13FBOX
High Pines Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

High Pines Wealth Management, LLC

No.10167 数据截至 2023Q4
最新持仓市值 (Q4 2023)
$6,559.4万
环比变动 Q3 2023
+$480.8万+7.9%
持仓股票数
30
新买入
0
加仓
18
减仓
12
清仓
2
持股不变
0
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
V先锋领航斯科茨代尔基金VONG
16.04%15.35%$1,052.0万13.5万股$933.1万13.6万股-1,492股-1.09%减仓
V先锋领航·FTSEVEA
14.25%14.18%$934.6万19.5万股$862.0万19.7万股-2,038股-1.03%减仓
V先锋领航指数基金VOO
13.3%12.91%$872.6万2.0万股$784.9万2.0万股-8股-0.04%减仓
V先锋领航指数基金VTV
12.56%12.51%$823.9万5.5万股$760.4万5.5万股-16股-0.03%减仓
V先锋领航·MIDVO
8.75%8.11%$573.9万2.5万股$492.9万2.4万股+1,000股+4.22%加仓
V先锋领航斯科茨代尔基金BSV
5.92%6.49%$388.6万5.0万股$394.2万5.2万股-2,238股-4.27%减仓
V先锋领航·TOTALBND
5.19%5.79%$340.2万4.6万股$351.8万5.0万股-4,155股-8.24%减仓
V先锋领航市政债券基金VTEB
3.22%4.49%$211.0万4.1万股$272.7万5.7万股-1.5万股-27.10%减仓
苹果AAPL
2.5%2.38%$163.8万8,506股$144.6万8,448股+58股+0.69%加仓
IiShares安硕·COREIJR
2.16%2.25%$141.6万1.3万股$137.0万1.5万股-1,440股-9.92%减仓
TJXTJX
1.39%1.37%$91.0万9,699股$83.2万9,363股+336股+3.59%加仓
微软MSFT
1.29%1.17%$84.6万2,249股$71.2万2,256股-7股-0.31%减仓
英伟达NVDA
1.23%1.13%$80.7万1,629股$68.5万1,575股+54股+3.43%加仓
亚马逊AMZN
1.22%0.94%$79.7万5,248股$57.0万4,481股+767股+17.12%加仓
摩根大通JPM
1.1%0.92%$72.1万4,240股$55.9万3,856股+384股+9.96%加仓
Meta平台META
1.03%0.82%$67.4万1,904股$49.6万1,653股+251股+15.18%加仓
AAlphabet Inc Class CGOOG
0.99%0.92%$65.1万4,619股$55.9万4,239股+380股+8.96%加仓
VisaV
0.88%0.71%$57.4万2,206股$43.1万1,875股+331股+17.65%加仓
ADOBE COMADBE
0.77%0.71%$50.3万844股$43.1万846股-2股-0.24%减仓
星巴克SBUX
0.72%0.67%$47.3万4,923股$40.9万4,480股+443股+9.89%加仓
联合健康UNH
0.72%0.72%$47.2万897股$43.5万862股+35股+4.06%加仓
伯克希尔哈撒韦BRK.B
0.7%0.7%$46.2万1,295股$42.8万1,221股+74股+6.06%加仓
家得宝HD
0.69%0.62%$45.2万1,305股$37.6万1,245股+60股+4.82%加仓
迪士尼DIS
0.67%0.52%$43.8万4,849股$31.7万3,913股+936股+23.92%加仓
直觉外科ISRG
0.58%0.53%$37.9万1,122股$32.3万1,105股+17股+1.54%加仓
好事达ALL
0.52%0.47%$34.0万2,432股$28.5万2,558股-126股-4.93%减仓
特斯拉TSLA
0.48%0.46%$31.6万1,271股$28.1万1,125股+146股+12.98%加仓
CoStarCSGP
0.41%0.38%$27.1万3,101股$23.3万3,026股+75股+2.48%加仓
史赛克SYK
0.4%0.37%$26.2万874股$22.5万823股+51股+6.20%加仓
AMGEN COMAMGN
0.34%0.39%$22.3万775股$23.5万875股-100股-11.43%减仓

🧭 机构资金流板块热力图

净流出 净流入