LWM Advisory Services, LLC
- SEC CIK
- 0001697716
- 最新申報
- 2026/8/3
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 93
- 較 2024 年第 2 季 +13
- 總值
- $1.35 億
- 較 2024 年第 2 季 +$1,641 萬 (+13.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 36,259 | $2,080 萬 | 15.4% | +15,213+72.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 331,046 | $863.7 萬 | 6.4% | −5,059−1.5% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 138,206 | $799.2 萬 | 5.9% | −5,616−3.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 34,235 | $797.7 萬 | 5.9% | +7,639+28.7% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 178,423 | $734.4 萬 | 5.4% | −4,259−2.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 127,900 | $655.7 萬 | 4.9% | +484+0.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 10,411 | $448.0 萬 | 3.3% | +3,129+43.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,937 | $411.3 萬 | 3.0% | +844+10.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 27,125 | $329.4 萬 | 2.4% | +10,113+59.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,225 | $321.0 萬 | 2.4% | +1,728+11.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,755 | $280.9 萬 | 2.1% | −800−12.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 57,471 | $273.2 萬 | 2.0% | +2,776+5.1% | 加碼 | – |
| iShares Tr46434V787 | YLD OPTIM BD | 117,159 | $268.5 萬 | 2.0% | −7,097−5.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 29,364 | $266.2 萬 | 2.0% | +10,519+55.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 24,511 | $251.4 萬 | 1.9% | −1,803−6.9% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 23,947 | $237.5 萬 | 1.8% | +925+4.0% | 加碼 | – |
| FDSFactset Research Systems Inc | Stock | 4,000 | $183.9 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,801 | $159.5 萬 | 1.2% | −17−0.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 14,122 | $148.3 萬 | 1.1% | −1,872−11.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 8,653 | $144.7 萬 | 1.1% | +345+4.2% | 加碼 | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 20,832 | $138.2 萬 | 1.0% | +10,293+97.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,187 | $134.3 萬 | 1.0% | −2,163−11.8% | 減碼 | – |
| NEENextera Energy Inc | Stock | 15,466 | $130.7 萬 | 1.0% | −1,295−7.7% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 6,143 | $123.4 萬 | 0.9% | −1,871−23.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,498 | $115.9 萬 | 0.9% | +1,062+23.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,028 | $113.5 萬 | 0.8% | +568+12.7% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,146 | $102.8 萬 | 0.8% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 27,212 | $102.2 萬 | 0.8% | −4,553−14.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 20,271 | $97.4 萬 | 0.7% | −1,560−7.1% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 21,351 | $96.8 萬 | 0.7% | +21,351 | 新進 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 69,425 | $94.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 899 | $85.4 萬 | 0.6% | −71−7.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,782 | $79.3 萬 | 0.6% | +2,781+139.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 16,500 | $75.1 萬 | 0.6% | −1,412−7.9% | 減碼 | – |
| VVisa Inc. | Stock | 2,705 | $74.4 萬 | 0.6% | +955+54.6% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,115 | $66.5 萬 | 0.5% | +2,115 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,054 | $65.2 萬 | 0.5% | +323+44.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,578 | $63.9 萬 | 0.5% | +374+31.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,540 | $59.1 萬 | 0.4% | +418+19.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,840 | $56.0 萬 | 0.4% | +479+35.2% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 3,826 | $56.0 萬 | 0.4% | +826+27.5% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 3,025 | $54.1 萬 | 0.4% | −426−12.3% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 14,875 | $53.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,575 | $53.1 萬 | 0.4% | +941+57.6% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,251 | $52.9 萬 | 0.4% | +120+10.6% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,018 | $52.6 萬 | 0.4% | −1,865−64.7% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,893 | $52.0 萬 | 0.4% | −410−12.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,038 | $51.3 萬 | 0.4% | +1,038 | 新進 | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 3,242 | $50.9 萬 | 0.4% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 3,307 | $50.6 萬 | 0.4% | −419−11.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 876 | $50.2 萬 | 0.4% | +297+51.3% | 加碼 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 10,977 | $47.7 萬 | 0.4% | −1,554−12.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 537 | $47.6 萬 | 0.4% | +298+124.7% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 10,615 | $47.1 萬 | 0.3% | −317−2.9% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 4,642 | $47.0 萬 | 0.3% | −121−2.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,749 | $45.8 萬 | 0.3% | +717+69.5% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,296 | $44.9 萬 | 0.3% | +166+7.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 764 | $44.7 萬 | 0.3% | +764 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,602 | $44.2 萬 | 0.3% | +879+51.0% | 加碼 | 歷史 |
| SCIService Corp International | COM | 5,592 | $44.1 萬 | 0.3% | −794−12.4% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,612 | $43.2 萬 | 0.3% | −229−12.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,257 | $41.7 萬 | 0.3% | +1,257 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,393 | $41.5 萬 | 0.3% | +289+13.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 802 | $39.7 萬 | 0.3% | −85−9.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,585 | $38.1 萬 | 0.3% | +343+15.3% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,745 | $37.7 萬 | 0.3% | +3,745 | 新進 | – |
| CTASCintas Corp | Stock | 1,780 | $36.6 萬 | 0.3% | +1,780 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,648 | $36.4 萬 | 0.3% | +373+29.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 6,817 | $36.1 萬 | 0.3% | −206,959−96.8% | 減碼 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 4,157 | $35.6 萬 | 0.3% | +992+31.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,769 | $34.9 萬 | 0.3% | +199+12.7% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 6,774 | $33.8 萬 | 0.3% | −1,064−13.6% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 9,658 | $33.3 萬 | 0.2% | −1,547−13.8% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 840 | $32.7 萬 | 0.2% | −340−28.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 626 | $32.4 萬 | 0.2% | +626 | 新進 | 歷史 |
| TDGTransDigm Group INC | COM | 224 | $32.0 萬 | 0.2% | −43−16.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,500 | $31.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,546 | $28.9 萬 | 0.2% | +442+21.0% | 加碼 | 歷史 |
| TIGOMillicom International Cellular SA | COM STK | 10,638 | $28.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALCAlcon Inc | Stock | 2,814 | $28.1 萬 | 0.2% | −396−12.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 489 | $25.8 萬 | 0.2% | 00.0% | 不變 | – |
| GTLSChart Industries Inc | COM | 2,061 | $25.6 萬 | 0.2% | +659+47.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 122 | $25.0 萬 | 0.2% | +122 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 485 | $24.6 萬 | 0.2% | +485 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 337 | $23.9 萬 | 0.2% | +337 | 新進 | 歷史 |
| PWRQuanta Services, Inc. | COM | 780 | $23.3 萬 | 0.2% | +780 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,925 | $21.9 萬 | 0.2% | +1,925 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 760 | $21.9 萬 | 0.2% | +760 | 新進 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 3,080 | $21.6 萬 | 0.2% | −436−12.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,190 | $21.3 萬 | 0.2% | +1,190 | 新進 | – |
| CHDChurch & Dwight Co Inc | COM | 2,000 | $20.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 2,579 | $20.8 萬 | 0.2% | +2,579 | 新進 | 歷史 |
| BTLNBrightline Interactive, Inc. | COM | 17,603 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（3 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。