Prasad Wealth Partners, LLC 13F 持仓 · 2026年Q2
Prasad Wealth Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 160 只证券,申报市值合计 4.16 亿美元。前几大持仓:ONEQ(6.29%)、BUFF(5.21%)、RSP(5.06%)。本季前 25 大持仓中:新建仓 2 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ONEQ | FIDELITY COMWLTH TR | $26.1M | 6.29% | 253,291 | 减持 |
| 2 | BUFF | INNOVATOR ETFS TRUST | $21.6M | 5.21% | 410,619 | 增持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $21.0M | 5.06% | 98,829 | 增持 |
| 4 | FFLC | FIDELITY COVINGTON TRUST | $15.3M | 3.68% | 259,366 | 减持 |
| 5 | BUFY | FIRST TR EXCHNG TRADED FD VI | $15.0M | 3.60% | 639,436 | 新建仓 |
| 6 | RSPT | INVESCO EXCHANGE TRADED FD T | $14.2M | 3.41% | 219,860 | 减持 |
| 7 | QBUF | INNOVATOR ETFS TRUST | $12.0M | 2.89% | 389,781 | 增持 |
| 8 | BALT | INNOVATOR ETFS TRUST | $11.9M | 2.87% | 347,970 | 增持 |
| 9 | STIP | ISHARES TR | $11.8M | 2.83% | 115,320 | 减持 |
| 10 | FSMD | FIDELITY COVINGTON TRUST | $10.5M | 2.52% | 197,968 | 增持 |
| 11 | NOBL | PROSHARES TR | $10.5M | 2.52% | 186,184 | 增持 |
| 12 | IYF | ISHARES TR | $10.3M | 2.48% | 80,854 | 增持 |
| 13 | FXH | FIRST TR EXCHANGE-TRADED FD | $10.3M | 2.47% | 83,752 | 增持 |
| 14 | UCON | FIRST TR EXCHNG TRADED FD VI | $10.1M | 2.44% | 407,632 | 增持 |
| 15 | SMTH | ALPS ETF TR | $9.8M | 2.35% | 378,849 | 减持 |
| 16 | GOOGL | ALPHABET INC | $9.3M | 2.23% | 25,962 | 减持 |
| 17 | VOO | VANGUARD INDEX FDS | $9.3M | 2.23% | 13,477 | 增持 |
| 18 | ELFY | ALPS ETF TR | $8.9M | 2.15% | 198,882 | 新建仓 |
| 19 | IVV | ISHARES TR | $8.9M | 2.15% | 11,927 | 增持 |
| 20 | AMZN | AMAZON COM INC | $8.7M | 2.10% | 36,584 | 减持 |
| 21 | FPE | FIRST TR EXCH TRADED FD III | $8.4M | 2.03% | 470,663 | 增持 |
| 22 | IGIB | ISHARES TR | $7.0M | 1.68% | 131,233 | 减持 |
| 23 | JMBS | JANUS DETROIT STR TR | $6.9M | 1.65% | 152,257 | 增持 |
| 24 | ITOT | ISHARES TR | $6.2M | 1.50% | 37,896 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $5.7M | 1.37% | 15,298 | 增持 |
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