LWM Advisory Services, LLC
- SEC CIK
- 0001697716
- 最新申報
- 2026/8/3
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/3 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 80
- 較 2026 年第 1 季 +4
- 總值
- $5,602 萬
- 較 2026 年第 1 季 −$3,764 萬 (−40.2%)
| 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 | 7,977 | $595.7 萬 | 10.6% | −13,896−63.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 15,499 | $448.5 萬 | 8.0% | −16,834−52.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,552 | $227.8 萬 | 4.1% | −2,519−35.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,235 | $184.8 萬 | 3.3% | −6,599−41.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,619 | $172.3 萬 | 3.1% | −2,678−36.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,462 | $157.7 萬 | 2.8% | −3,207−41.8% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 30,029 | $136.6 萬 | 2.4% | +30,029 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 5,506 | $131.2 萬 | 2.3% | −9,195−62.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,727 | $127.2 萬 | 2.3% | −2,320−57.3% | 減碼 | – |
| WisdomTree Tr97717Y568 | EFFICIENT GLD PL | 20,000 | $122.2 萬 | 2.2% | −192−1.0% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 24,153 | $121.6 萬 | 2.2% | −83,316−77.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 901 | $108.1 萬 | 1.9% | +73+8.8% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 10,441 | $105.1 萬 | 1.9% | −1,154−10.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 21,989 | $103.2 萬 | 1.8% | +21,989 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 3,119 | $102.1 萬 | 1.8% | −873−21.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 10,052 | $88.3 萬 | 1.6% | +10,052 | 新進 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,977 | $84.3 萬 | 1.5% | −852−30.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 28,511 | $79.3 萬 | 1.4% | −97,147−77.3% | 減碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 9,595 | $72.6 萬 | 1.3% | +9,595 | 新進 | – |
| TIGOMillicom International Cellular SA | COM STK | 7,978 | $72.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 4,054 | $71.5 萬 | 1.3% | +69+1.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 7,987 | $71.2 萬 | 1.3% | +7,987 | 新進 | – |
| NEENextera Energy Inc | Stock | 7,795 | $68.4 萬 | 1.2% | −519−6.2% | 減碼 | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 12,854 | $65.5 萬 | 1.2% | +12,854 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 1,732 | $61.9 萬 | 1.1% | −1,484−46.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 4,726 | $58.7 萬 | 1.0% | −5,748−54.9% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 11,516 | $58.3 萬 | 1.0% | −73,837−86.5% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 11,811 | $56.9 萬 | 1.0% | −1,048−8.1% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 5,697 | $55.0 萬 | 1.0% | +5,697 | 新進 | – |
| FEFirstenergy Corp | COM | 11,309 | $53.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 11,528 | $52.7 萬 | 0.9% | +11,528 | 新進 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 4,778 | $52.7 萬 | 0.9% | −2,656−35.7% | 減碼 | – |
| AONAon plc | CL A | 1,545 | $51.2 萬 | 0.9% | +250+19.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,184 | $50.5 萬 | 0.9% | +11+0.9% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 14,875 | $49.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 2,948 | $49.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 18,235 | $48.4 萬 | 0.9% | +18,235 | 新進 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 11,244 | $46.8 萬 | 0.8% | +11,244 | 新進 | – |
| VVisa Inc. | Stock | 1,358 | $46.6 萬 | 0.8% | −432−24.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 481 | $46.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 377 | $44.3 萬 | 0.8% | +7+1.9% | 加碼 | 歷史 |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 9,579 | $43.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 7,091 | $42.7 萬 | 0.8% | −3,204−31.1% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,482 | $41.7 萬 | 0.7% | −443−23.0% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 5,166 | $41.0 萬 | 0.7% | −40,327−88.6% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 30,210 | $40.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SCIService Corp International | COM | 5,303 | $40.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 19,116 | $39.6 萬 | 0.7% | −1,088−5.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,058 | $39.5 萬 | 0.7% | +78+8.0% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 4,720 | $37.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,503 | $35.2 萬 | 0.6% | −299−3.4% | 減碼 | – |
| NFLXNetflix Inc | Stock | 4,830 | $34.5 萬 | 0.6% | −682−12.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 489 | $33.6 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,680 | $33.5 萬 | 0.6% | +5,680 | 新進 | – |
| PAMPampa Energy Inc. | SPONS ADR LVL I | 4,071 | $33.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 574 | $33.3 萬 | 0.6% | +574 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 2,816 | $33.1 萬 | 0.6% | −350−11.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,205 | $32.3 萬 | 0.6% | +528+31.5% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 6,486 | $32.1 萬 | 0.6% | +6,486 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 561 | $31.6 萬 | 0.6% | −124−18.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 8,999 | $31.5 萬 | 0.6% | +8,999 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,515 | $31.1 萬 | 0.6% | 00.0% | 不變 | – |
| TMUST-Mobile US, Inc. | Stock | 1,780 | $29.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 685 | $29.6 萬 | 0.5% | +685 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 579 | $29.0 萬 | 0.5% | −129−18.2% | 減碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 732 | $27.8 萬 | 0.5% | +732 | 新進 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 7,119 | $27.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,139 | $27.2 萬 | 0.5% | −586−34.0% | 減碼 | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 2,846 | $25.4 萬 | 0.5% | −3,752−56.9% | 減碼 | – |
| WMTWalmart Inc. | Stock | 2,168 | $24.6 萬 | 0.4% | +2,168 | 新進 | 歷史 |
| iShares Tr464288588 | MBS ETF | 2,589 | $24.5 萬 | 0.4% | +2,589 | 新進 | – |
| GPRKGeoPark Ltd | USD SHS | 25,185 | $22.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 1,093 | $22.8 萬 | 0.4% | +1,093 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 891 | $22.6 萬 | 0.4% | +891 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 426 | $21.9 萬 | 0.4% | −117−21.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 513 | $21.6 萬 | 0.4% | −603−54.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 227 | $21.2 萬 | 0.4% | −83−26.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,648 | $21.2 萬 | 0.4% | +1,648 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 122 | $20.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,302 | $20.2 萬 | 0.4% | +2,302 | 新進 | – |
2026 年第 1 季之後清倉（18 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46654Q559 | FLEXI DEBT ETF | 79,111 | $393.0 萬 | 4.2% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 19,208 | $87.7 萬 | 0.9% | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 7,496 | $84.0 萬 | 0.9% | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 6,444 | $74.0 萬 | 0.8% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,468 | $72.7 萬 | 0.8% | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,980 | $70.8 萬 | 0.8% | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 12,647 | $69.0 萬 | 0.7% | – |
| iShares Tr46434V787 | YLD OPTIM BD | 28,268 | $63.7 萬 | 0.7% | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 4,723 | $57.1 萬 | 0.6% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,106 | $51.2 萬 | 0.5% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,983 | $42.4 萬 | 0.5% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 4,146 | $40.6 萬 | 0.4% | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 7,249 | $36.8 萬 | 0.4% | – |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 13,111 | $30.3 萬 | 0.3% | 歷史 |
| HDHome Depot, Inc. | Stock | 784 | $26.2 萬 | 0.3% | 歷史 |
| MARMarriott International Inc | Stock | 737 | $24.1 萬 | 0.3% | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 753 | $24.0 萬 | 0.3% | – |
| iShares Tr464287622 | RUS 1000 ETF | 659 | $23.5 萬 | 0.3% | – |