13FBOX
WEALTH ADVISORS, INC. · 13F 持仓分析
期权收益计算器 机构排行

WEALTH ADVISORS, INC.

No.10052 数据截至 2023Q3
最新持仓市值 (Q3 2023)
$2.23亿
环比变动 Q2 2023
-$1,115.3万-4.8%
持仓股票数
67
新买入
6
加仓
14
减仓
20
清仓
3
持股不变
27
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 2023 市值Q3 2023 股数上季度市值上季度股数股数变动操作
苹果AAPL
23.06%24.08%$5,150.0万30.1万股$5,646.0万29.8万股+3,284股+1.10%加仓
亚马逊AMZN
10.88%10.92%$2,429.9万19.1万股$2,559.5万19.6万股-4,537股-2.32%减仓
谷歌AGOOGL
7.25%6.25%$1,619.1万12.4万股$1,465.3万12.3万股+520股+0.42%加仓
I景顺QQQ信托VOO
6.62%6.71%$1,478.6万4.1万股$1,574.1万4.2万股-953股-2.26%减仓
万事达MA
5.92%5.7%$1,322.7万3.3万股$1,336.1万3.3万股+65股+0.19%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
4.69%4.61%$1,047.2万8.1万股$1,081.7万8.3万股-2,059股-2.47%减仓
微软MSFT
4.44%4.51%$990.8万3.1万股$1,057.4万3.1万股+19股+0.06%加仓
英伟达NVDA
4.13%4.22%$923.4万2.1万股$990.2万2.3万股-1,327股-5.88%减仓
VisaV
3.59%3.6%$802.0万3.5万股$843.2万3.5万股+54股+0.16%加仓
V先锋领航·SPECIALIZED FUNDSVIG
2.94%3%$655.7万4.2万股$702.5万4.3万股-1,113股-2.57%减仓
Essex地产ESS
2.6%2.81%$580.9万2.7万股$659.2万2.7万股00.00%持仓不变
Meta平台META
2.41%2.36%$539.3万1.8万股$553.0万1.8万股+86股+0.48%加仓
嘉信理财SCHW
1.59%1.61%$354.1万6.5万股$376.7万7.5万股-1.0万股-13.42%减仓
家得宝HD
1.53%1.53%$342.0万1.1万股$359.4万1.1万股00.00%持仓不变
强生JNJ
1.38%1.33%$308.2万2.0万股$312.6万2.0万股+16股+0.08%加仓
Q高通QCOM
1.2%1.26%$267.5万2.4万股$296.3万2.5万股-879股-3.52%减仓
T赛默飞世尔TMO
1.13%1.12%$253.1万5,000股$263.0万5,000股00.00%持仓不变
SSPDR标普500 ETFSPY
1.11%1.11%$247.6万5,793股$259.7万5,823股-30股-0.52%减仓
F第一信托交易所交易基金RDVY
0.99%0.99%$221.5万4.8万股$232.1万4.8万股-132股-0.27%减仓
艾伯维ABBV
0.88%0.76%$195.5万1.3万股$177.1万1.3万股-5股-0.04%减仓
IISHARES U.S. INDUSTRIALSETFIYJ
0.74%0.75%$165.0万1.6万股$176.4万1.6万股00.00%持仓不变
好市多COST
0.7%0.6%$156.5万2,770股$141.0万2,620股+150股+5.73%加仓
SSPDR行业精选信托XLK
0.61%0.61%$135.2万8,247股$143.3万8,235股+12股+0.15%加仓
I景顺交易所交易基金信托PPA
0.6%0.6%$133.0万1.7万股$141.7万1.7万股00.00%持仓不变
FFIRST TRUST INDXX NEXTG ETFNXTG
0.59%0.6%$132.3万2.0万股$141.5万2.0万股00.00%持仓不变
V先锋领航白厅基金VYM
0.58%0.9%$130.3万1.3万股$211.7万2.0万股-7,163股-36.22%减仓
美国运通AXP
0.52%0.58%$116.2万7,786股$135.7万7,786股00.00%持仓不变
DDimensional维度ETF信托DFAC
0.45%0.45%$100.9万3.8万股$105.7万3.8万股00.00%持仓不变
SSPDR道富系列信托SDY
0.41%0.42%$92.3万8,025股$99.0万8,025股00.00%持仓不变
V先锋领航指数基金VUG
0.41%0.41%$91.1万3,347股$95.4万3,347股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.41%0.35%$91.0万6,900股$82.5万6,900股00.00%持仓不变
ENTERPRISE PRODS PARTNERS LEPD
0.39%0.36%$87.1万3.2万股$84.6万3.2万股00.00%持仓不变
IiShares安硕·COREIJR
0.32%0.33%$71.4万7,564股$76.9万7,564股00.00%持仓不变
SSPDR行业精选信托XLE
0.28%0.23%$62.8万6,943股$53.4万6,360股+583股+9.17%加仓
伯克希尔哈撒韦BRK.B
0.23%0.22%$51.9万1,482股$51.4万1,488股-6股-0.40%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.23%0.26%$51.0万1,117股$61.2万1,249股-132股-10.57%减仓
BBANK OF AMERBAC
0.22%0.23%$49.4万1.8万股$53.0万1.8万股00.00%持仓不变
威瑞森VZ
0.22%0.26%$48.8万1.5万股$60.7万1.7万股-2,350股-13.50%减仓
优步UBER
0.21%0.16%$47.2万1.0万股$36.9万8,297股+1,962股+23.65%加仓
星座品牌STZ
0.21%0.2%$46.5万1,850股$46.4万1,850股00.00%持仓不变
V先锋领航指数基金VOO
0.2%0.19%$43.7万1,114股$45.6万1,114股00.00%持仓不变
摩根大通JPM
0.17%0.17%$37.9万2,612股$38.7万2,612股00.00%持仓不变
GGlobal X基金PAVE
0.15%0.15%$33.8万1.1万股$35.4万1.1万股-30股-0.27%减仓
礼来LLY
0.15%$33.6万626股$00股+626股新买入
AAT&TT
0.15%0.14%$32.7万2.2万股$32.7万2.2万股+141股+0.65%加仓
PHILIP MORRIS INTLPM
0.14%0.15%$32.2万3,482股$34.5万3,482股00.00%持仓不变
MAIN STR CAPMAIN
0.14%0.13%$31.6万7,770股$31.3万7,770股00.00%持仓不变
S嘉信·USSCHX
0.14%$30.7万6,073股$00股+6,073股新买入
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.14%0.14%$30.7万1.4万股$32.4万1.4万股00.00%持仓不变
超微电脑SMCI
0.13%$29.3万1,068股$00股+1,068股新买入

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