Wealth Intelligence, LLC
- SEC CIK
- 0002112078
- 最新申報
- 2026/7/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/18 申報。只含多頭部位。
- 持股檔數
- 55
- 2025 年第 3 季沒有申報
- 總值
- $2.02 億
- 2025 年第 3 季沒有申報
Wealth Intelligence, 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 |
|---|---|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 301,676 | $7,275 萬 | 36.1% | – | – | 歷史 |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 661,005 | $1,678 萬 | 8.3% | – | – | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 623,238 | $1,101 萬 | 5.5% | – | – | – |
| AAPLApple Inc. | Stock | 27,488 | $747.3 萬 | 3.7% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 122,644 | $616.3 萬 | 3.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 17,711 | $613.0 萬 | 3.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,159 | $456.2 萬 | 2.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,320 | $402.4 萬 | 2.0% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 27,671 | $331.4 萬 | 1.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,337 | $323.5 萬 | 1.6% | – | – | 歷史 |
| CMECME Group Inc. | COM | 10,715 | $292.6 萬 | 1.5% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 17,986 | $292.5 萬 | 1.5% | – | – | 歷史 |
| CBChubb Ltd | Stock | 9,124 | $284.8 萬 | 1.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,303 | $284.0 萬 | 1.4% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 8,603 | $274.0 萬 | 1.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,712 | $270.9 萬 | 1.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 7,822 | $269.2 萬 | 1.3% | – | – | 歷史 |
| AFLAflac Inc | Stock | 22,747 | $250.8 萬 | 1.2% | – | – | 歷史 |
| ETF Ser Solutions26922B832 | BAHL GAYNOR SML | 79,570 | $229.2 萬 | 1.1% | – | – | – |
| VVisa Inc. | Stock | 6,459 | $226.5 萬 | 1.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 25,144 | $219.3 萬 | 1.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 25,984 | $206.2 萬 | 1.0% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 17,714 | $197.4 萬 | 1.0% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 47,800 | $194.7 萬 | 1.0% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 19,126 | $189.7 萬 | 0.9% | – | – | 歷史 |
| CMICummins Inc | Stock | 3,678 | $187.7 萬 | 0.9% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 6,291 | $170.6 萬 | 0.8% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 4,242 | $162.6 萬 | 0.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,787 | $159.1 萬 | 0.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,661 | $158.5 萬 | 0.8% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,902 | $157.7 萬 | 0.8% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $151.0 萬 | 0.7% | – | – | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 65,694 | $148.7 萬 | 0.7% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 20,202 | $144.3 萬 | 0.7% | – | – | – |
| CMCSAComcast Corp | Stock | 45,692 | $136.6 萬 | 0.7% | – | – | 歷史 |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 8,908 | $110.6 萬 | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,763 | $107.5 萬 | 0.5% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 4,073 | $100.6 萬 | 0.5% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,446 | $94.5 萬 | 0.5% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,104 | $87.9 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,269 | $83.8 萬 | 0.4% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 5,255 | $79.0 萬 | 0.4% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 2,023 | $78.7 萬 | 0.4% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,232 | $70.6 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,159 | $58.3 萬 | 0.3% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 2,737 | $57.0 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,321 | $56.4 萬 | 0.3% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,171 | $56.4 萬 | 0.3% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 2,118 | $53.7 萬 | 0.3% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,471 | $53.6 萬 | 0.3% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 849 | $44.4 萬 | 0.2% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 3,513 | $41.2 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 2,639 | $40.5 萬 | 0.2% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,257 | $39.3 萬 | 0.2% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 735 | $34.5 萬 | 0.2% | – | – | 歷史 |