Solidarity Wealth, LLC
Lehi UT · SEC CIK 0001906613
$5.21亿2026Q1 申报市值
83持仓数
59.1%前十大占比 · 第一大 10.4%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RSP 加仓+$594.24万
C 加仓+$356.99万
AAPL 加仓+$325.61万
FICO 加仓+$302.22万
META 加仓+$290.47万
2026Q1 卖出最多 按季末市值估算
DE 减仓-$225.38万
MA 减仓-$208.56万
LLY 重新持有-$199.68万
SPY 减仓-$97.62万
UNH 减仓-$95.49万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $5,394.32万 | 10.36% | 212,550 | 12,830 | 6.4% | $325.61万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,597.36万 | 6.91% | 187,440 | 30,963 | 19.8% | $594.24万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,511.42万 | 6.74% | 299,967 | 12,682 | 4.4% | $148.46万 | 加仓 |
| GOOGL | ALPHABET INC | $3,484.60万 | 6.69% | 121,178 | 4,119 | 3.5% | $118.45万 | 加仓 |
| AMZN | AMAZON COM INC | $3,401.82万 | 6.53% | 163,337 | 9,257 | 6.0% | $192.80万 | 加仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $2,845.73万 | 5.46% | 235,184 | 20,408 | 9.5% | $246.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,575.14万 | 4.95% | 69,566 | 6,693 | 10.6% | $247.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,375.39万 | 4.56% | 49,570 | 3,088 | 6.6% | $147.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,933.79万 | 3.71% | 29,735 | -1,501 | -4.8% | -$97.62万 | 减仓 |
| V | VISA INC | $1,672.94万 | 3.21% | 55,351 | 6,662 | 13.7% | $201.35万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,375.85万 | 2.64% | 149,046 | 22,607 | 17.9% | $208.69万 | 加仓 |
| AZO | AUTOZONE INC | $1,374.08万 | 2.64% | 4,068 | 329 | 8.8% | $111.13万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,307.98万 | 2.51% | 6,833 | 690 | 11.2% | $132.08万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,239.88万 | 2.38% | 14,656 | 1,955 | 15.4% | $165.39万 | 加仓 |
| MCD | MCDONALDS CORP | $1,132.35万 | 2.17% | 36,434 | 4,828 | 15.3% | $150.05万 | 加仓 |
| ASML | ASML HLDG NV | $1,116.24万 | 2.14% | 8,451 | 683 | 8.8% | $90.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,061.33万 | 2.04% | 21,241 | -4,174 | -16.4% | -$208.56万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $937.42万 | 1.80% | 32,270 | 4,797 | 17.5% | $139.35万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $905.64万 | 1.74% | 2,151 | 554 | 34.7% | $233.25万 | 加仓 |
| FICO | FAIR ISAAC CORP | $872.50万 | 1.68% | 8,173 | 2,831 | 53.0% | $302.22万 | 加仓 |
| META | META PLATFORMS INC | $867.93万 | 1.67% | 15,170 | 5,077 | 50.3% | $290.47万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $846.27万 | 1.63% | 6,710 | 1,095 | 19.5% | $138.10万 | 加仓 |
| C | CITIGROUP INC | $829.47万 | 1.59% | 73,139 | 31,478 | 75.6% | $356.99万 | 加仓 |
| PBI | PITNEY BOWES INC | $825.25万 | 1.58% | 746,833 | 156,904 | 26.6% | $173.38万 | 加仓 |
| NRG | NRG ENERGY INC | $619.59万 | 1.19% | 42,397 | 18,519 | 77.6% | $270.64万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $545.90万 | 1.05% | 19,422 | 1,200 | 6.6% | $33.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $409.07万 | 0.79% | 23,456 | 4,238 | 22.1% | $73.91万 | 加仓 |
| CME | CME GROUP INC | $368.74万 | 0.71% | 12,485 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $354.61万 | 0.68% | 12,055 | 4,787 | 65.9% | $140.81万 | 加仓 |
| QQQ | INVESCO QQQ TR | $333.22万 | 0.64% | 5,773 | 1,080 | 23.0% | $62.34万 | 加仓 |
| CSGP | COSTAR GROUP INC | $327.98万 | 0.63% | 81,303 | 20,634 | 34.0% | $83.24万 | 加仓 |
| GOOG | ALPHABET INC | $273.00万 | 0.52% | 9,517 | 498 | 5.5% | $14.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $162.20万 | 0.31% | 5,056 | 369 | 7.9% | $11.84万 | 加仓 |
| GEV | GE VERNOVA INC | $157.56万 | 0.30% | 1,805 | 1,805 | — | $157.56万 | 新建仓 |
| SLB | SLB LIMITED | $156.74万 | 0.30% | 30,500 | 30,500 | — | $156.74万 | 新建仓 |
| AVGO | BROADCOM INC | $132.72万 | 0.25% | 4,288 | 3,190 | 290.5% | $98.73万 | 加仓 |
| — | DRILLING TOOLS INTL CORP | $118.00万 | 0.23% | 272,524 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $115.84万 | 0.22% | 6,210 | -6 | -0.1% | -$1,119 | 减仓 |
| RTX | RTX CORPORATION | $113.85万 | 0.22% | 5,902 | -40 | -0.7% | -$7,716 | 减仓 |
