Significant Wealth Partners LLC
CARY IL · SEC CIK 0001964680
$8,117.56万2026Q1 申报市值
111持仓数
29.9%前十大占比 · 第一大 7.5%
40 / 3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
FLNG 新建仓+$196.70万
ARES 新建仓+$192.09万
HTGC 新建仓+$184.83万
QYLD 新建仓+$182.22万
FSK 新建仓+$180.35万
2026Q1 卖出最多 按季末市值估算
ELEVATION SERIES 清仓-$5,064.52万
SPY 减仓-$73.68万
MSFT 清仓-$42.46万
ABT 清仓-$38.85万
TSLA 减仓-$29.59万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | RIVERNORTH CAP AND INCM FD I | $175.92万 | 2.17% | 120,905 | 120,905 | — | $175.92万 | 新建仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $176.87万 | 2.18% | 88,789 | 88,789 | — | $176.87万 | 新建仓 |
| CGBD | CARLYLE SECURED LENDING INC | $177.56万 | 2.19% | 162,306 | 162,306 | — | $177.56万 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $179.50万 | 2.21% | 12,005 | 12,005 | — | $179.50万 | 新建仓 |
| FSK | FS KKR CAP CORP | $180.35万 | 2.22% | 177,162 | 177,162 | — | $180.35万 | 新建仓 |
| ABBV | ABBVIE INC | $180.81万 | 2.23% | 8,313 | 5,000 | 150.9% | $108.75万 | 加仓 |
| QYLD | GLOBAL X FDS | $182.22万 | 2.24% | 106,250 | 106,250 | — | $182.22万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $184.83万 | 2.28% | 125,136 | 125,136 | — | $184.83万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $185.31万 | 2.28% | 4,545 | -219 | -4.6% | -$8.93万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $187.43万 | 2.31% | 2,882 | -1,133 | -28.2% | -$73.68万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $192.09万 | 2.37% | 17,607 | 17,607 | — | $192.09万 | 新建仓 |
| SBR | SABINE RTY TR | $196.58万 | 2.42% | 26,210 | 20,909 | 394.4% | $156.82万 | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $196.68万 | 2.42% | 35,425 | 25,052 | 241.5% | $139.09万 | 加仓 |
| FLNG | FLEX LNG LTD | $196.70万 | 2.42% | 66,206 | 66,206 | — | $196.70万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $293.61万 | 3.62% | 6,127 | 12 | 0.2% | $5,750 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $611.73万 | 7.54% | 123,607 | 18,647 | 17.8% | $92.28万 | 加仓 |