Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/7 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 57
- 較 2022 年第 2 季 +2
- 總值
- $1.00 億
- 較 2022 年第 2 季 +$207.1 萬 (+2.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 694,512 | $1,791 萬 | 17.8% | +116,108+20.1% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 378,825 | $1,604 萬 | 16.0% | +2,068+0.5% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 144,491 | $874.6 萬 | 8.7% | +992+0.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 71,817 | $746.5 萬 | 7.4% | +706+1.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 123,235 | $448.1 萬 | 4.5% | +1,395+1.1% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 74,941 | $361.7 萬 | 3.6% | +3,135+4.4% | 加碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 91,478 | $256.5 萬 | 2.6% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 23,500 | $241.3 萬 | 2.4% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 83,481 | $232.2 萬 | 2.3% | +14,934+21.8% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 78,951 | $226.0 萬 | 2.3% | +15,583+24.6% | 加碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 61,107 | $174.0 萬 | 1.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 72,247 | $166.1 萬 | 1.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 57,096 | $154.0 萬 | 1.5% | +15,503+37.3% | 加碼 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 61,673 | $153.8 萬 | 1.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 49,620 | $142.0 萬 | 1.4% | +9,796+24.6% | 加碼 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $139.7 萬 | 1.4% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 14,380 | $137.5 萬 | 1.4% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 35,192 | $133.0 萬 | 1.3% | +606+1.8% | 加碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 36,950 | $108.7 萬 | 1.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 11,160 | $107.3 萬 | 1.1% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 10,367 | $93.7 萬 | 0.9% | −625−5.7% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 12,757 | $92.6 萬 | 0.9% | −1,371−9.7% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 10,043 | $92.0 萬 | 0.9% | +10,043 | 新進 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 26,035 | $89.7 萬 | 0.9% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 37,692 | $87.0 萬 | 0.9% | +830+2.3% | 加碼 | – |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 29,180 | $85.2 萬 | 0.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 29,807 | $84.0 萬 | 0.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 38,576 | $82.6 萬 | 0.8% | +2,359+6.5% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 17,112 | $81.7 萬 | 0.8% | −1,319−7.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,464 | $75.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 25,504 | $67.8 萬 | 0.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 26,886 | $64.6 萬 | 0.6% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $64.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 28,482 | $63.1 萬 | 0.6% | +41+0.1% | 加碼 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 12,995 | $54.6 萬 | 0.5% | +1,140+9.6% | 加碼 | – |
| WSFSWSFS Financial Corp | COM | 10,027 | $46.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 3,152 | $43.7 萬 | 0.4% | 00.0% | 不變 | – |
| DAVAEndava plc | ADS | 5,186 | $41.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 19,202 | $41.3 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 18,085 | $38.5 萬 | 0.4% | +1,524+9.2% | 加碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 13,550 | $38.4 萬 | 0.4% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,252 | $38.0 萬 | 0.4% | +1,650+21.7% | 加碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 13,204 | $35.4 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,470 | $31.4 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $31.3 萬 | 0.3% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 6,355 | $27.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,447 | $24.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,118 | $23.9 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 6,969 | $23.3 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J726 | RAFI STRG US ETF | 10,025 | $23.3 萬 | 0.2% | −2,544−20.2% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,202 | $22.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,750 | $22.0 萬 | 0.2% | −455−14.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,860 | $21.0 萬 | 0.2% | +1,860 | 新進 | 歷史 |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 7,844 | $20.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,368 | $20.8 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 | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 9,384 | $20.3 萬 | 0.2% | 00.0% | 不變 | – |