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

Altium Wealth Management LLC

No.11409 数据截至 2022Q3
最新持仓市值 (Q3 2022)
$13.66亿
环比变动 Q2 2022
-$2,245.7万-1.6%
持仓股票数
374
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
374
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Q3 2022 市值Q3 2022 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
12.26%12.06%$1.67亿48.3万股$1.67亿48.3万股00.00%持仓不变
IiShares安硕信托IEFA
9.35%9.2%$1.28亿217.2万股$1.28亿217.2万股00.00%持仓不变
IiShares安硕·COREIJH
4.94%4.86%$6,756.1万29.9万股$6,756.1万29.9万股00.00%持仓不变
IiShares安硕IEMG
4.45%4.38%$6,083.7万124.0万股$6,083.7万124.0万股00.00%持仓不变
V先锋领航·FTSEVEA
4.29%4.22%$5,862.2万143.7万股$5,862.2万143.7万股00.00%持仓不变
苹果AAPL
3.18%3.13%$4,342.5万31.8万股$4,342.5万31.8万股00.00%持仓不变
V先锋领航·MIDVO
2.79%2.74%$3,806.1万19.3万股$3,806.1万19.3万股00.00%持仓不变
V先锋领航·FSTEVWO
2.78%2.73%$3,794.0万91.1万股$3,794.0万91.1万股00.00%持仓不变
V先锋领航市政债券基金VTEB
2.37%2.33%$3,238.1万64.9万股$3,238.1万64.9万股00.00%持仓不变
IiShares安硕·COREIJR
2.26%2.23%$3,094.0万33.5万股$3,094.0万33.5万股00.00%持仓不变
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
2.03%2%$2,771.9万12.7万股$2,771.9万12.7万股00.00%持仓不变
V先锋领航斯科茨代尔基金VCIT
1.92%1.89%$2,627.4万32.8万股$2,627.4万32.8万股00.00%持仓不变
微软MSFT
1.9%1.87%$2,602.5万10.1万股$2,602.5万10.1万股00.00%持仓不变
SSPDR道富系列信托SPYG
1.7%1.67%$2,326.1万44.5万股$2,326.1万44.5万股00.00%持仓不变
S道富SPYV
1.67%1.65%$2,287.0万62.1万股$2,287.0万62.1万股00.00%持仓不变
IiShares安硕信托GVI
1.52%1.5%$2,081.9万19.6万股$2,081.9万19.6万股00.00%持仓不变
V先锋领航斯科茨代尔基金VGIT
1.5%1.48%$2,052.9万33.6万股$2,052.9万33.6万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
1.43%1.41%$1,954.1万7.2万股$1,954.1万7.2万股00.00%持仓不变
V先锋领航指数基金VTV
1.24%1.22%$1,689.1万12.8万股$1,689.1万12.8万股00.00%持仓不变
V先锋领航指数基金VB
1.22%1.2%$1,668.7万9.5万股$1,668.7万9.5万股00.00%持仓不变
VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV
1.21%1.19%$1,650.7万12.4万股$1,650.7万12.4万股00.00%持仓不变
H哈特福德·FDS EXCHANGE TRADEDHMOP
1.1%1.08%$1,496.7万39.6万股$1,496.7万39.6万股00.00%持仓不变
IINVESCO VARIABLE RATE PREFERRED ETFVRP
1.09%1.07%$1,484.5万66.9万股$1,484.5万66.9万股00.00%持仓不变
亚马逊AMZN
0.76%0.75%$1,044.2万9.8万股$1,044.2万9.8万股00.00%持仓不变
V先锋领航指数基金VUG
0.68%0.67%$926.0万4.2万股$926.0万4.2万股00.00%持仓不变
联合健康UNH
0.59%0.58%$809.4万1.6万股$809.4万1.6万股00.00%持仓不变
强生JNJ
0.57%0.56%$783.4万4.4万股$783.4万4.4万股00.00%持仓不变
埃克森美孚XOM
0.57%0.56%$779.2万9.1万股$779.2万9.1万股00.00%持仓不变
摩根大通JPM
0.52%0.51%$713.3万6.3万股$713.3万6.3万股00.00%持仓不变
宝洁PG
0.51%0.5%$696.9万4.8万股$696.9万4.8万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.45%0.45%$618.5万1.6万股$618.5万1.6万股00.00%持仓不变
雪佛龙CVX
0.42%0.41%$570.0万3.9万股$570.0万3.9万股00.00%持仓不变
家得宝HD
0.42%0.41%$568.0万2.1万股$568.0万2.1万股00.00%持仓不变
英伟达NVDA
0.39%0.38%$532.1万3.5万股$532.1万3.5万股00.00%持仓不变
辉瑞PFE
0.39%0.38%$527.0万10.1万股$527.0万10.1万股00.00%持仓不变
百事可乐PEP
0.37%0.37%$508.8万3.1万股$508.8万3.1万股00.00%持仓不变
可口可乐KO
0.34%0.34%$469.4万7.5万股$469.4万7.5万股00.00%持仓不变
好市多COST
0.34%0.34%$467.3万9,749股$467.3万9,749股00.00%持仓不变
嘉信理财SCHW
0.34%0.33%$462.6万7.3万股$462.6万7.3万股00.00%持仓不变
VisaV
0.33%0.32%$449.4万2.3万股$449.4万2.3万股00.00%持仓不变
麦当劳MCD
0.31%0.3%$420.3万1.7万股$420.3万1.7万股00.00%持仓不变
艾伯维ABBV
0.31%0.3%$417.3万2.7万股$417.3万2.7万股00.00%持仓不变
万事达MA
0.3%0.29%$405.7万1.3万股$405.7万1.3万股00.00%持仓不变
埃森哲ACN
0.29%0.29%$398.9万1.4万股$398.9万1.4万股00.00%持仓不变
Meta平台META
0.29%0.28%$395.3万2.5万股$395.3万2.5万股00.00%持仓不变
IiShares安硕信托ITOT
0.28%0.27%$379.7万4.5万股$379.7万4.5万股00.00%持仓不变
T赛默飞世尔TMO
0.28%0.27%$378.0万6,958股$378.0万6,958股00.00%持仓不变
特斯拉TSLA
0.26%0.65%$355.1万1.3万股$902.3万1.3万股00.00%持仓不变
ADOBE COMADBE
0.26%0.25%$351.5万9,603股$351.5万9,603股00.00%持仓不变
联合太平洋铁路UNP
0.25%0.25%$347.8万1.6万股$347.8万1.6万股00.00%持仓不变

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