| WMT | WALMART INC | $108.33万 | 0.21% | 8,717 | 720 | 9.0% | $8.95万 | 加仓 |
| NFLX | NETFLIX INC. | $107.48万 | 0.21% | 11,178 | 11,178 | — | $107.48万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $104.27万 | 0.20% | 65,661 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $103.74万 | 0.20% | 600 | 62 | 11.5% | $10.72万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $102.27万 | 0.20% | 20,373 | 1,525 | 8.1% | $7.66万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $101.48万 | 0.19% | 1,679 | -7 | -0.4% | -$4,231 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $96.79万 | 0.19% | 3,577 | -3,529 | -49.7% | -$95.49万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $86.29万 | 0.17% | 11,490 | 6,267 | 120.0% | $47.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $85.10万 | 0.16% | 854 | -16 | -1.8% | -$1.59万 | 减仓 |
| WM | WASTE MGMT INC DEL | $84.45万 | 0.16% | 3,675 | -14 | -0.4% | -$3,217 | 减仓 |
| VOO | VANGUARD INDEX FDS | $83.00万 | 0.16% | 1,389 | 203 | 17.1% | $12.13万 | 加仓 |
| ABBV | ABBVIE INC | $80.25万 | 0.15% | 3,690 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $75.58万 | 0.15% | 2,033 | -54 | -2.6% | -$2.01万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $66.33万 | 0.13% | 5,402 | 1,600 | 42.1% | $19.64万 | 加仓 |
| IAU | ISHARES GOLD TR | $62.48万 | 0.12% | 7,087 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $58.63万 | 0.11% | 1,843 | -28 | -1.5% | -$8,908 | 减仓 |
| DE | DEERE & CO | $57.29万 | 0.11% | 1,017 | -4,001 | -79.7% | -$225.38万 | 减仓 |
| ITOT | ISHARES TR | $53.37万 | 0.10% | 3,747 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $51.62万 | 0.10% | 6,400 | 2,722 | 74.0% | $21.95万 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $51.25万 | 0.10% | 72,895 | -5,000 | -6.4% | -$3.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $49.84万 | 0.10% | 2,409 | -66 | -2.7% | -$1.37万 | 减仓 |
| CAT | CATERPILLAR INC | $45.77万 | 0.09% | 646 | 50 | 8.4% | $3.54万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $45.43万 | 0.09% | 5,891 | -1,679 | -22.2% | -$12.95万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $44.99万 | 0.09% | 2,293 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $44.61万 | 0.09% | 303 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $41.90万 | 0.08% | 1,274 | -13 | -1.0% | -$4,276 | 减仓 |
| SHOP | SHOPIFY INC | $39.45万 | 0.08% | 3,326 | -5,131 | -60.7% | -$60.86万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $36.47万 | 0.07% | 10,877 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $34.68万 | 0.07% | 1,544 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $34.12万 | 0.07% | 1,128 | 100 | 9.7% | $3.02万 | 加仓 |
| VFH | VANGUARD WORLD FD | $33.36万 | 0.06% | 2,761 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $31.76万 | 0.06% | 1,603 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $29.62万 | 0.06% | 322 | -2,171 | -87.1% | -$199.68万 | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $28.89万 | 0.06% | 987 | -3,100 | -75.9% | -$90.75万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $28.56万 | 0.05% | 5,039 | 34 | 0.7% | $1,927 | 加仓 |
| WFC | WELLS FARGO & CO | $26.88万 | 0.05% | 3,376 | 3,376 | — | $26.88万 | 新建仓 |
| LOW | LOWES COS INC | $25.12万 | 0.05% | 1,063 | 197 | 22.7% | $4.65万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $24.32万 | 0.05% | 824 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $23.74万 | 0.05% | 2,650 | 2,650 | — | $23.74万 | 新建仓 |
| IJR | ISHARES TR | $23.54万 | 0.05% | 1,894 | -80 | -4.1% | -$9,945 | 减仓 |
| VO | VANGUARD INDEX FDS | $22.97万 | 0.04% | 800 | 106 | 15.3% | $3.04万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $22.63万 | 0.04% | 2,204 | -186 | -7.8% | -$1.91万 | 减仓 |
| IWF | ISHARES TR | $21.87万 | 0.04% | 513 | 513 | — | $21.87万 | 新建仓 |
| IVW | ISHARES TR | $20.70万 | 0.04% | 1,830 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -388 | -100.0% | -$25.70万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$6,480 | 清仓 |