WP Advisors, LLC
- SEC CIK
- 0001697796
- 最新申報
- 2026/7/29
2025 年第 2 季到 2025 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 7 檔
- 估計 +$267.5 萬
- 加碼
- 64 檔
- 估計 +$367.1 萬
- 減碼
- 40 檔
- 估計 −$656.5 萬
- 清倉
- 2 檔
- 估計 −$44.5 萬
總值從 $3.64 億變成 $3.93 億（+$2,930 萬 (+8.0%)），持股從 116 檔變成 121 檔（+5）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 減碼歷史 | 163,090163,560 | −470−0.3% | $4,153 萬$3,356 萬 | −$12.0 萬 | 10.6%9.2% | +1.34 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 131,259137,894 | −6,635−4.8% | $3,338 萬$3,268 萬 | −$168.7 萬 | 8.5%9.0% | −0.49 |
| GOOGAlphabet Inc. | 加碼歷史 | 117,454116,135 | +1,319+1.1% | $2,861 萬$2,060 萬 | +$32.1 萬 | 7.3%5.7% | +1.61 |
| METAMeta Platforms, Inc. | 減碼歷史 | 36,06336,887 | −824−2.2% | $2,648 萬$2,723 萬 | −$60.5 萬 | 6.7%7.5% | −0.75 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 50,92051,126 | −206−0.4% | $2,560 萬$2,484 萬 | −$10.4 萬 | 6.5%6.8% | −0.31 |
| NVDANVIDIA Corp | 減碼歷史 | 108,942113,278 | −4,336−3.8% | $2,033 萬$1,790 萬 | −$80.9 萬 | 5.2%4.9% | +0.25 |
| PFEPfizer Inc | 加碼歷史 | 531,344528,805 | +2,539+0.5% | $1,354 萬$1,282 萬 | +$6.47 萬 | 3.4%3.5% | −0.08 |
| NFLXNetflix Inc | 減碼歷史 | 10,37210,532 | −160−1.5% | $1,244 萬$1,410 萬 | −$19.2 萬 | 3.2%3.9% | −0.71 |
| EPDEnterprise Products Partners L.P. | 加碼歷史 | 369,442364,271 | +5,171+1.4% | $1,155 萬$1,130 萬 | +$16.2 萬 | 2.9%3.1% | −0.17 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | 減碼– | 36,83738,551 | −1,714−4.4% | $1,096 萬$1,068 萬 | −$51.0 萬 | 2.8%2.9% | −0.15 |
| VVisa Inc. | 加碼歷史 | 24,72224,675 | +47+0.2% | $844.0 萬$876.1 萬 | +$1.60 萬 | 2.1%2.4% | −0.26 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 23,56918,303 | +5,266+28.8% | $813.8 萬$571.0 萬 | +$181.8 萬 | 2.1%1.6% | +0.50 |
| ABBVAbbVie Inc. | 加碼歷史 | 34,52434,347 | +177+0.5% | $799.4 萬$637.6 萬 | +$4.10 萬 | 2.0%1.8% | +0.28 |
| MSFTMicrosoft Corp | 減碼歷史 | 15,12015,381 | −261−1.7% | $783.2 萬$765.1 萬 | −$13.5 萬 | 2.0%2.1% | −0.11 |
| Invesco Exch Traded FD Tr II46138E628 | 減碼– | 92,50093,352 | −852−0.9% | $723.4 萬$668.6 萬 | −$6.66 萬 | 1.8%1.8% | 0.00 |
| PYPLPayPal Holdings, Inc. | 減碼歷史 | 107,811110,052 | −2,241−2.0% | $723.0 萬$817.9 萬 | −$15.0 萬 | 1.8%2.2% | −0.41 |
| AMZNAmazon Com Inc | 減碼歷史 | 29,43529,749 | −314−1.1% | $646.3 萬$652.7 萬 | −$6.89 萬 | 1.6%1.8% | −0.15 |
| VLOValero Energy Corp | 加碼歷史 | 36,26236,248 | +140.0% | $617.4 萬$487.2 萬 | +$2,383.65 | 1.6%1.3% | +0.23 |
