Boston Private Wealth LLC
- SEC CIK
- 0001626116
- 最新申報
- 2026/7/17
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 1,518
- 較 2024 年第 4 季 +760
- 總值
- $24.3 億
- 較 2024 年第 4 季 −$29.2 億 (−54.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 3,501,904 | $9.28 億 | 38.1% | −2,000,741−36.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 741,110 | $1.65 億 | 6.8% | −863,759−53.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 339,865 | $6,466 萬 | 2.7% | −12,268−3.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 359,794 | $6,024 萬 | 2.5% | −75,684−17.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 737,140 | $5,576 萬 | 2.3% | −114,498−13.4% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 215,679 | $4,519 萬 | 1.9% | −41,853−16.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 180,556 | $4,429 萬 | 1.8% | −37,196−17.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 78,791 | $4,407 萬 | 1.8% | −4,932−5.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 388,172 | $4,207 萬 | 1.7% | +23,630+6.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 221,159 | $3,420 萬 | 1.4% | −34,731−13.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 53,529 | $3,085 萬 | 1.3% | −886−1.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 225,249 | $2,988 萬 | 1.2% | −47,164−17.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 83,297 | $2,919 萬 | 1.2% | −7,751−8.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 161,235 | $2,519 萬 | 1.0% | −35,441−18.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 44,546 | $2,372 萬 | 1.0% | +419+0.9% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 389,182 | $2,100 萬 | 0.9% | −19,327−4.7% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 331,139 | $2,043 萬 | 0.8% | −76,763−18.8% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 63,918 | $1,994 萬 | 0.8% | −14,627−18.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 163,088 | $1,940 萬 | 0.8% | +8,036+5.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19,585 | $1,852 萬 | 0.8% | −7,385−27.4% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 179,058 | $1,803 萬 | 0.7% | −16,107−8.3% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 100,033 | $1,709 萬 | 0.7% | −22,768−18.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 59,148 | $1,533 萬 | 0.6% | +30+0.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 175,348 | $1,414 萬 | 0.6% | +33,069+23.2% | 加碼 | – |
| NFLXNetflix Inc | Stock | 14,510 | $1,353 萬 | 0.6% | −1,654−10.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 190,786 | $1,352 萬 | 0.6% | −87,507−31.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 94,594 | $1,323 萬 | 0.5% | −15,267−13.9% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 54,362 | $1,318 萬 | 0.5% | −23,015−29.7% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 16 | $1,278 萬 | 0.5% | −6−27.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 22,495 | $1,178 萬 | 0.5% | −1,257−5.3% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 68,006 | $1,173 萬 | 0.5% | −33,832−33.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 42,728 | $1,161 萬 | 0.5% | −6,910−13.9% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 26,131 | $1,137 萬 | 0.5% | −3,983−13.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 18,327 | $1,005 萬 | 0.4% | +2,911+18.9% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 31,744 | $969.9 萬 | 0.4% | −12,313−27.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 20,382 | $955.8 萬 | 0.4% | +3,393+20.0% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 32,207 | $949.9 萬 | 0.4% | −9,957−23.6% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 227,843 | $904.3 萬 | 0.4% | −47,654−17.3% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 18,171 | $900.0 萬 | 0.4% | −6,192−25.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 44,070 | $888.8 萬 | 0.4% | −10,428−19.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 92,183 | $827.4 萬 | 0.3% | −14,953−14.0% | 減碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 70,191 | $748.6 萬 | 0.3% | −22,645−24.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 25,351 | $730.5 萬 | 0.3% | −310−1.