Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/17 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 49
- 較 2025 年第 2 季 +3
- 總值
- $4.06 億
- 較 2025 年第 2 季 +$3,390 萬 (+9.1%)
| 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 | 3,605,368 | $1.65 億 | 40.6% | +143,579+4.1% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,249,322 | $4,541 萬 | 11.2% | +49,934+4.2% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 535,588 | $4,320 萬 | 10.6% | −28,120−5.0% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,134,204 | $3,576 萬 | 8.8% | +40,146+3.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 159,307 | $1,597 萬 | 3.9% | +8,363+5.5% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 298,322 | $1,277 萬 | 3.1% | −17,478−5.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 106,269 | $1,132 萬 | 2.8% | +2,699+2.6% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 220,439 | $1,032 萬 | 2.5% | −10,154−4.4% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 159,392 | $806.4 萬 | 2.0% | +26,804+20.2% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 205,354 | $695.9 萬 | 1.7% | +2,646+1.3% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 253,190 | $666.3 萬 | 1.6% | +4,485+1.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,820 | $523.7 萬 | 1.3% | −61−0.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 36,941 | $445.1 萬 | 1.1% | −20−0.1% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 88,877 | $405.0 萬 | 1.0% | −6,691−7.0% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 119,495 | $308.9 萬 | 0.8% | −6,191−4.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,203 | $269.2 萬 | 0.7% | −65−0.8% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 41,144 | $246.5 萬 | 0.6% | −213−0.5% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 71,210 | $223.5 萬 | 0.6% | +926+1.3% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $220.5 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 22,041 | $201.5 萬 | 0.5% | −431−1.9% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 38,337 | $184.9 萬 | 0.5% | −1,119−2.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 8,034 | $149.9 萬 | 0.4% | +630+8.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,395 | $111.9 萬 | 0.3% | −183−4.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,152 | $95.7 萬 | 0.2% | +7+0.3% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,856 | $91.3 萬 | 0.2% | −404−2.3% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 19,259 | $89.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,339 | $82.0 萬 | 0.2% | −6−0.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,291 | $72.3 萬 | 0.2% | −105−3.1% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,261 | $64.9 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,510 | $53.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 6,036 | $53.2 萬 | 0.1% | −134−2.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,167 | $52.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 9,991 | $45.7 萬 | 0.1% | −727−6.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 591 | $45.1 萬 | 0.1% | +6+1.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 807 | $41.8 萬 | 0.1% | +85+11.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 314 | $37.6 萬 | 0.1% | +3+1.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 492 | $36.1 萬 | 0.1% | +5+1.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 535 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 2,871 | $35.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,120 | $32.9 萬 | 0.1% | −7−0.6% | 減碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,589 | $29.5 萬 | 0.1% | −64−1.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 537 | $27.0 萬 | 0.1% | +17+3.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $26.5 萬 | 0.1% | −5−1.1% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,164 | $24.1 萬 | 0.1% | −99−4.4% | 減碼 | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 5,147 | $21.6 萬 | 0.1% | +5,147 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 965 | $20.1 萬 | <0.1% | +965 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 268 | $20.0 萬 | <0.1% | −52−16.3% | 減碼 | – |
| ANGXAngel Studios, Inc. | Stock | 27,859 | $16.2 萬 | <0.1% | +27,859 | 新進 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $15.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | – | $33.3 萬 |