13FBOX
PROVENCE WEALTH MANAGEMENT GROUP · 13F 持仓分析
期权收益计算器 机构排行

PROVENCE WEALTH MANAGEMENT GROUP

No.10300 数据截至 2023Q4
最新持仓市值 (Q4 2023)
$1.86亿
环比变动 Q3 2023
+$2,302.0万+14.1%
持仓股票数
461
新买入
14
加仓
108
减仓
91
清仓
25
持股不变
248
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 2023 市值Q4 2023 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
7.36%8.46%$1,369.2万2.9万股$1,380.3万3.2万股-3,477股-10.82%减仓
SSPDR标普500 ETFSPY
6.17%6.49%$1,149.3万2.4万股$1,059.2万2.5万股-596股-2.41%减仓
苹果AAPL
3.84%3.39%$714.2万3.7万股$552.7万3.2万股+4,811股+14.90%加仓
IiShares安硕信托IUSB
2.62%3.31%$487.9万10.6万股$539.5万12.3万股-1.8万股-14.19%减仓
微软MSFT
2.58%1.98%$480.3万1.3万股$323.1万1.0万股+2,539股+24.81%加仓
IiShares安硕·MSCIQUAL
2.3%2.7%$428.1万2.9万股$440.2万3.3万股-4,303股-12.88%减仓
英伟达NVDA
2.18%1.99%$405.3万8,184股$324.7万7,464股+720股+9.65%加仓
iShares安硕·MBSACGL
2.15%2.23%$400.2万4.3万股$363.1万4.1万股+1,654股+4.05%加仓
WWisdomTree信托DGRW
2.05%2.14%$381.2万5.4万股$348.3万5.5万股-612股-1.12%减仓
IiShares安硕信托ITOT
1.94%2.26%$361.2万3.4万股$368.8万3.9万股-4,844股-12.33%减仓
IiShares安硕信托GVI
1.92%2.47%$357.5万3.3万股$403.2万3.9万股-6,346股-16.14%减仓
IiShares安硕信托EFG
1.86%2.37%$346.5万3.6万股$386.3万4.5万股-8,986股-20.07%减仓
亚马逊AMZN
1.84%1.29%$342.9万2.3万股$211.2万1.7万股+5,953股+35.83%加仓
V先锋领航斯科茨代尔基金VCIT
1.78%1.39%$331.2万4.1万股$226.8万3.0万股+1.1万股+36.53%加仓
特斯拉TSLA
1.64%1.75%$305.0万1.2万股$285.5万1.1万股+865股+7.58%加仓
S道富SPMD
1.59%1.63%$295.5万6.1万股$266.2万6.1万股-136股-0.22%减仓
Meta平台META
1.59%1.36%$295.1万8,336股$221.9万7,391股+945股+12.79%加仓
V先锋领航斯科茨代尔基金BSV
1.54%1.67%$287.4万3.7万股$272.4万3.6万股+899股+2.48%加仓
IiShares安硕·RUSSELLIWF
1.32%1.3%$245.7万8,104股$212.4万7,984股+120股+1.50%加仓
IiShares安硕信托EFV
1.3%1.63%$241.5万4.6万股$265.3万5.4万股-7,870股-14.51%减仓
谷歌AGOOGL
1.23%0.98%$229.1万1.6万股$159.6万1.2万股+4,199股+34.42%加仓
V先锋领航斯科茨代尔基金VGIT
1.16%0.91%$216.4万3.6万股$149.0万2.6万股+1.0万股+39.91%加仓
伯克希尔哈撒韦BRK.B
1.16%1.15%$215.9万6,054股$187.2万5,345股+709股+13.26%加仓
博通AVGO
1.15%0.8%$213.7万1,914股$130.7万1,573股+341股+21.68%加仓
IiShares安硕IEMG
1.04%1.3%$193.0万3.8万股$212.8万4.5万股-6,570股-14.69%减仓
I景顺QQQ信托VOO
1.01%1.02%$187.2万4,571股$167.2万4,666股-95股-2.04%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.99%1.11%$184.4万1.5万股$180.5万1.7万股-2,176股-12.65%减仓
IiShares安硕信托AGG
0.92%0.8%$170.4万1.7万股$131.0万1.4万股+3,235股+23.22%加仓
摩根大通JPM
0.89%0.72%$165.0万9,699股$117.7万8,114股+1,585股+19.53%加仓
礼来LLY
0.88%0.79%$163.3万2,801股$128.2万2,386股+415股+17.39%加仓
IiShares安硕信托GJS
0.77%0.95%$142.8万6.2万股$154.3万7.0万股-8,055股-11.50%减仓
VisaV
0.75%0.66%$139.3万5,350股$107.0万4,653股+697股+14.98%加仓
V先锋领航斯科茨代尔基金VGSH
0.73%0.73%$135.5万2.3万股$119.0万2.1万股+2,573股+12.45%加仓
联合健康UNH
0.7%0.57%$129.9万2,468股$93.5万1,854股+614股+33.12%加仓
甲骨文ORCL
0.67%0.67%$123.9万1.2万股$108.7万1.0万股+1,491股+14.53%加仓
IiShares安硕信托USMV
0.66%0.81%$123.4万1.6万股$132.0万1.8万股-2,422股-13.28%减仓
G通用动力VTI
0.64%0.65%$119.0万5,018股$106.6万5,018股00.00%持仓不变
JJOHN HANCOCK EXCHANGE TRADEDJHEM
0.54%0.58%$101.0万4.0万股$94.3万4.0万股00.00%持仓不变
ROBLOX CL ARBLX
0.53%$98.9万2.2万股$00股+2.2万股新买入
TTWO RDS SHARED TR
0.52%0.56%$97.6万7.1万股$91.3万7.5万股-4,072股-5.45%减仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
0.52%0.6%$97.4万3.4万股$97.4万3.4万股-382股-1.13%减仓
家得宝HD
0.52%0.42%$97.1万2,803股$69.1万2,287股+516股+22.56%加仓
沃尔玛WMT
0.52%0.52%$97.1万6,161股$85.6万5,354股+807股+15.07%加仓
埃克森美孚XOM
0.52%0.73%$96.3万9,633股$118.5万1.0万股-446股-4.43%减仓
ADOBE COMADBE
0.51%0.35%$95.5万1,601股$57.2万1,121股+480股+42.82%加仓
强生JNJ
0.51%0.56%$94.2万6,007股$91.8万5,894股+113股+1.92%加仓
F第一信托交易所交易基金FTCS
0.49%0.52%$91.9万1.1万股$84.5万1.1万股00.00%持仓不变
好市多COST
0.49%0.43%$90.9万1,377股$70.0万1,239股+138股+11.14%加仓
万事达MA
0.48%0.47%$89.4万2,096股$76.3万1,928股+168股+8.71%加仓
AAlphabet Inc Class CGOOG
0.48%0.48%$88.4万6,274股$78.3万5,936股+338股+5.69%加仓

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