Significant Wealth Partners LLC
- SEC CIK
- 0001964680
- 最新申報
- 2026/7/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 84
- 較 2024 年第 3 季 +4
- 總值
- $1.93 億
- 較 2024 年第 3 季 −$1.40 萬 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Listed FD Tr53656G365 | TRUESHARES ACTIV | 6,373,479 | $1.53 億 | 79.1% | +318,442+5.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,938 | $348.0 萬 | 1.8% | +2,546+75.1% | 加碼 | 歷史 |
| ADArray Digital Infrastructure, Inc. | COM | 46,182 | $289.7 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 5,767 | $211.1 萬 | 1.1% | +269+4.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 7,045 | $125.2 萬 | 0.6% | −813−10.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,561 | $122.0 萬 | 0.6% | +1,771+46.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,087 | $108.6 萬 | 0.6% | +703+9.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,329 | $108.4 萬 | 0.6% | +28+0.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,655 | $89.2 萬 | 0.5% | +99+6.4% | 加碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 5,245 | $88.5 萬 | 0.5% | −8,269−61.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,602 | $81.9 萬 | 0.4% | +137+9.4% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 3,288 | $73.6 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,727 | $69.8 萬 | 0.4% | −431−5.3% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 26,688 | $68.2 萬 | 0.4% | +8,857+49.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,999 | $67.9 萬 | 0.4% | +985+19.6% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 8,108 | $64.2 萬 | 0.3% | +8,108 | 新進 | – |
| GISGeneral Mills Inc | Stock | 9,846 | $62.8 萬 | 0.3% | +3,264+49.6% | 加碼 | 歷史 |
| ProShares Tr74347X823 | ULTRPRO DOW30 | 6,113 | $57.8 萬 | 0.3% | +6,113 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,615 | $57.8 萬 | 0.3% | +756+40.7% | 加碼 | – |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 13,106 | $54.9 萬 | 0.3% | +13,106 | 新進 | – |
| IVTInvenTrust Properties Corp. | COM NEW | 18,107 | $54.6 萬 | 0.3% | +18,107 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 5,844 | $54.0 萬 | 0.3% | −214−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,839 | $53.3 萬 | 0.3% | +1,839 | 新進 | – |
| HSYHershey Co | COM | 3,013 | $51.0 萬 | 0.3% | +1,660+122.7% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 3,116 | $50.6 萬 | 0.3% | −579−15.7% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 7,077 | $48.9 萬 | 0.3% | +3,897+122.5% | 加碼 | 歷史 |
| KRKroger Co | Stock | 7,699 | $47.1 萬 | 0.2% | +1,219+18.8% | 加碼 | 歷史 |
| KKellanova | Stock | 5,457 | $44.2 萬 | 0.2% | −3,109−36.3% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 7,642 | $43.4 萬 | 0.2% | +3,083+67.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,021 | $43.0 萬 | 0.2% | −487−32.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,966 | $42.7 萬 | 0.2% | −2,859−41.9% | 減碼 | 歷史 |
| ASLEAerSale Corp | COM | 65,758 | $41.4 萬 | 0.2% | +65,758 | 新進 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 8,202 | $39.5 萬 | 0.2% | +8,202 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 10,449 | $39.3 萬 | 0.2% | +49+0.5% | 加碼 | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 4,022 | $38.9 萬 | 0.2% | +4,022 | 新進 | 歷史 |
| IMKTAIngles Markets Inc | CL A | 6,021 | $38.8 萬 | 0.2% | +6,021 | 新進 | 歷史 |
