Resolute Wealth Strategies, LLC
CIK 1973981 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $258.1M
- 持仓
- 132
- 截至
- 2026年6月30日
按 13F 价值排名第 5627（共 9443） · 前 59.6%
投资组合价值同比（季度）：+11.4% 13F不披露现金
- 前十大持仓权重
- 52.75%
- 前二十五大持仓权重
- 76.50%
- 持仓高于 1%
- 23
- 有效持仓数量
- 23.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 6.17% 估计买入 $17295086 · 卖出 $15115293
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.6% 仍持有
- 新仓位
- 27
- 增加
- 72
- 减少
- 28
- 已结清
- 9
本页内容
行业细分
Technology
25.4%
Industrials
6.5%
Communication Services
6.2%
Retail
5.8%
Healthcare
4.0%
Financials
3.9%
Financial Services
2.7%
Energy
1.3%
Telecommunication
1.1%
Consumer Discretionary
0.5%
Utilities
0.3%
Materials
0.3%
Consumer Staples
0.2%
Consumer products
0.2%
Communications
0.2%
其他/未映射
41.4%
完整投资组合 132 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $36797023 | 14.26% | 127167 | $4074485 | 下跌 ×1 | ||
| JGRO | $16413587 | 6.36% | 166483 | $2823680 | 上涨 ×5 | ||
| CAT Caterpillar, Inc. Common Stock | $13069319 | 5.06% | 12273 | $4021067 | 下跌 ×5 | ||
| FBND | $11869375 | 4.60% | 260923 | $393934 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11061688 | 4.29% | 46411 | $1657177 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $11026913 | 4.27% | 55110 | $1527982 | 上涨 ×5 | ||
| MINT | $10818609 | 4.19% | 107317 | $1561821 | 上涨 ×2 | ||
| JAVA | $9256040 | 3.59% | 116560 | $1212400 | 上涨 ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $8474509 | 3.28% | 23985 | $1759272 | 上涨 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $7379682 | 2.86% | 19784 | $-208043 | 下跌 ×1 | ||
| IVW | $6274681 | 2.43% | 45624 | $1200841 | 上涨 ×1 | ||
| GLD | $6160419 | 2.39% | 16723 | $-855029 | 上涨 ×1 | ||
| BRKB | $5670503 | 2.20% | 11332 | $344115 | 上涨 ×1 | ||
| IVE | $5397257 | 2.09% | 23770 | $579880 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4948353 | 1.92% | 15117 | $650692 | 上涨 ×4 | ||
| SPY SPY | $4888029 | 1.89% | 6546 | $245467 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4240839 | 1.64% | 11867 | $840523 | 上涨 ×3 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $3768511 | 1.46% | 33005 | $65195 | 上涨 ×2 | ||
| AMGN Amgen Inc. - Common Stock | $3413542 | 1.32% | 9427 | $-33281 | 下跌 ×1 | ||
| BX Blackstone Inc. Common Stock | $3247694 | 1.26% | 27600 | $113436 | 上涨 ×3 | ||
| RNST Renasant Corporation Common Stock | $3080423 | 1.19% | 72412 | $473727 | 上涨 ×2 | ||
| T AT&T Inc. | $2761719 | 1.07% | 133416 | $-1105237 | 上涨 ×2 | ||
| 未知发行人 (CUSIP: 30233Q108) | $2716381 | 1.05% | 19868 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $2384819 | 0.92% | 1988 | $879756 | 上涨 ×6 | ||
| RDVI | $2335872 | 0.90% | 79451 | $518683 | 上涨 ×2 | ||
| VOO | $2304952 | 0.89% | 3356 | $305157 | 上涨 ×5 | ||
| WMT Walmart Inc. - Common Stock | $2216144 | 0.86% | 19567 | $-278791 | 下跌 ×1 | ||
