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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
1SPYMSPDR SERIES TRUST$28.8M24.92%395,949减持
2DUSADAVIS FUNDAMENTAL ETF TR$7.7M6.66%166,315增持
3FELCFIDELITY COVINGTON TRUST$7.5M6.53%218,695新建仓
4MTBASIMPLIFY EXCHANGE TRADED FUN$6.2M5.34%123,100增持
5ARKWARK ETF TR$5.9M5.09%39,852减持
6BRKBBERKSHIRE HATHAWAY INC DEL$5.4M4.65%11,048减持
7SDVYFIRST TR EXCHANGE-TRADED FD$4.9M4.26%139,377增持
8SPYGSPDR SERIES TRUST$3.6M3.10%37,594减持
9BILSSPDR SERIES TRUST$3.4M2.90%33,732增持
10ADXADAMS DIVERSIFIED EQUITY FD$3.2M2.81%149,363减持
11VTIVANGUARD INDEX FDS$3.0M2.62%9,951减持
12CWISPDR INDEX SHS FDS$2.5M2.17%76,863减持
13JAVAJ P MORGAN EXCHANGE TRADED F$2.1M1.85%32,577减持
14XMHQINVESCO EXCHANGE TRADED FD T$2.1M1.84%21,661增持
15CGCPCAPITAL GRP FIXED INCM ETF T$1.8M1.58%80,988增持
16LSGRNATIXIS ETF TRUST II$1.6M1.36%37,665增持
17SPYVSPDR SERIES TRUST$1.6M1.36%30,077减持
18BINCBLACKROCK ETF TRUST II$1.5M1.28%27,992减持
19IQDGWISDOMTREE TR$1.4M1.25%36,300减持
20SPYSPDR S&P 500 ETF TR$1.4M1.20%2,242减持
21SPTMSPDR SERIES TRUST$1.3M1.14%17,655减持
22FDVFEDERATED HERMES ETF TRUST$1.1M0.95%39,775减持
23SGOLETFS GOLD TR$1.1M0.94%34,400增持
24JMSTJ P MORGAN EXCHANGE TRADED F$1.1M0.92%20,946增持
25FDLFIRST TR EXCHANGE-TRADED FD$988,6340.86%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