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Pursuit Wealth Management LLC 13F 持仓 · 最近申报 2025年Q4

Pursuit Wealth Management 在 2025年Q4(报告期截至 2025-12-31)的 SEC 13F 申报中报告了 118 只证券,申报市值合计 1.16 亿美元。前几大持仓:FIW(4.30%)、TAXF(3.53%)、AVEM(3.24%)。本季前 25 大持仓中:新建仓 25 只。

排名代码公司市值占组合股数变动
1FIWFIRST TR EXCHANGE-TRADED FD$5.0M4.30%46,091新建仓
2TAXFAMERICAN CENTY ETF TR$4.1M3.53%81,546新建仓
3AVEMAMERICAN CENTY ETF TR$3.8M3.24%49,006新建仓
4LBOEA SERIES TRUST$3.5M2.99%120,677新建仓
5ACLCAMERICAN CENTY ETF TR$3.4M2.96%43,954新建仓
6MSFTMICROSOFT CORP$3.1M2.68%6,460新建仓
7FICSFIRST TR EXCHANGE TRADED FD$3.0M2.61%75,792新建仓
8AAPLAPPLE INC$2.9M2.50%10,711新建仓
9GOOGLALPHABET INC$2.9M2.45%9,109新建仓
10FYCFIRST TR EXCHANGE-TRADED ALP$2.3M1.98%24,013新建仓
11FSMBFIRST TR EXCH TRADED FD III$2.2M1.86%108,238新建仓
12NVDANVIDIA CORPORATION$1.9M1.66%10,341新建仓
13AVDVAMERICAN CENTY ETF TR$1.9M1.64%20,276新建仓
14DFISDIMENSIONAL ETF TRUST$1.9M1.60%56,390新建仓
15SPYSPDR S&P 500 ETF TR$1.8M1.52%2,600新建仓
16UVEUNIVERSAL INS HLDGS INC$1.7M1.50%51,636新建仓
17COWZPACER FDS TR$1.7M1.44%27,876新建仓
18HFNDTIDAL TRUST I$1.7M1.43%73,970新建仓
19JPMJPMORGAN CHASE & CO.$1.7M1.43%5,179新建仓
20RUNNSTRATEGIC TRUST$1.7M1.43%49,752新建仓
21GLDSPDR GOLD TR$1.6M1.34%3,930新建仓
22USVMVICTORY PORTFOLIOS II$1.5M1.32%16,837新建仓
23FMBFIRST TR EXCH TRADED FD III$1.4M1.19%27,033新建仓
24AMZNAMAZON COM INC$1.4M1.18%5,934新建仓
25FNYFIRST TR EXCHANGE-TRADED ALP$1.4M1.16%14,856新建仓

来源:SEC 13F 申报文件 · 截至 2025-12-31

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