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Livermore
Livermore
中文EN

Aquire Wealth Advisors, LLC

SEC CIK
0001745945
最新申報
2026/8/6

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/4/28 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
37
較 2021 年第 4 季 −238
總值
$1.88 億
較 2021 年第 4 季 −$330.2 萬 (−1.7%)
申報日
2022/4/28
SEC
Aquire Wealth Advisors, LLC 在 2022 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
Dimensional ETF Trust25434V104US CORE EQT MKT1,514,919$4,775 萬25.4%+124,478+9.0%加碼–
SPDR Series Trust78464A805ST STR PR SP1500466,875$2,595 萬13.8%+39,352+9.2%加碼–
Dimensional ETF Trust25434V203INTL CORE EQT MK387,605$1,091 萬5.8%+140,069+56.6%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF291,817$1,000 萬5.3%−11,988−3.9%減碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF356,043$934.3 萬5.0%+127,079+55.5%加碼–
SPDR Series Trust78468R721STATE STREET SPD178,227$853.4 萬4.5%+1,290+0.7%加碼–
iShares Tr464288414NATIONAL MUN ETF59,353$650.7 萬3.5%+1,335+2.3%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF157,508$608.6 萬3.2%−14,669−8.5%減碼–
iShares Tr464287689RUSSELL 3000 ETF21,055$552.4 萬2.9%−80.0%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF114,529$550.1 萬2.9%−8,239−6.7%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF47,942$513.5 萬2.7%+3,011+6.7%加碼–
SPDR Series Trust78468R739ST NUVE TERM ETF107,344$508.1 萬2.7%+100.0%加碼–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF178,281$495.4 萬2.6%−94−0.1%減碼–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF116,114$396.5 萬2.1%+1,967+1.7%加碼–
Vanguard Real Estate ETF922908553ETF35,682$386.7 萬2.1%−531−1.5%減碼–
SPDR Series Trust78464A656ST STR TIPS ETF126,064$381.5 萬2.0%−449−0.4%減碼–
Vanguard Short-Term Bond ETF921937827ETF42,685$332.5 萬1.8%+65+0.2%加碼–
VanEck ETF Trust92189H201INTRMDT MUNI ETF63,208$299.1 萬1.6%+1,026+1.6%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF12,672$288.5 萬1.5%+3,944+45.2%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF94,024$234.6 萬1.2%+1,767+1.9%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF49,272$227.3 萬1.2%−4,480−8.3%減碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF79,815$220.1 萬1.2%+836+1.1%加碼–
iShares Tr46429B7470-5 YR TIPS ETF12,259$128.6 萬0.7%00.0%不變–
iShares U S ETF Tr46431W705INT RT HDG C B13,507$126.3 萬0.7%00.0%不變–
BILLBILL Holdings, Inc.Stock5,407$122.6 萬0.7%00.0%不變歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF17,291$93.4 萬0.5%+1,163+7.2%加碼–
AAPLApple Inc.Stock4,559$79.6 萬0.4%−68−1.5%減碼歷史
TSLATesla, Inc.Stock471$50.8 萬0.3%00.0%不變歷史
Schwab U.S. Broad Market ETF808524102ETF9,010$48.1 萬0.3%+146+1.6%加碼依 2 比 1 拆股換算–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF3,980$48.1 萬0.3%+63+1.6%加碼–
AMZNAmazon Com IncStock132$43.0 萬0.2%00.0%不變歷史
GLDSPDR Gold TrustETF1,500$27.1 萬0.1%00.0%不變歷史
WRBYWarby Parker Inc.CL A COM8,028$27.1 萬0.1%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF3,468$26.5 萬0.1%00.0%不變–
GOOGLAlphabet Inc.Stock88$24.5 萬0.1%−17−16.2%減碼歷史
MFLBlackRock Muniholdings Investment Quality FundCOM15,845$19.4 萬0.1%00.0%不變歷史
SBIWestern Asset Intermediate Muni Fund Inc.COM19,660$16.9 萬0.1%00.0%不變歷史

