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 |
|---|---|---|---|---|---|---|---|---|
| — | KKR INCOME OPPORTUNITIES FD | $161.64万 | 1.75% | 143,556 | 2,407 | 1.7% | $2.71万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $173.49万 | 1.88% | 164,757 | 2,451 | 1.5% | $2.58万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $175.73万 | 1.90% | 160,924 | 2,748 | 1.7% | $3.00万 | 加仓 |
| — | RIVERNORTH CAP AND INCM FD I | $181.19万 | 1.96% | 123,933 | 3,028 | 2.5% | $4.43万 | 加仓 |
| FLNG | FLEX LNG LTD | $186.37万 | 2.02% | 66,418 | 212 | 0.3% | $5,949 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $187.02万 | 2.03% | 197,283 | 3,190 | 1.6% | $3.02万 | 加仓 |
| FSK | FS KKR CAP CORP | $189.35万 | 2.05% | 180,330 | 3,168 | 1.8% | $3.33万 | 加仓 |
| PGR | PROGRESSIVE CORP | $194.47万 | 2.11% | 8,902 | 173 | 2.0% | $3.78万 | 加仓 |
| SBR | SABINE RTY TR | $194.89万 | 2.11% | 26,624 | 414 | 1.6% | $3.03万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $195.61万 | 2.12% | 17,573 | -34 | -0.2% | -$3,785 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $198.00万 | 2.14% | 147,758 | 2,577 | 1.8% | $3.45万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $199.05万 | 2.16% | 126,219 | 1,083 | 0.9% | $1.71万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $199.14万 | 2.16% | 90,151 | 1,362 | 1.5% | $3.01万 | 加仓 |
| QYLD | GLOBAL X FDS | $199.39万 | 2.16% | 108,187 | 1,937 | 1.8% | $3.57万 | 加仓 |
| ABBV | ABBVIE INC | $213.52万 | 2.31% | 8,485 | 172 | 2.1% | $4.33万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $215.31万 | 2.33% | 12,032 | 27 | 0.2% | $4,832 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $221.72万 | 2.40% | 2,969 | 87 | 3.0% | $6.50万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $256.87万 | 2.78% | 31,090 | 3,820 | 14.0% | $31.56万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $280.70万 | 3.04% | 45,672 | 10,247 | 28.9% | $62.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $374.59万 | 4.06% | 7,486 | 1,359 | 22.2% | $68.00万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $794.48万 | 8.60% | 133,953 | 10,346 | 8.4% | $61.36万 | 加仓 |