RESOLUTE WEALTH ADVISOR, INC.
CIK 2005292 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $175.7M
- 持仓
- 78
- 截至
- 2026年6月30日
按 13F 价值排名第 6904（共 9443） · 前 73.1%
投资组合价值同比（季度）：+3.9% 13F不披露现金
- 前十大持仓权重
- 54.82%
- 前二十五大持仓权重
- 83.82%
- 持仓高于 1%
- 26
- 有效持仓数量
- 25.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.0% 估计买入 $6659307 · 卖出 $5941
- 新仓位
- 0
- 增加
- 16
- 减少
- 1
- 已结清
- 0
行业细分
Technology
1.4%
Retail
1.3%
Communication Services
0.6%
其他/未映射
96.7%
完整投资组合 78 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $15002929 | 8.54% | 22968 | $691097 | 上涨 ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $11753209 | 6.69% | 254454 | $339081 | 上涨 ×1 | ||
| IVE | $11387957 | 6.48% | 53933 | $524286 | 上涨 ×1 | ||
| APUE | $10868254 | 6.19% | 271164 | $1102160 | 上涨 ×1 | ||
| IVW | $10512614 | 5.98% | 92942 | $465787 | 上涨 ×1 | ||
| DYNF | $10073915 | 5.74% | 173151 | $435420 | 上涨 ×1 | ||
| IEMG | $8901566 | 5.07% | 127621 | $395832 | 上涨 ×1 | ||
| EFV | $7940209 | 4.52% | 106795 | $358367 | 上涨 ×1 | ||
| EFG | $4941265 | 2.81% | 44368 | $223409 | 上涨 ×1 | ||
| BAI | $4907755 | 2.79% | 148946 | $208788 | 上涨 ×1 | ||
| QUAL | $4846273 | 2.76% | 25266 | $202552 | 上涨 ×1 | ||
| APIE | $4657513 | 2.65% | 132128 | $470412 | 上涨 ×1 | ||
| TLH | $4569667 | 2.60% | 45370 | $0 | |||
| MTUM | $4509413 | 2.57% | 18790 | $204712 | 上涨 ×1 | ||
| APCB | $4477756 | 2.55% | 152046 | $536609 | 上涨 ×1 | ||
| THRO | $4105139 | 2.34% | 113339 | $0 | |||
| QEFA | $3517306 | 2.00% | 37711 | $283075 | 上涨 ×1 | ||
| MBB iShares MBS ETF | $3222096 | 1.83% | 33935 | $0 | |||
| IDEF iShares Defense Industrials Active ETF | $3012400 | 1.71% | 92066 | $0 | |||
| BLCR iShares Large Cap Core Active ETF | $2992043 | 1.70% | 72870 | $0 | |||
| GOVT | $2780954 | 1.58% | 121386 | $0 | |||
| IAGG | $2400569 | 1.37% | 47973 | $0 | |||
| VFMF | $2199739 | 1.25% | 14185 | $0 | |||
| BINC | $1871350 | 1.07% | 36036 | $0 | |||
| SPAB | $1788866 | 1.02% | 69823 | $0 | |||
| HD Home Depot, Inc. (The) Common Stock | $1757918 | 1.00% | 5345 | $0 | |||
| MUB | $1434087 | 0.82% | 13510 | $217714 | 上涨 ×1 | ||
| BDYN iShares Dynamic Equity Active ETF | $1407142 | 0.80% | 57883 | $0 | |||
| BNDX Vanguard Total International Bond ETF | $1241343 | 0.71% | 25834 | $0 | |||
| IAU | $1225777 | 0.70% | 13904 | $0 | |||
| DFAC | $1034431 | 0.59% | 26619 | $0 | |||
| IWF | $1024640 | 0.58% | 2403 | $0 | |||
| AVEM | $970909 | 0.55% | 12049 | $0 | |||
| IWB | $937397 | 0.53% | 2629 | $0 | |||
| XLK XLK | $901461 | 0.51% | 6783 | $0 | |||
| SCHG | $900671 | 0.51% | 30919 | $0 | |||
| AAPL Apple Inc. - Common Stock | $711374 | 0.40% | 2803 | $0 | |||
