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SWM Advisors · 13F 持仓分析
期权收益计算器 机构排行

SWM Advisors

No.10186 数据截至 2022Q4
最新持仓市值 (Q4 2022)
$1.05亿
环比变动 Q3 2022
-$67.5万-0.6%
持仓股票数
24
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
24
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 2022 市值Q4 2022 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
40.19%39.94%$4,239.2万12.9万股$4,239.2万12.9万股00.00%持仓不变
V先锋领航·FTSEVEA
14.52%14.43%$1,531.4万42.1万股$1,531.4万42.1万股00.00%持仓不变
V先锋领航指数基金VXF
12.13%12.06%$1,279.6万10.1万股$1,279.6万10.1万股00.00%持仓不变
IiShares安硕·FLOATING RATE BOND ETFFLOT
6.73%6.68%$709.5万14.1万股$709.5万14.1万股00.00%持仓不变
IiShares安硕信托ICSH
6.31%6.27%$665.6万13.3万股$665.6万13.3万股00.00%持仓不变
V先锋领航债券指数基金BSV
6.08%6.04%$641.0万8.6万股$641.0万8.6万股00.00%持仓不变
V先锋领航债券指数基金BIV
5.43%5.4%$573.1万7.8万股$573.1万7.8万股00.00%持仓不变
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
4.26%4.24%$449.8万10.2万股$449.8万10.2万股00.00%持仓不变
苹果AAPL
0.56%0.55%$58.8万4,256股$58.8万4,256股00.00%持仓不变
The Trade DeskTTD
0.45%0.44%$47.2万7,906股$47.2万7,906股00.00%持仓不变
特斯拉TSLA
0.44%0.93%$45.9万3,732股$99.0万3,732股00.00%持仓不变
V先锋领航斯科茨代尔基金VMBS
0.36%0.36%$38.2万8,470股$38.2万8,470股00.00%持仓不变
WWALKER & DUNLOP INC COMWD
0.29%0.29%$30.9万3,686股$30.9万3,686股00.00%持仓不变
MERCADOLIBRE COMMELI
0.27%0.27%$29.0万350股$29.0万350股00.00%持仓不变
T赛默飞世尔TMO
0.25%0.25%$26.6万525股$26.6万525股00.00%持仓不变
CCATALENT INCORPORATEDCTLT
0.23%0.36%$23.8万5,283股$38.2万5,283股00.00%持仓不变
IISHARES IBONDS DEC 2025 TERM CORPORATE ETFIBCA
0.22%0.22%$23.3万9,655股$23.3万9,655股00.00%持仓不变
I景顺QQQ信托VOO
0.22%0.22%$23.2万867股$23.2万867股00.00%持仓不变
IiShares安硕信托IBDR
0.22%0.22%$23.2万1.0万股$23.2万1.0万股00.00%持仓不变
DANAHER DEL COMDHR
0.21%0.21%$22.0万850股$22.0万850股00.00%持仓不变
NETFLIXNFLX
0.2%0.2%$21.6万918股$21.6万918股00.00%持仓不变
G通用动力VTI
0.2%0.2%$21.5万1,198股$21.5万1,198股00.00%持仓不变
SSPDR标普500 ETFSPY
0.19%0.19%$20.0万561股$20.0万561股00.00%持仓不变
EELECTROCOREECOR
0.02%0.02%$2.3万5.8万股$2.3万5.8万股00.00%持仓不变

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