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

Spectrum Wealth Counsel, LLC

No.3112 数据截至 2025Q1
最新持仓市值 (Q1 2025)
$8.33亿
环比变动 Q4 2024
-$1,782.2万-2.1%
持仓股票数
365
新买入
42
加仓
62
减仓
66
清仓
37
持股不变
195
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Q1 2025 市值Q1 2025 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
13.98%14.47%$1.16亿20.8万股$1.23亿21.0万股-1,872股-0.89%减仓
IiShares安硕信托IVV
9.63%9.66%$8,020.6万14.3万股$8,216.6万14.0万股+3,163股+2.27%加仓
SSPDR行业精选信托XLK
3.93%4.89%$3,272.2万15.8万股$4,157.3万17.9万股-2.0万股-11.37%减仓
苹果AAPL
3.21%3.01%$2,674.3万12.0万股$2,564.2万10.2万股+1.8万股+17.58%加仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
3.02%2.99%$2,517.7万106.1万股$2,546.2万105.0万股+1.1万股+1.05%加仓
IiShares安硕·MSCIQUAL
2.66%2.33%$2,212.3万12.9万股$1,982.4万11.1万股+1.8万股+16.29%加仓
IiShares安硕信托IUSB
2.49%2.45%$2,078.2万45.1万股$2,083.5万46.1万股-9,963股-2.16%减仓
微软MSFT
2.34%2.52%$1,948.1万5.2万股$2,140.9万5.1万股+1,101股+2.17%加仓
礼来LLY
2.25%2.02%$1,872.0万2.3万股$1,717.3万2.2万股+421股+1.89%加仓
SSPDR行业精选信托XLF
1.92%1.24%$1,600.8万32.1万股$1,053.9万21.8万股+10.3万股+47.39%加仓
IiShares安硕·S&PIVE
1.83%1.48%$1,528.6万8.0万股$1,256.7万6.6万股+1.4万股+21.82%加仓
TJXTJX
1.73%1.68%$1,438.4万11.8万股$1,429.0万11.8万股-190股-0.16%减仓
Meta平台META
1.72%1.7%$1,430.2万2.5万股$1,448.6万2.5万股+73股+0.30%加仓
VisaV
1.71%1.41%$1,427.7万4.1万股$1,197.2万3.8万股+2,856股+7.54%加仓
摩根大通JPM
1.67%1.6%$1,395.0万5.7万股$1,364.6万5.7万股-58股-0.10%减仓
伯克希尔哈撒韦BRK.B
1.66%1.38%$1,384.1万2.6万股$1,178.0万2.6万股00.00%持仓不变
IiShares安硕信托IEFA
1.63%0.13%$1,356.9万17.9万股$113.0万1.6万股+16.3万股+1,016.05%加仓
IiShares安硕信托EFV
1.63%1.94%$1,355.2万23.0万股$1,650.7万31.5万股-8.5万股-26.91%减仓
IiShares黄金信托IAU
1.48%0.14%$1,236.9万21.0万股$115.6万2.3万股+18.6万股+798.30%加仓
S道富XLI
1.37%1.29%$1,141.0万8.7万股$1,096.6万8.3万股+3,826股+4.60%加仓
高盛GS
1.34%1.37%$1,116.8万2.0万股$1,165.3万2.0万股+92股+0.45%加仓
SSPDR行业精选信托XLY
1.33%1.35%$1,111.9万11.5万股$1,145.8万11.8万股-3,074股-2.60%减仓
亚马逊AMZN
1.3%1.46%$1,078.9万5.7万股$1,241.5万5.7万股+121股+0.21%加仓
IISHARES U.S. INSURANCE ETFIAK
1.18%0.88%$985.9万7.2万股$749.1万5.9万股+1.2万股+20.78%加仓
博通AVGO
1.18%2.39%$979.4万5.8万股$2,032.1万8.8万股-2.9万股-33.26%减仓
贝莱德·INC COMBLK
1.17%1.23%$971.8万1.0万股$1,050.8万1.0万股+17股+0.17%加仓
谷歌AGOOGL
1.17%1.4%$970.7万6.3万股$1,194.6万6.3万股-333股-0.53%减仓
家得宝HD
1.16%1.19%$966.5万2.6万股$1,016.4万2.6万股+243股+0.93%加仓
AALPS ETF信托AMLP
1.15%1.05%$957.1万18.4万股$892.3万18.5万股-1,010股-0.55%减仓
英伟达NVDA
1.1%1.32%$913.0万8.4万股$1,122.9万8.4万股+619股+0.74%加仓
IiShares安硕IEMG
1.07%0.52%$890.2万16.5万股$439.1万8.4万股+8.1万股+96.16%加仓
IiShares安硕信托EFG
1.05%1.5%$873.6万8.7万股$1,276.9万13.2万股-4.5万股-33.76%减仓
AFLAC COMAFL
1.02%$846.9万7.6万股$00股+7.6万股新买入
DDICKS SPORTING GOODSDKS
0.99%1.11%$825.9万4.1万股$943.3万4.1万股-244股-0.59%减仓
IiShares安硕信托IVW
0.97%1.03%$810.2万8.7万股$874.7万8.6万股+1,131股+1.31%加仓
B贝莱德ETF信托DYNF
0.91%0.68%$757.9万15.5万股$579.6万11.3万股+4.2万股+37.43%加仓
埃克森美孚XOM
0.91%0.8%$756.8万6.4万股$684.2万6.4万股+33股+0.05%加仓
SIMON PPTY NEW COMSPG
0.85%0.88%$707.7万4.3万股$745.7万4.3万股-687股-1.59%减仓
摩根士丹利MS
0.85%0.9%$704.9万6.0万股$767.9万6.1万股-660股-1.08%减仓
艾伯维ABBV
0.85%0.69%$704.1万3.4万股$591.3万3.3万股+327股+0.98%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.83%0.88%$689.2万4.9万股$748.1万4.7万股+2,174股+4.64%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.78%0.9%$653.9万11.9万股$764.4万13.8万股-1.9万股-13.90%减仓
康明斯CMI
0.75%0.82%$622.7万2.0万股$698.5万2.0万股-170股-0.85%减仓
IIBMIBM
0.74%0.03%$617.4万2.5万股$24.4万1,112股+2.4万股+2,133.00%加仓
WWATSCOWSO
0.71%0.65%$590.3万1.2万股$548.9万1.2万股+31股+0.27%加仓
IiShares安硕信托MTUM
0.65%0.38%$545.2万2.7万股$321.7万1.6万股+1.1万股+73.49%加仓
iShares安硕·MBSACGL
0.63%0.73%$520.9万5.6万股$618.9万6.8万股-1.2万股-17.73%减仓
V先锋领航指数基金VUG
0.53%0.56%$445.1万1.2万股$479.5万1.2万股+320股+2.74%加仓
ILLINOIS TOOLITW
0.52%0.53%$434.9万1.8万股$447.9万1.8万股-132股-0.75%减仓
WILLIAMS SONOMAWSM
0.48%0.56%$402.6万2.5万股$473.3万2.6万股-98股-0.38%减仓

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