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,326 | $728.0 萬 | 0.3% | −4,683−26.0% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 248,034 | $707.6 萬 | 0.3% | +98,456+65.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 77,173 | $693.5 萬 | 0.3% | −46,010−37.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 29,125 | $674.3 萬 | 0.3% | −3,024−9.4% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 39,015 | $660.1 萬 | 0.3% | −29,560−43.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 6,972 | $659.9 萬 | 0.3% | −3,708−34.7% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 77,126 | $659.4 萬 | 0.3% | −42,397−35.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 243,506 | $629.2 萬 | 0.3% | +243,506 | 新進 | – |
| PRIPrimerica, Inc. | Stock | 22,014 | $626.4 萬 | 0.3% | −17,419−44.2% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 41,031 | $541.9 萬 | 0.2% | −11,973−22.6% | 減碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 139,145 | $540.0 萬 | 0.2% | −25,322−15.4% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 25,701 | $530.7 萬 | 0.2% | −3,585−12.2% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 10,636 | $515.6 萬 | 0.2% | −4,527−29.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 31,206 | $513.8 萬 | 0.2% | −26,546−46.0% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 39,899 | $511.7 萬 | 0.2% | −24,032−37.6% | 減碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 98,715 | $500.1 萬 | 0.2% | −24,384−19.8% | 減碼 | – |
| RTXRTX Corp | Stock | 37,479 | $496.5 萬 | 0.2% | −1,032−2.7% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 127,402 | $470.1 萬 | 0.2% | −39,831−23.8% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 47,170 | $468.0 萬 | 0.2% | −2,563−5.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 14,937 | $465.4 萬 | 0.2% | −10,949−42.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 12,028 | $461.3 萬 | 0.2% | −6,036−33.4% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 31,333 | $459.4 萬 | 0.2% | −20,090−39.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 17,072 | $458.2 萬 | 0.2% | +803+4.9% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 49,918 | $457.9 萬 | 0.2% | +11,842+31.1% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 30,505 | $442.7 萬 | 0.2% | +14,910+95.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 85,753 | $437.9 萬 | 0.2% | −29,753−25.8% | 減碼 | – |
| BACBank of America Corp | Stock | 102,449 | $427.5 萬 | 0.2% | −19,201−15.8% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 35,787 | $427.5 萬 | 0.2% | −1,437−3.9% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 82,501 | $418.3 萬 | 0.2% | −5,391−6.1% | 減碼 | – |
| CDWCDW Corp | COM | 25,704 | $411.9 萬 | 0.2% | −16,158−38.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 145,423 | $411.3 萬 | 0.2% | +1,682+1.2% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 77,675 | $393.3 萬 | 0.2% | +1,255+1.6% | 加碼 | – |
| POOLPool Corp | COM | 12,291 | $391.3 萬 | 0.2% | −8,890−42.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 36,570 | $384.1 萬 | 0.2% | +13,893+61.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 83,360 | $378.1 萬 | 0.2% | −3,094−3.6% | 減碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 429,117 | $374.6 萬 | 0.2% | −93,492−17.9% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 31,905 | $373.2 萬 | 0.2% | −23,981−42.9% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 17,053 | $350.3 萬 | 0.1% | −8,654−33.7% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 80,841 | $343.7 萬 | 0.1% | −997−1.2% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 745 | $343.2 萬 | 0.1% | +153+25.8% | 加碼 | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 140,247 | $340.2 萬 | 0.1% | −37,272−21.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 66,824 | $339.8 萬 | 0.1% | −5,622−7.8% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 27,691 | $337.8 萬 | 0.1% | +6,978+33.7% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 11,969 | $322.0 萬 | 0.1% | −662−5.2% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 37,304 | $314.8 萬 | 0.1% | −3,040−7.5% | 減碼 | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 30,380 | $312.7 萬 | 0.1% | −12,411−29.0% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 50,646 | $304.0 萬 | 0.1% | +8,181+19.3% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 6,254 | $302.7 萬 | 0.1% | −1,801−22.4% | 減碼 | 歷史 |
