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AJ WEALTH STRATEGIES, LLC · 13F 持仓分析
期权收益计算器 机构排行

AJ WEALTH STRATEGIES, LLC

No.11419 数据截至 2023Q3
最新持仓市值 (Q3 2023)
$20.63亿
环比变动 Q2 2023
-$712.2万-0.3%
持仓股票数
297
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
297
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 2023 市值Q3 2023 股数上季度市值上季度股数股数变动操作
S嘉信·USSCHX
9.63%9.59%$1.99亿379.2万股$1.99亿379.2万股00.00%持仓不变
V先锋领航指数基金VOO
7.44%7.42%$1.54亿37.7万股$1.54亿37.7万股00.00%持仓不变
IiShares安硕信托SGOV
6.46%6.43%$1.33亿132.4万股$1.33亿132.4万股00.00%持仓不变
I景顺QQQ信托VOO
3.91%3.9%$8,066.4万21.8万股$8,066.4万21.8万股00.00%持仓不变
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
3.73%3.72%$7,694.2万152.9万股$7,694.2万152.9万股00.00%持仓不变
道明尼能源D
3.57%3.56%$7,372.7万150.5万股$7,372.7万150.5万股00.00%持仓不变
SSPDR道富系列信托BILS
3.29%3.28%$6,785.0万68.2万股$6,785.0万68.2万股00.00%持仓不变
IiShares安硕信托AGG
3.19%3.18%$6,591.6万67.3万股$6,591.6万67.3万股00.00%持仓不变
S嘉信策略信托SCHF
2.98%2.97%$6,145.6万172.4万股$6,145.6万172.4万股00.00%持仓不变
S嘉信策略信托SCHM
2.97%2.96%$6,125.0万86.2万股$6,125.0万86.2万股00.00%持仓不变
S嘉信·USSCHA
2.79%2.78%$5,755.1万131.4万股$5,755.1万131.4万股00.00%持仓不变
IiShares安硕信托USMV
2.7%2.69%$5,576.1万75.0万股$5,576.1万75.0万股00.00%持仓不变
IiShares安硕信托GVI
2.41%2.4%$4,964.5万46.5万股$4,964.5万46.5万股00.00%持仓不变
I景顺交易所交易基金信托RSP
2.2%2.19%$4,533.2万30.3万股$4,533.2万30.3万股00.00%持仓不变
SSPDR标普500 ETFSPY
1.9%1.89%$3,917.9万8.8万股$3,917.9万8.8万股00.00%持仓不变
V先锋领航STAR基金VXUS
1.69%1.69%$3,491.9万62.3万股$3,491.9万62.3万股00.00%持仓不变
VVanEck ETF信托GDX
1.69%1.68%$3,486.2万115.8万股$3,486.2万115.8万股00.00%持仓不变
IiShares安硕信托STIP
1.63%1.63%$3,366.0万34.7万股$3,366.0万34.7万股00.00%持仓不变
IiShares安硕信托ICSH
1.6%1.59%$3,298.0万65.1万股$3,298.0万65.1万股00.00%持仓不变
IiShares黄金信托IAU
1.53%1.53%$3,158.5万86.8万股$3,158.5万86.8万股00.00%持仓不变
SSPDR行业精选信托XLE
1.5%1.49%$3,088.6万38.1万股$3,088.6万38.1万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
1.22%1.22%$2,520.0万15.5万股$2,520.0万15.5万股00.00%持仓不变
V先锋领航·MALVERN FDSVTIP
1.22%1.22%$2,518.5万53.1万股$2,518.5万53.1万股00.00%持仓不变
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.18%1.17%$2,425.0万32.4万股$2,425.0万32.4万股00.00%持仓不变
SSPDR道富系列信托SPTM
1.08%1.08%$2,230.0万41.0万股$2,230.0万41.0万股00.00%持仓不变
V先锋领航·MIDVO
0.94%0.94%$1,944.0万8.8万股$1,944.0万8.8万股00.00%持仓不变
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
0.86%0.86%$1,779.9万30.0万股$1,779.9万30.0万股00.00%持仓不变
V先锋领航指数基金VB
0.74%0.74%$1,535.7万7.7万股$1,535.7万7.7万股00.00%持仓不变
IiShares白银信托SLV
0.73%0.73%$1,501.4万71.9万股$1,501.4万71.9万股00.00%持仓不变
苹果AAPL
0.67%0.66%$1,373.4万7.1万股$1,373.4万7.1万股00.00%持仓不变
iShares安硕·MBSACGL
0.66%0.66%$1,361.5万14.6万股$1,361.5万14.6万股00.00%持仓不变
微软MSFT
0.66%0.65%$1,352.4万4.0万股$1,352.4万4.0万股00.00%持仓不变
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.63%0.63%$1,302.6万20.7万股$1,302.6万20.7万股00.00%持仓不变
亚马逊AMZN
0.62%0.62%$1,276.7万9.8万股$1,276.7万9.8万股00.00%持仓不变
CCORCEPT THERAPEUTICSCORT
0.55%0.55%$1,134.6万51.0万股$1,134.6万51.0万股00.00%持仓不变
FFLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUNDTDTT
0.54%0.54%$1,121.8万47.7万股$1,121.8万47.7万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.54%0.54%$1,113.8万9.2万股$1,113.8万9.2万股00.00%持仓不变
ZZoomInfoGTM
0.52%0.82%$1,071.4万67.0万股$1,700.2万67.0万股00.00%持仓不变
SSPDR道富系列信托BIL
0.51%0.5%$1,042.5万11.4万股$1,042.5万11.4万股00.00%持仓不变
V先锋领航全球基金VDE
0.49%0.49%$1,021.2万9.0万股$1,021.2万9.0万股00.00%持仓不变
SUPER GROUP SGHC LIMITED ORD SHSSGHC
0.47%0.47%$968.8万334.1万股$968.8万334.1万股00.00%持仓不变
G通用动力VTI
0.43%0.43%$894.9万4.1万股$894.9万4.1万股00.00%持仓不变
AIRBNB COM CL AABNB
0.43%0.43%$886.7万6.9万股$886.7万6.9万股00.00%持仓不变
V先锋领航指数基金VV
0.43%0.43%$884.8万4.4万股$884.8万4.4万股00.00%持仓不变
V先锋领航斯科茨代尔基金VMBS
0.42%0.42%$872.8万19.0万股$872.8万19.0万股00.00%持仓不变
IiShares安硕信托IVV
0.4%0.39%$817.5万1.8万股$817.5万1.8万股00.00%持仓不变
PPIMCO太平洋投资管理ETFTIPZ
0.36%0.36%$749.9万14.9万股$749.9万14.9万股00.00%持仓不变
Sixth Street Specialty Lending IncTSLX
0.33%0.33%$678.6万36.3万股$678.6万36.3万股00.00%持仓不变
VVANECK INTERMEDIATE MUNIETFITM
0.3%0.3%$628.2万13.6万股$628.2万13.6万股00.00%持仓不变
SSPDR黄金信托GLD
0.3%0.3%$617.3万3.5万股$617.3万3.5万股00.00%持仓不变

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