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Sulzberger Capital Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sulzberger Capital Advisors, Inc.

报告期 2026-03-31 · CIK 0002056727

持仓数

49

前50大市值合计

$98.0M

报告期

2026-03-31

当前持仓调仓

前 49 大持仓

标的

类型

市值

股数

占比*

SHV ISHARES TR

TRUST ISHARE 0-1

$20.7M

187,087

21.1%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$7.4M

130,258

7.5%

NVDA NVIDIA CORPORATION

COM

$5.7M

32,662

5.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$5.1M

8,453

5.2%

PMMF BLACKROCK ETF TRUST

ISHARES PRIME MO

$4.9M

48,478

5.0%

MSFT MICROSOFT CORP

COM

$4.1M

11,045

4.2%

SGOV ISHARES TR

0-3 MNTH TREASRY

$4.0M

39,346

4.0%

LQTI FIRST TR EXCHANGE-TRADED FD

VEST INVESTMENT

$3.5M

179,981

3.6%

GOOGL ALPHABET INC

CAP STK CL A

$3.3M

11,545

3.4%

NEE NEXTERA ENERGY INC

COM

$3.2M

34,812

3.3%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$3.2M

13,477

3.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.0M

9,250

3.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.5M

5,297

2.6%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$2.4M

42,448

2.4%

GLD SPDR GOLD TR

GOLD SHS

$1.8M

4,195

1.8%

AVGO BROADCOM INC

COM

$1.8M

5,743

1.8%

AMZN AMAZON COM INC

COM

$1.7M

8,267

1.8%

SIVR ABRDN SILVER ETF TRUST

PHYSCL SILVR SHS

$1.7M

23,847

1.7%

AAPL APPLE INC

COM

$1.4M

5,506

1.4%

HD HOME DEPOT INC

COM

$1.4M

4,215

1.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.2M

2,140

1.3%

JPM JPMORGAN CHASE & CO

COM

$1.2M

4,142

1.2%

VPU VANGUARD WORLD FD

UTILITIES ETF

$1.2M

5,993

1.2%

CSCO CISCO SYS INC

COM

$890.7K

11,480

0.9%

PG PROCTER & GAMBLE CO

COM

$842.5K

5,833

0.9%

LLY ELI LILLY & CO

COM

$806.7K

877

0.8%

NFLX NETFLIX INC.

COM

$651.5K

6,776

0.7%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$627.2K

1,856

0.6%

ABBV ABBVIE INC

COM

$591.1K

2,718

0.6%

JNJ JOHNSON & JOHNSON

COM

$586.7K

2,400

0.6%

COST COSTCO WHOLESALE CORPORATION

COM

$566.0K

568

0.6%

GS GOLDMAN SACHS GROUP INC

COM

$529.6K

626

0.5%

PANW PALO ALTO NETWORKS INC

COM

$492.2K

3,070

0.5%

V VISA INC

COM CL A

$458.8K

1,518

0.5%

ESGV VANGUARD WORLD FD

ESG US STK ETF

$433.7K

3,863

0.4%

AMAT APPLIED MATLS INC

COM

$410.1K

1,200

0.4%

CVX CHEVRON CORPORATION

COM

$389.8K

1,884

0.4%

SPSB SPDR SERIES TRUST

STATE STREET SPD

$387.0K

12,870

0.4%

DHR DANAHER CORP DEL

COM

$320.4K

1,690

0.3%

MCD MCDONALDS CORP

COM

$317.9K

1,023

0.3%

PEP PEPSICO INC

COM

$309.6K

1,994

0.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$304.0K

696

0.3%

— LINDE PLC

SHS

$297.5K

600

0.3%

ABT ABBOTT LABORATORIES

COM

$273.4K

2,663

0.3%

RTX RTX CORPORATION

COM

$269.7K

1,398

0.3%

IAU ISHARES GOLD TR

ISHARES NEW

$267.2K

3,031

0.3%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$237.1K

3,700

0.2%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$230.0K

600

0.2%

SHEL SHELL PLC

SPON ADS

$212.4K

2,284

0.2%

* 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

49%前 6 大占比

SHV21.1%JEPI7.5%NVDA5.8%VOO5.2%PMMF5.0%MSFT4.2%