VanWeelden Wealth Management, LLC
- SEC CIK
- 0001740451
- 最新申報
- 2026/8/12
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/3 申報。只含多頭部位。
- 持股檔數
- 19
- 2025 年第 2 季沒有申報
- 總值
- $1.22 億
- 2025 年第 2 季沒有申報
VanWeelden Wealth Management, LLC 沒有申報 2025 年第 2 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 | 660,244 | $1,720 萬 | 14.1% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 163,413 | $1,499 萬 | 12.3% | – | – | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 280,379 | $1,402 萬 | 11.5% | – | – | – |
| Innovator ETFs Trust45784N619 | EQUITY MNGD 100 | 527,955 | $1,401 萬 | 11.5% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 137,713 | $1,380 萬 | 11.4% | – | – | – |
| Innovator ETFs Trust45784N643 | EQUITY DEFND 1YR | 510,237 | $1,351 萬 | 11.1% | – | – | – |
| Calamos ETF Tr12811T878 | NASDAQ 100 STRUC | 506,123 | $1,349 萬 | 11.1% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 71,727 | $722.3 萬 | 5.9% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 64,711 | $715.0 萬 | 5.9% | – | – | – |
| PGProcter & Gamble Co | Stock | 10,648 | $163.6 萬 | 1.3% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 51,765 | $153.3 萬 | 1.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,651 | $85.5 萬 | 0.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,894 | $48.2 萬 | 0.4% | – | – | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 27,000 | $42.4 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 4,007 | $26.6 萬 | 0.2% | – | – | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 31,913 | $25.9 萬 | 0.2% | – | – | 歷史 |
| CTASCintas Corp | Stock | 1,200 | $24.6 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,065 | $24.5 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 469 | $20.9 萬 | 0.2% | – | – | 歷史 |