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

Wellington Wealth Strategies, LLC.

No.9044 数据截至 2024Q4
最新持仓市值 (Q4 2024)
$1.07亿
环比变动 Q3 2024
-$2,494.1万-18.9%
持仓股票数
66
新买入
22
加仓
11
减仓
33
清仓
27
持股不变
0
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 2024 市值Q4 2024 股数上季度市值上季度股数股数变动操作
J摩根大通·ULTRA-SHORT INCOME ETFJPST
17.8%3.62%$1,902.2万40.2万股$476.5万9.4万股+30.7万股+326.35%加仓
I景顺交易所交易基金IIBKLN
5.71%6.05%$609.6万29.0万股$797.6万38.0万股-9.0万股-23.80%减仓
英伟达NVDA
5.1%4.55%$545.3万4.0万股$600.0万4.5万股-4,889股-10.82%减仓
微软MSFT
4.49%$480.2万1.2万股$00股+1.2万股新买入
谷歌AGOOGL
4.22%2.46%$451.3万2.4万股$323.8万1.9万股+5,123股+27.07%加仓
IiShares安硕·TREASURY FLOATING RATE BOND ETFICSH
4.05%3.87%$433.1万8.6万股$510.5万10.1万股-1.5万股-15.09%减仓
IiShares安硕信托ICSH
3.99%4.19%$426.7万8.4万股$552.7万10.9万股-2.5万股-22.59%减仓
亚马逊AMZN
3.6%3.89%$384.4万1.7万股$513.2万2.8万股-1.1万股-39.40%减仓
IiShares安硕信托IEFA
3.47%2.6%$370.7万4.9万股$342.0万4.6万股+2,468股+5.32%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
2.6%2.53%$277.5万9.3万股$333.0万11.1万股-1.8万股-16.38%减仓
甲骨文ORCL
2.46%2.23%$263.2万1.5万股$293.7万1.8万股-2,359股-13.48%减仓
ADOBE COMADBE
2.17%2.19%$231.4万5,040股$288.1万6,026股-986股-16.36%减仓
汽车地带AZO
2.04%1.73%$218.2万629股$227.8万757股-128股-16.91%减仓
好市多COST
1.84%1.79%$197.1万1,830股$236.0万2,700股-870股-32.22%减仓
联合健康UNH
1.81%1.72%$193.5万3,643股$226.9万4,019股-376股-9.36%减仓
埃森哲ACN
1.78%1.64%$189.9万4,875股$216.0万6,265股-1,390股-22.19%减仓
INTERCONTINENTAL EXCHANGE COMICE
1.72%1.68%$183.5万1.1万股$221.2万1.4万股-3,306股-23.29%减仓
FFiservFISV
1.64%$175.6万7,641股$00股+7,641股新买入
HERSHEY COMHSY
1.62%$173.5万1.1万股$00股+1.1万股新买入
COMCAST NEW CL ACMCSA
1.56%1.49%$167.0万4.7万股$196.0万4.5万股+2,313股+5.15%加仓
CHECK POINT SOFTWARE TECH ORDCHKP
1.55%1.16%$166.0万7,507股$153.4万8,856股-1,349股-15.23%减仓
财捷INTU
1.55%$165.5万2,835股$00股+2,835股新买入
MCCORMICK & COM NON VTGMKC
1.53%$163.9万2.1万股$00股+2.1万股新买入
ADPADP
1.52%1.37%$161.9万5,220股$181.1万6,260股-1,040股-16.61%减仓
MMONSTER BEVERAGE NEW COMMNST
1.44%1.13%$153.7万3.1万股$148.4万2.8万股+2,866股+10.17%加仓
高露洁CL
1.44%$153.4万1.7万股$00股+1.7万股新买入
FFACTSET RESH SYSFDS
1.39%$149.0万3,244股$00股+3,244股新买入
明晟MSCI
1.38%1.03%$147.1万2,571股$136.2万2,384股+187股+7.84%加仓
IiShares安硕IEMG
1.24%0.88%$132.9万2.4万股$116.5万2.1万股+3,407股+16.27%加仓
VisaV
1.04%1.01%$111.1万3,124股$133.2万4,596股-1,472股-32.03%减仓
万事达MA
0.84%0.73%$89.4万1,578股$96.1万1,923股-345股-17.94%减仓
V先锋领航斯科茨代尔基金VGSH
0.78%0.42%$83.6万1.4万股$55.4万9,465股+4,900股+51.77%加仓
IiShares安硕信托SGOV
0.71%$75.9万7,552股$00股+7,552股新买入
博通AVGO
0.69%0.31%$73.6万3,123股$41.4万2,438股+685股+28.10%加仓
V先锋领航斯科茨代尔基金VCIT
0.65%0.65%$69.1万8,567股$85.8万1.1万股-1,973股-18.72%减仓
SSPDR道富系列信托SPTM
0.58%1.35%$62.3万8,395股$178.2万2.6万股-1.7万股-67.32%减仓
I景顺·ACTVELY MNGD ETC FDPDBC
0.56%0.38%$60.2万4.4万股$50.4万3.7万股+7,319股+19.80%加仓
特斯拉TSLA
0.52%0.57%$56.1万1,576股$75.5万3,023股-1,447股-47.87%减仓
iShares安硕·MBSACGL
0.42%0.39%$45.1万5,006股$51.2万5,193股-187股-3.60%减仓
家得宝HD
0.4%$42.5万1,030股$00股+1,030股新买入
麦当劳MCD
0.37%$39.6万1,278股$00股+1,278股新买入
艾伯维ABBV
0.34%0.67%$36.4万1,882股$88.8万4,357股-2,475股-56.81%减仓
BOOKING COMBKNG
0.33%0.18%$35.1万70股$24.3万52股+18股+34.62%加仓
OOREILLY AUTOMOTIVE COMORLY
0.29%0.3%$31.1万233股$40.1万348股-115股-33.05%减仓
NETFLIXNFLX
0.29%0.27%$30.5万292股$35.8万474股-182股-38.40%减仓
赛富时CRM
0.28%0.51%$30.2万915股$67.7万2,322股-1,407股-60.59%减仓
MMARSH & MCLENNAN COS COMMRSH
0.28%$30.1万1,304股$00股+1,304股新买入
AMD超威AMD
0.28%0.97%$29.9万2,672股$127.7万8,864股-6,192股-69.86%减仓
SSPDR行业精选信托XLK
0.28%$29.6万1,236股$00股+1,236股新买入
雪佛龙CVX
0.26%$27.7万1,775股$00股+1,775股新买入

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