13FBOX
Householder Group Estate & Retirement Specialist, LLC · 13F 持仓分析
期权收益计算器 机构排行

Householder Group Estate & Retirement Specialist, LLC

No.8516 数据截至 2024Q4
最新持仓市值 (Q4 2024)
$1.34亿
环比变动 Q3 2024
-$2.10亿-61.0%
持仓股票数
531
新买入
24
加仓
60
减仓
356
清仓
632
持股不变
91
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 2024 市值Q4 2024 股数上季度市值上季度股数股数变动操作
FFS KKR CAPFSK
11.67%4.13%$1,564.4万72.0万股$1,420.2万72.0万股+484股+0.07%加仓
AALPS ETF信托AMLP
10.56%4.1%$1,415.2万29.4万股$1,411.1万29.9万股-5,553股-1.85%减仓
苹果AAPL
5.33%3.7%$715.0万2.9万股$1,270.7万5.5万股-2.6万股-47.64%减仓
好市多COST
4.21%2.63%$564.4万6,160股$902.5万1.0万股-4,020股-39.49%减仓
DIGITALBRIDGEDBRG
4.16%2.06%$558.0万49.5万股$709.0万50.2万股-7,095股-1.41%减仓
亚马逊AMZN
2.86%1.95%$383.1万1.7万股$671.9万3.6万股-1.9万股-51.57%减仓
英伟达NVDA
2.81%2.22%$377.0万2.8万股$763.3万6.3万股-3.5万股-55.34%减仓
SSPDR道富系列信托SPTM
2.21%0.86%$296.6万4.2万股$296.5万4.2万股-805股-1.90%减仓
PPacer基金信托COWZ
1.97%0.73%$264.7万4.7万股$250.7万4.3万股+3,528股+8.14%加仓
SSPDR道富系列信托SPYG
1.97%1.3%$263.7万3.0万股$446.4万5.4万股-2.4万股-44.26%减仓
I景顺QQQ信托VOO
1.93%1.41%$259.2万5,070股$483.9万9,914股-4,844股-48.86%减仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
1.71%0.5%$229.8万4.7万股$172.2万3.5万股+1.2万股+35.45%加仓
微软MSFT
1.58%1.3%$211.6万5,019股$445.5万1.0万股-5,334股-51.52%减仓
INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTILPT
1.44%0.74%$193.6万53.0万股$255.9万53.8万股-7,406股-1.38%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.27%0.78%$170.6万1.2万股$268.2万1.7万股-5,013股-28.79%减仓
WWISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUNDWTAI
1.23%0.35%$164.8万7.5万股$121.8万6.1万股+1.4万股+22.59%加仓
F第一信托·EXCHANGE-TRADED ALPFTC
1.04%0.38%$138.9万1.0万股$129.0万9,816股+233股+2.37%加仓
FFTAI AVIATIONFTAI
0.97%0.33%$130.6万9,067股$114.3万8,600股+467股+5.43%加仓
F第一信托·USTFVD
0.93%0.46%$124.9万2.9万股$158.5万3.5万股-6,219股-17.85%减仓
FIRST INTST BANCSYSTEMFIBK
0.92%0.79%$123.4万4.1万股$271.5万9.1万股-5.0万股-55.41%减仓
F第一信托交易所交易基金VIUCON
0.87%<0.01%$116.9万4.7万股$4,976198股+4.7万股+23,851.52%加仓
J摩根大通交易所交易基金JEPQ
0.84%1.17%$112.1万2.0万股$401.5万7.3万股-5.3万股-72.80%减仓
艾伯维ABBV
0.82%0.6%$109.6万6,169股$205.2万1.0万股-4,224股-40.64%减仓
FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG
0.81%1.6%$109.2万2.2万股$548.7万10.1万股-7.9万股-78.41%减仓
SSPDR行业精选信托XLK
0.78%0.79%$105.2万4,526股$270.4万1.2万股-7,452股-62.21%减仓
J摩根大通交易所交易基金JVAL
0.74%0.28%$98.6万2.3万股$97.1万2.2万股+537股+2.41%加仓
I景顺·RAFI US 1000 ETFPRF
0.71%0.28%$94.9万2.4万股$95.6万2.4万股00.00%持仓不变
PPacer基金信托CALF
0.67%0.18%$90.1万2.0万股$63.2万1.4万股+6,900股+50.81%加仓
SSPDR黄金信托GLD
0.63%0.38%$83.9万3,466股$131.4万5,406股-1,940股-35.89%减仓
AAlphabet Inc Class CGOOG
0.61%0.39%$81.3万4,271股$134.4万8,039股-3,768股-46.87%减仓
F第一信托交易所交易基金FPX
0.59%0.21%$78.9万6,603股$71.7万6,507股+96股+1.48%加仓
F第一信托交易所交易基金FTHI
0.59%0.25%$78.9万3.4万股$87.2万3.8万股-3,992股-10.53%减仓
F第一信托交易所交易基金SKYY
0.56%0.18%$74.7万6,269股$63.5万6,207股+62股+1.00%加仓
SSPDR标普500 ETFSPY
0.53%1.4%$71.5万1,220股$479.8万8,362股-7,142股-85.41%减仓
AFLAC COMAFL
0.47%0.22%$63.5万6,137股$75.7万6,771股-634股-9.36%减仓
雅培ABT
0.45%0.37%$60.8万5,375股$127.2万1.1万股-5,778股-51.81%减仓
VisaV
0.45%0.43%$59.9万1,895股$148.4万5,399股-3,504股-64.90%减仓
SSTATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETFLGLV
0.43%0.17%$58.1万3,514股$57.5万3,400股+114股+3.35%加仓
OOFFICE PPTYS INCOME TR
0.41%0.35%$54.8万54.8万股$121.3万55.6万股-8,453股-1.52%减仓
百事可乐PEP
0.41%0.55%$54.7万3,594股$190.4万1.1万股-7,601股-67.90%减仓
SSPDR行业精选信托XLU
0.4%0.19%$54.2万7,167股$63.7万7,888股-721股-9.14%减仓
帕兰提尔PLTR
0.4%0.33%$54.0万7,139股$112.8万3.0万股-2.3万股-76.46%减仓
埃克森美孚XOM
0.39%0.43%$52.5万4,879股$148.6万1.3万股-7,800股-61.52%减仓
SSPDR行业精选信托XLE
0.37%0.27%$49.4万5,769股$91.4万1.0万股-4,640股-44.58%减仓
PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL
0.37%0.11%$49.1万1.3万股$37.6万9,915股+2,880股+29.05%加仓
SSPDR行业精选信托XLRE
0.34%0.15%$45.6万1.1万股$51.8万1.2万股-374股-3.23%减仓
伯克希尔哈撒韦BRK.B
0.34%0.59%$45.2万998股$201.6万4,380股-3,382股-77.21%减仓
AMGEN COMAMGN
0.31%0.28%$41.3万1,584股$94.6万2,935股-1,351股-46.03%减仓
谷歌AGOOGL
0.31%0.48%$41.0万2,167股$165.1万9,954股-7,787股-78.23%减仓
G通用动力VTI
0.29%0.78%$38.7万1,336股$266.9万9,425股-8,089股-85.82%减仓

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