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Windsor Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Windsor Wealth Management, Inc.

No.11387 数据截至 2023Q4
最新持仓市值 (Q4 2023)
$5.46亿
环比变动 Q3 2023
+$1,469+0.0%
持仓股票数
157
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
157
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Q4 2023 市值Q4 2023 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IUSV
8.24%8.24%$4,501.4万60.3万股$4,501.4万60.3万股00.00%持仓不变
IiShares安硕·S&PIUSG
7.05%7.05%$3,848.5万40.6万股$3,848.5万40.6万股00.00%持仓不变
IiShares安硕信托IWS
5.71%5.71%$3,118.8万29.9万股$3,118.8万29.9万股00.00%持仓不变
礼来LLY
5.22%5.22%$2,849.7万5.3万股$2,849.7万5.3万股00.00%持仓不变
PPacer基金信托COWZ
4.61%4.61%$2,516.9万50.9万股$2,516.9万50.9万股00.00%持仓不变
AAvantis·U SAVUV
3.97%3.97%$2,166.6万27.8万股$2,166.6万27.8万股00.00%持仓不变
V先锋领航市政债券基金VTEB
3.63%3.63%$1,979.8万41.2万股$1,979.8万41.2万股00.00%持仓不变
V先锋领航债券指数基金BSV
3.08%3.08%$1,681.5万22.4万股$1,681.5万22.4万股00.00%持仓不变
J摩根大通·CORE PLUS BOND ETFJCPB
2.86%2.86%$1,563.4万35.0万股$1,563.4万35.0万股00.00%持仓不变
F富达·MERRIMACK STR TRFBND
2.66%2.66%$1,453.6万33.4万股$1,453.6万33.4万股00.00%持仓不变
IiShares安硕·MSCIQUAL
2.25%2.25%$1,229.1万9.3万股$1,229.1万9.3万股00.00%持仓不变
IiShares安硕·COREIJR
2.17%2.17%$1,187.4万12.6万股$1,187.4万12.6万股00.00%持仓不变
IiShares安硕信托GVI
1.91%1.91%$1,043.9万10.2万股$1,043.9万10.2万股00.00%持仓不变
S嘉信策略信托SCHD
1.87%1.87%$1,023.8万14.5万股$1,023.8万14.5万股00.00%持仓不变
IiShares安硕信托GVI
1.85%1.85%$1,010.5万9.8万股$1,010.5万9.8万股00.00%持仓不变
IiShares安硕信托ICSH
1.56%1.56%$852.5万16.9万股$852.5万16.9万股00.00%持仓不变
IiShares安硕信托DGRO
1.51%1.51%$826.7万16.7万股$826.7万16.7万股00.00%持仓不变
CCALUMET SPECIALTY PRODS PART
1.47%1.47%$801.5万42.0万股$801.5万42.0万股00.00%持仓不变
IiShares安硕信托IXUS
1.46%1.46%$797.5万13.3万股$797.5万13.3万股00.00%持仓不变
IiShares安硕信托IVV
1.44%1.44%$784.5万1.8万股$784.5万1.8万股00.00%持仓不变
CLEAN HARBORSCLH
1.42%1.42%$773.5万4.6万股$773.5万4.6万股00.00%持仓不变
V先锋领航白厅基金VNQ
1.35%1.35%$738.3万10.4万股$738.3万10.4万股00.00%持仓不变
V先锋领航斯科茨代尔基金VONG
1.34%1.34%$732.1万10.7万股$732.1万10.7万股00.00%持仓不变
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
1.28%1.28%$697.8万23.2万股$697.8万23.2万股00.00%持仓不变
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
1.24%1.24%$675.7万14.6万股$675.7万14.6万股00.00%持仓不变
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
1.16%1.16%$634.9万12.7万股$634.9万12.7万股00.00%持仓不变
V先锋领航·SMALLVBR
1.14%1.14%$623.6万3.9万股$623.6万3.9万股00.00%持仓不变
SSPDR行业精选信托XLRE
1.12%1.12%$612.1万14.6万股$612.1万14.6万股00.00%持仓不变
IiShares安硕信托SHYG
1.04%1.04%$566.6万13.8万股$566.6万13.8万股00.00%持仓不变
苹果AAPL
0.98%0.98%$537.4万3.1万股$537.4万3.1万股00.00%持仓不变
J摩根大通交易所交易基金JEPI
0.91%0.91%$495.4万9.2万股$495.4万9.2万股00.00%持仓不变
IiShares安硕信托PFF
0.84%0.84%$457.1万15.2万股$457.1万15.2万股00.00%持仓不变
IiShares安硕·COREIJH
0.74%0.74%$403.8万1.6万股$403.8万1.6万股00.00%持仓不变
V先锋领航·MIDVO
0.67%0.67%$367.2万1.8万股$367.2万1.8万股00.00%持仓不变
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.66%0.66%$360.3万5.0万股$360.3万5.0万股00.00%持仓不变
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.65%0.65%$356.3万2.6万股$356.3万2.6万股00.00%持仓不变
微软MSFT
0.65%0.65%$355.8万1.1万股$355.8万1.1万股00.00%持仓不变
V先锋领航STAR基金VXUS
0.61%0.61%$332.6万6.2万股$332.6万6.2万股00.00%持仓不变
V先锋领航指数基金VB
0.61%0.61%$332.4万1.8万股$332.4万1.8万股00.00%持仓不变
IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR
0.6%0.6%$329.1万6.6万股$329.1万6.6万股00.00%持仓不变
S道富MDYV
0.57%0.57%$310.7万4.8万股$310.7万4.8万股00.00%持仓不变
IiShares安硕信托IJJ
0.55%0.55%$299.1万3.0万股$299.1万3.0万股00.00%持仓不变
S道富SLYG
0.52%0.52%$282.0万3.8万股$282.0万3.8万股00.00%持仓不变
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.5%0.5%$273.7万3.0万股$273.7万3.0万股00.00%持仓不变
IiShares安硕信托IUSB
0.5%0.5%$273.5万6.3万股$273.5万6.3万股00.00%持仓不变
S道富MDYG
0.5%0.5%$272.7万3.9万股$272.7万3.9万股00.00%持仓不变
IiShares安硕信托ITOT
0.5%0.5%$272.4万2.9万股$272.4万2.9万股00.00%持仓不变
HHERITAGE CRYSTAL CLEAN INC
0.48%0.48%$262.4万5.8万股$262.4万5.8万股00.00%持仓不变
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.48%0.48%$261.3万2.0万股$261.3万2.0万股00.00%持仓不变
IiShares安硕信托USMV
0.43%0.43%$234.1万3.2万股$234.1万3.2万股00.00%持仓不变

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