| RDDT Reddit, Inc. Class A Common Stock | $1949824 | 0.76% | 11233 | $487525 | 上涨 ×1 | ||
| SOXX SOXX | $1948262 | 0.75% | 3041 | $949507 | 上涨 ×1 | ||
| KNG | $1701691 | 0.66% | 33697 | $223136 | 上涨 ×2 | ||
| FDN | $1659530 | 0.64% | 6269 | $184205 | 下跌 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1447047 | 0.56% | 2491 | $906127 | 下跌 ×2 | ||
| VONG Vanguard Russell 1000 Growth ETF | $1316571 | 0.51% | 10301 | $184685 | 下跌 ×1 | ||
| V Visa Inc. | $1298827 | 0.50% | 3786 | $220508 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1186234 | 0.46% | 1611 | $314198 | 上涨 ×3 | ||
| AXP American Express Company Common Stock | $1179855 | 0.46% | 3488 | $104269 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1172249 | 0.45% | 4658 | $79451 | 下跌 ×1 | ||
| ITA ITA | $1139411 | 0.44% | 4700 | $-1293145 | 下跌 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1080714 | 0.42% | 9263 | $-374772 | 下跌 ×2 | ||
| XLB XLB | $989673 | 0.38% | 19470 | $214851 | 上涨 ×1 | ||
| MUR Murphy Oil Corporation Common Stock | $989645 | 0.38% | 30394 | $-253245 | 上涨 ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $920394 | 0.36% | 2437 | $320752 | 上涨 ×5 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $917819 | 0.36% | 7143 | $66898 | 上涨 ×3 | ||
| SLV | $832795 | 0.32% | 15575 | $-229167 | 下跌 ×3 | ||
| JEPI | $756537 | 0.29% | 13395 | $-47753 | 下跌 ×1 | ||
| IVV | $739070 | 0.29% | 987 | $94890 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $731535 | 0.28% | 2880 | $52535 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $693108 | 0.27% | 1648 | $134032 | 上涨 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $689112 | 0.27% | 1658 | $139257 | 下跌 ×3 | ||
| MUSA Murphy USA Inc. Common Stock | $666976 | 0.26% | 1238 | $56316 | 上涨 ×6 | ||
| XLK XLK | $663205 | 0.26% | 3481 | $194299 | 下跌 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $660264 | 0.26% | 1172 | $35095 | 上涨 ×4 | ||
| VONV Vanguard Russell 1000 Value ETF | $650265 | 0.25% | 6117 | $78561 | 上涨 ×6 | ||
| UNP Union Pacific Corporation Common Stock | $647738 | 0.25% | 2381 | $-24570 | 下跌 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $626132 | 0.24% | 7704 | $40252 | |||
| IBM International Business Machines Corporation Common Stock | $600174 | 0.23% | 2134 | $113455 | 上涨 ×3 | ||
| BAC Bank of America Corporation Common Stock | $587712 | 0.23% | 10314 | $122231 | 上涨 ×2 | ||
| GEV GE Vernova Inc. Common Stock | $587679 | 0.23% | 500 | $250665 | 上涨 ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $582075 | 0.23% | 256 | 上涨 ×1 | |||
| WDC Western Digital Corporation - Common Stock | $576125 | 0.22% | 902 | $347020 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $564376 | 0.22% | 1600 | $68880 | 上涨 ×4 | ||
| LOW Lowe's Companies, Inc. Common Stock | $555414 | 0.22% | 2519 | $-39775 | |||
