Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/5 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 55
- 較 2022 年第 1 季 0
- 總值
- $9,827 萬
- 較 2022 年第 1 季 −$533.2 萬 (−5.1%)
| 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 | 376,757 | $1,683 萬 | 17.1% | +1660.0% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 578,404 | $1,494 萬 | 15.2% | +134,583+30.3% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 143,499 | $900.2 萬 | 9.2% | +747+0.5% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 71,111 | $794.5 萬 | 8.1% | +397+0.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 121,840 | $497.1 萬 | 5.1% | +2,180+1.8% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 71,806 | $353.2 萬 | 3.6% | +42,925+148.6% | 加碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 91,478 | $259.0 萬 | 2.6% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 23,500 | $246.0 萬 | 2.5% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 68,547 | $192.7 萬 | 2.0% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 72,247 | $178.6 萬 | 1.8% | −13,966−16.2% | 減碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 63,368 | $177.9 萬 | 1.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 61,107 | $175.7 萬 | 1.8% | −14,500−19.2% | 減碼 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 61,673 | $167.0 萬 | 1.7% | −6,644−9.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 719 | $156.7 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $141.6 萬 | 1.4% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,586 | $134.9 萬 | 1.4% | +224+0.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 558 | $122.1 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 41,593 | $118.5 萬 | 1.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 39,824 | $117.0 萬 | 1.2% | +27,260+217.0% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 14,128 | $113.7 萬 | 1.2% | −6,750−32.3% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 36,950 | $111.0 萬 | 1.1% | −8,369−18.5% | 減碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 10,992 | $103.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 18,431 | $93.8 萬 | 1.0% | +10,116+121.7% | 加碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 26,035 | $92.0 萬 | 0.9% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 36,862 | $86.1 萬 | 0.9% | +23,848+183.2% | 加碼 | – |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 29,180 | $85.0 萬 | 0.9% | +29,180 | 新進 | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 29,807 | $84.2 萬 | 0.9% | −19,809−39.9% | 減碼 | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 36,217 | $84.1 萬 | 0.9% | +20,060+124.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,464 | $74.7 萬 | 0.8% | +142+2.7% | 加碼 | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 28,441 | $72.1 萬 | 0.7% | +42+0.1% | 加碼 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 25,504 | $68.9 萬 | 0.7% | +1,600+6.7% | 加碼 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 26,886 | $64.9 萬 | 0.7% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $64.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 11,855 | $50.9 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 3,152 | $46.7 萬 | 0.5% | 00.0% | 不變 | – |
| DAVAEndava plc | ADS | 5,186 | $45.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 19,202 | $44.5 萬 | 0.5% | 00.0% | 不變 | – |
| WSFSWSFS Financial Corp | COM | 10,027 | $40.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 13,550 | $39.4 萬 | 0.4% | +7,260+115.4% | 加碼 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 16,561 | $37.6 萬 | 0.4% | +16,561 | 新進 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 13,204 | $36.1 萬 | 0.4% | +13,204 | 新進 | – |
| PFEPfizer Inc | Stock | 6,355 | $33.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,470 | $33.2 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J726 | RAFI STRG US ETF | 12,569 | $33.0 萬 | 0.3% | +12,569 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 7,602 | $32.7 萬 | 0.3% | +7,602 | 新進 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $31.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,205 | $29.2 萬 | 0.3% | +4+0.1% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,447 | $27.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,118 | $24.9 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,202 | $24.1 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 6,969 | $23.8 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 9,384 | $21.8 萬 | 0.2% | +9,384 | 新進 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,368 | $21.6 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 7,844 | $21.2 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,398 | $20.3 萬 | 0.2% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（6 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SLViShares Silver Trust | ETF | 12,260 | $28.1 萬 | 0.3% | 歷史 |
| AMZNAmazon Com Inc | Stock | 82 | $26.7 萬 | 0.3% | 歷史 |
| Innovator ETFs Tr45782C862 | LOUP FRONTIER | 5,443 | $25.0 萬 | 0.2% | – |
| CMCSAComcast Corp | Stock | 4,676 | $21.9 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 450 | $20.5 萬 | 0.2% | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 5,690 | $20.1 萬 | 0.2% | – |