Kolinsky Wealth Management, LLC
- SEC CIK
- 0001904326
- 最新申報
- 2025/2/18
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/20 申報。只含多頭部位。
- 持股檔數
- 149
- 2021 年第 3 季沒有申報
- 總值
- $1.08 億
- 2021 年第 3 季沒有申報
Kolinsky Wealth Management, LLC 沒有申報 2021 年第 3 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 216,414 | $2,463 萬 | 22.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,554 | $833.7 萬 | 7.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,721 | $562.3 萬 | 5.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 25,927 | $460.4 萬 | 4.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 968 | $322.8 萬 | 3.0% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,511 | $228.7 萬 | 2.1% | – | – | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 50,377 | $152.7 萬 | 1.4% | – | – | – |
| ADBEAdobe Inc. | Stock | 2,622 | $148.7 萬 | 1.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 497 | $144.0 萬 | 1.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,332 | $120.1 萬 | 1.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,354 | $118.2 萬 | 1.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 2,788 | $115.6 萬 | 1.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,755 | $107.0 萬 | 1.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 358 | $103.6 萬 | 1.0% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,151 | $96.3 萬 | 0.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,172 | $93.3 萬 | 0.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,633 | $88.6 萬 | 0.8% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,613 | $79.9 萬 | 0.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,541 | $76.7 萬 | 0.7% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 13,074 | $75.9 萬 | 0.7% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 1,119 | $72.0 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 4,923 | $69.3 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,302 | $68.8 萬 | 0.6% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,701 | $68.0 萬 | 0.6% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 850 | $67.7 萬 | 0.6% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 13,383 | $67.4 萬 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,929 | $66.7 萬 | 0.6% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 955 | $63.7 萬 | 0.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 5,312 | $62.1 萬 | 0.6% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,896 | $62.1 萬 | 0.6% | – | – | 歷史 |
| BACBank of America Corp | Stock | 13,532 | $60.2 萬 | 0.6% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 4,187 | $57.2 萬 | 0.5% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 6,045 | $56.4 萬 | 0.5% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 596 | $54.6 萬 | 0.5% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,481 | $53.9 萬 | 0.5% | – | – | 歷史 |
| DCOMDime Commercial Bancshares, Inc. | COM | 15,181 | $53.4 萬 | 0.5% | – | – | 歷史 |
| FCNFti Consulting, Inc | COM | 3,319 | $50.9 萬 | 0.5% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 684 | $49.2 萬 | 0.5% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,117 | $49.0 萬 | 0.5% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,856 | $47.6 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,823 | $47.6 萬 | 0.4% | – | – | – |
| SSDSimpson Manufacturing Co., Inc. | COM | 3,390 | $47.1 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,843 | $46.5 萬 | 0.4% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 3,875 | $44.8 萬 | 0.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,244 | $44.7 萬 | 0.4% | – | – | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 3,467 | $44.2 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,748 | $44.0 萬 | 0.4% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 313 | $43.1 萬 | 0.4% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 2,550 | $42.9 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 702 | $42.3 萬 | 0.4% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,640 | $41.5 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 7,951 | $41.3 萬 | 0.4% | – | – | 歷史 |
| GOLFAcushnet Holdings Corp. | COM | 7,710 | $40.9 萬 | 0.4% | – | – | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 2,073 | $40.3 萬 | 0.4% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 7,140 | $40.1 萬 | 0.4% | – | – | 歷史 |
| AZPNASPENTECH Corp | COM | 2,617 | $39.8 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,361 | $39.4 萬 | 0.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,086 | $39.3 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 687 | $39.0 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 369 | $39.0 萬 | 0.4% | – | – | 歷史 |
| VLYValley National Bancorp | COM | 28,360 | $39.0 萬 | 0.4% | – | – | 歷史 |
| MANHManhattan Associates Inc | Stock | 2,457 | $38.2 萬 | 0.4% | – | – | 歷史 |
| GGGGraco Inc | COM | 4,719 | $38.0 萬 | 0.4% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 777 | $37.8 萬 | 0.3% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 1,812 | $37.8 萬 | 0.3% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,245 | $37.6 萬 | 0.3% | – | – | 歷史 |
| LSTRLandstar System Inc | COM | 2,103 | $37.6 萬 | 0.3% | – | – | 歷史 |
| PRIPrimerica, Inc. | Stock | 2,447 | $37.5 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,781 | $37.2 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X853 | INTL EQUITY OPP | 6,362 | $36.7 萬 | 0.3% | – | – | – |
| ZTSZoetis Inc. | Stock | 1,496 | $36.5 萬 | 0.3% | – | – | 歷史 |
| TEAMAtlassian Corp | CL A | 955 | $36.4 萬 | 0.3% | – | – | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 4,146 | $36.3 萬 | 0.3% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 922 | $36.1 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,481 | $35.9 萬 | 0.3% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 3,419 | $35.3 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,013 | $35.0 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,858 | $35.0 萬 | 0.3% | – | – | 歷史 |
| FHBFirst Hawaiian, Inc. | COM | 12,740 | $34.8 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,295 | $34.7 萬 | 0.3% | – | – | 歷史 |
| LINLinde PLC | SHS | 969 | $33.6 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,961 | $33.5 萬 | 0.3% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,017 | $33.5 萬 | 0.3% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,899 | $33.4 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,294 | $33.4 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,294 | $32.9 萬 | 0.3% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 500 | $32.5 萬 | 0.3% | – | – | 歷史 |
| ALCAlcon Inc | Stock | 3,693 | $32.2 萬 | 0.3% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,364 | $32.0 萬 | 0.3% | – | – | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 12,379 | $32.0 萬 | 0.3% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,505 | $31.4 萬 | 0.3% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,847 | $31.3 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,021 | $31.2 萬 | 0.3% | – | – | – |
| TTCToro Co | COM | 3,118 | $31.2 萬 | 0.3% | – | – | 歷史 |
| RACEFerrari N.V. | COM | 1,185 | $30.7 萬 | 0.3% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 657 | $30.5 萬 | 0.3% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,118 | $30.5 萬 | 0.3% | – | – | 歷史 |
| ICLRIcon PLC | COM | 964 | $29.9 萬 | 0.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 819 | $29.1 萬 | 0.3% | – | – | 歷史 |
| MCMoelis & Co | CL A | 4,493 | $28.1 萬 | 0.3% | – | – | 歷史 |