Significant Wealth Partners LLC
CARY IL · SEC CIK 0001964680
$9,235.69万2026Q2 申报市值
116持仓数
32.0%前十大占比 · 第一大 8.6%
8 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BRK/B 加仓+$68.00万
JEPQ 加仓+$62.98万
GPIQ 加仓+$61.36万
DVN 新建仓+$52.30万
VOOG 加仓+$31.56万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$63.70万
VOO 减仓-$62.99万
VTI 清仓-$59.22万
AAPL 清仓-$39.11万
CNX 清仓-$21.32万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -18,126 | -100.0% | -$63.70万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,846 | -100.0% | -$59.22万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -1,541 | -100.0% | -$39.11万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -5,530 | -100.0% | -$21.32万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -799 | -100.0% | -$20.33万 | 清仓 |
| — | MEREO BIOPHARMA GROUP PLC | $1.04万 | 0.01% | 32,677 | 7,043 | 27.5% | $2,238 | 加仓 |
| PSEC | PROSPECT CAP CORP | $4.10万 | 0.04% | 17,754 | 2,227 | 14.3% | $5,144 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP | $4.84万 | 0.05% | 14,417 | 3,319 | 29.9% | $1.12万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $6.43万 | 0.07% | 16,976 | 16,976 | — | $6.43万 | 新建仓 |
| — | STELLUS CAP INVT CORP | $8.53万 | 0.09% | 10,131 | 114 | 1.1% | $960 | 加仓 |
| ARKO | ARKO CORP | $8.88万 | 0.10% | 11,059 | 288 | 2.7% | $2,313 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $9.11万 | 0.10% | 20,432 | 575 | 2.9% | $2,565 | 加仓 |
| — | GREAT ELM CAP CORP | $9.14万 | 0.10% | 16,771 | 298 | 1.8% | $1,624 | 加仓 |
| — | SIGA TECHNOLOGIES INC | $9.17万 | 0.10% | 25,192 | 2,061 | 8.9% | $7,502 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $10.17万 | 0.11% | 17,028 | 179 | 1.1% | $1,069 | 加仓 |
| FLO | FLOWERS FOODS INC | $10.92万 | 0.12% | 13,821 | 548 | 4.1% | $4,329 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $13.34万 | 0.14% | 11,090 | 194 | 1.8% | $2,334 | 加仓 |
| CLW | CLEARWATER PAPER CORP | $16.02万 | 0.17% | 10,215 | 10,215 | — | $16.02万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $16.83万 | 0.18% | 30,381 | -9,407 | -23.6% | -$5.21万 | 减仓 |
| — | SPOK HLDGS INC | $18.58万 | 0.20% | 18,145 | 1,462 | 8.8% | $1.50万 | 加仓 |
| — | TIDAL TRUST III | $19.42万 | 0.21% | 10,533 | -5 | -0.0% | -$92 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $20.90万 | 0.23% | 3,372 | 3,372 | — | $20.90万 | 新建仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $21.04万 | 0.23% | 10,424 | 800 | 8.3% | $1.61万 | 重新持有 |
| SJM | SMUCKER J M CO | $21.12万 | 0.23% | 1,877 | 1,877 | — | $21.12万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $21.37万 | 0.23% | 16,590 | 310 | 1.9% | $3,993 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $21.40万 | 0.23% | 4,361 | 93 | 2.2% | $4,563 | 加仓 |
| KO | COCA COLA CO | $21.46万 | 0.23% | 2,641 | 2,641 | — | $21.46万 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $22.42万 | 0.24% | 546 | 546 | — | $22.42万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $22.49万 | 0.24% | 5,502 | 184 | 3.5% | $7,520 | 加仓 |
