Spahn Wealth & Retirement LLC
- SEC CIK
- 0001949033
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31,2025/2/12 申報。只含多頭部位。
- 持股檔數
- 31
- 2024 年第 3 季沒有申報
- 總值
- $1.52 億
- 2024 年第 3 季沒有申報
Spahn Wealth & Retirement LLC 沒有申報 2024 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 |
|---|---|---|---|---|---|---|---|
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 250,347 | $2,675 萬 | 17.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 68,358 | $1,510 萬 | 9.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 97,645 | $1,311 萬 | 8.6% | – | – | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 13,756 | $817.5 萬 | 5.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 19,351 | $781.5 萬 | 5.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 97,682 | $738.8 萬 | 4.8% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 35,523 | $676.5 萬 | 4.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 25,594 | $640.9 萬 | 4.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 27,835 | $610.7 萬 | 4.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,814 | $574.6 萬 | 3.8% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 31,505 | $573.3 萬 | 3.8% | – | – | 歷史 |
| CCJCameco Corp | Stock | 110,563 | $568.2 萬 | 3.7% | – | – | 歷史 |
| ANETArista Networks, Inc. | Stock | 48,501 | $536.1 萬 | 3.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,117 | $468.6 萬 | 3.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 8,320 | $434.3 萬 | 2.8% | – | – | 歷史 |
| CCitigroup Inc | Stock | 56,391 | $396.9 萬 | 2.6% | – | – | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 64,128 | $340.2 萬 | 2.2% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 36,881 | $322.1 萬 | 2.1% | – | – | – |
| CMGChipotle Mexican Grill Inc | COM | 53,406 | $322.0 萬 | 2.1% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 9,904 | $297.6 萬 | 2.0% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,058 | $196.8 萬 | 1.3% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 7,013 | $74.6 萬 | 0.5% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 11,810 | $67.9 萬 | 0.4% | – | – | – |
| BKNGBooking Holdings Inc. | Stock | 119 | $59.1 萬 | 0.4% | – | – | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,400 | $45.7 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,500 | $44.5 萬 | 0.3% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 795 | $42.3 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,098 | $37.0 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 664 | $30.1 萬 | 0.2% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,700 | $28.1 萬 | 0.2% | – | – | 歷史 |
| LENLennar Corp | CL A | 1,900 | $25.9 萬 | 0.2% | – | – | 歷史 |