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Fullen Financial Group · 13F 持仓分析
期权收益计算器 机构排行

Fullen Financial Group

No.10085 数据截至 2023Q1
最新持仓市值 (Q1 2023)
$1.85亿
环比变动 Q4 2022
+$1,910.1万+11.5%
持仓股票数
59
新买入
0
加仓
42
减仓
14
清仓
0
持股不变
3
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 2023 市值Q1 2023 股数上季度市值上季度股数股数变动操作
V先锋领航债券指数基金BIV
11.45%11.75%$2,124.1万27.5万股$1,954.6万26.3万股+1.2万股+4.70%加仓
V先锋领航国际股票指数基金VEU
10.79%10.06%$2,001.9万36.7万股$1,673.6万33.4万股+3.4万股+10.09%加仓
V先锋领航债券指数基金BSV
8.69%8.31%$1,612.3万21.0万股$1,382.4万18.4万股+2.7万股+14.56%加仓
V先锋领航指数基金VB
7.52%7.05%$1,395.5万7.5万股$1,173.5万6.4万股+1.1万股+16.53%加仓
V先锋领航指数基金VTV
6.65%6.49%$1,233.0万8.8万股$1,080.3万7.7万股+1.1万股+13.98%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
6.04%6.87%$1,120.6万22.1万股$1,143.0万22.9万股-8,441股-3.68%减仓
V先锋领航指数基金VUG
5.06%3.96%$937.9万3.7万股$658.2万3.1万股+6,326股+20.48%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
4.59%4.78%$851.0万6.3万股$796.0万5.9万股+4,181股+7.10%加仓
V先锋领航·FSTEVWO
3.32%3.27%$616.0万15.3万股$543.8万14.0万股+1.4万股+9.73%加仓
V先锋领航指数基金VOT
2.6%2.38%$482.8万2.5万股$395.4万2.2万股+3,340股+15.19%加仓
S道富SPAB
2.46%2.65%$457.1万17.7万股$441.0万17.5万股+1,291股+0.74%加仓
SSPDR道富指数基金SPDW
2.25%2.29%$417.0万12.7万股$381.7万12.9万股-1,910股-1.49%减仓
S道富SPSM
2.21%2.48%$409.8万11.2万股$411.9万11.1万股+150股+0.13%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
2%2.2%$370.5万12.5万股$366.5万12.5万股+146股+0.12%加仓
S道富SPYV
1.77%1.86%$328.8万7.9万股$309.7万8.0万股-273股-0.34%减仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
1.71%1.9%$316.4万10.8万股$315.6万10.9万股-900股-0.82%减仓
V先锋领航·FTSEVEA
1.41%1.42%$261.6万5.6万股$235.8万5.6万股+248股+0.44%加仓
SSPDR道富系列信托SPYG
1.31%1.32%$243.7万4.3万股$219.2万4.3万股+140股+0.32%加仓
V先锋领航·SMALLVBR
1.31%1.47%$243.6万1.5万股$244.7万1.5万股+80股+0.52%加仓
IiShares安硕·RUSSELLIWF
1.21%1.19%$224.7万9,104股$197.6万9,222股-118股-1.28%减仓
IiShares安硕信托IWD
1.12%1.24%$207.2万1.3万股$205.8万1.4万股-171股-1.26%减仓
S道富MDYV
1.02%1.12%$189.5万2.9万股$186.6万2.9万股+143股+0.50%加仓
IiShares安硕·RUSSELLIWB
0.98%1%$181.7万7,970股$167.2万7,940股+30股+0.38%加仓
V先锋领航斯科茨代尔基金VONG
0.88%0.85%$162.4万2.6万股$140.6万2.6万股+52股+0.20%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.66%0.66%$121.9万1.7万股$110.4万1.7万股-252股-1.50%减仓
V先锋领航·TOTALBNDX
0.63%0.43%$116.0万2.4万股$71.0万1.5万股+8,726股+58.32%加仓
SSPDR道富指数基金SPEM
0.6%0.65%$111.2万3.3万股$107.4万3.3万股00.00%持仓不变
V先锋领航斯科茨代尔基金VCIT
0.6%0.63%$111.0万1.4万股$104.6万1.3万股+297股+2.20%加仓
V先锋领航·TOTALBND
0.59%0.65%$109.5万1.5万股$108.9万1.5万股-389股-2.57%减仓
S道富MDYG
0.55%0.59%$102.1万1.5万股$97.7万1.5万股+37股+0.25%加仓
S嘉信策略信托SCHE
0.52%0.57%$96.5万4.0万股$94.3万4.0万股-183股-0.46%减仓
V先锋领航指数基金VBK
0.47%0.5%$88.0万4,120股$82.5万4,116股+4股+0.10%加仓
V先锋领航斯科茨代尔基金VONV
0.47%0.51%$86.9万1.3万股$84.8万1.3万股+63股+0.49%加仓
IiShares安硕信托IWS
0.46%0.51%$86.1万8,107股$85.0万8,068股+39股+0.48%加仓
摩根大通JPM
0.46%0.57%$85.6万6,195股$94.1万7,014股-819股-11.68%减仓
V先锋领航斯科茨代尔基金VGIT
0.38%0.4%$70.9万1.2万股$66.6万1.1万股+383股+3.37%加仓
IiShares安硕信托AOR
0.38%0.4%$70.8万1.4万股$66.3万1.4万股-4股-0.03%减仓
VVANGUARD EMERGINGVWOB
0.37%0.25%$68.9万1.1万股$42.4万6,946股+4,134股+59.52%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.34%0.38%$63.4万9,118股$62.7万9,294股-176股-1.89%减仓
V先锋领航·MIDVO
0.34%0.37%$63.1万3,016股$61.2万3,005股+11股+0.37%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.32%0.34%$60.1万6,697股$55.9万6,687股+10股+0.15%加仓
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
0.32%0.33%$59.7万9,812股$55.4万9,812股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
0.32%0.33%$59.3万7,755股$55.1万7,323股+432股+5.90%加仓
IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM
0.3%0.31%$56.3万1.4万股$52.2万1.4万股+339股+2.47%加仓
IiShares安硕·RUSSELLIWM
0.3%0.33%$54.8万3,129股$54.4万3,118股+11股+0.35%加仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.27%0.31%$50.7万3,793股$52.3万3,774股+19股+0.50%加仓
S道富SPIB
0.26%0.28%$47.9万1.5万股$46.4万1.5万股+122股+0.84%加仓
IiShares安硕信托IVV
0.21%0.22%$39.2万937股$36.9万961股-24股-2.50%减仓
IiShares安硕信托IGIB
0.2%0.21%$36.2万7,038股$34.5万6,975股+63股+0.90%加仓
IiShares安硕信托AGG
0.16%0.18%$30.2万3,026股$29.1万3,004股+22股+0.73%加仓

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