| AXPAmerican Express Co | 加碼歷史 | 16,91416,868 | +46+0.3% | $561.8 萬$538.1 萬 | +$1.53 萬 | 1.4%1.5% | −0.05 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 17,61717,596 | +21+0.1% | $555.7 萬$510.1 萬 | +$6,624.18 | 1.4%1.4% | +0.01 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 減碼– | 17,76618,082 | −316−1.7% | $521.9 萬$506.0 萬 | −$9.28 萬 | 1.3%1.4% | −0.06 |
| AMDAdvanced Micro Devices Inc | 減碼歷史 | 25,83426,623 | −789−3.0% | $418.0 萬$377.8 萬 | −$12.8 萬 | 1.1%1.0% | +0.02 |
| Invesco Exchange Traded FD T46137V258 | 加碼– | 37,07736,775 | +302+0.8% | $368.5 萬$344.8 萬 | +$3.00 萬 | 0.9%0.9% | −0.01 |
| BKNGBooking Holdings Inc. | 減碼歷史 | 636637 | −1−0.2% | $343.2 萬$368.5 萬 | −$5,396.47 | 0.9%1.0% | −0.14 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 加碼– | 57,87657,695 | +181+0.3% | $311.8 萬$302.1 萬 | +$9,750.49 | 0.8%0.8% | −0.04 |
| OKEONEOK Inc | 減碼歷史 | 38,67738,927 | −250−0.6% | $282.2 萬$317.8 萬 | −$1.82 萬 | 0.7%0.9% | −0.16 |
| CVXChevron Corp | 加碼歷史 | 18,08917,873 | +216+1.2% | $280.9 萬$255.9 萬 | +$3.35 萬 | 0.7%0.7% | +0.01 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 4,2334,842 | −609−12.6% | $259.2 萬$275.0 萬 | −$37.3 萬 | 0.7%0.8% | −0.10 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 加碼– | 32,12831,909 | +219+0.7% | $251.8 萬$258.4 萬 | +$1.72 萬 | 0.6%0.7% | −0.07 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | 減碼– | 11,94812,771 | −823−6.4% | $249.4 萬$249.0 萬 | −$17.2 萬 | 0.6%0.7% | −0.05 |
| MOAltria Group, Inc. | 加碼歷史 | 35,06134,470 | +591+1.7% | $231.6 萬$202.1 萬 | +$3.90 萬 | 0.6%0.6% | +0.03 |
| CRMSalesforce, Inc. | 加碼歷史 | 7,9297,495 | +434+5.8% | $187.9 萬$204.4 萬 | +$10.3 萬 | 0.5%0.6% | −0.08 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 27,44327,355 | +88+0.3% | $179.1 萬$169.7 萬 | +$5,742.95 | 0.5%0.5% | −0.01 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | 加碼– | 12,58912,532 | +57+0.5% | $175.2 萬$168.9 萬 | +$7,932.67 | 0.4%0.5% | −0.02 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼– | 18,78718,664 | +123+0.7% | $163.8 萬$152.4 萬 | +$1.07 萬 | 0.4%0.4% | 0.00 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 13,71013,660 | +50+0.4% | $162.9 萬$149.3 萬 | +$5,941.56 | 0.4%0.4% | 0.00 |
| UBERUber Technologies, Inc | 減碼歷史 | 15,85016,471 | −621−3.8% | $155.3 萬$153.7 萬 | −$6.08 萬 | 0.4%0.4% | −0.03 |
