DH
Dixon Hughes Goodman Wealth Advisors LLC
分散型投资策略长期持有型
申报总市值
US$3.5亿
申报季度: 2022-03-31 · 持股只数: 1034
Dixon Hughes Goodman Wealth Advisors LLC在最新一期 13F 报告中披露了 1034 项持股，申报期为 2022-03-31，总持股市值约为 US$3.5亿，季度换手率为 0.0%。
机构性格雪花图
- 集中度
- 18.2
- 持仓稳定性
- 0
- 动能／逆势
- 50
- 行业集中度
- 38.62
- 多样化
- 100
- 仓位均衡度
- 32.12
近期动向
本季暂无持股变动
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 12.94% | — | +2.02% | |
| 2 | DFAT | Dimensional US Target Value | ETF-其他 | 10.67% | — | -0.04% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 8.47% | — | -1.53% | |
| 4 | DFIV | Dimensional International Va | ETF-其他 | 6.32% | — | -1.02% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.63% | — | +34.24% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.13% | — | +33.65% | |
| 7 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 2.07% | — | +509.90% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.97% | — | +18.56% | |
| 9 | POCT | Innovator U.s. Equity Power | ETF-其他 | 1.85% | — | -0.22% | |
| 10 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 1.82% | — | +5.57% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.30% | — | +15.62% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | — | +46.73% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.27% | — | -6.15% | |
| 14 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.19% | — | -0.25% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.11% | — | -17.64% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.96% | — | +161.34% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | — | +86.13% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | — | +52.60% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.77% | — | +37.87% | |
| 20 | IAPR | Innovator International Deve | ETF-其他 | 0.72% | — | +391.21% | |
| 21 | IJAN | Innovator International Deve | ETF-其他 | 0.66% | — | +7.51% | |
| 22 | TFC | Truist Financial CORP | 股票-金融 | 0.65% | — | +54.31% | |
| 23 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 0.62% | — | +3568.35% | |
| 24 | DUK | Duke Energy CORP | 股票-公用事业 | 0.61% | — | +19.98% | |
| 25 | IOCT | Innovator Int Dev Power Buff | ETF-其他 | 0.58% | — | -0.60% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.55% | — | +3154.37% | |
| 27 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.51% | — | +1671.76% | |
| 28 | ELV | Elevance Health INC | 股票-医疗保健 | 0.49% | — | +0.03% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.49% | — | +11.29% | |
| 30 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.49% | — | -15.84% | |
| 31 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.47% | — | +377.96% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | +0.11% | |
| 33 | NEE | Nextera Energy INC | 股票-公用事业 | 0.46% | — | -0.93% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 0.46% | — | +24.76% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | — | +33.50% | |
| 36 | UCB | United Community Banks/ga | 股票-金融 | 0.42% | — | — | |
| 37 | KJAN | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.41% | — | +2.72% | |
| 38 | IJUL | Innovator International Deve | ETF-其他 | 0.40% | — | -1.42% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.40% | — | +211.25% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.40% | — | +13.56% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.39% | — | +0.48% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.39% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +550.43% | |
| 44 | KOCT | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.38% | — | -0.63% | |
| 45 | D | Dominion Energy INC | 股票-公用事业 | 0.35% | — | +12.50% | |
| 46 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 0.34% | — | -15.73% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | — | +29.77% | |
| 48 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.34% | — | — | |
| 49 | ✓ | Canadian Pacific Kansa F | 股票-其他 | 0.32% | — | — | |
| 50 | SO | Southern Co/the | 股票-公用事业 | 0.31% | — | +2.83% |
1–50 of 1,034
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
FAQ
Dixon Hughes Goodman Wealth Advisors LLC 是什么机构？属于哪种投资人类型？
Dixon Hughes Goodman Wealth Advisors LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2022-03-31），该机构追踪的股票投资组合估值约为 US$3.5亿，分布在 1034 个已申报仓位之中。
Dixon Hughes Goodman Wealth Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，Dixon Hughes Goodman Wealth Advisors LLC 按市值排列的前几大持股为：
1. Dimensional US Core Equity 2 (DFAC) — US$4511.9万 (12.9%)
2. Dimensional US Target Value (DFAT) — US$3719.6万 (10.7%)
3. Dimensional US Small Cap ETF (DFAS) — US$2954.3万 (8.5%)
4. Dimensional International Va (DFIV) — US$2202.8万 (6.3%)
5. Vanguard Value ETF (VTV) — US$1615.7万 (4.6%)
Dixon Hughes Goodman Wealth Advisors LLC 在最新一期 13F 申报中做了哪些操作？
最新一期申报显示 Dixon Hughes Goodman Wealth Advisors LLC 的持仓并无明显异动，组合整体维持相对稳定。
Dixon Hughes Goodman Wealth Advisors LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Dixon Hughes Goodman Wealth Advisors LLC 的主要板块分布如下：
• Information Technology: 18.6%
• Financials: 17.8%
• Utilities: 15.0%
• Consumer Staples: 11.8%
• Health Care: 9.6%
• Consumer Discretionary: 7.7%