13FBOX
Duncan Williams Asset Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Duncan Williams Asset Management, LLC

No.4593 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.44亿
环比变动 Q1 2026
+$8,292.5万+23.0%
持仓股票数
172
新买入
23
加仓
69
减仓
45
清仓
5
持股不变
35
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 2026 市值Q2 2026 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VUG
11.8%11.98%$5,235.4万60.8万股$4,322.7万9.9万股+50.9万股+514.13%加仓
WWisdomTree信托DGRW
11.5%12.37%$5,103.6万53.4万股$4,460.3万50.8万股+2.6万股+5.11%加仓
IiShares安硕信托IUSV
7.01%7.67%$3,109.7万28.2万股$2,765.6万27.0万股+1.2万股+4.38%加仓
AMER STATES WTRAWR
6.71%6.63%$2,975.4万36.1万股$2,390.9万31.4万股+4.7万股+15.07%加仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
4.88%$2,166.7万53.4万股$00股+53.4万股新买入
苹果AAPL
3.89%4.06%$1,727.2万6.0万股$1,466.2万5.8万股+1,918股+3.32%加仓
TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC
3.24%3.14%$1,438.4万15.8万股$1,132.3万15.2万股+5,717股+3.76%加仓
V先锋领航·FTSEVEA
3.04%3.27%$1,349.5万18.9万股$1,178.0万18.4万股+5,565股+3.03%加仓
V先锋领航指数基金VTV
2.45%2.54%$1,086.4万5.0万股$917.2万4.7万股+3,101股+6.63%加仓
V先锋领航指数基金VOO
2.44%2.74%$1,083.8万1.6万股$988.7万1.7万股-767股-4.64%减仓
S嘉信策略信托SCHD
2.27%2.1%$1,006.0万31.7万股$755.6万24.6万股+7.1万股+28.80%加仓
V先锋领航·FSTEVWO
1.85%1.99%$821.8万13.8万股$718.7万13.3万股+4,706股+3.54%加仓
V先锋领航指数基金VB
1.85%1.94%$820.5万2.7万股$699.6万2.7万股+356股+1.33%加仓
伯克希尔哈撒韦BRK.B
1.63%1.92%$725.0万1.4万股$694.3万1.4万股00.00%持仓不变
微软MSFT
1.45%1.76%$643.2万1.7万股$635.4万1.7万股+79股+0.46%加仓
亚马逊AMZN
1.27%1.36%$563.1万2.4万股$490.0万2.4万股+98股+0.42%加仓
FIRST HORIZONFHN
1.24%1.35%$550.0万21.5万股$488.6万21.5万股-179股-0.08%减仓
V先锋领航白厅基金VYMI
1.11%1.08%$491.4万5.0万股$388.9万4.1万股+8,767股+21.24%加仓
V先锋领航·MIDVO
0.95%1.02%$420.5万5.2万股$369.4万1.3万股+3.9万股+305.70%加仓
AAlphabet Inc Class CGOOG
0.9%0.96%$400.8万1.1万股$344.9万1.2万股-679股-5.65%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
0.86%1.22%$381.9万3.4万股$440.1万4.3万股-8,740股-20.53%减仓
汽车地带AZO
0.86%1.13%$381.6万1,194股$406.3万1,203股-9股-0.75%减仓
联邦快递FDX
0.81%1.12%$357.3万1.1万股$405.3万1.1万股+32股+0.28%加仓
万事达MA
0.76%0.88%$335.2万6,526股$316.8万6,341股+185股+2.92%加仓
SSPDR标普500 ETFSPY
0.69%0.74%$306.5万4,105股$266.4万4,096股+9股+0.22%加仓
VisaV
0.68%0.75%$301.2万8,780股$270.9万8,963股-183股-2.04%减仓
I景顺QQQ信托VOO
0.62%0.53%$276.6万3,755股$191.9万3,326股+429股+12.90%加仓
沃尔玛WMT
0.62%0.83%$275.2万2.4万股$300.9万2.4万股+85股+0.35%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.58%0.66%$259.5万1.1万股$237.4万1.1万股-71股-0.64%减仓
REGIONS FINANCIAL NEW COMRF
0.58%0.62%$259.2万8.6万股$224.1万8.6万股+23股+0.03%加仓
PProShares信托CSM
0.56%0.61%$249.5万2.9万股$219.0万2.9万股+10股+0.03%加仓
台积电TSM
0.49%0.4%$219.1万4,588股$143.4万4,243股+345股+8.13%加仓
CCIPHER DIGITALCIFR
0.46%0.3%$205.9万8.4万股$106.4万8.3万股+1,322股+1.60%加仓
V先锋领航斯科茨代尔基金VONG
0.41%0.44%$183.0万1.4万股$159.2万1.5万股-188股-1.30%减仓
联合健康UNH
0.39%0.31%$172.2万4,144股$112.6万4,161股-17股-0.41%减仓
EASTGROUP PPTYSEGP
0.38%0.43%$168.1万8,300股$153.6万8,300股00.00%持仓不变
科磊KLAC
0.37%0.21%$165.1万5,471股$75.8万515股+4,956股+962.33%加仓
阿斯麦ASML
0.37%0.28%$163.3万821股$101.2万766股+55股+7.18%加仓
强生JNJ
0.36%0.42%$157.9万6,218股$151.9万6,214股+4股+0.06%加仓
CCAPITAL INTL FOCUS EQTCGXU
0.35%0.35%$155.6万4.5万股$127.1万4.3万股+1,851股+4.30%加仓
礼来LLY
0.35%0.33%$154.7万1,290股$117.2万1,275股+15股+1.18%加仓
谷歌AGOOGL
0.34%0.33%$152.8万4,276股$118.3万4,115股+161股+3.91%加仓
IiShares安硕信托EFG
0.33%0.37%$147.6万1.2万股$131.9万1.2万股+18股+0.15%加仓
AMD超威AMD
0.32%0.19%$143.4万2,469股$69.4万3,413股-944股-27.66%减仓
马拉松石油MPC
0.32%0.42%$142.2万5,561股$151.2万6,193股-632股-10.21%减仓
飞塔FTNT
0.32%0.31%$141.4万9,203股$110.0万1.3万股-4,260股-31.64%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.3%0.33%$135.2万9,234股$118.3万9,232股+2股+0.02%加仓
博通AVGO
0.3%0.3%$133.2万3,527股$109.2万3,528股-1股-0.03%减仓
特斯拉TSLA
0.29%0.33%$130.7万3,107股$120.6万3,243股-136股-4.19%减仓
V先锋领航STAR基金VXUS
0.29%0.33%$129.8万1.5万股$119.6万1.6万股-336股-2.17%减仓

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