Stapp Wealth Management, PLLC
- SEC CIK
- 0001954085
- 最新申報
- 2026/7/21
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/21 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 24
- 較 2024 年第 2 季 +2
- 總值
- $6,195 萬
- 較 2024 年第 2 季 +$425.3 萬 (+7.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 331,952 | $1,667 萬 | 26.9% | +12,538+3.9% | 加碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 167,774 | $694.6 萬 | 11.2% | +530+0.3% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 230,412 | $579.0 萬 | 9.3% | −2,696−1.2% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 108,749 | $566.9 萬 | 9.2% | −1,880−1.7% | 減碼 | 歷史 |
| Blueprint Chesapk MLT88636J873 | TFPN | 188,648 | $467.8 萬 | 7.6% | +3,318+1.8% | 加碼 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 246,193 | $353.8 萬 | 5.7% | +1,005+0.4% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 53,101 | $307.1 萬 | 5.0% | +1,840+3.6% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 26,810 | $294.7 萬 | 4.8% | −438−1.6% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 18,701 | $271.9 萬 | 4.4% | −446−2.3% | 減碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 14,673 | $255.4 萬 | 4.1% | +581+4.1% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 10,375 | $226.7 萬 | 3.7% | +366+3.7% | 加碼 | – |
| OXYOccidental Petroleum Corp | Stock | 21,906 | $112.9 萬 | 1.8% | +901+4.3% | 加碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 5,757 | $90.6 萬 | 1.5% | −15−0.3% | 減碼 | – |
| SLViShares Silver Trust | ETF | 19,230 | $54.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 3,814 | $38.0 萬 | 0.6% | +29+0.8% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,275 | $35.5 萬 | 0.6% | 00.0% | 不變 | – |
| AGIAlamos Gold Inc | Stock | 17,191 | $34.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 3,720 | $30.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 681 | $29.3 萬 | 0.5% | +5+0.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 259 | $23.0 萬 | 0.4% | +5+2.0% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,295 | $23.0 萬 | 0.4% | +4,295 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,335 | $22.7 萬 | 0.4% | +1,335 | 新進 | 歷史 |
| IAUXi-80 Gold Corp. | COM | 91,740 | $10.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| New Gold Inc Cda644535106 | COM | 19,105 | $5.50 萬 | 0.1% | 00.0% | 不變 | – |