Solidarilty Wealth, LLC
- SEC CIK
- 0001906613
- 最新申報
- 2026/7/31
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/8 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 108
- 較 2022 年第 1 季 −6
- 總值
- $1.86 億
- 較 2022 年第 1 季 +$848.3 萬 (+4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 134,790 | $1,819 萬 | 9.8% | +22,390+19.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 104,319 | $1,695 萬 | 9.1% | −10,997−9.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 36,135 | $1,086 萬 | 5.9% | +3,697+11.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,354 | $1,049 萬 | 5.7% | +6,003+19.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 64,252 | $747.4 萬 | 4.0% | +61,724+2,441.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 15,130 | $535.3 萬 | 2.9% | +2,172+16.8% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 2,455 | $524.7 萬 | 2.8% | +786+47.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,025 | $505.5 萬 | 2.7% | +578+3.7% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 14,733 | $491.2 萬 | 2.6% | +1,621+12.4% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 53,941 | $403.4 萬 | 2.2% | +39,911+284.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 42,918 | $334.1 萬 | 1.8% | +9,100+26.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 28,540 | $332.9 萬 | 1.8% | +27,270+2,147.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 28,348 | $325.8 萬 | 1.8% | +6,410+29.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 68,494 | $316.4 萬 | 1.7% | +11,599+20.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,879 | $294.4 萬 | 1.6% | −9,643−41.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,662 | $280.8 萬 | 1.5% | +1,114+11.7% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,444 | $279.5 萬 | 1.5% | +321+28.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 42,413 | $272.2 萬 | 1.5% | +28,799+211.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,814 | $261.1 萬 | 1.4% | −5,318−52.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 26,314 | $255.1 萬 | 1.4% | +26,314 | 新進 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 10,230 | $247.3 萬 | 1.3% | +755+8.0% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 5,942 | $243.7 萬 | 1.3% | +521+9.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 14,510 | $237.6 萬 | 1.3% | +12,599+659.3% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 21,067 | $219.2 萬 | 1.2% | +1,341+6.8% | 加碼 | – |
| INTCIntel Corp | Stock | 58,799 | $213.5 萬 | 1.2% | +22,231+60.8% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,993 | $210.6 萬 | 1.1% | +572+23.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25,727 | $189.8 萬 | 1.0% | +7,412+40.5% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 10,568 | $187.5 萬 | 1.0% | +2,697+34.3% | 加碼 | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 175,330 | $186.2 萬 | 1.0% | +58,604+50.2% | 加碼 | – |
| NEENextera Energy Inc | Stock | 21,614 | $182.6 萬 | 1.0% | +5,359+33.0% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 75,929 | $179.6 萬 | 1.0% | +33,303+78.1% | 加碼 | – |
| TWTRTwitter, Inc. | COM | 37,619 | $156.5 萬 | 0.8% | +840+2.3% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 17,996 | $152.6 萬 | 0.8% | +2,541+16.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 29,245 | $151.8 萬 | 0.8% | +5,128+21.3% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 6,172 | $143.9 萬 | 0.8% | +663+12.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,595 | $133.8 萬 | 0.7% | −1,156−9.1% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 11,602 | $133.0 萬 | 0.7% | +514+4.6% | 加碼 | – |
| ATVIActivision Blizzard, Inc. | COM | 16,355 | $130.8 萬 | 0.7% | −150−0.9% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,502 | $121.9 萬 | 0.7% | +1,301+40.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 14,055 | $121.6 萬 | 0.7% | +215+1.6% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,011 | $115.5 萬 | 0.6% | +410+25.6% | 加碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 6,975 | $115.3 萬 | 0.6% | +1,862+36.4% | 加碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 832 | $107.9 萬 | 0.6% | +211+34.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,909 | $103.3 萬 | 0.6% | +486+34.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,715 | $96.4 萬 | 0.5% | +984+17.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 31,876 | $95.6 萬 | 0.5% | +2,117+7.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,576 | $93.1 萬 | 0.5% | +387+4.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,019 | $83.2 萬 | 0.4% | +1,016+101.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,152 | $82.3 萬 | 0.4% | −1,297−10.4% | 減碼 | – |
| LWLGLightwave Logic, Inc. | COM | 76,866 | $82.0 萬 | 0.4% | +76,866 | 新進 | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 106,676 | $73.4 萬 | 0.4% | +12,380+13.1% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 6,385 | $69.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 4,092 | $67.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 8,951 | $66.1 萬 | 0.4% | −1,059−10.6% | 減碼 | – |
