Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/4 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 69
- 較 2023 年第 1 季 +5
- 總值
- $1.20 億
- 較 2023 年第 1 季 +$1,934 萬 (+19.3%)
| 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 | 365,049 | $1,912 萬 | 16.0% | −10,895−2.9% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 137,233 | $974.8 萬 | 8.1% | −4,879−3.4% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 348,033 | $921.4 萬 | 7.7% | −32,921−8.6% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 66,720 | $899.8 萬 | 7.5% | −1,832−2.7% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 92,430 | $671.9 萬 | 5.6% | +89,228+2,786.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 132,260 | $610.8 萬 | 5.1% | +6,816+5.4% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 114,747 | $384.1 萬 | 3.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 96,761 | $328.1 萬 | 2.7% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 83,481 | $273.1 萬 | 2.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 65,197 | $217.0 萬 | 1.8% | −775−1.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,329 | $192.9 萬 | 1.6% | +3,358+345.8% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 37,358 | $179.5 萬 | 1.5% | −1,117−2.9% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 59,059 | $176.3 萬 | 1.5% | +45,855+347.3% | 加碼 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 49,620 | $169.8 萬 | 1.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $167.6 萬 | 1.4% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 13,580 | $162.6 萬 | 1.4% | −517−3.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 51,345 | $160.2 萬 | 1.3% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 29,959 | $150.2 萬 | 1.3% | +29,959 | 新進 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 32,244 | $141.2 萬 | 1.2% | −1,022−3.1% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 18,981 | $137.8 萬 | 1.2% | +11,036+138.9% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 50,732 | $137.2 萬 | 1.1% | +6,467+14.6% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 14,095 | $134.5 萬 | 1.1% | −398−2.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,232 | $131.9 萬 | 1.1% | +6,092+85.3% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 49,701 | $129.5 萬 | 1.1% | +616+1.3% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 10,227 | $115.6 萬 | 1.0% | −140−1.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,392 | $114.8 萬 | 1.0% | +3,423+353.3% | 加碼 | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 49,156 | $113.3 萬 | 0.9% | +10,697+27.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 8,740 | $105.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 32,304 | $99.8 萬 | 0.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 36,081 | $99.4 萬 | 0.8% | +9,195+34.2% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 17,227 | $99.2 萬 | 0.8% | +37+0.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 13,015 | $98.4 萬 | 0.8% | +13,015 | 新進 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 37,692 | $96.8 萬 | 0.8% | 00.0% | 不變 | – |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 22,950 | $96.4 萬 | 0.8% | +22,950 | 新進 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 11,739 | $92.8 萬 | 0.8% | +114+1.0% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 19,207 | $91.9 萬 | 0.8% | +669+3.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,633 | $89.9 萬 | 0.8% | −444−8.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 31,653 | $89.8 萬 | 0.8% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $79.9 萬 | 0.7% | −20.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,073 | $67.7 萬 | 0.6% | +10.0% | 加碼 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 12,995 | $66.6 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 15,620 | $65.1 萬 | 0.5% | +8,651+124.1% | 加碼 | – |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 26,517 | $62.3 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 22,246 | $58.0 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 19,069 | $55.5 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 3,152 | $51.6 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 18,085 | $47.5 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,223 | $47.1 萬 | 0.4% | +182+3.0% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 20,830 | $46.4 萬 | 0.4% | +12+0.1% | 加碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 11,308 | $39.7 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 14,975 | $37.3 萬 | 0.3% | +14,975 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,470 | $37.0 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $36.3 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 10,850 | $34.4 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,177 | $33.3 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,447 | $32.2 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 10,287 | $31.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,620 | $28.0 萬 | 0.2% | −188−6.7% | 減碼 | – |
| DAVAEndava plc | ADS | 5,186 | $26.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,258 | $23.5 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 9,384 | $23.1 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,398 | $22.7 萬 | 0.2% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 6,155 | $22.6 萬 | 0.2% | −1,024−14.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,103 | $22.6 萬 | 0.2% | −142−6.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 450 | $22.0 萬 | 0.2% | +450 | 新進 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,368 | $21.4 萬 | 0.2% | 00.0% | 不變 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 9,924 | $20.4 萬 | 0.2% | +44+0.4% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,428 | $20.3 萬 | 0.2% | −294−10.8% | 減碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 5,062 | $20.3 萬 | 0.2% | +5,062 | 新進 | – |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。