LexAurum Advisors, LLC
- SEC CIK
- 0001729677
- 最新申報
- 2026/7/15
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 346
- 較 2024 年第 4 季 +12
- 總值
- $5.22 億
- 較 2024 年第 4 季 +$1,719 萬 (+3.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 192,815 | $2,123 萬 | 4.1% | +16,374+9.3% | 加碼 | – |
| SHWSherwin Williams Co | COM | 46,565 | $1,626 萬 | 3.1% | +30.0% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 20 | $1,597 萬 | 3.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 377,601 | $1,563 萬 | 3.0% | +58,035+18.2% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 168,194 | $1,554 萬 | 3.0% | +26,666+18.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 306,414 | $1,551 萬 | 3.0% | +119,453+63.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 53,947 | $1,483 萬 | 2.8% | −2,908−5.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 66,402 | $1,475 萬 | 2.8% | −2,048−3.0% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 391,058 | $1,394 萬 | 2.7% | +7,513+2.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 24,351 | $1,297 萬 | 2.5% | −294−1.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 226,484 | $992.9 萬 | 1.9% | −17,531−7.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 55,860 | $926.4 萬 | 1.8% | +205+0.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 156,525 | $769.5 萬 | 1.5% | +5,963+4.0% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 275,008 | $720.5 萬 | 1.4% | +13,426+5.1% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 143,013 | $657.4 萬 | 1.3% | +2,699+1.9% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 165,867 | $653.0 萬 | 1.3% | +2,453+1.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U513 | FT VEST NASD 100 | 325,917 | $637.5 萬 | 1.2% | +325,917 | 新進 | – |
| NVDANVIDIA Corp | Stock | 58,645 | $635.6 萬 | 1.2% | +2,075+3.7% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 81,980 | $627.7 萬 | 1.2% | +16,604+25.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 11,989 | $616.1 萬 | 1.2% | +425+3.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 16,069 | $603.2 萬 | 1.2% | −206−1.3% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 50,291 | $585.3 萬 | 1.1% | −668−1.3% | 減碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 135,835 | $584.2 萬 | 1.1% | +10,847+8.7% | 加碼 | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 101,755 | $581.4 萬 | 1.1% | +2,365+2.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,188 | $524.6 萬 | 1.0% | +39+0.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 9,512 | $498.2 萬 | 1.0% | −577−5.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 60,722 | $488.0 萬 | 0.9% | −251−0.4% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 172,941 | $483.5 萬 | 0.9% | +3,814+2.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 24,609 | $468.2 萬 | 0.9% | +314+1.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 50,990 | $444.5 萬 | 0.9% | −1,814−3.4% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 67,315 | $415.9 萬 | 0.8% | +2,624+4.1% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 68,139 | $410.0 萬 | 0.8% | +6,079+9.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 83,431 | $399.5 萬 | 0.8% | +3,562+4.5% | 加碼 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 38,089 | $383.6 萬 | 0.7% | +989+2.7% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 40,866 | $301.5 萬 | 0.6% | +4,337+11.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 16,729 | $289.8 萬 | 0.6% | +2,856+20.6% | 加碼 | – |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 2,271 | $280.3 萬 | 0.5% | +20+0.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 72,663 | $264.6 萬 | 0.5% | −1,001−1.4% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 39,407 | $261.2 萬 | 0.5% | +15,389+64.1% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 65,732 | $258.7 萬 | 0.5% | +2,056+3.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 43,150 | $246.6 萬 | 0.5% | +10,568+32.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 50,800 | $239.0 萬 | 0.5% | +396+0.8% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 28,219 | $230.7 萬 | 0.4% | +28,219 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 44,482 | $227.1 萬 | 0.4% | +36,504+457.6% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 8,457 | $225.6 萬 | 0.4% | −431−4.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 33,934 | $223.1 萬 | 0.4% | −3,164−8.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,895 | $218.2 萬 | 0.4% | +151+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,114 | $209.9 萬 | 0.4% | +913+12.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,750 | $208.5 萬 | 0.4% | −621−5.5% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 11,971 | $206.2 萬 | 0.4% | +996+9.1% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 17,451 | $189.7 萬 | 0.4% | 00.0% | 不變 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 28,325 | $184.7 萬 | 0.4% | +1,509+5.6% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 98,920 | $183.9 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 78,638 | $182.1 萬 | 0.3% | +18,955+31.8% | 加碼 | – |
