O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- 最新申報
- 2026/1/22
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/9 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 87
- 較 2025 年第 1 季 +15
- 總值
- $6.37 億
- 較 2025 年第 1 季 +$1.00 億 (+18.6%)
| 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 | 456,348 | $6,163 萬 | 9.7% | −6,501−1.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 825,956 | $6,004 萬 | 9.4% | −51,847−5.9% | 減碼 | – |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 920,520 | $5,759 萬 | 9.0% | −4,588−0.5% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 1,211,498 | $5,300 萬 | 8.3% | −4,888−0.4% | 減碼 | – |
| DBX ETF Tr233051630 | XTRACK MSCI EAFE | 1,791,122 | $5,169 萬 | 8.1% | +1,791,122 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 827,665 | $4,560 萬 | 7.2% | +5,624+0.7% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 1,399,196 | $4,025 萬 | 6.3% | −3,360−0.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 132,437 | $4,025 萬 | 6.3% | −2,353−1.7% | 減碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 747,975 | $2,557 萬 | 4.0% | +247,750+49.5% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 917,946 | $2,440 萬 | 3.8% | −9,789−1.1% | 減碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 281,546 | $2,155 萬 | 3.4% | +4,136+1.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 44,921 | $1,969 萬 | 3.1% | +540+1.2% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 50,846 | $1,785 萬 | 2.8% | −293−0.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 40,574 | $1,723 萬 | 2.7% | −986−2.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 60,752 | $1,246 萬 | 2.0% | −278−0.5% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 392,507 | $1,150 萬 | 1.8% | −1,601−0.4% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 272,488 | $1,142 萬 | 1.8% | +1,710+0.6% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 107,487 | $1,010 萬 | 1.6% | +381+0.4% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 162,414 | $911.5 萬 | 1.4% | +3,830+2.4% | 加碼 | – |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 127,700 | $831.3 萬 | 1.3% | +70+0.1% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 155,676 | $609.8 萬 | 1.0% | +148,548+2,084.0% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 91,966 | $602.4 萬 | 0.9% | +91,966 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,005 | $397.9 萬 | 0.6% | +6,363+991.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 10,713 | $313.0 萬 | 0.5% | +25+0.2% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 39,603 | $273.6 萬 | 0.4% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $145.8 萬 | 0.2% | +2 | 新進 | 歷史 |
| LFSTLifeStance Health Group, Inc. | COM | 216,371 | $111.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,058 | $95.8 萬 | 0.2% | +37+0.5% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,190 | $95.7 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,869 | $93.0 萬 | 0.1% | −426−18.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,215 | $75.4 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,860 | $72.4 萬 | 0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 2,345 | $55.8 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 862 | $53.3 萬 | 0.1% | −6−0.7% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,498 | $50.9 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,721 | $50.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 2,547 | $46.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,534 | $44.7 萬 | 0.1% | −109−4.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 542 | $40.0 萬 | 0.1% | −855−61.2% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 6,043 | $38.2 萬 | 0.1% | −133,037−95.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,498 | $38.2 萬 | 0.1% | −23−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,192 | $34.6 萬 | 0.1% | +11+0.9% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,676 | $32.8 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 661 | $32.1 萬 | 0.1% | −15−2.2% | 減碼 | 歷史 |
| UPWKUpwork, Inc | COM | 23,571 | $31.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,383 | $30.3 萬 | <0.1% | +55+4.1% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,200 | $27.3 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,420 | $24.0 萬 | <0.1% | −209−7.9% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,402 | $22.3 萬 | <0.1% | +25+1.8% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 566 | $21.2 萬 | <0.1% | +566 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,054 | $21.2 萬 | <0.1% | +2,846+1,368.3% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 1,279 | $18.6 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,041 | $18.5 萬 | <0.1% | +27+2.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,130 | $16.9 萬 | <0.1% | −220−9.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,038 | $16.4 萬 | <0.1% | −103−9.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 742 | $13.8 萬 | <0.1% | −13−1.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 1,734 | $12.3 萬 | <0.1% | +12+0.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 388 | $11.6 萬 | <0.1% | +3+0.8% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 432 | $11.1 萬 | <0.1% | −76−15.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 787 | $10.7 萬 | <0.1% | +43+5.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 676 | $9.68 萬 | <0.1% | −108−13.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 700 | $8.68 萬 | <0.1% | +700 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 713 | $7.69 萬 | <0.1% | −40−5.3% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 556 | $7.58 萬 | <0.1% | +556 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 71 | $7.03 萬 | <0.1% | +71 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,197 | $5.18 萬 | <0.1% | +56+4.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 47 | $3.66 萬 | <0.1% | −12−20.3% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 6 | $3.47 萬 | <0.1% | +6 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 129 | $3.32 萬 | <0.1% | −34−20.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 89 | $3.16 萬 | <0.1% | −66−42.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 112 | $3.09 萬 | <0.1% | −96−46.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 897 | $2.60 萬 | <0.1% | +897 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 79 | $2.51 萬 | <0.1% | +18+29.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 77 | $2.40 萬 | <0.1% | −10−11.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 37 | $1.96 萬 | <0.1% | +37 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 22 | $1.24 萬 | <0.1% | −87−79.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 9 | $1.21 萬 | <0.1% | +2+28.6% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 120 | $1.19 萬 | <0.1% | +100+500.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 26 | $9,282 | <0.1% | +26 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 16 | $5,866 | <0.1% | +7+77.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19 | $4,154 | <0.1% | +19 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 4 | $3,151 | <0.1% | +4 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 11 | $2,014 | <0.1% | +11 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4 | $1,234 | <0.1% | +4 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 10 | $1,055 | <0.1% | +10 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 15 | $1,041 | <0.1% | +5+50.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2 | $558 | <0.1% | −3−60.0% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。