Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 46
- 較 2025 年第 1 季 −2
- 總值
- $3.72 億
- 較 2025 年第 1 季 +$4,719 萬 (+14.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,461,789 | $1.47 億 | 39.4% | −295,494−7.9% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 563,708 | $4,222 萬 | 11.3% | +260,409+85.9% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,199,388 | $4,146 萬 | 11.1% | −146,638−10.9% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,094,058 | $3,167 萬 | 8.5% | −161,736−12.9% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 150,944 | $1,497 萬 | 4.0% | +27,709+22.5% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 315,800 | $1,279 萬 | 3.4% | +150,344+90.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 103,570 | $1,082 萬 | 2.9% | +18,903+22.3% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 230,593 | $985.6 萬 | 2.6% | +134,649+140.3% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 202,708 | $680.7 萬 | 1.8% | +26,857+15.3% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 132,588 | $671.6 萬 | 1.8% | +66,203+99.7% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 248,705 | $648.1 萬 | 1.7% | +35,142+16.5% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,881 | $487.2 萬 | 1.3% | −9−0.1% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 95,568 | $426.9 萬 | 1.1% | +514+0.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 36,961 | $403.6 萬 | 1.1% | +36,961 | 新進 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 125,686 | $321.8 萬 | 0.9% | −1,961−1.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,268 | $251.3 萬 | 0.7% | +87+1.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 41,357 | $235.8 萬 | 0.6% | +30.0% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 70,284 | $206.4 萬 | 0.6% | +390+0.6% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $204.9 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 22,472 | $200.1 萬 | 0.5% | −487−2.1% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 39,456 | $188.7 萬 | 0.5% | −26,039−39.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 7,404 | $117.0 萬 | 0.3% | −128−1.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,578 | $93.9 萬 | 0.3% | −114−2.4% | 減碼 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 19,259 | $87.6 萬 | 0.2% | +48+0.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,260 | $85.4 萬 | 0.2% | −219−1.3% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,345 | $76.4 萬 | 0.2% | +149+12.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,396 | $74.5 萬 | 0.2% | −40−1.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,145 | $68.1 萬 | 0.2% | +396+22.6% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,261 | $60.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 6,170 | $51.5 萬 | 0.1% | +414+7.2% | 加碼 | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 10,718 | $47.3 萬 | 0.1% | −54−0.5% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,510 | $46.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 585 | $45.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 311 | $41.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,167 | $38.2 萬 | 0.1% | −14−0.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 487 | $35.9 萬 | 0.1% | +20+4.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 722 | $35.9 萬 | 0.1% | −4−0.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 535 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,127 | $31.5 萬 | 0.1% | +19+1.7% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,653 | $28.6 萬 | 0.1% | −172−3.6% | 減碼 | – |
| APHAmphenol Corp | CL A | 2,871 | $28.4 萬 | 0.1% | +2,871 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 449 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 520 | $25.3 萬 | 0.1% | −120−18.8% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,263 | $24.8 萬 | 0.1% | −28−1.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 320 | $21.2 萬 | 0.1% | −218−40.5% | 減碼 | – |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $14.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,309 | $182.5 萬 | 0.6% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6,579 | $68.1 萬 | 0.2% | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 7,121 | $65.7 萬 | 0.2% | – |
| CVXChevron Corp | Stock | 1,302 | $21.8 萬 | 0.1% | 歷史 |