LWM Advisory Services, LLC
- SEC CIK
- 0001697716
- 最新申報
- 2026/8/3
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 106
- 較 2022 年第 1 季 −4
- 總值
- $8,345 萬
- 較 2022 年第 1 季 +$293.9 萬 (+3.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 48,112 | $658.9 萬 | 7.9% | +555+1.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 283,241 | $658.8 萬 | 7.9% | +275,377+3,501.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,947 | $450.7 萬 | 5.4% | −631−5.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,282 | $393.3 萬 | 4.7% | +666+4.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,797 | $306.9 萬 | 3.7% | +2,117+7.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,434 | $257.8 萬 | 3.1% | +1,560+19.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 44,944 | $257.6 萬 | 3.1% | +44,944 | 新進 | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 23,535 | $190.0 萬 | 2.3% | +19,573+494.0% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 56,022 | $178.3 萬 | 2.1% | +15,889+39.6% | 加碼 | – |
| NEENextera Energy Inc | Stock | 21,689 | $168.2 萬 | 2.0% | +7,841+56.6% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 4,008 | $154.1 萬 | 1.8% | +4,008 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 590 | $129.4 萬 | 1.6% | −17−2.8% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,997 | $121.5 萬 | 1.5% | +1,164+14.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 520 | $114.1 萬 | 1.4% | +1+0.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 29,650 | $110.9 萬 | 1.3% | +29,650 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 9,129 | $102.8 萬 | 1.2% | +3,308+56.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,742 | $93.8 萬 | 1.1% | +150+3.3% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,501 | $89.5 萬 | 1.1% | +68+2.0% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 8,997 | $85.7 萬 | 1.0% | +10+0.1% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 1,320 | $80.4 萬 | 1.0% | +408+44.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,538 | $80.1 萬 | 1.0% | +1,647+42.3% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 4,428 | $76.7 萬 | 0.9% | +757+20.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,471 | $75.1 萬 | 0.9% | −77−5.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,156 | $73.8 萬 | 0.9% | +1,570+60.7% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 5,919 | $73.3 萬 | 0.9% | +115+2.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,795 | $72.6 萬 | 0.9% | −669−12.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V456 | S&P MDCP VLU MNT | 18,173 | $71.5 萬 | 0.9% | −12,593−40.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,583 | $71.4 萬 | 0.9% | +35+1.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,841 | $69.6 萬 | 0.8% | +1,458+43.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 17,440 | $68.3 萬 | 0.8% | +238+1.4% | 加碼 | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 20,963 | $67.9 萬 | 0.8% | +20,963 | 新進 | – |
| TSLATesla, Inc. | Stock | 1,002 | $67.5 萬 | 0.8% | +104+11.6% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 5,047 | $67.1 萬 | 0.8% | +62+1.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,739 | $66.7 萬 | 0.8% | +3,290+34.8% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,066 | $66.6 萬 | 0.8% | −35−1.1% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,171 | $63.7 萬 | 0.8% | +16+1.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,142 | $60.5 萬 | 0.7% | −13−0.6% | 減碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 4,027 | $60.0 萬 | 0.7% | +4,027 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 1,824 | $57.8 萬 | 0.7% | −26−1.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 12,915 | $57.4 萬 | 0.7% | −1,396−9.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,762 | $57.1 萬 | 0.7% | +1,035+142.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,441 | $56.8 萬 | 0.7% | +9+0.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,369 | $56.4 萬 | 0.7% | +1,238+58.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,247 | $56.0 萬 | 0.7% | +31+1.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,074 | $55.7 萬 | 0.7% | −29−0.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,405 | $55.3 萬 | 0.7% | −366−9.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,162 | $53.6 萬 | 0.6% | +814+60.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,169 | $51.0 萬 | 0.6% | +1,538+42.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 15,757 | $49.1 萬 | 0.6% | +890+6.0% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,009 | $48.7 萬 | 0.6% | +83+9.0% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 4,771 | $48.4 萬 | 0.6% | +4,771 | 新進 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,224 | $47.7 萬 | 0.6% | +22+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 9,104 | $47.6 萬 | 0.6% | +86+1.0% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 11,923 | $46.3 萬 | 0.6% | +68+0.6% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 9,090 | $46.2 萬 | 0.6% | +1,627+21.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 15,844 | $45.7 萬 | 0.5% | +175+1.1% | 加碼 | – |
