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

Kowal Investment Group, LLC

No.4018 数据截至 2024Q3
最新持仓市值 (Q3 2024)
$5.44亿
环比变动 Q2 2024
+$4,247.5万+8.5%
持仓股票数
200
新买入
24
加仓
95
减仓
75
清仓
5
持股不变
6
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
F富达·MERRIMACK STR TRFBND
17.93%18.71%$9,745.9万208.5万股$9,373.6万208.6万股-1,145股-0.05%减仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
9.44%$5,132.9万49.6万股$00股+49.6万股新买入
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
6.55%6.49%$3,560.2万84.9万股$3,252.9万85.8万股-8,933股-1.04%减仓
F第一信托·USTQTEC
6.15%7%$3,341.0万17.5万股$3,506.6万17.8万股-2,946股-1.66%减仓
F富达Covington信托FBCG
5.01%5.59%$2,722.5万63.7万股$2,800.9万66.0万股-2.3万股-3.55%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
4.52%4.49%$2,455.4万4.3万股$2,252.4万4.2万股+1,007股+2.39%加仓
ZZACKS TRUSTZECP
2.77%1.84%$1,505.9万48.8万股$919.9万31.9万股+16.9万股+53.14%加仓
SSPDR标普500 ETFSPY
2.36%2.56%$1,281.3万2.2万股$1,280.4万2.4万股-1,195股-5.08%减仓
苹果AAPL
2.11%1.99%$1,149.3万4.9万股$999.7万4.7万股+1,862股+3.92%加仓
F第一信托交易所交易基金IIIFMB
1.84%1.97%$998.5万19.2万股$986.6万19.3万股-1,066股-0.55%减仓
英伟达NVDA
1.63%1.8%$886.6万7.3万股$902.7万7.3万股-62股-0.08%减仓
IiShares安硕信托GVI
1.47%1.68%$798.3万7.3万股$839.7万7.9万股-5,319股-6.75%减仓
微软MSFT
1.43%1.59%$778.1万1.8万股$797.7万1.8万股+235股+1.32%加仓
FFirst Trust Technology Alphadex Fund EtfFXL
1.28%1.38%$695.3万5.0万股$693.5万5.1万股-747股-1.47%减仓
IiShares安硕信托IEFA
1.2%0.98%$653.3万8.4万股$491.5万6.8万股+1.6万股+23.69%加仓
IiShares安硕信托AGG
1.15%1.02%$623.1万6.2万股$511.5万5.3万股+8,827股+16.75%加仓
ZZACKS SMALL/MID CAP ETFSMIZ
0.77%0.62%$420.3万12.7万股$310.8万10.2万股+2.5万股+24.57%加仓
IiShares安硕信托DGRO
0.75%0.7%$410.1万6.5万股$351.4万6.1万股+4,411股+7.23%加仓
FFirst Trust Large Cap Value Alphadex Fund Tr Lrg CP Val EtfFTA
0.72%0.73%$393.6万5.0万股$364.7万5.0万股+181股+0.37%加仓
WWEC ENERGY COMIDU
0.71%0.63%$387.8万4.0万股$316.7万4.0万股-37股-0.09%减仓
IiShares安硕·COREIJH
0.69%0.75%$373.0万6.0万股$376.2万6.4万股-4,446股-6.92%减仓
亚马逊AMZN
0.67%0.71%$362.7万1.9万股$355.8万1.8万股+1,057股+5.74%加仓
F第一信托·EXCHANGE-TRADED ALPFAD
0.66%0.67%$358.7万2.7万股$334.5万2.7万股-326股-1.20%减仓
F第一信托·USTFVD
0.65%0.64%$353.1万7.8万股$318.9万7.8万股-615股-0.79%减仓
艾伯维ABBV
0.59%0.51%$319.6万1.6万股$257.4万1.5万股+1,180股+7.86%加仓
F第一信托交易所交易基金FTCS
0.58%10.24%$315.2万3.5万股$5,131.4万61.1万股-57.6万股-94.31%减仓
IiShares安硕信托EFG
0.57%0.58%$307.4万2.9万股$290.4万2.8万股+168股+0.59%加仓
TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP
0.53%0.56%$288.0万7.3万股$281.7万7.3万股-99股-0.14%减仓
谷歌AGOOGL
0.52%0.61%$282.1万1.7万股$304.7万1.7万股+285股+1.70%加仓
S嘉信策略信托SCHE
0.52%0.42%$280.5万9.6万股$211.5万8.0万股+1.7万股+20.74%加仓
宝洁PG
0.51%0.52%$279.5万1.6万股$261.4万1.6万股+286股+1.80%加仓
Meta平台META
0.51%0.46%$277.8万4,853股$231.0万4,580股+273股+5.96%加仓
IiShares安硕信托CMF
0.5%0.51%$272.1万4.7万股$254.6万4.5万股+2,051股+4.58%加仓
V先锋领航斯科茨代尔基金VMBS
0.47%0.42%$254.0万5.4万股$209.1万4.6万股+7,731股+16.78%加仓
V先锋领航斯科茨代尔基金VGSH
0.45%0.4%$245.4万4.2万股$199.5万3.4万股+7,178股+20.87%加仓
IiShares安硕·COREIJR
0.45%0.46%$243.9万2.1万股$230.4万2.2万股-743股-3.44%减仓
S道富SPIB
0.45%0.38%$242.8万7.2万股$188.9万5.8万股+1.4万股+24.17%加仓
I景顺交易所交易基金IISPHD
0.44%0.43%$239.6万4.7万股$216.7万4.9万股-1,412股-2.89%减仓
V先锋领航斯科茨代尔基金BSV
0.41%0.33%$225.5万2.8万股$166.4万2.2万股+6,858股+31.84%加仓
摩根大通JPM
0.41%0.42%$221.8万1.1万股$208.7万1.0万股+201股+1.95%加仓
博通AVGO
0.38%0.32%$204.0万1.2万股$158.8万989股+1.1万股+1,095.85%加仓
PPimco Active Bond ETFBOND
0.37%0.38%$199.3万2.1万股$190.3万2.1万股+173股+0.83%加仓
IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF
0.36%0.34%$196.7万3.6万股$172.3万3.6万股+173股+0.48%加仓
美国合众银行USB
0.36%0.35%$195.2万4.3万股$176.2万4.4万股-1,684股-3.79%减仓
PPIMCO太平洋投资管理ETFMUNI
0.34%0.36%$183.7万3.5万股$181.4万3.5万股-168股-0.48%减仓
家得宝HD
0.34%0.29%$183.6万4,532股$143.3万4,164股+368股+8.84%加仓
卡特彼勒CAT
0.31%0.28%$170.2万4,351股$140.7万4,225股+126股+2.98%加仓
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
0.31%0.32%$169.9万2.3万股$161.6万2.4万股-215股-0.91%减仓
麦当劳MCD
0.31%0.3%$169.9万5,579股$151.1万5,928股-349股-5.89%减仓
强生JNJ
0.31%0.29%$167.5万1.0万股$144.5万9,888股+451股+4.56%加仓

🧭 机构资金流板块热力图

净流出 净流入