13FBOX
Alterity Financial Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Alterity Financial Group, LLC

No.10115 数据截至 2023Q4
最新持仓市值 (Q4 2023)
$6,991.8万
环比变动 Q3 2023
+$681.5万+10.8%
持仓股票数
73
新买入
7
加仓
9
减仓
40
清仓
3
持股不变
17
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Q4 2023 市值Q4 2023 股数上季度市值上季度股数股数变动操作
苹果AAPL
12.65%12.74%$884.4万4.6万股$803.8万4.7万股-1,010股-2.15%减仓
英伟达NVDA
5.9%5.87%$412.7万8,333股$370.5万8,518股-185股-2.17%减仓
谷歌AGOOGL
5.85%6.17%$409.2万2.9万股$389.5万3.0万股-478股-1.61%减仓
博通AVGO
5.06%4.2%$353.7万3,169股$264.8万3,189股-20股-0.63%减仓
T赛默飞世尔TMO
3.44%3.65%$240.5万4,531股$230.3万4,550股-19股-0.42%减仓
微软MSFT
3.28%3.19%$229.3万6,097股$201.3万6,375股-278股-4.36%减仓
霍尼韦尔HON
3.06%3.04%$213.7万1.0万股$191.7万1.0万股-190股-1.83%减仓
亚马逊AMZN
2.98%2.83%$208.0万1.4万股$178.4万1.4万股-340股-2.42%减仓
好市多COST
2.84%2.71%$198.3万3,004股$170.9万3,026股-22股-0.73%减仓
VisaV
2.78%2.77%$194.6万7,475股$174.7万7,597股-122股-1.61%减仓
摩根大通JPM
2.31%2.24%$161.6万9,499股$141.3万9,741股-242股-2.48%减仓
AMD超威AMD
1.86%1.49%$130.3万8,840股$93.8万9,124股-284股-3.11%减仓
洛克希德马丁LMT
1.78%1.83%$124.5万2,747股$115.2万2,816股-69股-2.45%减仓
IIBMIBM
1.75%1.67%$122.7万7,500股$105.2万7,500股00.00%持仓不变
埃克森美孚XOM
1.75%2.29%$122.6万1.2万股$144.5万1.2万股-20股-0.16%减仓
SSPDR行业精选信托XLE
1.68%1.99%$117.1万1.4万股$125.4万1.4万股+94股+0.68%加仓
雷神技术RTX
1.66%1.57%$116.1万1.4万股$98.8万1.4万股+73股+0.53%加仓
强生JNJ
1.65%1.89%$115.7万7,378股$119.1万7,649股-271股-3.54%减仓
赛富时CRM
1.6%1.39%$111.7万4,245股$87.6万4,320股-75股-1.74%减仓
百事可乐PEP
1.57%1.74%$110.0万6,475股$109.7万6,475股00.00%持仓不变
特斯拉TSLA
1.4%1.6%$98.0万3,945股$101.3万4,047股-102股-2.52%减仓
黑石集团BX
1.35%1.24%$94.1万7,184股$78.4万7,313股-129股-1.76%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.25%1.24%$87.3万1.1万股$78.4万1.1万股-261股-2.42%减仓
家得宝HD
1.22%1.21%$85.2万2,460股$76.3万2,525股-65股-2.57%减仓
百时美施贵宝BMY
1.18%1.49%$82.6万1.6万股$94.2万1.6万股-124股-0.76%减仓
礼来LLY
1.14%1.13%$79.5万1,364股$71.6万1,333股+31股+2.33%加仓
IiShares安硕信托HYG
1.11%1.17%$77.4万1.0万股$73.7万1.0万股00.00%持仓不变
艾伯维ABBV
1.08%1.18%$75.5万4,871股$74.8万5,015股-144股-2.87%减仓
贝莱德·INC COMBLK
1%0.93%$69.9万861股$58.9万911股-50股-5.49%减仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
0.99%1%$68.9万8,055股$63.3万8,055股00.00%持仓不变
GGlobal X基金QYLD
0.95%1.06%$66.1万3.8万股$66.8万4.0万股-1,747股-4.38%减仓
联合健康UNH
0.91%0.96%$63.5万1,207股$60.9万1,207股00.00%持仓不变
I景顺交易所交易基金IIBAB
0.85%0.9%$59.2万2.2万股$57.1万2.3万股-548股-2.43%减仓
ShopifySHOP
0.82%0.64%$57.6万7,400股$40.7万7,450股-50股-0.67%减仓
CARRIER GLOBALCARR
0.82%0.87%$57.2万9,957股$55.0万9,957股00.00%持仓不变
DNP SELECT INCOMEDNP
0.8%0.97%$55.7万6.6万股$61.5万6.5万股+1,130股+1.75%加仓
英特尔INTC
0.79%0.62%$55.3万1.1万股$39.1万1.1万股00.00%持仓不变
杜邦DD
0.78%0.84%$54.7万7,105股$53.0万7,105股00.00%持仓不变
DOW COMDOW
0.77%0.81%$54.2万9,879股$51.3万9,945股-66股-0.66%减仓
CCHENIERE ENERGY PARTNERS LP COM UNITCQP
0.77%0.93%$53.6万1.1万股$58.5万1.1万股-29股-0.27%减仓
金佰利KMB
0.74%0.85%$51.5万4,240股$53.7万4,440股-200股-4.50%减仓
CrowdStrikeCRWD
0.7%0.55%$48.9万1,914股$34.6万2,066股-152股-7.36%减仓
伯克希尔哈撒韦BRK.B
0.69%0.75%$48.0万1,345股$47.1万1,345股00.00%持仓不变
AMGEN COMAMGN
0.67%0.7%$46.9万1,628股$44.4万1,653股-25股-1.51%减仓
PALO ALTOPANW
0.65%0.62%$45.2万1,533股$39.1万1,668股-135股-8.09%减仓
BP SPONSORED ADRBP
0.56%0.67%$38.9万1.1万股$42.6万1.1万股00.00%持仓不变
GGlobal X基金XYLD
0.55%0.61%$38.7万9,825股$38.2万9,825股00.00%持仓不变
SSPDR行业精选信托XLF
0.55%0.54%$38.4万1.0万股$34.1万1.0万股-69股-0.67%减仓
S嘉信策略信托SCHD
0.55%0.54%$38.3万5,035股$34.0万4,801股+234股+4.87%加仓
威瑞森VZ
0.55%0.55%$38.3万1.0万股$34.6万1.1万股-540股-5.05%减仓

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