| SHV | ISHARES TR | $22.79万 | 0.25% | 2,065 | 13 | 0.6% | $1,434 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $23.05万 | 0.25% | 2,100 | 2,100 | — | $23.05万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $23.07万 | 0.25% | 1,825 | 68 | 3.9% | $8,595 | 加仓 |
| XEL | XCEL ENERGY INC | $23.18万 | 0.25% | 2,887 | 75 | 2.7% | $6,022 | 加仓 |
| PCAR | PACCAR INC | $23.78万 | 0.26% | 1,980 | 42 | 2.2% | $5,044 | 加仓 |
| ASLE | AERSALE CORPORATION | $24.49万 | 0.27% | 38,747 | 1,327 | 3.5% | $8,387 | 加仓 |
| MMSI | MERIT MED SYS INC | $24.50万 | 0.27% | 3,534 | 170 | 5.1% | $1.18万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $24.70万 | 0.27% | 11,092 | 748 | 7.2% | $1.67万 | 加仓 |
| ERIE | ERIE INDTY CO | $25.56万 | 0.28% | 1,066 | 18 | 1.7% | $4,316 | 加仓 |
| HCC | WARRIOR MET COAL INC | $26.28万 | 0.28% | 3,238 | 29 | 0.9% | $2,354 | 加仓 |
| CLX | CLOROX CO DEL | $27.53万 | 0.30% | 2,884 | 93 | 3.3% | $8,876 | 加仓 |
| RTX | RTX CORPORATION | $27.89万 | 0.30% | 1,470 | 304 | 26.1% | $5.77万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $28.01万 | 0.30% | 8,558 | 238 | 2.9% | $7,790 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.22万 | 0.31% | 8,478 | 2,313 | 37.5% | $7.70万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $28.40万 | 0.31% | 2,567 | 76 | 3.1% | $8,407 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $28.41万 | 0.31% | 7,284 | 197 | 2.8% | $7,685 | 加仓 |
| ECL | ECOLAB INC | $28.86万 | 0.31% | 1,036 | 3 | 0.3% | $836 | 加仓 |
| KR | KROGER CO | $30.43万 | 0.33% | 5,481 | 85 | 1.6% | $4,720 | 加仓 |
| — | EXXON MOBIL CORP | $30.99万 | 0.34% | 2,267 | -20 | -0.9% | -$2,734 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $32.23万 | 0.35% | 4,611 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $32.46万 | 0.35% | 1,914 | 12 | 0.6% | $2,035 | 加仓 |
| CAH | CARDINAL HEALTH INC | $34.12万 | 0.37% | 1,436 | -57 | -3.8% | -$1.35万 | 减仓 |
| IMKTA | INGLES MKTS INC | $35.24万 | 0.38% | 3,978 | 60 | 1.5% | $5,315 | 加仓 |
| HSY | HERSHEY CO | $35.99万 | 0.39% | 2,051 | 60 | 3.0% | $1.05万 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $36.30万 | 0.39% | 29,349 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC | $37.61万 | 0.41% | 6,313 | -132 | -2.0% | -$7,863 | 减仓 |
| WMT | WALMART INC | $37.81万 | 0.41% | 3,339 | 46 | 1.4% | $5,210 | 加仓 |
| AMZN | AMAZON COM INC | $41.49万 | 0.45% | 1,741 | -83 | -4.6% | -$1.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $43.16万 | 0.47% | 9,730 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORPORATION | $46.12万 | 0.50% | 5,784 | -14 | -0.2% | -$1,116 | 减仓 |
| GIS | GENERAL MILLS INC | $46.32万 | 0.50% | 13,312 | 651 | 5.1% | $2.27万 | 加仓 |
| EXC | EXELON CORP | $46.47万 | 0.50% | 9,968 | 0 | 0.0% | — | 不变 |
| OCSL | OAKTREE SPECIALTY LENDING | $46.49万 | 0.50% | 38,933 | 657 | 1.7% | $7,845 | 加仓 |
| IRM | IRON MTN INC DEL | $47.25万 | 0.51% | 3,741 | 48 | 1.3% | $6,063 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $48.08万 | 0.52% | 13,582 | 323 | 2.4% | $1.14万 | 加仓 |
| WSO | WATSCO INC | $48.80万 | 0.53% | 1,171 | 17 | 1.5% | $7,084 | 加仓 |
| GOOGL | ALPHABET INC | $50.20万 | 0.54% | 1,405 | 669 | 90.9% | $23.90万 | 重新持有 |
