LWM Advisory Services, LLC
- SEC CIK
- 0001697716
- 最新申報
- 2026/8/3
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/16 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 116
- 較 2022 年第 2 季 +10
- 總值
- $8,832 萬
- 較 2022 年第 2 季 +$487.1 萬 (+5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 50,299 | $697.5 萬 | 7.9% | +2,187+4.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 314,564 | $660.3 萬 | 7.5% | +31,323+11.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,305 | $439.5 萬 | 5.0% | +358+3.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,043 | $374.8 萬 | 4.2% | +761+5.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,388 | $340.7 萬 | 3.9% | +1,591+5.5% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 53,832 | $290.2 萬 | 3.3% | +8,888+19.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,167 | $274.9 萬 | 3.1% | +733+7.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 22,253 | $174.8 萬 | 2.0% | +564+2.6% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 54,651 | $163.4 萬 | 1.9% | −1,371−2.4% | 減碼 | – |
| FDSFactset Research Systems Inc | Stock | 4,016 | $160.7 萬 | 1.8% | +8+0.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 18,598 | $142.1 萬 | 1.6% | −4,937−21.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 25,556 | $128.5 萬 | 1.5% | +25,556 | 新進 | – |
| TMUST-Mobile US, Inc. | Stock | 8,982 | $122.0 萬 | 1.4% | −15−0.2% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 13,093 | $117.5 萬 | 1.3% | +4,096+45.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 12,148 | $116.8 萬 | 1.3% | +348+2.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 30,132 | $106.6 萬 | 1.2% | +482+1.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 11,083 | $106.0 萬 | 1.2% | +683+6.6% | 加碼依 20 比 1 拆股換算 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,804 | $105.3 萬 | 1.2% | +675+7.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 28,891 | $103.4 萬 | 1.2% | +16,968+142.3% | 加碼 | – |
| VVisa Inc. | Stock | 5,113 | $94.0 萬 | 1.1% | +371+7.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,082 | $89.3 萬 | 1.0% | +544+9.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,218 | $85.4 萬 | 1.0% | +212+7.1% | 加碼依 3 比 1 拆股換算 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 5,006 | $83.1 萬 | 0.9% | −41−0.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,622 | $82.4 萬 | 0.9% | +151+10.3% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 5,865 | $79.5 萬 | 0.9% | −54−0.9% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,527 | $75.7 萬 | 0.9% | +26+0.7% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 4,407 | $75.2 萬 | 0.9% | −21−0.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,635 | $74.6 萬 | 0.8% | +52+2.0% | 加碼 | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 21,936 | $74.5 萬 | 0.8% | +973+4.6% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 1,317 | $72.5 萬 | 0.8% | −3−0.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,433 | $72.4 萬 | 0.8% | +277+6.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,667 | $72.0 萬 | 0.8% | +826+17.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 17,812 | $71.6 萬 | 0.8% | +372+2.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,314 | $71.5 萬 | 0.8% | +1,326+134.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,293 | $66.8 萬 | 0.8% | +122+10.4% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,085 | $63.9 萬 | 0.7% | +19+0.6% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 3,696 | $61.6 萬 | 0.7% | +327+9.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 12,229 | $61.3 萬 | 0.7% | +3,125+34.3% | 加碼 | – |
| MAMastercard Inc | Stock | 1,982 | $60.8 萬 | 0.7% | +158+8.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,590 | $60.3 萬 | 0.7% | +851+6.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,805 | $58.4 萬 | 0.7% | +43+2.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 22,420 | $57.8 萬 | 0.7% | +6,576+41.5% | 加碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 14,091 | $57.8 萬 | 0.7% | +14,091 | 新進 | – |
| MCDMcDonalds Corp | Stock | 2,412 | $57.6 萬 | 0.7% | +250+11.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,927 | $56.9 萬 | 0.6% | +486+14.1% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,387 | $55.1 萬 | 0.6% | +113+2.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 17,479 | $54.3 萬 | 0.6% | +1,722+10.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,975 | $53.9 萬 | 0.6% | −167−7.8% | 減碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 4,056 | $53.9 萬 | 0.6% | +29+0.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,199 | $53.5 萬 | 0.6% | +125+2.1% | 加碼 | 歷史 |
