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ACIMA PRIVATE WEALTH, LLC · 13F 持仓分析
期权收益计算器 机构排行

ACIMA PRIVATE WEALTH, LLC

No.5330 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.44亿
环比变动 Q1 2026
+$2,571.9万+8.1%
持仓股票数
173
新买入
1
加仓
19
减仓
23
清仓
5
持股不变
130
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
9.82%8.98%$3,382.5万4.5万股$2,861.6万4.4万股+1,359股+3.10%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
5.85%5.48%$2,014.3万14.2万股$1,746.4万14.0万股+2,393股+1.71%加仓
IiShares安硕IEMG
4.92%4.69%$1,694.9万20.5万股$1,494.8万21.4万股-9,716股-4.53%减仓
IiShares安硕·COREIJH
4.47%5.09%$1,538.0万19.9万股$1,622.0万24.0万股-4.1万股-16.96%减仓
AAPPLIED FINANCE VALUATION LARGE CAP ETFVSLU
4.2%3.65%$1,446.9万31.3万股$1,163.2万27.8万股+3.5万股+12.46%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
3.98%4.13%$1,368.9万29.2万股$1,317.0万28.0万股+1.2万股+4.25%加仓
PPimco Active Bond ETFBOND
3.97%4.12%$1,368.2万14.8万股$1,313.7万14.2万股+6,015股+4.23%加仓
I景顺·TOTAL RETURN BOND ETFGTO
3.96%4.1%$1,363.6万29.1万股$1,305.8万27.9万股+1.2万股+4.34%加仓
I景顺交易所交易基金信托RSP
3.08%3.34%$1,059.7万5.0万股$1,065.6万5.6万股-5,716股-10.30%减仓
JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB
3.02%3.17%$1,041.6万21.5万股$1,009.2万21.1万股+4,391股+2.08%加仓
IiShares安硕信托AGG
2.99%3.15%$1,029.3万10.4万股$1,003.8万10.1万股+2,873股+2.84%加仓
IiShares安硕·MSCI EUROZONE ETFEZU
2.82%2.71%$971.7万14.0万股$862.4万13.8万股+2,138股+1.55%加仓
IiShares安硕信托IEFA
2.79%2.81%$959.4万9.9万股$896.8万9.9万股+277股+0.28%加仓
苹果AAPL
2.64%2.51%$909.2万3.1万股$798.3万3.1万股-34股-0.11%减仓
A美国世纪ETF信托AVEM
2.55%2.49%$879.1万9.1万股$792.8万9.8万股-7,280股-7.40%减仓
G通用动力VTI
2.46%2.32%$847.3万2.3万股$739.2万2.3万股-144股-0.62%减仓
VVANECK JPMEMLC
2.45%2.55%$842.0万32.9万股$811.8万32.3万股+6,113股+1.89%加仓
IiShares安硕信托IGM
2.08%1.63%$715.5万4.4万股$518.4万4.4万股00.00%持仓不变
IIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJP
2.06%2.63%$710.7万16.3万股$838.9万17.4万股-1.2万股-6.71%减仓
IiShares安硕信托IEUR
1.89%1.94%$650.0万8.6万股$619.2万8.8万股-1,642股-1.86%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.58%1.49%$543.8万3.7万股$475.8万3.7万股00.00%持仓不变
SSPDR行业精选信托XLF
1.28%1.27%$441.0万8.2万股$406.1万8.2万股00.00%持仓不变
J摩根大通·BETABUILDERSBBJP
0.98%0.97%$337.5万4.5万股$310.3万4.5万股-213股-0.47%减仓
IiShares安硕·TR MSCI AC ASIA ETFAAXJ
0.87%<0.01%$298.9万2.5万股$1.3万137股+2.5万股+18,183.21%加仓
SSPDR行业精选信托XLK
0.86%0.65%$297.2万1.6万股$207.4万1.6万股00.00%持仓不变
V先锋领航市政债券基金VTEB
0.8%0.82%$275.7万5.4万股$261.7万5.2万股+2,051股+3.91%加仓
JJPMORGAN BETABUILDERS CANADA ETFBBCA
0.79%0.83%$272.3万2.7万股$263.9万2.8万股-663股-2.36%减仓
SSPDR道富系列信托XOP
0.78%0.99%$267.1万1.7万股$314.8万1.7万股00.00%持仓不变
IiShares安硕信托GVI
0.77%0.77%$266.8万2.5万股$246.5万2.3万股+1,569股+6.76%加仓
F富兰克林邓普顿ETF信托FLIA
0.71%0.75%$245.7万12.0万股$237.7万11.7万股+2,555股+2.18%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.7%0.69%$241.9万1.0万股$219.9万1.0万股00.00%持仓不变
SSPDR行业精选信托XLP
0.63%0.68%$218.3万2.6万股$215.5万2.6万股00.00%持仓不变
微软MSFT
0.62%0.66%$212.5万5,697股$210.9万5,697股00.00%持仓不变
艾伯维ABBV
0.5%0.47%$172.3万6,848股$148.9万6,848股00.00%持仓不变
强生JNJ
0.49%0.51%$168.8万6,648股$162.5万6,648股00.00%持仓不变
LOWES COS COMLOW
0.44%0.51%$152.2万6,905股$163.2万6,905股00.00%持仓不变
卡特彼勒CAT
0.43%0.31%$149.1万1,400股$99.2万1,400股00.00%持仓不变
ServiceNowNOW
0.43%0.49%$146.8万1.5万股$154.6万1.5万股00.00%持仓不变
BOOKING COMBKNG
0.42%0.43%$144.4万8,100股$136.4万324股+7,776股+2,400.00%加仓
宣伟SHW
0.41%0.41%$141.5万4,110股$131.7万4,110股00.00%持仓不变
IiShares安硕EWA
0.41%0.45%$140.2万5.0万股$142.2万5.1万股-1,455股-2.84%减仓
VisaV
0.38%0.36%$130.7万3,810股$115.2万3,810股00.00%持仓不变
MERCADOLIBRE COMMELI
0.36%0.4%$125.4万739股$127.8万739股00.00%持仓不变
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.36%0.31%$124.9万3,170股$99.5万3,170股00.00%持仓不变
洛克希德马丁LMT
0.33%0.42%$113.7万2,231股$134.8万2,231股00.00%持仓不变
亚马逊AMZN
0.31%0.29%$106.0万4,447股$94.0万4,513股-66股-1.46%减仓
PROGRESSIVEPGR
0.3%0.29%$102.2万4,680股$92.8万4,680股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.29%0.26%$101.5万2,873股$82.4万2,873股00.00%持仓不变
埃克森美孚XOM
0.29%0.4%$101.5万7,423股$125.9万7,423股00.00%持仓不变
联合太平洋铁路UNP
0.29%0.28%$99.9万3,671股$89.1万3,671股00.00%持仓不变

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