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Private Wealth Strategies, L.L.C. · 13F 持仓分析
期权收益计算器 机构排行

Private Wealth Strategies, L.L.C.

No.4239 数据截至 2024Q3
最新持仓市值 (Q3 2024)
$4.98亿
环比变动 Q2 2024
$0+0.0%
持仓股票数
73
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
73
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
WWISDOMTREE U.S. LARGECAP FUNDEPS
14.5%14.5%$7,225.5万127.0万股$7,225.5万127.0万股00.00%持仓不变
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
14.44%14.44%$7,196.5万143.0万股$7,196.5万143.0万股00.00%持仓不变
WWisdomTree信托DGRW
11.31%11.31%$5,635.6万72.2万股$5,635.6万72.2万股00.00%持仓不变
WWISDOMTREE U.S. MULTIFACTOR FUNDUSMF
10.86%10.86%$5,415.4万119.2万股$5,415.4万119.2万股00.00%持仓不变
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
8.99%8.99%$4,480.0万44.4万股$4,480.0万44.4万股00.00%持仓不变
SSPDR黄金信托GLD
7.97%7.97%$3,974.7万18.5万股$3,974.7万18.5万股00.00%持仓不变
I景顺QQQ信托VOO
6.2%6.2%$3,090.2万6.4万股$3,090.2万6.4万股00.00%持仓不变
WWISDOMTREE U.S. SMALLCAPQUALITY DIVIDEND GROWTH FUNDDGRS
5.2%5.2%$2,593.1万55.0万股$2,593.1万55.0万股00.00%持仓不变
WWISDOMTREE TR WISDOMTREE US VAWTV
2.72%2.72%$1,357.3万18.6万股$1,357.3万18.6万股00.00%持仓不变
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
2.63%2.63%$1,311.3万28.0万股$1,311.3万28.0万股00.00%持仓不变
ALLIANCEBERNSTEIN NAT MUAFB
1.71%1.71%$853.2万76.8万股$853.2万76.8万股00.00%持仓不变
WORTHINGTON STLWS
1.4%1.4%$695.5万20.8万股$695.5万20.8万股00.00%持仓不变
苹果AAPL
1.31%1.31%$652.3万3.1万股$652.3万3.1万股00.00%持仓不变
V先锋领航指数基金VOO
1.27%1.27%$633.7万1.3万股$633.7万1.3万股00.00%持仓不变
联合健康UNH
0.85%0.85%$423.4万8,313股$423.4万8,313股00.00%持仓不变
亚马逊AMZN
0.8%0.8%$396.9万2.1万股$396.9万2.1万股00.00%持仓不变
WORTHINGTON ENTERPRISESWOR
0.78%0.78%$391.3万8.3万股$391.3万8.3万股00.00%持仓不变
BBNY MELLON MUN INCOME INC
0.48%0.48%$239.6万33.3万股$239.6万33.3万股00.00%持仓不变
ALBERTSONS COMPANIES INCACI
0.4%0.4%$198.3万10.0万股$198.3万10.0万股00.00%持仓不变
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.37%0.37%$182.5万1.3万股$182.5万1.3万股00.00%持仓不变
KAYNE ANDERSON ENERGY INFRSTKYN
0.27%0.27%$133.2万12.9万股$133.2万12.9万股00.00%持仓不变
英伟达NVDA
0.26%0.26%$129.1万1.0万股$129.1万1.0万股00.00%持仓不变
应用材料AMAT
0.24%0.24%$118.0万5,000股$118.0万5,000股00.00%持仓不变
SSPDR标普500 ETFSPY
0.22%0.22%$109.3万2,008股$109.3万2,008股00.00%持仓不变
宝洁PG
0.21%0.21%$103.1万6,252股$103.1万6,252股00.00%持仓不变
联合包裹UPSUPS
0.2%0.2%$100.8万7,366股$100.8万7,366股00.00%持仓不变
IiShares安硕信托ILCG
0.2%0.2%$100.6万1.2万股$100.6万1.2万股00.00%持仓不变
麦当劳MCD
0.2%0.2%$99.5万3,903股$99.5万3,903股00.00%持仓不变
摩根大通JPM
0.19%0.19%$95.7万4,731股$95.7万4,731股00.00%持仓不变
微软MSFT
0.18%0.18%$87.4万1,955股$87.4万1,955股00.00%持仓不变
卡地纳健康CAH
0.16%0.16%$78.2万7,950股$78.2万7,950股00.00%持仓不变
沃尔玛WMT
0.15%0.15%$76.4万1.1万股$76.4万1.1万股00.00%持仓不变
HERSHEY COMHSY
0.15%0.15%$73.5万4,000股$73.5万4,000股00.00%持仓不变
FLAHERTY & CRUMRINE PFD INCOPFD
0.14%0.14%$71.6万6.9万股$71.6万6.9万股00.00%持仓不变
SSPDR道富系列信托XAR
0.14%0.14%$70.8万5,061股$70.8万5,061股00.00%持仓不变
GRAYSCALE BITCOIN TRUST ETFGBTC
0.14%0.14%$68.9万1.3万股$68.9万1.3万股00.00%持仓不变
Meta平台META
0.13%0.13%$65.1万1,291股$65.1万1,291股00.00%持仓不变
I景顺·VALUE MUN INCOME TRIIM
0.12%0.12%$61.1万5.0万股$61.1万5.0万股00.00%持仓不变
IiShares安硕信托ISCG
0.12%0.12%$60.8万1.3万股$60.8万1.3万股00.00%持仓不变
IISHARES MORNINGSTAR VALUE ETFILCV
0.1%0.1%$51.8万6,788股$51.8万6,788股00.00%持仓不变
谷歌AGOOGL
0.1%0.1%$51.0万2,800股$51.0万2,800股00.00%持仓不变
SSPDR行业精选信托XLF
0.1%0.1%$50.2万1.2万股$50.2万1.2万股00.00%持仓不变
强生JNJ
0.1%0.1%$49.4万3,380股$49.4万3,380股00.00%持仓不变
S道富XLI
0.1%0.1%$49.3万4,044股$49.3万4,044股00.00%持仓不变
百事可乐PEP
0.1%0.1%$47.5万2,880股$47.5万2,880股00.00%持仓不变
DDELL TECHNOLOGIES INC CLASS CDELL
0.09%0.09%$46.0万3,334股$46.0万3,334股00.00%持仓不变
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.09%0.09%$45.7万4,700股$45.7万4,700股00.00%持仓不变
FIRST SOLAR COMFSLR
0.09%0.09%$45.1万2,000股$45.1万2,000股00.00%持仓不变
WESTERN ASSET MANAGED MUNS FD COMMMU
0.09%0.09%$44.3万4.3万股$44.3万4.3万股00.00%持仓不变
LLCNB CORP COMLCNB
0.09%0.09%$43.8万3.1万股$43.8万3.1万股00.00%持仓不变

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