Wright Wealth LLC
- SEC CIK
- 0002046147
- 最新申報
- 2026/7/29
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位。
- 持股檔數
- 61
- 2025 年第 3 季沒有申報
- 總值
- $1.53 億
- 2025 年第 3 季沒有申報
Wright Wealth LLC 沒有申報 2025 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 296,109 | $1,739 萬 | 11.3% | – | – | – |
| Tidal Trust II88636J204 | RET STCKD GL STK | 550,427 | $1,548 萬 | 10.1% | – | – | – |
| AAPLApple Inc. | Stock | 41,832 | $1,137 萬 | 7.4% | – | – | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 118,518 | $844.2 萬 | 5.5% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 165,620 | $819.2 萬 | 5.3% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 109,463 | $759.9 萬 | 5.0% | – | – | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 126,685 | $649.5 萬 | 4.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 102,480 | $640.2 萬 | 4.2% | – | – | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 291,065 | $615.6 萬 | 4.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 9,340 | $585.7 萬 | 3.8% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 57,104 | $582.4 萬 | 3.8% | – | – | – |
| NLYAnnaly Capital Management Inc | REIT | 232,809 | $520.6 萬 | 3.4% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 54,173 | $484.6 萬 | 3.2% | – | – | – |
| CCJCameco Corp | Stock | 46,011 | $421.0 萬 | 2.7% | – | – | 歷史 |
| Tidal Trust II88636J816 | RETURN STCKD US | 141,720 | $401.8 萬 | 2.6% | – | – | – |
| Tidal Tr II88636J345 | RETURN STACKED U | 183,326 | $352.0 萬 | 2.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 33,903 | $272.0 萬 | 1.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 8,291 | $260.2 萬 | 1.7% | – | – | 歷史 |
| Tidal Tr II88636J105 | RTN STACKED BD | 136,627 | $244.8 萬 | 1.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 5,600 | $175.3 萬 | 1.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,478 | $168.2 萬 | 1.1% | – | – | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 42,565 | $155.7 萬 | 1.0% | – | – | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 172,985 | $140.3 萬 | 0.9% | – | – | 歷史 |
| EMOClearBridge Energy Midstream Opportunity Fund Inc. | COM | 31,301 | $139.8 萬 | 0.9% | – | – | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 23,367 | $128.1 萬 | 0.8% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 16,976 | $123.4 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,185 | $96.6 萬 | 0.6% | – | – | 歷史 |
| TAT&T Inc. | Stock | 37,925 | $94.2 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,482 | $90.5 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 6,819 | $82.1 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,652 | $74.3 萬 | 0.5% | – | – | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 10,106 | $68.4 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,483 | $65.0 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,843 | $59.4 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,476 | $54.4 萬 | 0.4% | – | – | – |
| DNNDenison Mines Corp. | COM | 200,200 | $53.3 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 15,128 | $49.8 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 4,312 | $48.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 6,151 | $43.9 萬 | 0.3% | – | – | – |
| SOSouthern Co | Stock | 4,721 | $41.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,575 | $39.6 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 805 | $38.1 萬 | 0.2% | – | – | – |
| SPGIS&P Global Inc. | Stock | 638 | $33.3 萬 | 0.2% | – | – | 歷史 |
| RIORio Tinto PLC | ADR | 3,751 | $30.0 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 963 | $28.5 萬 | 0.2% | – | – | 歷史 |
| BHPBHP Group Ltd | ADR | 4,657 | $28.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 810 | $27.2 萬 | 0.2% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 3,583 | $24.9 萬 | 0.2% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 1,523 | $24.4 萬 | 0.2% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 1,273 | $23.6 萬 | 0.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,011 | $23.6 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,160 | $22.6 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,340 | $22.5 萬 | 0.1% | – | – | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 1,322 | $22.4 萬 | 0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 6,802 | $21.8 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 567 | $21.0 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 2,937 | $20.5 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 588 | $20.2 萬 | 0.1% | – | – | 歷史 |
| CRMDCorMedix Inc. | COM | 11,905 | $13.8 萬 | 0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 10,541 | $13.8 萬 | 0.1% | – | – | 歷史 |
| NXENexGen Energy Ltd. | COM | 10,555 | $9.71 萬 | 0.1% | – | – | 歷史 |