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LexAurum Advisors, LLC

SEC CIK
0001729677
最新申報
2026/7/15

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/4/13 申報。只含多頭部位。

機構總覽
持股檔數
400
2025 年第 4 季沒有申報
總值
$7.71 億
2025 年第 4 季沒有申報
申報日
2026/4/13
SEC

LexAurum Advisors, LLC 沒有申報 2025 年第 4 季的 13F,這一季的持倉沒辦法跟上一季比較,所以不顯示股數變化與動作。

LexAurum Advisors, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG371,461$4,648 萬6.0%–––
JPMorgan Ultra-Short Income ETF46641Q837ETF557,404$2,821 萬3.7%–––
Goldman Sachs ETF Tr381430107ACTIVEBETA INT593,460$2,560 萬3.3%–––
American Centy ETF Tr025072885US EQT ETF214,512$2,385 萬3.1%–––
AAPLApple Inc.Stock82,002$2,081 萬2.7%––歷史
American Centy ETF Tr025072562AVANTIS CORE FI497,767$2,068 萬2.7%–––
PIMCO ETF Tr72201R585MULTISECTOR BD741,624$1,943 萬2.5%–––
SHWSherwin Williams CoCOM45,038$1,444 萬1.9%––歷史
BRK.ABerkshire Hathaway IncCL A20$1,436 萬1.9%––歷史
BRK.BBerkshire Hathaway IncStock29,362$1,407 萬1.8%––歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF41,978$1,347 萬1.7%–––
JNJJohnson & JohnsonStock54,467$1,331 萬1.7%––歷史
American Centy ETF Tr025072356REAL ESTATE ETF286,640$1,262 萬1.6%–––
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR345,284$1,224 萬1.6%––歷史
Schwab U.S. Mid-Cap ETF808524508ETF383,315$1,187 萬1.5%–––
SPDR Index Shs FDS78463X509ST PORT MARK ETF233,494$1,095 萬1.4%–––
First Tr Exchange Trad FD VI33739H101FST TR GLB FD355,135$1,020 萬1.3%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF100,554$984.5 萬1.3%–––
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD225,414$982.6 萬1.3%–––
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT184,095$917.0 萬1.2%–––
NVDANVIDIA CorpStock46,448$810.1 萬1.1%––歷史
Vanguard S&P 500 ETF922908363ETF13,438$803.0 萬1.0%–––
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF94,173$779.3 萬1.0%–––
RBB Fund Trust75526L878FIRS EAGL OV ETF145,541$734.4 萬1.0%–––
Innovator ETFs Trust45784N874GROWTH 100 PWR B257,132$716.4 萬0.9%–––
American Centy ETF Tr025072323AVAN US SMAL ETF109,057$679.4 萬0.9%–––
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH80,199$677.8 萬0.9%–––
American Centy ETF Tr025072604AVANTIS EMGMKT83,999$676.9 萬0.9%–––
Vanguard Morningstar Value ETF922908744ETF33,836$663.9 萬0.9%–––
iShares Tr464288257MSCI ACWI ETF46,401$642.0 萬0.8%–––
MSFTMicrosoft CorpStock17,252$638.6 萬0.8%––歷史
AMZNAmazon Com IncStock29,487$614.1 萬0.8%––歷史
First Tr Exchange-Traded FD33738D747VEST INVESTMENT307,144$601.4 萬0.8%–––
Putnam ETF Trust746729508BDC INCOME ETF215,712$594.9 萬0.8%–––
iShares Core Dividend Growth ETF46434V621ETF81,448$571.6 萬0.7%–––
Invesco QQQ Trust Series I46090E103ETF9,664$557.8 萬0.7%–––
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF103,731$496.0 萬0.6%–––
Northern LTS FD Tr II664925880WEITZ CORE PLUS192,909$487.9 萬0.6%–––
American Centy ETF Tr025072877US SML CP VALU41,713$460.8 萬0.6%–––
First Tr Exchange-Traded FD33733B100WTR ETF44,050$454.3 萬0.6%–––
First Tr Exchng Traded FD VI33740F193VEST NASDAQ-100187,148$433.3 萬0.6%–––
Vanguard Morningstar Mid-Cap ETF922908629ETF15,015$431.2 萬0.6%–––
Dimensional ETF Trust25434V807INTERNATNAL VAL76,368$403.1 萬0.5%–––
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF84,717$386.7 萬0.5%–––
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT19,939$382.7 萬0.5%–––
