Kolinsky Wealth Management, LLC
CIK 1904326 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $130.4M
- 持仓
- 174
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 7812（共 9443） · 前 82.7%
- 前十大持仓权重
- 38.86%
- 前二十五大持仓权重
- 54.10%
- 持仓高于 1%
- 16
- 有效持仓数量
- 47.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 174
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
25.4%
Industrials
8.7%
Retail
7.0%
Financial Services
6.5%
Communication Services
6.4%
Healthcare
5.9%
Financials
5.5%
Consumer Discretionary
2.7%
Energy
1.4%
Consumer products
1.1%
Utilities
1.0%
Consumer Staples
0.8%
Communications
0.7%
Telecommunication
0.7%
Real Estate
0.5%
Materials
0.4%
Logistics & Transportation
0.3%
其他/未映射
25.3%
完整投资组合 174 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $8813213 | 6.76% | 20909 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $7668143 | 5.88% | 30621 | 上涨 ×1 | |||
| SPY SPY | $6488597 | 4.98% | 11071 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $5251538 | 4.03% | 23937 | 上涨 ×1 | |||
| LVHI | $5076239 | 3.89% | 166325 | 上涨 ×1 | |||
| COWZ | $4661351 | 3.58% | 82531 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $4648373 | 3.57% | 34614 | 上涨 ×1 | |||
| IHDG | $2911977 | 2.23% | 66988 | 上涨 ×1 | |||
| SCHG | $2706792 | 2.08% | 97122 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $2437141 | 1.87% | 12874 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $2390398 | 1.83% | 4083 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1996870 | 1.53% | 8330 | 上涨 ×1 | |||
| SCHV | $1755520 | 1.35% | 67339 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $1492332 | 1.14% | 3836 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1410926 | 1.08% | 7409 | 上涨 ×1 | |||
| V Visa Inc. | $1307007 | 1.00% | 4136 | 上涨 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $1196632 | 0.92% | 6734 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1194769 | 0.92% | 5153 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1080011 | 0.83% | 2135 | 上涨 ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $1065421 | 0.82% | 1005 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1038962 | 0.80% | 1134 | 上涨 ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $1015618 | 0.78% | 2887 | 上涨 ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $994949 | 0.76% | 12950 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $963461 | 0.74% | 1830 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $961913 | 0.74% | 5738 | 上涨 ×1 | |||
| BRKB | $869844 | 0.67% | 1919 | 上涨 ×1 | |||
| PM Philip Morris International Inc Common Stock | $834988 | 0.64% | 6938 | 上涨 ×1 | |||
| DFS | $825961 | 0.63% | 4768 | 上涨 ×1 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $825436 | 0.63% | 2908 | 上涨 ×1 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $817812 | 0.63% | 1536 | 上涨 ×1 | |||
| ADBE Adobe Inc. - Common Stock | $802203 | 0.62% | 1804 | 上涨 ×1 | |||
| BLKXXXX | $796510 | 0.61% | 777 | 上涨 ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $755225 | 0.58% | 5386 | 上涨 ×1 | |||
| INTU Intuit Inc. - Common Stock | $749172 | 0.57% | 1192 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $742741 | 0.57% | 3379 | 上涨 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $738810 | 0.57% | 3741 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $732126 | 0.56% | 12367 | 上涨 ×1 | |||
| IVV | $701382 | 0.54% | 1191 | 上涨 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $700848 | 0.54% | 7045 | 上涨 ×1 | |||
| CVX Chevron Corporation Common Stock | $699239 | 0.54% | 4828 | 上涨 ×1 | |||
| IWM | $692920 | 0.53% | 3136 | 上涨 ×1 | |||
| RACE Ferrari N.V. Common Shares | $671247 | 0.51% | 1580 | 上涨 ×1 | |||
| PRI Primerica, Inc. Common Stock | $668236 | 0.51% | 2462 | 上涨 ×1 | |||
| UNP Union Pacific Corporation Common Stock | $668157 | 0.51% | 2930 | 上涨 ×1 | |||
| SSD Simpson Manufacturing Company, Inc. Common Stock | $668129 | 0.51% | 4029 | 上涨 ×1 | |||
| SNA Snap-On Incorporated Common Stock | $663344 | 0.51% | 1954 | 上涨 ×1 | |||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $662516 | 0.51% | 10987 | 上涨 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $653338 | 0.50% | 733 | 上涨 ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $623903 | 0.48% | 7253 | 上涨 ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $621613 | 0.48% | 5628 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $620298 | 0.48% | 1536 | 上涨 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $619170 | 0.47% | 2376 | 上涨 ×1 | |||
