Significant Wealth Partners LLC
- SEC CIK
- 0001964680
- 最新申報
- 2026/7/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/30 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 92
- 較 2024 年第 4 季 +8
- 總值
- $1.95 億
- 較 2024 年第 4 季 +$196.5 萬 (+1.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Listed FD Tr53656G365 | TRUESHARES ACTIV | 6,440,432 | $1.49 億 | 76.3% | +66,953+1.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,329 | $465.9 萬 | 2.4% | +2,391+40.3% | 加碼 | 歷史 |
| ADArray Digital Infrastructure, Inc. | COM | 46,182 | $319.3 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 6,048 | $202.3 萬 | 1.0% | +281+4.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 6,994 | $146.5 萬 | 0.8% | −51−0.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,103 | $135.1 萬 | 0.7% | +1,542+27.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,688 | $126.1 萬 | 0.6% | +1,086+67.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,976 | $101.5 萬 | 0.5% | +321+19.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,338 | $96.4 萬 | 0.5% | +9+0.2% | 加碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 29,367 | $84.9 萬 | 0.4% | +2,679+10.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,783 | $84.4 萬 | 0.4% | −304−3.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,045 | $80.2 萬 | 0.4% | +46+0.8% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 6,460 | $72.4 萬 | 0.4% | +616+10.5% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 5,085 | $71.4 萬 | 0.4% | −160−3.1% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 11,580 | $69.2 萬 | 0.4% | +1,734+17.6% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 3,277 | $66.1 萬 | 0.3% | −11−0.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,357 | $64.6 萬 | 0.3% | −370−4.8% | 減碼 | 歷史 |
| ProShares Tr74347X823 | ULTRPRO DOW30 | 7,232 | $63.5 萬 | 0.3% | +1,119+18.3% | 加碼 | – |
| IVTInvenTrust Properties Corp. | COM NEW | 21,487 | $63.1 萬 | 0.3% | +3,380+18.7% | 加碼 | 歷史 |
| HSYHershey Co | COM | 3,606 | $61.7 萬 | 0.3% | +593+19.7% | 加碼 | 歷史 |
| KRKroger Co | Stock | 8,647 | $58.5 萬 | 0.3% | +948+12.3% | 加碼 | 歷史 |
| ASLEAerSale Corp | COM | 74,677 | $55.9 萬 | 0.3% | +8,919+13.6% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 9,568 | $54.8 萬 | 0.3% | +1,460+18.0% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 4,804 | $53.1 萬 | 0.3% | +509+11.9% | 加碼 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 3,828 | $52.5 萬 | 0.3% | +517+15.6% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 9,715 | $50.6 萬 | 0.3% | +1,513+18.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,818 | $50.0 萬 | 0.3% | −21−1.1% | 減碼 | – |
| MMSIMerit Medical Systems Inc | COM | 4,727 | $50.0 萬 | 0.3% | +705+17.5% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 3,393 | $50.0 萬 | 0.3% | +277+8.9% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 17,025 | $49.8 萬 | 0.3% | +3,919+29.9% | 加碼 | – |
| INCYIncyte Corp | COM | 8,091 | $49.0 萬 | 0.3% | +1,014+14.3% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 10,185 | $48.5 萬 | 0.2% | +2,543+33.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,423 | $48.3 萬 | 0.2% | −192−7.3% | 減碼 | – |
| EXCExelon Corp | Stock | 10,379 | $47.8 萬 | 0.2% | −70−0.7% | 減碼 | 歷史 |
| SPTNSpartanNash Co | COM | 23,521 | $47.7 萬 | 0.2% | +4,161+21.5% | 加碼 | 歷史 |
| IMKTAIngles Markets Inc | CL A | 7,186 | $46.8 萬 | 0.2% | +1,165+19.3% | 加碼 | 歷史 |
| KKellanova | Stock | 5,672 | $46.8 萬 | 0.2% | +215+3.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,753 | $44.6 萬 | 0.2% | −213−5.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 764 | $42.9 萬 | 0.2% | +281+58.2% | 加碼 | – |
| CPBCAMPBELL'S Co | COM | 10,517 | $42.0 萬 | 0.2% | +1,346+14.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,100 | $41.3 萬 | 0.2% | +79+7.7% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 13,605 | $41.0 萬 | 0.2% | +2,700+24.8% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 5,714 | $40.5 萬 | 0.2% | +833+17.1% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,713 | $38.6 萬 | 0.2% | +261+10.6% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 11,220 | $38.4 萬 | 0.2% | +2,006+21.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 712 | $37.9 萬 | 0.2% | +80+12.7% | 加碼 | 歷史 |
