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Apexium Financial, LP · 13F 持仓分析
期权收益计算器 机构排行

Apexium Financial, LP

No.1715 数据截至 Q3 2025
最新持仓市值 (Q3 2025)
$20.56亿
环比变动 Q2 2025
+$1.71亿+9.1%
持仓股票数
288
新买入
15
加仓
117
减仓
118
清仓
5
持股不变
38
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 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
22.52%22.65%$4.63亿69.5万股$4.27亿69.1万股+3,986股+0.58%加仓
IiShares安硕信托IVV
13.15%12.95%$2.70亿40.4万股$2.44亿39.3万股+1.1万股+2.72%加仓
SSOUNDWATCH HEDGED EQUITY ETFSHDG
6.91%7.26%$1.42亿448.6万股$1.37亿460.5万股-11.9万股-2.59%减仓
I景顺QQQ信托VOO
5.53%5.61%$1.14亿18.9万股$1.06亿19.2万股-2,302股-1.20%减仓
苹果AAPL
2.96%2.66%$6,087.4万23.9万股$5,016.4万24.4万股-5,428股-2.22%减仓
VVanEck Russia ETFBBH
2.83%2.91%$5,827.7万58.8万股$5,487.7万58.5万股+2,904股+0.50%加仓
IiShares安硕·MSCIQUAL
2.28%2.3%$4,678.9万24.1万股$4,330.8万23.7万股+3,673股+1.55%加仓
S嘉信策略信托SCHD
2.02%2.05%$4,150.0万152.0万股$3,861.3万145.7万股+6.3万股+4.33%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.97%1.86%$4,048.9万20.7万股$3,507.6万20.2万股+4,287股+2.12%加仓
I景顺交易所交易基金信托XLG
1.57%1.54%$3,226.0万56.1万股$2,894.1万55.5万股+5,345股+0.96%加仓
英伟达NVDA
1.56%1.44%$3,198.6万17.1万股$2,714.4万17.2万股-373股-0.22%减仓
PPacer基金信托COWZ
1.52%1.55%$3,118.7万54.3万股$2,919.4万53.0万股+1.3万股+2.42%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.31%1.24%$2,698.4万84.6万股$2,336.4万80.0万股+4.6万股+5.72%加仓
微软MSFT
1.26%1.33%$2,586.0万5.0万股$2,508.7万5.0万股-508股-1.01%减仓
V先锋领航指数基金VOO
1.06%1.08%$2,172.0万3.5万股$2,034.7万3.6万股-348股-0.97%减仓
I景顺·NASDAQ 100 ETFQQQM
0.94%0.89%$1,927.6万7.8万股$1,669.4万7.4万股+4,495股+6.11%加仓
VanEck ETF信托SMH
0.88%0.75%$1,808.7万5.5万股$1,411.4万5.1万股+4,809股+9.50%加仓
V先锋领航·TOTALBND
0.83%0.82%$1,710.6万23.0万股$1,542.7万21.0万股+2.0万股+9.78%加仓
IiShares安硕·COREIJR
0.79%0.8%$1,631.0万13.7万股$1,513.2万13.8万股-1,203股-0.87%减仓
迪士尼DIS
0.78%0.94%$1,607.8万14.0万股$1,773.1万14.3万股-2,558股-1.79%减仓
J摩根大通交易所交易基金JEPI
0.73%0.72%$1,505.4万26.4万股$1,359.8万23.9万股+2.4万股+10.22%加仓
IiShares安硕信托DGRO
0.73%0.73%$1,500.4万22.0万股$1,370.3万21.4万股+6,082股+2.84%加仓
谷歌AGOOGL
0.71%0.56%$1,455.0万6.0万股$1,057.2万6.0万股-135股-0.23%减仓
DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL
0.7%0.69%$1,435.0万24.8万股$1,307.3万23.6万股+1.1万股+4.82%加仓
IiShares安硕信托IWY
0.69%0.65%$1,424.2万5.2万股$1,226.4万5.0万股+2,294股+4.61%加仓
SSPDR行业精选信托XLK
0.64%0.62%$1,305.5万4.6万股$1,168.2万4.6万股+185股+0.40%加仓
PProShares信托NOBL
0.63%0.71%$1,295.9万12.6万股$1,345.3万13.3万股-7,245股-5.45%减仓
摩根大通JPM
0.59%0.58%$1,205.5万3.8万股$1,096.8万3.8万股+385股+1.02%加仓
VVANECK ETF TRUST MORNINGSTAR SMID MOAT ETFQDIV
0.58%0.6%$1,190.5万33.0万股$1,130.2万32.5万股+5,207股+1.60%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
0.57%0.65%$1,174.9万23.4万股$1,233.2万24.5万股-1.1万股-4.65%减仓
V先锋领航债券指数基金BSV
0.57%0.57%$1,172.3万14.9万股$1,080.5万13.7万股+1.1万股+8.21%加仓
F第一信托·USTFVD
0.55%0.59%$1,138.3万24.6万股$1,108.9万24.8万股-1,912股-0.77%减仓
PPIMCO太平洋投资管理ETFMINT
0.53%0.63%$1,094.2万10.9万股$1,190.1万11.8万股-9,700股-8.19%减仓
J摩根大通交易所交易基金JEPQ
0.53%0.5%$1,088.8万18.9万股$947.4万17.4万股+1.5万股+8.68%加仓
亚马逊AMZN
0.45%0.5%$929.4万4.2万股$943.0万4.3万股-654股-1.52%减仓
IISHARES U.S. TECH INDEPENDENCE FOCUSED ETFIETC
0.44%0.33%$908.9万8.9万股$629.2万6.7万股+2.2万股+33.22%加仓
IiShares安硕·RUSSELLIWF
0.43%0.43%$892.5万1.9万股$807.3万1.9万股+40股+0.21%加仓
SSPDR道富系列信托SDY
0.41%0.44%$839.8万6.0万股$828.2万6.1万股-1,054股-1.73%减仓
SSTRATEGIC TRUSTRUNN
0.4%0.36%$830.3万24.2万股$677.1万20.0万股+4.2万股+21.09%加仓
V先锋领航指数基金VV
0.38%0.39%$784.1万2.5万股$731.4万2.6万股-165股-0.64%减仓
PUBLIC SVC ENTERPRISE COMPEG
0.38%0.32%$775.1万9.3万股$606.7万7.2万股+2.1万股+28.85%加仓
iShares安硕·MBSACGL
0.37%0.41%$765.3万8.4万股$770.1万8.5万股-224股-0.26%减仓
伯克希尔哈撒韦BRK.B
0.37%0.39%$753.5万1.5万股$737.9万1.5万股-202股-1.33%减仓
IiShares安硕信托AGG
0.36%0.39%$740.8万7.4万股$729.1万7.3万股+400股+0.54%加仓
PProShares信托CSM
0.34%0.36%$697.7万9.1万股$671.8万9.5万股-3,943股-4.15%减仓
V先锋领航全球基金ESGV
0.32%0.33%$667.1万5.6万股$623.5万5.7万股-546股-0.96%减仓
J摩根大通交易所交易基金JMUB
0.31%0.33%$639.0万12.7万股$627.9万12.6万股+117股+0.09%加仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
0.27%0.28%$558.0万2.5万股$518.6万2.6万股-1,181股-4.49%减仓
IiShares安硕信托USMV
0.26%0.28%$529.6万5.6万股$535.1万5.7万股-1,340股-2.35%减仓
V先锋领航·CORE PLUS BOND ETFVPLS
0.26%0.26%$526.7万6.7万股$499.4万6.4万股+2,803股+4.37%加仓

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