13FBOX
Axiom Advisory, LLC · 13F 持仓分析
期权收益计算器 机构排行

Axiom Advisory, LLC

No.554 数据截至 2024Q3
最新持仓市值 (Q3 2024)
$107.02亿
环比变动 Q2 2024
+$15.31亿+16.7%
持仓股票数
291
新买入
18
加仓
244
减仓
28
清仓
13
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Q3 2024 市值Q3 2024 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VUG
25.2%25.35%$26.97亿725.2万股$23.25亿663.7万股+61.5万股+9.26%加仓
V先锋领航·TOTALBND
19.3%18.06%$20.66亿2,790.6万股$16.56亿2,311.1万股+479.4万股+20.75%加仓
V先锋领航指数基金VOT
6.75%6.97%$7.22亿310.1万股$6.40亿278.9万股+31.2万股+11.20%加仓
V先锋领航指数基金VTV
5.95%5.92%$6.36亿379.9万股$5.43亿339.9万股+40.0万股+11.77%加仓
IiShares安硕信托EFG
5.26%5.54%$5.63亿542.3万股$5.08亿496.7万股+45.6万股+9.17%加仓
V先锋领航指数基金VBK
4.04%4.27%$4.32亿168.7万股$3.92亿156.9万股+11.8万股+7.53%加仓
V先锋领航国际股票指数基金VSS
3.21%3.46%$3.43亿284.9万股$3.17亿270.1万股+14.8万股+5.48%加仓
G通用动力VTI
2.78%3.01%$2.98亿109.1万股$2.76亿106.5万股+2.5万股+2.39%加仓
V先锋领航·SMALLVBR
2.61%2.72%$2.79亿145.2万股$2.49亿135.0万股+10.2万股+7.59%加仓
V先锋领航指数基金VNQ
2.54%2.35%$2.71亿294.8万股$2.15亿260.5万股+34.3万股+13.17%加仓
AAlphabet Inc Class CGOOG
2.14%2.48%$2.29亿135.4万股$2.27亿133.5万股+1.8万股+1.36%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
2.1%2.06%$2.25亿141.7万股$1.89亿124.7万股+17.0万股+13.62%加仓
英伟达NVDA
1.93%0.04%$2.07亿178.1万股$329.6万2.7万股+175.5万股+6,600.56%加仓
V先锋领航·FSTEVWO
1.92%1.97%$2.06亿462.6万股$1.81亿419.2万股+43.4万股+10.35%加仓
IISHARES U.S. INSURANCE ETFIAK
1.35%1.48%$1.45亿553.0万股$1.36亿496.6万股+56.4万股+11.36%加仓
苹果AAPL
1.13%0.97%$1.21亿54.2万股$8,877.3万47.7万股+6.5万股+13.71%加仓
V先锋领航债券指数基金VUSB
0.81%1.44%$8,666.8万174.4万股$1.32亿268.1万股-93.6万股-34.92%减仓
优步UBER
0.75%0.84%$8,021.1万113.9万股$7,732.7万111.3万股+2.6万股+2.36%加仓
Q高通QCOM
0.74%0.45%$7,866.8万44.6万股$4,128.0万21.9万股+22.7万股+103.87%加仓
V先锋领航债券指数基金BSV
0.62%1.04%$6,609.1万84.9万股$9,513.8万124.8万股-39.9万股-32.00%减仓
V先锋领航指数基金VOO
0.47%0.43%$5,011.8万9.9万股$3,951.5万8.2万股+1.7万股+20.12%加仓
V先锋领航·FTSEVEA
0.47%0.56%$4,993.0万98.5万股$5,144.9万103.4万股-4.9万股-4.75%减仓
微软MSFT
0.45%0.49%$4,836.5万11.3万股$4,485.3万10.6万股+7,002股+6.60%加仓
V先锋领航斯科茨代尔基金BSV
0.35%0.69%$3,754.7万47.8万股$6,318.7万82.2万股-34.4万股-41.82%减仓
AMD超威AMD
0.34%0.03%$3,588.5万24.3万股$259.5万1.6万股+22.7万股+1,405.36%加仓
I景顺QQQ信托VOO
0.3%0.2%$3,181.7万6.7万股$1,869.4万4.1万股+2.6万股+62.32%加仓
雪佛龙CVX
0.3%0.36%$3,160.6万21.2万股$3,294.2万20.7万股+5,746股+2.78%加仓
NNORDSTROM INCJWNUSD
0.23%0.17%$2,445.6万110.1万股$1,551.2万75.4万股+34.7万股+46.03%加仓
伯克希尔哈撒韦BRK.B
0.21%0.22%$2,252.7万5.1万股$2,049.1万5.0万股+796股+1.59%加仓
Meta平台META
0.18%0.2%$1,959.5万3.8万股$1,821.2万3.7万股+613股+1.64%加仓
IiShares安硕信托IVW
0.18%0.19%$1,922.8万20.8万股$1,766.2万20.5万股+3,395股+1.66%加仓
宝洁PG
0.18%0.11%$1,908.1万11.2万股$998.3万6.1万股+5.1万股+83.93%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.18%0.19%$1,897.0万12.9万股$1,754.1万12.7万股+2,103股+1.66%加仓
财捷INTU
0.15%0.37%$1,648.2万2.6万股$3,364.2万5.4万股-2.9万股-52.51%减仓
IiShares安硕·RUSSELLIWM
0.14%0.15%$1,524.0万7.1万股$1,377.9万6.8万股+3,055股+4.48%加仓
AIRBNB COM CL AABNB
0.14%0.19%$1,470.5万11.3万股$1,705.9万11.2万股+1,772股+1.59%加仓
特斯拉TSLA
0.13%0.11%$1,437.6万6.3万股$982.1万5.6万股+6,844股+12.18%加仓
IiShares比特币ETFIBIT
0.13%0.03%$1,388.2万40.0万股$233.8万6.3万股+33.7万股+536.38%加仓
亚马逊AMZN
0.11%0.14%$1,188.7万6.5万股$1,255.5万6.8万股-3,259股-4.76%减仓
S道富MDYG
0.1%0.12%$1,105.8万13.0万股$1,074.1万12.7万股+2,359股+1.86%加仓
S道富SPYM
0.1%0.11%$1,097.7万16.9万股$1,016.5万16.5万股+3,668股+2.22%加仓
V先锋领航指数基金VXF
0.1%0.11%$1,030.5万5.9万股$977.6万5.8万股+1,017股+1.76%加仓
IiShares安硕·RUSSELLIWB
0.09%0.1%$977.7万3.2万股$910.5万3.2万股+546股+1.72%加仓
V先锋领航白厅基金VYM
0.08%0.08%$815.4万6.6万股$764.4万6.4万股+1,558股+2.42%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.08%0.04%$813.8万5.4万股$378.5万2.6万股+2.7万股+103.31%加仓
IiShares安硕·MSCIQUAL
0.07%0.08%$775.7万4.5万股$752.6万4.6万股-1,082股-2.36%减仓
SSPDR行业精选信托XLE
0.07%0.04%$769.0万8.6万股$391.5万4.2万股+4.4万股+104.76%加仓
林德LIN
0.07%0.08%$768.0万1.7万股$723.7万1.6万股+383股+2.33%加仓
埃克森美孚XOM
0.07%0.08%$765.9万6.6万股$743.0万6.4万股+2,488股+3.90%加仓
S道富SPIB
0.07%0.06%$717.4万21.6万股$518.7万16.0万股+5.6万股+34.73%加仓

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