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KerberRose Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

KerberRose Wealth Management, LLC

No.10277 数据截至 2022Q3
最新持仓市值 (Q3 2022)
$1.22亿
环比变动 Q2 2022
-$105.3万-0.9%
持仓股票数
115
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
115
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 2022 市值Q3 2022 股数上季度市值上季度股数股数变动操作
S嘉信策略信托SCHD
13.58%13.46%$1,653.1万23.1万股$1,653.1万23.1万股00.00%持仓不变
IiShares安硕信托IVV
5.77%5.73%$703.0万1.9万股$703.0万1.9万股00.00%持仓不变
SSPDR道富系列信托SPTM
4.92%4.88%$598.8万12.9万股$598.8万12.9万股00.00%持仓不变
IiShares安硕信托TIP
4.88%4.84%$594.1万5.2万股$594.1万5.2万股00.00%持仓不变
S嘉信·USSCHX
4.6%4.56%$559.6万12.5万股$559.6万12.5万股00.00%持仓不变
S嘉信·USSCHP
4.2%4.16%$510.9万9.2万股$510.9万9.2万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
2.52%2.5%$306.9万2.1万股$306.9万2.1万股00.00%持仓不变
苹果AAPL
2.39%2.37%$291.1万2.1万股$291.1万2.1万股00.00%持仓不变
V先锋领航指数基金VB
2.36%2.34%$287.2万1.6万股$287.2万1.6万股00.00%持仓不变
IISHARES BROADUSIG
2.11%2.1%$257.4万5.0万股$257.4万5.0万股00.00%持仓不变
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
2.1%2.08%$255.8万5.4万股$255.8万5.4万股00.00%持仓不变
微软MSFT
2.08%2.06%$252.8万9,845股$252.8万9,845股00.00%持仓不变
IiShares安硕信托STIP
2.06%2.04%$250.3万2.5万股$250.3万2.5万股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
2%1.99%$244.0万3.2万股$244.0万3.2万股00.00%持仓不变
I景顺·TOTAL RETURN BOND ETFGTO
1.96%1.94%$238.0万4.9万股$238.0万4.9万股00.00%持仓不变
PPGIM ETF TRPHYL
1.53%1.52%$186.1万5.5万股$186.1万5.5万股00.00%持仓不变
V先锋领航斯科茨代尔基金VCIT
1.49%1.48%$181.6万2.3万股$181.6万2.3万股00.00%持仓不变
PProShares信托REGL
1.27%1.26%$154.9万2.3万股$154.9万2.3万股00.00%持仓不变
VanEck ETF信托SMH
1.24%1.23%$151.3万7,424股$151.3万7,424股00.00%持仓不变
联合健康UNH
1.14%1.13%$139.0万2,706股$139.0万2,706股00.00%持仓不变
ESSENTIAL PPTYS RLTY TREPRT
1.06%1.05%$129.4万4.3万股$129.4万4.3万股00.00%持仓不变
NICOLET BANKSHARESNIC
1.01%1%$122.4万1.7万股$122.4万1.7万股00.00%持仓不变
F富达·MERRIMACK STR TRFBND
0.95%0.95%$116.1万2.5万股$116.1万2.5万股00.00%持仓不变
PPIMCO太平洋投资管理ETFLDUR
0.92%0.92%$112.6万1.2万股$112.6万1.2万股00.00%持仓不变
WWISDOMTREE U.S. MULTIFACTOR FUNDUSMF
0.92%0.91%$112.3万3.1万股$112.3万3.1万股00.00%持仓不变
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.89%0.88%$108.6万1.7万股$108.6万1.7万股00.00%持仓不变
IISHARES YIELD OPTIMIZED BOND ETFBYLD
0.87%0.86%$105.4万4.8万股$105.4万4.8万股00.00%持仓不变
SSPDR道富指数基金SPDW
0.85%0.85%$104.0万3.6万股$104.0万3.6万股00.00%持仓不变
V先锋领航白厅基金VYM
0.85%0.84%$103.0万1.0万股$103.0万1.0万股00.00%持仓不变
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
0.78%0.77%$95.1万1.6万股$95.1万1.6万股00.00%持仓不变
摩根大通JPM
0.76%0.76%$93.1万8,265股$93.1万8,265股00.00%持仓不变
亚马逊AMZN
0.71%0.7%$86.5万8,140股$86.5万8,140股00.00%持仓不变
WESBANCOWSBC
0.66%0.66%$80.9万2.6万股$80.9万2.6万股00.00%持仓不变
IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA
0.66%0.65%$80.0万2.5万股$80.0万2.5万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.64%0.63%$77.8万2,851股$77.8万2,851股00.00%持仓不变
S道富SPAB
0.63%0.63%$76.8万2.9万股$76.8万2.9万股00.00%持仓不变
F富达Covington信托FNCL
0.6%0.59%$72.6万1.6万股$72.6万1.6万股00.00%持仓不变
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
0.57%0.56%$69.3万2.5万股$69.3万2.5万股00.00%持仓不变
辉瑞PFE
0.55%0.55%$67.0万1.3万股$67.0万1.3万股00.00%持仓不变
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
0.55%0.54%$66.6万2.3万股$66.6万2.3万股00.00%持仓不变
宝洁PG
0.5%0.5%$61.4万4,271股$61.4万4,271股00.00%持仓不变
贝莱德·INC COMBLK
0.48%0.47%$58.2万955股$58.2万955股00.00%持仓不变
PPacer基金信托COWZ
0.47%0.47%$57.2万1.3万股$57.2万1.3万股00.00%持仓不变
SSPDR道富指数基金SPEM
0.45%0.45%$55.0万1.6万股$55.0万1.6万股00.00%持仓不变
埃克森美孚XOM
0.45%0.45%$54.8万6,394股$54.8万6,394股00.00%持仓不变
威瑞森VZ
0.43%0.42%$51.8万1.0万股$51.8万1.0万股00.00%持仓不变
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.42%0.42%$51.3万8,849股$51.3万8,849股00.00%持仓不变
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
0.42%0.41%$50.9万1.3万股$50.9万1.3万股00.00%持仓不变
雪佛龙CVX
0.41%0.41%$50.1万3,460股$50.1万3,460股00.00%持仓不变
IiShares安硕信托USRT
0.4%0.4%$48.9万9,153股$48.9万9,153股00.00%持仓不变

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