13FBOX
BTR CAPITAL MANAGEMENT INC · 13F 持仓分析
期权收益计算器 机构排行

BTR CAPITAL MANAGEMENT INC

No.10404 数据截至 2022Q3
最新持仓市值 (Q3 2022)
$6.41亿
环比变动 Q2 2022
-$5,587.0万-8.0%
持仓股票数
162
新买入
9
加仓
50
减仓
61
清仓
6
持股不变
42
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
苹果AAPL
5.37%4.9%$3,439.4万24.9万股$3,411.4万25.0万股-646股-0.26%减仓
微软MSFT
4.97%5.13%$3,181.5万13.7万股$3,574.3万13.9万股-2,567股-1.84%减仓
谷歌AGOOGL
3.37%3.55%$2,156.1万22.5万股$2,472.6万1.1万股+21.4万股+1,886.78%加仓
联合健康UNH
3.33%3.16%$2,131.2万4.2万股$2,199.9万4.3万股-632股-1.48%减仓
T赛默飞世尔TMO
3.24%3.2%$2,072.7万4.1万股$2,225.7万4.1万股-103股-0.25%减仓
百事可乐PEP
3.15%2.98%$2,016.5万12.4万股$2,076.3万12.5万股-1,070股-0.86%减仓
VisaV
3.02%3.12%$1,936.5万10.9万股$2,175.2万11.0万股-1,473股-1.33%减仓
Q高通QCOM
2.96%3.1%$1,895.2万16.8万股$2,160.6万16.9万股-1,393股-0.82%减仓
摩根大通JPM
2.86%2.84%$1,832.6万17.5万股$1,980.4万17.6万股-491股-0.28%减仓
雪佛龙CVX
2.83%2.62%$1,814.4万12.6万股$1,822.8万12.6万股+392股+0.31%加仓
LOWES COS COMLOW
2.68%2.31%$1,714.0万9.1万股$1,606.1万9.2万股-686股-0.75%减仓
默沙东MRK
2.53%2.49%$1,619.1万18.7万股$1,737.2万18.9万股-2,610股-1.38%减仓
辉瑞PFE
2.46%2.65%$1,579.1万36.1万股$1,846.7万35.2万股+8,640股+2.45%加仓
宝洁PG
2.46%2.57%$1,576.3万12.5万股$1,787.8万12.4万股+516股+0.42%加仓
雷神技术RTX
2.43%2.59%$1,559.4万19.0万股$1,801.7万18.7万股+3,032股+1.62%加仓
CROWN CASTLE COMCCI
2.24%2.38%$1,433.5万9.9万股$1,656.0万9.8万股+817股+0.83%加仓
EETF MANAGERS TRHACKUSD
2.13%2.08%$1,364.8万31.5万股$1,450.6万31.7万股-2,035股-0.64%减仓
迪士尼DIS
2.02%1.97%$1,292.0万13.7万股$1,372.3万14.5万股-8,402股-5.78%减仓
METLIFE COMMET
1.92%1.84%$1,227.8万20.2万股$1,279.2万20.4万股-1,725股-0.85%减仓
JacobsJ
1.85%$1,186.3万10.9万股$00股+10.9万股新买入
PPIMCO太平洋投资管理ETFMINT
1.84%2.41%$1,181.2万11.9万股$1,680.1万17.0万股-5.0万股-29.52%减仓
艾默生电气EMR
1.8%1.8%$1,152.4万15.7万股$1,253.1万15.8万股-160股-0.10%减仓
美国合众银行USB
1.79%1.91%$1,147.0万28.1万股$1,328.8万28.6万股-4,776股-1.67%减仓
IiShares安硕·U.S. MEDICAL DEVICES ETFIHI
1.64%1.63%$1,052.9万22.3万股$1,136.4万22.5万股-2,135股-0.95%减仓
雅培ABT
1.59%1.65%$1,015.6万10.5万股$1,152.6万10.6万股-1,122股-1.06%减仓
星座品牌STZ
1.39%1.29%$887.9万3.9万股$897.3万3.8万股+161股+0.42%加仓
AMERICAN WTR WKS NEWAWK
1.38%1.5%$886.9万6.8万股$1,042.0万7.0万股-1,901股-2.71%减仓
D发现金融DFS
1.36%1.32%$869.9万9.6万股$916.0万9.7万股-1,170股-1.21%减仓
Mid-America公寓MAA
1.34%1.39%$861.5万5.6万股$965.5万5.5万股+280股+0.51%加仓
S道富·EET SPDR S&P BIOTECH ETFXBI
1.28%1.06%$819.8万10.3万股$735.9万9.9万股+4,280股+4.32%加仓
强生JNJ
1.05%1.06%$673.6万4.1万股$741.2万4.2万股-525股-1.26%减仓
V先锋领航斯科茨代尔基金BSV
1.04%1.05%$665.9万9.0万股$734.3万9.6万股-6,643股-6.90%减仓
KINDER MORGAN DEL COMKMI
1.04%0.95%$664.8万40.0万股$663.1万39.6万股+3,895股+0.98%加仓
CSX铁路CSX
0.91%0.92%$583.5万21.9万股$639.5万22.0万股-1,010股-0.46%减仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
0.9%1.02%$573.7万19.6万股$710.7万23.9万股-4.3万股-17.87%减仓
家得宝HD
0.87%0.81%$558.7万2.0万股$565.5万2.1万股-371股-1.80%减仓
埃克森美孚XOM
0.75%0.66%$477.9万5.5万股$462.6万5.4万股+725股+1.34%加仓
好市多COST
0.72%0.66%$462.4万9,790股$459.2万9,582股+208股+2.17%加仓
康菲石油COP
0.7%0.58%$448.4万4.4万股$406.3万4.5万股-1,420股-3.14%减仓
联合包裹UPSUPS
0.69%0.74%$444.2万2.7万股$517.0万2.8万股-826股-2.92%减仓
洛克希德马丁LMT
0.69%0.74%$443.3万1.1万股$513.2万1.2万股-460股-3.85%减仓
CVS健康CVS
0.69%0.61%$440.3万4.6万股$427.4万4.6万股+44股+0.10%加仓
威瑞森VZ
0.62%0.98%$396.0万10.4万股$683.1万13.5万股-3.0万股-22.51%减仓
纽蒙特NEM
0.61%0.76%$390.3万9.3万股$525.9万8.8万股+4,741股+5.38%加仓
伊顿ETN
0.54%0.44%$348.7万2.6万股$307.1万2.4万股+1,769股+7.26%加仓
IIBMIBM
0.46%0.14%$293.4万2.5万股$99.0万7,012股+1.8万股+252.22%加仓
惠顿贵金属WPM
0.45%0.52%$287.8万8.9万股$363.8万10.1万股-1.2万股-11.93%减仓
MONDELEZ INTL CL AMDLZ
0.44%0.44%$278.7万5.1万股$306.5万4.9万股+1,400股+2.85%加仓
V先锋领航全球基金VGT
0.43%0.42%$277.9万9,019股$294.5万9,019股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.41%0.38%$264.0万9,888股$266.5万9,762股+126股+1.29%加仓

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