13FBOX
Long Run Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Long Run Wealth Advisors, LLC

No.4079 数据截至 2025Q4
最新持仓市值 (Q4 2025)
$5.31亿
环比变动 Q3 2025
+$2,119.2万+4.2%
持仓股票数
106
新买入
2
加仓
78
减仓
25
清仓
5
持股不变
1
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 2025 市值Q4 2025 股数上季度市值上季度股数股数变动操作
IISHARES BROADUSIG
11.66%11.96%$6,187.1万119.5万股$6,095.6万116.7万股+2.8万股+2.38%加仓
F第一信托交易所交易基金FTCB
8.93%9.07%$4,737.6万223.2万股$4,620.7万216.8万股+6.3万股+2.92%加仓
IiShares安硕信托IEFA
6.27%6.05%$3,325.6万37.2万股$3,085.0万35.3万股+1.8万股+5.21%加仓
SSPDR行业精选信托XLK
6.14%6.02%$3,259.9万22.6万股$3,067.8万10.9万股+11.8万股+108.04%加仓
V先锋领航白厅基金VYM
4.22%4.2%$2,242.0万15.6万股$2,137.7万15.2万股+4,548股+3.00%加仓
IiShares安硕信托EFV
3.47%3.31%$1,842.5万25.8万股$1,686.8万24.9万股+9,341股+3.76%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
3.29%3.01%$1,746.4万11.3万股$1,535.9万11.0万股+2,454股+2.22%加仓
IiShares安硕IEMG
2.89%2.82%$1,536.3万22.9万股$1,438.7万21.8万股+1.0万股+4.72%加仓
SSPDR行业精选信托XLF
2.82%2.72%$1,495.3万27.3万股$1,388.0万25.8万股+1.5万股+5.96%加仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
2.63%2.65%$1,396.5万27.9万股$1,347.7万27.1万股+8,668股+3.20%加仓
S道富XLI
2.33%2.3%$1,234.8万8.0万股$1,170.6万7.6万股+3,706股+4.88%加仓
IiShares安硕·COREIJR
2.21%2.23%$1,172.8万9.8万股$1,138.2万9.6万股+1,797股+1.88%加仓
SSPDR道富系列信托BILS
1.96%2.31%$1,042.1万10.5万股$1,178.1万11.8万股-1.3万股-11.28%减仓
英伟达NVDA
1.88%1.87%$998.7万5.4万股$953.7万5.1万股+2,432股+4.76%加仓
SSPDR行业精选信托XLY
1.73%1.72%$919.8万7.8万股$875.7万7.4万股+4,155股+5.62%加仓
IiShares安硕·COREIJH
1.7%1.71%$899.5万13.6万股$870.0万13.3万股+2,979股+2.23%加仓
SSPDR行业精选信托XLE
1.48%1.45%$786.7万17.6万股$741.2万8.3万股+9.3万股+112.10%加仓
苹果AAPL
1.45%1.41%$767.2万2.8万股$718.8万2.8万股-9股-0.03%减仓
ESSENTIAL PPTYS RLTY TREPRT
1.37%1.4%$728.7万23.0万股$712.1万21.5万股+1.5万股+6.79%加仓
V先锋领航指数基金VOO
1.33%1.34%$706.9万1.1万股$683.0万1.1万股+119股+1.07%加仓
微软MSFT
1.24%1.35%$655.6万1.4万股$685.5万1.3万股+321股+2.43%加仓
SSPDR道富系列信托BIL
1.17%1.25%$620.0万6.8万股$636.2万6.9万股-1,483股-2.14%减仓
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
1.13%1.15%$597.6万11.6万股$584.9万11.2万股+3,978股+3.56%加仓
SSPDR行业精选信托XLP
1.11%1.11%$590.5万7.6万股$563.8万7.2万股+4,078股+5.67%加仓
摩根大通JPM
1.1%1.09%$585.6万1.8万股$555.4万1.8万股+567股+3.22%加仓
AAlphabet Inc Class CGOOG
1.02%0.84%$541.2万1.7万股$429.9万1.8万股-404股-2.29%减仓
SSPDR标普500 ETFSPY
1%1.02%$530.9万7,786股$517.6万7,770股+16股+0.21%加仓
IiShares安硕信托ITOT
0.99%1%$524.1万3.5万股$512.0万3.5万股+16股+0.05%加仓
SSPDR行业精选信托XLY
0.98%0.98%$522.1万4.4万股$497.9万2.1万股+2.3万股+110.45%加仓
G通用动力VTI
0.9%0.89%$476.0万1.4万股$455.8万1.4万股+309股+2.22%加仓
亚马逊AMZN
0.86%0.85%$458.9万2.0万股$434.3万2.0万股+102股+0.52%加仓
WELLS FARGO NEWWFC
0.82%0.76%$432.5万4.6万股$385.8万4.6万股+383股+0.83%加仓
CHUBB LIMITEDCB
0.81%0.77%$430.5万1.4万股$390.9万1.4万股-60股-0.43%减仓
IiShares安硕·MSCI ACWI ETFTOK
0.76%0.77%$403.3万2.9万股$392.7万2.9万股-6股-0.02%减仓
TTOLL BROTHERSTOL
0.74%0.77%$390.5万2.9万股$393.2万2.8万股+416股+1.46%加仓
IiShares安硕信托IDGT
0.73%0.77%$389.0万4.6万股$390.5万4.5万股+747股+1.66%加仓
恩智浦NXPI
0.73%0.76%$385.4万1.8万股$388.3万1.7万股+704股+4.13%加仓
BOSTON SCIENTIFIC COMBSX
0.72%0.76%$383.5万4.0万股$386.8万4.0万股+605股+1.53%加仓
PALO ALTOPANW
0.69%0.79%$367.0万2.0万股$400.5万2.0万股+258股+1.31%加仓
IiShares安硕信托IBDU
0.69%0.71%$366.6万15.7万股$362.2万15.4万股+3,030股+1.97%加仓
IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG
0.69%0.71%$366.2万7.7万股$361.8万7.5万股+1,190股+1.58%加仓
IiShares安硕信托IXN
0.68%0.66%$359.9万3.4万股$335.1万3.2万股+1,817股+5.60%加仓
IiShares安硕信托AGG
0.58%0.59%$308.1万3.1万股$302.7万3.0万股+653股+2.16%加仓
IiShares安硕·ESGEFA
0.4%0.4%$213.5万2.2万股$204.5万2.2万股+465股+2.11%加仓
摩根士丹利MS
0.39%0.35%$205.9万1.2万股$177.5万1.1万股+428股+3.83%加仓
博通AVGO
0.39%0.37%$205.5万5,937股$190.9万5,786股+151股+2.61%加仓
SSPDR道富系列信托SDY
0.37%0.39%$197.8万1.4万股$197.6万1.4万股+102股+0.72%加仓
IIBMIBM
0.37%0.37%$197.4万6,666股$189.0万6,699股-33股-0.49%减仓
联合包裹UPSUPS
0.35%0.31%$187.0万1.9万股$158.2万1.9万股-88股-0.46%减仓
保德信金融PRU
0.34%0.32%$179.9万1.6万股$163.3万1.6万股+199股+1.26%加仓

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