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Solidarilty Wealth, LLC

SEC CIK
0001906613
最新申報
2026/7/31

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/4/29 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
83
較 2025 年第 4 季 +6
總值
$5.21 億
較 2025 年第 4 季 +$3,196 萬 (+6.5%)
申報日
2026/4/29
SEC
Solidarilty Wealth, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock212,550$5,394 萬10.4%+12,830+6.4%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT187,440$3,597 萬6.9%+30,963+19.8%加碼–
ALSNAllison Transmission Holdings IncStock299,967$3,511 萬6.7%+12,682+4.4%加碼歷史
GOOGLAlphabet Inc.Stock121,178$3,485 萬6.7%+4,119+3.5%加碼歷史
AMZNAmazon Com IncStock163,337$3,402 萬6.5%+9,257+6.0%加碼歷史
NRPNatural Resource Partners LPCOM UNIT LTD PAR235,184$2,846 萬5.5%+20,408+9.5%加碼歷史
MSFTMicrosoft CorpStock69,566$2,575 萬4.9%+6,693+10.6%加碼歷史
BRK.BBerkshire Hathaway IncStock49,570$2,375 萬4.6%+3,088+6.6%加碼歷史
SPYSPDR S&P 500 ETF TrustETF29,735$1,934 萬3.7%−1,501−4.8%減碼歷史
VVisa Inc.Stock55,351$1,673 萬3.2%+6,662+13.7%加碼歷史
ORLYO Reilly Automotive IncStock149,046$1,376 萬2.6%+22,607+17.9%加碼歷史
AZOAutoZone IncCOM4,068$1,374 萬2.6%+329+8.8%加碼歷史
MKLMarkel Group Inc.COM6,833$1,308 萬2.5%+690+11.2%加碼歷史
GSGoldman Sachs Group IncStock14,656$1,240 萬2.4%+1,955+15.4%加碼歷史
MCDMcDonalds CorpStock36,434$1,132 萬2.2%+4,828+15.3%加碼歷史
ASMLASML Holding NVADR8,451$1,116 萬2.1%+683+8.8%加碼歷史
MAMastercard IncStock21,241$1,061 萬2.0%−4,174−16.4%減碼歷史
APDAir Products & Chemicals, Inc.Stock32,270$937.4 萬1.8%+4,797+17.5%加碼歷史
BKNGBooking Holdings Inc.Stock2,151$905.6 萬1.7%+554+34.7%加碼歷史
FICOFair Isaac CorpCOM8,173$872.5 萬1.7%+2,831+53.0%加碼歷史
METAMeta Platforms, Inc.Stock15,170$867.9 萬1.7%+5,077+50.3%加碼歷史
MTDMettler Toledo International IncCOM6,710$846.3 萬1.6%+1,095+19.5%加碼歷史
CCitigroup IncStock73,139$829.5 萬1.6%+31,478+75.6%加碼歷史
PBIPitney Bowes IncCOM746,833$825.3 萬1.6%+156,904+26.6%加碼歷史
NRGNRG Energy, Inc.Stock42,397$619.6 萬1.2%+18,519+77.6%加碼歷史
CBOECboe Global Markets, Inc.COM19,422$545.9 萬1.0%+1,200+6.6%加碼歷史
NVDANVIDIA CorpStock23,456$409.1 萬0.8%+4,238+22.1%加碼歷史
CMECME Group Inc.COM12,485$368.7 萬0.7%00.0%不變歷史
JPMJPMorgan Chase & CoStock12,055$354.6 萬0.7%+4,787+65.9%加碼歷史
Invesco QQQ Trust Series I46090E103ETF5,773$333.2 萬0.6%+1,080+23.0%加碼–
CSGPCostar Group, Inc.COM81,303$328.0 萬0.6%+20,634+34.0%加碼歷史
GOOGAlphabet Inc.Stock9,517$273.0 萬0.5%+498+5.5%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF5,056$162.2 萬0.3%+369+7.9%加碼–
GEVGE Vernova Inc.Stock1,805$157.6 萬0.3%+1,805新進歷史
SLBSLB LimitedStock30,500$156.7 萬0.3%+30,500新進歷史
AVGOBroadcom Inc.Stock4,288$132.7 萬0.3%+3,190+290.5%加碼歷史
DTIDrilling Tools International CorpCOM272,524$118.0 萬0.2%00.0%不變歷史
SPGSimon Property Group Inc.REIT6,210$115.8 萬0.2%−6−0.1%減碼歷史
RTXRTX CorpStock5,902$113.8 萬0.2%−40−0.7%減碼歷史
WMTWalmart Inc.Stock8,717$108.3 萬0.2%+720+9.0%加碼歷史
