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Aevitas Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Aevitas Wealth Management, Inc.

No.11335 数据截至 2022Q4
最新持仓市值 (Q4 2022)
$1.69亿
环比变动 Q3 2022
+$3,593.3万+27.0%
持仓股票数
114
新买入
10
加仓
76
减仓
25
清仓
4
持股不变
3
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Q4 2022 市值Q4 2022 股数上季度市值上季度股数股数变动操作
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
11.38%$1,923.4万23.7万股$00股+23.7万股新买入
微软MSFT
5.12%6.31%$865.5万3.6万股$840.0万3.6万股+22股+0.06%加仓
苹果AAPL
4.55%6.51%$768.5万5.9万股$866.2万6.3万股-3,528股-5.63%减仓
PPIMCO太平洋投资管理ETFLDUR
3.73%2.48%$630.0万6.7万股$329.5万3.5万股+3.2万股+92.09%加仓
埃克森美孚XOM
3.57%3.48%$602.9万5.5万股$462.5万5.3万股+1,685股+3.18%加仓
百事可乐PEP
3.45%3.9%$582.3万3.2万股$518.5万3.2万股+472股+1.49%加仓
强生JNJ
3.32%3.89%$561.5万3.2万股$518.2万3.2万股+65股+0.20%加仓
V先锋领航全球基金VDE
2.71%2.75%$458.4万3.8万股$366.1万3.6万股+1,752股+4.86%加仓
V先锋领航市政债券基金VTEB
2.62%0.89%$442.0万8.9万股$118.3万2.5万股+6.5万股+263.31%加仓
BBECTON DICKINSON & COMBDX
2.43%2.69%$410.7万1.6万股$357.9万1.6万股+86股+0.54%加仓
PALO ALTOPANW
2.4%3.62%$405.1万2.9万股$481.6万2.9万股-370股-1.26%减仓
V先锋领航·HEALTHVHT
2.15%2.46%$363.7万1.5万股$327.3万1.5万股+32股+0.22%加仓
S嘉信策略信托SCHD
2.14%1.69%$361.0万4.8万股$224.7万3.4万股+1.4万股+41.28%加仓
伯克希尔哈撒韦BRK.B
1.83%2.1%$309.1万1.0万股$279.2万1.0万股-450股-4.30%减仓
亚马逊AMZN
1.73%3.59%$292.5万3.5万股$477.3万4.2万股-7,420股-17.57%减仓
IiShares安硕信托IEI
1.71%1.11%$288.7万2.5万股$147.8万1.3万股+1.2万股+94.37%加仓
AAlphabet Inc Class CGOOG
1.63%2.13%$275.9万3.1万股$283.5万2.9万股+1,608股+5.45%加仓
艾伯维ABBV
1.49%1.56%$252.2万1.6万股$207.0万1.5万股+186股+1.21%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.39%1.55%$234.6万1.5万股$205.6万1.5万股+240股+1.58%加仓
宝洁PG
1.33%1.41%$224.9万1.5万股$187.0万1.5万股+27股+0.18%加仓
史赛克SYK
1.25%1.29%$211.9万8,666股$171.2万8,450股+216股+2.56%加仓
麦当劳MCD
1.23%1.33%$208.6万7,915股$177.3万7,683股+232股+3.02%加仓
可口可乐KO
1.21%1.34%$205.0万3.2万股$178.3万3.2万股+406股+1.28%加仓
埃森哲ACN
1.13%1.38%$191.0万7,157股$183.9万7,146股+11股+0.15%加仓
V先锋领航全球基金VFH
1.12%1.27%$189.1万2.3万股$169.4万2.3万股+93股+0.41%加仓
万事达MA
0.96%0.99%$161.4万4,642股$132.1万4,646股-4股-0.09%减仓
AMGEN COMAMGN
0.89%0.97%$151.1万5,752股$129.4万5,740股+12股+0.21%加仓
星座品牌STZ
0.89%1.12%$150.1万6,478股$148.6万6,470股+8股+0.12%加仓
REALTY INCOME COMO
0.87%1.03%$147.0万2.3万股$137.5万2.4万股-449股-1.90%减仓
V先锋领航白厅基金VYM
0.87%0.89%$146.3万1.4万股$118.4万1.2万股+1,037股+8.31%加仓
CVS健康CVS
0.84%0.97%$142.5万1.5万股$129.7万1.4万股+1,690股+12.42%加仓
联合包裹UPSUPS
0.79%0.88%$133.5万7,682股$117.3万7,264股+418股+5.75%加仓
Truist金融TFC
0.79%1.04%$133.5万3.1万股$139.0万3.2万股-896股-2.81%减仓
安桥ENB
0.77%0.93%$130.0万3.3万股$123.3万3.3万股+8股+0.02%加仓
AMERICAN TOWER COMAMT
0.75%0.94%$126.6万5,976股$125.6万5,851股+125股+2.14%加仓
联合健康UNH
0.73%0.88%$123.2万2,323股$117.2万2,320股+3股+0.13%加仓
诺华NVS
0.72%0.76%$121.0万1.3万股$100.6万1.3万股+105股+0.79%加仓
WELLTOWER COMWELL
0.7%0.93%$118.7万1.8万股$124.4万1.9万股-1,236股-6.39%减仓
阿里拉姆制药ALNY
0.69%0.71%$116.4万4,896股$94.6万4,727股+169股+3.58%加仓
COMCAST NEW CL ACMCSA
0.63%0.93%$106.1万3.0万股$123.1万4.2万股-1.2万股-27.69%减仓
艾默生电气EMR
0.61%0.59%$103.0万1.1万股$78.4万1.1万股+18股+0.17%加仓
COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH
0.56%0.8%$94.7万1.7万股$106.6万1.9万股-1,998股-10.77%减仓
美国电力AEP
0.54%0.63%$91.9万9,674股$83.4万9,643股+31股+0.32%加仓
AAT&TT
0.54%$91.0万4.9万股$00股+4.9万股新买入
PUBLIC SVC ENTERPRISE COMPEG
0.53%0.62%$90.1万1.5万股$82.4万1.5万股+53股+0.36%加仓
雷神技术RTX
0.53%0.54%$89.3万8,845股$72.5万8,856股-11股-0.12%减仓
谷歌AGOOGL
0.5%0.62%$85.1万9,640股$82.8万8,660股+980股+11.32%加仓
PAYCHEX COMPAYX
0.48%0.5%$80.9万7,000股$67.1万5,980股+1,020股+17.06%加仓
高露洁CL
0.48%0.54%$80.7万1.0万股$71.9万1.0万股+10股+0.10%加仓
PPIMCO太平洋投资管理ETFMINT
0.47%$79.8万8,092股$00股+8,092股新买入

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