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Southern Wealth Management, LLP · 13F 持仓分析
期权收益计算器 机构排行

Southern Wealth Management, LLP

No.10066 数据截至 2023Q2
最新持仓市值 (Q2 2023)
$2.58亿
环比变动 Q1 2023
$0+0.0%
持仓股票数
61
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
61
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Q2 2023 市值Q2 2023 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IEFA
10.39%10.39%$2,676.1万40.0万股$2,676.1万40.0万股00.00%持仓不变
S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC
8.86%8.86%$2,283.3万67.7万股$2,283.3万67.7万股00.00%持仓不变
V先锋领航指数基金VUG
8.12%8.12%$2,090.7万8.4万股$2,090.7万8.4万股00.00%持仓不变
IiShares安硕IEMG
6.65%6.65%$1,711.8万35.1万股$1,711.8万35.1万股00.00%持仓不变
IiShares安硕·RUSSELLIWF
6.61%6.61%$1,703.5万7.0万股$1,703.5万7.0万股00.00%持仓不变
V先锋领航指数基金VOO
5.39%5.39%$1,389.0万3.7万股$1,389.0万3.7万股00.00%持仓不变
IiShares安硕EEMV
4.73%4.73%$1,219.6万22.3万股$1,219.6万22.3万股00.00%持仓不变
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
3.99%3.99%$1,027.4万7.7万股$1,027.4万7.7万股00.00%持仓不变
V先锋领航指数基金VXF
2.84%2.84%$730.9万5.2万股$730.9万5.2万股00.00%持仓不变
IiShares安硕信托EEM
2.27%2.27%$584.1万14.8万股$584.1万14.8万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
2.16%2.16%$555.5万3.1万股$555.5万3.1万股00.00%持仓不变
IiShares安硕信托IWS
2.12%2.12%$546.9万5.1万股$546.9万5.1万股00.00%持仓不变
IiShares安硕信托USMV
1.86%1.86%$479.6万6.6万股$479.6万6.6万股00.00%持仓不变
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
1.79%1.79%$460.6万7.7万股$460.6万7.7万股00.00%持仓不变
V先锋领航指数基金VTV
1.69%1.69%$436.5万3.2万股$436.5万3.2万股00.00%持仓不变
G通用动力VTI
1.58%1.58%$407.3万2.0万股$407.3万2.0万股00.00%持仓不变
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.53%1.53%$394.0万4.3万股$394.0万4.3万股00.00%持仓不变
IiShares安硕信托EFV
1.47%1.47%$379.4万7.8万股$379.4万7.8万股00.00%持仓不变
IiShares安硕信托EFG
1.46%1.46%$376.0万4.0万股$376.0万4.0万股00.00%持仓不变
IiShares安硕信托IWD
1.33%1.33%$343.5万2.3万股$343.5万2.3万股00.00%持仓不变
S嘉信·U.S. BROAD MARKET ETFSCHB
1.33%1.33%$343.4万7.2万股$343.4万7.2万股00.00%持仓不变
V先锋领航·FTSEVEA
1.32%1.32%$340.1万7.5万股$340.1万7.5万股00.00%持仓不变
IiShares安硕信托IVV
1.28%1.28%$329.7万8,019股$329.7万8,019股00.00%持仓不变
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
1.21%1.21%$312.3万2.3万股$312.3万2.3万股00.00%持仓不变
V先锋领航·SMALLVBR
1.13%1.13%$290.9万1.8万股$290.9万1.8万股00.00%持仓不变
S嘉信策略信托SCHM
1.11%1.11%$285.3万4.2万股$285.3万4.2万股00.00%持仓不变
IiShares安硕信托EFAV
1.07%1.07%$276.9万4.1万股$276.9万4.1万股00.00%持仓不变
S嘉信·USSCHA
1.04%1.04%$267.6万6.4万股$267.6万6.4万股00.00%持仓不变
F第一信托交易所交易基金IIIFPE
1.02%1.02%$261.5万16.4万股$261.5万16.4万股00.00%持仓不变
V先锋领航·MIDVO
1%1%$256.9万1.2万股$256.9万1.2万股00.00%持仓不变
V先锋领航·FSTEVWO
0.92%0.92%$238.0万5.9万股$238.0万5.9万股00.00%持仓不变
V先锋领航指数基金VOT
0.8%0.8%$205.2万1.1万股$205.2万1.1万股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.79%0.79%$203.1万2.8万股$203.1万2.8万股00.00%持仓不变
IiShares安硕·COREIJH
0.76%0.76%$196.0万7,837股$196.0万7,837股00.00%持仓不变
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.76%0.76%$195.1万2.8万股$195.1万2.8万股00.00%持仓不变
IiShares安硕·RUSSELLIWB
0.74%0.74%$191.2万8,487股$191.2万8,487股00.00%持仓不变
SSPDR标普500 ETFSPY
0.73%0.73%$188.8万4,611股$188.8万4,611股00.00%持仓不变
S嘉信·USSCHX
0.68%0.68%$174.8万3.6万股$174.8万3.6万股00.00%持仓不变
V先锋领航白厅基金VYM
0.6%0.6%$153.4万1.5万股$153.4万1.5万股00.00%持仓不变
IiShares安硕·COREIJR
0.5%0.5%$130.0万1.3万股$130.0万1.3万股00.00%持仓不变
V先锋领航指数基金VB
0.5%0.5%$127.9万6,748股$127.9万6,748股00.00%持仓不变
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.49%0.49%$125.5万1.9万股$125.5万1.9万股00.00%持仓不变
IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF
0.38%0.38%$97.3万2.0万股$97.3万2.0万股00.00%持仓不变
IIshares Trust Russell 2500 EtfSMMD
0.36%0.36%$92.2万1.7万股$92.2万1.7万股00.00%持仓不变
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.3%0.3%$76.1万1.2万股$76.1万1.2万股00.00%持仓不变
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
0.29%0.29%$73.8万1.3万股$73.8万1.3万股00.00%持仓不变
S嘉信策略信托SCHE
0.23%0.23%$60.4万2.5万股$60.4万2.5万股00.00%持仓不变
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
0.23%0.23%$59.1万1.2万股$59.1万1.2万股00.00%持仓不变
SSPDR道富系列信托SDY
0.19%0.19%$48.4万3,910股$48.4万3,910股00.00%持仓不变
V先锋领航STAR基金VXUS
0.18%0.18%$45.3万8,201股$45.3万8,201股00.00%持仓不变

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