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Wealth Enhancement & Preservation of GA, LLC · 13F 持仓分析
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Wealth Enhancement & Preservation of GA, LLC

No.10046 数据截至 2023Q2
最新持仓市值 (Q2 2023)
$1.04亿
环比变动 Q1 2023
+$2,071.1万+24.8%
持仓股票数
48
新买入
10
加仓
34
减仓
3
清仓
3
持股不变
1
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 2023 市值Q2 2023 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
36.58%14.12%$3,810.3万8.6万股$1,178.7万2.9万股+5.7万股+198.56%加仓
S道富SPYM
11.19%10.74%$1,165.5万22.4万股$896.5万18.6万股+3.7万股+20.13%加仓
I景顺·NASDAQ 100 ETFQQQM
6.59%6.57%$687.0万4.5万股$548.1万4.2万股+3,680股+8.86%加仓
I景顺·S&P 500 GARP ETFSPGP
4.64%4.78%$483.6万5.3万股$398.6万4.7万股+6,545股+14.01%加仓
F第一信托交易所交易基金FTCS
4.63%4.9%$482.1万6.4万股$408.7万5.6万股+8,180股+14.60%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
3.66%4.03%$381.4万1.1万股$336.4万1.0万股+978股+9.67%加仓
IiShares安硕信托AGG
3.44%4.28%$358.4万3.7万股$357.5万3.6万股+712股+1.98%加仓
F第一信托交易所交易基金VIFIXD
2.87%3.59%$298.8万6.8万股$299.4万6.6万股+1,201股+1.81%加仓
J摩根大通交易所交易基金JEPI
2.19%2.63%$227.6万4.1万股$219.5万4.0万股+947股+2.36%加仓
SSPDR行业精选信托XLRE
2.16%2.59%$224.6万5.4万股$216.5万5.2万股+1,428股+2.73%加仓
纽柯钢铁NUE
1.16%1.35%$120.5万7,346股$113.0万7,318股+28股+0.38%加仓
家得宝HD
1.11%1.24%$115.8万3,728股$103.2万3,497股+231股+6.61%加仓
苹果AAPL
1.02%1.04%$106.7万5,500股$86.4万5,240股+260股+4.96%加仓
微软MSFT
1.01%0.99%$105.7万3,104股$82.9万2,874股+230股+8.00%加仓
礼来LLY
0.96%0.85%$99.7万2,126股$70.8万2,062股+64股+3.10%加仓
埃克森美孚XOM
0.82%0.95%$85.9万8,010股$79.6万7,263股+747股+10.29%加仓
沃尔玛WMT
0.82%0.88%$85.0万5,405股$73.4万4,981股+424股+8.51%加仓
WASTE MGMT DELWM
0.78%0.86%$81.7万4,713股$71.4万4,375股+338股+7.73%加仓
CSX铁路CSX
0.78%0.81%$81.0万2.4万股$67.4万2.3万股+1,255股+5.58%加仓
洛克希德马丁LMT
0.77%0.81%$80.2万1,742股$67.6万1,431股+311股+21.73%加仓
默沙东MRK
0.76%0.81%$79.6万6,900股$67.5万6,340股+560股+8.83%加仓
宝洁PG
0.76%0.87%$79.4万5,231股$72.6万4,880股+351股+7.19%加仓
VisaV
0.76%0.82%$79.1万3,332股$68.5万3,040股+292股+9.61%加仓
麦当劳MCD
0.76%0.83%$79.0万2,647股$69.2万2,476股+171股+6.91%加仓
HERSHEY COMHSY
0.71%0.84%$73.9万2,958股$70.2万2,761股+197股+7.14%加仓
瑞思迈RMD
0.7%0.8%$73.3万3,353股$67.0万3,060股+293股+9.58%加仓
ADPADP
0.69%0.78%$72.1万3,282股$65.0万2,920股+362股+12.40%加仓
AMERICAN WTR WKS NEWAWK
0.69%0.8%$71.8万5,028股$67.1万4,581股+447股+9.76%加仓
多佛DOV
0.69%0.8%$71.5万4,841股$66.6万4,386股+455股+10.37%加仓
联合健康UNH
0.66%0.74%$68.4万1,423股$61.6万1,304股+119股+9.13%加仓
GENERAL MILLS COMGIS
0.63%$65.2万8,503股$00股+8,503股新买入
DDimensional维度ETF信托DFAC
0.53%0.62%$55.6万2.0万股$52.0万2.0万股+71股+0.35%加仓
伯克希尔哈撒韦BRK.A
0.5%1.67%$51.8万1股$139.7万3股-2股-66.67%减仓
OOFS CREDIT COMPANY INCOCCI
0.49%0.66%$50.8万6.1万股$55.2万6.0万股+813股+1.36%加仓
CCONTROLADORA VUELA COMP DE AVLRS
0.48%0.53%$49.6万3.6万股$44.4万3.6万股-122股-0.34%减仓
PPEAKSTONE REALTY TRUST COMMON SHARESPKST
0.41%$43.0万1.5万股$00股+1.5万股新买入
IInnovator ETF信托XBAP
0.38%$39.5万1.4万股$00股+1.4万股新买入
伯克希尔哈撒韦BRK.B
0.29%0.28%$29.9万876股$23.6万764股+112股+14.66%加仓
FFT VEST U.S. EQUITY BUFFER ETF - MAYFMAY
0.26%0.38%$27.5万7,045股$32.1万8,715股-1,670股-19.16%减仓
IiShares安硕信托AOA
0.25%$25.8万3,892股$00股+3,892股新买入
SSPDR道富系列信托SPYG
0.25%$25.6万4,200股$00股+4,200股新买入
S道富SPYV
0.24%$25.5万5,900股$00股+5,900股新买入
FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNEXJUN
0.21%$21.4万6,390股$00股+6,390股新买入
DraftKingsDKNG
0.2%$21.2万7,976股$00股+7,976股新买入
LOWES COS COMLOW
0.2%$20.9万924股$00股+924股新买入
IiShares安硕信托IVV
0.2%$20.3万456股$00股+456股新买入
FFS CREDIT OPPORTUNITIESFSCO
0.13%0.08%$13.2万2.8万股$6.5万1.5万股+1.3万股+90.46%加仓
MMETA MATERIALS INCORPORATED
<0.01%0.01%$2,5821.2万股$4,8911.2万股00.00%持仓不变

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