13FBOX
WR Wealth Planners, LLC · 13F 持仓分析
期权收益计算器 机构排行

WR Wealth Planners, LLC

No.5666 数据截至 2024Q4
最新持仓市值 (Q4 2024)
$3.11亿
环比变动 Q3 2024
-$4,849.5万-13.5%
持仓股票数
1099
新买入
70
加仓
322
减仓
358
清仓
106
持股不变
349
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 2024 市值Q4 2024 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
10.72%8.76%$3,335.5万5.7万股$3,149.6万5.5万股+2,018股+3.68%加仓
G高盛ETF信托GBIL
8.25%7.96%$2,565.4万25.7万股$2,861.3万28.5万股-2.9万股-10.01%减仓
PPacer基金信托COWZ
8.08%6.88%$2,514.1万44.5万股$2,473.7万42.8万股+1.7万股+4.06%加仓
AVANTIS INTLNGG
5.22%4.62%$1,623.4万26.5万股$1,659.5万24.8万股+1.7万股+6.85%加仓
A美国世纪ETF信托AVUS
4.69%3.89%$1,457.7万15.0万股$1,397.0万14.7万股+3,564股+2.43%加仓
I景顺QQQ信托VOO
3.31%3.45%$1,030.8万2.0万股$1,241.7万2.5万股-5,278股-20.75%减仓
AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF
2.76%2.31%$857.1万18.6万股$831.6万17.6万股+9,300股+5.27%加仓
苹果AAPL
2.75%2.33%$854.8万3.4万股$836.9万3.6万股-1,787股-4.97%减仓
亚马逊AMZN
2.41%1.78%$750.6万3.4万股$641.5万3.4万股-218股-0.63%减仓
WWORLD GOLD TRGLD
2.22%1.9%$691.6万13.3万股$681.7万13.1万股+2,261股+1.73%加仓
AAvantis·U SAVUV
2.09%1.72%$650.8万6.7万股$619.9万6.5万股+2,815股+4.36%加仓
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
1.42%1%$442.9万4.4万股$358.7万3.9万股+5,038股+12.79%加仓
微软MSFT
1.4%1.35%$436.2万1.0万股$483.8万1.1万股-894股-7.95%减仓
C资本集团成长ETFCGGR
1.37%2.55%$427.0万11.5万股$915.3万26.3万股-14.8万股-56.33%减仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
1.25%1.1%$388.9万8.0万股$394.9万8.0万股-13股-0.02%减仓
卡特彼勒CAT
1.08%1.04%$336.8万9,285股$375.0万9,589股-304股-3.17%减仓
C资本集团股息价值CCBG
0.96%2.11%$298.0万8.5万股$759.4万20.8万股-12.4万股-59.45%减仓
英伟达NVDA
0.87%1.08%$269.5万2.0万股$388.3万3.2万股-1.2万股-37.24%减仓
S道富SPYM
0.86%1.48%$268.4万3.9万股$531.6万7.9万股-4.0万股-50.55%减仓
沃尔玛WMT
0.85%0.69%$264.6万2.9万股$247.1万3.1万股-1,308股-4.28%减仓
摩根大通JPM
0.73%0.57%$226.7万9,457股$203.3万9,641股-184股-1.91%减仓
S道富SPIB
0.67%0.56%$209.8万6.4万股$200.0万5.9万股+4,705股+7.93%加仓
宝洁PG
0.67%0.64%$209.7万1.3万股$228.6万1.3万股-692股-5.24%减仓
A美国世纪ETF信托AVGE
0.64%0.53%$199.9万2.8万股$190.2万2.6万股+1,870股+7.26%加仓
J骏利亨德森JAAA
0.64%0.51%$198.6万3.9万股$182.8万3.6万股+3,243股+9.03%加仓
迪尔DE
0.56%0.67%$172.8万4,079股$241.1万5,777股-1,698股-29.39%减仓
IiShares安硕信托IVV
0.53%1.17%$163.6万2,779股$420.5万7,289股-4,510股-61.87%减仓
伯克希尔哈撒韦BRK.B
0.53%0.46%$163.4万3,605股$164.3万3,569股+36股+1.01%加仓
RRESEARCH FRONTIERS INCREFR
0.52%0.58%$162.5万95.0万股$207.1万94.6万股+4,700股+0.50%加仓
AAuspice Commodity StrategyCOM
0.48%0.46%$150.8万5.3万股$166.3万5.8万股-4,608股-7.97%减仓
特斯拉TSLA
0.47%0.28%$146.4万3,624股$99.1万3,786股-162股-4.28%减仓
S嘉信·USSCHA
0.46%0.87%$143.2万5.5万股$313.7万6.1万股-5,542股-9.10%减仓
CCAPITAL CORE BALANCEDCGBL
0.45%1.08%$141.0万4.5万股$388.4万12.5万股-8.0万股-63.96%减仓
谷歌AGOOGL
0.44%0.35%$138.1万7,294股$126.0万7,598股-304股-4.00%减仓
伯克希尔哈撒韦BRK.A
0.44%0.38%$136.2万2股$138.2万2股00.00%持仓不变
IiShares安硕信托ITOT
0.42%0.78%$129.3万1.0万股$279.4万2.2万股-1.2万股-54.66%减仓
VisaV
0.41%0.39%$127.6万4,037股$141.0万5,129股-1,092股-21.29%减仓
礼来LLY
0.39%0.42%$121.0万1,567股$151.2万1,707股-140股-8.20%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.38%0.55%$118.6万7,434股$199.3万1.3万股-5,708股-43.43%减仓
联合健康UNH
0.38%0.43%$117.1万2,315股$153.9万2,632股-317股-12.04%减仓
好事达ALL
0.35%0.3%$109.7万5,691股$107.7万5,681股+10股+0.18%加仓
强生JNJ
0.34%0.35%$105.3万7,282股$127.6万7,871股-589股-7.48%减仓
IiShares安硕信托IUSB
0.34%0.6%$104.3万2.3万股$217.4万4.6万股-2.3万股-49.97%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.33%0.29%$102.2万2.0万股$103.6万2.0万股-138股-0.68%减仓
百事可乐PEP
0.33%0.32%$101.2万6,655股$114.9万6,756股-101股-1.49%减仓
WASTE MGMT DELWM
0.32%0.31%$100.4万4,975股$112.3万5,408股-433股-8.01%减仓
NETFLIXNFLX
0.32%0.22%$98.8万1,109股$80.0万1,128股-19股-1.68%减仓
VERALTO COM SHSVLTO
0.31%0.33%$96.5万9,471股$118.4万1.1万股-1,114股-10.52%减仓
FFLEXFLEX
0.3%0.3%$93.5万2.4万股$106.3万3.2万股-7,440股-23.41%减仓
IiShares安硕信托IMCG
0.3%0.29%$92.9万1.2万股$103.4万1.4万股-1,876股-13.24%减仓

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