Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- 最新申報
- 2025/11/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位。
- 持股檔數
- 929
- 2025 年第 1 季沒有申報
- 總值
- $22.5 億
- 2025 年第 1 季沒有申報
Wetherby Asset Management Inc 沒有申報 2025 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 653,281 | $1.34 億 | 6.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 234,674 | $1.17 億 | 5.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 694,150 | $1.10 億 | 4.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 316,707 | $9,626 萬 | 4.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 323,046 | $7,087 萬 | 3.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 64,526 | $4,763 萬 | 2.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 724,951 | $4,133 萬 | 1.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 230,067 | $4,054 萬 | 1.8% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 61,002 | $3,769 萬 | 1.7% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 22,346 | $2,992 萬 | 1.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 94,569 | $2,742 萬 | 1.2% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 200,372 | $2,575 萬 | 1.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 90,889 | $2,505 萬 | 1.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 106,350 | $2,409 萬 | 1.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 54,980 | $1,952 萬 | 0.9% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 25,010 | $1,950 萬 | 0.9% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 53,320 | $1,694 萬 | 0.8% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 86,759 | $1,539 萬 | 0.7% | – | – | 歷史 |
| MAMastercard Inc | Stock | 27,359 | $1,537 萬 | 0.7% | – | – | 歷史 |
| CMCCommercial Metals Co | Stock | 280,997 | $1,374 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 86,144 | $1,316 萬 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,921 | $1,279 萬 | 0.6% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 112,123 | $1,234 萬 | 0.5% | – | – | – |
| ORCLOracle Corp | Stock | 56,413 | $1,233 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 32,228 | $1,182 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 20,227 | $1,149 萬 | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 114,774 | $1,122 萬 | 0.5% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 54,677 | $1,069 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 186,425 | $922.1 萬 | 0.4% | – | – | – |
| ASMLASML Holding NV | ADR | 10,994 | $881.0 萬 | 0.4% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 12,003 | $849.5 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 178,505 | $844.7 萬 | 0.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 61,387 | $834.9 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 44,679 | $829.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 139,943 | $828.5 萬 | 0.4% | – | – | – |
| ACNAccenture plc | Stock | 27,479 | $821.3 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 50,481 | $804.3 萬 | 0.4% | – | – | 歷史 |
| TELTE Connectivity plc | Stock | 47,475 | $800.8 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 113,461 | $787.2 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 28,846 | $786.6 萬 | 0.4% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 9,844 | $775.3 萬 | 0.3% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 14,580 | $768.8 萬 | 0.3% | – | – | 歷史 |
| SAPSAP SE | ADR | 25,227 | $767.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 101,964 | $750.8 萬 | 0.3% | – | – | – |
| AXPAmerican Express Co | Stock | 23,533 | $750.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 21,032 | $738.2 萬 | 0.3% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 21,541 | $731.5 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 67,123 | $723.6 萬 | 0.3% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,529 | $671.2 萬 | 0.3% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 4,389 | $667.4 萬 | 0.3% | – | – | 歷史 |
| PENPenumbra Inc | COM | 25,868 | $663.9 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 83,012 | $657.1 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 21,024 | $655.9 萬 | 0.3% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 91,959 | $634.7 萬 | 0.3% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 44,390 | $629.9 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 89,003 | $629.7 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 50,490 | $626.1 萬 | 0.3% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 234,412 | $610.2 萬 | 0.3% | – | – | 歷史 |
| NVSNovartis AG | ADR | 49,964 | $604.6 萬 | 0.3% | – | – | 歷史 |
| ANETArista Networks, Inc. | Stock | 58,597 | $599.5 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 20,091 | $587.0 萬 | 0.3% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 30,761 | $560.3 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,526 | $546.1 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 29,640 | $542.6 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 33,941 | $540.5 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 13,876 | $536.8 萬 | 0.2% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 14,931 | $533.0 萬 | 0.2% | – | – | 歷史 |
| LINLinde PLC | Stock | 11,326 | $531.4 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 37,613 | $529.8 萬 | 0.2% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 57,903 | $528.3 萬 | 0.2% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 879 | $508.9 萬 | 0.2% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 71,774 | $501.6 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 21,699 | $499.3 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 37,265 | $492.0 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 18,971 | $488.3 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 11,363 | $482.5 萬 | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 35,412 | $479.1 萬 | 0.2% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 42,962 | $476.3 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 15,138 | $466.9 萬 | 0.2% | – | – | 歷史 |
| KBKB Financial Group Inc. | SPONSORED ADR | 55,945 | $462.0 萬 | 0.2% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 43,632 | $460.8 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 37,056 | $457.6 萬 | 0.2% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 14,668 | $456.9 萬 | 0.2% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 17,115 | $456.7 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 7,296 | $453.0 萬 | 0.2% | – | – | – |
| AMGNAmgen Inc | Stock | 16,120 | $450.1 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 73,696 | $449.1 萬 | 0.2% | – | – | – |
| CICigna Group | Stock | 13,574 | $448.7 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 49,656 | $443.9 萬 | 0.2% | – | – | – |
| TMToyota Motor Corp | ADS | 25,756 | $443.7 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 21,258 | $441.4 萬 | 0.2% | – | – | 歷史 |
| UBSUBS Group AG | Stock | 129,469 | $437.9 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 29,962 | $437.5 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 11,021 | $436.0 萬 | 0.2% | – | – | 歷史 |
| IBNIcici Bank Ltd | ADR | 129,210 | $434.7 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 11,149 | $432.8 萬 | 0.2% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 7,630 | $432.2 萬 | 0.2% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 8,545 | $428.6 萬 | 0.2% | – | – | 歷史 |
| CBRECbre Group, Inc. | CL A | 30,309 | $424.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 20,391 | $417.3 萬 | 0.2% | – | – | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | – | $68.0 萬 |