13FBOX
HERITAGE WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

HERITAGE WEALTH MANAGEMENT, LLC

No.7548 数据截至 2024Q3
最新持仓市值 (Q3 2024)
$1.78亿
环比变动 Q2 2024
-$205.1万-1.1%
持仓股票数
168
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
168
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
SSPDR道富指数基金SPEM
9.36%9.25%$1,667.1万44.3万股$1,667.1万44.3万股00.00%持仓不变
IIshares Trust Russell 2500 EtfSMMD
6.81%6.73%$1,212.7万19.4万股$1,212.7万19.4万股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
4.95%4.89%$881.8万11.3万股$881.8万11.3万股00.00%持仓不变
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
4.91%4.85%$874.5万24.1万股$874.5万24.1万股00.00%持仓不变
IiShares安硕信托IVV
4.32%4.27%$770.2万1.4万股$770.2万1.4万股00.00%持仓不变
IiShares安硕信托AGG
3.77%3.72%$670.7万6.9万股$670.7万6.9万股00.00%持仓不变
IiShares安硕信托EMB
2.5%2.47%$445.5万5.0万股$445.5万5.0万股00.00%持仓不变
IiShares安硕信托IEFA
2.14%2.12%$381.6万5.3万股$381.6万5.3万股00.00%持仓不变
微软MSFT
1.92%1.89%$341.3万7,636股$341.3万7,636股00.00%持仓不变
苹果AAPL
1.87%1.85%$333.1万1.6万股$333.1万1.6万股00.00%持仓不变
XPELXPEL
1.63%1.61%$290.9万8.2万股$290.9万8.2万股00.00%持仓不变
科磊KLAC
1.36%1.34%$241.9万2,934股$241.9万2,934股00.00%持仓不变
IiShares安硕IEMG
1.29%1.28%$230.2万4.3万股$230.2万4.3万股00.00%持仓不变
S道富SPYM
1.27%1.26%$226.6万3.5万股$226.6万3.5万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
1.23%1.22%$219.9万1.1万股$219.9万1.1万股00.00%持仓不变
ANALOG DEVICES COMADI
1.17%1.16%$208.8万9,149股$208.8万9,149股00.00%持仓不变
史赛克SYK
1.07%1.06%$191.2万5,620股$191.2万5,620股00.00%持仓不变
埃森哲ACN
1.01%1%$180.3万5,943股$180.3万5,943股00.00%持仓不变
LOWES COS COMLOW
1%0.99%$177.6万8,056股$177.6万8,056股00.00%持仓不变
MCKESSON COMMCK
0.99%0.98%$175.9万3,012股$175.9万3,012股00.00%持仓不变
礼来LLY
0.99%0.98%$175.9万1,942股$175.9万1,942股00.00%持仓不变
家得宝HD
0.99%0.97%$175.5万5,097股$175.5万5,097股00.00%持仓不变
默沙东MRK
0.91%0.9%$161.7万1.3万股$161.7万1.3万股00.00%持仓不变
VisaV
0.9%0.89%$159.9万6,094股$159.9万6,094股00.00%持仓不变
GALLAGHER ARTHUR J & COMAJG
0.89%0.88%$157.9万6,091股$157.9万6,091股00.00%持仓不变
康菲石油COP
0.87%0.86%$154.4万1.4万股$154.4万1.4万股00.00%持仓不变
TE CONNECTIVITY ORD SHSTEL
0.86%0.85%$153.4万1.0万股$153.4万1.0万股00.00%持仓不变
艾伯维ABBV
0.86%0.85%$152.6万8,899股$152.6万8,899股00.00%持仓不变
艾默生电气EMR
0.85%0.84%$151.7万1.4万股$151.7万1.4万股00.00%持仓不变
联合健康UNH
0.77%0.76%$137.1万2,692股$137.1万2,692股00.00%持仓不变
万事达MA
0.77%0.76%$137.1万3,108股$137.1万3,108股00.00%持仓不变
JacobsJ
0.75%0.75%$134.3万9,611股$134.3万9,611股00.00%持仓不变
德州仪器TXN
0.74%0.73%$132.3万6,800股$132.3万6,800股00.00%持仓不变
INTERCONTINENTAL EXCHANGE COMICE
0.73%0.72%$129.4万9,452股$129.4万9,452股00.00%持仓不变
雷神技术RTX
0.69%0.68%$122.2万1.2万股$122.2万1.2万股00.00%持仓不变
COMCAST NEW CL ACMCSA
0.61%0.6%$108.7万2.8万股$108.7万2.8万股00.00%持仓不变
阿斯麦ASML
0.6%0.59%$106.3万1,040股$106.3万1,040股00.00%持仓不变
霍尼韦尔HON
0.57%0.57%$102.4万4,794股$102.4万4,794股00.00%持仓不变
IiShares安硕信托SHYG
0.55%0.54%$98.1万2.3万股$98.1万2.3万股00.00%持仓不变
穆迪MCO
0.54%0.54%$96.8万2,299股$96.8万2,299股00.00%持仓不变
诺和诺德NVO
0.54%0.53%$96.2万6,742股$96.2万6,742股00.00%持仓不变
RELX SPONSORED ADRRELX
0.54%0.53%$95.6万2.1万股$95.6万2.1万股00.00%持仓不变
ZOETIS CL AZTS
0.52%0.52%$93.4万5,388股$93.4万5,388股00.00%持仓不变
IiShares安硕·AAA CLO ACTIVE ETFCLOA
0.52%0.51%$92.6万1.8万股$92.6万1.8万股00.00%持仓不变
IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG
0.52%0.51%$92.6万3.7万股$92.6万3.7万股00.00%持仓不变
EOG资源EOG
0.51%0.5%$90.0万7,153股$90.0万7,153股00.00%持仓不变
VVANECK IG FLOATING RATE ETFEMLC
0.5%0.5%$89.9万3.5万股$89.9万3.5万股00.00%持仓不变
恩智浦NXPI
0.49%0.49%$88.0万3,272股$88.0万3,272股00.00%持仓不变
英特尔INTC
0.47%0.46%$83.8万2.7万股$83.8万2.7万股00.00%持仓不变
IiShares安硕信托ITOT
0.45%0.44%$79.7万6,678股$79.7万6,678股00.00%持仓不变

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