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Hall Private Wealth Advisors · 13F 持仓分析
期权收益计算器 机构排行

Hall Private Wealth Advisors

No.11420 数据截至 2023Q4
最新持仓市值 (Q4 2023)
$1.49亿
环比变动 Q3 2023
+$36.0万+0.2%
持仓股票数
39
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
39
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 2023 市值Q4 2023 股数上季度市值上季度股数股数变动操作
苹果AAPL
11.93%11.96%$1,779.4万10.4万股$1,779.4万10.4万股00.00%持仓不变
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
11.76%11.79%$1,753.7万25.9万股$1,753.7万25.9万股00.00%持仓不变
DIGITAL RLTY TR COMDLR
8.46%8.48%$1,262.2万10.4万股$1,262.2万10.4万股00.00%持仓不变
V先锋领航全球基金VGT
7.06%7.07%$1,052.5万2.5万股$1,052.5万2.5万股00.00%持仓不变
亚马逊AMZN
7.01%7.03%$1,046.0万8.2万股$1,046.0万8.2万股00.00%持仓不变
好市多COST
6.28%6.3%$937.2万1.7万股$937.2万1.7万股00.00%持仓不变
IRON MTN DEL COMIRM
5.47%5.48%$815.1万13.7万股$815.1万13.7万股00.00%持仓不变
K家乐氏K
4.97%4.98%$741.4万12.5万股$741.4万12.5万股00.00%持仓不变
V先锋领航指数基金VTV
4.37%4.38%$652.3万4.7万股$652.3万4.7万股00.00%持仓不变
微软MSFT
4.18%4.19%$623.4万2.0万股$623.4万2.0万股00.00%持仓不变
IiShares安硕·U.S. MEDICAL DEVICES ETFIHI
3.62%3.63%$540.5万11.1万股$540.5万11.1万股00.00%持仓不变
福特F
3.15%3.15%$469.3万37.8万股$469.3万37.8万股00.00%持仓不变
V先锋领航斯科茨代尔基金VCIT
2.93%2.94%$436.8万5.7万股$436.8万5.7万股00.00%持仓不变
V先锋领航指数基金VOO
2.9%2.91%$433.0万1.2万股$433.0万1.2万股00.00%持仓不变
威瑞森VZ
1.77%1.78%$264.6万8.2万股$264.6万8.2万股00.00%持仓不变
NUVEEN CA QUALITY MUNI INAC
1.51%1.51%$224.5万23.3万股$224.5万23.3万股00.00%持仓不变
GGLOBAL SHIP LEASEGSL
1.49%1.5%$222.8万12.1万股$222.8万12.1万股00.00%持仓不变
美敦力MDT
1.36%1.36%$202.7万2.6万股$202.7万2.6万股00.00%持仓不变
SHARPLINKTLRY
1.26%1.26%$187.9万78.6万股$187.9万78.6万股00.00%持仓不变
Q高通QCOM
0.88%0.88%$131.0万1.2万股$131.0万1.2万股00.00%持仓不变
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.87%0.87%$129.2万3,857股$129.2万3,857股00.00%持仓不变
英特尔INTC
0.71%0.71%$105.2万3.0万股$105.2万3.0万股00.00%持仓不变
IiShares安硕信托ICVT
0.7%0.7%$104.1万1.4万股$104.1万1.4万股00.00%持仓不变
XXPLR INFRASTRUCTURE L LPXIFR
0.69%0.69%$102.4万3.4万股$102.4万3.4万股00.00%持仓不变
V先锋领航白厅基金VNQ
0.61%0.61%$90.7万1.3万股$90.7万1.3万股00.00%持仓不变
AFFIRM COM CL AAFRM
0.57%0.25%$85.8万1.8万股$37.2万1.8万股00.00%持仓不变
EquinixEQIX
0.56%0.56%$83.0万1,143股$83.0万1,143股00.00%持仓不变
NNOKIA SPONSORED ADRNOK
0.54%0.54%$80.0万21.4万股$80.0万21.4万股00.00%持仓不变
家得宝HD
0.4%0.4%$60.3万1,994股$60.3万1,994股00.00%持仓不变
迪士尼DIS
0.4%0.4%$59.7万7,365股$59.7万7,365股00.00%持仓不变
IiShares安硕信托CMF
0.31%0.31%$46.1万8,402股$46.1万8,402股00.00%持仓不变
WELLS FARGO NEWWFC
0.27%0.27%$39.6万9,700股$39.6万9,700股00.00%持仓不变
Truist金融TFC
0.24%0.24%$36.4万1.3万股$36.4万1.3万股00.00%持仓不变
RRIVIAN AUTOMOTIVE INC CLASS ARIVN
0.2%0.2%$30.4万1.3万股$30.4万1.3万股00.00%持仓不变
阿斯麦ASML
0.19%0.2%$29.0万493股$29.0万493股00.00%持仓不变
ANHEUSER BUSCH INBEV SPONSORED ADRBUD
0.18%0.18%$27.3万4,938股$27.3万4,938股00.00%持仓不变
麦当劳MCD
0.17%0.17%$25.9万982股$25.9万982股00.00%持仓不变
EENVIVA INCORPORATED
0.01%0.1%$1.9万1.9万股$14.4万1.9万股00.00%持仓不变
NNEKTAR THERAPEUTICS COM NEWNKTREUR
<0.01%<0.01%$5,9561.0万股$5,9561.0万股00.00%持仓不变

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