| State Street Materials Select Sector SPDR ETF81369Y100 | 加碼– | 16,85316,779 | +74+0.4% | $151.0 萬$147.3 萬 | +$6,631.96 | 0.4%0.4% | −0.02 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 加碼歷史 | 5,4024,962 | +440+8.9% | $150.9 萬$112.4 萬 | +$12.3 萬 | 0.4%0.3% | +0.07 |
| TSLATesla, Inc. | 加碼歷史 | 3,3432,543 | +800+31.5% | $148.7 萬$80.8 萬 | +$35.6 萬 | 0.4%0.2% | +0.16 |
| QCOMQualcomm Inc | 減碼歷史 | 8,6059,055 | −450−5.0% | $143.2 萬$144.2 萬 | −$7.49 萬 | 0.4%0.4% | −0.03 |
| VRTXVertex Pharmaceuticals Inc | 不變歷史 | 3,2083,208 | 00.0% | $125.6 萬$142.8 萬 | $0 | 0.3%0.4% | −0.07 |
| WFCWells Fargo & Company | 加碼歷史 | 14,93214,850 | +82+0.6% | $125.2 萬$119.0 萬 | +$6,873.4 | 0.3%0.3% | −0.01 |
| iShares U.S. Medical Devices ETF464288810 | 減碼– | 20,68022,061 | −1,381−6.3% | $124.2 萬$138.2 萬 | −$8.30 萬 | 0.3%0.4% | −0.06 |
| GOOGLAlphabet Inc. | 減碼歷史 | 5,0255,057 | −32−0.6% | $122.2 萬$89.1 萬 | −$7,779.3 | 0.3%0.2% | +0.07 |
| Schwab U.S. Mid-Cap ETF808524508 | 加碼– | 40,99640,822 | +174+0.4% | $121.5 萬$114.5 萬 | +$5,157.35 | 0.3%0.3% | −0.01 |
| ROPRoper Technologies Inc | 減碼歷史 | 2,4202,871 | −451−15.7% | $120.7 萬$162.7 萬 | −$22.5 萬 | 0.3%0.4% | −0.14 |
| Vanguard Morningstar Value ETF922908744 | 減碼– | 6,4116,670 | −259−3.9% | $119.6 萬$117.9 萬 | −$4.83 萬 | 0.3%0.3% | −0.02 |
| PGRProgressive Corp | 加碼歷史 | 4,8094,807 | +20.0% | $118.8 萬$128.3 萬 | +$493.89 | 0.3%0.4% | −0.05 |
| COSTCostco Wholesale Corp | 加碼歷史 | 1,2721,260 | +12+1.0% | $117.7 萬$124.8 萬 | +$1.11 萬 | 0.3%0.3% | −0.04 |
| ACNAccenture plc | 減碼歷史 | 4,6894,719 | −30−0.6% | $115.6 萬$141.0 萬 | −$7,398 | 0.3%0.4% | −0.09 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 減碼– | 4,0144,046 | −32−0.8% | $113.1 萬$102.5 萬 | −$9,020.35 | 0.3%0.3% | +0.01 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 18,86718,777 | +90+0.5% | $113.0 萬$107.0 萬 | +$5,392.75 | 0.3%0.3% | −0.01 |
| REGNRegeneron Pharmaceuticals, Inc. | 減碼歷史 | 2,0002,096 | −96−4.6% | $112.5 萬$110.1 萬 | −$5.40 萬 | 0.3%0.3% | −0.02 |
| PMPhilip Morris International Inc. | 減碼歷史 | 6,4146,432 | −18−0.3% | $104.0 萬$117.2 萬 | −$2,919.7 | 0.3%0.3% | −0.06 |
| SHOPShopify Inc. | 新進歷史 | 6,9880 | +6,988 | $103.8 萬$0 | +$103.8 萬 | 0.3%0.0% | +0.26 |
| AMGNAmgen Inc | 加碼歷史 | 3,6723,644 | +28+0.8% | $103.6 萬$101.7 萬 | +$7,902.65 | 0.3%0.3% | −0.02 |
