O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- 最新申報
- 2026/1/22
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/28 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 67
- 較 2024 年第 3 季 +1
- 總值
- $5.55 億
- 較 2024 年第 3 季 +$4,509 萬 (+8.8%)
| 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 | 470,908 | $6,057 萬 | 10.9% | −1,487−0.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 860,342 | $5,931 萬 | 10.7% | +105,180+13.9% | 加碼 | – |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 963,761 | $5,785 萬 | 10.4% | +132,829+16.0% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 1,229,100 | $5,088 萬 | 9.2% | +43,192+3.6% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 818,019 | $4,620 萬 | 8.3% | +40,092+5.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 137,028 | $3,971 萬 | 7.2% | +15,328+12.6% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 1,404,265 | $3,915 萬 | 7.1% | +146,423+11.6% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 917,131 | $2,402 萬 | 4.3% | +128,801+16.3% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 721,765 | $2,136 萬 | 3.8% | +65,692+10.0% | 加碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 279,735 | $2,052 萬 | 3.7% | +17,954+6.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 44,337 | $1,820 萬 | 3.3% | +4,338+10.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 43,606 | $1,751 萬 | 3.2% | −1,004−2.3% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 51,415 | $1,719 萬 | 3.1% | −43−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 61,038 | $1,529 萬 | 2.8% | +24,647+67.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 396,433 | $1,150 萬 | 2.1% | +33,987+9.4% | 加碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 272,966 | $1,075 萬 | 1.9% | +6,388+2.4% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 107,551 | $923.2 萬 | 1.7% | −1,447−1.3% | 減碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 162,362 | $898.7 萬 | 1.6% | +9,460+6.2% | 加碼 | – |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 129,625 | $715.2 萬 | 1.3% | +4,346+3.5% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 10,637 | $308.4 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 39,603 | $233.4 萬 | 0.4% | +39,603 | 新進 | – |
| LFSTLifeStance Health Group, Inc. | COM | 216,371 | $159.5 萬 | 0.3% | −100,000−31.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,649 | $96.5 萬 | 0.2% | −222−11.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,988 | $92.3 萬 | 0.2% | −15−0.2% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,190 | $90.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,220 | $71.8 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,860 | $66.5 萬 | 0.1% | +1,077+60.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 942 | $55.2 萬 | 0.1% | −476−33.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,272 | $53.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,574 | $50.7 萬 | 0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 2,341 | $49.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 2,578 | $46.5 萬 | 0.1% | −250−8.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,222 | $42.1 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| UPWKUpwork, Inc | COM | 23,571 | $38.5 萬 | 0.1% | −6,993−22.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,695 | $37.3 萬 | 0.1% | +10+0.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,400 | $34.7 萬 | 0.1% | −30−1.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 642 | $34.6 萬 | 0.1% | +642 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 650 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,676 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,605 | $25.5 萬 | <0.1% | +4,605 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,629 | $25.5 萬 | <0.1% | +634+31.8% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,200 | $25.3 萬 | <0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,094 | $24.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 924 | $22.2 萬 | <0.1% | −116−11.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,160 | $22.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 901 | $21.6 萬 | <0.1% | −88−8.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,100 | $20.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,197 | $20.1 萬 | <0.1% | −59−4.7% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 1,277 | $17.9 萬 | <0.1% | −173−11.9% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 385 | $13.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 734 | $13.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 867 | $12.6 萬 | <0.1% | −190−18.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 1,702 | $10.6 萬 | <0.1% | −61−3.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 946 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 598 | $9.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 408 | $9.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 734 | $8.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 417 | $6.34 萬 | <0.1% | −100−19.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 100 | $5.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 47 | $3.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 226 | $3.04 萬 | <0.1% | +36+18.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 50 | $2.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 193 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 20 | $8,077 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 30 | $6,997 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 15 | $2,513 | <0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4 | $1,171 | <0.1% | +4 | 新進 | 歷史 |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。