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

BDO Wealth Advisors, LLC

No.11308 数据截至 2023Q2
最新持仓市值 (Q2 2023)
$8.72亿
环比变动 Q1 2023
+$5,646.2万+6.9%
持仓股票数
978
新买入
31
加仓
364
减仓
154
清仓
109
持股不变
429
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
IiShares安硕信托IEFA
6.64%7.1%$5,792.2万85.8万股$5,792.1万86.6万股-8,326股-0.96%减仓
I景顺交易所交易基金信托RSP
5.2%5.51%$4,534.3万30.3万股$4,490.3万31.0万股-7,477股-2.41%减仓
IiShares安硕·MSCI EAFE ETFEFA
4.57%4.89%$3,984.3万55.0万股$3,990.3万55.8万股-8,370股-1.50%减仓
IiShares安硕·COREIJH
4.13%4.16%$3,601.3万13.8万股$3,393.7万13.6万股+2,064股+1.52%加仓
IiShares安硕信托IVV
3.68%3.6%$3,209.8万7.2万股$2,939.1万7.1万股+518股+0.72%加仓
IiShares安硕IEMG
3.29%3.51%$2,870.1万58.2万股$2,865.9万58.7万股-5,120股-0.87%减仓
苹果AAPL
3.1%2.76%$2,705.1万13.9万股$2,250.0万13.6万股+3,010股+2.21%加仓
PPIMCO太平洋投资管理ETFMINT
3.07%3.17%$2,677.0万26.8万股$2,585.2万26.0万股+7,872股+3.02%加仓
V先锋领航斯科茨代尔基金BSV
2.76%3.03%$2,410.6万31.9万股$2,474.0万32.5万股-5,933股-1.83%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
1.89%1.94%$1,643.6万3.4万股$1,580.6万3.4万股-160股-0.46%减仓
BBANK OF AMERBAC
1.81%0.33%$1,577.9万55.0万股$266.1万9.3万股+45.7万股+491.13%加仓
V先锋领航·FSTEVWO
1.77%1.9%$1,547.2万38.0万股$1,548.6万38.3万股-2,963股-0.77%减仓
IiShares安硕信托IXUS
1.69%1.75%$1,471.9万23.5万股$1,423.2万23.0万股+5,317股+2.31%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
1.62%1.63%$1,415.2万27.2万股$1,329.4万26.9万股+2,773股+1.03%加仓
IiShares安硕·S&PIVE
1.57%1.64%$1,372.2万8.5万股$1,333.9万8.8万股-2,764股-3.14%减仓
微软MSFT
1.45%1.28%$1,267.3万3.7万股$1,045.6万3.6万股+948股+2.61%加仓
SSPDR标普500 ETFSPY
1.26%1.43%$1,094.2万2.5万股$1,163.3万2.8万股-3,731股-13.13%减仓
IiShares安硕信托EEM
1.24%1.35%$1,081.6万27.3万股$1,097.0万27.8万股-4,593股-1.65%减仓
IiShares安硕信托IVW
1.17%1.18%$1,020.7万14.5万股$959.5万15.0万股-5,355股-3.57%减仓
V先锋领航·FTSEVEA
1.01%1.14%$876.6万19.0万股$926.1万20.5万股-1.5万股-7.41%减仓
IiShares安硕信托ITOT
0.96%0.95%$840.5万8.6万股$774.1万8.5万股+424股+0.50%加仓
V先锋领航债券指数基金BSV
0.93%1.71%$807.3万10.7万股$1,397.6万18.3万股-7.6万股-41.53%减仓
谷歌AGOOGL
0.86%0.71%$753.9万6.3万股$580.0万5.6万股+7,070股+12.64%加仓
Meta平台META
0.77%0.54%$672.9万2.3万股$443.5万2.1万股+2,521股+12.05%加仓
摩根大通JPM
0.77%0.73%$672.3万4.6万股$598.5万4.6万股+292股+0.64%加仓
V先锋领航·TOTALBND
0.74%0.84%$641.7万8.8万股$682.3万9.2万股-4,128股-4.47%减仓
IiShares安硕·COREIJR
0.73%1.11%$634.5万6.4万股$904.6万9.4万股-3.0万股-31.93%减仓
科磊KLAC
0.72%0.63%$623.9万1.3万股$514.7万1.3万股-30股-0.23%减仓
亚马逊AMZN
0.7%0.53%$612.2万4.7万股$431.9万4.2万股+5,151股+12.32%加仓
英伟达NVDA
0.67%0.47%$582.2万1.4万股$379.6万1.4万股+97股+0.71%加仓
V先锋领航·MIDVO
0.66%0.72%$573.5万2.6万股$587.4万2.8万股-1,800股-6.46%减仓
PIMCO·DYNAMIC INCOMEPDI
0.61%0.61%$534.7万28.5万股$495.8万27.5万股+1.0万股+3.66%加仓
思科CSCO
0.56%0.59%$486.2万9.4万股$481.0万9.2万股+1,963股+2.13%加仓
IiShares安硕信托PFF
0.56%0.6%$485.0万15.7万股$492.1万15.8万股-824股-0.52%减仓
伯克希尔哈撒韦BRK.B
0.52%0.36%$454.7万1.3万股$289.7万9,381股+3,953股+42.14%加仓
ADOBE COMADBE
0.52%0.01%$452.8万9,259股$9.2万238股+9,021股+3,790.34%加仓
IiShares安硕·MSCIQUAL
0.52%0.48%$452.6万3.4万股$390.1万3.1万股+2,115股+6.73%加仓
SSPDR道富系列信托SHM
0.49%0.53%$428.3万9.1万股$434.4万9.1万股-311股-0.34%减仓
家得宝HD
0.48%0.5%$419.6万1.4万股$405.2万1.4万股-222股-1.62%减仓
万事达MA
0.48%0.42%$416.9万1.1万股$346.5万9,535股+1,066股+11.18%加仓
FFiservFISV
0.47%0.46%$413.7万3.3万股$373.2万3.3万股-225股-0.68%减仓
MICROCHIP TECHNOLOGYMCHP
0.47%0.03%$406.7万4.5万股$26.2万3,133股+4.2万股+1,348.83%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.47%0.44%$405.8万1.7万股$356.4万1.7万股-182股-1.04%减仓
T赛默飞世尔TMO
0.46%0.55%$403.2万7,729股$446.8万7,752股-23股-0.30%减仓
FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW
0.46%0.46%$399.3万3.7万股$376.9万3.7万股-89股-0.24%减仓
V先锋领航指数基金VUG
0.45%0.14%$396.6万1.4万股$114.7万4,598股+9,417股+204.81%加仓
IiShares安硕信托EFV
0.45%0.48%$391.9万8.0万股$393.0万8.1万股-918股-1.13%减仓
MCKESSON COMMCK
0.45%0.4%$391.0万9,150股$325.7万9,147股+3股+0.03%加仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
0.45%$390.3万14.1万股$00股+14.1万股新买入
赛富时CRM
0.44%0.45%$387.6万1.8万股$364.9万1.8万股+80股+0.44%加仓

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