Abich Financial Wealth Management LLC
CIK 2011645 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $280.9M
- 持仓
- 655
- 截至
- 2025年9月30日 数据截至 Q3 2025
按 13F 价值排名第 5372（共 9443） · 前 56.9%
- 前十大持仓权重
- 70.46%
- 前二十五大持仓权重
- 79.01%
- 持仓高于 1%
- 11
- 有效持仓数量
- 14.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 655
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
5.2%
Industrials
2.2%
Healthcare
2.1%
Financials
2.0%
Consumer Discretionary
1.4%
Energy
1.4%
Financial Services
1.2%
Retail
1.1%
Communication Services
0.9%
Real Estate
0.8%
Materials
0.5%
Consumer Staples
0.5%
Telecommunication
0.4%
Consumer products
0.3%
Utilities
0.2%
Communications
0.1%
Diversified Consumer Services
0.1%
Packaging
0.0%
Logistics & Transportation
0.0%
其他/未映射
79.6%
完整投资组合 655 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BIL | $48064614 | 17.11% | 523865 | 上涨 ×1 | |||
| VGK | $33276201 | 11.85% | 416995 | 上涨 ×1 | |||
| SPY SPY | $22372989 | 7.96% | 33584 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $20519446 | 7.30% | 34178 | 上涨 ×1 | |||
| SPMD | $18032579 | 6.42% | 315310 | 上涨 ×1 | |||
| VTV | $14472370 | 5.15% | 77604 | 上涨 ×1 | |||
| PRIV | $12143449 | 4.32% | 476027 | 上涨 ×1 | |||
| SPEM | $11694964 | 4.16% | 249839 | 上涨 ×1 | |||
| VUG | $10293390 | 3.66% | 21462 | 上涨 ×1 | |||
| SPSM | $7069405 | 2.52% | 152621 | 上涨 ×1 | |||
| FLJP | $5562708 | 1.98% | 160958 | 上涨 ×1 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2344900 | 0.83% | 23286 | 上涨 ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $1806025 | 0.64% | 27785 | 上涨 ×1 | |||
| ETHA iShares Ethereum Trust ETF | $1748994 | 0.62% | 55506 | 上涨 ×1 | |||
| MCD McDonald's Corporation Common Stock | $1697078 | 0.60% | 5585 | 上涨 ×1 | |||
| GLD | $1672486 | 0.60% | 4705 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1484828 | 0.53% | 2867 | 上涨 ×1 | |||
| SPTS | $1320485 | 0.47% | 45037 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1268686 | 0.45% | 6800 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $1155931 | 0.41% | 4540 | 上涨 ×1 | |||
| SPTI | $1155451 | 0.41% | 39981 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $813317 | 0.29% | 2882 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $700434 | 0.25% | 1575 | 上涨 ×1 | |||
| SPSB | $660807 | 0.24% | 21816 | 上涨 ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $625929 | 0.22% | 5639 | 上涨 ×1 | |||
| CIFR Cipher Mining Inc. - Common Stock | $589338 | 0.21% | 46810 | 上涨 ×1 | |||
| MBB iShares MBS ETF | $585077 | 0.21% | 6149 | 上涨 ×1 | |||
| CVX Chevron Corporation Common Stock | $576119 | 0.21% | 3710 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $574395 | 0.20% | 5094 | 上涨 ×1 | |||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $560488 | 0.20% | 41734 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $535113 | 0.19% | 3198 | 上涨 ×1 | |||
| MET MetLife, Inc. Common Stock | $502210 | 0.18% | 6097 | 上涨 ×1 | |||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $498135 | 0.18% | 1476 | 上涨 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $493629 | 0.18% | 2706 | 上涨 ×1 | |||
| CACI CACI International, Inc. Class A Common Stock | $488804 | 0.17% | 980 | 上涨 ×1 | |||
| AU AngloGold Ashanti PLC Ordinary Shares | $466569 | 0.17% | 6634 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $461544 | 0.16% | 1399 | 上涨 ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $459995 | 0.16% | 10199 | 上涨 ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $459354 | 0.16% | 2745 | 上涨 ×1 | |||
| SCCO Southern Copper Corporation Common Stock | $448425 | 0.16% | 3695 | 上涨 ×1 | |||
| MO Altria Group, Inc. | $445065 | 0.16% | 6737 | 上涨 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $435093 | 0.15% | 5184 | 上涨 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $434870 | 0.15% | 1541 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $434736 | 0.15% | 1546 | 上涨 ×1 | |||
| PFE Pfizer, Inc. Common Stock | $434581 | 0.15% | 17056 | 上涨 ×1 | |||
| EOG EOG Resources, Inc. Common Stock | $423926 | 0.15% | 3781 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $414015 | 0.15% | 1199 | 上涨 ×1 | |||
| PYPL PayPal Holdings, Inc. - Common Stock | $411212 | 0.15% | 6132 | 上涨 ×1 | |||
| ACGL Arch Capital Group Ltd. - Common Stock | $410735 | 0.15% | 4527 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $408839 | 0.15% | 1862 | 上涨 ×1 | |||
