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ATLANTA FINANCIAL ASSOCIATES LLC /ADV · 13F 持仓分析
期权收益计算器 机构排行

ATLANTA FINANCIAL ASSOCIATES LLC /ADV

No.10414 数据截至 2021Q2
最新持仓市值 (Q2 2021)
$2.14亿
环比变动 Q1 2021
-$15.9万-0.1%
持仓股票数
78
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
78
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Q2 2021 市值Q2 2021 股数上季度市值上季度股数股数变动操作
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
31.06%31.04%$6,632.7万118.4万股$6,632.7万118.4万股00.00%持仓不变
IiShares安硕信托IVV
17.1%17.08%$3,651.2万9.7万股$3,651.2万9.7万股00.00%持仓不变
S嘉信策略信托SCHM
14.41%14.4%$3,078.2万45.1万股$3,078.2万45.1万股00.00%持仓不变
V先锋领航斯科茨代尔基金VGSH
9.11%9.1%$1,944.6万31.6万股$1,944.6万31.6万股00.00%持仓不变
S嘉信·USSCHX
3.39%3.39%$724.8万8.0万股$724.8万8.0万股00.00%持仓不变
苹果AAPL
1.66%1.66%$354.9万2.7万股$354.9万2.7万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
1.66%1.66%$354.2万2.5万股$354.2万2.5万股00.00%持仓不变
家得宝HD
1.26%1.26%$270.0万1.0万股$270.0万1.0万股00.00%持仓不变
S嘉信·USSCHA
1.1%1.1%$234.4万2.6万股$234.4万2.6万股00.00%持仓不变
微软MSFT
1.09%1.09%$232.6万1.0万股$232.6万1.0万股00.00%持仓不变
V先锋领航白厅基金VYM
1.04%1.04%$222.0万2.4万股$222.0万2.4万股00.00%持仓不变
礼来LLY
1.03%1.02%$218.9万1.3万股$218.9万1.3万股00.00%持仓不变
IiShares安硕·MSCI ACWI ETFTOK
0.81%0.81%$173.7万1.9万股$173.7万1.9万股00.00%持仓不变
V先锋领航·MIDVO
0.78%0.78%$166.6万8,058股$166.6万8,058股00.00%持仓不变
特斯拉TSLA
0.72%0.72%$154.2万2,185股$154.2万2,185股00.00%持仓不变
S嘉信策略信托SCHD
0.65%0.65%$139.0万2.2万股$139.0万2.2万股00.00%持仓不变
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
0.57%0.56%$120.7万2.3万股$120.7万2.3万股00.00%持仓不变
V先锋领航指数基金VOO
0.49%0.49%$105.6万3,367股$105.6万3,367股00.00%持仓不变
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.47%0.47%$100.1万3,272股$100.1万3,272股00.00%持仓不变
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.46%0.46%$98.4万7,664股$98.4万7,664股00.00%持仓不变
V先锋领航指数基金VUG
0.41%0.41%$88.6万3,497股$88.6万3,497股00.00%持仓不变
V先锋领航指数基金VB
0.4%0.4%$86.2万4,427股$86.2万4,427股00.00%持仓不变
S嘉信·U.S. BROAD MARKET ETFSCHB
0.4%0.4%$84.9万9,334股$84.9万9,334股00.00%持仓不变
ChipotleCMG
0.38%0.38%$80.8万583股$80.8万583股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.37%0.37%$80.0万3,452股$80.0万3,452股00.00%持仓不变
WP CAREYWPC
0.37%0.37%$79.7万1.1万股$79.7万1.1万股00.00%持仓不变
可口可乐KO
0.37%0.37%$79.4万1.4万股$79.4万1.4万股00.00%持仓不变
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
0.36%0.36%$76.6万2.2万股$76.6万2.2万股00.00%持仓不变
V先锋领航白厅基金VNQ
0.35%0.35%$75.4万9,264股$75.4万9,264股00.00%持仓不变
G通用动力VTI
0.32%0.32%$68.3万3,510股$68.3万3,510股00.00%持仓不变
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.28%0.28%$59.1万1.1万股$59.1万1.1万股00.00%持仓不变
迪士尼DIS
0.27%0.27%$57.0万3,147股$57.0万3,147股00.00%持仓不变
IiShares安硕信托AGG
0.26%0.26%$55.8万4,718股$55.8万4,718股00.00%持仓不变
NETFLIXNFLX
0.26%0.26%$55.4万1,025股$55.4万1,025股00.00%持仓不变
S嘉信策略信托SCHF
0.25%0.25%$54.0万1.5万股$54.0万1.5万股00.00%持仓不变
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.24%0.24%$51.5万8,653股$51.5万8,653股00.00%持仓不变
S嘉信·U.S. REIT ETFSCHH
0.24%0.24%$50.9万1.3万股$50.9万1.3万股00.00%持仓不变
IiShares安硕信托MTUM
0.23%0.23%$49.3万3,059股$49.3万3,059股00.00%持仓不变
好市多COST
0.22%0.22%$47.8万1,269股$47.8万1,269股00.00%持仓不变
IiShares安硕信托IWV
0.21%0.21%$44.7万2,000股$44.7万2,000股00.00%持仓不变
亚马逊AMZN
0.21%0.21%$44.0万135股$44.0万135股00.00%持仓不变
WWisdomTree信托DGRW
0.19%0.19%$41.6万7,703股$41.6万7,703股00.00%持仓不变
百事可乐PEP
0.18%0.18%$39.0万2,629股$39.0万2,629股00.00%持仓不变
SSPDR标普500 ETFSPY
0.18%0.18%$38.6万1,032股$38.6万1,032股00.00%持仓不变
IiShares安硕·RUSSELLIWM
0.18%0.18%$37.8万1,928股$37.8万1,928股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.17%0.17%$35.9万205股$35.9万205股00.00%持仓不变
VisaV
0.16%0.16%$34.4万1,572股$34.4万1,572股00.00%持仓不变
SSPDR道富系列信托SPTM
0.15%0.15%$32.7万7,099股$32.7万7,099股00.00%持仓不变
联合包裹UPSUPS
0.15%0.15%$32.3万1,919股$32.3万1,919股00.00%持仓不变
摩根大通JPM
0.15%0.15%$31.9万2,512股$31.9万2,512股00.00%持仓不变

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