13FBOX
Successful Portfolios LLC · 13F 持仓分析
期权收益计算器 机构排行

Successful Portfolios LLC

No.6916 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.14亿
环比变动 Q1 2026
+$3,271.0万+18.0%
持仓股票数
199
新买入
12
加仓
52
减仓
91
清仓
1
持股不变
44
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 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
5.06%4.98%$1,083.5万1.4万股$902.7万1.4万股+372股+2.67%加仓
V先锋领航债券指数基金BSV
4.37%4.72%$934.9万12.0万股$857.0万10.9万股+1.1万股+10.19%加仓
SSPDR标普500 ETFSPY
4.36%4.42%$934.5万1.2万股$802.2万1.3万股-112股-0.89%减仓
G通用动力VTI
3.54%3.44%$758.5万2.0万股$623.4万2.0万股+768股+3.92%加仓
苹果AAPL
2.92%2.75%$624.7万2.0万股$498.5万2.0万股-146股-0.73%减仓
SSPDR行业精选信托XLK
2.84%2.31%$607.7万3.3万股$419.3万3.2万股+604股+1.88%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
2.84%2.88%$607.3万20.8万股$522.0万20.9万股-589股-0.28%减仓
英伟达NVDA
2.73%2.66%$584.8万2.9万股$482.9万2.9万股-281股-0.97%减仓
沃尔玛WMT
2.7%3.5%$578.6万5.1万股$634.2万5.1万股-134股-0.26%减仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
2.59%2.98%$554.2万23.0万股$541.1万22.3万股+7,218股+3.24%加仓
美光科技MU
2.27%0.87%$485.3万4,902股$158.7万4,902股00.00%持仓不变
AMD超威AMD
2.1%0.9%$450.5万8,197股$163.7万8,269股-72股-0.87%减仓
微软MSFT
2.08%2.34%$445.3万1.2万股$425.3万1.2万股-85股-0.73%减仓
IiShares安硕信托SGOV
1.74%1.84%$373.4万3.7万股$333.3万3.3万股+4,043股+12.21%加仓
应用材料AMAT
1.71%1.13%$366.9万6,142股$205.5万6,143股-1股-0.02%减仓
亚马逊AMZN
1.54%1.53%$329.8万1.3万股$277.9万1.4万股-202股-1.49%减仓
V先锋领航斯科茨代尔基金VGSH
1.4%1.64%$299.9万5.2万股$297.6万5.1万股+807股+1.59%加仓
谷歌AGOOGL
1.4%1.31%$299.3万8,354股$237.0万8,512股-158股-1.86%减仓
AAlphabet Inc Class CGOOG
1.38%1.27%$294.5万8,275股$230.7万8,320股-45股-0.54%减仓
家得宝HD
1.37%1.55%$293.9万8,580股$281.3万8,577股+3股+0.03%加仓
S嘉信·USSCHX
1.24%1.3%$265.5万8.9万股$235.5万9.2万股-2,686股-2.92%减仓
G高盛ETF信托GBIL
1.13%1.17%$241.3万2.4万股$213.0万2.1万股+2,882股+13.56%加仓
V先锋领航STAR基金VXUS
1.02%1.11%$218.5万2.6万股$201.5万2.6万股-717股-2.72%减仓
V先锋领航·SPECIALIZED FUNDSVIG
1.01%1.03%$215.3万9,018股$186.6万8,706股+312股+3.58%加仓
S道富XLI
0.96%0.99%$205.3万1.1万股$180.2万1.1万股-5股-0.04%减仓
V先锋领航债券指数基金BIV
0.92%0.82%$196.2万2.6万股$148.7万1.9万股+6,537股+33.91%加仓
V先锋领航指数基金VXF
0.91%0.9%$194.8万8,060股$162.8万7,974股+86股+1.08%加仓
杜克能源DUK
0.9%1.11%$193.2万1.5万股$202.1万1.5万股00.00%持仓不变
SSONY SPONSORED ADRSONY
0.89%1.02%$191.6万9.2万股$185.3万9.3万股-1,395股-1.50%减仓
INTERACTIVE BROKERS GROUP INC COM CL AIBKR
0.88%0.73%$188.9万2.0万股$131.8万2.0万股-263股-1.30%减仓
V先锋领航国际股票指数基金VT
0.87%0.83%$186.0万1.2万股$151.3万1.1万股+734股+6.62%加仓
SSPDR行业精选信托XLF
0.82%0.85%$174.5万3.1万股$154.3万3.2万股-204股-0.65%减仓
S嘉信策略信托SCHR
0.81%0.95%$173.3万7.1万股$171.6万6.9万股+1,831股+2.66%加仓
IiShares安硕信托STIP
0.8%0.9%$171.3万1.7万股$162.7万1.6万股+1,174股+7.46%加仓
礼来LLY
0.73%0.66%$157.2万1,305股$119.2万1,323股-18股-1.36%减仓
S嘉信策略信托SCHF
0.69%0.68%$147.9万5.4万股$123.1万5.0万股+3,804股+7.62%加仓
雷神技术RTX
0.67%0.75%$144.1万7,380股$136.0万7,241股+139股+1.92%加仓
V先锋领航·INSTL INDEX FDVBIL
0.57%0.39%$122.9万1.6万股$71.4万9,441股+6,829股+72.33%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
0.57%0.67%$122.3万4.2万股$120.8万4.1万股+859股+2.07%加仓
艾伯维ABBV
0.57%0.59%$122.2万4,909股$106.4万4,972股-63股-1.27%减仓
宝洁PG
0.56%0.66%$120.5万8,199股$119.8万8,285股-86股-1.04%减仓
V先锋领航·MALVERN FDSVTIP
0.54%0.64%$115.4万2.3万股$115.8万2.3万股+51股+0.22%加仓
强生JNJ
0.51%0.57%$109.3万4,234股$103.6万4,259股-25股-0.59%减仓
可口可乐KO
0.51%0.55%$108.7万1.3万股$100.3万1.3万股-78股-0.59%减仓
N新纪元能源NEE
0.48%0.59%$102.4万1.2万股$107.2万1.2万股+90股+0.78%加仓
IiShares安硕信托AGG
0.47%0.48%$99.9万1.0万股$87.0万8,768股+1,420股+16.20%加仓
埃克森美孚XOM
0.47%0.68%$99.7万7,209股$123.9万7,252股-43股-0.59%减仓
摩根大通JPM
0.46%0.49%$99.2万2,952股$88.4万3,043股-91股-2.99%减仓
S嘉信策略信托SCHD
0.46%0.45%$97.5万3.0万股$82.4万2.7万股+3,246股+12.09%加仓
康宁GLW
0.45%0.36%$96.1万5,009股$66.0万5,044股-35股-0.69%减仓

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