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Significant Wealth Partners LLC 13F 持仓 · 2026年Q2

Significant Wealth Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 116 只证券,申报市值合计 9,235.69 万美元。前几大持仓:GPIQ(8.60%)、BRKB(4.06%)、JEPQ(3.04%)。本季前 25 大持仓中:增持 24 只、减持 1 只。

排名代码公司市值占组合股数变动
1GPIQGOLDMAN SACHS ETF TR$7.9M8.60%133,953增持
2BRKBBERKSHIRE HATHAWAY INC DEL$3.7M4.06%7,486增持
3JEPQJ P MORGAN EXCHANGE TRADED F$2.8M3.04%45,672增持
4VOOGVANGUARD ADMIRAL FDS INC$2.6M2.78%31,090增持
5SPYSTATE STR SPDR S&P 500 ETF T$2.2M2.40%2,969增持
6PAGPENSKE AUTOMOTIVE GRP INC$2.2M2.33%12,032增持
7ABBVABBVIE INC$2.1M2.31%8,485增持
8FTQIFIRST TR EXCHANGE TRADED FD$2.0M2.16%90,151增持
9HTGCHERCULES CAPITAL INC$2.0M2.16%126,219增持
10QYLDGLOBAL X FDS$2.0M2.16%108,187增持
11THWABRDN WORLD HEALTHCARE FUND$2.0M2.14%147,758增持
12ARESARES MANAGEMENT CORPORATION$2.0M2.12%17,573减持
13PGRPROGRESSIVE CORP$1.9M2.11%8,902增持
14SBRSABINE RTY TR$1.9M2.11%26,624增持
15FSKFS KKR CAP CORP$1.9M2.05%180,330增持
16GSBDGOLDMAN SACHS BDC INC$1.9M2.03%197,283增持
17FLNGFLEX LNG LTD$1.9M2.02%66,418增持
18RSFRIVERNORTH CAP AND INCM FD I$1.8M1.96%123,933增持
19GOFGUGGENHEIM STRATEGIC OPPORTU$1.8M1.90%160,924增持
20CGBDCARLYLE SECURED LENDING INC$1.7M1.88%164,757增持
21KIOKKR INCOME OPPORTUNITIES FD$1.6M1.75%143,556增持
22QQQINVESCO QQQ TR$1.4M1.49%1,874增持
23DKSDICKS SPORTING GOODS INC$1.3M1.45%5,921增持
24ABRARBOR REALTY TRUST INC$1.3M1.36%231,033增持
25FDUSFIDUS INVT CORP$1.2M1.34%64,831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