13FBOX
OAK HILL WEALTH ADVISORS, LLC · 13F 持仓分析
期权收益计算器 机构排行

OAK HILL WEALTH ADVISORS, LLC

No.4064 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$5.34亿
环比变动 Q2 2025
+$5,115.6万+10.6%
持仓股票数
148
新买入
5
加仓
51
减仓
48
清仓
2
持股不变
44
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 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
V先锋领航·FTSEVEA
8.32%8.22%$4,439.3万74.1万股$3,968.5万69.7万股+4.4万股+6.26%加仓
V先锋领航指数基金VTV
8.12%8.1%$4,331.8万23.2万股$3,907.7万21.9万股+1.3万股+5.87%加仓
V先锋领航·SPECIALIZED FUNDSVIG
6.67%7.08%$3,561.2万16.5万股$3,414.7万16.6万股-756股-0.46%减仓
V先锋领航指数基金VUG
6.43%6.25%$3,429.6万7.2万股$3,017.1万6.9万股+2,675股+3.89%加仓
V先锋领航指数基金VV
5.49%5.73%$2,928.7万9.5万股$2,763.4万9.7万股-1,420股-1.47%减仓
V先锋领航·MIDVO
4.54%4.83%$2,424.9万8.3万股$2,329.8万8.3万股-48股-0.06%减仓
V先锋领航·TOTALBNDX
4.11%4.27%$2,193.1万44.3万股$2,058.3万41.8万股+2.5万股+5.97%加仓
V先锋领航指数基金VB
4.02%3.97%$2,147.7万8.4万股$1,917.9万7.9万股+5,134股+6.47%加仓
V先锋领航白厅基金VYM
3.76%4.01%$2,006.4万14.2万股$1,936.8万14.4万股-1,428股-0.99%减仓
V先锋领航·FSTEVWO
2.84%3.04%$1,517.4万28.0万股$1,464.6万29.5万股-1.5万股-5.11%减仓
苹果AAPL
2.77%2.52%$1,476.7万5.8万股$1,214.8万5.8万股+148股+0.26%加仓
V先锋领航斯科茨代尔基金VCIT
2.48%2.39%$1,322.8万15.7万股$1,154.3万14.1万股+1.6万股+11.67%加仓
微软MSFT
2.4%2.56%$1,283.3万2.5万股$1,234.9万2.5万股-91股-0.37%减仓
V先锋领航债券指数基金BSV
1.95%2.03%$1,039.3万13.2万股$977.2万12.5万股+6,675股+5.34%加仓
亚马逊AMZN
1.73%1.93%$924.3万4.2万股$931.7万4.2万股-379股-0.89%减仓
谷歌AGOOGL
1.65%1.31%$880.8万3.6万股$632.1万3.6万股-20股-0.06%减仓
V先锋领航白厅基金VYMI
1.54%1.6%$821.9万9.7万股$769.8万9.6万股+1,320股+1.38%加仓
V先锋领航白厅基金VNQ
1.38%1.44%$737.9万8.2万股$695.3万7.8万股+4,562股+5.86%加仓
V先锋领航·TOTALBND
1.26%1.29%$673.7万9.1万股$623.4万8.6万股+4,954股+5.79%加仓
V先锋领航指数基金VXF
1.15%1.2%$614.8万2.9万股$576.6万2.9万股-40股-0.14%减仓
宝洁PG
1.03%1.21%$550.3万3.6万股$581.8万3.7万股-1,036股-2.81%减仓
V先锋领航斯科茨代尔基金VMBS
0.99%1%$526.9万11.2万股$482.4万10.5万股+6,970股+6.62%加仓
V先锋领航债券指数基金BIV
0.93%0.96%$495.0万6.3万股$460.8万6.0万股+3,068股+5.09%加仓
V先锋领航债券指数基金BLV
0.92%0.92%$491.0万6.9万股$443.8万6.5万股+4,113股+6.31%加仓
艾伯维ABBV
0.75%0.69%$402.8万1.7万股$332.2万1.8万股-108股-0.62%减仓
埃克森美孚XOM
0.68%0.76%$363.1万3.2万股$366.0万3.2万股+157股+0.49%加仓
强生JNJ
0.66%0.62%$353.1万1.9万股$299.5万1.9万股-186股-0.97%减仓
V先锋领航斯科茨代尔基金VGLT
0.66%0.66%$351.3万6.2万股$318.1万5.8万股+3,713股+6.39%加仓
摩根大通JPM
0.66%0.65%$349.9万1.1万股$312.8万1.1万股+32股+0.29%加仓
AALLSPRING EXCHANGE TRADED FUAPLU
0.61%0.37%$326.0万12.9万股$176.3万7.1万股+5.8万股+81.62%加仓
V先锋领航·MALVERN FDSVCRB
0.61%0.26%$325.9万4.2万股$125.2万1.6万股+2.5万股+154.53%加仓
C资本集团固定收益ETF信托CGMS
0.55%0.29%$292.3万10.5万股$140.6万5.1万股+5.4万股+106.05%加仓
ALTRIAMO
0.54%0.55%$288.1万4.4万股$264.8万4.4万股-857股-1.93%减仓
CCAPITAL DIVIDEND GROWECGDG
0.52%0.42%$275.3万7.9万股$201.2万6.0万股+2.0万股+33.38%加仓
G通用动力VTI
0.5%0.51%$264.7万8,065股$247.9万8,112股-47股-0.58%减仓
C资本集团固定收益ETF信托CGMU
0.48%0.39%$257.9万9.4万股$189.2万7.1万股+2.4万股+33.49%加仓
C资本集团股息价值CCBG
0.47%0.33%$252.2万6.0万股$159.8万4.0万股+2.0万股+50.49%加仓
AFLAC COMAFL
0.47%0.48%$249.3万2.2万股$230.4万2.2万股00.00%持仓不变
英伟达NVDA
0.44%0.45%$235.8万1.3万股$219.4万1.4万股-1,077股-7.85%减仓
礼来LLY
0.41%0.47%$221.3万2,901股$226.2万2,909股-8股-0.28%减仓
VVANGUARD EMERGINGVWOB
0.39%0.2%$206.3万3.1万股$98.3万1.5万股+1.6万股+103.27%加仓
ADPADP
0.38%0.45%$200.4万6,829股$216.7万7,060股-231股-3.27%减仓
雪佛龙CVX
0.37%0.41%$198.1万1.3万股$195.5万1.3万股00.00%持仓不变
雅培ABT
0.36%0.39%$190.8万1.4万股$189.7万1.4万股+23股+0.16%加仓
AAlphabet Inc Class CGOOG
0.35%0.28%$186.6万7,663股$134.0万7,648股+15股+0.20%加仓
V先锋领航斯科茨代尔基金VGSH
0.35%0.36%$185.6万3.2万股$175.7万3.0万股+1,462股+4.86%加仓
V先锋领航·CORE PLUS BOND ETFVPLS
0.34%0.18%$181.6万2.3万股$87.4万1.1万股+1.2万股+103.33%加仓
C资本集团成长ETFCGGR
0.32%0.21%$171.2万3.9万股$100.9万2.5万股+1.4万股+56.40%加仓
PHILIP MORRIS INTLPM
0.32%0.41%$170.8万1.1万股$198.4万1.1万股-632股-5.66%减仓
V先锋领航市政债券基金VTEI
0.32%0.27%$168.4万1.7万股$129.9万1.3万股+3,574股+27.06%加仓

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