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COMPASS FINANCIAL ADVISORS LLC · 13F 持仓分析
期权收益计算器 机构排行

COMPASS FINANCIAL ADVISORS LLC

No.10286 数据截至 2023Q2
最新持仓市值 (Q2 2023)
$7,886.6万
环比变动 Q1 2023
$0+0.0%
持仓股票数
123
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
123
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 2023 市值Q2 2023 股数上季度市值上季度股数股数变动操作
G通用动力VTI
5.25%5.25%$414.3万2.0万股$414.3万2.0万股00.00%持仓不变
苹果AAPL
4.49%4.49%$354.4万2.1万股$354.4万2.1万股00.00%持仓不变
摩根大通JPM
3.04%3.04%$239.7万1.8万股$239.7万1.8万股00.00%持仓不变
英伟达NVDA
2.55%2.55%$201.4万7,250股$201.4万7,250股00.00%持仓不变
微软MSFT
2.43%2.43%$191.3万6,637股$191.3万6,637股00.00%持仓不变
埃克森美孚XOM
2.09%2.09%$164.5万1.5万股$164.5万1.5万股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
1.86%1.86%$146.9万1.9万股$146.9万1.9万股00.00%持仓不变
EATON VANCE LIMITED DURATIONEVV
1.79%1.79%$141.2万14.3万股$141.2万14.3万股00.00%持仓不变
强生JNJ
1.78%1.78%$140.5万9,064股$140.5万9,064股00.00%持仓不变
SSPDR标普500 ETFSPY
1.72%1.72%$135.5万3,309股$135.5万3,309股00.00%持仓不变
百时美施贵宝BMY
1.71%1.71%$134.5万1.9万股$134.5万1.9万股00.00%持仓不变
亚马逊AMZN
1.65%1.65%$130.0万1.3万股$130.0万1.3万股00.00%持仓不变
雪佛龙CVX
1.59%1.59%$125.7万7,702股$125.7万7,702股00.00%持仓不变
S道富SPYV
1.52%1.52%$119.5万2.9万股$119.5万2.9万股00.00%持仓不变
Meta平台META
1.51%1.51%$118.9万5,609股$118.9万5,609股00.00%持仓不变
MCKESSON COMMCK
1.46%1.46%$115.5万3,243股$115.5万3,243股00.00%持仓不变
I景顺·ACTIVELY MANAGED EXCGSY
1.41%1.41%$111.3万2.2万股$111.3万2.2万股00.00%持仓不变
SSPDR道富系列信托SPYG
1.4%1.4%$110.0万2.0万股$110.0万2.0万股00.00%持仓不变
V先锋领航全球基金VGT
1.37%1.37%$108.0万2,802股$108.0万2,802股00.00%持仓不变
HUNT J B TRANS SVCSJBHT
1.35%1.35%$106.2万6,052股$106.2万6,052股00.00%持仓不变
英特尔INTC
1.34%1.34%$105.4万3.2万股$105.4万3.2万股00.00%持仓不变
赛富时CRM
1.32%1.32%$103.9万5,199股$103.9万5,199股00.00%持仓不变
EXACT SCIENCES COMEXAS
1.29%1.29%$101.5万1.5万股$101.5万1.5万股00.00%持仓不变
AAlphabet Inc Class CGOOG
1.26%1.26%$99.6万9,575股$99.6万9,575股00.00%持仓不变
NNUVEEN PREFERRED & INCOME SECS FD
1.23%1.23%$97.0万15.0万股$97.0万15.0万股00.00%持仓不变
艾伯维ABBV
1.18%1.18%$92.9万5,831股$92.9万5,831股00.00%持仓不变
AAT&TT
1.15%1.15%$91.0万4.7万股$91.0万4.7万股00.00%持仓不变
SSPROUT SOCIALSPT
1.1%1.1%$86.5万1.4万股$86.5万1.4万股00.00%持仓不变
德康医疗DXCM
1.07%1.07%$84.3万7,257股$84.3万7,257股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
1.01%1.01%$79.9万1.1万股$79.9万1.1万股00.00%持仓不变
家得宝HD
0.94%0.94%$74.1万2,509股$74.1万2,509股00.00%持仓不变
高盛GS
0.93%0.93%$73.5万2,247股$73.5万2,247股00.00%持仓不变
优步UBER
0.9%0.9%$71.0万2.2万股$71.0万2.2万股00.00%持仓不变
V先锋领航·HEALTHVHT
0.88%0.88%$69.4万2,910股$69.4万2,910股00.00%持仓不变
IiShares安硕信托PFF
0.88%0.88%$69.3万2.2万股$69.3万2.2万股00.00%持仓不变
黑石集团BX
0.87%0.87%$68.9万7,844股$68.9万7,844股00.00%持仓不变
谷歌AGOOGL
0.86%0.86%$67.8万6,540股$67.8万6,540股00.00%持仓不变
SSPDR道富指数基金SPDW
0.86%0.86%$67.5万2.1万股$67.5万2.1万股00.00%持仓不变
杜克能源DUK
0.84%0.84%$66.4万6,886股$66.4万6,886股00.00%持仓不变
礼来LLY
0.83%0.83%$65.2万1,898股$65.2万1,898股00.00%持仓不变
思科CSCO
0.81%0.81%$63.8万1.2万股$63.8万1.2万股00.00%持仓不变
IDEXX LABS COMIDXX
0.79%0.79%$62.4万1,248股$62.4万1,248股00.00%持仓不变
WorkdayWDAY
0.79%0.79%$62.0万3,004股$62.0万3,004股00.00%持仓不变
可口可乐KO
0.77%0.77%$61.1万9,847股$61.1万9,847股00.00%持仓不变
美敦力MDT
0.76%0.76%$59.7万7,405股$59.7万7,405股00.00%持仓不变
爱迪生联合电气ED
0.75%0.75%$58.9万6,152股$58.9万6,152股00.00%持仓不变
SSCOTTS MIRACLE-GROSMG
0.74%0.74%$58.5万8,388股$58.5万8,388股00.00%持仓不变
史赛克SYK
0.73%0.73%$57.9万2,030股$57.9万2,030股00.00%持仓不变
VeevaVEEV
0.72%0.72%$57.0万3,099股$57.0万3,099股00.00%持仓不变
S道富SPSM
0.72%0.72%$56.7万1.5万股$56.7万1.5万股00.00%持仓不变

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