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

Engrave Wealth Partners LLC

No.5289 数据截至 2024Q1
最新持仓市值 (Q1 2024)
$3.50亿
环比变动 Q4 2023
-$40.0万-0.1%
持仓股票数
80
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
80
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 2024 市值Q1 2024 股数上季度市值上季度股数股数变动操作
埃克森美孚XOM
13.34%13.32%$4,666.6万46.7万股$4,666.6万46.7万股00.00%持仓不变
DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL
11.81%11.8%$4,133.1万83.7万股$4,133.1万83.7万股00.00%持仓不变
V先锋领航指数基金VOO
10.23%10.22%$3,579.4万8.2万股$3,579.4万8.2万股00.00%持仓不变
V先锋领航指数基金VUG
10.11%10.1%$3,538.6万11.4万股$3,538.6万11.4万股00.00%持仓不变
G高盛ETF信托GSST
7.68%7.67%$2,686.1万53.7万股$2,686.1万53.7万股00.00%持仓不变
I景顺自营指数基金BSCQ
5.11%5.1%$1,787.2万92.6万股$1,787.2万92.6万股00.00%持仓不变
WWisdomTree信托DEM
4.63%4.63%$1,621.0万39.8万股$1,621.0万39.8万股00.00%持仓不变
SSPROTT ASSET MANAGEMENTCEF
4.04%4.03%$1,411.7万73.7万股$1,411.7万73.7万股00.00%持仓不变
V先锋领航斯科茨代尔基金VGSH
3.08%3.08%$1,078.6万18.5万股$1,078.6万18.5万股00.00%持仓不变
LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL
2.68%2.67%$936.2万29.8万股$936.2万29.8万股00.00%持仓不变
I景顺·ACTVELY MNGD ETC FDPDBC
2.59%2.59%$907.6万68.2万股$907.6万68.2万股00.00%持仓不变
雪佛龙CVX
2.51%2.51%$879.1万5.9万股$879.1万5.9万股00.00%持仓不变
KKRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFIVOL
2.1%2.09%$733.3万35.5万股$733.3万35.5万股00.00%持仓不变
S嘉信·USSCHX
1.88%1.88%$659.0万11.7万股$659.0万11.7万股00.00%持仓不变
VVanEck ETF信托GDX
1.82%1.82%$637.2万20.5万股$637.2万20.5万股00.00%持仓不变
苹果AAPL
1.3%1.3%$455.6万2.4万股$455.6万2.4万股00.00%持仓不变
强生JNJ
1.06%1.06%$369.6万2.4万股$369.6万2.4万股00.00%持仓不变
V先锋领航指数基金VBK
0.97%0.97%$338.9万1.4万股$338.9万1.4万股00.00%持仓不变
IiShares安硕信托GVI
0.86%0.86%$300.5万2.9万股$300.5万2.9万股00.00%持仓不变
GGlobal X基金MLPX
0.76%0.76%$264.5万5.9万股$264.5万5.9万股00.00%持仓不变
亚马逊AMZN
0.74%0.74%$258.2万1.7万股$258.2万1.7万股00.00%持仓不变
V先锋领航·TOTALBND
0.64%0.64%$225.5万3.1万股$225.5万3.1万股00.00%持仓不变
IiShares安硕·COREIJR
0.58%0.58%$202.7万1.9万股$202.7万1.9万股00.00%持仓不变
微软MSFT
0.52%0.52%$181.1万4,816股$181.1万4,816股00.00%持仓不变
IIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJP
0.51%0.51%$178.7万5.9万股$178.7万5.9万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.48%0.48%$168.7万3,549股$168.7万3,549股00.00%持仓不变
V先锋领航STAR基金VXUS
0.47%0.47%$163.5万2.8万股$163.5万2.8万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.44%0.44%$153.1万4,292股$153.1万4,292股00.00%持仓不变
IiShares安硕·RUSSELLIWF
0.36%0.36%$126.9万4,185股$126.9万4,185股00.00%持仓不变
G通用动力VTI
0.32%0.32%$111.8万4,712股$111.8万4,712股00.00%持仓不变
FIRST CTZNS BANCSHARES DFCNCA
0.3%0.3%$106.4万750股$106.4万750股00.00%持仓不变
NORTHROP GRUMMAN COMNOC
0.3%0.3%$104.8万2,238股$104.8万2,238股00.00%持仓不变
CSX铁路CSX
0.29%0.29%$101.5万2.9万股$101.5万2.9万股00.00%持仓不变
IiShares安硕信托IVV
0.25%0.25%$87.5万1,832股$87.5万1,832股00.00%持仓不变
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.24%0.24%$83.3万5,741股$83.3万5,741股00.00%持仓不变
英伟达NVDA
0.23%0.23%$81.3万1,642股$81.3万1,642股00.00%持仓不变
摩根大通JPM
0.23%0.23%$80.3万4,722股$80.3万4,722股00.00%持仓不变
联合太平洋铁路UNP
0.23%0.23%$79.7万3,244股$79.7万3,244股00.00%持仓不变
IiShares安硕信托GVI
0.2%0.2%$71.6万6,603股$71.6万6,603股00.00%持仓不变
康菲石油COP
0.2%0.2%$69.0万5,941股$69.0万5,941股00.00%持仓不变
I景顺自营指数基金BSCR
0.19%0.19%$65.2万3.4万股$65.2万3.4万股00.00%持仓不变
H哈特福德·FDS EXCHANGE TRADEDHMOP
0.18%0.18%$63.9万1.6万股$63.9万1.6万股00.00%持仓不变
VisaV
0.18%0.18%$62.5万2,399股$62.5万2,399股00.00%持仓不变
F富达·COMWLTH TRONEQ
0.17%0.17%$60.7万1.0万股$60.7万1.0万股00.00%持仓不变
应用材料AMAT
0.16%0.16%$55.8万3,444股$55.8万3,444股00.00%持仓不变
SUN LIFE FINANCIALSLF
0.16%0.16%$54.6万1.1万股$54.6万1.1万股00.00%持仓不变
宝洁PG
0.15%0.15%$53.0万3,619股$53.0万3,619股00.00%持仓不变
谷歌AGOOGL
0.15%0.15%$52.3万3,741股$52.3万3,741股00.00%持仓不变
霍尼韦尔HON
0.14%0.14%$50.6万2,415股$50.6万2,415股00.00%持仓不变
家得宝HD
0.14%0.14%$49.8万1,436股$49.8万1,436股00.00%持仓不变

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