| T AT&T Inc. | $406479 | 0.14% | 14394 | 上涨 ×1 | |||
| IWD | $406162 | 0.14% | 1995 | 上涨 ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $400236 | 0.14% | 9107 | 上涨 ×1 | |||
| VLO Valero Energy Corporation Common Stock | $397557 | 0.14% | 2335 | 上涨 ×1 | |||
| SPTL | $394359 | 0.14% | 14633 | 上涨 ×1 | |||
| TIP | $388825 | 0.14% | 3496 | 上涨 ×1 | |||
| ADBE Adobe Inc. - Common Stock | $388025 | 0.14% | 1100 | 上涨 ×1 | |||
| CORZ Core Scientific, Inc. - Common Stock | $385782 | 0.14% | 21504 | 上涨 ×1 | |||
| COP ConocoPhillips Common Stock | $384981 | 0.14% | 4070 | 上涨 ×1 | |||
| F Ford Motor Company Common Stock | $382739 | 0.14% | 32002 | 上涨 ×1 | |||
| USB U.S. Bancorp Common Stock | $367018 | 0.13% | 7594 | 上涨 ×1 | |||
| SYY Sysco Corporation Common Stock | $366264 | 0.13% | 4448 | 上涨 ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $360668 | 0.13% | 2168 | 上涨 ×1 | |||
| SPHY | $359914 | 0.13% | 15034 | 上涨 ×1 | |||
| PSA Public Storage Common Stock | $352686 | 0.13% | 1221 | 上涨 ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $350396 | 0.12% | 11152 | 上涨 ×1 | |||
| SPIB | $349338 | 0.12% | 10308 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $343269 | 0.12% | 3331 | 上涨 ×1 | |||
| NOC Northrop Grumman Corporation Common Stock | $342012 | 0.12% | 561 | 上涨 ×1 | |||
| HSY The Hershey Company Common Stock | $338561 | 0.12% | 1810 | 上涨 ×1 | |||
| FNF Fidelity National Financial, Inc. Common Stock | $337837 | 0.12% | 5585 | 上涨 ×1 | |||
| SLB SLB Limited Common Shares | $328715 | 0.12% | 9564 | 上涨 ×1 | |||
| TGT Target Corporation Common Stock | $325611 | 0.12% | 3630 | 上涨 ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $324886 | 0.12% | 2563 | 上涨 ×1 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $323160 | 0.12% | 2599 | 上涨 ×1 | |||
| RBLX Roblox Corporation Class A Common Stock | $314025 | 0.11% | 2267 | 上涨 ×1 | |||
| TROW T. Rowe Price Group, Inc. - Common Stock | $311102 | 0.11% | 3031 | 上涨 ×1 | |||
| ADM Archer-Daniels-Midland Company Common Stock | $308019 | 0.11% | 5156 | 上涨 ×1 | |||
| MTB M&T Bank Corporation Common Stock | $305718 | 0.11% | 1547 | 上涨 ×1 | |||
| RF Regions Financial Corporation Common Stock | $303571 | 0.11% | 11512 | 上涨 ×1 | |||
| SNA Snap-On Incorporated Common Stock | $302521 | 0.11% | 873 | 上涨 ×1 | |||
| HAL Halliburton Company Common Stock | $298195 | 0.11% | 12122 | 上涨 ×1 | |||
| HPQ HP Inc. Common Stock | $295963 | 0.11% | 10869 | 上涨 ×1 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $293471 | 0.10% | 3083 | 上涨 ×1 | |||
| BRKB | $289076 | 0.10% | 575 | 上涨 ×1 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $285838 | 0.10% | 2587 | 上涨 ×1 | |||
| BBY Best Buy Co., Inc. Common Stock | $285314 | 0.10% | 3773 | 上涨 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $284750 | 0.10% | 1760 | 上涨 ×1 | |||
| OMC Omnicom Group Inc. Common Stock | $281849 | 0.10% | 3457 | 上涨 ×1 | |||
| PFG Principal Financial Group Inc - Common Stock | $279407 | 0.10% | 3370 | 上涨 ×1 | |||
| AFG American Financial Group, Inc. Common Stock | $277014 | 0.10% | 1901 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $276891 | 0.10% | 1139 | 上涨 ×1 | |||
| IVV | $271736 | 0.10% | 406 | 上涨 ×1 | |||
| SWKS Skyworks Solutions, Inc. - Common Stock | $270662 | 0.10% | 3516 | 上涨 ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $269534 | 0.10% | 1093 | 上涨 ×1 | |||
| XYZ Block, Inc. Class A Common Stock, | $268917 | 0.10% | 3721 | 上涨 ×1 | |||
| CLX Clorox Company (The) Common Stock | $268424 | 0.10% | 2177 | 上涨 ×1 | |||
| VNQ | $267586 | 0.10% | 2927 | 上涨 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $266914 | 0.10% | 1268 | 上涨 ×1 | |||
| VTI | $261176 | 0.09% | 796 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| BIL | $48064614 | 523865 | 17.11% |
| VGK | $33276201 | 416995 | 11.85% |
| SPY | $22372989 | 33584 | 7.96% |
| QQQ | $20519446 | 34178 | 7.30% |
| SPMD | $18032579 | 315310 | 6.42% |
| VTV | $14472370 | 77604 | 5.15% |
| PRIV | $12143449 | 476027 | 4.32% |
| SPEM | $11694964 | 249839 | 4.16% |
| VUG | $10293390 | 21462 | 3.66% |
| SPSM | $7069405 | 152621 | 2.52% |
| FLJP | $5562708 | 160958 | 1.98% |
| SGOV | $2344900 | 23286 | 0.83% |
| IBIT | $1806025 | 27785 | 0.64% |
| ETHA | $1748994 | 55506 | 0.62% |
| MCD | $1697078 | 5585 | 0.60% |