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Avitas Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Avitas Wealth Management LLC

No.3405 数据截至 2024Q4
最新持仓市值 (Q4 2024)
$7.23亿
环比变动 Q3 2024
+$1,154.8万+1.6%
持仓股票数
190
新买入
7
加仓
74
减仓
109
清仓
14
持股不变
0
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 2024 市值Q4 2024 股数上季度市值上季度股数股数变动操作
苹果AAPL
6.24%5.99%$4,508.3万18.0万股$4,258.5万18.3万股-2,739股-1.50%减仓
英伟达NVDA
6.1%5.67%$4,413.0万32.9万股$4,030.8万33.2万股-3,307股-1.00%减仓
微软MSFT
4.87%5.12%$3,524.6万8.4万股$3,640.6万8.5万股-985股-1.16%减仓
谷歌AGOOGL
3.81%3.42%$2,753.0万14.5万股$2,432.3万14.7万股-1,223股-0.83%减仓
亚马逊AMZN
3.47%3.04%$2,508.4万11.4万股$2,162.7万11.6万股-1,733股-1.49%减仓
好市多COST
3.02%2.96%$2,180.8万2.4万股$2,106.4万2.4万股+41股+0.17%加仓
摩根大通JPM
2.29%2.04%$1,657.0万6.9万股$1,449.5万6.9万股+385股+0.56%加仓
特斯拉TSLA
2.13%1.43%$1,541.5万3.8万股$1,016.0万3.9万股-664股-1.71%减仓
礼来LLY
2.1%2.25%$1,521.8万2.0万股$1,602.7万1.8万股+1,623股+8.97%加仓
沃尔玛WMT
2.06%1.86%$1,491.6万16.5万股$1,324.5万16.4万股+1,066股+0.65%加仓
IiShares安硕信托IVW
1.95%1.88%$1,412.0万13.9万股$1,340.1万14.0万股-876股-0.63%减仓
博通AVGO
1.93%1.49%$1,397.2万6.0万股$1,057.0万6.1万股-1,010股-1.65%减仓
Meta平台META
1.89%1.9%$1,369.8万2.3万股$1,350.4万2.4万股-196股-0.83%减仓
IiShares安硕·S&PIVE
1.72%1.8%$1,246.6万6.5万股$1,279.9万6.5万股+397股+0.61%加仓
摩根士丹利MS
1.38%1.15%$996.2万7.9万股$820.2万7.9万股+557股+0.71%加仓
伊顿ETN
1.32%1.33%$955.3万2.9万股$947.4万2.9万股+200股+0.70%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.28%0.33%$922.0万6.7万股$234.4万1.5万股+5.2万股+340.28%加仓
IiShares安硕信托HYG
1.2%1.13%$864.9万11.0万股$801.8万10.0万股+1.0万股+10.13%加仓
美国运通AXP
1.16%1.07%$839.4万2.8万股$761.4万2.8万股+207股+0.74%加仓
联合健康UNH
1.14%1.36%$827.5万1.6万股$966.8万1.7万股-178股-1.08%减仓
应用材料AMAT
1.13%1.14%$817.0万5.0万股$813.4万4.0万股+9,980股+24.79%加仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
1.12%1.14%$810.1万28.3万股$811.7万27.6万股+6,567股+2.38%加仓
IiShares安硕信托TLT
1.07%1.2%$774.1万8.9万股$853.7万8.7万股+1,618股+1.86%加仓
QUANTA SVCSPWR
0.91%0.88%$660.6万2.1万股$628.0万2.1万股-161股-0.76%减仓
VisaV
0.87%0.77%$630.7万2.0万股$550.4万2.0万股-63股-0.31%减仓
麦当劳MCD
0.87%0.92%$627.8万2.2万股$655.7万2.2万股+123股+0.57%加仓
万事达MA
0.87%0.84%$627.2万1.2万股$594.2万1.2万股-122股-1.01%减仓
埃克森美孚XOM
0.83%0.91%$598.3万5.6万股$649.5万5.5万股+203股+0.37%加仓
SSPDR行业精选信托XLK
0.79%0.82%$567.6万2.4万股$581.8万2.6万股-1,359股-5.27%减仓
家得宝HD
0.78%0.84%$567.0万1.5万股$595.1万1.5万股-110股-0.75%减仓
默沙东MRK
0.76%0.76%$553.0万5.6万股$541.9万4.8万股+7,863股+16.48%加仓
黑石集团BX
0.72%0.65%$521.9万3.0万股$459.8万3.0万股+241股+0.80%加仓
AMD超威AMD
0.7%0.98%$502.8万4.2万股$695.5万4.2万股-768股-1.81%减仓
KKKR & COMKKR
0.69%0.63%$500.8万3.4万股$445.6万3.4万股-270股-0.79%减仓
霍尼韦尔HON
0.69%0.64%$500.1万2.2万股$454.7万2.2万股+144股+0.65%加仓
VALERO ENERGY COMVLO
0.68%0.75%$491.0万4.0万股$536.6万4.0万股+309股+0.78%加仓
DANAHER DEL COMDHR
0.66%0.82%$478.5万2.1万股$583.5万2.1万股-143股-0.68%减仓
NETFLIXNFLX
0.64%0.52%$460.2万5,163股$369.7万5,212股-49股-0.94%减仓
CCIGNALIBD
0.63%0.71%$457.2万1.7万股$505.0万1.5万股+1,978股+13.57%加仓
伯克希尔哈撒韦BRK.B
0.61%0.62%$439.2万9,690股$443.0万9,626股+64股+0.66%加仓
强生JNJ
0.6%0.68%$436.5万3.0万股$486.2万3.0万股+182股+0.61%加仓
Q高通QCOM
0.59%0.67%$426.2万2.8万股$476.0万2.8万股-251股-0.90%减仓
SSPDR行业精选信托XLU
0.57%0.62%$411.3万5.4万股$439.5万5.4万股-68股-0.12%减仓
INTERCONTINENTAL EXCHANGE COMICE
0.56%0.61%$401.9万2.7万股$430.6万2.7万股+163股+0.61%加仓
TARGET COMTGT
0.56%0.65%$401.6万3.0万股$460.6万3.0万股+156股+0.53%加仓
PPROLOGIS COMPLD
0.53%0.64%$381.8万3.6万股$452.8万3.6万股+265股+0.74%加仓
安费诺APH
0.52%0.5%$378.5万5.4万股$355.7万5.5万股-90股-0.16%减仓
Arista网络ANET
0.5%0.45%$364.3万3.3万股$318.5万8,297股+2.5万股+297.26%加仓
摩托罗拉解决方案MSI
0.48%0.48%$350.5万7,583股$338.6万7,530股+53股+0.70%加仓
艾伯维ABBV
0.48%0.55%$348.4万2.0万股$391.4万2.0万股-211股-1.06%减仓

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