FUTURE YOU WEALTH LLC
CIK 2055142 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $184.1M
- 持仓
- 58
- 截至
- 2025年6月30日 数据截至 Q2 2025
按 13F 价值排名第 6724（共 9443） · 前 71.2%
投资组合价值同比（季度）：+17.9% 13F不披露现金
- 前十大持仓权重
- 78.50%
- 前二十五大持仓权重
- 91.75%
- 持仓高于 1%
- 15
- 有效持仓数量
- 7.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2025: 1.39% 估计买入 $18550060 · 卖出 $2368912
- 新仓位
- 13
- 增加
- 20
- 减少
- 14
- 已结清
- 1
本页内容
行业细分
Technology
2.9%
Communication Services
1.5%
Retail
0.7%
Consumer Discretionary
0.3%
Financials
0.2%
Packaging
0.2%
Industrials
0.2%
Financial Services
0.1%
Consumer products
0.1%
Utilities
0.1%
其他/未映射
93.5%
完整投资组合 58 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $57617446 | 31.30% | 92851 | $5308091 | 下跌 ×1 | ||
| VEA | $18416882 | 10.00% | 323288 | $4233236 | 上涨 ×2 | ||
| DLN | $15660453 | 8.51% | 190803 | $1253284 | 上涨 ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $14826329 | 8.05% | 134271 | $553994 | 上涨 ×2 | ||
| VTI | $11297500 | 6.14% | 37173 | $125110 | 下跌 ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $8854490 | 4.81% | 106856 | $777107 | 上涨 ×2 | ||
| CGCB | $6714114 | 3.65% | 255289 | $827102 | 上涨 ×2 | ||
| VOO | $4905531 | 2.66% | 8636 | $4343657 | 上涨 ×2 | ||
| VBR | $3127874 | 1.70% | 16063 | $-52046 | 下跌 ×2 | ||
| VWO | $3095039 | 1.68% | 62620 | $783139 | 上涨 ×2 | ||
| SPY SPY | $2548742 | 1.38% | 4125 | $73024 | 下跌 ×1 | ||
| HYG | $2485581 | 1.35% | 30887 | $220768 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2295911 | 1.25% | 4616 | $527918 | 下跌 ×2 | ||
| DFAC | $2244193 | 1.22% | 62617 | $178458 | |||
| AAPL Apple Inc. - Common Stock | $2034715 | 1.11% | 9917 | $-199018 | 下跌 ×2 | ||
| EFA | $1596839 | 0.87% | 18063 | $762948 | 上涨 ×1 | ||
| EEM | $1575639 | 0.86% | 32664 | $315761 | 上涨 ×1 | ||
| VNQ | $1419209 | 0.77% | 15937 | $-199439 | 下跌 ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $1359527 | 0.74% | 15402 | $180518 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1316753 | 0.72% | 1784 | $291409 | 上涨 ×2 | ||
| DFAT | $1266225 | 0.69% | 23466 | $57961 | |||
| CGIC | $1238951 | 0.67% | 42561 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1112965 | 0.60% | 5073 | $201810 | 上涨 ×2 | ||
| GCC | $983287 | 0.53% | 49468 | 上涨 ×1 | |||
| XVV | $921169 | 0.50% | 19319 | $-36352 | 下跌 ×1 | ||
| GLD | $902689 | 0.49% | 2961 | $27256 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $892742 | 0.48% | 5033 | $108155 | 上涨 ×2 | ||
| IJH | $882410 | 0.48% | 14228 | $213106 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $834503 | 0.45% | 5282 | $288159 | 上涨 ×1 | ||
| USFR | $821411 | 0.45% | 16327 | 上涨 ×1 | |||
| DFIV | $804133 | 0.44% | 18775 | $65149 | |||
| IJR | $771587 | 0.42% | 7060 | $328152 | 上涨 ×2 | ||
| PABU iShares Paris-Aligned Climate Optimized MSCI USA ETF | $753512 | 0.41% | 11270 | $63234 | 下跌 ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $678422 | 0.37% | 11341 | 上涨 ×1 | |||
| DFUV | $643332 | 0.35% | 15216 | $16281 | |||
| BRKB | $570780 | 0.31% | 1175 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $459962 | 0.25% | 1587 | $70776 | |||
| PKG Packaging Corporation of America Common Stock | $440973 | 0.24% | 2340 | $-22394 | |||
| BWZ | $417962 | 0.23% | 14890 | 上涨 ×1 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $378824 | 0.21% | 2800 | $-231 | 下跌 ×1 | ||
| DFAX | $372500 | 0.20% | 12683 | $40205 | |||
| RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) | $361687 | 0.20% | 6656 | $26158 | |||
| MUB | $359202 | 0.20% | 3438 | $-32930 | 下跌 ×2 | ||
| IWF | $328625 | 0.18% | 774 | $49141 | |||
| IBIT iShares Bitcoin Trust ETF | $311865 | 0.17% | 5095 | $-36261 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $301830 | 0.16% | 547 | $92071 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $289914 | 0.16% | 1645 | $41703 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $270646 | 0.15% | 852 | ||||
| AVGO Broadcom Inc. - Common Stock | $265451 | 0.14% | 963 | 上涨 ×1 | |||
| IWD | $251139 | 0.14% | 1293 | $7848 | |||
| NFLX Netflix, Inc. - Common Stock | $247739 | 0.13% | 185 | 上涨 ×1 | |||
| ULTA Ulta Beauty, Inc. - Common Stock | $241838 | 0.13% | 3907 | $9593 | 上涨 ×1 | ||
| V Visa Inc. | $238239 | 0.13% | 671 | $3080 | |||
| PG Procter & Gamble Company (The) Common Stock | $237865 | 0.13% | 1493 | $-19299 | 下跌 ×2 | ||
| XLK XLK | $230946 | 0.13% | 912 | 上涨 ×1 | |||
| DKNG DraftKings Inc. - Class A Common Stock | $213421 | 0.12% | 4976 | 上涨 ×1 | |||
| SRE DBA Sempra Common Stock | $207534 | 0.11% | 2739 | ||||
| SCHB | $202945 | 0.11% | 8516 | 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 |
|---|---|---|---|
| CGIC | $1238951 | 42561 | 0.67% |
| GCC | $983287 | 49468 | 0.53% |
| USFR | $821411 | 16327 | 0.45% |
| VGIT | $678422 | 11341 | 0.37% |
| BRKB | $570780 | 1175 | 0.31% |
| BWZ | $417962 | 14890 | 0.23% |
| TSLA | $270646 | 852 | 0.15% |
| AVGO | $265451 | 963 | 0.14% |
| NFLX | $247739 | 185 | 0.13% |
| XLK | $230946 | 912 | 0.13% |
| DKNG | $213421 | 4976 | 0.12% |
| SRE | $207534 | 2739 | 0.11% |
| SCHB | $202945 | 8516 | 0.11% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IVV | 削减 | -243 | +$5.3M |
| VEA | 增持 | +44K | +$4.2M |
| DLN | 增持 | +9K | +$1.3M |
| CGCB | 增持 | +31K | +$827K |
| VWO | 增持 | +12K | +$783K |
| SHY | 增持 | +9K | +$777K |
| EFA | 增持 | +8K | +$763K |
| SHV | 增持 | +5K | +$554K |
| MSFT | 削减 | -94 | +$528K |
| IJR | 增持 | +3K | +$328K |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。