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

Cooksen Wealth, LLC

No.7958
最新持仓市值 (Q2 2026)
$1.59亿
环比变动 Q1 2026
+$2,099.9万+15.3%
持仓股票数
45
新买入
0
加仓
22
减仓
14
清仓
0
持股不变
9
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
IiShares安硕·RUSSELLIWF
16.16%15.79%$2,563.8万20.6万股$2,174.3万5.1万股+15.5万股+304.92%加仓
SSPDR行业精选信托XLK
13.89%11.67%$2,204.3万11.6万股$1,606.8万12.1万股-5,204股-4.30%减仓
V先锋领航指数基金VTV
9.72%10.08%$1,541.8万7.1万股$1,387.5万7.1万股+30股+0.04%加仓
SSPDR行业精选信托XLF
4.26%4.25%$675.7万12.6万股$585.8万11.9万股+7,366股+6.21%加仓
SSPDR行业精选信托XLY
3.86%4.01%$612.7万5.2万股$551.5万5.1万股+1,639股+3.24%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
3.78%3.85%$599.6万3.8万股$529.5万3.6万股+1,672股+4.63%加仓
V先锋领航·FSTEVWO
3.44%3.56%$545.5万9.1万股$490.6万9.1万股+612股+0.67%加仓
S道富XLI
3.4%3.31%$538.8万2.9万股$456.0万2.8万股+893股+3.17%加仓
V先锋领航国际股票指数基金VGK
3.39%3.5%$538.3万6.1万股$481.5万5.8万股+2,376股+4.07%加仓
SSPDR行业精选信托XLY
3.08%3.38%$489.3万4.6万股$465.9万4.2万股+3,647股+8.68%加仓
SSPDR标普500 ETFSPY
2.94%2.07%$467.1万6,255股$284.8万4,379股+1,876股+42.84%加仓
SSPDR道富指数基金SPDW
2.77%2.8%$440.0万8.7万股$386.1万8.5万股+2,730股+3.23%加仓
V先锋领航国际股票指数基金VPL
2.67%2.51%$423.3万3.7万股$345.4万3.5万股+1,251股+3.54%加仓
I景顺交易所交易基金信托PWV
2.46%2.61%$390.3万5.2万股$359.1万5.2万股00.00%持仓不变
IiShares安硕信托AGG
1.83%2.05%$290.7万2.9万股$282.7万2.8万股+890股+3.12%加仓
Targa资源TRGP
1.8%1.94%$285.3万1.1万股$266.8万1.1万股00.00%持仓不变
SSPDR行业精选信托XLP
1.75%1.94%$278.0万3.3万股$267.1万3.3万股+885股+2.72%加仓
V先锋领航指数基金VOT
1.66%1.65%$262.8万8,578股$226.6万8,804股-226股-2.57%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
1.65%1.86%$262.6万1.3万股$255.8万1.4万股-594股-4.28%减仓
XXTRACKERS MSCI EUROPE HEDGED EQUITY ETFDBEU
1.52%1.6%$241.8万4.5万股$220.7万4.5万股-496股-1.09%减仓
SSPDR行业精选信托XLE
1.33%1.87%$211.3万4.0万股$256.9万4.2万股-2,150股-5.13%减仓
SSPDR道富系列信托SDY
1.22%1.31%$194.2万1.3万股$181.0万1.2万股+361股+2.91%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.2%1.35%$191.0万3.6万股$186.0万3.5万股+1,054股+2.98%加仓
IiShares安硕信托GVI
0.97%1.04%$154.2万1.4万股$143.4万1.4万股+820股+6.07%加仓
V先锋领航指数基金VBK
0.9%0.97%$142.6万3,898股$133.4万4,413股-515股-11.67%减仓
V先锋领航·SMALLVBR
0.84%0.95%$133.4万5,492股$131.3万6,043股-551股-9.12%减仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
0.79%0.88%$124.9万2.5万股$120.7万2.4万股+427股+1.77%加仓
RROUNDHILL MAGNIFICENT SEVEN ETFMAGS
0.73%0.76%$116.6万1.8万股$104.1万1.8万股+165股+0.92%加仓
苹果AAPL
0.67%0.68%$106.9万3,696股$93.8万3,696股00.00%持仓不变
SSPDR行业精选信托XLRE
0.66%0.76%$105.0万2.4万股$104.3万2.6万股-1,692股-6.62%减仓
I景顺交易所交易基金信托RSP
0.66%0.68%$104.3万4,904股$93.1万4,851股+53股+1.09%加仓
SSPDR行业精选信托XLU
0.53%0.64%$84.4万1.9万股$87.9万1.9万股-547股-2.86%减仓
S嘉信策略信托SCHM
0.49%0.47%$77.2万2.1万股$65.0万2.1万股-49股-0.23%减仓
S嘉信·USSCHA
0.45%0.42%$70.9万2.0万股$57.9万2.0万股-272股-1.37%减仓
WWisdomTree信托HEDJ
0.4%0.42%$63.0万1.1万股$57.7万1.1万股+35股+0.32%加仓
SSPDR道富指数基金SPEM
0.33%0.35%$52.0万1.0万股$47.5万1.0万股-86股-0.85%减仓
F第一信托交易所交易基金IIIFMB
0.25%0.27%$38.9万7,569股$37.1万7,332股+237股+3.23%加仓
I景顺自营指数基金BSMS
0.22%0.26%$35.3万1.5万股$35.2万1.5万股00.00%持仓不变
I景顺自营指数基金BSMR
0.22%0.26%$35.1万1.5万股$35.2万1.5万股00.00%持仓不变
I景顺自营指数基金BSMT
0.22%0.25%$35.0万1.5万股$35.0万1.5万股00.00%持仓不变
I景顺自营指数基金BSMQ
0.22%0.25%$34.8万1.5万股$34.9万1.5万股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.21%0.22%$32.9万3,165股$30.7万3,165股00.00%持仓不变
JJPMORGAN BETABUILDERS CANADA ETFBBCA
0.16%0.18%$25.8万2,597股$24.9万2,647股-50股-1.89%减仓
V先锋领航市政债券基金VTEB
0.16%0.18%$24.9万4,925股$24.6万4,925股00.00%持仓不变
强生JNJ
0.14%0.16%$22.0万867股$22.4万917股-50股-5.45%减仓

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