| CPBCAMPBELL'S Co | COM | 9,171 | $38.4 萬 | 0.2% | +209+2.3% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 4,295 | $38.3 萬 | 0.2% | +132+3.2% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 10,905 | $38.1 萬 | 0.2% | +10,905 | 新進 | 歷史 |
| SPTNSpartanNash Co | COM | 19,360 | $35.5 萬 | 0.2% | +19,360 | 新進 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 3,311 | $35.0 萬 | 0.2% | +3,311 | 新進 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 9,762 | $33.8 萬 | 0.2% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 4,881 | $33.0 萬 | 0.2% | +4,881 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,452 | $32.1 萬 | 0.2% | −622−20.2% | 減碼 | 歷史 |
| MODModine Manufacturing Co | COM | 2,663 | $30.9 萬 | 0.2% | +2,663 | 新進 | 歷史 |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 4,444 | $30.6 萬 | 0.2% | +13+0.3% | 加碼 | – |
| CLWClearwater Paper Corp | COM | 10,192 | $30.3 萬 | 0.2% | +10,192 | 新進 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 9,214 | $29.6 萬 | 0.2% | +9,214 | 新進 | 歷史 |
| SPOKSpok Holdings, Inc | COM | 18,399 | $29.5 萬 | 0.2% | +18,399 | 新進 | 歷史 |
| SBRSabine Royalty Trust | UNIT BEN INT | 4,449 | $28.8 萬 | 0.1% | +4,449 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 632 | $28.6 萬 | 0.1% | +50+8.6% | 加碼 | 歷史 |
| CNXCNX Resources Corp | COM | 7,770 | $28.5 萬 | 0.1% | +7,770 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 483 | $28.4 萬 | 0.1% | +483 | 新進 | – |
| PCARPaccar Inc | COM | 2,722 | $28.3 萬 | 0.1% | +2,722 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,162 | $27.8 萬 | 0.1% | +8+0.7% | 加碼 | 歷史 |
| PDFSPDF Solutions Inc | COM | 10,006 | $27.1 萬 | 0.1% | +10,006 | 新進 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 6,842 | $27.1 萬 | 0.1% | +6,842 | 新進 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 1,587 | $26.7 萬 | 0.1% | +1,587 | 新進 | 歷史 |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 7,135 | $26.5 萬 | 0.1% | +7,135 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,169 | $26.2 萬 | 0.1% | +267+14.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 648 | $26.2 萬 | 0.1% | −139−17.7% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 4,611 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 821 | $23.8 萬 | 0.1% | −1,514−64.8% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 1,852 | $23.5 萬 | 0.1% | +1,852 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 3,769 | $23.5 萬 | 0.1% | +3,769 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 3,214 | $23.0 萬 | 0.1% | −710−18.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 609 | $22.1 萬 | 0.1% | +609 | 新進 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 2,470 | $22.1 萬 | 0.1% | +2,470 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 245 | $21.8 萬 | 0.1% | +245 | 新進 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 5,397 | $21.7 萬 | 0.1% | +5,397 | 新進 | 歷史 |
| HCCWarrior Met Coal, Inc. | COM | 3,956 | $21.5 萬 | 0.1% | +3,956 | 新進 | 歷史 |
| STRAStrategic Education, Inc. | COM | 2,293 | $21.4 萬 | 0.1% | +2,293 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 7,992 | $21.2 萬 | 0.1% | +7,992 | 新進 | 歷史 |
| GNEGenie Energy Ltd. | CL B | 12,993 | $20.3 萬 | 0.1% | +12,993 | 新進 | 歷史 |
| WRBBerkley W R Corp | COM | 3,459 | $20.2 萬 | 0.1% | +3,459 | 新進 | 歷史 |
| SIGASiga Technologies Inc | COM | 28,217 | $17.0 萬 | 0.1% | +28,217 | 新進 | 歷史 |
| LQDALiquidia Corp | COM NEW | 12,616 | $14.8 萬 | 0.1% | +12,616 | 新進 | 歷史 |