NFLXNetflix IncStock11,178$107.5 萬0.2%+11,178新進歷史
SOFISoFi Technologies, Inc.Stock65,661$104.3 萬0.2%00.0%不變歷史
MELIMercadolibre IncCOM600$103.7 萬0.2%+600新進歷史
VZVerizon Communications IncStock20,373$102.3 萬0.2%+1,525+8.1%加碼歷史
LMTLockheed Martin CorpStock1,679$101.5 萬0.2%−7−0.4%減碼歷史
UNHUnitedHealth Group IncStock3,577$96.8 萬0.2%−3,529−49.7%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF11,490$86.3 萬0.2%+6,267+120.0%加碼–
COSTCostco Wholesale CorpStock854$85.1 萬0.2%−16−1.8%減碼歷史
WMWaste Management IncStock3,675$84.4 萬0.2%−14−0.4%減碼歷史
Vanguard S&P 500 ETF922908363ETF1,389$83.0 萬0.2%+203+17.1%加碼–
ABBVAbbVie Inc.Stock3,690$80.3 萬0.2%00.0%不變歷史
TSLATesla, Inc.Stock2,033$75.6 萬0.1%−54−2.6%減碼歷史
ANETArista Networks, Inc.Stock5,402$66.3 萬0.1%+1,600+42.1%加碼歷史
IAUiShares Gold TrustETF7,087$62.5 萬0.1%00.0%不變歷史
ADIAnalog Devices IncStock1,843$58.6 萬0.1%−28−1.5%減碼歷史
DEDeere & CoStock1,017$57.3 萬0.1%−4,001−79.7%減碼歷史
iShares Tr464287150CORE S&P TTL STK3,747$53.4 萬0.1%00.0%不變–
SNEXStoneX Group Inc.COM6,400$51.6 萬0.1%+2,722+74.0%加碼歷史
LWLGLightwave Logic, Inc.COM72,895$51.2 萬0.1%−5,000−6.4%減碼歷史
CVXChevron CorpStock2,409$49.8 萬0.1%−66−2.7%減碼歷史
CATCaterpillar IncStock646$45.8 萬0.1%+50+8.4%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F5,891$45.4 萬0.1%−1,679−22.2%減碼–
Vanguard Morningstar Value ETF922908744ETF2,293$45.0 萬0.1%00.0%不變–
KLACKLA CorpCOM NEW303$44.6 萬0.1%00.0%不變歷史
HDHome Depot, Inc.Stock1,274$41.9 萬0.1%−13−1.0%減碼歷史
SHOPShopify Inc.Stock3,326$39.5 萬0.1%−5,131−60.7%減碼歷史
KMIKinder Morgan, Inc.Stock10,877$36.5 萬0.1%00.0%不變歷史
Vanguard Consumer Staples ETF92204A207ETF1,544$34.7 萬0.1%00.0%不變–
AXPAmerican Express CoStock1,128$34.1 萬0.1%+100+9.7%加碼歷史
Vanguard Financials ETF92204A405ETF2,761$33.4 萬0.1%00.0%不變–
Vanguard Utilities ETF92204A876ETF1,603$31.8 萬0.1%00.0%不變–
LLYEli Lilly & CoStock322$29.6 萬0.1%+322新進歷史
ELVElevance Health, Inc.Stock987$28.9 萬0.1%−3,100−75.9%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM5,039$28.6 萬0.1%+34+0.7%加碼–
WFCWells Fargo & CompanyStock3,376$26.9 萬0.1%+3,376新進歷史
LOWLowes Companies IncStock1,063$25.1 萬<0.1%+197+22.7%加碼歷史
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX824$24.3 萬<0.1%00.0%不變–
SBUXStarbucks CorpStock2,650$23.7 萬<0.1%+2,650新進歷史
iShares Core S&P Small Cap ETF464287804ETF1,894$23.5 萬<0.1%−80−4.1%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF800$23.0 萬<0.1%+106+15.3%加碼–
ABTAbbott LaboratoriesStock2,204$22.6 萬<0.1%−186−7.8%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF513$21.9 萬<0.1%+513新進–
iShares S&P 500 Growth ETF464287309ETF1,830$20.7 萬<0.1%00.0%不變–

2025 年第 4 季之後清倉(2 檔)

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Solidarilty Wealth, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
TXNTexas Instruments IncStock6,632$115.1 萬0.2%歷史
INTUIntuit Inc.Stock388$25.7 萬0.1%歷史