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

CW Advisors, LLC

No.569 数据截至 2025Q2
最新持仓市值 (Q2 2025)
$103.60亿
环比变动 Q1 2025
+$19.83亿+23.7%
持仓股票数
1179
新买入
161
加仓
701
减仓
269
清仓
46
持股不变
48
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 2025 市值Q2 2025 股数上季度市值上季度股数股数变动操作
G通用动力VTI
3.82%0.22%$3.96亿130.1万股$1,841.7万6.7万股+123.4万股+1,845.87%加仓
苹果AAPL
3.81%4.66%$3.94亿192.2万股$3.90亿176.0万股+16.2万股+9.18%加仓
微软MSFT
2.36%1.86%$2.44亿49.1万股$1.56亿41.2万股+7.9万股+19.11%加仓
英伟达NVDA
1.95%1.46%$2.02亿127.6万股$1.22亿111.9万股+15.7万股+14.07%加仓
SSPDR行业精选信托XLF
1.46%1.7%$1.51亿288.0万股$1.43亿286.3万股+1.6万股+0.57%加仓
Meta平台META
1.26%0.95%$1.30亿17.7万股$7,989.3万13.8万股+3.8万股+27.78%加仓
I景顺交易所交易基金信托RSP
1.26%1.41%$1.30亿71.6万股$1.18亿68.0万股+3.6万股+5.35%加仓
J骏利·HENDERSON SECURITIZED INCOME ETFJSI
1.16%1.01%$1.20亿228.1万股$8,433.7万161.1万股+67.0万股+41.59%加仓
J骏利Detroit策略信托JMBS
1.14%1.38%$1.19亿263.2万股$1.15亿255.3万股+7.9万股+3.09%加仓
SSPDR行业精选信托XLY
1.07%1.15%$1.11亿102.0万股$9,667.2万100.2万股+1.8万股+1.76%加仓
V先锋领航指数基金VOO
1.04%0.47%$1.08亿19.0万股$3,918.8万7.6万股+11.4万股+149.78%加仓
A美国世纪ETF信托AVEM
0.87%0.94%$9,044.4万132.0万股$7,845.9万130.4万股+1.6万股+1.20%加仓
伯克希尔哈撒韦BRK.B
0.87%0.82%$9,042.6万18.6万股$6,867.3万12.9万股+5.7万股+43.94%加仓
博通AVGO
0.81%0.49%$8,433.6万30.6万股$4,135.1万24.6万股+6.0万股+24.28%加仓
VisaV
0.79%0.77%$8,219.9万23.2万股$6,480.5万18.5万股+4.6万股+25.11%加仓
可口可乐KO
0.79%0.98%$8,202.5万115.9万股$8,230.3万115.0万股+9,756股+0.85%加仓
摩根大通JPM
0.74%0.71%$7,645.4万26.4万股$5,961.0万24.3万股+2.1万股+8.63%加仓
谷歌AGOOGL
0.72%0.67%$7,493.9万42.5万股$5,588.0万36.0万股+6.5万股+18.19%加仓
V先锋领航·TOTALBND
0.7%0.04%$7,246.0万98.4万股$309.2万4.2万股+94.2万股+2,237.26%加仓
V先锋领航债券指数基金BSV
0.7%0.05%$7,228.0万91.8万股$388.9万5.0万股+86.9万股+1,747.98%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.7%0.87%$7,216.8万53.5万股$7,248.4万49.6万股+3.9万股+7.86%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.68%0.78%$7,082.7万34.6万股$6,508.7万33.5万股+1.1万股+3.15%加仓
PPROFESIONALLY MANAGED PORTFOCAFX
0.65%0.74%$6,772.2万271.5万股$6,168.1万248.8万股+22.7万股+9.13%加仓
SSPDR道富系列信托SPTL
0.64%0.8%$6,676.1万251.2万股$6,725.2万246.7万股+4.5万股+1.81%加仓
