US FINANCIAL ADVISORS, LLC
CIK 1640420 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $338.4M
- 持仓
- 97
- 截至
- 2025年3月31日 数据截至 Q1 2025
按 13F 价值排名第 4820（共 9443） · 前 51.0%
投资组合价值同比（季度）：+4.0% 13F不披露现金
- 前十大持仓权重
- 52.09%
- 前二十五大持仓权重
- 83.29%
- 持仓高于 1%
- 29
- 有效持仓数量
- 22.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2025: 1.21% 估计买入 $22982933 · 卖出 $4005648
- 新仓位
- 8
- 增加
- 48
- 减少
- 22
- 已结清
- 0
行业细分
Technology
3.7%
Healthcare
1.3%
Industrials
0.5%
Communication Services
0.4%
Telecommunication
0.3%
Energy
0.2%
Consumer Discretionary
0.2%
Retail
0.1%
Financials
0.1%
Consumer products
0.1%
Financial Services
0.1%
其他/未映射
93.2%
完整投资组合 97 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IWB | $42514835 | 12.57% | 138602 | $-2436619 | 下跌 ×1 | ||
| IVV | $31204766 | 9.22% | 55534 | $-1564314 | 下跌 ×1 | ||
| EFA | $19621533 | 5.80% | 240077 | $3096559 | 上涨 ×1 | ||
| SPTI | $14144084 | 4.18% | 494894 | $1148409 | 上涨 ×1 | ||
| VO | $13098789 | 3.87% | 50649 | $-558507 | 下跌 ×1 | ||
| IWD | $12709275 | 3.76% | 67545 | $429200 | 上涨 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $11467841 | 3.39% | 195898 | $-371143 | 下跌 ×1 | ||
| SPY SPY | $11014691 | 3.26% | 19691 | $-488394 | 上涨 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $10559137 | 3.12% | 133761 | $410688 | 上涨 ×1 | ||
| EEM | $9917675 | 2.93% | 226949 | $1411193 | 上涨 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $9828312 | 2.90% | 120209 | $295931 | 上涨 ×1 | ||
| MOAT | $9823222 | 2.90% | 111627 | $-502868 | 上涨 ×1 | ||
| IWF | $8922209 | 2.64% | 24709 | $-1202588 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $8634862 | 2.55% | 38873 | $5114958 | 上涨 ×1 | ||
| USFR | $8428773 | 2.49% | 167470 | $2363566 | 上涨 ×1 | ||
| VB | $7694666 | 2.27% | 34700 | $-950744 | 下跌 ×1 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $6986414 | 2.06% | 59139 | $453920 | 上涨 ×1 | ||
| DFAS | $6522227 | 1.93% | 109158 | $-570237 | 上涨 ×1 | ||
| BIL | $6435491 | 1.90% | 70157 | $-2228003 | 下跌 ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $6233113 | 1.84% | 75343 | $-63572 | 下跌 ×1 | ||
| GLDM | $6165979 | 1.82% | 99628 | 上涨 ×1 | |||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $5621698 | 1.66% | 110057 | $292310 | 上涨 ×1 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $5372173 | 1.59% | 186146 | $363814 | 上涨 ×1 | ||
| VONE Vanguard Russell 1000 ETF | $4615535 | 1.36% | 18181 | $-296425 | 下跌 ×1 | ||
| FLOT | $4287485 | 1.27% | 83986 | $-66393 | 下跌 ×1 | ||
| TOTL | $4162954 | 1.23% | 103325 | $231740 | 上涨 ×1 | ||
| SPTS | $3620852 | 1.07% | 123832 | $117731 | 上涨 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $3608595 | 1.07% | 7252 | $-173997 | 下跌 ×1 | ||
| VEA | $3534261 | 1.04% | 69531 | $177955 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2231318 | 0.66% | 5944 | $-85675 | 上涨 ×1 | ||
| FALN iShares Fallen Angels USD Bond ETF | $2181450 | 0.64% | 81428 | $52019 | 上涨 ×1 | ||
| IEMG | $1721869 | 0.51% | 31904 | $47426 | 下跌 ×1 | ||
| IAGG | $1716792 | 0.51% | 34343 | $58411 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $1592133 | 0.47% | 32612 | $-13185 | 下跌 ×1 | ||
| VTI | $1534707 | 0.45% | 5584 | $-83591 | |||
| EFIV | $1374263 | 0.41% | 25687 | $36249 | 上涨 ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1337945 | 0.40% | 14769 | $35210 | 上涨 ×1 | ||
| XVV | $1336365 | 0.39% | 31236 | $-17041 | 上涨 ×1 | ||
| ESGV | $1335257 | 0.39% | 13632 | $-18141 | 上涨 ×1 | ||
| SRLN | $1217980 | 0.36% | 29613 | $-71470 | 下跌 ×1 | ||
| KRMA Global X Conscious Companies ETF | $1124290 | 0.33% | 30166 | $8739 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $976287 | 0.29% | 9008 | $-236621 | 下跌 ×1 | ||
| VOE | $921227 | 0.27% | 5738 | $30122 | 上涨 ×1 | ||
| NUSC | $888760 | 0.26% | 23181 | $-41607 | 上涨 ×1 | ||
| SPTM | $791990 | 0.23% | 11645 | $-18801 | 上涨 ×1 | ||
| MBB iShares MBS ETF | $787192 | 0.23% | 8394 | $90516 | 上涨 ×1 | ||
| NUDM | $774115 | 0.23% | 24305 | $92413 | 上涨 ×1 | ||
