDA
0.24%0.28%$38.5万8,501股$42.4万9,501股-1,000股-10.53%减仓
NNUSHARES ETF TRNULG
0.21%0.21%$34.3万6,149股$32.1万6,576股-427股-6.49%减仓
IiShares安硕信托AGG
0.21%0.26%$33.8万3,392股$39.3万4,053股-661股-16.31%减仓
NNUSHARES ETF TRNUMG
0.19%0.1%$31.3万8,176股$14.9万4,231股+3,945股+93.24%加仓
S嘉信策略信托SCHE
0.19%0.19%$30.1万1.2万股$29.1万1.2万股-20股-0.16%减仓
IiShares安硕信托SUSB
0.19%0.36%$30.0万1.2万股$54.1万2.3万股-1.0万股-45.18%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.17%0.2%$27.6万1,219股$30.7万1,431股-212股-14.81%减仓
IiShares安硕信托IEI
0.16%0.21%$25.9万2,674股$31.6万3,326股-652股-19.60%减仓
苹果AAPL
0.15%0.12%$24.1万1,460股$18.5万1,421股+39股+2.74%加仓
S嘉信策略信托SCHF
0.12%0.14%$19.1万5,499股$21.7万6,741股-1,242股-18.42%减仓

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