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Redmont Wealth Advisors LLC 13F 持仓 · 最近申报 2025年Q4

Redmont Wealth Advisors 在 2025年Q4(报告期截至 2025-12-31)的 SEC 13F 申报中报告了 307 只证券,申报市值合计 6,604.03 万美元。前几大持仓:RSP(12.94%)、NOBL(7.68%)、SPY(5.59%)。本季前 25 大持仓中:新建仓 1 只、增持 9 只、减持 12 只。

排名代码公司市值占组合股数变动
1RSPINVESCO S&P 500 EQUAL WEIGHT ETF$8.5M12.94%44,603增持
2NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$5.1M7.68%48,747增持
3SPYSTATE STR SPDR S&P 500 ETF TR TR UNIT$3.7M5.59%5,415减持
4JPSTJPMORGAN ULTRA-SHORT INCOME ETF$3.3M5.04%65,762增持
5VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$3.0M4.59%38,014减持
6DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$2.9M4.47%77,382增持
7PFFISHARES PREFERRED & INCOME SECURITIES ETF$2.2M3.30%70,472减持
8DVYISHARES SELECT DIVIDEND ETF$2.0M3.02%14,111持平
9HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF$1.6M2.35%19,251增持
10CWCURTISS WRIGHT CORP COM$1.2M1.84%2,207减持
11AVIVAVANTIS INTERNATIONAL LARGE CAP VALUE ETF$1.2M1.83%16,978减持
12NRIMNORTHRIM BANCORP INC COM$1.2M1.76%43,752减持
13IEMGISHARES CORE MSCI EMERGING MARKETS ETF$1.1M1.73%17,008持平
14AVUVAVANTIS U.S. SMALL CAP VALUE ETF$1.1M1.72%11,134增持
15EZPWEZCORP INC CL A NON VTG$1.0M1.54%52,227减持
16SLMSLM CORP COM$929,3761.41%34,345持平
17JEFJEFFERIES FINL GROUP INC COM$919,1391.39%14,832增持
18MBCNMIDDLEFIELD BANC CORP COM NEW$911,0271.38%26,376减持
19MRPMILLROSE PPTYS INC COM CL A$903,4181.37%30,245减持
20BRKBBERKSHIRE HATHAWAY INC DEL CL B NEW$827,8651.25%1,647减持
21PBIPITNEY BOWES INC COM$809,3771.23%76,573增持
22PATKPATRICK INDS INC COM$792,7321.20%7,311减持
23FSTRFOSTER L B CO COM$738,9691.12%27,420增持
24GTGOODYEAR TIRE & RUBR CO COM$680,3721.03%77,668新建仓
25ALCOALICO INC COM$676,5951.02%18,598减持

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