13FBOX
JIM SAULNIER & ASSOCIATES, LLC · 13F 持仓分析
期权收益计算器 机构排行

JIM SAULNIER & ASSOCIATES, LLC

No.6394
最新持仓市值 (Q2 2026)
$2.49亿
环比变动 Q1 2026
+$4,309.3万+21.0%
持仓股票数
152
新买入
21
加仓
57
减仓
34
清仓
8
持股不变
40
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安硕信托AOR
12.68%12.91%$3,151.3万45.3万股$2,652.9万41.2万股+4.1万股+9.98%加仓
IiShares安硕信托AOA
9.59%9.01%$2,384.3万24.4万股$1,851.7万20.9万股+3.5万股+16.74%加仓
V先锋领航·INSTL INDEX FDVBIL
9.01%6.8%$2,239.2万29.6万股$1,397.9万18.5万股+11.1万股+60.11%加仓
V先锋领航·FTSEVEA
4.65%3.86%$1,155.9万16.2万股$792.2万12.4万股+3.9万股+31.22%加仓
V先锋领航·TOTALBND
3.34%1.17%$829.5万11.3万股$240.1万3.3万股+8.0万股+246.55%加仓
G通用动力VTI
2.79%2.19%$693.2万1.9万股$449.0万1.4万股+4,738股+33.85%加仓
PPGIM ROCK ETF TRPBMY
1.94%1.47%$481.6万15.4万股$301.0万9.9万股+5.5万股+55.29%加仓
PPGIM ROCK ETF TRPBJN
1.83%1.9%$454.5万14.7万股$390.9万13.1万股+1.6万股+12.60%加仓
V先锋领航指数基金VV
1.71%0.11%$426.2万1.2万股$23.6万790股+1.2万股+1,468.86%加仓
V先锋领航指数基金VTV
1.66%0.53%$411.7万1.9万股$108.9万5,552股+1.3万股+240.29%加仓
PPGIM ROCK ETF TRPBJL
1.6%1.84%$398.7万12.7万股$378.6万12.7万股00.00%持仓不变
PPGIM ROCK ETF TRPBNV
1.4%1.58%$347.2万11.2万股$323.9万11.2万股00.00%持仓不变
V先锋领航指数基金VUG
1.3%0.17%$324.1万3.8万股$35.6万814股+3.7万股+4,522.24%加仓
V先锋领航·MIDVO
1.3%0.34%$322.6万4.0万股$70.3万2,450股+3.8万股+1,534.49%加仓
IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM
1.25%1.31%$309.6万6.2万股$268.8万5.7万股+5,313股+9.36%加仓
PPGIM ROCK ETF TRPBAU
1.22%1.39%$303.3万9.7万股$286.2万9.7万股00.00%持仓不变
PPGIM ROCK ETF TRPBFB
1.2%1.37%$299.2万9.4万股$281.6万9.4万股00.00%持仓不变
PPGIM ROCK ETF TRPBMR
1.18%1.4%$294.1万9.2万股$287.4万9.5万股-3,162股-3.34%减仓
IiShares安硕信托IBTI
1.11%1.37%$277.1万12.5万股$282.3万12.7万股-1,556股-1.23%减仓
PPGIM ROCK ETF TRPBJA
1.1%1.33%$272.8万8.4万股$274.3万9.0万股-5,665股-6.28%减仓
V先锋领航·FSTEVWO
1.02%0.42%$253.3万4.2万股$86.0万1.6万股+2.7万股+166.59%加仓
PPGIM ROCK ETF TRPBAP
1.01%0.82%$251.3万8.1万股$168.3万5.7万股+2.4万股+41.57%加仓
SSPDR道富系列信托BIL
1.01%1.66%$250.6万2.7万股$340.3万3.7万股-9,794股-26.37%减仓
IISHARES TRMMAX
0.9%1.31%$224.3万8.3万股$270.0万10.2万股-1.9万股-18.37%减仓
IiShares安硕信托IBTH
0.89%1.07%$220.7万9.9万股$219.7万9.8万股+699股+0.71%加仓
V先锋领航指数基金VOO
0.86%0.95%$212.6万3,096股$195.6万3,274股-178股-5.44%减仓
IiShares安硕信托ILCG
0.77%1.53%$191.6万1.6万股$314.8万3.3万股-1.7万股-50.35%减仓
V先锋领航指数基金VB
0.75%0.27%$186.0万6,136股$54.7万2,090股+4,046股+193.59%加仓
PPGIM ROCK ETF TRPBSE
0.69%0.79%$172.4万5.6万股$162.8万5.6万股00.00%持仓不变
IISHARES MORNINGSTAR US EQUITY ETFILCB
0.68%1.53%$168.1万1.6万股$314.6万3.5万股-1.9万股-53.69%减仓
苹果AAPL
0.67%0.74%$166.9万5,767股$152.3万5,999股-232股-3.87%减仓
IiShares安硕信托IVV
0.65%0.61%$162.2万2,166股$125.8万1,926股+240股+12.46%加仓
CCALAMOS ETF TRCPNM
0.65%0.76%$161.0万6.0万股$156.7万6.0万股00.00%持仓不变
IISHARES MORNINGSTAR VALUE ETFILCV
0.64%1.59%$158.3万1.6万股$327.5万3.5万股-2.0万股-55.53%减仓
IiShares安硕信托SGOV
0.64%1.06%$158.2万1.6万股$217.4万2.2万股-5,879股-27.22%减仓
VVANGUARD EMERGINGVWOB
0.57%0.6%$140.7万2.1万股$122.5万1.9万股+2,277股+12.21%加仓
PPGIM ROCK ETF TRPBOC
0.56%0.63%$138.7万4.5万股$130.2万4.5万股00.00%持仓不变
V先锋领航指数基金VNQ
0.56%0.38%$138.6万1.4万股$78.5万8,845股+5,529股+62.51%加仓
CCALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNECPNJ
0.55%0.65%$135.7万4.9万股$132.7万4.9万股00.00%持仓不变
IiShares安硕信托IBTJ
0.53%0.62%$131.7万6.1万股$128.1万5.9万股+2,183股+3.72%加仓
V先锋领航债券指数基金BIV
0.53%1.45%$131.1万1.7万股$298.8万3.9万股-2.2万股-55.85%减仓
AAIM ETF PRODUCTS TRUST US LRGCP B10 JULJULT
0.52%0.57%$128.4万2.7万股$118.1万2.7万股00.00%持仓不变
AALLIANZIM U.S. EQUITY BUFFER20 FEB ETFNVBW
0.5%0.57%$124.3万3.5万股$117.1万3.5万股-2股-0.01%减仓
IISHARES TRIBIJ
0.5%0.58%$124.2万4.8万股$119.8万4.6万股+1,478股+3.20%加仓
PPGIM ROCK ETF TRPBDE
0.49%0.56%$122.9万4.0万股$115.2万4.0万股00.00%持仓不变
SSPDR道富指数基金SPEM
0.46%1.46%$114.3万2.2万股$300.5万6.4万股-4.2万股-65.54%减仓
CCALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - SEPTEMBERCPNS
0.44%0.52%$110.0万3.9万股$106.7万3.9万股-109股-0.28%减仓
IiShares安硕信托IMCV
0.44%1.03%$109.3万1.2万股$211.4万2.5万股-1.3万股-52.03%减仓
IiShares安硕信托IBIE
0.42%0.43%$103.9万4.0万股$88.6万3.4万股+5,743股+17.01%加仓
V先锋领航STAR基金VXUS
0.42%0.27%$103.3万1.2万股$56.3万7,296股+4,792股+65.68%加仓

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