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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 212,550 | $5,394 萬 | 10.4% | +12,830+6.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 187,440 | $3,597 萬 | 6.9% | +30,963+19.8% | 加碼 | – |
| ALSNAllison Transmission Holdings Inc | Stock | 299,967 | $3,511 萬 | 6.7% | +12,682+4.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 121,178 | $3,485 萬 | 6.7% | +4,119+3.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 163,337 | $3,402 萬 | 6.5% | +9,257+6.0% | 加碼 | 歷史 |
| NRPNatural Resource Partners LP | COM UNIT LTD PAR | 235,184 | $2,846 萬 | 5.5% | +20,408+9.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 69,566 | $2,575 萬 | 4.9% | +6,693+10.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 49,570 | $2,375 萬 | 4.6% | +3,088+6.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 29,735 | $1,934 萬 | 3.7% | −1,501−4.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 55,351 | $1,673 萬 | 3.2% | +6,662+13.7% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 149,046 | $1,376 萬 | 2.6% | +22,607+17.9% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 4,068 | $1,374 萬 | 2.6% | +329+8.8% | 加碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 6,833 | $1,308 萬 | 2.5% | +690+11.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 14,656 | $1,240 萬 | 2.4% | +1,955+15.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 36,434 | $1,132 萬 | 2.2% | +4,828+15.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 8,451 | $1,116 萬 | 2.1% | +683+8.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 21,241 | $1,061 萬 | 2.0% | −4,174−16.4% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 32,270 | $937.4 萬 | 1.8% | +4,797+17.5% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 2,151 | $905.6 萬 | 1.7% | +554+34.7% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 8,173 | $872.5 萬 | 1.7% | +2,831+53.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,170 | $867.9 萬 | 1.7% | +5,077+50.3% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 6,710 | $846.3 萬 | 1.6% | +1,095+19.5% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 73,139 | $829.5 萬 | 1.6% | +31,478+75.6% | 加碼 | 歷史 |
| PBIPitney Bowes Inc | COM | 746,833 | $825.3 萬 | 1.6% | +156,904+26.6% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 42,397 | $619.6 萬 | 1.2% | +18,519+77.6% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 19,422 | $545.9 萬 | 1.0% | +1,200+6.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,456 | $409.1 萬 | 0.8% | +4,238+22.1% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 12,485 | $368.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,055 | $354.6 萬 | 0.7% | +4,787+65.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,773 | $333.2 萬 | 0.6% | +1,080+23.0% | 加碼 | – |
| CSGPCostar Group, Inc. | COM | 81,303 | $328.0 萬 | 0.6% | +20,634+34.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,517 | $273.0 萬 | 0.5% | +498+5.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,056 | $162.2 萬 | 0.3% | +369+7.9% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 1,805 | $157.6 萬 | 0.3% | +1,805 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 30,500 | $156.7 萬 | 0.3% | +30,500 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,288 | $132.7 萬 | 0.3% | +3,190+290.5% | 加碼 | 歷史 |
| DTIDrilling Tools International Corp | COM | 272,524 | $118.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 6,210 | $115.8 萬 | 0.2% | −6−0.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,902 | $113.8 萬 | 0.2% | −40−0.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,717 | $108.3 萬 | 0.2% | +720+9.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 11,178 | $107.5 萬 | 0.2% | +11,178 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 65,661 | $104.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MELIMercadolibre Inc | COM | 600 | $103.7 萬 | 0.2% | +600 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,373 | $102.3 萬 | 0.2% | +1,525+8.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,679 | $101.5 萬 | 0.2% | −7−0.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,577 | $96.8 萬 | 0.2% | −3,529−49.7% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,490 | $86.3 萬 | 0.2% | +6,267+120.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 854 | $85.1 萬 | 0.2% | −16−1.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,675 | $84.4 萬 | 0.2% | −14−0.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,389 | $83.0 萬 | 0.2% | +203+17.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,690 | $80.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,033 | $75.6 萬 | 0.1% | −54−2.6% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 5,402 | $66.3 萬 | 0.1% | +1,600+42.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 7,087 | $62.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,843 | $58.6 萬 | 0.1% | −28−1.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,017 | $57.3 萬 | 0.1% | −4,001−79.7% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,747 | $53.4 萬 | 0.1% | 00.0% | 不變 | – |
| SNEXStoneX Group Inc. | COM | 6,400 | $51.6 萬 | 0.1% | +2,722+74.0% | 加碼 | 歷史 |
| LWLGLightwave Logic, Inc. | COM | 72,895 | $51.2 萬 | 0.1% | −5,000−6.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,409 | $49.8 萬 | 0.1% | −66−2.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 646 | $45.8 萬 | 0.1% | +50+8.4% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,891 | $45.4 萬 | 0.1% | −1,679−22.2% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,293 | $45.0 萬 | 0.1% | 00.0% | 不變 | – |
| KLACKLA Corp | COM NEW | 303 | $44.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,274 | $41.9 萬 | 0.1% | −13−1.0% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,326 | $39.5 萬 | 0.1% | −5,131−60.7% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,877 | $36.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,544 | $34.7 萬 | 0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,128 | $34.1 萬 | 0.1% | +100+9.7% | 加碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,761 | $33.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,603 | $31.8 萬 | 0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 322 | $29.6 萬 | 0.1% | +322 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 987 | $28.9 萬 | 0.1% | −3,100−75.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,039 | $28.6 萬 | 0.1% | +34+0.7% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 3,376 | $26.9 萬 | 0.1% | +3,376 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,063 | $25.1 萬 | <0.1% | +197+22.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 824 | $24.3 萬 | <0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 2,650 | $23.7 萬 | <0.1% | +2,650 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,894 | $23.5 萬 | <0.1% | −80−4.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 800 | $23.0 萬 | <0.1% | +106+15.3% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 2,204 | $22.6 萬 | <0.1% | −186−7.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 513 | $21.9 萬 | <0.1% | +513 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,830 | $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。