| ABT Abbott Laboratories Common Stock | $603355 | 0.46% | 5334 | 上涨 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $592022 | 0.45% | 1138 | 上涨 ×1 | |||
| FCN FTI Consulting, Inc. Common Stock | $588107 | 0.45% | 3077 | 上涨 ×1 | |||
| IWR | $580844 | 0.45% | 6571 | 上涨 ×1 | |||
| CRVL CorVel Corp. - Common Stock | $579108 | 0.44% | 5205 | 上涨 ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $568717 | 0.44% | 7933 | 上涨 ×1 | |||
| VOO | $566076 | 0.43% | 1051 | 上涨 ×1 | |||
| EME EMCOR Group, Inc. Common Stock | $528340 | 0.41% | 1164 | 上涨 ×1 | |||
| PGR Progressive Corporation (The) Common Stock | $526184 | 0.40% | 2196 | 上涨 ×1 | |||
| CRM Salesforce, Inc. Common Stock | $516946 | 0.40% | 1546 | 上涨 ×1 | |||
| PZA | $487901 | 0.37% | 20665 | 上涨 ×1 | |||
| AXP American Express Company Common Stock | $485845 | 0.37% | 1637 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $482923 | 0.37% | 2898 | 上涨 ×1 | |||
| LIN Linde plc - Ordinary Shares | $482727 | 0.37% | 1153 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $482417 | 0.37% | 5339 | 上涨 ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $481006 | 0.37% | 12028 | 上涨 ×1 | |||
| IWF | $478973 | 0.37% | 1193 | 上涨 ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $478651 | 0.37% | 985 | 上涨 ×1 | |||
| TTC Toro Company (The) Common Stock | $476835 | 0.37% | 5953 | 上涨 ×1 | |||
| KKR KKR & Co. Inc. Common Stock | $476714 | 0.37% | 3223 | 上涨 ×1 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $471539 | 0.36% | 1054 | 上涨 ×1 | |||
| LRCXXXXX | $466822 | 0.36% | 6463 | 上涨 ×1 | |||
| GOLF Acushnet Holdings Corp. Common Stock | $457329 | 0.35% | 6434 | 上涨 ×1 | |||
| PSX Phillips 66 Common Stock | $452074 | 0.35% | 3968 | 上涨 ×1 | |||
| AVUV | $449874 | 0.35% | 4660 | 上涨 ×1 | |||
| MC Moelis & Company Class A Common Stock | $447122 | 0.34% | 6052 | 上涨 ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $444957 | 0.34% | 642 | 上涨 ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $439731 | 0.34% | 8289 | 上涨 ×1 | |||
| LSTR Landstar System, Inc. - Common Stock | $427244 | 0.33% | 2486 | 上涨 ×1 | |||
| MCD McDonald's Corporation Common Stock | $425875 | 0.33% | 1469 | 上涨 ×1 | |||
| USB U.S. Bancorp Common Stock | $424970 | 0.33% | 8885 | 上涨 ×1 | |||
| KAI Kadant Inc Common Stock | $417093 | 0.32% | 1209 | 上涨 ×1 | |||
| WTS Watts Water Technologies, Inc. Class A Common Stock | $415749 | 0.32% | 2045 | 上涨 ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $414617 | 0.32% | 3288 | 上涨 ×1 | |||
| T AT&T Inc. | $401936 | 0.31% | 17652 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $388754 | 0.30% | 8845 | 上涨 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $382668 | 0.29% | 2353 | 上涨 ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $378508 | 0.29% | 6275 | 上涨 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $376333 | 0.29% | 1666 | 上涨 ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $366998 | 0.28% | 9779 | 上涨 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $366938 | 0.28% | 703 | 上涨 ×1 | |||
| AZPN | $361464 | 0.28% | 1448 | 上涨 ×1 | |||
| RBC RBC Bearings Incorporated Common Stock | $361062 | 0.28% | 1207 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $359122 | 0.28% | 3338 | 上涨 ×1 | |||
| GGG Graco Inc. Common Stock | $356631 | 0.27% | 4231 | 上涨 ×1 | |||
| FDS FactSet Research Systems Inc. Common Stock | $354927 | 0.27% | 739 | 上涨 ×1 | |||
| PH Parker-Hannifin Corporation Common Stock | $352997 | 0.27% | 555 | 上涨 ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $352868 | 0.27% | 1205 | 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 |
|---|---|---|---|
| MSFT | $8813213 | 20909 | 6.76% |
| AAPL | $7668143 | 30621 | 5.88% |
| SPY | $6488597 | 11071 | 4.98% |
| AMZN | $5251538 | 23937 | 4.03% |
| LVHI | $5076239 | 166325 | 3.89% |
| COWZ | $4661351 | 82531 | 3.58% |
| NVDA | $4648373 | 34614 | 3.57% |
| IHDG | $2911977 | 66988 | 2.23% |
| SCHG | $2706792 | 97122 | 2.08% |
| GOOGL | $2437141 | 12874 | 1.87% |
| META | $2390398 | 4083 | 1.83% |
| JPM | $1996870 | 8330 | 1.53% |
| SCHV | $1755520 | 67339 | 1.35% |
| HD | $1492332 | 3836 | 1.14% |
| GOOG | $1410926 | 7409 | 1.08% |