| SPOKSpok Holdings, Inc | COM | 22,167 | $36.4 萬 | 0.2% | +3,768+20.5% | 加碼 | 歷史 |
| SBRSabine Royalty Trust | UNIT BEN INT | 5,209 | $35.1 萬 | 0.2% | +760+17.1% | 加碼 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 8,141 | $34.8 萬 | 0.2% | +1,299+19.0% | 加碼 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 2,904 | $33.1 萬 | 0.2% | +434+17.6% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 2,124 | $32.4 萬 | 0.2% | +272+14.7% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 9,762 | $32.2 萬 | 0.2% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 4,486 | $32.1 萬 | 0.2% | +717+19.0% | 加碼 | 歷史 |
| CNXCNX Resources Corp | COM | 9,798 | $30.8 萬 | 0.2% | +2,028+26.1% | 加碼 | 歷史 |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 4,460 | $30.6 萬 | 0.2% | +16+0.4% | 加碼 | – |
| PCARPaccar Inc | COM | 3,118 | $30.4 萬 | 0.2% | +396+14.5% | 加碼 | 歷史 |
| CLWClearwater Paper Corp | COM | 11,953 | $30.3 萬 | 0.2% | +1,761+17.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 520 | $30.0 萬 | 0.2% | +520 | 新進 | 歷史 |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 10,215 | $29.6 萬 | 0.2% | +3,080+43.2% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 4,114 | $29.3 萬 | 0.2% | +655+18.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,164 | $28.6 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| MODModine Manufacturing Co | COM | 3,585 | $27.5 萬 | 0.1% | +922+34.6% | 加碼 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 1,644 | $26.9 萬 | 0.1% | +1,644 | 新進 | 歷史 |
| PDFSPDF Solutions Inc | COM | 12,596 | $24.1 萬 | 0.1% | +2,590+25.9% | 加碼 | 歷史 |
| HCCWarrior Met Coal, Inc. | COM | 5,005 | $23.9 萬 | 0.1% | +1,049+26.5% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 4,611 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| GNEGenie Energy Ltd. | CL B | 15,668 | $23.6 萬 | 0.1% | +2,675+20.6% | 加碼 | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 19,303 | $23.0 萬 | 0.1% | +19,303 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,440 | $22.9 萬 | 0.1% | +1,440 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 245 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 3,216 | $22.8 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| STRAStrategic Education, Inc. | COM | 2,689 | $22.6 萬 | 0.1% | +396+17.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 711 | $22.2 萬 | 0.1% | −110−13.4% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,148 | $22.1 萬 | 0.1% | −21−1.0% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 1,926 | $21.8 萬 | 0.1% | +339+21.4% | 加碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 8,993 | $21.7 萬 | 0.1% | +3,596+66.6% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,650 | $21.5 萬 | 0.1% | +3,650 | 新進 | 歷史 |
| LQDALiquidia Corp | COM NEW | 14,396 | $21.2 萬 | 0.1% | +1,780+14.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 8,349 | $21.2 萬 | 0.1% | +357+4.5% | 加碼 | 歷史 |
| MZTIMarzetti Co | COM | 1,166 | $20.4 萬 | 0.1% | +1,166 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,582 | $20.4 萬 | 0.1% | +1,582 | 新進 | – |
| SIGASiga Technologies Inc | COM | 34,269 | $18.8 萬 | 0.1% | +6,052+21.4% | 加碼 | 歷史 |
| RCMTRCM Technologies, Inc. | COM NEW | 10,262 | $16.0 萬 | 0.1% | +10,262 | 新進 | 歷史 |
| NRCNRC Health | COM NEW | 10,196 | $13.1 萬 | 0.1% | +10,196 | 新進 | 歷史 |
| NGNovagold Resources Inc | COM NEW | 38,546 | $11.3 萬 | 0.1% | +6,670+20.9% | 加碼 | 歷史 |
| OSUROrasure Technologies Inc | COM | 27,067 | $9.12 萬 | <0.1% | +4,656+20.8% | 加碼 | 歷史 |
| LSEALandsea Homes Corp | COM | 10,451 | $6.71 萬 | <0.1% | +10,451 | 新進 | 歷史 |
| VVRInvesco Senior Income Trust | COM | 17,572 | $6.59 萬 | <0.1% | +6,427+57.7% | 加碼 | 歷史 |
| NATNordic American Tankers Ltd | COM | 24,829 | $6.11 萬 | <0.1% | +8,793+54.8% | 加碼 | 歷史 |
| ARKOARKO Corp. | COM | 12,148 | $4.80 萬 | <0.1% | +2,070+20.5% | 加碼 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 13,771 | $3.10 萬 | <0.1% | +2,966+27.5% | 加碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 32,969 | $1.48 萬 | <0.1% | −1,344−3.9% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（2 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。