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Finer Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Finer Wealth Management, Inc.

报告期 2026-03-31 · CIK 0001929071

持仓数

87

前50大市值合计

$185.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$17.3M

68,343

9.4%

NVDA NVIDIA CORPORATION

COM

$14.4M

82,770

7.8%

LLY ELI LILLY & CO

COM

$12.1M

13,172

6.5%

MSFT MICROSOFT CORP

COM

$11.9M

32,159

6.4%

GOOGL ALPHABET INC

CAP STK CL A

$10.3M

35,779

5.6%

AMZN AMAZON COM INC

COM

$9.2M

44,322

5.0%

META META PLATFORMS INC

CL A

$7.9M

13,845

4.3%

CAT CATERPILLAR INC

COM

$7.1M

9,959

3.8%

JPM JPMORGAN CHASE & CO

COM

$6.2M

21,172

3.4%

WMT WALMART INC

COM

$6.1M

49,156

3.3%

MRK MERCK & CO INC

COM

$5.5M

45,355

2.9%

AMD ADVANCED MICRO DEVICES INC

COM

$4.5M

22,272

2.4%

— EXXON MOBIL CORP

COM

$4.3M

25,375

2.3%

T AT&T INC

COM

$3.8M

131,708

2.1%

PG PROCTER & GAMBLE CO

COM

$3.8M

26,133

2.0%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$3.7M

11,089

2.0%

VZ VERIZON COMMUNICATIONS INC

COM

$3.5M

69,626

1.9%

MCD MCDONALDS CORP

COM

$3.3M

10,688

1.8%

CVX CHEVRON CORPORATION

COM

$3.2M

15,423

1.7%

SCHW SCHWAB CHARLES CORP

COM

$3.0M

32,419

1.6%

IBIT ISHARES BITCOIN TRUST ETF

SHS BEN INT

$2.7M

71,374

1.5%

TSLA TESLA INC

COM

$2.6M

6,994

1.4%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$2.6M

17,671

1.4%

PEP PEPSICO INC

COM

$2.4M

15,668

1.3%

— ASML HLDG NV

N Y REGISTRY SHS

$2.1M

1,622

1.2%

GLD SPDR GOLD TR

GOLD SHS

$2.1M

4,925

1.1%

KO COCA COLA CO

COM

$2.1M

27,638

1.1%

CRM SALESFORCE INC

COM

$2.0M

10,735

1.1%

MO ALTRIA GROUP INC

COM

$1.7M

26,122

0.9%

GOOG ALPHABET INC

CAP STK CL C

$1.6M

5,706

0.9%

RTX RTX CORPORATION

COM

$1.5M

7,620

0.8%

SHY ISHARES TR

1 3 YR TREAS BD

$1.4M

17,313

0.8%

EIRL ISHARES TR

MSCI IRELAND ETF

$1.4M

20,596

0.8%

LQD ISHARES TR

IBOXX INV CP ETF

$1.4M

12,914

0.8%

IBB ISHARES TR

ISHARES BIOTECH

$1.3M

7,987

0.7%

LMT LOCKHEED MARTIN CORP

COM

$1.3M

2,104

0.7%

AVGO BROADCOM INC

COM

$1.3M

4,105

0.7%

CSCO CISCO SYS INC

COM

$1.3M

16,334

0.7%

MSTR STRATEGY INC

CL A NEW · 认购

$1.2M

10,000

0.7%

GBTC GRAYSCALE BITCOIN TRUST ETF

SHS REP COM UT

$1.1M

21,771

0.6%

JNJ JOHNSON & JOHNSON

COM

$989.6K

4,048

0.5%

BTI BRITISH AMERN TOB PLC

SPONSORED ADR

$956.0K

16,350

0.5%

MU MICRON TECHNOLOGY INC

COM

$932.9K

2,761

0.5%

XEL XCEL ENERGY INC

COM

$869.2K

10,942

0.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$859.0K

1,321

0.5%

SLV ISHARES SILVER TR

ISHARES

$844.9K

12,400

0.5%

COST COSTCO WHOLESALE CORPORATION

COM

$765.3K

768

0.4%

BAC BANK AMERICA CORP

COM

$764.5K

15,681

0.4%

ETHE GRAYSCALE ETHEREUM STAKING E

SHS

$744.3K

43,600

0.4%

MSTR STRATEGY INC

CL A NEW

$739.9K

5,929

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

AAPL9.4%NVDA7.8%LLY6.5%MSFT6.4%GOOGL5.6%AMZN5.0%