| NVDA NVIDIA Corporation - Common Stock | $706531 | 0.40% | 4051 | $0 | |||
| URTH | $700998 | 0.40% | 3894 | $-5941 | 下跌 ×1 | ||
| DFAS | $692878 | 0.39% | 9741 | $0 | |||
| IEFA | $681510 | 0.39% | 7528 | $0 | |||
| XLF XLF | $630209 | 0.36% | 12765 | $0 | |||
| AMZN Amazon.com, Inc. - Common Stock | $548792 | 0.31% | 2635 | $0 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $531712 | 0.30% | 6708 | $0 | |||
| VTV | $512671 | 0.29% | 2613 | $0 | |||
| OEF | $490482 | 0.28% | 1542 | $0 | |||
| MSFT Microsoft Corporation - Common Stock | $477845 | 0.27% | 1291 | $0 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $468148 | 0.27% | 1628 | $0 | |||
| SPY SPY | $444384 | 0.25% | 683 | $0 | |||
| BDEC | $410647 | 0.23% | 8555 | $0 | |||
| IEUR | $379318 | 0.22% | 5398 | $0 | |||
| DEEF | $363166 | 0.21% | 9608 | $0 | |||
| XLI XLI | $361791 | 0.21% | 2237 | $0 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $331595 | 0.19% | 1156 | $0 | |||
| BDVL iShares Disciplined Volatility Equity Active ETF | $330163 | 0.19% | 13394 | $0 | |||
| MU Micron Technology, Inc. - Common Stock | $318044 | 0.18% | 941 | $0 | |||
| IYW | $317123 | 0.18% | 1748 | $0 | |||
| APMU | $311554 | 0.18% | 12517 | $0 | |||
| QUS | $309639 | 0.18% | 1804 | $0 | |||
| LMUB | $306071 | 0.17% | 6130 | $0 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $298080 | 0.17% | 521 | $0 | |||
| XLV XLV | $291168 | 0.17% | 1986 | $0 | |||
| NJAN | $269946 | 0.15% | 5058 | $0 | |||
| DUHP | $267910 | 0.15% | 7288 | $0 | |||
| TFI | $254947 | 0.15% | 5623 | $0 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $254235 | 0.14% | 1738 | $0 | |||
| PAPR | $246641 | 0.14% | 6197 | $0 | |||
| ITA ITA | $241719 | 0.14% | 1105 | $0 | |||
| IWD | $237602 | 0.14% | 1112 | $0 | |||
| EMGF | $236040 | 0.13% | 3906 | $0 | |||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $230822 | 0.13% | 9976 | $0 | |||
| XLC XLC | $229148 | 0.13% | 2067 | $0 | |||
| AVUS | $226919 | 0.13% | 2041 | $0 | |||
| EAGG | $226909 | 0.13% | 4772 | $0 | |||
| XLY XLY | $220903 | 0.13% | 2027 | $0 | |||
| IGM | $219244 | 0.12% | 1850 | $0 | |||
| BND Vanguard Total Bond Market ETF | $202437 | 0.12% | 2749 | $0 | |||
| NRO | $87450 | 0.05% | 30792 | $0 | |||
| 无匹配项 | |||||||
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| APUE | 增持 | +27K | +$1.1M |
| IVV | 增持 | +1K | +$691K |
| APCB | 增持 | +18K | +$537K |
| IVE | 增持 | +2K | +$524K |
| APIE | 增持 | +13K | +$470K |
| IVW | 增持 | +4K | +$466K |
| DYNF | 增持 | +7K | +$435K |
| IEMG | 增持 | +6K | +$396K |
| EFV | 增持 | +5K | +$358K |
| IUSB | 增持 | +7K | +$339K |