| SCIService Corp International | COM | 9,016 | $52.1 萬 | 0.6% | +4,101+83.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,118 | $51.3 萬 | 0.6% | +949+18.4% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,327 | $49.2 萬 | 0.6% | +80+2.5% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,077 | $48.9 萬 | 0.6% | +68+6.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,994 | $48.4 萬 | 0.5% | +1,099+38.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,761 | $48.1 萬 | 0.5% | −1,034−21.6% | 減碼 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 5,724 | $47.7 萬 | 0.5% | +5,724 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 5,170 | $45.9 萬 | 0.5% | +903+21.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,262 | $43.8 萬 | 0.5% | +476+17.1% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,980 | $42.9 萬 | 0.5% | +332+12.5% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,823 | $42.4 萬 | 0.5% | +116+6.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,120 | $42.3 萬 | 0.5% | −285−8.4% | 減碼 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 10,355 | $42.3 萬 | 0.5% | −75−0.7% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 34,987 | $41.9 萬 | 0.5% | +1,504+4.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,058 | $40.1 萬 | 0.5% | +905+14.7% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 10,196 | $39.5 萬 | 0.4% | +138+1.4% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,182 | $39.4 萬 | 0.4% | +98+4.7% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,154 | $39.2 萬 | 0.4% | −70−1.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,991 | $38.9 萬 | 0.4% | +91+1.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,209 | $38.8 萬 | 0.4% | +1,119+12.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 788 | $38.5 萬 | 0.4% | +87+12.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 9,806 | $38.4 萬 | 0.4% | +2,151+28.1% | 加碼 | – |
| CCKCrown Holdings, Inc. | COM | 4,610 | $37.4 萬 | 0.4% | −40−0.9% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 13,170 | $35.1 萬 | 0.4% | +85+0.6% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,727 | $33.8 萬 | 0.4% | +48+2.9% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,322 | $32.1 萬 | 0.4% | +56+4.4% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 962 | $31.7 萬 | 0.4% | +43+4.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,966 | $31.5 萬 | 0.4% | +66+3.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,950 | $31.5 萬 | 0.4% | +225+13.0% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,863 | $30.5 萬 | 0.3% | +820+26.9% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 11,022 | $30.4 萬 | 0.3% | −22−0.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,450 | $29.7 萬 | 0.3% | +263+12.0% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 6,819 | $29.7 萬 | 0.3% | +1,206+21.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,051 | $29.6 萬 | 0.3% | +523+20.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 882 | $28.9 萬 | 0.3% | +3+0.3% | 加碼 | – |
| DHRDanaher Corp | Stock | 1,055 | $27.9 萬 | 0.3% | +14+1.3% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,047 | $27.4 萬 | 0.3% | −442−12.7% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,314 | $27.3 萬 | 0.3% | +73+5.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,182 | $26.6 萬 | 0.3% | +290+32.5% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 779 | $26.0 萬 | 0.3% | +779 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,750 | $25.9 萬 | 0.3% | +2,750 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 805 | $25.6 萬 | 0.3% | +33+4.3% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 3,964 | $25.6 萬 | 0.3% | +202+5.4% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,607 | $25.3 萬 | 0.3% | +388+9.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,394 | $25.0 萬 | 0.3% | +1,394 | 新進 | – |
| XELXcel Energy Inc | Stock | 3,904 | $25.0 萬 | 0.3% | +256+7.0% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 2,692 | $24.7 萬 | 0.3% | +2,692 | 新進 | – |
| GILDGilead Sciences, Inc. | Stock | 3,632 | $24.4 萬 | 0.3% | +3,632 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,482 | $24.2 萬 | 0.3% | +59+4.1% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 1,836 | $23.6 萬 | 0.3% | +221+13.7% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（8 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V456 | S&P MDCP VLU MNT | 18,173 | $71.5 萬 | 0.9% | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 12,915 | $57.4 萬 | 0.7% | – |
| MDTMedtronic plc | Stock | 4,448 | $39.9 萬 | 0.5% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,881 | $34.5 萬 | 0.4% | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,502 | $29.9 萬 | 0.4% | – |
| DUKDuke Energy CORP | Stock | 2,528 | $27.0 萬 | 0.3% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,621 | $20.0 萬 | 0.2% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 14,349 | $12.4 萬 | 0.1% | 歷史 |