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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
1LLYELI LILLY & CO$203.6M67.76%169,743新建仓
2QQQINVESCO QQQ TR$7.7M2.57%10,479新建仓
3VOOVANGUARD INDEX FDS$4.1M1.37%5,994新建仓
4SPMOINVESCO EXCH TRADED FD TR II$4.0M1.33%24,763新建仓
5SPHQINVESCO EXCHANGE TRADED FD T$3.9M1.30%43,302新建仓
6METAMETA PLATFORMS INC$3.6M1.21%6,435新建仓
7IUSGISHARES TR$3.5M1.18%18,787新建仓
8XOMEXXON MOBIL CORP$3.1M1.04%22,838新建仓
9GOOGLALPHABET INC$2.9M0.96%8,078新建仓
10VTVVANGUARD INDEX FDS$2.9M0.95%13,127新建仓
11OEFISHARES TR$2.4M0.80%6,549新建仓
12IWFISHARES TR$2.3M0.77%18,603新建仓
13AAPLAPPLE INC$2.3M0.76%7,850新建仓
14COSTCOSTCO WHOLESALE CORPORATION$2.1M0.68%2,192新建仓
15IVVISHARES TR$1.9M0.62%2,504新建仓
16TJXTJX COS INC NEW$1.7M0.58%11,517新建仓
17VONGVANGUARD SCOTTSDALE FDS$1.8M0.58%13,743新建仓
18DIASTATE STR SPDR DOW JONES IND$1.7M0.57%3,262新建仓
19GOOGALPHABET INC$1.7M0.57%4,822新建仓
20IXNISHARES TR$1.3M0.42%8,717新建仓
21XSDSPDR SERIES TRUST$1.3M0.42%2,014新建仓
22VYMVANGUARD WHITEHALL FDS$1.2M0.41%7,888新建仓
23DISVDIMENSIONAL ETF TRUST$1.2M0.40%29,614新建仓
24FELVFIDELITY COVINGTON TRUST$1.2M0.39%29,406新建仓
25JPMJPMORGAN CHASE & CO$1.2M0.39%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