| CVXChevron Corp | Stock | 10,838 | $181.3 萬 | 0.3% | −239−2.2% | 減碼 | 歷史 |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 56,883 | $180.6 萬 | 0.3% | +2,699+5.0% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 25,846 | $175.8 萬 | 0.3% | +407+1.6% | 加碼 | – |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 88,869 | $174.6 萬 | 0.3% | +14,251+19.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 11,075 | $173.0 萬 | 0.3% | −32−0.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,015 | $169.4 萬 | 0.3% | +83+2.8% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 18,695 | $169.4 萬 | 0.3% | +1,986+11.9% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 35,430 | $163.3 萬 | 0.3% | +2,296+6.9% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 8,403 | $162.2 萬 | 0.3% | +439+5.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F151 | FT VEST NASD 100 | 82,059 | $161.1 萬 | 0.3% | +60,249+276.2% | 加碼 | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 31,755 | $159.5 萬 | 0.3% | 00.0% | 不變 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 31,030 | $157.4 萬 | 0.3% | +27,009+671.7% | 加碼 | – |
| RLTYCohen & Steers Real Estate Opportunities & Income Fund | SHS BENFIN INT | 101,653 | $155.9 萬 | 0.3% | −9,998−9.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,772 | $155.1 萬 | 0.3% | +22+0.8% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 31,001 | $154.7 萬 | 0.3% | +19,231+163.4% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,039 | $154.5 萬 | 0.3% | +1,025+12.8% | 加碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 14,424 | $154.2 萬 | 0.3% | −1,361−8.6% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,992 | $153.4 萬 | 0.3% | +2,862+15.0% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 36,370 | $153.0 萬 | 0.3% | −970−2.6% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 35,881 | $150.2 萬 | 0.3% | −514−1.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,538 | $145.5 萬 | 0.3% | +13+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,387 | $145.2 萬 | 0.3% | +348+3.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,987 | $142.6 萬 | 0.3% | +126+1.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 29,359 | $142.1 萬 | 0.3% | +4,951+20.3% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 55,299 | $138.5 萬 | 0.3% | +32,236+139.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 5,328 | $138.1 萬 | 0.3% | −293−5.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 18,792 | $134.9 萬 | 0.3% | −96−0.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,311 | $133.2 萬 | 0.3% | +147+6.8% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 12,789 | $132.7 萬 | 0.3% | +17+0.1% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 13,836 | $132.0 萬 | 0.3% | −484−3.4% | 減碼 | – |
| SEI Exchange Traded Funds81589A700 | SELECT INTL EQUI | 47,062 | $123.5 萬 | 0.2% | −398−0.8% | 減碼 | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 24,513 | $123.2 萬 | 0.2% | +24,513 | 新進 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 56,693 | $122.1 萬 | 0.2% | +36,143+175.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 27,405 | $119.5 萬 | 0.2% | +681+2.5% | 加碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 970 | $116.5 萬 | 0.2% | +48+5.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,663 | $116.0 萬 | 0.2% | −57−1.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 24,560 | $115.9 萬 | 0.2% | +2,420+10.9% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 6,923 | $115.9 萬 | 0.2% | −87−1.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,770 | $115.4 萬 | 0.2% | +305+4.7% | 加碼 | 歷史 |
| VGMInvesco Trust for Investment Grade Municipals | COM | 113,651 | $113.2 萬 | 0.2% | +113,651 | 新進 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 13,513 | $112.2 萬 | 0.2% | +279+2.1% | 加碼 | – |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 9,729 | $112.1 萬 | 0.2% | −16−0.2% | 減碼 | – |
| IIMInvesco Value Municipal Income Trust | COM | 92,258 | $110.4 萬 | 0.2% | +92,258 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,964 | $110.1 萬 | 0.2% | −201−3.9% | 減碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 30,319 | $110.0 萬 | 0.2% | +1,511+5.2% | 加碼 | – |
| NKENIKE, Inc. | Stock | 17,066 | $108.3 萬 | 0.2% | −72−0.4% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（17 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 209,296 | $508.4 萬 | 1.0% | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 98,890 | $458.8 萬 | 0.9% | – |
| First Tr Exchng Traded FD VI33740F268 | VEST NASDAQ 100 | 71,659 | $154.9 萬 | 0.3% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 9,424 | $82.3 萬 | 0.2% | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 8,474 | $66.2 萬 | 0.1% | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 20,883 | $37.0 萬 | 0.1% | – |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 35,000 | $27.1 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,004 | $25.6 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 1,750 | $24.2 萬 | <0.1% | – |
| FDXFedEx Corp | Stock | 824 | $23.2 萬 | <0.1% | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 7,855 | $23.0 萬 | <0.1% | – |
| AXPAmerican Express Co | Stock | 751 | $22.3 萬 | <0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,050 | $21.8 萬 | <0.1% | 歷史 |
| CPRICapri Holdings Ltd | SHS | 10,000 | $21.1 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 748 | $20.9 萬 | <0.1% | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 21,372 | $16.8 萬 | <0.1% | 歷史 |
| REKRRekor Systems, Inc. | COM | 45,705 | $7.13 萬 | <0.1% | 歷史 |