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Clear Perspective Advisors, LLC · 13F 持仓分析
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Clear Perspective Advisors, LLC

No.11291 数据截至 2022Q1
最新持仓市值 (Q1 2022)
$3.28亿
环比变动 Q4 2021
-$187.9万-0.6%
持仓股票数
181
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
181
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 2022 市值Q1 2022 股数上季度市值上季度股数股数变动操作
S道富SPYM
17.24%17.14%$5,646.1万101.1万股$5,646.1万101.1万股00.00%持仓不变
S嘉信策略信托SCHD
7.31%7.27%$2,393.5万29.6万股$2,393.5万29.6万股00.00%持仓不变
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
5.99%5.96%$1,962.9万39.3万股$1,962.9万39.3万股00.00%持仓不变
V先锋领航指数基金VOO
4.34%4.31%$1,421.5万3.3万股$1,421.5万3.3万股00.00%持仓不变
RRBB FDTMFC
4.31%4.29%$1,411.8万32.0万股$1,411.8万32.0万股00.00%持仓不变
苹果AAPL
3.94%3.92%$1,291.7万7.3万股$1,291.7万7.3万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
2.87%2.86%$941.3万3.1万股$941.3万3.1万股00.00%持仓不变
微软MSFT
2.86%2.85%$937.3万2.8万股$937.3万2.8万股00.00%持仓不变
AAlphabet Inc Class CGOOG
2.05%2.04%$671.6万2,321股$671.6万2,321股00.00%持仓不变
V先锋领航市政债券基金VTEB
1.81%1.8%$592.5万10.8万股$592.5万10.8万股00.00%持仓不变
亚马逊AMZN
1.8%1.79%$590.8万1,772股$590.8万1,772股00.00%持仓不变
英伟达NVDA
1.65%1.64%$539.0万1.8万股$539.0万1.8万股00.00%持仓不变
V先锋领航指数基金VUG
1.53%1.52%$500.7万1.6万股$500.7万1.6万股00.00%持仓不变
IiShares安硕·COREIJH
1.21%1.21%$397.1万1.4万股$397.1万1.4万股00.00%持仓不变
IiShares安硕·COREIJR
1.15%1.14%$377.0万3.3万股$377.0万3.3万股00.00%持仓不变
V先锋领航指数基金VB
1.07%1.06%$349.7万1.5万股$349.7万1.5万股00.00%持仓不变
I景顺交易所交易基金IISPHB
0.98%0.97%$320.8万4.1万股$320.8万4.1万股00.00%持仓不变
VisaV
0.97%0.97%$319.1万1.5万股$319.1万1.5万股00.00%持仓不变
万事达MA
0.96%0.96%$314.8万8,761股$314.8万8,761股00.00%持仓不变
V先锋领航斯科茨代尔基金VGIT
0.92%0.92%$302.4万4.5万股$302.4万4.5万股00.00%持仓不变
V先锋领航·TOTALBND
0.88%0.87%$286.9万3.4万股$286.9万3.4万股00.00%持仓不变
VVanEck ETF信托OIH
0.85%0.85%$279.5万1.5万股$279.5万1.5万股00.00%持仓不变
V先锋领航指数基金VTV
0.82%0.82%$270.0万1.8万股$270.0万1.8万股00.00%持仓不变
SSPDR行业精选信托XLE
0.75%0.74%$244.9万4.4万股$244.9万4.4万股00.00%持仓不变
S道富SPSM
0.72%0.71%$234.6万5.2万股$234.6万5.2万股00.00%持仓不变
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.66%0.66%$217.5万1.5万股$217.5万1.5万股00.00%持仓不变
联合太平洋铁路UNP
0.64%0.64%$209.7万8,323股$209.7万8,323股00.00%持仓不变
特斯拉TSLA
0.64%0.63%$208.7万1,975股$208.7万1,975股00.00%持仓不变
V先锋领航白厅基金VYM
0.59%0.59%$194.2万1.7万股$194.2万1.7万股00.00%持仓不变
SSTATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETFSHM
0.59%0.58%$192.6万3.9万股$192.6万3.9万股00.00%持仓不变
谷歌AGOOGL
0.56%0.56%$183.4万633股$183.4万633股00.00%持仓不变
S道富SPMD
0.56%0.56%$183.3万3.7万股$183.3万3.7万股00.00%持仓不变
Meta平台META
0.52%0.78%$170.3万7,672股$258.0万7,672股00.00%持仓不变
SSPDR标普500 ETFSPY
0.5%0.5%$165.2万3,479股$165.2万3,479股00.00%持仓不变
强生JNJ
0.5%0.5%$164.2万9,600股$164.2万9,600股00.00%持仓不变
摩根大通JPM
0.5%0.49%$162.4万1.0万股$162.4万1.0万股00.00%持仓不变
SSPDR道富指数基金SPDW
0.49%0.49%$161.0万4.4万股$161.0万4.4万股00.00%持仓不变
LOWES COS COMLOW
0.49%0.48%$159.6万6,175股$159.6万6,175股00.00%持仓不变
迪士尼DIS
0.48%0.48%$158.2万1.0万股$158.2万1.0万股00.00%持仓不变
英特尔INTC
0.45%0.45%$148.2万2.9万股$148.2万2.9万股00.00%持仓不变
宣伟SHW
0.45%0.45%$147.9万4,201股$147.9万4,201股00.00%持仓不变
V先锋领航指数基金VXF
0.42%0.42%$137.9万7,541股$137.9万7,541股00.00%持仓不变
贝莱德·INC COMBLK
0.39%0.38%$126.6万1,383股$126.6万1,383股00.00%持仓不变
麦当劳MCD
0.38%0.38%$125.8万4,692股$125.8万4,692股00.00%持仓不变
联合健康UNH
0.38%0.38%$125.1万2,492股$125.1万2,492股00.00%持仓不变
AMGEN COMAMGN
0.36%0.36%$117.2万5,211股$117.2万5,211股00.00%持仓不变
宝洁PG
0.36%0.36%$117.1万7,158股$117.1万7,158股00.00%持仓不变
甲骨文ORCL
0.36%0.35%$116.9万1.3万股$116.9万1.3万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.36%0.35%$116.7万6,792股$116.7万6,792股00.00%持仓不变
百事可乐PEP
0.36%0.35%$116.6万6,710股$116.6万6,710股00.00%持仓不变

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