Priebe Wealth Holdings LLC 13F 持仓 · 最近申报 2025年Q2
Priebe Wealth Holdings 在 2025年Q2(报告期截至 2025-06-30)的 SEC 13F 申报中报告了 53 只证券,申报市值合计 1.15 亿美元。前几大持仓:SPYM(24.92%)、DUSA(6.66%)、FELC(6.53%)。本季前 25 大持仓中:新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $28.8M | 24.92% | 395,949 | 减持 |
| 2 | DUSA | DAVIS FUNDAMENTAL ETF TR | $7.7M | 6.66% | 166,315 | 增持 |
| 3 | FELC | FIDELITY COVINGTON TRUST | $7.5M | 6.53% | 218,695 | 新建仓 |
| 4 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $6.2M | 5.34% | 123,100 | 增持 |
| 5 | ARKW | ARK ETF TR | $5.9M | 5.09% | 39,852 | 减持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.4M | 4.65% | 11,048 | 减持 |
| 7 | SDVY | FIRST TR EXCHANGE-TRADED FD | $4.9M | 4.26% | 139,377 | 增持 |
| 8 | SPYG | SPDR SERIES TRUST | $3.6M | 3.10% | 37,594 | 减持 |
| 9 | BILS | SPDR SERIES TRUST | $3.4M | 2.90% | 33,732 | 增持 |
| 10 | ADX | ADAMS DIVERSIFIED EQUITY FD | $3.2M | 2.81% | 149,363 | 减持 |
| 11 | VTI | VANGUARD INDEX FDS | $3.0M | 2.62% | 9,951 | 减持 |
| 12 | CWI | SPDR INDEX SHS FDS | $2.5M | 2.17% | 76,863 | 减持 |
| 13 | JAVA | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.85% | 32,577 | 减持 |
| 14 | XMHQ | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.84% | 21,661 | 增持 |
| 15 | CGCP | CAPITAL GRP FIXED INCM ETF T | $1.8M | 1.58% | 80,988 | 增持 |
| 16 | LSGR | NATIXIS ETF TRUST II | $1.6M | 1.36% | 37,665 | 增持 |
| 17 | SPYV | SPDR SERIES TRUST | $1.6M | 1.36% | 30,077 | 减持 |
| 18 | BINC | BLACKROCK ETF TRUST II | $1.5M | 1.28% | 27,992 | 减持 |
| 19 | IQDG | WISDOMTREE TR | $1.4M | 1.25% | 36,300 | 减持 |
| 20 | SPY | SPDR S&P 500 ETF TR | $1.4M | 1.20% | 2,242 | 减持 |
| 21 | SPTM | SPDR SERIES TRUST | $1.3M | 1.14% | 17,655 | 减持 |
| 22 | FDV | FEDERATED HERMES ETF TRUST | $1.1M | 0.95% | 39,775 | 减持 |
| 23 | SGOL | ETFS GOLD TR | $1.1M | 0.94% | 34,400 | 增持 |
| 24 | JMST | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.92% | 20,946 | 增持 |
| 25 | FDL | FIRST TR EXCHANGE-TRADED FD | $988,634 | 0.86% | 23,612 | 增持 |
来源:SEC 13F 申报文件 · 截至 2025-06-30
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