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DB Wealth Management Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

DB Wealth Management Group, LLC

No.10133 数据截至 2023Q4
最新持仓市值 (Q4 2023)
$1.76亿
环比变动 Q3 2023
+$1,761.2万+11.1%
持仓股票数
370
新买入
15
加仓
60
减仓
55
清仓
17
持股不变
240
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
SSPDR标普500 ETFSPY
15.17%1.52%$2,671.0万5.6万股$241.2万5,642股+5.1万股+895.99%加仓
IiShares安硕·MSCI EAFE ETFEFA
5.98%5.94%$1,052.8万14.0万股$941.9万13.7万股+3,063股+2.24%加仓
C资本集团股息价值CCBG
5.77%4.86%$1,015.7万34.0万股$770.8万29.1万股+4.9万股+16.88%加仓
G通用动力VTI
5.04%3.46%$887.8万3.7万股$547.6万2.6万股+1.2万股+45.18%加仓
IiShares安硕·COREIJH
4.37%3.83%$769.9万2.8万股$606.2万2.4万股+3,466股+14.26%加仓
IiShares安硕信托ILCG
3.93%3.12%$692.3万10.2万股$493.7万8.3万股+1.9万股+23.33%加仓
WWISDOMTREE INTERNATIONALEQUITY FUNDDWM
2.74%2.8%$483.3万9.2万股$443.7万9.2万股+270股+0.29%加仓
F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV
2.65%3.65%$466.0万9.0万股$578.6万13.1万股-4.0万股-30.78%减仓
I景顺QQQ信托VOO
2.43%1.94%$427.1万1.0万股$308.0万8,597股+1,832股+21.31%加仓
I景顺交易所交易基金信托RSP
2.05%15.88%$361.1万2.3万股$2,516.7万17.8万股-15.5万股-87.12%减仓
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
1.8%2.03%$317.3万6.9万股$321.3万7.8万股-8,997股-11.47%减仓
IiShares安硕信托SHV
1.78%2.73%$313.0万2.8万股$433.3万3.9万股-1.1万股-27.54%减仓
SSPDR行业精选信托XLRE
1.69%1.58%$297.8万7.1万股$251.1万6.0万股+1.1万股+18.58%加仓
IiShares安硕·COREIJR
1.6%1.26%$281.3万2.6万股$200.2万2.1万股+4,755股+22.40%加仓
SSPDR道富系列信托BILS
1.52%1.98%$267.5万2.7万股$314.3万3.2万股-4,624股-14.63%减仓
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
1.48%1.61%$260.5万8.1万股$254.8万9.0万股-9,369股-10.37%减仓
V先锋领航指数基金VUG
1.45%1.03%$254.5万8,188股$163.6万6,008股+2,180股+36.28%加仓
IiShares安硕信托SHYG
1.44%1.15%$253.0万6.0万股$181.7万4.4万股+1.6万股+35.29%加仓
苹果AAPL
1.38%1.55%$243.7万1.3万股$245.2万1.4万股-1,664股-11.62%减仓
GGlobal X基金PAVE
1.35%1.34%$238.1万6.9万股$212.2万7.0万股-735股-1.05%减仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
1.29%1.77%$227.0万4.5万股$279.8万5.6万股-1.0万股-18.73%减仓
IiShares安硕信托HDV
1.21%1.55%$213.7万2.1万股$245.9万2.5万股-3,914股-15.74%减仓
SSPDR道富系列信托XAR
1.1%0.91%$194.0万1.4万股$144.3万1.3万股+1,451股+11.27%加仓
S嘉信·USSCHA
1.06%1.02%$186.8万4.0万股$161.2万3.9万股+620股+1.59%加仓
IiShares安硕信托ITOT
1%0.11%$175.4万1.7万股$16.7万1,771股+1.5万股+840.94%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.88%2.85%$155.4万4,124股$451.9万1.3万股-9,369股-69.44%减仓
S嘉信策略信托SCHM
0.86%0.8%$151.3万2.0万股$127.2万1.9万股+1,292股+6.87%加仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.79%1.03%$139.8万2.2万股$163.2万2.8万股-5,448股-19.63%减仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.77%0.37%$136.2万1.9万股$58.0万8,552股+1.0万股+120.70%加仓
伯克希尔哈撒韦BRK.B
0.77%0.88%$134.7万3,778股$138.8万3,962股-184股-4.64%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.71%0.65%$124.4万4,794股$103.7万4,571股+223股+4.88%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.68%0.72%$119.2万6,995股$113.4万7,298股-303股-4.15%减仓
IiShares安硕信托IWD
0.66%0.66%$116.8万7,070股$105.2万6,926股+144股+2.08%加仓
F第一信托交易所交易基金FXO
0.64%0.73%$112.4万2.6万股$115.6万3.1万股-4,609股-15.08%减仓
IiShares安硕信托PFF
0.64%0.39%$111.9万3.6万股$61.3万2.0万股+1.6万股+76.41%加仓
IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD
0.63%0.71%$110.9万2.3万股$112.6万2.3万股-930股-3.96%减仓
FFIRST TRUST MATERIALS ALPHADEX FUNDFXZ
0.63%0.68%$110.3万1.6万股$107.5万1.7万股-1,067股-6.26%减仓
IiShares安硕·MSCIQUAL
0.59%0.59%$104.7万7,118股$93.8万7,116股+2股+0.03%加仓
V先锋领航白厅基金VYM
0.57%0.65%$100.2万8,979股$102.8万9,952股-973股-9.78%减仓
F第一信托·UST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDFXR
0.56%0.53%$98.6万1.5万股$83.8万1.5万股+615股+4.22%加仓
F第一信托·USTQTEC
0.55%0.27%$97.0万5,528股$43.6万3,000股+2,528股+84.27%加仓
SSPDR道富系列信托BIL
0.47%0.54%$83.5万9,141股$85.5万9,316股-175股-1.88%减仓
V先锋领航全球基金VGT
0.45%0.38%$79.2万1,636股$60.6万1,460股+176股+12.05%加仓
微软MSFT
0.44%0.41%$77.3万2,057股$64.9万2,056股+1股+0.05%加仓
亚马逊AMZN
0.42%0.39%$73.2万4,820股$61.3万4,820股00.00%持仓不变
V先锋领航全球基金MGV
0.41%0.48%$72.7万6,650股$75.4万7,434股-784股-10.55%减仓
SSPDR道富系列信托KCE
0.4%$69.9万6,852股$00股+6,852股新买入
V先锋领航·MIDVO
0.39%0.39%$69.1万2,970股$61.7万2,962股+8股+0.27%加仓
IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB
0.35%0.33%$60.8万9,052股$51.7万8,662股+390股+4.50%加仓
IiShares安硕信托ITB
0.34%0.26%$60.1万5,908股$41.2万5,252股+656股+12.49%加仓

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