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 |
|---|---|---|---|---|---|---|---|
| BBDCBarings BDC, Inc. | COM | 27,031 | $26.5 萬 | 0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 790 | $26.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 2,183 | $26.1 萬 | 0.1% | – | – | – |
| PGRProgressive Corp | Stock | 1,000 | $25.4 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,057 | $24.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,873 | $24.0 萬 | 0.1% | – | – | – |
| OMEROmeros Corp | COM | 60,125 | $23.9 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,258 | $23.7 萬 | 0.1% | – | – | 歷史 |
| HUMHumana Inc | Stock | 745 | $23.6 萬 | 0.1% | – | – | 歷史 |
| LPGDorian LPG Ltd. | SHS USD | 6,775 | $23.3 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,000 | $23.1 萬 | 0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 1,104 | $22.7 萬 | 0.1% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 438 | $22.2 萬 | 0.1% | – | – | 歷史 |
| SRTSSensus Healthcare, Inc. | COM | 38,100 | $22.1 萬 | 0.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 3,428 | $21.7 萬 | 0.1% | – | – | 歷史 |
| FIXComfort Systems USA Inc | COM | 525 | $20.5 萬 | 0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 5,912 | $20.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 719 | $20.4 萬 | 0.1% | – | – | – |
| SHOPShopify Inc. | Stock | 2,500 | $20.0 萬 | 0.1% | – | – | 歷史 |
| NRIMNorthrim Bancorp Inc | COM | 2,813 | $20.0 萬 | 0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 10,634 | $17.1 萬 | 0.1% | – | – | 歷史 |
| CDZICadiz Inc | COM NEW | 41,000 | $12.4 萬 | 0.1% | – | – | 歷史 |
| DHTDHT Holdings, Inc. | SHS NEW | 10,459 | $11.5 萬 | <0.1% | – | – | 歷史 |
| REIRing Energy, Inc. | COM | 67,400 | $10.8 萬 | <0.1% | – | – | 歷史 |
| EPSNEpsilon Energy Ltd. | COM | 11,030 | $6.46 萬 | <0.1% | – | – | 歷史 |
| CIFMFS Intermediate High Income Fund | SH BEN INT | 14,145 | $2.52 萬 | <0.1% | – | – | 歷史 |
| ASRTAssertio Holdings, Inc. | COM NEW | 20,817 | $2.46 萬 | <0.1% | – | – | 歷史 |
| CVMCel Sci Corp | COM PAR NEW | 10,200 | $1.08 萬 | <0.1% | – | – | 歷史 |