Wealth Management Partners, LLC 13F 持仓 · 2026年Q2
Wealth Management Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 154 只证券,申报市值合计 4.25 亿美元。前几大持仓:AVNM(7.45%)、NVDA(7.21%)、QQQ(6.32%)。本季前 25 大持仓中:增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVNM | AMERICAN CENTY ETF TR | $31.6M | 7.45% | 384,167 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $30.6M | 7.21% | 153,122 | 减持 |
| 3 | QQQ | INVESCO QQQ TR | $26.9M | 6.32% | 36,467 | 减持 |
| 4 | AVMC | AMERICAN CENTY ETF TR | $17.5M | 4.12% | 218,287 | 增持 |
| 5 | IVV | ISHARES TR | $14.8M | 3.49% | 19,785 | 增持 |
| 6 | AAPL | APPLE INC | $14.6M | 3.45% | 50,608 | 减持 |
| 7 | IAU | ISHARES GOLD TR | $13.4M | 3.16% | 177,803 | 减持 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $12.6M | 2.97% | 153,373 | 增持 |
| 9 | ALAB | ASTERA LABS INC | $12.5M | 2.93% | 25,796 | 减持 |
| 10 | MU | MICRON TECHNOLOGY INC | $10.9M | 2.58% | 9,484 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $8.5M | 1.99% | 22,681 | 增持 |
| 12 | FDN | FIRST TR EXCHANGE-TRADED FD | $8.4M | 1.97% | 31,647 | 减持 |
| 13 | AMAT | APPLIED MATLS INC | $8.0M | 1.87% | 11,006 | 增持 |
| 14 | AMZN | AMAZON COM INC | $7.8M | 1.84% | 32,842 | 增持 |
| 15 | GOOG | ALPHABET INC | $6.7M | 1.58% | 19,004 | 减持 |
| 16 | TSLA | TESLA INC | $6.7M | 1.58% | 15,970 | 增持 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $6.0M | 1.42% | 10,368 | 增持 |
| 18 | RWL | INVESCO EXCH TRADED FD TR II | $5.7M | 1.35% | 44,763 | 减持 |
| 19 | ARKW | ARK ETF TR | $5.0M | 1.17% | 34,454 | 增持 |
| 20 | ARTY | ISHARES TR | $5.0M | 1.17% | 65,555 | 增持 |
| 21 | FAD | FIRST TR EXCHANGE-TRADED ALP | $5.0M | 1.17% | 24,951 | 增持 |
| 22 | CRWV | COREWEAVE INC | $4.5M | 1.05% | 44,732 | 增持 |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.5M | 1.05% | 9,327 | 减持 |
| 24 | VYM | VANGUARD WHITEHALL FDS | $4.4M | 1.05% | 28,105 | 减持 |
| 25 | IUSV | ISHARES TR | $4.4M | 1.04% | 39,998 | 减持 |
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