13FBOX
Fairhaven Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Fairhaven Wealth Management, LLC

No.5583 2025Q1
最新持仓市值 (Q1 2025)
$3.19亿
环比变动 Q4 2024
-$27.0万-0.1%
持仓股票数
116
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
116
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Q1 2025 市值Q1 2025 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
19.09%19.07%$6,098.2万10.4万股$6,098.2万10.4万股00.00%持仓不变
IiShares安硕信托IEFA
9.19%9.18%$2,935.8万41.8万股$2,935.8万41.8万股00.00%持仓不变
IiShares安硕·COREIJH
7.68%7.67%$2,453.4万39.4万股$2,453.4万39.4万股00.00%持仓不变
苹果AAPL
6.21%6.2%$1,982.5万7.9万股$1,982.5万7.9万股00.00%持仓不变
IiShares安硕·COREIJR
4.71%4.7%$1,503.6万13.0万股$1,503.6万13.0万股00.00%持仓不变
IiShares安硕IEMG
3.85%3.85%$1,230.5万23.6万股$1,230.5万23.6万股00.00%持仓不变
微软MSFT
2.62%2.62%$836.6万2.0万股$836.6万2.0万股00.00%持仓不变
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
2.4%2.4%$767.4万12.6万股$767.4万12.6万股00.00%持仓不变
甲骨文ORCL
2.25%2.25%$718.1万4.3万股$718.1万4.3万股00.00%持仓不变
G通用动力VTI
2.24%2.23%$714.2万2.5万股$714.2万2.5万股00.00%持仓不变
摩根大通JPM
2.19%2.19%$699.6万2.9万股$699.6万2.9万股00.00%持仓不变
VisaV
2.05%2.04%$653.7万2.1万股$653.7万2.1万股00.00%持仓不变
亚马逊AMZN
1.96%1.96%$625.2万2.8万股$625.2万2.8万股00.00%持仓不变
谷歌AGOOGL
1.79%1.78%$570.3万3.0万股$570.3万3.0万股00.00%持仓不变
联合健康UNH
1.6%1.6%$510.8万1.0万股$510.8万1.0万股00.00%持仓不变
万事达MA
1.53%1.52%$487.3万9,255股$487.3万9,255股00.00%持仓不变
LOWES COS COMLOW
1.52%1.52%$485.8万2.0万股$485.8万2.0万股00.00%持仓不变
IiShares安硕·RUSSELLIWF
1.12%1.12%$357.0万8,890股$357.0万8,890股00.00%持仓不变
SSPDR标普500 ETFSPY
1.05%1.05%$335.0万5,716股$335.0万5,716股00.00%持仓不变
百事可乐PEP
1.01%1.01%$322.8万2.1万股$322.8万2.1万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
1%1%$319.3万7,044股$319.3万7,044股00.00%持仓不变
杜克能源DUK
0.97%0.97%$310.9万2.9万股$310.9万2.9万股00.00%持仓不变
霍尼韦尔HON
0.95%0.95%$302.2万1.3万股$302.2万1.3万股00.00%持仓不变
雷神技术RTX
0.94%0.94%$301.8万2.6万股$301.8万2.6万股00.00%持仓不变
默沙东MRK
0.9%0.9%$288.6万2.9万股$288.6万2.9万股00.00%持仓不变
IQVIAIQV
0.88%0.88%$282.6万1.4万股$282.6万1.4万股00.00%持仓不变
PUBLIC STORAGE COMPSA
0.86%0.86%$273.7万9,140股$273.7万9,140股00.00%持仓不变
埃克森美孚XOM
0.79%0.79%$251.8万2.3万股$251.8万2.3万股00.00%持仓不变
英伟达NVDA
0.76%0.76%$241.9万1.8万股$241.9万1.8万股00.00%持仓不变
卡特彼勒CAT
0.75%0.75%$238.7万6,580股$238.7万6,580股00.00%持仓不变
V先锋领航国际股票指数基金VEU
0.72%0.72%$230.5万4.0万股$230.5万4.0万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.59%0.59%$188.9万9,645股$188.9万9,645股00.00%持仓不变
IiShares安硕·RUSSELLIWB
0.52%0.52%$166.9万5,182股$166.9万5,182股00.00%持仓不变
雅培ABT
0.52%0.52%$165.9万1.5万股$165.9万1.5万股00.00%持仓不变
博通AVGO
0.49%0.49%$157.9万6,812股$157.9万6,812股00.00%持仓不变
OLD SECOND BANCORP DELOSBC
0.49%0.49%$156.3万8.8万股$156.3万8.8万股00.00%持仓不变
宣伟SHW
0.48%0.48%$154.4万4,542股$154.4万4,542股00.00%持仓不变
V先锋领航指数基金VOO
0.42%0.42%$134.4万2,495股$134.4万2,495股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.39%0.39%$123.8万6,500股$123.8万6,500股00.00%持仓不变
家得宝HD
0.37%0.37%$119.8万3,079股$119.8万3,079股00.00%持仓不变
IiShares安硕信托IWD
0.36%0.36%$115.9万6,259股$115.9万6,259股00.00%持仓不变
麦当劳MCD
0.36%0.36%$114.1万3,937股$114.1万3,937股00.00%持仓不变
IiShares安硕信托GVI
0.33%0.33%$105.9万9,939股$105.9万9,939股00.00%持仓不变
强生JNJ
0.32%0.32%$102.7万7,099股$102.7万7,099股00.00%持仓不变
高德纳IT
0.31%0.31%$99.6万2,056股$99.6万2,056股00.00%持仓不变
通用动力GD
0.29%0.29%$93.6万3,553股$93.6万3,553股00.00%持仓不变
沃尔玛WMT
0.27%0.27%$87.2万9,653股$87.2万9,653股00.00%持仓不变
IISHARES IBONDS DEC 2025 TERM CORPORATE ETFIBCA
0.27%0.27%$86.0万3.4万股$86.0万3.4万股00.00%持仓不变
V先锋领航市政债券基金VTEB
0.26%0.26%$83.3万1.7万股$83.3万1.7万股00.00%持仓不变
V先锋领航指数基金VNQ
0.25%0.25%$79.7万8,951股$79.7万8,951股00.00%持仓不变

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