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AAFMAA Wealth Management & Trust LLC · 13F 持仓分析
期权收益计算器 机构排行

AAFMAA Wealth Management & Trust LLC

No.5930 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.86亿
环比变动 Q1 2026
+$2,872.0万+11.1%
持仓股票数
95
新买入
5
加仓
35
减仓
48
清仓
6
持股不变
7
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
IiShares安硕信托LQD
8.31%8.52%$2,380.8万21.8万股$2,195.9万20.1万股+1.7万股+8.34%加仓
V先锋领航斯科茨代尔基金BSV
7.5%7.72%$2,149.7万27.2万股$1,990.0万25.1万股+2.1万股+8.35%加仓
IiShares安硕·7-10YRIEF
6.94%7.08%$1,989.0万21.0万股$1,825.4万19.1万股+1.9万股+9.97%加仓
IiShares安硕·MSCI EAFE ETFEFA
5.91%6.14%$1,694.2万16.3万股$1,583.7万16.3万股+41股+0.03%加仓
SSPDR行业精选信托XLF
5.46%5.28%$1,564.3万29.2万股$1,361.0万27.6万股+1.6万股+5.85%加仓
SSPDR标普500 ETFSPY
5.16%4.79%$1,477.4万2.0万股$1,235.0万1.9万股+794股+4.18%加仓
S道富XLI
4.88%4.46%$1,397.8万7.5万股$1,149.0万7.1万股+4,419股+6.22%加仓
SSPDR行业精选信托XLK
4.83%3.7%$1,383.1万7.3万股$953.5万7.2万股+851股+1.19%加仓
iShares安硕·MBSACGL
4.09%4.26%$1,170.7万12.4万股$1,099.3万11.6万股+8,077股+6.98%加仓
英伟达NVDA
2.23%2.21%$640.2万3.2万股$569.6万3.3万股-663股-2.03%减仓
苹果AAPL
1.93%1.99%$553.1万1.9万股$513.6万2.0万股-1,124股-5.55%减仓
SSPDR行业精选信托XLY
1.93%2.09%$552.9万5.2万股$539.8万4.9万股+2,919股+6.00%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
1.73%0.95%$495.9万7,739股$244.5万7,438股+301股+4.05%加仓
AAlphabet Inc Class CGOOG
1.58%1.48%$453.0万1.3万股$380.5万1.3万股-446股-3.36%减仓
SSPDR行业精选信托XLU
1.45%1.54%$415.0万9.2万股$397.6万8.7万股+4,895股+5.65%加仓
微软MSFT
1.4%1.95%$400.2万1.1万股$503.5万1.4万股-2,873股-21.12%减仓
亚马逊AMZN
1.3%1.37%$371.7万1.6万股$353.4万1.7万股-1,375股-8.10%减仓
V先锋领航指数基金VUG
1.22%1.01%$349.1万4.1万股$260.9万5,973股+3.5万股+578.47%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.19%1.02%$340.1万1.4万股$263.6万1.2万股+2,117股+17.27%加仓
AAMPLIFY ETF TRHACK
1.15%0.84%$328.1万3.1万股$217.4万2.9万股+2,322股+8.02%加仓
博通AVGO
1.09%1.1%$313.3万8,293股$282.5万9,128股-835股-9.15%减仓
SSPDR行业精选信托XLP
1.05%1.08%$299.5万3.6万股$279.5万3.4万股+1,959股+5.75%加仓
摩根大通JPM
1.02%1.09%$291.3万8,898股$280.2万9,525股-627股-6.58%减仓
SSPDR行业精选信托XLY
0.95%0.93%$271.6万2.3万股$240.1万2.2万股+1,125股+5.11%加仓
VanEck ETF信托PPH
0.94%0.95%$270.3万2.5万股$244.2万2.4万股+1,212股+5.16%加仓
SSPDR行业精选信托XLRE
0.9%0.88%$258.7万5.9万股$227.6万5.6万股+3,010股+5.40%加仓
TTidal·TRUST IVETZ
0.82%0.87%$235.0万11.9万股$223.9万11.2万股+6,665股+5.94%加仓
卡特彼勒CAT
0.78%0.63%$224.3万2,106股$161.7万2,282股-176股-7.71%减仓
EntergyETR
0.72%0.84%$206.2万1.8万股$216.6万1.9万股-1,323股-6.86%减仓
摩根士丹利MS
0.71%0.66%$203.1万9,717股$171.4万1.0万股-699股-6.71%减仓
VisaV
0.68%0.71%$193.4万5,638股$182.9万6,051股-413股-6.83%减仓
礼来LLY
0.67%0.65%$192.4万1,604股$167.3万1,819股-215股-11.82%减仓
伯克希尔哈撒韦BRK.B
0.61%0.64%$173.4万3,466股$165.7万3,458股+8股+0.23%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.6%0.59%$173.2万1.1万股$152.4万1.0万股+518股+4.98%加仓
美光科技MU
0.58%0.2%$167.4万1,450股$51.5万1,525股-75股-4.92%减仓
特斯拉TSLA
0.58%0.54%$167.2万3,975股$139.4万3,751股+224股+5.97%加仓
伊顿ETN
0.58%0.58%$166.0万3,895股$149.0万4,167股-272股-6.53%减仓
艾伯维ABBV
0.58%0.59%$165.6万6,582股$152.8万7,027股-445股-6.33%减仓
史赛克SYK
0.57%0.71%$163.7万5,199股$182.8万5,564股-365股-6.56%减仓
Meta平台META
0.55%0.58%$158.5万2,813股$149.4万2,611股+202股+7.74%加仓
林德LIN
0.55%0.63%$156.8万3,022股$161.4万3,255股-233股-7.16%减仓
慧与HPEHPE
0.51%0.32%$145.9万3.2万股$83.5万3.5万股-2,748股-7.83%减仓
万事达MA
0.51%0.6%$144.8万2,819股$154.1万3,085股-266股-8.62%减仓
好市多COST
0.49%0.66%$139.6万1,492股$169.1万1,697股-205股-12.08%减仓
家得宝HD
0.48%0.55%$138.4万3,923股$141.4万4,298股-375股-8.72%减仓
埃克森美孚XOM
0.46%0.63%$131.7万9,630股$163.1万9,614股+16股+0.17%加仓
沃尔玛WMT
0.46%0.62%$130.8万1.2万股$158.9万1.3万股-1,233股-9.65%减仓
SSPDR道富系列信托XHB
0.43%0.4%$123.2万1.1万股$103.4万1.0万股+184股+1.76%加仓
N新纪元能源NEE
0.43%0.59%$123.0万1.4万股$152.5万1.6万股-2,412股-14.69%减仓
AMD超威AMD
0.42%0.18%$120.8万2,079股$47.4万2,331股-252股-10.81%减仓

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