VanWeelden Wealth Management, LLC
- SEC CIK
- 0001740451
- 最新申報
- 2026/8/12
2024 年第 2 季持倉
持倉截至 2024/6/30，2025/7/10 申報。只含多頭部位。
- 持股檔數
- 20
- 2024 年第 1 季沒有申報
- 總值
- $1.17 億
- 2024 年第 1 季沒有申報
VanWeelden Wealth Management, LLC 沒有申報 2024 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Calamos ETF Tr12811T126 | RUSSELL 2000 STR | 664,274 | $1,662 萬 | 14.3% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 162,668 | $1,492 萬 | 12.8% | – | – | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 279,363 | $1,397 萬 | 12.0% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 136,944 | $1,371 萬 | 11.8% | – | – | – |
| Calamos ETF Tr12811T878 | NASDAQ 100 STRUC | 487,135 | $1,274 萬 | 10.9% | – | – | – |
| Calamos ETF Tr12811T746 | S&P 500 STRUCTUR | 483,429 | $1,271 萬 | 10.9% | – | – | – |
| Innovator ETFs Trust45784N643 | EQUITY DEFND 1YR | 487,408 | $1,271 萬 | 10.9% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 66,609 | $670.7 萬 | 5.7% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 60,078 | $663.4 萬 | 5.7% | – | – | – |
| PGProcter & Gamble Co | Stock | 11,512 | $183.4 萬 | 1.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,723 | $85.7 萬 | 0.7% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 32,591 | $82.6 萬 | 0.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 2,539 | $52.1 萬 | 0.4% | – | – | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,302 | $31.0 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,046 | $30.6 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 3,945 | $27.9 萬 | 0.2% | – | – | 歷史 |
| CTASCintas Corp | Stock | 1,200 | $26.7 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 429 | $26.5 萬 | 0.2% | – | – | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 31,372 | $23.7 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,065 | $22.9 萬 | 0.2% | – | – | 歷史 |