O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- 最新申報
- 2026/1/22
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/25 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 62
- 較 2023 年第 3 季 +6
- 總值
- $3.83 億
- 較 2023 年第 3 季 +$3,440 萬 (+9.9%)
| 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 | 972,869 | $1.02 億 | 26.7% | −18,425−1.9% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 1,188,804 | $4,396 萬 | 11.5% | −17,011−1.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 171,776 | $4,075 萬 | 10.6% | −3,880−2.2% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 749,141 | $3,895 萬 | 10.2% | −7,470−1.0% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 1,139,012 | $3,253 萬 | 8.5% | −7,584−0.7% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 631,927 | $1,834 萬 | 4.8% | −261,331−29.3% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 53,260 | $1,458 萬 | 3.8% | −190.0% | 減碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 236,626 | $1,413 萬 | 3.7% | +31,303+15.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 46,009 | $1,395 萬 | 3.6% | −2,120−4.4% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 331,051 | $961.7 萬 | 2.5% | +7,806+2.4% | 加碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 246,258 | $884.3 萬 | 2.3% | +41,288+20.1% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 142,020 | $873.8 萬 | 2.3% | +142,020 | 新進 | – |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 118,071 | $635.3 萬 | 1.7% | +12,133+11.5% | 加碼 | – |
| LFSTLifeStance Health Group, Inc. | COM | 716,182 | $560.8 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 22,457 | $432.4 萬 | 1.1% | −300−1.3% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,473 | $418.9 萬 | 1.1% | +4,491+50.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 11,076 | $328.4 萬 | 0.9% | +20+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,453 | $86.8 萬 | 0.2% | −272−10.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,907 | $86.3 萬 | 0.2% | −1,245−15.3% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,190 | $79.5 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,015 | $75.8 萬 | 0.2% | +87+4.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,233 | $58.9 萬 | 0.2% | −24−1.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,230 | $58.5 萬 | 0.2% | −199−13.9% | 減碼 | 歷史 |
| UPWKUpwork, Inc | COM | 39,314 | $58.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 2,898 | $47.8 萬 | 0.1% | −713−19.7% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,356 | $46.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,643 | $43.1 萬 | 0.1% | −116−6.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,355 | $36.9 萬 | 0.1% | +296+14.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,523 | $35.2 萬 | 0.1% | −42−1.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,783 | $34.3 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,005 | $30.5 萬 | 0.1% | +150+8.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,062 | $30.2 萬 | 0.1% | +65+3.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,249 | $29.5 萬 | 0.1% | +7+0.6% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,752 | $29.2 萬 | 0.1% | +176+4.9% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,774 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,677 | $27.4 萬 | 0.1% | +24+1.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 745 | $26.6 萬 | 0.1% | +37+5.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,648 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 4,094 | $24.9 萬 | 0.1% | +481+13.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,155 | $23.5 萬 | 0.1% | +23+1.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,546 | $21.8 萬 | 0.1% | +100+6.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,166 | $19.8 萬 | 0.1% | +330+39.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,272 | $19.0 萬 | <0.1% | +159+14.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,074 | $18.2 萬 | <0.1% | +27+2.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,002 | $17.7 萬 | <0.1% | +89+3.1% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 1,455 | $17.3 萬 | <0.1% | −78−5.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,691 | $16.9 萬 | <0.1% | −488−22.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 907 | $14.7 萬 | <0.1% | +907 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 414 | $14.5 萬 | <0.1% | −4−1.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 592 | $13.8 萬 | <0.1% | +6+1.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 162 | $9.66 萬 | <0.1% | +162 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 1,783 | $8.96 萬 | <0.1% | +1,783 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 758 | $8.34 萬 | <0.1% | +758 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 142 | $6.06 萬 | <0.1% | −243−63.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 91 | $4.51 萬 | <0.1% | +53+139.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 75 | $4.37 萬 | <0.1% | +31+70.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 78 | $4.11 萬 | <0.1% | +21+36.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 123 | $3.20 萬 | <0.1% | +123 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 76 | $1.89 萬 | <0.1% | +16+26.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9 | $1.00 萬 | <0.1% | +4+80.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 24 | $8,317 | <0.1% | +21+700.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 20 | $5,760 | <0.1% | +20 | 新進 | 歷史 |
2023 年第 3 季之後清倉（1 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。