LWM Advisory Services, LLC
- SEC CIK
- 0001697716
- 最新申報
- 2026/8/3
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/4 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 95
- 較 2024 年第 3 季 +2
- 總值
- $1.44 億
- 較 2024 年第 3 季 +$881.3 萬 (+6.5%)
| 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 | 35,168 | $2,061 萬 | 14.3% | −1,091−3.0% | 減碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 153,101 | $864.7 萬 | 6.0% | +14,895+10.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 32,399 | $809.8 萬 | 5.6% | −1,836−5.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 337,778 | $790.7 萬 | 5.5% | +6,732+2.0% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 177,430 | $717.0 萬 | 5.0% | −993−0.6% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 137,106 | $712.8 萬 | 5.0% | +115,755+542.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 132,395 | $664.0 萬 | 4.6% | +4,495+3.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,905 | $403.5 萬 | 2.8% | −32−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,523 | $401.0 萬 | 2.8% | −888−8.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,597 | $364.2 萬 | 2.5% | −628−3.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 26,110 | $353.1 萬 | 2.5% | −1,015−3.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 35,044 | $332.9 萬 | 2.3% | +5,680+19.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 64,335 | $321.4 萬 | 2.2% | +6,864+11.9% | 加碼 | – |
| iShares Tr46434V787 | YLD OPTIM BD | 131,036 | $290.4 萬 | 2.0% | +13,877+11.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,415 | $276.8 萬 | 1.9% | −340−5.9% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 25,925 | $261.3 萬 | 1.8% | +1,978+8.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 20,999 | $206.8 萬 | 1.4% | −3,512−14.3% | 減碼 | – |
| FDSFactset Research Systems Inc | Stock | 4,000 | $192.1 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,565 | $163.1 萬 | 1.1% | −88−1.0% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 31,882 | $160.4 萬 | 1.1% | +31,882 | 新進 | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 15,522 | $159.1 萬 | 1.1% | +1,400+9.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,844 | $142.4 萬 | 1.0% | +43+2.4% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 6,582 | $138.5 萬 | 1.0% | +439+7.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 15,535 | $136.6 萬 | 0.9% | −652−4.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,458 | $130.9 萬 | 0.9% | −40−0.7% | 減碼 | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 18,934 | $127.8 萬 | 0.9% | −1,898−9.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,763 | $110.7 萬 | 0.8% | −265−5.3% | 減碼 | – |
| NEENextera Energy Inc | Stock | 15,282 | $109.5 萬 | 0.8% | −184−1.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 22,553 | $105.6 萬 | 0.7% | +2,282+11.3% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,040 | $101.6 萬 | 0.7% | −106−3.4% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 876 | $89.8 萬 | 0.6% | −23−2.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,516 | $85.5 萬 | 0.6% | −266−5.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 24,909 | $85.0 萬 | 0.6% | −2,303−8.5% | 減碼 | – |
| VVisa Inc. | Stock | 2,644 | $83.4 萬 | 0.6% | −61−2.3% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 14,875 | $78.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,261 | $72.8 萬 | 0.5% | +146+6.9% | 加碼 | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 69,425 | $71.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,760 | $59.3 萬 | 0.4% | −133−4.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 13,259 | $57.9 萬 | 0.4% | −3,241−19.6% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,557 | $55.7 萬 | 0.4% | +1,812+48.4% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 2,513 | $55.3 萬 | 0.4% | −62−2.4% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,494 | $55.3 萬 | 0.4% | +852+18.4% | 加碼 | – |
| BXBlackstone Inc. | COM | 3,171 | $54.7 萬 | 0.4% | −136−4.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 924 | $54.4 萬 | 0.4% | +48+5.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,038 | $54.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,840 | $53.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,251 | $53.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,353 | $52.6 萬 | 0.4% | −225−14.3% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 2,959 | $50.7 萬 | 0.4% | −66−2.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 553 | $50.5 萬 | 0.4% | +16+3.0% | 加碼 | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 3,242 | $50.4 萬 | 0.4% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 1,004 | $50.0 萬 | 0.3% | −14−1.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,244 | $49.3 萬 | 0.3% | +596+36.2% | 加碼 | 歷史 |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 11,576 | $49.2 萬 | 0.3% | +11,576 | 新進 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 3,826 | $47.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 768 | $44.0 萬 | 0.3% | −34−4.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,382 | $43.5 萬 | 0.3% | −158−6.2% | 減碼 | 歷史 |
| SCIService Corp International | COM | 5,333 | $42.6 萬 | 0.3% | −259−4.6% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,543 | $42.5 萬 | 0.3% | −69−4.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,496 | $41.8 萬 | 0.3% | +103+4.3% | 加碼 | 歷史 |
| PAMPampa Energy Inc. | SPONS ADR LVL I | 4,736 | $41.6 萬 | 0.3% | +4,736 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,048 | $40.6 萬 | 0.3% | −701−40.1% | 減碼 | 歷史 |
| FEFirstenergy Corp | COM | 10,174 | $40.5 萬 | 0.3% | −441−4.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,200 | $39.8 萬 | 0.3% | −57−4.5% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 4,566 | $38.8 萬 | 0.3% | +1,752+62.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 742 | $38.7 萬 | 0.3% | −312−29.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,551 | $38.6 萬 | 0.3% | −51−2.0% | 減碼 | 歷史 |
| GTLSChart Industries Inc | COM | 2,005 | $38.3 萬 | 0.3% | −56−2.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 752 | $38.0 萬 | 0.3% | −12−1.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,585 | $37.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,425 | $36.5 萬 | 0.3% | +3,425 | 新進 | – |
| ZTSZoetis Inc. | Stock | 2,232 | $36.3 萬 | 0.3% | −64−2.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 369 | $32.8 萬 | 0.2% | +32+9.5% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 1,780 | $32.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,769 | $31.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 840 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,500 | $30.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 7,132 | $28.5 萬 | 0.2% | −3,845−35.0% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 214 | $27.1 萬 | 0.2% | −10−4.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 611 | $27.0 萬 | 0.2% | −15−2.4% | 減碼 | 歷史 |
| TIGOMillicom International Cellular SA | COM STK | 10,638 | $26.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 4,891 | $26.5 萬 | 0.2% | −1,926−28.3% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 798 | $26.5 萬 | 0.2% | +798 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 489 | $26.3 萬 | 0.2% | 00.0% | 不變 | – |
| PWRQuanta Services, Inc. | COM | 780 | $24.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 2,627 | $23.7 萬 | 0.2% | +48+1.9% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 485 | $23.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,925 | $21.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 6,715 | $21.7 萬 | 0.2% | −2,943−30.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,171 | $21.6 萬 | 0.2% | −375−14.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 760 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,364 | $21.0 萬 | 0.1% | +1,364 | 新進 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,000 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MELIMercadolibre Inc | COM | 122 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BTLNBrightline Interactive, Inc. | COM | 17,603 | $4.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CPCanadian Pacific Kansas City Ltd | COM | 4,157 | $35.6 萬 | 0.3% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 6,774 | $33.8 萬 | 0.3% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 3,080 | $21.6 萬 | 0.2% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,190 | $21.3 萬 | 0.2% | – |