Mindset Wealth Management, LLC
- SEC CIK
- 0002044232
- 最新申報
- 2026/8/4
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位。
- 持股檔數
- 128
- 2024 年第 2 季沒有申報
- 總值
- $2.42 億
- 2024 年第 2 季沒有申報
Mindset Wealth Management, LLC 沒有申報 2024 年第 2 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 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 880,461 | $1.07 億 | 44.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 226,901 | $5,287 萬 | 21.8% | – | – | 歷史 |
| CMECME Group Inc. | COM | 33,118 | $730.7 萬 | 3.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,785 | $499.1 萬 | 2.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 9,105 | $246.9 萬 | 1.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,078 | $233.5 萬 | 1.0% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,322 | $221.0 萬 | 0.9% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,598 | $182.8 萬 | 0.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,134 | $177.9 萬 | 0.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 6,404 | $176.1 萬 | 0.7% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 36,846 | $157.6 萬 | 0.7% | – | – | 歷史 |
| OKEONEOK Inc | COM | 16,008 | $145.9 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,754 | $126.8 萬 | 0.5% | – | – | 歷史 |
| FNBFNB Corp | COM | 86,929 | $122.7 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,002 | $118.5 萬 | 0.5% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,212 | $107.4 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 6,170 | $105.1 萬 | 0.4% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,103 | $100.1 萬 | 0.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,703 | $99.6 萬 | 0.4% | – | – | 歷史 |
| RTXRTX Corp | Stock | 7,884 | $95.5 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,148 | $92.5 萬 | 0.4% | – | – | 歷史 |
| IRMIron Mountain Inc | COM | 7,561 | $89.8 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,493 | $87.3 萬 | 0.4% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 1,124 | $87.0 萬 | 0.4% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 7,750 | $80.8 萬 | 0.3% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 6,924 | $75.8 萬 | 0.3% | – | – | 歷史 |
| GMEDGlobus Medical Inc | Stock | 10,515 | $75.2 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,499 | $75.2 萬 | 0.3% | – | – | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 51,785 | $74.5 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,837 | $74.2 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 7,010 | $70.6 萬 | 0.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,445 | $70.5 萬 | 0.3% | – | – | – |
| HUBBHubbell Inc | COM | 1,628 | $69.7 萬 | 0.3% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,081 | $68.3 萬 | 0.3% | – | – | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 17,973 | $67.4 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,644 | $66.6 萬 | 0.3% | – | – | 歷史 |
| CMICummins Inc | Stock | 2,041 | $66.1 萬 | 0.3% | – | – | 歷史 |
| TNKTeekay Tankers Ltd. | CL A | 11,192 | $65.2 萬 | 0.3% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,315 | $64.6 萬 | 0.3% | – | – | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 1,542 | $64.2 萬 | 0.3% | – | – | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 6,549 | $62.9 萬 | 0.3% | – | – | 歷史 |
| MAINMain Street Capital CORP | CEF | 12,079 | $60.6 萬 | 0.3% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 2,053 | $59.7 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,502 | $59.5 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,101 | $59.1 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,830 | $58.5 萬 | 0.2% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 5,225 | $57.3 萬 | 0.2% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,405 | $54.7 萬 | 0.2% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 600 | $53.7 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,591 | $52.9 萬 | 0.2% | – | – | 歷史 |
| INGRIngredion Inc | COM | 3,832 | $52.7 萬 | 0.2% | – | – | 歷史 |
| ESEversource Energy | Stock | 7,670 | $52.2 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,055 | $52.1 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 587 | $52.0 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,508 | $51.8 萬 | 0.2% | – | – | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 2,000 | $49.9 萬 | 0.2% | – | – | 歷史 |
| KRKroger Co | Stock | 8,700 | $49.9 萬 | 0.2% | – | – | 歷史 |
| CICigna Group | Stock | 1,432 | $49.6 萬 | 0.2% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,636 | $49.4 萬 | 0.2% | – | – | 歷史 |
| ANETArista Networks, Inc. | COM | 1,270 | $48.7 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 12,108 | $48.0 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,100 | $46.4 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 883 | $45.7 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,154 | $45.4 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,196 | $44.4 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,118 | $43.7 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,797 | $43.6 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 4,833 | $43.6 萬 | 0.2% | – | – | – |
| CMGChipotle Mexican Grill Inc | COM | 7,550 | $43.5 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 18,410 | $43.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,328 | $42.8 萬 | 0.2% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 407 | $42.3 萬 | 0.2% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,917 | $41.2 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,430 | $40.2 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 555 | $39.4 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 4,012 | $38.6 萬 | 0.2% | – | – | 歷史 |
| LENLennar Corp | CL A | 2,042 | $38.3 萬 | 0.2% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 2,889 | $38.3 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 7,491 | $38.2 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,317 | $38.2 萬 | 0.2% | – | – | 歷史 |
| GLWCorning Inc | COM | 8,240 | $37.2 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 4,069 | $36.7 萬 | 0.2% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,256 | $35.2 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,249 | $34.2 萬 | 0.1% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 1,800 | $34.1 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,929 | $33.4 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,459 | $32.9 萬 | 0.1% | – | – | – |
| AMPAmeriprise Financial Inc | COM | 698 | $32.8 萬 | 0.1% | – | – | 歷史 |
| BHPBHP Group Ltd | ADR | 5,210 | $32.4 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,130 | $32.2 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,000 | $32.2 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 14,545 | $31.9 萬 | 0.1% | – | – | – |
| MUMicron Technology Inc | Stock | 2,966 | $30.8 萬 | 0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 855 | $29.2 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 13,188 | $29.0 萬 | 0.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 3,736 | $29.0 萬 | 0.1% | – | – | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 653 | $28.1 萬 | 0.1% | – | – | 歷史 |
| AEEAmeren Corp | COM | 3,165 | $27.7 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 889 | $27.1 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,225 | $26.9 萬 | 0.1% | – | – | 歷史 |