13FBOX
Ellenbecker Investment Group · 13F 持仓分析
期权收益计算器 机构排行

Ellenbecker Investment Group

No.3491
最新持仓市值 (Q2 2026)
$6.93亿
环比变动 Q1 2026
-$4,823.8万-6.5%
持仓股票数
131
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
131
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
26.94%25.19%$1.87亿28.6万股$1.87亿28.6万股00.00%持仓不变
IiShares安硕信托AGG
11.78%11.01%$8,161.8万82.2万股$8,161.8万82.2万股00.00%持仓不变
V先锋领航·FTSEVEA
9.5%8.88%$6,580.9万102.7万股$6,580.9万102.7万股00.00%持仓不变
V先锋领航指数基金VB
7.83%7.32%$5,429.7万20.7万股$5,429.7万20.7万股00.00%持仓不变
PPIMCO太平洋投资管理ETFPYLD
6.48%6.06%$4,489.0万171.3万股$4,489.0万171.3万股00.00%持仓不变
IiShares安硕信托IWD
4.52%4.23%$3,135.3万14.7万股$3,135.3万14.7万股00.00%持仓不变
V先锋领航·FSTEVWO
4.15%3.88%$2,874.5万53.2万股$2,874.5万53.2万股00.00%持仓不变
S道富SPMD
3.26%3.05%$2,260.6万38.2万股$2,260.6万38.2万股00.00%持仓不变
IiShares安硕信托AOA
2.76%2.58%$1,913.8万21.6万股$1,913.8万21.6万股00.00%持仓不变
IiShares安硕·RUSSELLIWF
2.68%8.62%$1,857.0万15.0万股$6,386.4万15.0万股00.00%持仓不变
苹果AAPL
1.38%1.29%$956.1万3.8万股$956.1万3.8万股00.00%持仓不变
IiShares安硕信托AOR
1.36%1.27%$940.2万14.6万股$940.2万14.6万股00.00%持仓不变
IiShares安硕·COREIJR
1.21%1.14%$841.8万6.8万股$841.8万6.8万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.95%0.89%$657.5万1.0万股$657.5万1.0万股00.00%持仓不变
PPGIM ETF TRPHYL
0.91%0.85%$632.4万18.3万股$632.4万18.3万股00.00%持仓不变
FFASTENAL COMFAST
0.6%0.56%$416.2万9.0万股$416.2万9.0万股00.00%持仓不变
微软MSFT
0.59%0.55%$409.6万1.1万股$409.6万1.1万股00.00%持仓不变
IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM
0.55%0.52%$384.6万8.1万股$384.6万8.1万股00.00%持仓不变
英伟达NVDA
0.53%0.5%$370.7万2.1万股$370.7万2.1万股00.00%持仓不变
PHILIP MORRIS INTLPM
0.52%0.49%$360.2万2.2万股$360.2万2.2万股00.00%持仓不变
卡特彼勒CAT
0.51%0.48%$356.4万5,030股$356.4万5,030股00.00%持仓不变
S嘉信策略信托SCHD
0.48%0.45%$333.8万10.9万股$333.8万10.9万股00.00%持仓不变
WWEC ENERGY COMIDU
0.36%0.34%$248.8万2.1万股$248.8万2.1万股00.00%持仓不变
SSPDR道富系列信托SDY
0.32%0.3%$219.3万1.5万股$219.3万1.5万股00.00%持仓不变
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.31%0.29%$217.8万2.2万股$217.8万2.2万股00.00%持仓不变
ALTRIAMO
0.3%0.28%$208.0万3.2万股$208.0万3.2万股00.00%持仓不变
V先锋领航指数基金VV
0.27%0.25%$186.0万6,225股$186.0万6,225股00.00%持仓不变
亚马逊AMZN
0.26%0.25%$183.0万8,787股$183.0万8,787股00.00%持仓不变
PPGIM ULTRAPULS
0.26%0.25%$182.4万3.7万股$182.4万3.7万股00.00%持仓不变
沃尔玛WMT
0.26%0.24%$177.9万1.4万股$177.9万1.4万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.22%0.2%$149.8万3,126股$149.8万3,126股00.00%持仓不变
IiShares安硕·RUSSELLIWM
0.21%0.19%$144.4万5,823股$144.4万5,823股00.00%持仓不变
埃克森美孚XOM
0.21%0.19%$142.7万8,412股$142.7万8,412股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.2%0.19%$139.6万4,865股$139.6万4,865股00.00%持仓不变
艾伯维ABBV
0.18%0.17%$128.1万5,888股$128.1万5,888股00.00%持仓不变
霍尼韦尔HON
0.18%0.17%$126.6万5,603股$126.6万5,603股00.00%持仓不变
IiShares安硕信托USRT
0.17%0.16%$116.7万2.0万股$116.7万2.0万股00.00%持仓不变
V先锋领航国际股票指数基金VEU
0.17%0.15%$114.8万1.5万股$114.8万1.5万股00.00%持仓不变
IiShares安硕信托IEFA
0.16%0.15%$111.2万1.2万股$111.2万1.2万股00.00%持仓不变
V先锋领航·MIDVO
0.16%0.52%$109.8万1.4万股$389.2万1.4万股00.00%持仓不变
强生JNJ
0.16%0.15%$108.5万4,438股$108.5万4,438股00.00%持仓不变
特斯拉TSLA
0.16%0.15%$108.4万2,917股$108.4万2,917股00.00%持仓不变
DDimensional维度ETF信托DFIV
0.15%0.14%$102.7万1.9万股$102.7万1.9万股00.00%持仓不变
联合健康UNH
0.15%0.14%$101.5万3,749股$101.5万3,749股00.00%持仓不变
百事可乐PEP
0.14%0.13%$99.1万6,383股$99.1万6,383股00.00%持仓不变
谷歌AGOOGL
0.14%0.13%$98.7万3,433股$98.7万3,433股00.00%持仓不变
V先锋领航·TOTALBND
0.14%0.13%$97.5万1.3万股$97.5万1.3万股00.00%持仓不变
伊顿ETN
0.14%0.13%$97.1万2,714股$97.1万2,714股00.00%持仓不变
ENTERPRISE PRODS PARTNERS LEPD
0.14%0.13%$96.0万2.5万股$96.0万2.5万股00.00%持仓不变
FFiservFISV
0.14%0.13%$94.8万1.7万股$94.8万1.7万股00.00%持仓不变

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