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Epic Trust Investment Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Epic Trust Investment Advisors, LLC

No.9228 数据截至 2024Q2
最新持仓市值 (Q2 2024)
$9,078.5万
环比变动 Q1 2024
+$963.7万+11.9%
持仓股票数
111
新买入
10
加仓
57
减仓
33
清仓
7
持股不变
11
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 2024 市值Q2 2024 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
12.55%11.67%$1,139.8万2.1万股$947.2万1.8万股+2,835股+15.66%加仓
I景顺交易所交易基金信托RSP
6.9%7.02%$626.3万3.8万股$569.6万3.4万股+4,494股+13.36%加仓
I景顺QQQ信托VOO
4.96%6.02%$450.0万9,392股$488.2万1.1万股-1,603股-14.58%减仓
IiShares安硕·RUSSELLIWF
4.64%4.19%$421.5万1.2万股$340.1万1.0万股+1,474股+14.61%加仓
SSPDR道富系列信托SJNK
4.22%3.49%$383.3万15.3万股$282.9万11.2万股+4.1万股+36.83%加仓
SSPDR道富系列信托SPYG
3.39%3.49%$307.4万3.8万股$283.2万3.9万股-351股-0.91%减仓
F第一信托交易所交易基金VIFAPR
2.51%2.62%$227.5万5.8万股$212.6万5.8万股-30股-0.05%减仓
苹果AAPL
2.4%1.95%$217.6万1.0万股$158.4万9,239股+1,090股+11.80%加仓
VanEck ETF信托SMH
2.01%1.02%$182.8万7,013股$82.4万3,662股+3,351股+91.51%加仓
谷歌AGOOGL
1.78%1.66%$161.8万8,882股$134.4万8,902股-20股-0.22%减仓
EEA SERIES TRUSTBOXX
1.74%0.55%$158.3万1.5万股$44.3万4,164股+1.1万股+252.52%加仓
I景顺·ACTIVELY MANAGED EXCGSY
1.72%0.54%$155.8万3.1万股$44.1万8,840股+2.2万股+253.18%加仓
S道富SPYM
1.66%1.81%$150.6万2.4万股$146.6万2.4万股-301股-1.26%减仓
英伟达NVDA
1.63%1.26%$148.3万1.2万股$102.5万1,134股+1.1万股+958.47%加仓
联合健康UNH
1.3%1.31%$118.4万2,325股$106.2万2,147股+178股+8.29%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT
1.27%1.4%$115.6万3.0万股$113.2万3.0万股00.00%持仓不变
AAIM ETF PRODUCTS TRUST US LRGCP B20 APRAPRW
1.24%1.42%$112.7万3.6万股$115.5万3.8万股-1,961股-5.14%减仓
SSPDR黄金信托GLD
1.24%1.33%$112.7万5,242股$107.8万5,242股00.00%持仓不变
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
1.12%1.62%$102.0万2,607股$131.1万3,297股-690股-20.93%减仓
AALLIANZIM U.S. EQUITY BUFFER20 JAN ETFJANW
1.08%1.21%$98.2万3.0万股$98.2万3.1万股-751股-2.40%减仓
ADOBE COMADBE
1.08%0.95%$97.8万1,760股$77.3万1,531股+229股+14.96%加仓
亚马逊AMZN
1.04%0.86%$94.1万4,871股$70.1万3,885股+986股+25.38%加仓
S道富SPAB
0.99%1.12%$90.2万3.6万股$90.8万3.6万股+32股+0.09%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.96%1.21%$86.9万2,766股$98.0万3,420股-654股-19.12%减仓
微软MSFT
0.94%1.11%$85.1万1,903股$89.9万2,137股-234股-10.95%减仓
IiShares安硕·RUSSELLIWM
0.93%1.39%$84.2万4,151股$113.2万5,380股-1,229股-22.84%减仓
GGlobal X基金CLIP
0.88%$79.5万7,911股$00股+7,911股新买入
V先锋领航指数基金VOO
0.83%1.02%$75.5万1,510股$82.8万1,723股-213股-12.36%减仓
财捷INTU
0.79%0.71%$71.6万1,090股$57.9万891股+199股+22.33%加仓
SSPDR道富指数基金SPDW
0.76%0.83%$68.7万2.0万股$67.4万1.9万股+795股+4.23%加仓
贝莱德·ETF TRUST IIBIP
0.71%0.79%$64.4万2.3万股$64.1万2.3万股00.00%持仓不变
V先锋领航·TOTALBND
0.68%1%$61.8万8,584股$80.9万1.1万股-2,549股-22.90%减仓
T赛默飞世尔TMO
0.64%0.69%$58.3万1,054股$56.3万969股+85股+8.77%加仓
埃克森美孚XOM
0.63%0.71%$57.6万5,006股$57.9万4,980股+26股+0.52%加仓
IiShares安硕信托IVV
0.61%0.67%$54.9万1,004股$54.0万1,028股-24股-2.33%减仓
万事达MA
0.61%0.81%$54.9万1,245股$65.4万1,359股-114股-8.39%减仓
FFiservFISV
0.59%0.64%$53.9万3,614股$52.0万3,251股+363股+11.17%加仓
VisaV
0.58%0.71%$52.5万1,999股$57.3万2,052股-53股-2.58%减仓
F第一信托·USTQTEC
0.56%0.79%$50.7万2,569股$64.1万3,359股-790股-23.52%减仓
NAPCO SEC TECHNOLOGIESNSSC
0.55%0.47%$50.3万9,678股$37.7万9,399股+279股+2.97%加仓
好市多COST
0.55%0.5%$50.2万590股$40.2万549股+41股+7.47%加仓
TJXTJX
0.55%0.54%$49.7万4,516股$44.0万4,339股+177股+4.08%加仓
沃尔玛WMT
0.54%0.45%$49.2万7,269股$36.4万6,052股+1,217股+20.11%加仓
SSPDR道富系列信托QUS
0.54%0.55%$49.2万3,337股$44.8万3,075股+262股+8.52%加仓
伯克希尔哈撒韦BRK.B
0.54%0.8%$48.8万1,199股$65.1万1,549股-350股-22.60%减仓
LOWES COS COMLOW
0.52%0.63%$47.6万2,160股$50.7万1,991股+169股+8.49%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.5%0.71%$45.6万9,035股$57.6万1.1万股-2,377股-20.83%减仓
卡特彼勒CAT
0.5%0.6%$45.2万1,355股$48.7万1,330股+25股+1.88%加仓
安费诺APH
0.48%0.56%$43.6万6,472股$45.7万3,966股+2,506股+63.19%加仓
百事可乐PEP
0.48%0.5%$43.5万2,637股$41.0万2,340股+297股+12.69%加仓

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