13FBOX
PROFESSIONAL PLANNING · 13F 持仓分析
期权收益计算器 机构排行

PROFESSIONAL PLANNING

No.11414 数据截至 2021Q3
最新持仓市值 (Q3 2021)
$2.09亿
环比变动 Q2 2021
-$838.3万-3.8%
持仓股票数
124
新买入
5
加仓
53
减仓
56
清仓
11
持股不变
10
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 2021 市值Q3 2021 股数上季度市值上季度股数股数变动操作
苹果AAPL
12.46%12.01%$2,609.8万18.4万股$2,616.0万19.1万股-6,569股-3.44%减仓
亚马逊AMZN
11.08%11.56%$2,319.8万7,062股$2,517.1万7,317股-255股-3.49%减仓
微软MSFT
6.06%5.93%$1,269.9万4.5万股$1,290.8万4.8万股-2,602股-5.46%减仓
V先锋领航指数基金VOO
5.36%5.04%$1,123.2万3.1万股$1,096.6万3.1万股+437股+1.41%加仓
VisaV
4.16%4.42%$872.0万3.9万股$962.8万4.1万股-2,028股-4.93%减仓
万事达MA
4.16%4.42%$871.2万2.5万股$961.8万2.6万股-1,286股-4.88%减仓
特斯拉TSLA
2.7%2.32%$565.3万7,290股$505.4万7,436股-146股-1.96%减仓
好市多COST
2.36%2.11%$494.4万1.1万股$459.0万1.2万股-600股-5.17%减仓
谷歌AGOOGL
2.27%1.98%$475.6万1,779股$431.7万1,768股+11股+0.62%加仓
英伟达NVDA
2.08%2%$435.0万2.1万股$435.1万5,439股+1.6万股+286.10%加仓
家得宝HD
2.02%2%$422.4万1.3万股$435.0万1.4万股-775股-5.68%减仓
迪士尼DIS
1.79%1.49%$375.8万2.2万股$324.4万1.8万股+3,757股+20.35%加仓
Meta平台META
1.76%1.77%$367.5万1.1万股$384.7万1.1万股-236股-2.13%减仓
莫德纳MRNA
1.75%1.02%$367.1万9,539股$221.5万9,430股+109股+1.16%加仓
F富达·MERRIMACK STR TRFSYD
1.64%1.8%$343.7万6.2万股$391.3万7.0万股-8,161股-11.62%减仓
AAlphabet Inc Class CGOOG
1.61%1.45%$336.8万1,264股$316.0万1,261股+3股+0.24%加仓
SSPDR标普500 ETFSPY
1.28%1.22%$269.0万6,269股$265.8万6,211股+58股+0.93%加仓
IiShares安硕信托STIP
1.26%1.04%$264.7万2.5万股$226.2万2.1万股+3,786股+17.79%加仓
星巴克SBUX
1.24%1.23%$259.5万2.4万股$268.3万2.4万股-472股-1.97%减仓
摩根大通JPM
1.01%1.15%$210.9万1.3万股$249.7万1.6万股-3,169股-19.73%减仓
伯克希尔哈撒韦BRK.A
0.98%0.96%$205.6万5股$209.3万5股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.85%0.82%$177.4万6,500股$179.2万6,451股+49股+0.76%加仓
VVanEck Russia ETFBBH
0.8%0.73%$167.2万2.3万股$157.9万2.1万股+1,508股+7.07%加仓
IiShares安硕信托LQD
0.72%0.81%$151.3万1.1万股$176.1万1.3万股-1,736股-13.24%减仓
NETFLIXNFLX
0.67%0.64%$141.0万2,311股$139.9万2,649股-338股-12.76%减仓
S道富XLI
0.66%0.93%$139.1万1.4万股$201.6万2.0万股-5,475股-27.80%减仓
IINVESCO EXCHANGE TRADED FD TR WILDERHIL CLANPBW
0.64%0.83%$135.0万1.7万股$180.0万1.9万股-1,830股-9.47%减仓
沃尔玛WMT
0.64%0.61%$134.5万9,652股$132.2万9,381股+271股+2.89%加仓
G通用动力VTI
0.64%0.61%$133.3万6,003股$133.3万5,984股+19股+0.32%加仓
F富达·MSCIFIDU
0.62%0.61%$130.5万2.5万股$133.2万2.5万股+579股+2.36%加仓
PAYPAL COMPYPL
0.61%0.57%$128.1万4,926股$124.4万4,268股+658股+15.42%加仓
IiShares安硕·U.S. MEDICAL DEVICES ETFIHI
0.61%0.58%$127.3万2.0万股$125.7万3,484股+1.7万股+482.06%加仓
波音BA
0.58%0.72%$120.7万5,488股$157.5万6,577股-1,089股-16.56%减仓
麦当劳MCD
0.57%0.48%$119.8万4,970股$105.0万4,549股+421股+9.25%加仓
耐克NKE
0.56%0.59%$117.6万8,103股$128.1万8,297股-194股-2.34%减仓
雅培ABT
0.56%0.54%$116.6万9,871股$118.3万1.0万股-339股-3.32%减仓
PPIMCO太平洋投资管理ETFMINT
0.53%0.33%$111.1万1.1万股$72.0万7,061股+3,848股+54.50%加仓
BlockXYZ
0.5%0.49%$105.7万4,411股$107.8万4,424股-13股-0.29%减仓
IINVESCO T DYNMC SEMICNDTPSI
0.5%0.38%$105.7万8,288股$83.1万6,475股+1,813股+28.00%加仓
赛富时CRM
0.5%0.42%$105.5万3,892股$92.3万3,782股+110股+2.91%加仓
FIRST FINL BANKSHARESFFIN
0.5%0.51%$104.7万2.3万股$112.0万2.3万股00.00%持仓不变
V先锋领航债券指数基金BIV
0.5%1.84%$104.5万1.2万股$400.8万4.5万股-3.3万股-73.78%减仓
TARGET COMTGT
0.48%0.51%$100.9万4,412股$111.1万4,597股-185股-4.02%减仓
ADOBE COMADBE
0.47%0.44%$99.1万1,722股$96.8万1,653股+69股+4.17%加仓
宣伟SHW
0.47%0.44%$98.0万3,504股$95.0万3,489股+15股+0.43%加仓
ZoomZM
0.43%0.7%$90.4万3,457股$152.8万3,950股-493股-12.48%减仓
F富达Covington信托FNCL
0.43%0.39%$89.5万1.7万股$84.9万1.6万股+469股+2.89%加仓
GGlobal X基金PAVE
0.43%0.38%$89.3万3.5万股$83.2万3.2万股+2,833股+8.76%加仓
AMERICAN WTR WKS NEWAWK
0.43%0.42%$89.1万5,273股$92.2万5,982股-709股-11.85%减仓
AMD超威AMD
0.42%0.36%$88.8万8,633股$77.5万8,252股+381股+4.62%加仓

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