2021 年第 4 季之後清倉（238 檔）

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 238 檔。

Aquire Wealth Advisors, LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
Schwab U.S. Large-Cap Value ETF808524409ETF3,070$22.5 萬0.1%–
RUNSunrun Inc.COM6,426$22.0 萬0.1%歷史
iShares Tr464289859CORE 80 20 ETF2,777$20.2 萬0.1%–
DISWalt Disney CoStock1,172$18.2 萬0.1%歷史
Schwab US Dividend Equity ETF808524797ETF2,229$18.0 萬0.1%–
Schwab International Equity ETF808524805ETF4,520$17.6 萬0.1%–
LOWLowes Companies IncStock632$16.3 萬0.1%歷史
iShares Tr464289867CORE 60 BALA ETF2,670$15.2 萬0.1%–
NVDANVIDIA CorpStock508$14.9 萬0.1%歷史
METAMeta Platforms, Inc.Stock420$14.1 萬0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF537$13.7 萬0.1%–
APHAmphenol CorpCL A1,522$13.3 萬0.1%歷史
TMOThermo Fisher Scientific Inc.Stock198$13.2 萬0.1%歷史
BACBank of America CorpStock2,946$13.1 萬0.1%歷史
iShares Tr464289875CORE 40 MODE ETF2,864$13.0 萬0.1%–
DTFDTF Tax-Free Income 2028 Term Fund IncCOM8,955$12.8 萬0.1%歷史
NFLXNetflix IncStock204$12.3 萬0.1%歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF676$12.1 萬0.1%–
Vanguard Total Bond Market ETF921937835ETF1,432$12.1 萬0.1%–
PYPLPayPal Holdings, Inc.Stock630$11.9 萬0.1%歷史
MAMastercard IncStock311$11.2 萬0.1%歷史
SPGIS&P Global Inc.Stock226$10.7 萬0.1%歷史
NRKNuveen New York Amt-Free Quality Municipal Income FundCOM7,450$10.3 萬0.1%歷史
BKNGBooking Holdings Inc.Stock42$10.1 萬0.1%歷史
INTUIntuit Inc.Stock157$10.1 萬0.1%歷史
SHWSherwin Williams CoCOM283$10.0 萬0.1%歷史
TJXTJX Companies IncStock1,261$9.60 萬0.1%歷史
Vanguard Morningstar Growth ETF922908736ETF297$9.50 萬<0.1%–
MSFTMicrosoft CorpStock276$9.30 萬<0.1%歷史
STESTERIS plcSHS USD381$9.30 萬<0.1%歷史
CPRTCopart IncCOM600$9.10 萬<0.1%歷史
ADSKAutodesk, Inc.COM320$9.00 萬<0.1%歷史
ZBRAZebra Technologies CorpCL A150$8.90 萬<0.1%歷史
MTCHMatch Group, Inc.COM662$8.80 萬<0.1%歷史
FISVFiserv IncStock790$8.20 萬<0.1%歷史
SAFMSanderson Farms IncCOM428$8.20 萬<0.1%歷史
TTWOTake Two Interactive Software IncCOM447$7.90 萬<0.1%歷史
BRBroadridge Financial Solutions, Inc.Stock406$7.40 萬<0.1%歷史
CTASCintas CorpStock166$7.40 萬<0.1%歷史
ALGNAlign Technology IncCOM112$7.40 萬<0.1%歷史
Schwab Emerging Markets Equity ETF808524706ETF2,422$7.20 萬<0.1%–
iShares Tr464289883CORE 30 70 ETF1,801$7.20 萬<0.1%–
COSTCostco Wholesale CorpStock125$7.10 萬<0.1%歷史
Vanguard Information Technology ETF92204A702ETF154$7.10 萬<0.1%–
STZConstellation Brands, Inc.Stock264$6.60 萬<0.1%歷史
iShares Tr46435G425ESG AWR MSCI USA612$6.60 萬<0.1%–
GDDYGoDaddy Inc.CL A767$6.50 萬<0.1%歷史
SBUXStarbucks CorpStock551$6.40 萬<0.1%歷史
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF4,500$6.10 萬<0.1%歷史
