O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- 最新申報
- 2026/1/22
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/22 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 97
- 較 2025 年第 2 季 +10
- 總值
- $7.38 億
- 較 2025 年第 2 季 +$1.01 億 (+15.9%)
| 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 | 451,392 | $6,575 萬 | 8.9% | −4,956−1.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 818,066 | $6,409 萬 | 8.7% | −7,890−1.0% | 減碼 | – |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 906,137 | $6,177 萬 | 8.4% | −14,383−1.6% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 1,210,003 | $5,617 萬 | 7.6% | −1,495−0.1% | 減碼 | – |
| DBX ETF Tr233051630 | XTRACK MSCI EAFE | 1,785,020 | $5,252 萬 | 7.1% | −6,102−0.3% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q575 | MORTGAGE BACKED | 952,200 | $4,856 萬 | 6.6% | +952,200 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 833,162 | $4,788 萬 | 6.5% | +5,497+0.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 131,971 | $4,331 萬 | 5.9% | −466−0.4% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 1,419,678 | $4,103 萬 | 5.6% | +20,482+1.5% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 742,857 | $2,699 萬 | 3.7% | −5,118−0.7% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 943,819 | $2,544 萬 | 3.4% | +25,873+2.8% | 加碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 278,341 | $2,279 萬 | 3.1% | −3,205−1.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 46,147 | $2,213 萬 | 3.0% | +1,226+2.7% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 50,371 | $1,909 萬 | 2.6% | −475−0.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 39,244 | $1,838 萬 | 2.5% | −1,330−3.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 60,722 | $1,546 萬 | 2.1% | −300.0% | 減碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 268,286 | $1,176 萬 | 1.6% | −4,202−1.5% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 397,989 | $1,167 萬 | 1.6% | +5,482+1.4% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 105,316 | $1,047 萬 | 1.4% | −2,171−2.0% | 減碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 164,084 | $933.0 萬 | 1.3% | +1,670+1.0% | 加碼 | – |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 121,010 | $825.7 萬 | 1.1% | −6,690−5.2% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 152,241 | $661.0 萬 | 0.9% | −3,435−2.2% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 91,184 | $632.5 萬 | 0.9% | −782−0.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,366 | $451.1 萬 | 0.6% | +361+5.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 12,493 | $379.6 萬 | 0.5% | +1,780+16.6% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 39,603 | $290.9 萬 | 0.4% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 4,784 | $247.8 萬 | 0.3% | +2,915+156.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,992 | $170.3 萬 | 0.2% | +5,951+571.7% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $150.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,145 | $130.7 萬 | 0.2% | +2,953+247.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,655 | $126.3 萬 | 0.2% | +1,608+3,421.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,535 | $121.0 萬 | 0.2% | +2,535 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,012 | $110.0 萬 | 0.1% | +3,629+262.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,093 | $99.3 萬 | 0.1% | +35+0.5% | 加碼 | – |
| LFSTLifeStance Health Group, Inc. | COM | 178,371 | $98.1 萬 | 0.1% | −38,000−17.6% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,190 | $96.9 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 3,049 | $85.8 萬 | 0.1% | +3,030+15,947.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,215 | $81.3 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,860 | $80.6 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,783 | $72.2 萬 | 0.1% | +1,767+11,043.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,839 | $67.3 萬 | 0.1% | +6,785+222.2% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 8,013 | $65.7 萬 | 0.1% | +8,013 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,745 | $63.6 萬 | 0.1% | +2,003+269.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,511 | $61.0 萬 | 0.1% | −23−0.9% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,137 | $58.3 萬 | 0.1% | +2,137 | 新進 | 歷史 |
| ATRAptargroup, Inc. | Stock | 4,338 | $58.0 萬 | 0.1% | +4,338 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,345 | $57.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,293 | $57.5 萬 | 0.1% | +3,506+445.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,093 | $56.8 萬 | 0.1% | +3,093 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 851 | $56.7 萬 | 0.1% | −11−1.3% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,488 | $54.4 萬 | 0.1% | −10−0.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,691 | $49.9 萬 | 0.1% | +193+7.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,728 | $48.8 萬 | 0.1% | +7+0.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,888 | $48.3 萬 | 0.1% | +2,888 | 新進 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 6,984 | $47.9 萬 | 0.1% | +6,984 | 新進 | 歷史 |
| AMEAmetek Inc | COM | 2,547 | $47.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,320 | $44.7 萬 | 0.1% | +3,190+149.8% | 加碼 | 歷史 |
| UPWKUpwork, Inc | COM | 23,571 | $43.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,451 | $40.9 萬 | 0.1% | +1,449+72,450.0% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 6,043 | $40.8 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 544 | $39.9 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,442 | $37.5 萬 | 0.1% | +1,040+74.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,501 | $35.1 萬 | <0.1% | +1,081+44.7% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,676 | $34.2 萬 | <0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 663 | $33.3 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,948 | $24.2 萬 | <0.1% | +1,948 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,063 | $19.8 萬 | <0.1% | +25+2.4% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 2,881 | $17.2 萬 | <0.1% | +2,881 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 1,279 | $16.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 302 | $15.1 萬 | <0.1% | +302 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 810 | $11.7 萬 | <0.1% | +810 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 1,731 | $11.5 萬 | <0.1% | −3−0.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 682 | $10.6 萬 | <0.1% | +6+0.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 613 | $8.61 萬 | <0.1% | +613 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 93 | $8.61 萬 | <0.1% | +22+31.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 738 | $8.32 萬 | <0.1% | +25+3.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 700 | $8.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 431 | $7.86 萬 | <0.1% | −125−22.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 235 | $7.06 萬 | <0.1% | −197−45.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 160 | $5.46 萬 | <0.1% | +71+79.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,224 | $5.38 萬 | <0.1% | +27+2.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 148 | $4.88 萬 | <0.1% | +36+32.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,907 | $4.86 萬 | <0.1% | +1,907 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 129 | $3.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 79 | $3.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 37 | $2.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 62 | $2.14 萬 | <0.1% | −15−19.5% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 120 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 22 | $1.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 9 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 95 | $9,791 | <0.1% | +95 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 26 | $9,731 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 19 | $3,020 | <0.1% | +19 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6 | $1,761 | <0.1% | +2+50.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 15 | $1,132 | <0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 5 | $1,024 | <0.1% | −6−54.5% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 9 | $1,005 | <0.1% | −1−10.0% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（6 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,200 | $27.3 萬 | <0.1% | – |
| LPLALPL Financial Holdings Inc. | COM | 566 | $21.2 萬 | <0.1% | 歷史 |
| ACNAccenture plc | Stock | 388 | $11.6 萬 | <0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 6 | $3.47 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 897 | $2.60 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 4 | $3,151 | <0.1% | 歷史 |