| NINisource Inc. | COM | 75,105 | $301.1 萬 | 0.1% | +57,705+331.6% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 35,862 | $300.8 萬 | 0.1% | −9,288−20.6% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 37,598 | $297.9 萬 | 0.1% | −24,566−39.5% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 14,306 | $296.2 萬 | 0.1% | +6,857+92.1% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 40,062 | $294.9 萬 | 0.1% | −35,540−47.0% | 減碼 | 歷史 |
| RFRegions Financial Corp | COM | 133,287 | $289.6 萬 | 0.1% | +95,831+255.8% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 5,411 | $288.7 萬 | 0.1% | +711+15.1% | 加碼 | 歷史 |
| QNSTQuinstreet, Inc | COM | 154,041 | $274.8 萬 | 0.1% | +1,970+1.3% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 5,783 | $269.3 萬 | 0.1% | −7,426−56.2% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（401 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 401 檔。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 331,078 | $1.40 億 | 2.6% | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 459,585 | $1.08 億 | 2.0% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,020,473 | $9,888 萬 | 1.8% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 139,846 | $8,232 萬 | 1.5% | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 717,934 | $5,674 萬 | 1.1% | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 298,260 | $3,858 萬 | 0.7% | – |
| HDHome Depot, Inc. | Stock | 92,940 | $3,615 萬 | 0.7% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 63,585 | $3,426 萬 | 0.6% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 71,385 | $2,867 萬 | 0.5% | – |
| PGProcter & Gamble Co | Stock | 166,641 | $2,794 萬 | 0.5% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 197,924 | $2,509 萬 | 0.5% | – |
| IBMInternational Business Machines Corp | Stock | 113,887 | $2,504 萬 | 0.5% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 636,280 | $2,000 萬 | 0.4% | – |
| WMTWalmart Inc. | Stock | 220,832 | $1,995 萬 | 0.4% | 歷史 |
| UNPUnion Pacific Corp | Stock | 84,540 | $1,928 萬 | 0.4% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 177,094 | $1,887 萬 | 0.4% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 359,300 | $1,858 萬 | 0.3% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 154,586 | $1,781 萬 | 0.3% | – |
| CVXChevron Corp | Stock | 117,716 | $1,705 萬 | 0.3% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 78,679 | $1,671 萬 | 0.3% | 歷史 |
| HONHoneywell International Inc | COM | 73,880 | $1,669 萬 | 0.3% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 73,301 | $1,620 萬 | 0.3% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 93,315 | $1,532 萬 | 0.3% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 72,492 | $1,524 萬 | 0.3% | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 139,076 | $1,450 萬 | 0.3% | – |
| PEPPepsiCo Inc | Stock | 94,526 | $1,437 萬 | 0.3% | 歷史 |
| TJXTJX Companies Inc | Stock | 118,384 | $1,430 萬 | 0.3% | 歷史 |
| PFEPfizer Inc | Stock | 522,919 | $1,387 萬 | 0.3% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 70,644 | $1,383 萬 | 0.3% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 218,336 | $1,360 萬 | 0.3% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 45,012 | $1,304 萬 | 0.2% | – |
| LLYEli Lilly & Co | Stock | 15,914 | $1,229 萬 | 0.2% | 歷史 |
| MCDMcDonalds Corp | Stock | 42,270 | $1,225 萬 | 0.2% | 歷史 |
| SYKStryker Corp | Stock | 31,442 | $1,132 萬 | 0.2% | 歷史 |
| DHRDanaher Corp | Stock | 48,801 | $1,120 萬 | 0.2% | 歷史 |
| SNOWSnowflake Inc. | Stock | 72,110 | $1,113 萬 | 0.2% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 141,344 | $1,069 萬 | 0.2% | – |
| JNJJohnson & Johnson | Stock | 71,949 | $1,041 萬 | 0.2% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 78,372 | $1,008 萬 | 0.2% | – |
| KRKroger Co | Stock | 159,774 | $977.0 萬 | 0.2% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 157,442 | $940.4 萬 | 0.2% | 歷史 |
