Apriem Advisors
- SEC CIK
- 0001425165
- 最新申報
- 2026/8/14
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，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 187
- 較 2025 年第 1 季 +5
- 總值
- $9.41 億
- 較 2025 年第 1 季 +$8,712 萬 (+10.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 6,232,397 | $1.52 億 | 16.2% | +104,866+1.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 811,765 | $5,977 萬 | 6.4% | +27,046+3.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 231,921 | $4,758 萬 | 5.1% | −3,059−1.3% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 460,995 | $4,324 萬 | 4.6% | +111,314+31.8% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 93,976 | $3,441 萬 | 3.7% | +14,760+18.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 603,275 | $3,439 萬 | 3.7% | −6,865−1.1% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 225,025 | $2,952 萬 | 3.1% | +90,468+67.2% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 117,274 | $2,663 萬 | 2.8% | +5,911+5.3% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 287,688 | $2,639 萬 | 2.8% | +58,084+25.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 112,942 | $2,478 萬 | 2.6% | −5,132−4.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 117,673 | $2,074 萬 | 2.2% | −5,976−4.8% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 920,172 | $2,034 萬 | 2.2% | −235,335−20.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 38,735 | $1,927 萬 | 2.0% | +928+2.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 708,636 | $1,878 萬 | 2.0% | +240,568+51.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 140,299 | $1,512 萬 | 1.6% | −1,287−0.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,228 | $1,435 萬 | 1.5% | −4,431−16.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 44,774 | $1,298 萬 | 1.4% | −6,163−12.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 443,144 | $1,275 萬 | 1.4% | +2,728+0.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 234,934 | $1,162 萬 | 1.2% | +16,368+7.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 87,122 | $1,080 萬 | 1.1% | −18,610−17.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 15,238 | $1,078 萬 | 1.1% | +14,519+2,019.3% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 457,705 | $1,064 萬 | 1.1% | +1,421+0.3% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 412,412 | $982.8 萬 | 1.0% | −4,158−1.0% | 減碼 | – |
| LRCXLam Research Corp | Stock | 100,743 | $980.6 萬 | 1.0% | −18,331−15.4% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 29,462 | $912.1 萬 | 1.0% | −7,245−19.7% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 34,043 | $878.3 萬 | 0.9% | −2,957−8.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 54,508 | $861.2 萬 | 0.9% | +1,781+3.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 10,898 | $858.4 萬 | 0.9% | −360−3.2% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 113,450 | $843.2 萬 | 0.9% | −30,559−21.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 17,802 | $824.5 萬 | 0.9% | −7,874−30.7% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 272,974 | $822.7 萬 | 0.9% | −23,208−7.8% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 20,595 | $796.8 萬 | 0.8% | −889−4.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,488 | $703.8 萬 | 0.7% | −9−0.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,703 | $700.8 萬 | 0.7% | +87+0.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 21,447 | $681.3 萬 | 0.7% | −3,872−15.3% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 30,249 | $674.2 萬 | 0.7% | −9,327−23.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,554 | $660.4 萬 | 0.7% | +64+0.4% | 加碼 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 55,230 | $656.9 萬 | 0.7% | +230+0.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 23,585 | $494.2 萬 | 0.5% | −83−0.4% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 92,535 | $481.7 萬 | 0.5% | −150−0.2% | 減碼 | – |
| SNASnap-on Inc | COM | 15,475 | $481.6 萬 | 0.5% | −16,922−52.2% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 9,117 | $478.6 萬 | 0.5% | −3,319−26.7% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 121,939 | $412.2 萬 | 0.4% | −45,525−27.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 25,295 | $385.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 44,800 | $365.8 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 128,842 | $356.5 萬 | 0.4% | −1,425−1.1% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 11,325 | $349.3 萬 | 0.4% | −2,463−17.9% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 22,964 | $325.9 萬 | 0.3% | +375+1.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,936 | $319.0 萬 | 0.3% | +10+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,079 | $301.1 萬 | 0.3% | +66+1.6% | 加碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 71,549 | $291.8 萬 | 0.3% | +20.0% | 加碼 | – |
| MAMastercard Inc | Stock | 5,025 | $282.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,560 | $274.0 萬 | 0.3% | +5,245+83.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,669 | $264.2 萬 | 0.3% | +94+3.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,636 | $259.6 萬 | 0.3% | +1,124+8.3% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 49,956 | $251.1 萬 | 0.3% | −50.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 13,277 | $246.5 萬 | 0.3% | −138−1.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,859 | $244.2 萬 | 0.3% | −31−0.3% | 減碼 | 歷史 |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 49,687 | $237.3 萬 | 0.3% | +330+0.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 5,922 | $234.3 萬 | 0.2% | −574−8.8% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,581 | $231.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 77,470 | $226.3 萬 | 0.2% | +1,271+1.7% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 13,708 | $218.3 萬 | 0.2% | −24−0.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,558 | $208.6 萬 | 0.2% | −27−1.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 13,490 | $193.2 萬 | 0.2% | +308+2.3% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,150 | $182.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,883 | $181.5 萬 | 0.2% | −141−1.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,171 | $176.3 萬 | 0.2% | +509+6.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,051 | $173.3 萬 | 0.2% | −53−1.7% | 減碼 | – |
| BACBank of America Corp | Stock | 33,713 | $159.5 萬 | 0.2% | +4,889+17.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,034 | $156.1 萬 | 0.2% | −215−3.0% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,848 | $151.4 萬 | 0.2% | −22,677−76.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 16,239 | $148.8 萬 | 0.2% | −143−0.9% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,978 | $142.8 萬 | 0.2% | −50−0.7% | 減碼 | 歷史 |
| Amplify ETF Tr032108649 | AMPLIFY JUNIOR S | 95,000 | $140.6 萬 | 0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 56,588 | $137.2 萬 | 0.1% | −2,078−3.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,719 | $134.0 萬 | 0.1% | +934+119.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,774 | $132.2 萬 | 0.1% | +205+4.5% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 12,731 | $127.8 萬 | 0.1% | −40−0.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,351 | $124.6 萬 | 0.1% | +167+3.2% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 4,165 | $116.2 萬 | 0.1% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 2,126 | $112.5 萬 | 0.1% | +130+6.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 38,793 | $112.3 萬 | 0.1% | −600−1.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,272 | $106.0 萬 | 0.1% | +23+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,811 | $103.1 萬 | 0.1% | +155+5.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,070 | $98.9 萬 | 0.1% | +1,824+56.2% | 加碼 | – |
| VVisa Inc. | Stock | 2,724 | $96.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,009 | $95.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,842 | $93.8 萬 | 0.1% | +565+44.2% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,307 | $91.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 5,953 | $86.9 萬 | 0.1% | −58−1.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,704 | $84.7 萬 | 0.1% | +36+0.3% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 18,149 | $84.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 8,338 | $76.1 萬 | 0.1% | +207+2.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,171 | $72.8 萬 | 0.1% | +88+8.1% | 加碼 | – |
| EMREmerson Electric Co | Stock | 5,278 | $70.4 萬 | 0.1% | −149−2.7% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 12,032 | $70.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 2,490 | $69.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,272 | $69.3 萬 | 0.1% | +154+7.3% | 加碼 | 歷史 |
| CVBFCVB Financial Corp | COM | 34,500 | $68.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,125 | $43.1 萬 | 0.1% | – |
| CMCSAComcast Corp | Stock | 6,612 | $24.4 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 3,206 | $22.8 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 3,479 | $20.8 萬 | <0.1% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,605 | $20.5 萬 | <0.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,680 | $20.3 萬 | <0.1% | – |