Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/7 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 48
- 較 2025 年第 3 季 −1
- 總值
- $3.84 億
- 較 2025 年第 3 季 −$2,173 萬 (−5.4%)
| 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 | 3,315,971 | $1.55 億 | 40.4% | −289,397−8.0% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,207,997 | $4,604 萬 | 12.0% | −41,325−3.3% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 517,386 | $4,268 萬 | 11.1% | −18,202−3.4% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,081,599 | $3,523 萬 | 9.2% | −52,605−4.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 143,524 | $1,434 萬 | 3.7% | −15,783−9.9% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 288,204 | $1,280 萬 | 3.3% | −10,118−3.4% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 105,464 | $1,130 萬 | 2.9% | −805−0.8% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 214,608 | $1,005 萬 | 2.6% | −5,831−2.6% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 188,873 | $638.6 萬 | 1.7% | −16,481−8.0% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 235,154 | $610.2 萬 | 1.6% | −18,036−7.1% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,402 | $518.5 萬 | 1.3% | −418−3.0% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 89,713 | $410.1 萬 | 1.1% | +836+0.9% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 70,025 | $353.3 萬 | 0.9% | −89,367−56.1% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 108,729 | $280.0 萬 | 0.7% | −10,766−9.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 40,036 | $250.1 萬 | 0.7% | −1,108−2.7% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 71,381 | $233.6 萬 | 0.6% | +171+0.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,869 | $230.3 萬 | 0.6% | −1,334−16.3% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $226.3 萬 | 0.6% | 00.0% | 不變 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 39,423 | $189.2 萬 | 0.5% | +1,086+2.8% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 19,462 | $172.2 萬 | 0.4% | −2,579−11.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 13,965 | $170.0 萬 | 0.4% | −22,976−62.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 7,973 | $148.7 萬 | 0.4% | −61−0.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 3,945 | $107.2 萬 | 0.3% | −450−10.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,557 | $97.6 萬 | 0.3% | +218+16.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,127 | $92.1 萬 | 0.2% | +271+1.6% | 加碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 19,291 | $91.0 萬 | 0.2% | +32+0.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,843 | $82.9 萬 | 0.2% | −309−14.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,892 | $66.8 萬 | 0.2% | −399−12.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,040 | $63.9 萬 | 0.2% | −127−5.9% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 22,903 | $60.1 萬 | 0.2% | −2,358−9.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,505 | $59.6 萬 | 0.2% | −5−0.3% | 減碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,192 | $46.5 萬 | 0.1% | −844−14.0% | 減碼 | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 9,400 | $42.3 萬 | 0.1% | −591−5.9% | 減碼 | – |
| APHAmphenol Corp | CL A | 2,790 | $37.7 萬 | 0.1% | −81−2.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 548 | $37.4 萬 | 0.1% | +13+2.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 763 | $36.9 萬 | 0.1% | −44−5.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,130 | $32.8 萬 | 0.1% | +10+0.9% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,707 | $30.6 萬 | 0.1% | +118+2.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 462 | $30.5 萬 | 0.1% | −30−6.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,140 | $29.4 萬 | 0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 546 | $27.4 萬 | 0.1% | +9+1.7% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 11,413 | $27.4 萬 | 0.1% | +11,413 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 5,147 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,182 | $24.0 萬 | 0.1% | +18+0.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,133 | $24.0 萬 | 0.1% | +168+17.4% | 加碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 4,330 | $20.7 萬 | 0.1% | +4,330 | 新進 | – |
| ANGXAngel Studios, Inc. | Stock | 27,859 | $13.0 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 | – | $34.1 萬 |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。