| INCY | INCYTE CORP | $50.80万 | 0.55% | 4,481 | 71 | 1.6% | $8,049 | 加仓 |
| GILD | GILEAD SCIENCES INC | $51.59万 | 0.56% | 4,083 | 9 | 0.2% | $1,137 | 加仓 |
| AGNC | AGNC INVT CORP | $52.07万 | 0.56% | 47,774 | -155 | -0.3% | -$1,690 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $52.30万 | 0.57% | 12,658 | 12,658 | — | $52.30万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $52.43万 | 0.57% | 6,613 | -51 | -0.8% | -$4,044 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $52.67万 | 0.57% | 2,226 | 0 | 0.0% | — | 不变 |
| ETD | ETHAN ALLEN INTERIORS INC | $54.62万 | 0.59% | 24,449 | 430 | 1.8% | $9,606 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $56.90万 | 0.62% | 2,441 | 29 | 1.2% | $6,760 | 加仓 |
| VOO | VANGUARD INDEX FDS | $59.01万 | 0.64% | 859 | -917 | -51.6% | -$62.99万 | 减仓 |
| UDOW | PROSHARES TR | $60.40万 | 0.65% | 8,617 | 201 | 2.4% | $1.41万 | 加仓 |
| MOD | MODINE MFG CO | $61.17万 | 0.66% | 2,291 | -32 | -1.4% | -$8,545 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $63.35万 | 0.69% | 8,949 | 15 | 0.2% | $1,062 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $66.11万 | 0.72% | 1,138 | -97 | -7.9% | -$5.63万 | 减仓 |
| T | AT&T INC | $66.29万 | 0.72% | 32,026 | 4,606 | 16.8% | $9.53万 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $66.93万 | 0.72% | 53,455 | 939 | 1.8% | $1.18万 | 加仓 |
| TSLA | TESLA INC | $67.09万 | 0.73% | 1,595 | 1 | 0.1% | $421 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $67.57万 | 0.73% | 805 | -19 | -2.3% | -$1.59万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $67.95万 | 0.74% | 2,510 | 31 | 1.3% | $8,392 | 加仓 |
| GEV | GE VERNOVA INC | $68.14万 | 0.74% | 580 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $73.46万 | 0.80% | 2,876 | 3 | 0.1% | $766 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $75.28万 | 0.82% | 3,031 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $75.41万 | 0.82% | 1,427 | 22 | 1.6% | $1.16万 | 加仓 |
| TQQQ | PROSHARES TR | $84.67万 | 0.92% | 10,453 | 103 | 1.0% | $8,343 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $86.08万 | 0.93% | 11,461 | 91 | 0.8% | $6,835 | 加仓 |
| GE | GE AEROSPACE | $89.81万 | 0.97% | 2,403 | -1 | -0.0% | -$374 | 减仓 |
| NVDA | NVIDIA CORPORATION | $95.07万 | 1.03% | 4,751 | 78 | 1.7% | $1.56万 | 加仓 |
| DX | DYNEX CAP INC | $97.60万 | 1.06% | 74,446 | 1,413 | 1.9% | $1.85万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $102.86万 | 1.11% | 61,593 | 1,131 | 1.9% | $1.89万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $108.83万 | 1.18% | 4,743 | -57 | -1.2% | -$1.31万 | 减仓 |
| BIL | SPDR SERIES TRUST | $110.60万 | 1.20% | 12,069 | 1,953 | 19.3% | $17.90万 | 加仓 |
| FDUS | FIDUS INVT CORP | $123.63万 | 1.34% | 64,831 | 1,185 | 1.9% | $2.26万 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $125.22万 | 1.36% | 231,033 | 4,917 | 2.2% | $2.67万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $134.29万 | 1.45% | 5,921 | 55 | 0.9% | $1.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $137.96万 | 1.49% | 1,874 | 95 | 5.3% | $6.99万 | 加仓 |