| BALLBALL Corp | COM | 8,836 | $64.9 萬 | 0.3% | +2,691+43.8% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 6,901 | $63.2 萬 | 0.3% | −1,518−18.0% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,506 | $62.3 萬 | 0.3% | +400+36.2% | 加碼 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 16,161 | $60.9 萬 | 0.3% | +3,182+24.5% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,076 | $58.4 萬 | 0.3% | −103−2.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,366 | $58.4 萬 | 0.3% | −2,135−28.5% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 5,123 | $51.4 萬 | 0.3% | +255+5.2% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 1,071 | $51.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 5,662 | $49.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 3,672 | $48.5 萬 | 0.3% | −44−1.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,599 | $48.1 萬 | 0.3% | −100−5.9% | 減碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 76,000 | $48.0 萬 | 0.3% | +48,437+175.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,049 | $46.6 萬 | 0.3% | −44−2.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,975 | $45.8 萬 | 0.2% | +1,200+67.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,547 | $44.5 萬 | 0.2% | −127−4.7% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 12,760 | $44.4 萬 | 0.2% | +4,320+51.2% | 加碼依 10 比 1 拆股換算 | 歷史 |
| ORealty Income Corp | REIT | 5,494 | $40.7 萬 | 0.2% | +2,051+59.6% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,312 | $40.4 萬 | 0.2% | −30−0.9% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 11,682 | $39.1 萬 | 0.2% | −1,638−12.3% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,001 | $38.9 萬 | 0.2% | +3,163+65.4% | 加碼 | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 11,119 | $38.4 萬 | 0.2% | −363−3.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,084 | $37.2 萬 | 0.2% | −425−28.2% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 4,372 | $37.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCYMercury General Corp | COM | 8,752 | $36.7 萬 | 0.2% | +2,897+49.5% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 20,067 | $36.1 萬 | 0.2% | +8,187+68.9% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 8,085 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,000 | $34.4 萬 | 0.2% | −100−4.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 2,155 | $34.3 萬 | 0.2% | +18+0.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 8,380 | $34.1 萬 | 0.2% | −288−3.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,836 | $33.3 萬 | 0.2% | −251−12.0% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,031 | $32.2 萬 | 0.2% | −45−1.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 357 | $31.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,959 | $30.2 萬 | 0.2% | −60−1.0% | 減碼 | – |
| CVSCVS Health Corp | Stock | 3,122 | $29.9 萬 | 0.2% | −34−1.1% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,974 | $29.0 萬 | 0.2% | −146−4.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,647 | $28.8 萬 | 0.2% | −2,700−62.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,371 | $28.6 萬 | 0.2% | +3,371 | 新進 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,986 | $28.5 萬 | 0.2% | −82−4.0% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 4,343 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 864 | $26.5 萬 | 0.1% | −466−35.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,365 | $26.1 萬 | 0.1% | −218−13.8% | 減碼 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 3,559 | $26.1 萬 | 0.1% | +3,559 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,779 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 591 | $24.5 萬 | 0.1% | +107+22.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,734 | $24.0 萬 | 0.1% | −66−3.7% | 減碼 | – |
| PFEPfizer Inc | Stock | 4,658 | $23.5 萬 | 0.1% | +196+4.4% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（12 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 3,101 | $62.5 萬 | 0.4% | – |
| iShares Russell Midcap ETF464287499 | ETF | 7,858 | $61.2 萬 | 0.3% | – |
| METAMeta Platforms, Inc. | Stock | 1,946 | $42.3 萬 | 0.2% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,964 | $33.4 萬 | 0.2% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,239 | $32.8 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,454 | $27.8 萬 | 0.2% | 歷史 |
| NFLXNetflix Inc | Stock | 793 | $27.6 萬 | 0.2% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,672 | $25.1 萬 | 0.1% | – |
| GSKGSK plc | SPONSORED ADR | 5,338 | $24.5 萬 | 0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,101 | $21.3 萬 | 0.1% | 歷史 |
| SLBSLB Limited | Stock | 4,758 | $20.7 萬 | 0.1% | 歷史 |
| MTWManitowoc Co Inc | COM NEW | 13,215 | $18.4 萬 | 0.1% | 歷史 |