| NGNovagold Resources Inc | COM NEW | 31,876 | $10.6 萬 | 0.1% | +31,876 | 新進 | 歷史 |
| OSUROrasure Technologies Inc | COM | 22,411 | $8.09 萬 | <0.1% | +22,411 | 新進 | 歷史 |
| ARKOARKO Corp. | COM | 10,078 | $6.64 萬 | <0.1% | +10,078 | 新進 | 歷史 |
| VVRInvesco Senior Income Trust | COM | 11,145 | $4.40 萬 | <0.1% | +11,145 | 新進 | 歷史 |
| NATNordic American Tankers Ltd | COM | 16,036 | $4.01 萬 | <0.1% | +16,036 | 新進 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 10,805 | $3.78 萬 | <0.1% | +10,805 | 新進 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 34,313 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（40 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 3,085 | $77.0 萬 | 0.4% | 歷史 |
| PGRProgressive Corp | Stock | 2,478 | $62.9 萬 | 0.3% | 歷史 |
| TSCOTractor Supply Co | COM | 1,903 | $55.4 萬 | 0.3% | 歷史 |
| LLYEli Lilly & Co | Stock | 621 | $55.0 萬 | 0.3% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 6,469 | $50.4 萬 | 0.3% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 934 | $49.3 萬 | 0.3% | 歷史 |
| SOSouthern Co | Stock | 5,467 | $49.3 萬 | 0.3% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,971 | $45.1 萬 | 0.2% | 歷史 |
| CAHCardinal Health Inc | Stock | 4,064 | $44.9 萬 | 0.2% | 歷史 |
| PEPPepsiCo Inc | Stock | 2,511 | $42.7 萬 | 0.2% | 歷史 |
| HUMHumana Inc | Stock | 1,325 | $42.0 萬 | 0.2% | 歷史 |
| VZVerizon Communications Inc | Stock | 9,265 | $41.6 萬 | 0.2% | 歷史 |
| HRLHormel Foods Corp | COM | 12,885 | $40.8 萬 | 0.2% | 歷史 |
| CLColgate Palmolive Co | Stock | 3,671 | $38.1 萬 | 0.2% | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 5,469 | $35.4 萬 | 0.2% | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 25,921 | $34.9 萬 | 0.2% | 歷史 |
| ATOAtmos Energy Corp | COM | 2,456 | $34.1 萬 | 0.2% | 歷史 |
| DGDollar General Corp | COM | 3,911 | $33.1 萬 | 0.2% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 367 | $32.5 萬 | 0.2% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,141 | $30.9 萬 | 0.2% | 歷史 |
| SJMJ M SMUCKER Co | Stock | 2,415 | $29.3 萬 | 0.2% | 歷史 |
| PGProcter & Gamble Co | Stock | 1,668 | $28.9 萬 | 0.1% | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,528 | $26.4 萬 | 0.1% | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,284 | $26.3 萬 | 0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 488 | $24.1 萬 | 0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 508 | $23.6 萬 | 0.1% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,183 | $23.5 萬 | 0.1% | 歷史 |
| ORCLOracle Corp | Stock | 1,377 | $23.5 萬 | 0.1% | 歷史 |
| MNSTMonster Beverage Corp | COM | 4,479 | $23.4 萬 | 0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,126 | $23.2 萬 | 0.1% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,365 | $22.7 萬 | 0.1% | 歷史 |
| ROLRollins Inc | COM | 4,407 | $22.3 萬 | 0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 379 | $22.2 萬 | 0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 4,053 | $21.7 萬 | 0.1% | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 832 | $21.3 萬 | 0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 582 | $20.1 萬 | 0.1% | 歷史 |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 10,589 | $3.14 萬 | <0.1% | 歷史 |
| FRSXForesight Autonomous Holdings Ltd. | SPONSORED ADR | 10,501 | $7,455 | <0.1% | 歷史 |
| MNTSMomentus Inc. | CL A NEW | 16,306 | $7,202 | <0.1% | 歷史 |
| HTOOFusion Fuel Green PLC | CL A | 10,425 | $5,348 | <0.1% | 歷史 |