13FBOX
Carlsbad Wealth Advisory Group, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Carlsbad Wealth Advisory Group, Inc.

No.10347 数据截至 2023Q3
最新持仓市值 (Q3 2023)
$1.55亿
环比变动 Q2 2023
+$2.0万+0.0%
持仓股票数
45
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
45
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 2023 市值Q3 2023 股数上季度市值上季度股数股数变动操作
S嘉信·USSCHX
15.03%15.03%$2,331.5万44.5万股$2,331.5万44.5万股00.00%持仓不变
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
13.65%13.65%$2,117.0万28.2万股$2,117.0万28.2万股00.00%持仓不变
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
11.25%11.26%$1,745.8万26.0万股$1,745.8万26.0万股00.00%持仓不变
V先锋领航·FTSEVEA
9.77%9.77%$1,515.1万32.8万股$1,515.1万32.8万股00.00%持仓不变
S嘉信·USSCHP
6.57%6.58%$1,019.9万19.5万股$1,019.9万19.5万股00.00%持仓不变
V先锋领航债券指数基金BIV
6.06%6.06%$940.6万12.5万股$940.6万12.5万股00.00%持仓不变
V先锋领航债券指数基金BSV
4.89%4.89%$759.2万10.0万股$759.2万10.0万股00.00%持仓不变
S嘉信·USSCHA
4.09%4.09%$633.7万14.5万股$633.7万14.5万股00.00%持仓不变
S嘉信策略信托SCHF
3.15%3.15%$489.3万13.7万股$489.3万13.7万股00.00%持仓不变
家得宝HD
3.05%3.05%$473.8万1.5万股$473.8万1.5万股00.00%持仓不变
V先锋领航债券指数基金BLV
2.94%2.95%$456.8万6.1万股$456.8万6.1万股00.00%持仓不变
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
2.56%2.56%$396.5万8.6万股$396.5万8.6万股00.00%持仓不变
S嘉信·U.S. REIT ETFSCHH
2.41%2.41%$373.3万19.1万股$373.3万19.1万股00.00%持仓不变
苹果AAPL
1.89%1.89%$293.9万1.5万股$293.9万1.5万股00.00%持仓不变
V先锋领航·FSTEVWO
1.79%1.79%$278.0万6.8万股$278.0万6.8万股00.00%持仓不变
STAG INDUSTRIALSTAG
1.14%1.14%$177.5万5.1万股$177.5万5.1万股00.00%持仓不变
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
1.04%1.04%$160.9万4.6万股$160.9万4.6万股00.00%持仓不变
V先锋领航·MALVERN FDSVTIP
0.92%0.92%$142.9万3.0万股$142.9万3.0万股00.00%持仓不变
洛克希德马丁LMT
0.82%0.82%$126.8万2,754股$126.8万2,754股00.00%持仓不变
V先锋领航指数基金VUG
0.59%0.59%$91.0万3,217股$91.0万3,217股00.00%持仓不变
S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC
0.47%0.47%$72.5万2.1万股$72.5万2.1万股00.00%持仓不变
V先锋领航·TOTALBND
0.46%0.46%$72.1万9,915股$72.1万9,915股00.00%持仓不变
V先锋领航指数基金VB
0.42%0.42%$65.2万3,278股$65.2万3,278股00.00%持仓不变
V先锋领航指数基金VV
0.42%0.42%$65.1万3,212股$65.1万3,212股00.00%持仓不变
S嘉信策略信托SCHE
0.39%0.39%$60.2万2.4万股$60.2万2.4万股00.00%持仓不变
V先锋领航国际股票指数基金VEU
0.39%0.39%$60.0万1.1万股$60.0万1.1万股00.00%持仓不变
IiShares安硕信托AGG
0.37%0.37%$58.1万5,931股$58.1万5,931股00.00%持仓不变
G通用动力VTI
0.33%0.33%$51.8万2,354股$51.8万2,354股00.00%持仓不变
V先锋领航指数基金VTV
0.32%0.32%$50.2万3,533股$50.2万3,533股00.00%持仓不变
好市多COST
0.3%0.3%$46.7万867股$46.7万867股00.00%持仓不变
微软MSFT
0.28%0.28%$43.0万1,263股$43.0万1,263股00.00%持仓不变
IiShares安硕信托HYG
0.25%0.25%$38.6万5,136股$38.6万5,136股00.00%持仓不变
IiShares安硕信托PFF
0.25%0.25%$38.2万1.2万股$38.2万1.2万股00.00%持仓不变
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
0.24%0.24%$37.9万4,120股$37.9万4,120股00.00%持仓不变
V先锋领航指数基金VNQ
0.22%0.22%$33.4万3,995股$33.4万3,995股00.00%持仓不变
REALTY INCOME COMO
0.21%0.21%$32.9万5,500股$32.9万5,500股00.00%持仓不变
亚马逊AMZN
0.21%0.21%$32.3万2,480股$32.3万2,480股00.00%持仓不变
SSPDR标普500 ETFSPY
0.18%0.18%$27.9万629股$27.9万629股00.00%持仓不变
伊顿ETN
0.17%0.17%$26.2万1,305股$26.2万1,305股00.00%持仓不变
沃尔玛WMT
0.15%0.15%$22.6万1,435股$22.6万1,435股00.00%持仓不变
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.14%0.14%$21.2万4,234股$21.2万4,234股00.00%持仓不变
I景顺交易所交易基金IIPGX
0.09%0.09%$13.9万1.2万股$13.9万1.2万股00.00%持仓不变
SSPROTT PHYSICAL SILVER ESLVR
0.06%0.06%$8.9万1.1万股$8.9万1.1万股00.00%持仓不变
LLIFEVANTAGELFVN
0.04%0.04%$6.3万1.5万股$6.3万1.5万股00.00%持仓不变
PPOLYMET MNG CORP
0.02%0.01%$3.3万1.7万股$1.3万1.7万股00.00%持仓不变

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