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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
1AVNMAMERICAN CENTY ETF TR$31.6M7.45%384,167增持
2NVDANVIDIA CORPORATION$30.6M7.21%153,122减持
3QQQINVESCO QQQ TR$26.9M6.32%36,467减持
4AVMCAMERICAN CENTY ETF TR$17.5M4.12%218,287增持
5IVVISHARES TR$14.8M3.49%19,785增持
6AAPLAPPLE INC$14.6M3.45%50,608减持
7IAUISHARES GOLD TR$13.4M3.16%177,803减持
8DFASDIMENSIONAL ETF TRUST$12.6M2.97%153,373增持
9ALABASTERA LABS INC$12.5M2.93%25,796减持
10MUMICRON TECHNOLOGY INC$10.9M2.58%9,484增持
11MSFTMICROSOFT CORP$8.5M1.99%22,681增持
12FDNFIRST TR EXCHANGE-TRADED FD$8.4M1.97%31,647减持
13AMATAPPLIED MATLS INC$8.0M1.87%11,006增持
14AMZNAMAZON COM INC$7.8M1.84%32,842增持
15GOOGALPHABET INC$6.7M1.58%19,004减持
16TSLATESLA INC$6.7M1.58%15,970增持
17AMDADVANCED MICRO DEVICES INC$6.0M1.42%10,368增持
18RWLINVESCO EXCH TRADED FD TR II$5.7M1.35%44,763减持
19ARKWARK ETF TR$5.0M1.17%34,454增持
20ARTYISHARES TR$5.0M1.17%65,555增持
21FADFIRST TR EXCHANGE-TRADED ALP$5.0M1.17%24,951增持
22CRWVCOREWEAVE INC$4.5M1.05%44,732增持
23TSMTAIWAN SEMICONDUCTOR MANUFAC$4.5M1.05%9,327减持
24VYMVANGUARD WHITEHALL FDS$4.4M1.05%28,105减持
25IUSVISHARES TR$4.4M1.04%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