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Solutions 4 Wealth, Ltd 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Solutions 4 Wealth, Ltd

报告期 2026-03-31 · CIK 0002006405

持仓数

55

前50大市值合计

$65.9M

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*

VVR INVESCO SR INCOME TR

COM

$9.1M

2,822,329

13.8%

WTPI WISDOMTREE TR

EQUITY PREMIUM

$6.3M

196,992

9.5%

QYLD GLOBAL X FDS

NASDAQ 100 COVER

$5.7M

334,859

8.7%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$3.2M

24,315

4.9%

AAPL APPLE INC

COM

$3.0M

11,851

4.6%

FNX FIRST TR EXCHANGE-TRADED ALP

COM SHS

$2.9M

22,247

4.3%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$2.7M

48,103

4.1%

AIQ GLOBAL X FDS

ARTIFICIAL ETF

$2.3M

48,733

3.5%

XMHQ INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY

$2.0M

19,409

3.0%

NVS NOVARTIS AG

SPONSORED ADR

$1.6M

10,730

2.5%

ROBO EXCHANGE TRADED CONCEPTS TRU

ROBO GLB ETF

$1.4M

21,028

2.2%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$1.4M

13,033

2.2%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$1.4M

29,098

2.1%

PWV INVESCO EXCHANGE TRADED FD T

LARGE CAP VALUE

$1.3M

18,990

2.0%

NUKZ EXCHANGE TRADED CONCEPTS TRU

RANGE NUCLEAR RE

$1.3M

19,773

2.0%

CIBR FIRST TR EXCHANGE-TRADED FD

NASDAQ CYB ETF

$1.1M

17,521

1.7%

SLYG SPDR SERIES TRUST

STATE STREET SPD

$1.1M

11,143

1.6%

DTCR GLOBAL X FDS

DATA CTR & DIGIT

$948.5K

39,586

1.4%

IHAK ISHARES TR

CYBERSECURITY

$947.6K

21,709

1.4%

SCYB SCHWAB STRATEGIC TR

HIGH YIELD BD ET

$938.8K

36,106

1.4%

XMVM INVESCO EXCHANGE TRADED FD T

S&P MDCP VLU MNT

$922.1K

14,159

1.4%

RYLD GLOBAL X FDS

RUSSELL 2000

$921.8K

61,660

1.4%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$836.2K

18,222

1.3%

SBSI SOUTHSIDE BANCSHARES INC

COM

$753.7K

24,242

1.1%

GRID FIRST TR EXCHANGE-TRADED FD

NASDQ CLN EDGE

$745.3K

4,556

1.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$738.0K

1,135

1.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$729.5K

2,274

1.1%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$696.9K

7,118

1.1%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$688.2K

2,277

1.0%

— EXXON MOBIL CORP

COM

$667.4K

3,934

1.0%

XSMO INVESCO EXCHANGE TRADED FD T

S&P SMLCP MOMENT

$581.3K

7,646

0.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$511.1K

886

0.8%

VDE VANGUARD WORLD FD

ENERGY ETF

$488.7K

2,824

0.7%

VGT VANGUARD WORLD FD

INF TECH ETF

$486.3K

697

0.7%

COP CONOCOPHILLIPS

COM

$483.0K

3,659

0.7%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$471.2K

18,775

0.7%

MGV VANGUARD WORLD FD

MEGA CAP VAL ETF

$433.4K

2,990

0.7%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$400.0K

1,841

0.6%

XYLD GLOBAL X FDS

S&P 500 COVERED

$399.7K

10,214

0.6%

JNJ JOHNSON & JOHNSON

COM

$398.7K

1,631

0.6%

VIOO VANGUARD ADMIRAL FDS INC

SMLLCP 600 IDX

$361.0K

3,144

0.5%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$347.0K

7,028

0.5%

TSLA TESLA INC

COM

$290.7K

782

0.4%

— ALCON AG

ORD SHS

$273.4K

3,629

0.4%

GLD SPDR GOLD TR

GOLD SHS

$256.9K

597

0.4%

BAC BANK AMERICA CORP

COM

$255.4K

5,239

0.4%

MSFT MICROSOFT CORP

COM

$254.7K

688

0.4%

— TRANE TECHNOLOGIES PLC

SHS

$253.0K

607

0.4%

GOOGL ALPHABET INC

CAP STK CL A

$241.3K

839

0.4%

VHT VANGUARD WORLD FD

HEALTH CAR ETF

$234.6K

862

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

46%前 6 大占比

VVR13.8%WTPI9.5%QYLD8.7%XLK4.9%AAPL4.6%FNX4.3%