| BRKB | $716852 | 0.21% | 1346 | $152068 | 上涨 ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $679850 | 0.20% | 19452 | $72084 | 上涨 ×1 | ||
| NUMG | $600967 | 0.18% | 14002 | $-35343 | 上涨 ×1 | ||
| XLV XLV | $529573 | 0.16% | 3627 | $68301 | 上涨 ×1 | ||
| HEDJ | $526458 | 0.16% | 11088 | $72295 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $525488 | 0.16% | 4418 | $33871 | 下跌 ×1 | ||
| SACH | $523822 | 0.15% | 451570 | $-61935 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $515667 | 0.15% | 3893 | $63550 | 下跌 ×1 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $512742 | 0.15% | 22235 | $66931 | 上涨 ×1 | ||
| SPSM | $511858 | 0.15% | 12558 | $-52761 | 下跌 ×1 | ||
| SHE | $497964 | 0.15% | 4363 | $15311 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $468332 | 0.14% | 2824 | $59924 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $427905 | 0.13% | 3510 | $-24253 | |||
| VLUE | $426387 | 0.13% | 3998 | $16621 | 上涨 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $422392 | 0.12% | 9312 | $50005 | |||
| IVW | $381276 | 0.11% | 4107 | $-35681 | |||
| MDY | $376103 | 0.11% | 705 | $-25451 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $369469 | 0.11% | 641 | $31604 | 上涨 ×1 | ||
| ICLN iShares Global Clean Energy ETF | $368353 | 0.11% | 32255 | $58533 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $353884 | 0.10% | 1860 | 上涨 ×1 | |||
| BA Boeing Company (The) Common Stock | $349115 | 0.10% | 2047 | 上涨 ×1 | |||
| VUG | $331897 | 0.10% | 895 | $-38629 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $330173 | 0.10% | 1972 | $-127014 | |||
| JPM JP Morgan Chase & Co. Common Stock | $327476 | 0.10% | 1335 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $321652 | 0.10% | 2080 | $3628 | 上涨 ×1 | ||
| QUAL | $307603 | 0.09% | 1800 | $-13386 | 下跌 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $305836 | 0.09% | 1230 | $35459 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $305586 | 0.09% | 1956 | $9262 | 上涨 ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $305158 | 0.09% | 596 | $25461 | |||
| TSLA Tesla, Inc. - Common Stock | $300625 | 0.09% | 1160 | 上涨 ×1 | |||
| T AT&T Inc. | $294762 | 0.09% | 10423 | $90401 | 上涨 ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $293314 | 0.09% | 5878 | $32329 | 上涨 ×1 | ||
| NOBL | $292886 | 0.09% | 2866 | $7539 | |||
| VV | $291215 | 0.09% | 1133 | $41473 | 上涨 ×1 | ||
| PHO Invesco Water Resources ETF | $288667 | 0.09% | 4474 | $18336 | 上涨 ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $288536 | 0.09% | 11546 | $33432 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $283299 | 0.08% | 1662 | $5069 | 上涨 ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $268471 | 0.08% | 2737 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $265352 | 0.08% | 484 | $8327 | 下跌 ×1 | ||
| CARR Carrier Global Corporation Common Stock | $265203 | 0.08% | 4183 | $-20328 | |||
| NEN | $254550 | 0.08% | 3122 | $5727 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $245907 | 0.07% | 922 | $42394 | |||
| AMGN Amgen Inc. - Common Stock | $234909 | 0.07% | 754 | 上涨 ×1 | |||
| SCHB | $224515 | 0.07% | 10428 | $-12201 | |||
| ITOT | $224498 | 0.07% | 1840 | $-12163 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $214648 | 0.06% | 5817 | $-3665 | |||
| OTIS Otis Worldwide Corporation Common Stock | $211973 | 0.06% | 2054 | 上涨 ×1 | |||
| VIG | $203496 | 0.06% | 1049 | $-1930 | |||
| OBDC Blue Owl Capital Corporation Common Stock | $157890 | 0.05% | 10770 | $-4950 | |||
| BRTX BioRestorative Therapies, Inc. - Common Stock | $30512 | 0.01% | 17142 | $5998 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| AAPL | 增持 | +25K | +$5.1M |
| EFA | 增持 | +22K | +$3.1M |
| IWB | 削减 | -929 | -$2.4M |
| USFR | 增持 | +47K | +$2.4M |
| BIL | 削减 | -25K | -$2.2M |
| IVV | 削减 | -131 | -$1.6M |
| EEM | 增持 | +24K | +$1.4M |
| IWF | 削减 | -503 | -$1.2M |
| SPTI | 增持 | +29K | +$1.1M |
| VB | 削减 | -1K | -$951K |