| ADBEAdobe Inc. | 減碼歷史 | 2,8112,813 | −2−0.1% | $99.2 萬$108.8 萬 | −$705.5 | 0.3%0.3% | −0.05 |
| Vanguard Financials ETF92204A405 | 加碼– | 7,1877,164 | +23+0.3% | $94.3 萬$91.2 萬 | +$3,018.36 | 0.2%0.3% | −0.01 |
| MELIMercadolibre Inc | 不變歷史 | 397397 | 00.0% | $92.8 萬$103.8 萬 | $0 | 0.2%0.3% | −0.05 |
| ORCLOracle Corp | 加碼歷史 | 3,2403,133 | +107+3.4% | $91.1 萬$68.5 萬 | +$3.01 萬 | 0.2%0.2% | +0.04 |
| LMTLockheed Martin Corp | 加碼歷史 | 1,7201,688 | +32+1.9% | $85.8 萬$78.2 萬 | +$1.60 萬 | 0.2%0.2% | 0.00 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 2,6162,770 | −154−5.6% | $85.8 萬$84.2 萬 | −$5.05 萬 | 0.2%0.2% | −0.01 |
| IBITiShares Bitcoin Trust ETF | 不變歷史 | 12,65512,655 | 00.0% | $82.3 萬$77.5 萬 | $0 | 0.2%0.2% | 0.00 |
| ANFAbercrombie & Fitch Co | 減碼歷史 | 8,3699,469 | −1,100−11.6% | $71.6 萬$78.5 萬 | −$9.41 萬 | 0.2%0.2% | −0.03 |
| BABAAlibaba Group Holding Ltd | 不變歷史 | 3,9003,900 | 00.0% | $69.7 萬$44.2 萬 | $0 | 0.2%0.1% | +0.06 |
| Schwab U.S. Small-Cap ETF808524607 | 加碼– | 24,16424,087 | +77+0.3% | $67.4 萬$60.9 萬 | +$2,148.29 | 0.2%0.2% | 0.00 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 1,3941,393 | +1+0.1% | $66.9 萬$61.1 萬 | +$479.74 | 0.2%0.2% | 0.00 |
| MUMicron Technology Inc | 減碼歷史 | 3,8423,940 | −98−2.5% | $64.3 萬$48.6 萬 | −$1.64 萬 | 0.2%0.1% | +0.03 |
| SQMChemical & Mining Co of Chile Inc | 減碼歷史 | 14,39022,087 | −7,697−34.8% | $61.8 萬$77.9 萬 | −$33.1 萬 | 0.2%0.2% | −0.06 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | 加碼– | 2,1002,097 | +3+0.1% | $61.7 萬$59.6 萬 | +$881.53 | 0.2%0.2% | −0.01 |
| PSXPhillips 66 | 加碼歷史 | 4,5074,470 | +37+0.8% | $61.3 萬$53.3 萬 | +$5,032.3 | 0.2%0.1% | +0.01 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 加碼– | 3,5093,491 | +18+0.5% | $61.3 萬$57.4 萬 | +$3,142.36 | 0.2%0.2% | 0.00 |
| ASMLASML Holding NV | 加碼歷史 | 618467 | +151+32.3% | $59.8 萬$37.4 萬 | +$14.6 萬 | 0.2%0.1% | +0.05 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 873912 | −39−4.3% | $58.2 萬$56.3 萬 | −$2.60 萬 | 0.1%0.2% | −0.01 |
| MPWRMonolithic Power Systems, Inc. | 加碼歷史 | 573572 | +1+0.2% | $52.7 萬$41.8 萬 | +$920.55 | 0.1%0.1% | +0.02 |
| ICEIntercontinental Exchange, Inc. | 加碼歷史 | 3,0873,078 | +9+0.3% | $52.0 萬$56.5 萬 | +$1,516.44 | 0.1%0.2% | −0.02 |
| Vanguard Star FDS921909768 | 加碼– | 7,0537,018 | +35+0.5% | $51.8 萬$48.5 萬 | +$2,570.93 | 0.1%0.1% | 0.00 |
