O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- 最新申報
- 2026/1/22
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/22 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 64
- 較 2022 年第 1 季 +10
- 總值
- $2.39 億
- 較 2022 年第 1 季 −$1,259 萬 (−5.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 949,442 | $7,954 萬 | 33.2% | +4,440+0.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 185,591 | $3,501 萬 | 14.6% | −1,229−0.7% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 988,089 | $3,440 萬 | 14.4% | +988,089 | 新進 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 422,501 | $1,397 萬 | 5.8% | +11,132+2.7% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 452,351 | $1,333 萬 | 5.6% | +2,846+0.6% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 55,508 | $1,207 萬 | 5.0% | −209−0.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 52,649 | $1,151 萬 | 4.8% | +1,933+3.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 96,122 | $977.4 萬 | 4.1% | +96,122 | 新進 | – |
| LFSTLifeStance Health Group, Inc. | COM | 1,169,558 | $650.3 萬 | 2.7% | +1,169,558 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 25,433 | $347.7 萬 | 1.5% | −1,545−5.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,681 | $263.7 萬 | 1.1% | −127−1.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,368 | $111.2 萬 | 0.5% | +50+0.5% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 9,791 | $82.1 萬 | 0.3% | +9,791 | 新進 | – |
| UPWKUpwork, Inc | COM | 39,314 | $81.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,014 | $77.3 萬 | 0.3% | 00.0% | 不變 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 17,208 | $58.0 萬 | 0.2% | +17,208 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 2,181 | $56.0 萬 | 0.2% | −346−13.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,444 | $54.5 萬 | 0.2% | +318+15.0% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,623 | $53.3 萬 | 0.2% | +6,623 | 新進 | – |
| AMEAmetek Inc | COM | 4,722 | $51.9 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,201 | $51.6 萬 | 0.2% | −19−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,634 | $46.7 萬 | 0.2% | −38−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,348 | $46.2 萬 | 0.2% | −192−4.2% | 減碼依 20 比 1 拆股換算 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 5,507 | $46.2 萬 | 0.2% | −1,525−21.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 211 | $46.0 萬 | 0.2% | −7−3.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,033 | $39.2 萬 | 0.2% | −95−8.4% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,759 | $36.5 萬 | 0.2% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 1,584 | $36.0 萬 | 0.2% | −276−14.8% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,384 | $34.8 萬 | 0.1% | +2,384 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,019 | $32.5 萬 | 0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 1,293 | $31.9 萬 | 0.1% | +1,293 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,024 | $31.4 萬 | 0.1% | −3,503−41.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 821 | $31.0 萬 | 0.1% | +306+59.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,129 | $30.6 萬 | 0.1% | −245−10.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,310 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,354 | $28.3 萬 | 0.1% | +689+14.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,652 | $27.1 萬 | 0.1% | +6,652 | 新進 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 5,468 | $26.8 萬 | 0.1% | +1,029+23.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,997 | $25.7 萬 | 0.1% | −7−0.2% | 減碼 | 歷史 |
| HAEHaemonetics Corp | COM | 3,742 | $24.4 萬 | 0.1% | +3,742 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,870 | $24.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,774 | $23.7 萬 | 0.1% | −97,594−96.3% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,673 | $23.6 萬 | 0.1% | +48+3.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 836 | $23.4 萬 | 0.1% | +836 | 新進 | – |
| CVXChevron Corp | Stock | 1,583 | $22.9 萬 | 0.1% | +63+4.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,783 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 103 | $22.5 萬 | 0.1% | −8−7.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 809 | $22.1 萬 | 0.1% | +146+22.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,236 | $20.4 萬 | 0.1% | −18−0.8% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 1,679 | $19.1 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 1,708 | $17.5 萬 | 0.1% | −11−0.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 2,747 | $17.3 萬 | 0.1% | +17+0.6% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 1,998 | $16.9 萬 | 0.1% | +22+1.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 491 | $15.5 萬 | 0.1% | +109+28.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 2,866 | $15.0 萬 | 0.1% | −107−3.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,341 | $14.6 萬 | 0.1% | −116−8.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 490 | $13.6 萬 | 0.1% | +16+3.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,208 | $13.6 萬 | 0.1% | −364−23.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 236 | $12.1 萬 | 0.1% | +47+24.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 593 | $9.90 萬 | <0.1% | +33+5.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,731 | $8.80 萬 | <0.1% | +1,731 | 新進 | 歷史 |
| VVisa Inc. | Stock | 315 | $6.20 萬 | <0.1% | +315 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 36 | $2.40 萬 | <0.1% | −2−5.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 38 | $1.00 萬 | <0.1% | −24−38.7% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（3 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。