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

FMFE Wealth Management, LLC

No.9035 数据截至 2024Q2
最新持仓市值 (Q2 2024)
$1.08亿
环比变动 Q1 2024
-$138.6万-1.3%
持仓股票数
24
新买入
1
加仓
5
减仓
3
清仓
1
持股不变
15
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 2024 市值Q2 2024 股数上季度市值上季度股数股数变动操作
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
25.82%26.58%$2,779.6万53.6万股$2,898.1万53.2万股+3,418股+0.64%加仓
DDimensional维度·USDFUV
21.95%22.32%$2,362.5万60.2万股$2,433.5万59.5万股+6,627股+1.11%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
20.54%19.52%$2,210.7万37.6万股$2,127.8万37.3万股+2,210股+0.59%加仓
DDimensional维度ETF信托DFIV
12.49%12.27%$1,345.0万37.4万股$1,338.3万36.4万股+1.0万股+2.77%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
11.4%11.69%$1,227.2万20.4万股$1,274.2万20.4万股-136股-0.07%减仓
微软MSFT
1.47%1.38%$157.8万3,531股$150.0万3,565股-34股-0.95%减仓
DDimensional维度ETF信托DFAC
1.08%1.05%$115.7万3.6万股$114.2万3.6万股+163股+0.46%加仓
BROWN & BROWN COMBRO
0.87%0.85%$94.1万1.1万股$92.2万1.1万股00.00%持仓不变
CENTRAL SECSCET
0.56%0.52%$60.2万1.4万股$57.1万1.4万股00.00%持仓不变
礼来LLY
0.5%0.49%$53.5万591股$53.8万691股-100股-14.47%减仓
GE航空GE
0.44%0.48%$47.4万2,982股$52.3万2,982股00.00%持仓不变
SSPDR标普500 ETFSPY
0.37%0.35%$39.4万723股$37.8万723股00.00%持仓不变
苹果AAPL
0.31%0.25%$33.2万1,577股$27.0万1,577股00.00%持仓不变
MMONSTER BEVERAGE NEW COMMNST
0.28%0.33%$30.0万6,000股$35.6万6,000股00.00%持仓不变
VisaV
0.25%0.26%$26.6万1,015股$28.3万1,015股00.00%持仓不变
N新纪元能源NEE
0.22%0.2%$23.8万3,357股$21.5万3,357股00.00%持仓不变
埃森哲ACN
0.22%0.24%$23.3万767股$26.6万767股00.00%持仓不变
DUCOMMUN DELDCO
0.22%0.19%$23.2万4,000股$20.5万4,000股00.00%持仓不变
摩根大通JPM
0.21%0.2%$22.5万1,110股$22.2万1,110股00.00%持仓不变
ADPADP
0.21%0.21%$22.2万928股$23.2万928股00.00%持仓不变
埃克森美孚XOM
0.2%0.2%$22.0万1,914股$22.2万1,914股00.00%持仓不变
AFLAC COMAFL
0.19%0.18%$21.0万2,346股$20.1万2,346股00.00%持仓不变
TJXTJX
0.19%$20.5万1,860股$00股+1,860股新买入
QQurate Retail Inc
0.03%0.06%$3.3万5.3万股$6.5万5.3万股00.00%持仓不变

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