| MASMasco Corp | COM | 126,678 | $919.3 萬 | 0.2% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 197,057 | $867.8 萬 | 0.2% | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 83,981 | $835.9 萬 | 0.2% | – |
| INTUIntuit Inc. | Stock | 12,164 | $764.5 萬 | 0.1% | 歷史 |
| PGRProgressive Corp | Stock | 31,323 | $750.5 萬 | 0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 77,353 | $714.5 萬 | 0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 60,467 | $692.2 萬 | 0.1% | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 131,885 | $687.9 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 27,918 | $670.8 萬 | 0.1% | – |
| SBUXStarbucks Corp | Stock | 73,326 | $669.1 萬 | 0.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 355,834 | $658.3 萬 | 0.1% | – |
| MCHPMicrochip Technology Inc | Stock | 112,480 | $645.1 萬 | 0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 86,750 | $642.0 萬 | 0.1% | 歷史 |
| TDYTeledyne Technologies Inc | COM | 12,787 | $593.5 萬 | 0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 65,622 | $584.6 萬 | 0.1% | – |
| NKENIKE, Inc. | Stock | 77,049 | $583.0 萬 | 0.1% | 歷史 |
| KOCoca Cola Co | Stock | 92,485 | $575.8 萬 | 0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 17,321 | $558.0 萬 | 0.1% | – |
| CPAYCorpay, Inc. | COM SHS | 16,080 | $544.2 萬 | 0.1% | 歷史 |
| URIUnited Rentals, Inc. | COM | 7,641 | $538.3 萬 | 0.1% | 歷史 |
| TWTradeweb Markets Inc. | Stock | 40,112 | $525.1 萬 | 0.1% | 歷史 |
| SLBSLB Limited | Stock | 135,552 | $519.7 萬 | 0.1% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 107,587 | $514.5 萬 | 0.1% | – |
| TYLTyler Technologies Inc | COM | 8,755 | $504.8 萬 | 0.1% | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 82,387 | $500.5 萬 | 0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 87,294 | $493.7 萬 | 0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 33,000 | $482.8 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,132 | $478.9 萬 | 0.1% | – |
| PPGPPG Industries Inc | Stock | 39,425 | $470.9 萬 | 0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 111,311 | $465.5 萬 | 0.1% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 22,018 | $407.6 萬 | 0.1% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 145,956 | $398.8 萬 | 0.1% | – |
| CPRTCopart Inc | COM | 68,841 | $395.1 萬 | 0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 20,923 | $380.7 萬 | 0.1% | 歷史 |
| DISWalt Disney Co | Stock | 32,717 | $364.3 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,815 | $354.5 萬 | 0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 49,637 | $348.7 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 14,039 | $346.5 萬 | 0.1% | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 42,309 | $345.2 萬 | 0.1% | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 31,326 | $344.9 萬 | 0.1% | – |
| ITGartner Inc | COM | 7,108 | $344.4 萬 | 0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 14,687 | $344.1 萬 | 0.1% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,072 | $318.7 萬 | 0.1% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 23,373 | $309.0 萬 | 0.1% | – |
| DOVDOVER Corp | COM | 15,886 | $298.0 萬 | 0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 21,863 | $287.0 萬 | 0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 39,673 | $285.3 萬 | 0.1% | – |
| CLColgate Palmolive Co | Stock | 30,601 | $278.2 萬 | 0.1% | 歷史 |
| Siemens Healthineers AGD6T479107 | COM | 53,906 | $276.4 萬 | 0.1% | – |
| Vanguard Total World Stock ETF922042742 | ETF | 23,466 | $275.7 萬 | 0.1% | – |
| INTCIntel Corp | Stock | 132,607 | $265.9 萬 | <0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 6,978 | $253.1 萬 | <0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 13,422 | $251.7 萬 | <0.1% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 8,810 | $250.1 萬 | <0.1% | 歷史 |
| Total Market Index11R99R225 | ETF | 38,219 | $238.7 萬 | <0.1% | – |
| GEGeneral Electric Co | Stock | 14,188 | $236.6 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 8,411 | $232.3 萬 | <0.1% | 歷史 |
| STTState Street Corp | COM | 23,501 | $230.7 萬 | <0.1% | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 100,038 | $227.1 萬 | <0.1% | – |