Rasp Wealth Solutions, LLC 13F 持仓 · 2026年Q2
Rasp Wealth Solutions 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 97 只证券,申报市值合计 3.00 亿美元。前几大持仓:LLY(67.76%)、QQQ(2.57%)、VOO(1.37%)。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 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $203.6M | 67.76% | 169,743 | 新建仓 |
| 2 | QQQ | INVESCO QQQ TR | $7.7M | 2.57% | 10,479 | 新建仓 |
| 3 | VOO | VANGUARD INDEX FDS | $4.1M | 1.37% | 5,994 | 新建仓 |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | $4.0M | 1.33% | 24,763 | 新建仓 |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $3.9M | 1.30% | 43,302 | 新建仓 |
| 6 | META | META PLATFORMS INC | $3.6M | 1.21% | 6,435 | 新建仓 |
| 7 | IUSG | ISHARES TR | $3.5M | 1.18% | 18,787 | 新建仓 |
| 8 | XOM | EXXON MOBIL CORP | $3.1M | 1.04% | 22,838 | 新建仓 |
| 9 | GOOGL | ALPHABET INC | $2.9M | 0.96% | 8,078 | 新建仓 |
| 10 | VTV | VANGUARD INDEX FDS | $2.9M | 0.95% | 13,127 | 新建仓 |
| 11 | OEF | ISHARES TR | $2.4M | 0.80% | 6,549 | 新建仓 |
| 12 | IWF | ISHARES TR | $2.3M | 0.77% | 18,603 | 新建仓 |
| 13 | AAPL | APPLE INC | $2.3M | 0.76% | 7,850 | 新建仓 |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $2.1M | 0.68% | 2,192 | 新建仓 |
| 15 | IVV | ISHARES TR | $1.9M | 0.62% | 2,504 | 新建仓 |
| 16 | TJX | TJX COS INC NEW | $1.7M | 0.58% | 11,517 | 新建仓 |
| 17 | VONG | VANGUARD SCOTTSDALE FDS | $1.8M | 0.58% | 13,743 | 新建仓 |
| 18 | DIA | STATE STR SPDR DOW JONES IND | $1.7M | 0.57% | 3,262 | 新建仓 |
| 19 | GOOG | ALPHABET INC | $1.7M | 0.57% | 4,822 | 新建仓 |
| 20 | IXN | ISHARES TR | $1.3M | 0.42% | 8,717 | 新建仓 |
| 21 | XSD | SPDR SERIES TRUST | $1.3M | 0.42% | 2,014 | 新建仓 |
| 22 | VYM | VANGUARD WHITEHALL FDS | $1.2M | 0.41% | 7,888 | 新建仓 |
| 23 | DISV | DIMENSIONAL ETF TRUST | $1.2M | 0.40% | 29,614 | 新建仓 |
| 24 | FELV | FIDELITY COVINGTON TRUST | $1.2M | 0.39% | 29,406 | 新建仓 |
| 25 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.39% | 3,620 | 新建仓 |
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