Wellington Wealth Strategies, LLC. 13F 持仓 · 最近申报 2024年Q4
Wellington Wealth Strategies 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 66 只证券，申报市值合计 1.10 亿美元。前几大持仓：JPST（17.32%）、BKLN（5.55%）、NVDA（4.97%）。本季前 25 大持仓中：新建仓 6 只、增持 4 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $19.0M | 17.32% | 401,578 | 增持 |
| 2 | BKLN | INVESCO EXCH TRADED FD TR II | $6.1M | 5.55% | 289,578 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $5.5M | 4.97% | 40,307 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $4.8M | 4.37% | 11,696 | 新建仓 |
| 5 | GOOGL | ALPHABET INC | $4.5M | 4.11% | 24,047 | 增持 |
| 6 | TFLO | ISHARES TR | $4.3M | 3.94% | 85,652 | 减持 |
| 7 | ICSH | ISHARES TR | $4.3M | 3.89% | 84,428 | 减持 |
| 8 | AMZN | AMAZON COM INC | $3.8M | 3.50% | 16,684 | 减持 |
| 9 | IEFA | ISHARES TR | $3.7M | 3.37% | 48,824 | 增持 |
| 10 | SPSB | SPDR SER TR | $2.8M | 2.53% | 92,773 | 减持 |
| 11 | ORCL | ORACLE CORP | $2.6M | 2.40% | 15,141 | 减持 |
| 12 | ADBE | ADOBE INC | $2.3M | 2.11% | 5,040 | 减持 |
| 13 | AZO | AUTOZONE INC | $2.2M | 1.99% | 629 | 减持 |
| 14 | COST | COSTCO WHSL CORP NEW | $2.0M | 1.79% | 1,830 | 减持 |
| 15 | UNH | UNITEDHEALTH GROUP INC | $1.9M | 1.76% | 3,643 | 减持 |
| 16 | ACN | ACCENTURE PLC IRELAND | $1.9M | 1.73% | 4,875 | 减持 |
| 17 | ICE | INTERCONTINENTAL EXCHANGE IN | $1.8M | 1.67% | 10,888 | 减持 |
| 18 | FISV | FISERV INC | $1.8M | 1.60% | 7,641 | 新建仓 |
| 19 | HSY | HERSHEY CO | $1.7M | 1.58% | 10,788 | 新建仓 |
| 20 | CMCSA | COMCAST CORP NEW | $1.7M | 1.52% | 47,201 | 增持 |
| 21 | CHKP | CHECK POINT SOFTWARE TECH LT | $1.7M | 1.51% | 7,507 | 减持 |
| 22 | INTU | INTUIT | $1.7M | 1.51% | 2,835 | 新建仓 |
| 23 | MKC/V | MCCORMICK & CO INC | $1.6M | 1.49% | 21,142 | 新建仓 |
| 24 | ADP | AUTOMATIC DATA PROCESSING IN | $1.6M | 1.47% | 5,220 | 减持 |
| 25 | NVOX | TIDAL TR II | $1.6M | 1.42% | 19,820 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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