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

Lucia Wealth Services, LLC

No.11370 数据截至 2020Q4
最新持仓市值 (Q4 2020)
$4.21亿
环比变动 Q3 2020
-$484.9万-1.1%
持仓股票数
177
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
177
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 2020 市值Q4 2020 股数上季度市值上季度股数股数变动操作
强生JNJ
6.78%6.71%$2,857.8万19.2万股$2,857.8万19.2万股00.00%持仓不变
苹果AAPL
6.09%6.02%$2,567.8万22.2万股$2,567.8万22.2万股00.00%持仓不变
微软MSFT
5.52%5.46%$2,325.4万11.1万股$2,325.4万11.1万股00.00%持仓不变
BroadridgeBR
4.94%4.89%$2,082.3万15.8万股$2,082.3万15.8万股00.00%持仓不变
BBANZAI INTERNATIONAL INCPARA
4.59%4.53%$1,932.3万69.0万股$1,932.3万69.0万股00.00%持仓不变
默沙东MRK
4.39%4.34%$1,848.4万22.3万股$1,848.4万22.3万股00.00%持仓不变
金佰利KMB
3.94%3.89%$1,658.6万11.2万股$1,658.6万11.2万股00.00%持仓不变
AAlphabet Inc Class CGOOG
3.55%3.51%$1,496.1万1.0万股$1,496.1万1.0万股00.00%持仓不变
F第一信托交易所交易基金IIIHUSV
3.44%3.41%$1,451.3万53.1万股$1,451.3万53.1万股00.00%持仓不变
HERSHEY COMHSY
3.37%3.33%$1,421.3万9.9万股$1,421.3万9.9万股00.00%持仓不变
ADPADP
2.66%2.63%$1,119.8万8.0万股$1,119.8万8.0万股00.00%持仓不变
K家乐氏K
2.58%2.55%$1,087.5万16.8万股$1,087.5万16.8万股00.00%持仓不变
CLOROX DELCLX
2.49%2.46%$1,050.1万5.0万股$1,050.1万5.0万股00.00%持仓不变
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
2.24%2.22%$945.6万62.8万股$945.6万62.8万股00.00%持仓不变
IIBMIBM
2.12%2.1%$894.4万7.4万股$894.4万7.4万股00.00%持仓不变
IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG
1.84%1.81%$773.2万31.1万股$773.2万31.1万股00.00%持仓不变
SSPDR道富系列信托SPTL
1.61%1.6%$679.9万14.5万股$679.9万14.5万股00.00%持仓不变
SSPDR道富系列信托SPMB
1.57%1.56%$662.9万24.9万股$662.9万24.9万股00.00%持仓不变
ESSENTIAL PPTYS RLTY TREPRT
1.36%1.35%$574.4万18.8万股$574.4万18.8万股00.00%持仓不变
SSSGA ACTIVE ETF TRWIP
1.35%1.34%$570.3万11.6万股$570.3万11.6万股00.00%持仓不变
G通用动力VTI
1.28%1.26%$537.7万3.2万股$537.7万3.2万股00.00%持仓不变
S道富SPTI
1.19%1.17%$500.5万15.1万股$500.5万15.1万股00.00%持仓不变
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
0.86%0.85%$360.7万7.0万股$360.7万7.0万股00.00%持仓不变
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
0.82%0.81%$347.2万3.3万股$347.2万3.3万股00.00%持仓不变
MCCORMICK & COM NON VTGMKC
0.82%1.63%$343.9万3.6万股$695.4万3.6万股00.00%持仓不变
CROWN CASTLE COMCCI
0.79%0.78%$332.3万2.0万股$332.3万2.0万股00.00%持仓不变
SSSGA ACTIVE ETF TR
0.78%0.78%$330.7万3.1万股$330.7万3.1万股00.00%持仓不变
F第一信托·USTFVD
0.72%0.71%$301.9万9.6万股$301.9万9.6万股00.00%持仓不变
F第一信托·EXCHANGE-TRADED ALPFTC
0.66%0.65%$279.1万3.3万股$279.1万3.3万股00.00%持仓不变
ADOBE COMADBE
0.65%0.65%$275.1万5,609股$275.1万5,609股00.00%持仓不变
F第一信托交易所交易基金SKYY
0.65%0.64%$271.9万3.5万股$271.9万3.5万股00.00%持仓不变
SSPDR道富指数基金SPDW
0.62%0.62%$263.2万9.0万股$263.2万9.0万股00.00%持仓不变
赛富时CRM
0.62%0.61%$259.2万1.0万股$259.2万1.0万股00.00%持仓不变
TAKE-TWO INTERACTIVE SOFTWARE COMTTWO
0.61%0.6%$257.5万1.6万股$257.5万1.6万股00.00%持仓不变
ICON PUB LTD COICLR
0.61%0.6%$255.6万1.3万股$255.6万1.3万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.6%0.6%$254.9万2.0万股$254.9万2.0万股00.00%持仓不变
CCYBERARK SOFTWARECYBR
0.58%0.58%$245.3万2.4万股$245.3万2.4万股00.00%持仓不变
F第一信托交易所交易基金FYC
0.57%0.57%$241.2万5.1万股$241.2万5.1万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.56%0.56%$236.6万7,065股$236.6万7,065股00.00%持仓不变
百时美施贵宝BMY
0.55%0.54%$230.6万3.8万股$230.6万3.8万股00.00%持仓不变
阿里巴巴BABA
0.53%0.52%$223.0万7,584股$223.0万7,584股00.00%持仓不变
Meta平台META
0.51%0.51%$216.7万8,273股$216.7万8,273股00.00%持仓不变
SSPDR道富系列信托BIL
0.51%0.5%$214.7万2.3万股$214.7万2.3万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.51%0.5%$213.9万1.0万股$213.9万1.0万股00.00%持仓不变
LOWES COS COMLOW
0.44%0.44%$187.5万1.1万股$187.5万1.1万股00.00%持仓不变
PAYPAL COMPYPL
0.44%0.43%$183.6万9,320股$183.6万9,320股00.00%持仓不变
阿卡迈AKAM
0.43%0.42%$180.2万1.6万股$180.2万1.6万股00.00%持仓不变
应用材料AMAT
0.42%0.41%$176.6万3.0万股$176.6万3.0万股00.00%持仓不变
S道富MDYG
0.41%0.41%$172.9万3.0万股$172.9万3.0万股00.00%持仓不变
联合包裹UPSUPS
0.39%0.38%$163.6万9,816股$163.6万9,816股00.00%持仓不变

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