Stony Point Wealth Management Inc.
- SEC CIK
- 0001731359
- 最新申報
- 2026/7/31
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 90
- 較 2025 年第 2 季 +8
- 總值
- $2.48 億
- 較 2025 年第 2 季 +$1,255 萬 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 132,596 | $2,515 萬 | 10.2% | −36,811−21.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 61,856 | $1,504 萬 | 6.1% | −12,537−16.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,560 | $1,479 萬 | 6.0% | −3,049−9.6% | 減碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 7,661 | $1,464 萬 | 5.9% | +595+8.4% | 加碼 | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 469,690 | $1,203 萬 | 4.9% | +47,873+11.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,120 | $1,088 萬 | 4.4% | −213−1.2% | 減碼 | – |
| STWDStarwood Property Trust, Inc. | COM | 545,931 | $1,057 萬 | 4.3% | +11,755+2.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 33,338 | $1,052 萬 | 4.2% | −2,378−6.7% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 27,891 | $858.0 萬 | 3.5% | +291+1.1% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 121,363 | $820.0 萬 | 3.3% | +3,009+2.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 45,533 | $777.9 萬 | 3.1% | −3,416−7.0% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 106,900 | $706.2 萬 | 2.9% | −11,896−10.0% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 88,537 | $646.1 萬 | 2.6% | +2,311+2.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 56,520 | $539.6 萬 | 2.2% | −4,051−6.7% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 36,995 | $521.4 萬 | 2.1% | +990+2.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 19,943 | $507.8 萬 | 2.1% | +227+1.2% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U746 | HEND SECU IN ETF | 96,762 | $505.8 萬 | 2.0% | +24,493+33.9% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 9,187 | $445.6 萬 | 1.8% | −362−3.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,352 | $419.4 萬 | 1.7% | +270+2.7% | 加碼 | 歷史 |
| PFGCPerformance Food Group Co | COM | 30,840 | $320.9 萬 | 1.3% | −12,157−28.3% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 15,273 | $315.4 萬 | 1.3% | +27+0.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 58,406 | $294.1 萬 | 1.2% | +3,165+5.7% | 加碼 | – |
| NEENextera Energy Inc | Stock | 34,518 | $260.6 萬 | 1.1% | −33,233−49.1% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,112 | $259.9 萬 | 1.0% | +861+343.0% | 加碼 | 歷史 |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 94,114 | $246.9 萬 | 1.0% | −1,570−1.6% | 減碼 | – |
| MARMarriott International Inc | Stock | 9,463 | $246.5 萬 | 1.0% | +9,463 | 新進 | 歷史 |
| KRKroger Co | Stock | 31,598 | $213.0 萬 | 0.9% | +31,598 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,478 | $209.3 萬 | 0.8% | +14,478 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,078 | $170.2 萬 | 0.7% | −610−5.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,960 | $152.8 萬 | 0.6% | −387−5.3% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 30,040 | $152.5 萬 | 0.6% | +30,040 | 新進 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $150.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 57,113 | $150.4 萬 | 0.6% | +6,844+13.6% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 62,476 | $146.6 萬 | 0.6% | +2,875+4.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 7,372 | $136.7 萬 | 0.6% | −207−2.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,534 | $134.8 萬 | 0.5% | +28+0.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,055 | $130.6 萬 | 0.5% | −118−1.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 24,141 | $124.5 萬 | 0.5% | −328−1.3% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,507 | $114.8 萬 | 0.5% | −15−0.2% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 5,374 | $114.2 萬 | 0.5% | +280+5.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,988 | $112.1 萬 | 0.5% | +46+1.2% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,178 | $106.8 萬 | 0.4% | +624+40.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,119 | $105.8 萬 | 0.4% | −75−3.4% | 減碼 | 歷史 |
| iShares Tr46438G653 | IBONDS DEC 2034 | 36,142 | $95.7 萬 | 0.4% | +1,851+5.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 16,477 | $94.8 萬 | 0.4% | +215+1.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,400 | $93.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,631 | $93.1 萬 | 0.4% | +734+12.4% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 25,464 | $90.4 萬 | 0.4% | −1,379−5.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 5,655 | $87.8 萬 | 0.4% | +130+2.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,566 | $85.2 萬 | 0.3% | +702+18.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,931 | $77.9 萬 | 0.3% | +158+1.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,147 | $76.8 萬 | 0.3% | +50+4.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 989 | $75.5 萬 | 0.3% | +9+0.9% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,889 | $71.4 萬 | 0.3% | +144+5.2% | 加碼 | – |
| WMWaste Management Inc | Stock | 3,037 | $67.1 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 10,617 | $64.9 萬 | 0.3% | −1,540−12.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,263 | $63.5 萬 | 0.3% | +150+13.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 19,224 | $52.5 萬 | 0.2% | +39+0.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,177 | $50.4 萬 | 0.2% | +84+4.0% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 19,495 | $50.1 萬 | 0.2% | +693+3.7% | 加碼 | – |
| IDXXIDEXX Laboratories Inc | COM | 761 | $48.6 萬 | 0.2% | −128−14.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,886 | $47.4 萬 | 0.2% | +37+2.0% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,466 | $44.0 萬 | 0.2% | −2−0.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,819 | $44.0 萬 | 0.2% | +1,819 | 新進 | – |
| iShares S&P 100 ETF464287101 | ETF | 1,221 | $40.6 萬 | 0.2% | +1+0.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 7,850 | $40.1 萬 | 0.2% | +7,850 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 520 | $38.2 萬 | 0.2% | +60+13.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,147 | $37.8 萬 | 0.2% | +223+24.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,138 | $37.8 萬 | 0.2% | 00.0% | 不變 | – |
| MTBM&T Bank Corp | COM | 1,851 | $36.6 萬 | 0.1% | +99+5.7% | 加碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 14,261 | $35.9 萬 | 0.1% | −1,696−10.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 2,671 | $35.8 萬 | 0.1% | +35+1.3% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,593 | $35.1 萬 | 0.1% | +12,593 | 新進 | – |
| PHParker-Hannifin Corp | Stock | 448 | $34.0 萬 | 0.1% | +7+1.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 10,405 | $33.2 萬 | 0.1% | −146−1.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,922 | $32.9 萬 | 0.1% | +102+3.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q266 | ACTIVEBLDRS EMER | 6,849 | $32.6 萬 | 0.1% | −1,010−12.9% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 13,388 | $32.5 萬 | 0.1% | +13,388 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 678 | $32.5 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 2,930 | $28.9 萬 | 0.1% | +7+0.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 432 | $26.5 萬 | 0.1% | −59−12.0% | 減碼 | – |
| LIENChicago Atlantic BDC, Inc. | COM | 24,722 | $26.0 萬 | 0.1% | −10,769−30.3% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,308 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 1,805 | $24.2 萬 | 0.1% | +1,805 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 292 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,635 | $22.9 萬 | 0.1% | +10+0.6% | 加碼 | – |
| DELLDell Technologies Inc. | Stock | 1,554 | $22.0 萬 | 0.1% | +1,554 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 484 | $21.5 萬 | 0.1% | +484 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 648 | $20.9 萬 | 0.1% | −6−0.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 589 | $20.3 萬 | 0.1% | +589 | 新進 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。