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Choice Wealth Advisors LLC · 13F 持仓分析
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Choice Wealth Advisors LLC

No.5947 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.85亿
环比变动 Q1 2026
+$3,016.7万+11.8%
持仓股票数
35
新买入
1
加仓
15
减仓
10
清仓
1
持股不变
9
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 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYV
11.62%12.05%$3,310.3万54.5万股$3,070.7万54.3万股+1,831股+0.34%加仓
WWisdomTree信托DGRW
11.11%11.31%$3,164.8万33.1万股$2,880.9万32.8万股+3,007股+0.92%加仓
SSPDR道富系列信托SPYG
9.64%9.06%$2,747.1万23.1万股$2,307.5万23.6万股-4,809股-2.04%减仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
8.85%9%$2,521.3万30.6万股$2,293.1万30.3万股+2,883股+0.95%加仓
J摩根大通交易所交易基金JBND
6.4%6.92%$1,824.7万34.1万股$1,763.2万32.8万股+1.3万股+4.01%加仓
CENTRAL SECSCET
6%6.5%$1,709.1万33.7万股$1,655.4万32.5万股+1.3万股+3.90%加仓
WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM
5.78%5.83%$1,646.9万35.7万股$1,484.4万33.7万股+2.0万股+5.97%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHMM
5.29%5.3%$1,508.7万20.1万股$1,350.0万20.1万股+133股+0.07%加仓
A美国世纪ETF信托AVEM
4.52%4.4%$1,286.9万13.3万股$1,121.9万13.9万股-5,851股-4.20%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
4.17%4.67%$1,189.5万23.5万股$1,189.0万23.5万股+288股+0.12%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
4.11%$1,170.5万39.9万股$00股+39.9万股新买入
FFirst Trust Technology Alphadex Fund EtfFXL
3.91%3.58%$1,112.9万5.1万股$911.5万5.7万股-6,143股-10.71%减仓
A美国世纪ETF信托AVSC
3.5%3.17%$998.2万13.6万股$806.6万12.9万股+6,630股+5.12%加仓
苹果AAPL
3.35%3.28%$955.6万3.3万股$837.0万3.3万股+47股+0.14%加仓
亚马逊AMZN
2.95%2.64%$840.5万3.5万股$672.6万3.2万股+2,970股+9.20%加仓
英伟达NVDA
1.5%1.44%$426.2万2.1万股$365.9万2.1万股+320股+1.53%加仓
I景顺交易所交易基金信托RSP
0.91%0.91%$257.9万4.0万股$232.6万4.0万股-90股-0.22%减仓
F第一信托交易所交易基金FXO
0.89%0.89%$252.7万4.0万股$227.2万4.0万股+25股+0.06%加仓
I景顺交易所交易基金IIEELV
0.87%1.05%$249.3万9.0万股$267.4万9.5万股-5,540股-5.82%减仓
JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE
0.87%0.95%$247.3万3.2万股$241.6万3.6万股-4,486股-12.40%减仓
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
0.78%0.96%$222.4万4.2万股$245.0万5.1万股-8,420股-16.55%减仓
特斯拉TSLA
0.54%0.53%$153.5万3,650股$135.7万3,650股00.00%持仓不变
道富·CORP COMSTT
0.4%0.34%$114.5万6,750股$85.4万6,750股00.00%持仓不变
TTERADYNETER
0.3%0.21%$86.6万1,790股$53.1万1,790股00.00%持仓不变
V先锋领航指数基金VOO
0.3%0.26%$84.1万1,142股$65.3万1,132股+10股+0.88%加仓
伯克希尔哈撒韦BRK.B
0.26%0.29%$74.8万1,494股$73.4万1,532股-38股-2.48%减仓
SSPDR标普500 ETFSPY
0.23%0.22%$65.5万877股$56.9万875股+2股+0.23%加仓
J摩根大通交易所交易基金JMUB
0.16%0.18%$46.3万9,131股$45.6万9,131股00.00%持仓不变
GE航空GE
0.14%0.12%$41.1万1,099股$31.2万1,099股00.00%持仓不变
F第一信托·USTCIBR
0.14%0.11%$39.4万4,387股$27.5万4,387股00.00%持仓不变
IiShares安硕信托AOA
0.11%0.13%$32.4万3,317股$32.6万3,680股-363股-9.86%减仓
GE VernovaGEV
0.11%0.09%$32.2万274股$23.9万274股00.00%持仓不变
J摩根大通交易所交易基金JMST
0.11%0.12%$30.1万5,900股$30.1万5,900股00.00%持仓不变
联合包裹UPSUPS
0.1%0.12%$29.2万2,715股$29.4万2,983股-268股-8.98%减仓
壳牌SHEL
0.08%0.11%$23.1万2,976股$27.7万2,976股00.00%持仓不变

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