IDAIdacorp IncCOM540$6.10 萬<0.1%歷史
CPAYCorpay, Inc.COM266$6.00 萬<0.1%歷史
MKLMarkel Group Inc.COM45$5.60 萬<0.1%歷史
FBINFortune Brands Innovations, Inc.COM510$5.50 萬<0.1%歷史
ATVIActivision Blizzard, Inc.COM832$5.50 萬<0.1%歷史
iShares Tr46429B291A RATE CP BD ETF910$5.10 萬<0.1%–
SPDR Series Trust78464A763ST STR SP DIV397$5.10 萬<0.1%–
VFCV F CorpStock675$4.90 萬<0.1%歷史
iShares Tr46435G516ESG AW MSCI EAFE596$4.70 萬<0.1%–
Vanguard S&P 500 ETF922908363ETF105$4.60 萬<0.1%–
OKTAOkta, Inc.CL A200$4.50 萬<0.1%歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,322$4.10 萬<0.1%–
DALDelta Air Lines, Inc.COM NEW1,011$4.00 萬<0.1%歷史
TFXTeleflex IncCOM117$3.80 萬<0.1%歷史
Invesco QQQ Trust Series I46090E103ETF94$3.70 萬<0.1%–
AMDAdvanced Micro Devices IncStock250$3.60 萬<0.1%歷史
OSCROscar Health, Inc.CL A4,383$3.40 萬<0.1%歷史
ZTSZoetis Inc.Stock132$3.20 萬<0.1%歷史
NKENIKE, Inc.Stock158$2.60 萬<0.1%歷史
AKAMAkamai Technologies IncCOM200$2.30 萬<0.1%歷史
GNLGlobal Net Lease, Inc.COM NEW1,513$2.30 萬<0.1%歷史
JDJD.com, Inc.SPON ADS CL A325$2.30 萬<0.1%歷史
NSSCNapco Security Technologies, IncStock447$2.20 萬<0.1%歷史
SPYSPDR S&P 500 ETF TrustETF41$1.90 萬<0.1%歷史
IBMInternational Business Machines CorpStock144$1.90 萬<0.1%歷史
Goldman Sachs ETF Tr381430107ACTIVEBETA INT529$1.90 萬<0.1%–
PBFPBF Energy Inc.CL A1,500$1.90 萬<0.1%歷史
VVisa Inc.Stock84$1.80 萬<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF319$1.80 萬<0.1%–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF269$1.80 萬<0.1%–
WKWorkiva IncCOM CL A140$1.80 萬<0.1%歷史
MCDMcDonalds CorpStock63$1.70 萬<0.1%歷史
Vanguard Morningstar Small-Cap ETF922908751ETF74$1.70 萬<0.1%–
PPTAPerpetua Resources Corp.COM3,536$1.70 萬<0.1%歷史
HDHome Depot, Inc.Stock39$1.60 萬<0.1%歷史
iShares Global Clean Energy ETF464288224ETF754$1.60 萬<0.1%–
Vanguard Morningstar Value ETF922908744ETF100$1.50 萬<0.1%–
iShares Russell 1000 Growth ETF464287614ETF45$1.40 萬<0.1%–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF91$1.40 萬<0.1%–
HLTHilton Worldwide Holdings Inc.COM77$1.20 萬<0.1%歷史
HASHasbro, Inc.COM104$1.10 萬<0.1%歷史
ETF Managers Tr26924G508ETFMG ALTR HRVST1,003$1.10 萬<0.1%–
Columbia ETF Tr II19762B202EM CORE EX ETF312$1.00 萬<0.1%–
ADBEAdobe Inc.Stock16$9,000<0.1%歷史
KMIKinder Morgan, Inc.Stock542$9,000<0.1%歷史
iShares Core S&P 500 ETF464287200ETF19$9,000<0.1%–
ILMNIllumina, Inc.COM24$9,000<0.1%歷史
SIRISirius XM Holdings Inc.COM1,421$9,000<0.1%歷史
CVXChevron CorpStock59$7,000<0.1%歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR458$7,000<0.1%歷史
PIMCO ETF Tr72201R718ENHNCD LW DUR AC68$7,000<0.1%–