| TTDTrade Desk, Inc. | 加碼歷史 | 10,3626,477 | +3,885+60.0% | $50.8 萬$46.6 萬 | +$19.0 萬 | 0.1%0.1% | 0.00 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 1,0181,050 | −32−3.0% | $49.4 萬$42.6 萬 | −$1.55 萬 | 0.1%0.1% | +0.01 |
| DHIHorton D R Inc | 減碼歷史 | 2,7322,775 | −43−1.5% | $46.3 萬$35.8 萬 | −$7,286.2 | 0.1%0.1% | +0.02 |
| FDXFedEx Corp | 減碼歷史 | 1,9172,083 | −166−8.0% | $45.2 萬$47.4 萬 | −$3.91 萬 | 0.1%0.1% | −0.02 |
| NVONovo Nordisk A S | 新進歷史 | 7,8170 | +7,817 | $43.4 萬$0 | +$43.4 萬 | 0.1%0.0% | +0.11 |
| INTUIntuit Inc. | 不變歷史 | 632632 | 00.0% | $43.2 萬$49.7 萬 | $0 | 0.1%0.1% | −0.03 |
| iShares MSCI Eafe ETF464287465 | 不變– | 4,6204,620 | 00.0% | $43.1 萬$41.3 萬 | $0 | 0.1%0.1% | 0.00 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | 加碼– | 2,7882,777 | +11+0.4% | $43.0 萬$41.0 萬 | +$1,696.52 | 0.1%0.1% | 0.00 |
| TJXTJX Companies Inc | 加碼歷史 | 2,9462,937 | +9+0.3% | $42.6 萬$36.3 萬 | +$1,300.89 | 0.1%0.1% | +0.01 |
| iShares Tr464288752 | 加碼– | 3,7333,729 | +4+0.1% | $40.0 萬$34.7 萬 | +$429.03 | 0.1%0.1% | +0.01 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 3,5513,517 | +34+1.0% | $35.6 萬$34.9 萬 | +$3,408.76 | 0.1%0.1% | −0.01 |
| iShares Tr464287192 | 加碼– | 4,9164,901 | +15+0.3% | $35.3 萬$33.6 萬 | +$1,075.6 | 0.1%0.1% | 0.00 |
| ORLYO Reilly Automotive Inc | 不變歷史 | 3,2103,210 | 00.0% | $34.6 萬$28.9 萬 | $0 | 0.1%0.1% | +0.01 |
| RTXRTX Corp | 加碼歷史 | 2,0132,008 | +5+0.2% | $33.7 萬$29.3 萬 | +$836.86 | 0.1%0.1% | +0.01 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 2,9272,901 | +26+0.9% | $33.0 萬$31.3 萬 | +$2,931.36 | 0.1%0.1% | 0.00 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 1,5261,523 | +3+0.2% | $32.9 萬$31.2 萬 | +$647.18 | 0.1%0.1% | 0.00 |
| MDYSPDR S&P Midcap 400 ETF Trust | 加碼歷史 | 551550 | +1+0.2% | $32.9 萬$31.1 萬 | +$596.43 | 0.1%0.1% | 0.00 |
| WMTWalmart Inc. | 加碼歷史 | 3,1693,161 | +8+0.3% | $32.7 萬$30.9 萬 | +$824.42 | 0.1%0.1% | 0.00 |
| DELLDell Technologies Inc. | 新進歷史 | 2,1100 | +2,110 | $29.9 萬$0 | +$29.9 萬 | 0.1%0.0% | +0.08 |
| GSGoldman Sachs Group Inc | 加碼歷史 | 373371 | +2+0.5% | $29.7 萬$26.3 萬 | +$1,594.12 | 0.1%0.1% | 0.00 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | 加碼– | 1,2191,216 | +3+0.2% | $29.2 萬$26.4 萬 | +$718.72 | 0.1%0.1% | 0.00 |
| BPBP PLC | 加碼歷史 | 8,2428,135 | +107+1.3% | $28.4 萬$24.3 萬 | +$3,687.18 | 0.1%0.1% | +0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。