| PG Procter & Gamble Company (The) Common Stock | $554187 | 0.21% | 3779 | $60428 | 上涨 ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $546622 | 0.21% | 2138 | $27984 | 上涨 ×1 | ||
| VUG | $539099 | 0.21% | 6258 | $120279 | 上涨 ×4 | ||
| RTX RTX Corporation Common Stock | $523542 | 0.20% | 2759 | $-13104 | 下跌 ×1 | ||
| VB | $521973 | 0.20% | 1722 | $70947 | |||
| JBND JPMorgan Active Bond ETF | $520181 | 0.20% | 9723 | $-2625 | |||
| LDOS Leidos Holdings, Inc. Common Stock | $499526 | 0.19% | 4851 | $-325333 | 下跌 ×1 | ||
| IYW | $492297 | 0.19% | 1952 | $138195 | |||
| HCA HCA Healthcare, Inc. Common Stock | $489733 | 0.19% | 1256 | $-49788 | 上涨 ×1 | ||
| AGIX KraneShares Artificial Intelligence & Technology ETF | $468853 | 0.18% | 9999 | $147740 | 上涨 ×2 | ||
| 未知发行人 (CUSIP: 84615Q103) | $459443 | 0.18% | 2689 | 上涨 ×1 | |||
| VHT | $450805 | 0.17% | 1508 | $41297 | 上涨 ×1 | ||
| SMH SMH | $445154 | 0.17% | 679 | $223280 | 上涨 ×1 | ||
| SO Southern Company (The) Common Stock | $429627 | 0.17% | 4489 | $-33394 | 下跌 ×1 | ||
| TRMK Trustmark Corporation - Common Stock | $421676 | 0.16% | 9165 | $37129 | 上涨 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $421316 | 0.16% | 365 | 上涨 ×1 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $417817 | 0.16% | 1213 | $11896 | 下跌 ×1 | ||
| WM Waste Management, Inc. Common Stock | $411213 | 0.16% | 1845 | $-10926 | 上涨 ×2 | ||
| SDY | $388084 | 0.15% | 2550 | $17005 | 上涨 ×2 | ||
| JTEK JPMorgan U.S. Tech Leaders ETF | $381172 | 0.15% | 3417 | ||||
| C Citigroup, Inc. Common Stock | $380212 | 0.15% | 2717 | $84793 | 上涨 ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $377854 | 0.15% | 4305 | $60119 | 上涨 ×2 | ||
| BKR Baker Hughes Company - Common Stock | $373667 | 0.14% | 6733 | $-29061 | 上涨 ×3 | ||
| CLOZ | $360924 | 0.14% | 13661 | 上涨 ×1 | |||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $359084 | 0.14% | 13469 | $-5502 | 上涨 ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $356179 | 0.14% | 9689 | $97014 | 上涨 ×2 | ||
| CSX CSX Corporation - Common Stock | $353339 | 0.14% | 7434 | $48554 | 上涨 ×4 | ||
| JPIE | $352936 | 0.14% | 7664 | $-10037 | 下跌 ×5 | ||
| INTC Intel Corporation - Common Stock | $351868 | 0.14% | 2520 | 上涨 ×1 | |||
| XLY XLY | $349220 | 0.14% | 2978 | $25310 | 上涨 ×6 | ||
| SIXG Defiance Connective Technologies ETF | $345710 | 0.13% | 3638 | $91035 | 下跌 ×3 | ||
| VTV | $328280 | 0.13% | 1506 | $33585 | 上涨 ×2 | ||
| IAI | $325054 | 0.13% | 1854 | $21431 | 上涨 ×2 | ||
| AEM Agnico Eagle Mines Limited Common Stock | $321880 | 0.12% | 2075 | $-132137 | 下跌 ×2 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $321698 | 0.12% | 3208 | $108254 | 上涨 ×4 | ||
| XLE XLE | $319598 | 0.12% | 6018 | $-96133 | 下跌 ×3 | ||
| MCO Moody's Corporation Common Stock | $318856 | 0.12% | 704 | $47072 | 上涨 ×2 | ||
| VGT | $315341 | 0.12% | 2638 | $85409 | 上涨 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| JGRO | $16413587 | 6.36% | 上涨 ×5 |