Vanguard Intermediate-Term Bond ETF921937819ETF49,062$378.7 萬0.5%–––
UNHUnitedHealth Group IncStock12,554$339.7 萬0.4%––歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM55,564$314.9 萬0.4%–––
American Centy ETF Tr025072125AVA MID EQU ETF43,432$313.8 萬0.4%–––
COINCoinbase Global, Inc.COM CL A17,820$311.2 萬0.4%––歷史
American Centy ETF Tr025072703INTL EQT ETF34,828$295.5 萬0.4%–––
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF59,914$282.1 萬0.4%–––
Victory Portfolios II92647N568USAA MSCI USA SM29,569$280.0 萬0.4%–––
GOOGAlphabet Inc.Stock9,580$274.8 萬0.4%––歷史
GOOGLAlphabet Inc.Stock9,551$274.6 萬0.4%––歷史
First Tr Exchng Traded FD VI33740F318FT VEST US EQT E75,911$274.2 萬0.4%–––
JPMJPMorgan Chase & CoStock9,281$273.0 萬0.4%––歷史
Cambria ETF Tr132061706EMRG SHAREHLDR65,682$272.0 萬0.4%–––
PGENPrecigen, Inc.COM689,413$266.8 萬0.3%––歷史
Bank of Amer Corp0605056827.25%CNV PFD L2,132$254.0 萬0.3%–––
American Centy ETF Tr025072802INTL SMCP VLU24,823$247.9 萬0.3%–––
Schwab U.S. Large-Cap Growth ETF808524300ETF81,847$238.4 萬0.3%–––
TSLATesla, Inc.Stock6,342$235.8 萬0.3%––歷史
CATCaterpillar IncStock3,307$234.3 萬0.3%––歷史
Vanguard Malvern FDS922020805STRM INFPROIDX46,719$233.4 萬0.3%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF29,612$226.6 萬0.3%–––
LLYEli Lilly & CoStock2,454$225.7 萬0.3%––歷史
METAMeta Platforms, Inc.Stock3,935$225.1 萬0.3%––歷史
AVGOBroadcom Inc.Stock7,170$221.9 萬0.3%––歷史
First Tr Exchng Traded FD VI33740U364VEST US EQU UNCA59,661$219.3 萬0.3%–––
American Centy ETF Tr025072349US LARGE CAP VLU26,860$216.5 萬0.3%–––
Janus Detroit STR Tr47103U738HEND EM DEBT ETF40,211$210.9 萬0.3%–––
Tidal Trust I886364231FUND GRAN US ETF87,433$208.7 萬0.3%–––
SPDR Series Trust78464A805ST STR PR SP150025,506$201.7 萬0.3%–––
J P Morgan Exchange Traded F46641Q845DIVERSFD EQT ETF37,783$198.1 萬0.3%–––
CVXChevron CorpStock9,556$197.7 萬0.3%––歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL38,439$196.0 萬0.3%–––
XOMExxonMobil Holdings CorpCOM11,406$193.5 萬0.3%––歷史
Vanguard Dividend Appreciation ETF921908844ETF8,921$191.8 萬0.2%–––
Dimensional ETF Trust25434V872CORE FIXE IN ETF44,836$189.3 萬0.2%–––
Invesco Nasdaq 100 ETF46138G649ETF7,946$188.8 萬0.2%–––
BXBlackstone Inc.COM16,312$187.6 萬0.2%––歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF16,969$184.9 萬0.2%–––
VanEck Morningstar Wide Moat ETF92189F643ETF18,498$178.9 萬0.2%–––
SPYSPDR S&P 500 ETF TrustETF2,705$175.9 萬0.2%––歷史
IBITiShares Bitcoin Trust ETFETF44,833$172.2 萬0.2%––歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF30,690$170.4 萬0.2%–––
iShares Core S&P Mid-Cap ETF464287507ETF24,958$168.5 萬0.2%–––
WFCWells Fargo & CompanyStock20,465$162.9 萬0.2%––歷史
iShares Tr464288877EAFE VALUE ETF21,702$161.4 萬0.2%–––
State Street Real Estate Select Sector SPDR ETF81369Y860ETF39,117$159.7 萬0.2%–––
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF34,931$159.0 萬0.2%–––
MRKMerck & Co., Inc.Stock13,205$158.8 萬0.2%––歷史
TMUST-Mobile US, Inc.Stock7,536$158.3 萬0.2%––歷史
Schwab U.S. Broad Market ETF808524102ETF62,541$157.0 萬0.2%–––
RTXRTX CorpStock8,100$156.3 萬0.2%––歷史
WisdomTree Tr97717X669US QTLY DIV GRT17,709$155.6 萬0.2%–––
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG45,204$152.6 萬0.2%–––
Vanguard Ftse All-World Ex-US Index Fund922042775ETF20,175$151.5 萬0.2%–––
COSTCostco Wholesale CorpStock1,498$149.3 萬0.2%––歷史