WWORLD GOLD TRGLD
0.6%0.81%$6,207.4万94.7万股$6,783.4万109.6万股-14.9万股-13.56%减仓
GGlobal X基金PAVE
0.59%0.53%$6,106.1万140.1万股$4,428.9万117.4万股+22.7万股+19.37%加仓
IiShares安硕·COREIJH
0.58%0.56%$6,011.3万96.9万股$4,677.3万80.1万股+16.8万股+20.97%加仓
AAlphabet Inc Class CGOOG
0.58%0.47%$5,961.1万33.6万股$3,938.9万25.0万股+8.6万股+34.63%加仓
V先锋领航白厅基金VYM
0.57%0.65%$5,891.8万44.2万股$5,475.6万42.4万股+1.7万股+4.11%加仓
AANGEL OAK FUNDS TRUSTMBS
0.57%0.68%$5,860.1万678.6万股$5,722.3万659.3万股+19.4万股+2.94%加仓
V先锋领航指数基金VUG
0.56%0.54%$5,798.9万13.2万股$4,525.6万12.0万股+1.2万股+10.38%加仓
V先锋领航STAR基金VXUS
0.56%0.05%$5,777.1万83.6万股$436.3万7.0万股+76.6万股+1,100.11%加仓
SSPDR标普500 ETFSPY
0.54%0.5%$5,594.7万9.1万股$4,153.8万7.4万股+1.6万股+22.08%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.53%0.53%$5,479.3万31.6万股$4,473.7万31.9万股-2,307股-0.72%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.51%0.54%$5,266.8万58.9万股$4,501.5万55.1万股+3.8万股+6.98%加仓
V先锋领航斯科茨代尔基金VONG
0.49%0.53%$5,122.0万46.9万股$4,460.6万48.1万股-1.2万股-2.42%减仓
SSPDR行业精选信托XLP
0.49%0.61%$5,113.0万63.1万股$5,069.8万62.1万股+1.1万股+1.72%加仓
IiShares安硕·COREIJR
0.49%0.54%$5,090.9万46.6万股$4,557.0万43.5万股+3.1万股+7.06%加仓
I景顺·KBW BANK ETFKBWB
0.48%0.72%$4,961.6万69.3万股$5,999.8万95.6万股-26.3万股-27.52%减仓
家得宝HD
0.48%0.51%$4,952.0万13.5万股$4,249.9万11.6万股+1.9万股+16.45%加仓
V先锋领航指数基金VTV
0.47%0.43%$4,851.5万27.5万股$3,635.5万21.0万股+6.5万股+30.76%加仓
伊顿ETN
0.44%0.41%$4,566.7万12.8万股$3,473.0万12.8万股+302股+0.24%加仓
SSPDR行业精选信托XLE
0.44%0.57%$4,513.5万53.2万股$4,766.0万51.0万股+2.2万股+4.35%加仓
V先锋领航指数基金VB
0.44%0.06%$4,508.3万19.0万股$475.9万2.1万股+16.9万股+790.46%加仓
V先锋领航·MALVERN FDSVTIP
0.43%0.52%$4,479.2万89.1万股$4,341.6万87.0万股+2.1万股+2.41%加仓
SSPDR行业精选信托XLU
0.43%0.01%$4,413.7万54.0万股$80.2万1.0万股+53.0万股+5,207.25%加仓
埃克森美孚XOM
0.42%0.49%$4,337.3万40.2万股$4,115.4万34.7万股+5.5万股+15.80%加仓
F第一信托·EXCH TRD ALPHDX FDFJP
0.42%0.47%$4,319.7万72.3万股$3,938.5万71.8万股+4,888股+0.68%加仓
CINTAS COMCTAS
0.41%0.51%$4,221.1万18.9万股$4,260.5万20.7万股-1.8万股-8.64%减仓
TJXTJX
0.4%0.47%$4,133.8万33.5万股$3,909.4万32.1万股+1.4万股+4.24%加仓

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