Firethorn Wealth Partners, LLC 13F 持仓 · 2026年Q2
Firethorn Wealth Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 200 只证券,申报市值合计 3.10 亿美元。前几大持仓:JAAA(9.84%)、DFAC(6.28%)、DFAU(4.20%)。本季前 25 大持仓中:增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS DETROIT STR TR | $30.5M | 9.84% | 604,676 | 增持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $19.5M | 6.28% | 439,450 | 增持 |
| 3 | DFAU | DIMENSIONAL ETF TRUST | $13.0M | 4.20% | 251,920 | 增持 |
| 4 | IVW | ISHARES TR | $11.5M | 3.71% | 83,749 | 增持 |
| 5 | IVE | ISHARES TR | $10.0M | 3.21% | 43,904 | 增持 |
| 6 | SPYM | SPDR SERIES TRUST | $9.1M | 2.94% | 103,875 | 增持 |
| 7 | AAPL | APPLE INC | $8.6M | 2.78% | 29,767 | 减持 |
| 8 | DYNF | BLACKROCK ETF TRUST | $8.4M | 2.72% | 123,848 | 减持 |
| 9 | IVV | ISHARES TR | $7.7M | 2.48% | 10,267 | 减持 |
| 10 | PWB | INVESCO EXCHANGE TRADED FD T | $4.9M | 1.57% | 28,889 | 增持 |
| 11 | GOOGL | ALPHABET INC | $4.7M | 1.51% | 13,141 | 增持 |
| 12 | AMZN | AMAZON COM INC | $4.5M | 1.46% | 18,956 | 减持 |
| 13 | CORO | BLACKROCK ETF TRUST | $4.3M | 1.40% | 118,678 | 增持 |
| 14 | IEMG | ISHARES INC | $4.3M | 1.39% | 51,945 | 增持 |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $4.2M | 1.34% | 100,839 | 增持 |
| 16 | RWL | INVESCO EXCH TRADED FD TR II | $4.1M | 1.33% | 32,262 | 增持 |
| 17 | PSQA | PALMER SQUARE FUNDS TR | $4.0M | 1.28% | 193,652 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $3.9M | 1.25% | 10,363 | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.4M | 1.10% | 6,814 | 增持 |
| 20 | BBUS | J P MORGAN EXCHANGE TRADED F | $3.3M | 1.08% | 24,832 | 减持 |
| 21 | JBBB | JANUS DETROIT STR TR | $3.3M | 1.05% | 69,032 | 增持 |
| 22 | THRO | BLACKROCK ETF TRUST | $3.1M | 1.01% | 72,837 | 减持 |
| 23 | EFV | ISHARES TR | $3.1M | 1.00% | 40,348 | 减持 |
| 24 | DFIC | DIMENSIONAL ETF TRUST | $2.8M | 0.90% | 74,725 | 减持 |
| 25 | BAI | BLACKROCK ETF TRUST | $2.8M | 0.89% | 52,277 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
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