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Fifth Third Wealth 顾问 · 13F 持仓分析
期权收益计算器 机构排行

Fifth Third Wealth 顾问

Fifth Third Wealth Advisors LLCNo.1216 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$35.75亿
环比变动 Q1 2026
+$6.18亿+20.9%
持仓股票数
991
新买入
211
加仓
427
减仓
338
清仓
32
持股不变
15
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 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
10.71%10.99%$3.83亿51.1万股$3.25亿49.8万股+1.4万股+2.79%加仓
SSPDR标普500 ETFSPY
6.26%6.59%$2.24亿30.0万股$1.95亿30.0万股+41股+0.01%加仓
英伟达NVDA
3.56%3.74%$1.27亿63.7万股$1.11亿63.5万股+1,815股+0.29%加仓
苹果AAPL
3.4%3.58%$1.22亿42.0万股$1.06亿41.8万股+2,292股+0.55%加仓
IiShares安硕信托IEFA
3.34%3.71%$1.19亿123.6万股$1.10亿121.1万股+2.5万股+2.10%加仓
谷歌AGOOGL
2.45%2.32%$8,757.3万24.5万股$6,866.3万23.9万股+6,268股+2.63%加仓
FFASTENAL COMFAST
2.36%1.99%$8,448.1万175.9万股$5,893.2万127.0万股+48.9万股+38.49%加仓
微软MSFT
2.26%2.71%$8,089.7万21.7万股$8,028.9万21.7万股-28股-0.01%减仓
亚马逊AMZN
2.02%2.1%$7,227.4万30.3万股$6,214.5万29.8万股+4,853股+1.63%加仓
IiShares安硕·COREIJH
1.71%1.83%$6,115.8万79.3万股$5,404.1万80.0万股-7,122股-0.89%减仓
博通AVGO
1.5%1.48%$5,348.7万14.2万股$4,381.6万14.2万股+28股+0.02%加仓
摩根大通JPM
1.33%1.4%$4,751.0万14.5万股$4,150.9万14.1万股+4,032股+2.86%加仓
IiShares安硕·COREIJR
1.24%1.24%$4,418.9万29.8万股$3,658.4万29.4万股+3,655股+1.24%加仓
IiShares安硕IEMG
1.16%1.18%$4,144.2万50.0万股$3,480.0万49.9万股+1,339股+0.27%加仓
AAlphabet Inc Class CGOOG
1.11%1.08%$3,953.4万11.2万股$3,187.4万11.1万股+775股+0.70%加仓
Meta平台META
0.97%1.18%$3,473.4万6.2万股$3,478.7万6.1万股+861股+1.42%加仓
IiShares安硕·RUSSELLIWF
0.95%0.96%$3,398.9万27.4万股$2,842.5万6.7万股+20.7万股+310.62%加仓
SSPDR道富系列信托SPYG
0.95%0.91%$3,379.1万28.4万股$2,699.5万27.6万股+8,266股+3.00%加仓
S道富SPYV
0.85%0.96%$3,027.5万49.8万股$2,851.1万50.4万股-5,881股-1.17%减仓
礼来LLY
0.84%0.73%$3,006.7万2.5万股$2,166.8万2.4万股+1,510股+6.41%加仓
美光科技MU
0.83%0.24%$2,957.6万2.6万股$711.0万2.1万股+4,576股+21.74%加仓
埃克森美孚XOM
0.78%1.12%$2,800.3万20.5万股$3,311.7万19.5万股+9,625股+4.93%加仓
卡特彼勒CAT
0.78%0.58%$2,799.0万2.6万股$1,702.8万2.4万股+2,249股+9.36%加仓
迈威尔MRVL
0.76%0.31%$2,702.5万9.1万股$908.4万9.2万股-994股-1.08%减仓
特斯拉TSLA
0.7%0.7%$2,502.9万6.0万股$2,078.7万5.6万股+3,592股+6.42%加仓
V先锋领航指数基金VOO
0.69%0.7%$2,467.6万3.6万股$2,063.4万3.5万股+1,397股+4.05%加仓
GE VernovaGEV
0.69%0.58%$2,456.5万2.1万股$1,724.0万2.0万股+1,159股+5.87%加仓
沃尔玛WMT
0.67%0.84%$2,401.6万21.2万股$2,471.0万19.9万股+1.3万股+6.65%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.67%0.71%$2,382.2万21.6万股$2,109.1万21.7万股-982股-0.45%减仓
应用材料AMAT
0.64%0.34%$2,293.4万3.2万股$992.9万2.9万股+2,672股+9.20%加仓
IiShares安硕信托DVY
0.61%0.71%$2,178.2万13.9万股$2,089.4万13.8万股+1,361股+0.99%加仓
泛林集团LRCX
0.6%0.35%$2,162.4万5.0万股$1,030.5万4.8万股+1,670股+3.46%加仓
伯克希尔哈撒韦BRK.B
0.6%0.7%$2,161.1万4.3万股$2,070.0万4.3万股-9股-0.02%减仓
V先锋领航·FTSEVEA
0.6%0.54%$2,134.0万30.0万股$1,596.0万24.9万股+5.0万股+20.25%加仓
V先锋领航全球基金VGT
0.55%0.5%$1,977.4万16.5万股$1,472.3万2.1万股+14.4万股+684.08%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.54%0.62%$1,943.5万18.7万股$1,829.1万18.8万股-1,217股-0.65%减仓
AMD超威AMD
0.54%0.17%$1,936.5万3.3万股$490.8万2.4万股+9,210股+38.18%加仓
VisaV
0.54%0.55%$1,927.4万5.6万股$1,637.8万5.4万股+1,989股+3.67%加仓
高盛GS
0.51%0.51%$1,819.6万1.8万股$1,508.6万1.8万股+160股+0.90%加仓
BBANK OF AMERBAC
0.48%0.5%$1,730.9万30.4万股$1,488.1万30.5万股-1,465股-0.48%减仓
家得宝HD
0.47%0.51%$1,685.9万4.8万股$1,518.7万4.6万股+1,627股+3.52%加仓
B贝莱德ETF信托DYNF
0.44%0.33%$1,565.0万23.0万股$963.9万16.6万股+6.4万股+38.89%加仓
GE航空GE
0.43%0.37%$1,547.4万4.1万股$1,098.8万3.9万股+2,685股+6.93%加仓
科磊KLAC
0.42%0.23%$1,518.6万5.0万股$694.1万4,714股+4.6万股+967.73%加仓
强生JNJ
0.41%0.45%$1,471.1万5.8万股$1,318.8万5.4万股+3,971股+7.36%加仓
伊顿ETN
0.4%0.39%$1,429.0万3.4万股$1,159.7万3.2万股+1,111股+3.43%加仓
CrowdStrikeCRWD
0.38%0.23%$1,362.4万1.8万股$685.4万1.8万股+297股+1.69%加仓
万事达MA
0.37%0.47%$1,317.2万2.6万股$1,394.8万2.8万股-2,270股-8.13%减仓
艾伯维ABBV
0.36%0.36%$1,285.2万5.1万股$1,076.3万4.9万股+1,585股+3.20%加仓
康明斯CMI
0.36%0.28%$1,273.9万1.8万股$839.1万1.6万股+2,265股+14.52%加仓

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