| NVDA | $11026913 | 4.27% | 上涨 ×5 |
| JAVA | $9256040 | 3.59% | 上涨 ×3 |
| GOOG | $8474509 | 3.28% | 上涨 ×3 |
| JPM | $4948353 | 1.92% | 上涨 ×4 |
| GOOGL | $4240839 | 1.64% | 上涨 ×3 |
| BX | $3247694 | 1.26% | 上涨 ×3 |
| LLY | $2384819 | 0.92% | 上涨 ×6 |
| VOO | $2304952 | 0.89% | 上涨 ×5 |
| QQQ | $1186234 | 0.46% | 上涨 ×3 |
| MUR | $989645 | 0.38% | 上涨 ×6 |
| AVGO | $920394 | 0.36% | 上涨 ×5 |
| MRK | $917819 | 0.36% | 上涨 ×3 |
| MUSA | $666976 | 0.26% | 上涨 ×6 |
| META | $660264 | 0.26% | 上涨 ×4 |
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 |
|---|---|---|---|
| 未知发行人 (CUSIP: 30233Q108) | $2716381 | 19868 | 1.05% |
| SNDK | $582075 | 256 | 0.23% |
| 未知发行人 (CUSIP: 84615Q103) | $459443 | 2689 | 0.18% |
| MU | $421316 | 365 | 0.16% |
| JTEK | $381172 | 3417 | 0.15% |
| CLOZ | $360924 | 13661 | 0.14% |
| INTC | $351868 | 2520 | 0.14% |
| VRT | $307776 | 919 | 0.12% |
| APP | $269981 | 524 | 0.10% |
| AIQ | $265877 | 4052 | 0.10% |
| TXN | $247865 | 832 | 0.10% |
| KKR | $234502 | 2555 | 0.09% |
| IJH | $227370 | 2949 | 0.09% |
| FBT | $220323 | 889 | 0.09% |
| SPYG | $218218 | 1834 | 0.08% |
季度涨幅榜
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。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| XLI | 2026年6月30日 | 31330 | $5067007 | 不再跟踪 |
| GEV | 2025年3月31日 | 12214 | $4017551 | 217.8% |
| TSM | 2025年3月31日 | 20180 | $3985369 | 153.1% |
| XOM | 2026年6月30日 | 19364 | $3285281 | 21.7% |
| JTEK | 2026年3月31日 | 34133 | $3074451 | |
| DVY | 2025年3月31日 | 6124 | $804009 | |
| XLF | 2026年3月31日 | 12316 | $674570 | 不再跟踪 |
| XLU | 2025年9月30日 | 7774 | $634825 | 不再跟踪 |
| GFI | 2026年6月30日 | 13501 | $612927 | 43.5% |
| FANG | 2025年6月30日 | 3770 | $602697 | 54.0% |
| XLP | 2025年9月30日 | 6946 | $562419 | 不再跟踪 |
| WDAY | 2025年12月31日 | 1889 | $454739 | -9.0% |
| DNP | 2026年6月30日 | 41967 | $432260 | 1.7% |
| EMMF | 2025年9月30日 | 14924 | $430833 | 不再跟踪 |
| CVX | 2025年3月31日 | 2930 | $424317 | 23.5% |
| EGP | 2026年6月30日 | 2014 | $372703 | 0.5% |
| SFBS | 2025年12月31日 | 4265 | $343467 | -39.4% |
| BXSL | 2026年6月30日 | 13582 | $321758 | 4.4% |
| HAL | 2025年6月30日 | 11104 | $281701 | 74.3% |
| ISRG | 2026年3月31日 | 461 | $261092 | -19.0% |
| EHC | 2025年12月31日 | 2030 | $257851 | 14.0% |
| PFG | 2025年12月31日 | 3073 | $254783 | 27.1% |
| FBT | 2025年6月30日 | 1327 | $225790 | 不再跟踪 |
| CMG | 2026年3月31日 | 6044 | $223628 | 12.1% |
| PFE | 2026年6月30日 | 7806 | $219204 | 16.5% |
| CSX | 2025年3月31日 | 6405 | $206683 | 74.9% |
| AIQ | 2026年3月31日 | 4052 | $206104 | |
| LMT | 2026年6月30日 | 336 | $203033 | 11.6% |
| AZN | 2026年6月30日 | 1024 | $202033 | -12.7% |
| DG | 2026年3月31日 | 1511 | $200679 | 2.6% |
| XLV | 2026年3月31日 | 1296 | $200571 | 不再跟踪 |
| VOOG | 2025年3月31日 | 548 | $200480 | 不再跟踪 |
| SBSW | 2026年3月31日 | 11200 | $159600 | 3.3% |
| BTG | 2026年3月31日 | 22676 | $102269 | 不再跟踪 |
| SBSW | 2025年6月30日 | 11200 | $51296 | 76.2% |