Abich Financial Wealth Management LLC 13F 持仓 · 最近申报 2025年Q3
Abich Financial Wealth Management 在 2025年Q3(报告期截至 2025-09-30)的 SEC 13F 申报中报告了 655 只证券,申报市值合计 2.81 亿美元。前几大持仓:BIL(17.11%)、VGK(11.85%)、SPY(7.96%)。本季前 25 大持仓中:新建仓 3 只、增持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $48.1M | 17.11% | 523,865 | 增持 |
| 2 | VGK | VANGUARD INTL EQUITY INDEX F | $33.3M | 11.85% | 416,995 | 增持 |
| 3 | SPY | SPDR S&P 500 ETF TR | $22.4M | 7.96% | 33,584 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $20.5M | 7.30% | 34,178 | 增持 |
| 5 | SPMD | SPDR SERIES TRUST | $18.0M | 6.42% | 315,310 | 增持 |
| 6 | VTV | VANGUARD INDEX FDS | $14.5M | 5.15% | 77,604 | 增持 |
| 7 | PRIV | SSGA ACTIVE TR | $12.1M | 4.32% | 476,027 | 新建仓 |
| 8 | SPEM | SPDR INDEX SHS FDS | $11.7M | 4.16% | 249,839 | 增持 |
| 9 | VUG | VANGUARD INDEX FDS | $10.3M | 3.66% | 21,462 | 增持 |
| 10 | SPSM | SPDR SERIES TRUST | $7.1M | 2.52% | 152,621 | 增持 |
| 11 | FLJP | FRANKLIN TEMPLETON ETF TR | $5.6M | 1.98% | 160,958 | 增持 |
| 12 | SGOV | ISHARES TR | $2.3M | 0.83% | 23,286 | 增持 |
| 13 | IBIT | ISHARES BITCOIN TRUST ETF | $1.8M | 0.64% | 27,785 | 增持 |
| 14 | ETHA | ISHARES ETHEREUM TR | $1.7M | 0.62% | 55,506 | 新建仓 |
| 15 | GLD | SPDR GOLD TR | $1.7M | 0.60% | 4,705 | 增持 |
| 16 | MCD | MCDONALDS CORP | $1.7M | 0.60% | 5,585 | 新建仓 |
| 17 | MSFT | MICROSOFT CORP | $1.5M | 0.53% | 2,867 | 增持 |
| 18 | SPTS | SPDR SERIES TRUST | $1.3M | 0.47% | 45,037 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $1.3M | 0.45% | 6,800 | 增持 |
| 20 | AAPL | APPLE INC | $1.2M | 0.41% | 4,540 | 增持 |
| 21 | SPTI | SPDR SERIES TRUST | $1.2M | 0.41% | 39,981 | 增持 |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $813,317 | 0.29% | 2,882 | 增持 |
| 23 | TSLA | TESLA INC | $700,434 | 0.25% | 1,575 | 增持 |
| 24 | SPSB | SPDR SERIES TRUST | $660,807 | 0.24% | 21,816 | 增持 |
| 25 | GILD | GILEAD SCIENCES INC | $625,929 | 0.22% | 5,639 | 增持 |
来源:SEC 13F 申报文件 · 截至 2025-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR