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

Intercontinental Wealth Advisors, LLC

No.11301 数据截至 2023Q2
最新持仓市值 (Q2 2023)
$4.19亿
环比变动 Q1 2023
+$2,758.6万+7.1%
持仓股票数
304
新买入
10
加仓
129
减仓
113
清仓
10
持股不变
52
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Q2 2023 市值Q2 2023 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
10.13%9.39%$4,243.2万9.6万股$3,674.0万9.0万股+5,982股+6.67%加仓
I景顺QQQ信托VOO
6.56%6.08%$2,746.9万7.4万股$2,377.2万7.4万股+287股+0.39%加仓
苹果AAPL
4.61%3.24%$1,930.5万10.0万股$1,269.4万7.7万股+2.3万股+29.29%加仓
伯克希尔哈撒韦BRK.B
3.6%3.34%$1,509.7万4.4万股$1,305.5万4.2万股+1,992股+4.71%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
2.84%2.73%$1,189.7万3.5万股$1,066.9万3.2万股+2,525股+7.87%加仓
IiShares安硕·MSCI ACWI ETFTOK
2.67%2.83%$1,119.3万11.7万股$1,106.6万12.1万股-4,727股-3.89%减仓
亚马逊AMZN
2.13%1.65%$890.4万6.8万股$644.1万6.2万股+5,942股+9.53%加仓
AARK·ETF TRARKK
1.76%1.34%$736.6万16.7万股$524.7万13.0万股+3.7万股+28.29%加仓
SSPDR黄金信托GLD
1.43%1.59%$598.5万3.4万股$620.9万3.4万股-318股-0.94%减仓
PProShares信托NOBL
1.42%1.28%$593.3万6.3万股$500.3万5.5万股+8,096股+14.76%加仓
IiShares安硕信托AGG
1.23%1.39%$515.6万5.3万股$543.8万5.5万股-1,939股-3.55%减仓
SSPDR道富指数基金WDIV
1.21%1.32%$507.5万8.8万股$518.2万8.8万股+522股+0.59%加仓
IiShares安硕EWJ
1.03%1.09%$433.2万7.0万股$426.6万7.3万股-2,715股-3.73%减仓
Meta平台META
1.03%1.13%$430.9万1.5万股$443.7万2.1万股-5,918股-28.27%减仓
PPROSHARES ULTRAPRO QQQTQQQ
0.99%0.31%$415.3万10.1万股$122.9万4.3万股+5.8万股+133.02%加仓
AAlphabet Inc Class CGOOG
0.9%0.87%$377.2万3.1万股$340.3万3.3万股-1,535股-4.69%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.82%0.84%$341.6万4.7万股$329.7万4.6万股+1,012股+2.20%加仓
谷歌AGOOGL
0.74%0.79%$310.1万2.6万股$307.3万3.0万股-3,722股-12.56%减仓
微软MSFT
0.74%0.85%$308.5万9,060股$330.8万1.1万股-2,415股-21.05%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.73%0.92%$303.7万3.7万股$359.9万4.4万股-6,340股-14.48%减仓
IiShares安硕信托IWV
0.7%0.69%$292.9万1.2万股$271.0万1.2万股00.00%持仓不变
WWATSCOWSO
0.7%0.62%$292.8万7,675股$243.4万7,649股+26股+0.34%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.68%0.71%$285.1万5,953股$278.1万6,066股-113股-1.86%减仓
摩根大通JPM
0.67%0.62%$282.7万1.9万股$244.5万1.9万股+674股+3.59%加仓
GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH
0.66%0.65%$274.4万5.0万股$253.0万5.0万股00.00%持仓不变
IiShares安硕信托ITOT
0.65%0.65%$272.4万2.8万股$254.0万2.8万股-136股-0.48%减仓
第一资本COF
0.61%0.45%$255.4万2.3万股$175.6万1.8万股+5,093股+27.89%加仓
IiShares安硕信托EEM
0.59%0.63%$246.4万6.2万股$245.8万6.2万股-1股-0.00%减仓
WELLS FARGO NEWWFC
0.59%0.49%$245.5万5.8万股$192.1万5.1万股+6,131股+11.93%加仓
应用材料AMAT
0.56%0.61%$234.7万1.6万股$240.4万2.0万股-3,329股-17.01%减仓
PProShares信托UPRO
0.55%0.26%$231.9万4.9万股$99.9万2.6万股+2.3万股+89.00%加仓
S道富SPYM
0.55%0.55%$229.9万4.4万股$213.6万4.4万股-248股-0.56%减仓
EEMERGING MARKETS INTERNET and eCOMMERCE ETFEMQQ
0.53%0.57%$221.5万7.5万股$221.2万6.9万股+6,517股+9.45%加仓
THOR INDSTHO
0.48%0.39%$200.6万1.9万股$152.6万1.9万股+214股+1.12%加仓
V先锋领航国际股票指数基金VGK
0.47%0.43%$196.2万3.2万股$167.1万2.7万股+4,379股+15.97%加仓
IiShares安硕信托IEV
0.46%0.49%$191.3万3.8万股$190.4万3.8万股-213股-0.56%减仓
SSITEONE LANDSCAPE SUPPLYSITE
0.44%0.43%$186.3万1.1万股$166.9万1.2万股-1,060股-8.69%减仓
IiShares安硕信托GVI
0.43%0.5%$181.5万1.7万股$195.6万1.8万股-1,143股-6.30%减仓
IiShares黄金信托IAU
0.43%0.47%$179.2万4.9万股$185.2万5.0万股-310股-0.63%减仓
德州仪器TXN
0.42%0.43%$175.4万9,741股$168.9万9,081股+660股+7.27%加仓
IiShares安硕·7-10YRIEF
0.42%0.43%$174.3万1.8万股$167.3万1.7万股+1,158股+6.86%加仓
IiShares安硕·RUSSELLIWM
0.4%0.42%$169.2万9,033股$166.2万9,318股-285股-3.06%减仓
ALTRIAMO
0.4%0.41%$168.5万3.7万股$162.2万3.6万股+842股+2.32%加仓
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
0.4%0.42%$167.1万5.8万股$165.8万5.8万股+3股+0.01%加仓
AAPARTMENT INCOME REIT CORP
0.4%0.45%$166.5万4.6万股$176.7万4.9万股-3,183股-6.45%减仓
HOULIHAN LOKEYHLI
0.4%0.38%$165.6万1.7万股$147.5万1.7万股-20股-0.12%减仓
V先锋领航指数基金VOO
0.39%0.32%$163.6万4,016股$127.1万3,381股+635股+18.78%加仓
英伟达NVDA
0.39%0.28%$161.4万3,815股$110.8万3,990股-175股-4.39%减仓
百事可乐PEP
0.38%0.43%$157.7万8,512股$167.7万9,197股-685股-7.45%减仓
特斯拉TSLA
0.38%0.35%$157.3万6,010股$136.1万6,560股-550股-8.38%减仓

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