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Resolute Wealth Strategies, LLC 13F 持仓 · 2026年Q2

Resolute Wealth Strategies 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 132 只证券,申报市值合计 2.58 亿美元。前几大持仓:AAPL(14.26%)、JGRO(6.36%)、CAT(5.06%)。本季前 25 大持仓中:新建仓 1 只、增持 19 只、减持 5 只。

排名代码公司市值占组合股数变动
1AAPLAPPLE INC COM$36.8M14.26%127,167减持
2JGROJPMORGAN ACTIVE GROWTH ETF$16.4M6.36%166,483增持
3CATCATERPILLAR INC COM$13.1M5.06%12,273减持
4FBNDFIDELITY TOTAL BOND ETF$11.9M4.60%260,923增持
5AMZNAMAZON COM INC COM$11.1M4.29%46,411增持
6NVDANVIDIA CORPORATION COM$11.0M4.27%55,110增持
7MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND$10.8M4.19%107,317增持
8JAVAJPMORGAN ACTIVE VALUE ETF$9.3M3.59%116,560增持
9GOOGALPHABET INC CAP STK CL C$8.5M3.28%23,985增持
10MSFTMICROSOFT CORP COM$7.4M2.86%19,784减持
11IVWISHARES S&P 500 GROWTH ETF$6.3M2.43%45,624增持
12GLDSPDR GOLD SHARES$6.2M2.39%16,723增持
13BRKBBERKSHIRE HATHAWAY INC DEL CL B NEW$5.7M2.20%11,332增持
14IVEISHARES S&P 500 VALUE ETF$5.4M2.09%23,770增持
15JPMJPMORGAN CHASE & CO COM$4.9M1.92%15,117增持
16SPYSTATE STREET SPDR S&P 500 ETF$4.9M1.89%6,546减持
17GOOGLALPHABET INC CAP STK CL A$4.2M1.64%11,867增持
18SHOPSHOPIFY INC CL A SUB VTG SHS$3.8M1.46%33,005增持
19AMGNAMGEN INC COM$3.4M1.32%9,427减持
20BXBLACKSTONE INC COM$3.2M1.26%27,600增持
21RNSTRENASANT CORP COM$3.1M1.19%72,412增持
22TAT&T INC COM$2.8M1.07%133,416增持
23XOMEXXONMOBIL HOLDINGS CORP COM SHS$2.7M1.05%19,868新建仓
24LLYELI LILLY & CO COM$2.4M0.92%1,988增持
25RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF$2.3M0.90%79,451增持

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