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Platte River Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Platte River Wealth Advisors, LLC

No.5073 数据截至 2024Q3
最新持仓市值 (Q3 2024)
$3.73亿
环比变动 Q2 2024
+$1,626.7万+4.6%
持仓股票数
92
新买入
1
加仓
28
减仓
25
清仓
3
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 2024 市值Q3 2024 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVW
14.17%13.76%$5,283.1万55.2万股$4,904.7万53.0万股+2.2万股+4.10%加仓
IiShares安硕·S&PIVE
10.05%9.49%$3,748.4万19.0万股$3,383.1万18.6万股+4,234股+2.28%加仓
V先锋领航指数基金VTV
8.33%8.02%$3,104.8万17.8万股$2,858.9万17.8万股-367股-0.21%减仓
V先锋领航指数基金VUG
5.2%5.11%$1,940.2万5.1万股$1,820.4万4.9万股+1,861股+3.82%加仓
IiShares安硕·RUSSELLIWF
4.64%4.79%$1,728.9万4.6万股$1,708.3万4.7万股-809股-1.73%减仓
苹果AAPL
4.03%3.78%$1,501.5万6.4万股$1,346.3万6.4万股+521股+0.82%加仓
V先锋领航指数基金VOO
3.53%3.56%$1,315.4万3.7万股$1,269.9万2.7万股+1.0万股+38.53%加仓
V先锋领航债券指数基金BIV
2.72%2.52%$1,015.3万13.0万股$898.2万12.0万股+9,611股+8.01%加仓
微软MSFT
2.71%2.94%$1,008.7万2.3万股$1,048.1万2.3万股-10股-0.04%减仓
V先锋领航·MIDVO
2.61%2.69%$972.9万3.7万股$959.2万4.0万股-2,746股-6.93%减仓
IiShares安硕信托IWD
2.46%2.43%$918.6万4.8万股$867.4万5.0万股-1,319股-2.65%减仓
AAlphabet Inc Class CGOOG
2.43%2.78%$905.2万5.4万股$991.1万5.4万股+105股+0.19%加仓
IiShares安硕信托GVI
2.09%2.03%$778.5万7.2万股$723.6万6.8万股+3,751股+5.52%加仓
J摩根大通交易所交易基金JMUB
2.07%2.02%$772.7万15.1万股$719.6万14.3万股+7,875股+5.51%加仓
礼来LLY
1.97%2.1%$732.8万8,272股$748.9万8,272股00.00%持仓不变
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
1.84%1.88%$684.6万30.9万股$670.1万31.5万股-6,428股-2.04%减仓
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
1.34%1.41%$497.9万21.2万股$503.7万22.2万股-1.0万股-4.67%减仓
IiShares安硕信托IBDS
1.3%1.57%$483.3万19.8万股$560.7万23.6万股-3.8万股-16.08%减仓
IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW
1.28%1.26%$478.2万22.5万股$450.5万22.2万股+3,311股+1.49%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.26%1.25%$470.7万4.0万股$447.3万4.1万股-400股-0.99%减仓
摩根大通JPM
1.26%1.21%$467.9万2.2万股$430.9万2.1万股+889股+4.17%加仓
IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX
1.24%1.23%$464.1万18.1万股$436.9万17.8万股+2,617股+1.47%加仓
IiShares安硕信托IBDR
1.19%1.59%$445.0万18.3万股$565.5万23.7万股-5.4万股-22.87%减仓
IiShares安硕信托IBDT
1.18%1.42%$440.6万17.3万股$506.1万20.4万股-3.2万股-15.54%减仓
IiShares安硕·COREIJH
1%1.03%$372.4万6.0万股$367.2万6.3万股-2,980股-4.75%减仓
IiShares安硕信托IWS
0.88%0.85%$326.2万2.5万股$304.6万2.5万股-560股-2.22%减仓
英伟达NVDA
0.87%0.88%$324.0万3.6万股$313.6万3.5万股+1,477股+4.23%加仓
联合健康UNH
0.86%0.78%$320.2万5,476股$278.9万5,476股00.00%持仓不变
IiShares安硕信托DVY
0.83%0.79%$310.3万2.3万股$282.6万2.3万股-387股-1.66%减仓
Globe LifeGL
0.77%0.62%$286.8万2.7万股$222.8万2.7万股00.00%持仓不变
SSPDR道富系列信托SPYG
0.6%0.59%$222.8万2.7万股$211.0万2.6万股+525股+1.99%加仓
IiShares安硕信托IJJ
0.6%0.59%$222.2万1.8万股$209.4万1.8万股-485股-2.63%减仓
美国合众银行USB
0.56%0.51%$208.6万4.6万股$181.1万4.6万股00.00%持仓不变
S道富SPYV
0.54%0.52%$202.4万3.8万股$186.6万3.8万股00.00%持仓不变
IiShares安硕信托IJK
0.54%0.56%$201.6万2.2万股$198.5万2.3万股-588股-2.61%减仓
T赛默飞世尔TMO
0.54%0.5%$199.8万3,230股$178.6万3,230股00.00%持仓不变
IiShares安硕信托IVV
0.52%0.52%$195.3万3,386股$185.3万3,386股00.00%持仓不变
伊顿ETN
0.52%0.52%$194.6万5,870股$185.9万5,930股-60股-1.01%减仓
贝莱德·INC COMBLK
0.51%0.44%$189.7万1,998股$157.1万1,996股+2股+0.10%加仓
伯克希尔哈撒韦BRK.B
0.45%0.39%$168.8万3,668股$140.5万3,453股+215股+6.23%加仓
BOSTON SCIENTIFIC COMBSX
0.45%0.43%$168.5万2.0万股$154.8万2.0万股00.00%持仓不变
联合太平洋铁路UNP
0.44%0.43%$165.0万6,696股$151.8万6,710股-14股-0.21%减仓
IiShares安硕信托HDV
0.43%0.41%$161.8万1.4万股$145.4万1.3万股+380股+2.84%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.39%0.38%$145.7万1.7万股$134.0万1.7万股00.00%持仓不变
亚马逊AMZN
0.34%0.38%$127.5万6,845股$135.7万7,020股-175股-2.49%减仓
家得宝HD
0.3%0.26%$110.2万2,719股$93.6万2,719股00.00%持仓不变
SSPDR行业精选信托XLK
0.29%0.3%$109.0万4,828股$108.5万4,798股+30股+0.63%加仓
谷歌AGOOGL
0.29%0.33%$107.9万6,507股$117.9万6,470股+37股+0.57%加仓
好市多COST
0.25%0.25%$91.9万1,037股$88.1万1,037股00.00%持仓不变
S嘉信·U.S. BROAD MARKET ETFSCHB
0.24%0.24%$91.0万1.4万股$86.0万1.4万股+3股+0.02%加仓

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