13FBOX
FULLCIRCLE WEALTH LLC · 13F 持仓分析
期权收益计算器 机构排行

FULLCIRCLE WEALTH LLC

No.5953 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$2.84亿
环比变动 Q2 2025
+$1,602.0万+6.0%
持仓股票数
262
新买入
17
加仓
114
减仓
104
清仓
11
持股不变
27
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Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
联合包裹UPSUPS
2.93%2.93%$832.5万8.9万股$783.7万9.2万股-2,910股-3.16%减仓
微软MSFT
2.91%3.19%$825.0万1.6万股$854.3万1.6万股+92股+0.58%加仓
SNOWFLAKE COM SHSSNOW
2.7%2.32%$766.7万2.9万股$621.3万3.0万股-915股-3.07%减仓
IiShares安硕信托HYG
2.28%2.59%$646.2万8.1万股$694.6万8.7万股-5,934股-6.86%减仓
伯克希尔哈撒韦BRK.B
2.15%2.13%$611.6万1.3万股$570.9万1.2万股+108股+0.87%加仓
苹果AAPL
1.9%1.5%$538.0万2.0万股$402.8万2.0万股+118股+0.60%加仓
B贝莱德ETF信托DYNF
1.67%1.31%$473.9万7.9万股$350.9万6.3万股+1.6万股+24.90%加仓
G高盛ETF信托GBIL
1.6%1.45%$455.2万4.6万股$387.9万3.9万股+6,728股+17.33%加仓
IiShares安硕信托IVW
1.36%1.28%$385.7万3.1万股$342.1万3.0万股+1,285股+4.28%加仓
C资本集团固定收益ETF信托CGMS
1.31%1.35%$373.3万13.5万股$360.9万13.1万股+4,749股+3.63%加仓
伯克希尔哈撒韦BRK.A
1.29%1.29%$365.6万5股$346.3万5股00.00%持仓不变
IiShares安硕·MSCIQUAL
1.29%1.41%$364.9万1.9万股$378.1万2.0万股-1,628股-7.99%减仓
UUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
1.25%1.28%$355.2万5.8万股$343.7万5.7万股+1,293股+2.26%加仓
谷歌AGOOGL
1.21%0.98%$342.7万1.2万股$261.6万1.3万股-1,062股-7.92%减仓
IiShares安硕信托IUSB
1.17%1.31%$332.2万7.1万股$350.6万7.6万股-4,632股-6.11%减仓
IiShares安硕·S&PIVE
1.16%1.06%$330.5万1.6万股$283.2万1.4万股+1,483股+10.29%加仓
MMANAGED PORTFOLIO SERTOGA
1.14%1.27%$323.2万9.5万股$341.3万10.0万股-4,393股-4.40%减仓
IiShares安硕信托EFV
1.11%1.27%$315.8万4.6万股$339.1万5.3万股-6,483股-12.25%减仓
博通AVGO
1.1%0.96%$310.9万8,835股$258.5万8,683股+152股+1.75%加仓
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
1.08%1.25%$305.5万3.2万股$335.1万3.5万股-3,005股-8.67%减仓
摩根大通JPM
1.06%1.03%$300.0万9,702股$276.1万9,383股+319股+3.40%加仓
美敦力MDT
0.92%0.96%$261.6万2.9万股$258.3万2.9万股+117股+0.41%加仓
IiShares安硕IEMG
0.91%0.8%$259.0万3.8万股$213.1万3.5万股+3,175股+9.02%加仓
德州仪器TXN
0.91%1.1%$257.3万1.6万股$295.4万1.6万股-20股-0.12%减仓
IiShares安硕信托IVV
0.9%0.8%$254.8万3,753股$215.6万3,399股+354股+10.41%加仓
强生JNJ
0.87%0.84%$246.1万1.3万股$225.0万1.3万股+15股+0.11%加仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.85%0.97%$240.4万10.3万股$260.4万11.2万股-9,616股-8.57%减仓
甲骨文ORCL
0.84%1.03%$239.8万9,663股$275.2万1.1万股-1,236股-11.34%减仓
BBONDBLOXX ETF TRUSTPCMM
0.83%0.51%$237.0万4.7万股$135.6万2.7万股+2.0万股+75.32%加仓
S道富SPYM
0.83%0.73%$235.3万3.0万股$196.8万2.7万股+3,116股+11.76%加仓
SSTRATEGIC TRUSTRUNN
0.75%0.81%$213.5万6.5万股$217.9万6.4万股+704股+1.10%加仓
NNUSHARES ETF TRNPFI
0.74%$209.4万8.0万股$00股+8.0万股新买入
IiShares安硕·S&P 100 ETFIWO
0.72%0.44%$205.5万6,015股$117.7万3,778股+2,237股+59.21%加仓
雪佛龙CVX
0.69%0.7%$195.1万1.3万股$187.2万1.2万股+321股+2.59%加仓
C资本集团股息价值CCBG
0.67%0.58%$191.1万4.5万股$156.6万3.8万股+6,530股+16.97%加仓
BBONDBLOXX ETF TRUSTXBB
0.66%0.67%$188.7万4.6万股$179.9万4.4万股+2,246股+5.11%加仓
LoewsL
0.66%0.66%$187.4万1.9万股$176.4万1.9万股-385股-2.03%减仓
万事达MA
0.65%0.72%$184.7万3,342股$191.9万3,368股-26股-0.77%减仓
埃森哲ACN
0.65%0.7%$183.8万7,568股$188.8万7,297股+271股+3.71%加仓
霍尼韦尔HON
0.62%0.67%$175.8万8,949股$178.6万8,088股+861股+10.65%加仓
B贝莱德ETF信托THRO
0.62%0.56%$175.7万4.6万股$150.8万4.2万股+4,038股+9.67%加仓
台积电TSM
0.61%0.54%$174.6万5,938股$144.6万6,049股-111股-1.84%减仓
IiShares安硕信托
0.61%0.65%$173.4万7.4万股$173.4万7.4万股00.00%持仓不变
沃尔玛WMT
0.6%0.63%$171.2万1.7万股$169.0万1.7万股-228股-1.34%减仓
TTidal·TRUST IDUNK
0.59%$168.9万6.6万股$00股+6.6万股新买入
迪士尼DIS
0.59%0.66%$168.8万1.5万股$176.9万1.5万股+323股+2.18%加仓
B贝莱德ETF信托BAI
0.58%0.22%$164.5万4.6万股$60.0万1.9万股+2.6万股+136.79%加仓
礼来LLY
0.58%0.4%$163.3万1,801股$106.5万1,385股+416股+30.04%加仓
雅培ABT
0.57%0.67%$162.4万1.3万股$179.0万1.4万股-866股-6.29%减仓
FRANCO NEVFNV
0.57%0.56%$162.0万8,773股$150.2万9,008股-235股-2.61%减仓

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