13FBOX
Personal Wealth Partners · 13F 持仓分析
期权收益计算器 机构排行

Personal Wealth Partners

No.11470 数据截至 2022Q2
最新持仓市值 (Q2 2022)
$2.29亿
环比变动 Q1 2022
-$59.5万-0.3%
持仓股票数
74
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
74
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 2022 市值Q2 2022 股数上季度市值上季度股数股数变动操作
IiShares安硕信托USMV
18.53%18.48%$4,236.5万54.6万股$4,236.5万54.6万股00.00%持仓不变
S道富SPYM
8.67%8.65%$1,982.4万37.3万股$1,982.4万37.3万股00.00%持仓不变
S道富SPYV
7.29%7.27%$1,665.5万39.9万股$1,665.5万39.9万股00.00%持仓不变
S道富SPSM
6.73%6.72%$1,539.2万36.6万股$1,539.2万36.6万股00.00%持仓不变
IiShares安硕信托EFAV
6.57%6.55%$1,502.3万20.8万股$1,502.3万20.8万股00.00%持仓不变
IiShares安硕信托IVV
4.48%4.46%$1,023.2万2.3万股$1,023.2万2.3万股00.00%持仓不变
IiShares安硕信托IVW
4.14%4.13%$946.4万12.4万股$946.4万12.4万股00.00%持仓不变
IiShares安硕·COREIJR
4.11%4.1%$939.5万8.7万股$939.5万8.7万股00.00%持仓不变
SSPDR道富指数基金SPDW
3.64%3.63%$832.5万24.3万股$832.5万24.3万股00.00%持仓不变
SSPDR标普500 ETFSPY
3.48%3.47%$795.8万1.8万股$795.8万1.8万股00.00%持仓不变
SSPDR道富指数基金SPEM
2.59%2.58%$592.3万15.3万股$592.3万15.3万股00.00%持仓不变
SSPDR道富系列信托SPYG
2.43%2.42%$555.1万8.4万股$555.1万8.4万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
2.15%2.15%$492.0万1.4万股$492.0万1.4万股00.00%持仓不变
S道富SPAB
2.08%2.08%$476.5万17.1万股$476.5万17.1万股00.00%持仓不变
IiShares安硕·COREIJH
1.83%1.83%$418.9万1.6万股$418.9万1.6万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
1.63%1.62%$372.2万1.8万股$372.2万1.8万股00.00%持仓不变
IiShares安硕·S&PIVE
1.47%1.47%$336.4万2.2万股$336.4万2.2万股00.00%持仓不变
IiShares安硕信托IEFA
1.41%1.4%$321.7万4.6万股$321.7万4.6万股00.00%持仓不变
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
1.4%1.39%$319.7万6,519股$319.7万6,519股00.00%持仓不变
IiShares安硕信托AGG
1.1%1.09%$250.7万2.3万股$250.7万2.3万股00.00%持仓不变
IiShares安硕IEMG
1.01%1.01%$230.4万4.1万股$230.4万4.1万股00.00%持仓不变
IiShares安硕信托DSI
0.91%0.91%$208.9万2.4万股$208.9万2.4万股00.00%持仓不变
HHEALTHCARE RLTY TR CL A COM
0.61%0.61%$138.9万4.4万股$138.9万4.4万股00.00%持仓不变
V先锋领航指数基金VOO
0.53%0.53%$120.5万3,325股$120.5万3,325股00.00%持仓不变
IiShares安硕信托HYG
0.52%0.51%$117.8万1.4万股$117.8万1.4万股00.00%持仓不变
I景顺交易所交易基金IITAN
0.5%0.49%$113.2万1.5万股$113.2万1.5万股00.00%持仓不变
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
0.44%0.44%$100.0万7,990股$100.0万7,990股00.00%持仓不变
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
0.43%0.43%$99.1万2.0万股$99.1万2.0万股00.00%持仓不变
V先锋领航·HEALTHVHT
0.4%0.4%$90.8万3,571股$90.8万3,571股00.00%持仓不变
GGLACIER BANCORP NEWGBCI
0.37%0.37%$84.6万1.7万股$84.6万1.7万股00.00%持仓不变
SSPDR道富系列信托TFI
0.37%0.37%$83.9万1.8万股$83.9万1.8万股00.00%持仓不变
MMARSH & MCLENNAN COS COMMRSH
0.36%0.36%$83.0万4,872股$83.0万4,872股00.00%持仓不变
霍尼韦尔HON
0.36%0.36%$83.0万4,266股$83.0万4,266股00.00%持仓不变
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.36%0.36%$82.4万8,043股$82.4万8,043股00.00%持仓不变
V先锋领航白厅基金VYM
0.32%0.32%$73.9万6,585股$73.9万6,585股00.00%持仓不变
微软MSFT
0.31%0.31%$70.5万2,286股$70.5万2,286股00.00%持仓不变
S嘉信策略信托SCHD
0.31%0.31%$70.5万8,933股$70.5万8,933股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.3%0.3%$67.7万9,202股$67.7万9,202股00.00%持仓不变
IiShares安硕·TR MSCI AC ASIA ETFAAXJ
0.3%0.29%$67.5万8,995股$67.5万8,995股00.00%持仓不变
苹果AAPL
0.28%0.28%$64.3万3,685股$64.3万3,685股00.00%持仓不变
IiShares安硕·US REAL ESTATE ETFIYR
0.27%0.26%$60.6万5,599股$60.6万5,599股00.00%持仓不变
IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN
0.26%0.26%$60.0万3,677股$60.0万3,677股00.00%持仓不变
PPACER INDUSTRIAL REAL ESTATE ETFINDS
0.24%0.24%$55.4万1.1万股$55.4万1.1万股00.00%持仓不变
美国合众银行USB
0.24%0.24%$54.7万1.0万股$54.7万1.0万股00.00%持仓不变
S道富SPHY
0.23%0.23%$52.3万2.1万股$52.3万2.1万股00.00%持仓不变
V先锋领航·FTSEVEA
0.22%0.22%$49.4万1.0万股$49.4万1.0万股00.00%持仓不变
SSPDR行业精选信托XLK
0.21%0.21%$48.9万3,075股$48.9万3,075股00.00%持仓不变
V先锋领航指数基金VB
0.2%0.2%$45.7万2,149股$45.7万2,149股00.00%持仓不变
FFIRST TRUST WATER ETFFIW
0.2%0.2%$45.2万5,359股$45.2万5,359股00.00%持仓不变
G通用动力VTI
0.2%0.2%$45.0万1,978股$45.0万1,978股00.00%持仓不变

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