SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
- SEC CIK
- 0002016209
- 最新申報
- 2026/8/26
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位。
- 持股檔數
- 48
- 2024 年第 3 季沒有申報
- 總值
- $1.02 億
- 2024 年第 3 季沒有申報
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 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 Russell 2000 ETF464287655 | ETF | 125,682 | $2,777 萬 | 27.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 67,578 | $778.6 萬 | 7.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 51,096 | $686.2 萬 | 6.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,295 | $485.7 萬 | 4.8% | – | – | 歷史 |
| MSTRStrategy Inc | Stock | 15,202 | $440.3 萬 | 4.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 9,723 | $392.7 萬 | 3.9% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 49,515 | $374.5 萬 | 3.7% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 26,942 | $355.0 萬 | 3.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 12,965 | $284.4 萬 | 2.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 11,214 | $280.8 萬 | 2.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,614 | $254.4 萬 | 2.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,794 | $242.2 萬 | 2.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,628 | $237.2 萬 | 2.3% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,471 | $187.2 萬 | 1.8% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 9,786 | $178.1 萬 | 1.8% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,906 | $156.6 萬 | 1.5% | – | – | – |
| UBERUber Technologies, Inc | Stock | 22,872 | $138.0 萬 | 1.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,577 | $131.7 萬 | 1.3% | – | – | – |
| XYZBlock, Inc. | CL A | 14,505 | $123.3 萬 | 1.2% | – | – | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 4,559 | $109.2 萬 | 1.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,981 | $108.2 萬 | 1.1% | – | – | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 6,310 | $106.3 萬 | 1.0% | – | – | 歷史 |
| USLMUnited States Lime & Minerals Inc | COM | 7,994 | $106.1 萬 | 1.0% | – | – | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,766 | $105.0 萬 | 1.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,196 | $99.5 萬 | 1.0% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,608 | $94.0 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 8,600 | $88.9 萬 | 0.9% | – | – | – |
| IESCIES Holdings, Inc. | COM | 4,289 | $86.2 萬 | 0.8% | – | – | 歷史 |
| ANETArista Networks, Inc. | Stock | 6,484 | $71.7 萬 | 0.7% | – | – | 歷史 |
| SOSouthern Co | Stock | 8,528 | $70.2 萬 | 0.7% | – | – | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 6,123 | $69.6 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,957 | $50.9 萬 | 0.5% | – | – | – |
| NEENextera Energy Inc | Stock | 6,678 | $47.9 萬 | 0.5% | – | – | 歷史 |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 9,409 | $39.4 萬 | 0.4% | – | – | – |
| Tidal Tr II88636J154 | DEFIANCE NASDAQ | 12,653 | $39.0 萬 | 0.4% | – | – | – |
| Roundhill ETF Trust77926X825 | COM | 9,138 | $37.8 萬 | 0.4% | – | – | – |
| TDGTransDigm Group INC | COM | 289 | $36.6 萬 | 0.4% | – | – | 歷史 |
| ETF Opportunities Trust26923N462 | T REX 2X LONG MS | 47,725 | $36.3 萬 | 0.4% | – | – | – |
| CRFCornerstone Total Return Fund Inc | COM | 37,569 | $32.6 萬 | 0.3% | – | – | 歷史 |
| Yieldmax MSTR Option Income Strategy ETF88634T493 | ETF | 12,344 | $32.5 萬 | 0.3% | – | – | – |
| CLMCornerstone Strategic Investment Fund, Inc. | COM | 37,567 | $32.3 萬 | 0.3% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 581 | $28.9 萬 | 0.3% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 543 | $28.3 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 452 | $26.5 萬 | 0.3% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,230 | $24.0 萬 | 0.2% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 4,150 | $22.5 萬 | 0.2% | – | – | 歷史 |
| Roundhill ETF Trust77926X304 | INNOVATION 100 O | 5,542 | $22.2 萬 | 0.2% | – | – | – |
| Tidal ETF Tr88634T824 | II YIELDMAX COIN OP | 10,000 | $13.0 萬 | 0.1% | – | – | – |