| CCICrown Castle Inc. | REIT | 2,648 | $44.7 萬 | 0.5% | +417+18.7% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 33,483 | $44.4 萬 | 0.5% | +3,311+11.0% | 加碼 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 10,430 | $44.2 萬 | 0.5% | +3,587+52.4% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,274 | $43.3 萬 | 0.5% | +217+4.3% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 4,650 | $42.9 萬 | 0.5% | +2,317+99.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,786 | $42.7 萬 | 0.5% | +1,355+94.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,707 | $41.0 萬 | 0.5% | +434+34.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 4,448 | $39.9 萬 | 0.5% | −9−0.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 2,895 | $39.6 萬 | 0.5% | +1,779+159.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,267 | $39.0 萬 | 0.5% | +970+29.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,153 | $38.8 萬 | 0.5% | +6,153 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,084 | $38.0 萬 | 0.5% | +200+10.6% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 13,085 | $38.0 萬 | 0.5% | +1,290+10.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 10,058 | $37.5 萬 | 0.4% | +132+1.3% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,881 | $34.5 萬 | 0.4% | +6,881 | 新進 | – |
| MCOMoodys Corp | Stock | 1,266 | $34.4 萬 | 0.4% | +133+11.7% | 加碼 | 歷史 |
| SCIService Corp International | COM | 4,915 | $34.0 萬 | 0.4% | +84+1.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 701 | $33.9 萬 | 0.4% | −30−4.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 988 | $33.4 萬 | 0.4% | −1,269−56.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,900 | $33.2 萬 | 0.4% | −3,133−34.7% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,489 | $32.9 萬 | 0.4% | −79−2.2% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 1,725 | $31.5 萬 | 0.4% | +1,725 | 新進 | 歷史 |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 7,655 | $31.5 萬 | 0.4% | +6+0.1% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,187 | $30.8 萬 | 0.4% | −73−3.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 879 | $30.5 萬 | 0.4% | −51−5.5% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,241 | $30.0 萬 | 0.4% | +120+10.7% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,502 | $29.9 萬 | 0.4% | +10.0% | 加碼 | – |
| WMWaste Management Inc | Stock | 1,900 | $29.1 萬 | 0.3% | +1,900 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 772 | $28.8 萬 | 0.3% | −47−5.7% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,679 | $28.5 萬 | 0.3% | +147+9.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,528 | $27.5 萬 | 0.3% | +2,528 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,528 | $27.0 萬 | 0.3% | +2,528 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 5,613 | $26.6 萬 | 0.3% | +721+14.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,041 | $26.5 萬 | 0.3% | +56+5.7% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,219 | $26.2 萬 | 0.3% | +442+11.7% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 3,762 | $26.1 萬 | 0.3% | +375+11.1% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 3,648 | $25.8 萬 | 0.3% | +354+10.7% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 11,044 | $25.8 萬 | 0.3% | +163+1.5% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 919 | $25.7 萬 | 0.3% | +93+11.3% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,022 | $25.2 萬 | 0.3% | +1,022 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 3,043 | $23.1 萬 | 0.3% | +367+13.7% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 1,615 | $22.8 萬 | 0.3% | +1,615 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,509 | $22.7 萬 | 0.3% | −1,194−25.4% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 2,923 | $22.5 萬 | 0.3% | +2,923 | 新進 | 歷史 |
2022 年第 1 季之後清倉（22 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 20,882 | $81.1 萬 | 1.0% | – |
| ICEIntercontinental Exchange, Inc. | Stock | 5,040 | $66.6 萬 | 0.8% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 4,600 | $60.4 萬 | 0.8% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,157 | $44.0 萬 | 0.5% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,570 | $40.8 萬 | 0.5% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,791 | $40.3 萬 | 0.5% | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 5,049 | $38.6 萬 | 0.5% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 6,604 | $33.8 萬 | 0.4% | – |
| UBERUber Technologies, Inc | Stock | 9,064 | $32.3 萬 | 0.4% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,948 | $31.4 萬 | 0.4% | – |
| BKNGBooking Holdings Inc. | Stock | 109 | $25.6 萬 | 0.3% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,122 | $25.5 萬 | 0.3% | – |
| WMTWalmart Inc. | Stock | 1,652 | $24.8 萬 | 0.3% | 歷史 |
| TGTTarget Corp | Stock | 1,146 | $24.3 萬 | 0.3% | 歷史 |
| iShares Tr46435U861 | CORE DIVID ETF | 5,701 | $23.8 萬 | 0.3% | – |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 5,179 | $23.7 萬 | 0.3% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,118 | $23.4 萬 | 0.3% | – |
| DISWalt Disney Co | Stock | 1,701 | $23.2 萬 | 0.3% | 歷史 |
| CTASCintas Corp | Stock | 515 | $22.2 萬 | 0.3% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 1,837 | $21.9 萬 | 0.3% | 歷史 |
| iShares Inc464286426 | MSCI EM ASIA ETF | 2,907 | $21.8 萬 | 0.3% | – |
| DEDeere & Co | Stock | 521 | $21.6 萬 | 0.3% | 歷史 |