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

CIC Wealth, LLC

No.4977 数据截至 2024Q3
最新持仓市值 (Q3 2024)
$3.87亿
环比变动 Q2 2024
+$2,370.9万+6.5%
持仓股票数
176
新买入
22
加仓
80
减仓
45
清仓
6
持股不变
29
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 2024 市值Q3 2024 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
13.18%12.7%$5,099.8万9.7万股$4,615.7万9.2万股+4,358股+4.72%加仓
苹果AAPL
8.11%7.89%$3,138.7万13.5万股$2,865.1万13.6万股-1,325股-0.97%减仓
微软MSFT
4.34%4.9%$1,680.4万3.9万股$1,781.1万4.0万股-796股-2.00%减仓
英伟达NVDA
4.11%4.4%$1,590.2万13.1万股$1,598.2万12.9万股+1,578股+1.22%加仓
V先锋领航指数基金VB
3.75%3.58%$1,450.7万6.1万股$1,299.0万6.0万股+1,579股+2.65%加仓
IiShares安硕信托IGM
2.57%2.66%$995.5万10.4万股$965.0万10.2万股+1,438股+1.41%加仓
百事可乐PEP
2.48%2.56%$958.6万5.6万股$929.9万5.6万股-14股-0.02%减仓
J摩根大通交易所交易基金JEPQ
2.24%2.24%$868.4万15.8万股$814.2万14.7万股+1.1万股+7.75%加仓
亚马逊AMZN
2.2%2.47%$851.6万4.6万股$896.1万4.6万股-667股-1.44%减仓
J摩根大通交易所交易基金JEPI
1.92%1.89%$744.3万12.5万股$685.7万12.1万股+4,090股+3.38%加仓
麦当劳MCD
1.87%1.66%$722.6万2.4万股$602.0万2.4万股+108股+0.46%加仓
WASTE MGMT DELWM
1.74%1.89%$674.5万3.2万股$685.2万3.2万股+372股+1.16%加仓
MONDELEZ INTL CL AMDLZ
1.73%1.66%$669.6万9.1万股$602.4万9.2万股-1,169股-1.27%减仓
IiShares安硕信托USRT
1.72%1.55%$665.1万10.8万股$564.2万10.5万股+2,682股+2.55%加仓
I景顺QQQ信托VOO
1.62%1.59%$626.9万1.3万股$578.5万1.2万股+771股+6.39%加仓
VisaV
1.39%1.4%$538.8万2.0万股$507.8万1.9万股+247股+1.28%加仓
伯克希尔哈撒韦BRK.B
1.38%1.28%$533.5万1.2万股$465.6万1.1万股+146股+1.28%加仓
EETF系列解决方案OPER
1.21%1.31%$467.2万4.7万股$476.9万4.8万股-970股-2.04%减仓
沃尔玛WMT
1.19%1.07%$461.4万5.7万股$387.8万5.7万股-139股-0.24%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.09%1.26%$421.6万8.3万股$456.7万9.0万股-7,408股-8.19%减仓
谷歌AGOOGL
1.09%1.29%$420.3万2.5万股$467.2万2.6万股-304股-1.19%减仓
IiShares安硕·COREIJR
1.05%1.02%$406.7万3.5万股$370.3万3.5万股+50股+0.14%加仓
IiShares安硕信托IVV
1.04%1.05%$401.4万6,960股$380.0万6,944股+16股+0.23%加仓
LOWES COS COMLOW
0.94%0.82%$364.9万1.3万股$298.7万1.4万股-76股-0.56%减仓
贝莱德·INC COMBLK
0.93%0.8%$359.7万3,788股$292.4万3,714股+74股+1.99%加仓
好市多COST
0.93%0.96%$359.3万4,053股$347.1万4,083股-30股-0.73%减仓
SSPEAR ALPHA ETFSPRX
0.89%0.89%$344.8万15.2万股$323.1万13.7万股+1.4万股+10.57%加仓
强生JNJ
0.86%0.81%$333.1万2.1万股$295.0万2.0万股+374股+1.85%加仓
雅培ABT
0.86%0.85%$333.0万2.9万股$307.1万3.0万股-350股-1.18%减仓
SSPDR标普500 ETFSPY
0.86%1.77%$331.9万5,785股$642.5万1.2万股-6,021股-51.00%减仓
礼来LLY
0.81%0.8%$312.8万3,531股$290.4万3,207股+324股+10.10%加仓
IIBMIBM
0.8%0.63%$308.7万1.4万股$228.0万1.3万股+778股+5.90%加仓
AAlphabet Inc Class CGOOG
0.75%0.87%$289.6万1.7万股$317.2万1.7万股+29股+0.17%加仓
联合健康UNH
0.65%0.62%$249.9万4,274股$224.4万4,407股-133股-3.02%减仓
V先锋领航全球基金VDC
0.64%0.63%$249.4万1.1万股$228.5万1.1万股+162股+1.44%加仓
博通AVGO
0.64%0.56%$248.6万1.4万股$202.5万1,261股+1.3万股+1,042.98%加仓
V先锋领航·FTSEVEA
0.64%0.6%$247.1万4.7万股$217.2万4.4万股+2,835股+6.45%加仓
PALO ALTOPANW
0.62%0.55%$240.6万7,040股$199.1万5,873股+1,167股+19.87%加仓
赛莱默XYL
0.61%0.66%$236.6万1.8万股$239.2万1.8万股-111股-0.63%减仓
摩根大通JPM
0.61%0.61%$235.8万1.1万股$221.5万1.1万股+234股+2.14%加仓
IiShares安硕·COREIJH
0.59%0.59%$229.7万3.7万股$215.6万3.7万股+19股+0.05%加仓
IiShares安硕信托IEFA
0.59%0.57%$227.6万2.9万股$207.8万2.9万股+551股+1.93%加仓
V先锋领航·HEALTHVHT
0.57%0.58%$222.5万7,883股$210.5万7,913股-30股-0.38%减仓
霍尼韦尔HON
0.57%0.62%$221.0万1.1万股$224.4万1.1万股+179股+1.70%加仓
雪佛龙CVX
0.55%0.61%$213.2万1.4万股$222.6万1.4万股+245股+1.72%加仓
Meta平台META
0.54%0.49%$207.9万3,631股$177.7万3,525股+106股+3.01%加仓
诺和诺德NVO
0.53%0.7%$206.6万1.7万股$255.7万1.8万股-559股-3.12%减仓
万事达MA
0.49%0.47%$188.9万3,826股$170.3万3,861股-35股-0.91%减仓
家得宝HD
0.46%0.42%$178.1万4,394股$151.6万4,403股-9股-0.20%减仓
APOLLO GLOBAL MGMT COMAPO
0.46%0.46%$176.5万1.4万股$166.0万1.4万股+72股+0.51%加仓

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