Solidarity Wealth, LLC 13F 持仓 · 2026年Q2
Solidarity Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 92 只证券，申报市值合计 5.74 亿美元。前几大持仓：AAPL（9.60%）、GOOGL（7.25%）、AMZN（6.60%）。本季前 25 大持仓中：新建仓 2 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $55.1M | 9.60% | 190,482 | 减持 |
| 2 | GOOGL | ALPHABET INC | $41.6M | 7.25% | 116,544 | 减持 |
| 3 | AMZN | AMAZON COM INC | $37.9M | 6.60% | 159,043 | 减持 |
| 4 | ALSN | ALLISON TRANSMISSION HLDGS I | $34.2M | 5.95% | 303,035 | 增持 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $27.2M | 4.73% | 127,760 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $25.3M | 4.41% | 67,901 | 减持 |
| 7 | NRP | NATURAL RESOURCE PARTNERS LP | $25.3M | 4.40% | 260,480 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $25.0M | 4.36% | 49,985 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $21.0M | 3.65% | 28,087 | 减持 |
| 10 | QQQ | INVESCO QQQ TR | $20.8M | 3.62% | 28,253 | 增持 |
| 11 | V | VISA INC | $19.1M | 3.33% | 55,809 | 增持 |
| 12 | MTUM | ISHARES TR | $16.7M | 2.91% | 48,687 | 新建仓 |
| 13 | ASML | ASML HLDG NV | $14.9M | 2.59% | 7,481 | 减持 |
| 14 | BKNG | BOOKING HOLDINGS INC | $14.6M | 2.54% | 81,721 | 增持 |
| 15 | MKL | MARKEL GROUP INC | $13.6M | 2.36% | 6,939 | 增持 |
| 16 | ORLY | OREILLY AUTOMOTIVE INC | $13.4M | 2.33% | 145,429 | 减持 |
| 17 | GS | GOLDMAN SACHS GROUP INC | $13.1M | 2.28% | 12,936 | 减持 |
| 18 | PBI | PITNEY BOWES INC | $12.8M | 2.23% | 732,433 | 减持 |
| 19 | AZO | AUTOZONE INC | $12.8M | 2.22% | 3,995 | 减持 |
| 20 | FICO | FAIR ISAAC CORP | $11.2M | 1.94% | 9,339 | 增持 |
| 21 | MA | MASTERCARD INCORPORATED | $11.0M | 1.91% | 21,377 | 增持 |
| 22 | APD | AIR PRODUCTS AND CHEMICALS I | $9.8M | 1.71% | 33,511 | 增持 |
| 23 | GRNY | TIDAL TRUST I | $9.7M | 1.69% | 351,851 | 新建仓 |
| 24 | META | META PLATFORMS INC | $8.4M | 1.47% | 14,963 | 减持 |
| 25 | NRG | NRG ENERGY INC | $7.7M | 1.35% | 52,931 | 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