LWM Advisory Services, LLC
- SEC CIK
- 0001697716
- 最新申報
- 2026/8/3
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 90
- 較 2025 年第 1 季 −6
- 總值
- $1.45 億
- 較 2025 年第 1 季 +$100.9 萬 (+0.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLDMWorld Gold Trust | SPDR GLD MINIS | 259,230 | $1,698 萬 | 11.7% | +97,516+60.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,790 | $1,285 萬 | 8.9% | +943+4.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 393,530 | $1,028 萬 | 7.1% | +38,368+10.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 49,466 | $899.0 萬 | 6.2% | +359+0.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 138,983 | $689.9 萬 | 4.8% | +2,780+2.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,114 | $597.3 萬 | 4.1% | −577−1.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,973 | $484.5 萬 | 3.3% | +100+1.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,036 | $449.5 萬 | 3.1% | −454−4.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 38,862 | $437.1 萬 | 3.0% | +2,714+7.5% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 83,960 | $422.4 萬 | 2.9% | +1,668+2.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 25,994 | $410.7 萬 | 2.8% | −1,551−5.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,550 | $363.1 萬 | 2.5% | −497−2.9% | 減碼 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 137,343 | $310.5 萬 | 2.1% | +500+0.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,987 | $275.1 萬 | 1.9% | −634−11.3% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 22,030 | $237.5 萬 | 1.6% | −3,995−15.4% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 10,375 | $235.6 萬 | 1.6% | +6,287+153.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 35,105 | $182.9 萬 | 1.3% | −6,859−16.3% | 減碼 | – |
| FDSFactset Research Systems Inc | Stock | 4,000 | $178.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 15,077 | $156.4 萬 | 1.1% | −23−0.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,269 | $152.8 萬 | 1.1% | −205−3.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,132 | $144.3 萬 | 1.0% | −433−5.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 13,721 | $134.8 萬 | 0.9% | −249−1.8% | 減碼 | – |
| iShares Tr46434V290 | US SML CAP EQT | 19,836 | $134.8 萬 | 0.9% | +1,953+10.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,698 | $132.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 13,714 | $130.7 萬 | 0.9% | −609−4.3% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 29,483 | $123.4 萬 | 0.9% | −25,462−46.3% | 減碼 | – |
| NEENextera Energy Inc | Stock | 16,693 | $115.9 萬 | 0.8% | +1,331+8.7% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,040 | $106.7 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,264 | $102.3 萬 | 0.7% | +5,264 | 新進 | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 21,972 | $100.0 萬 | 0.7% | +99+0.5% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 23,473 | $95.0 萬 | 0.7% | −429−1.8% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 876 | $91.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 14,875 | $91.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,306 | $81.9 萬 | 0.6% | −246−9.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,285 | $75.5 萬 | 0.5% | −302−6.6% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,195 | $74.6 萬 | 0.5% | −5−0.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 970 | $71.7 萬 | 0.5% | −14−1.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,674 | $67.7 萬 | 0.5% | −72−2.6% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 2,760 | $65.8 萬 | 0.5% | +247+9.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,173 | $64.1 萬 | 0.4% | −61−2.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,151 | $60.7 萬 | 0.4% | +147+14.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 12,859 | $57.5 萬 | 0.4% | −400−3.0% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,517 | $56.8 萬 | 0.4% | −4−0.1% | 減碼 | – |
| WCNWaste Connections, Inc. | COM | 3,023 | $56.4 萬 | 0.4% | −11−0.4% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 12,913 | $56.3 萬 | 0.4% | −168,736−92.9% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,253 | $55.2 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 3,242 | $54.9 萬 | 0.4% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 938 | $52.7 萬 | 0.4% | −100−9.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,730 | $50.6 萬 | 0.3% | −110−6.0% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 3,626 | $50.4 萬 | 0.3% | −170−4.5% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 4,992 | $50.3 萬 | 0.3% | −1,859−27.1% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 495 | $49.0 萬 | 0.3% | −58−10.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,257 | $48.7 萬 | 0.3% | +86+2.7% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 12,074 | $48.6 萬 | 0.3% | +1,900+18.7% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,539 | $47.9 萬 | 0.3% | −4−0.3% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 5,993 | $47.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,263 | $46.3 萬 | 0.3% | −141−10.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,229 | $46.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MELIMercadolibre Inc | COM | 172 | $45.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,968 | $43.5 萬 | 0.3% | −293−13.0% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,786 | $43.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SCIService Corp International | COM | 5,320 | $43.3 萬 | 0.3% | −13−0.2% | 減碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 9,935 | $42.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 318 | $42.6 萬 | 0.3% | −30−8.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,636 | $42.0 萬 | 0.3% | −171−6.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,175 | $41.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NDAQNasdaq, Inc. | COM | 4,676 | $41.8 萬 | 0.3% | +4,676 | 新進 | 歷史 |
| ALCAlcon Inc | Stock | 4,566 | $40.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TIGOMillicom International Cellular SA | COM STK | 10,638 | $39.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 910 | $36.9 萬 | 0.3% | −100−9.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,550 | $36.5 萬 | 0.3% | −50−1.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,575 | $36.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,131 | $35.9 萬 | 0.2% | −90−7.4% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 225 | $34.2 萬 | 0.2% | −1−0.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 587 | $33.3 萬 | 0.2% | 00.0% | 不變 | – |
| ZTSZoetis Inc. | Stock | 2,122 | $33.1 萬 | 0.2% | −110−4.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,732 | $32.1 萬 | 0.2% | −37−2.1% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 1,440 | $32.1 萬 | 0.2% | −340−19.1% | 減碼 | 歷史 |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 10,147 | $31.9 萬 | 0.2% | −2,711−21.1% | 減碼 | 歷史 |
| PAMPampa Energy Inc. | SPONS ADR LVL I | 4,373 | $30.3 萬 | 0.2% | −918−17.4% | 減碼 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 7,132 | $29.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 660 | $28.9 萬 | 0.2% | −200−23.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,684 | $26.2 萬 | 0.2% | −180−6.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 4,305 | $24.9 萬 | 0.2% | −360−7.7% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 1,790 | $24.3 萬 | 0.2% | −135−7.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 751 | $23.4 萬 | 0.2% | +54+7.7% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 615 | $23.3 萬 | 0.2% | −165−21.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 752 | $21.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,364 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BTLNBrightline Interactive, Inc. | COM | 17,603 | $2.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 132,312 | $724.5 萬 | 5.0% | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 49,799 | $51.0 萬 | 0.4% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 833 | $45.5 萬 | 0.3% | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,731 | $25.1 萬 | 0.2% | – |
| ADBEAdobe Inc. | Stock | 611 | $23.4 萬 | 0.2% | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,000 | $22.0 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 809 | $21.8 萬 | 0.2% | 歷史 |
| SNPSSynopsys Inc | COM | 485 | $21.1 萬 | 0.1% | 歷史 |