Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/10 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 48
- 較 2025 年第 4 季 0
- 總值
- $3.80 億
- 較 2025 年第 4 季 −$402.4 萬 (−1.0%)
| 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 | 3,418,428 | $1.54 億 | 40.6% | +102,457+3.1% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,219,756 | $4,752 萬 | 12.5% | +11,759+1.0% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 485,989 | $3,842 萬 | 10.1% | −31,397−6.1% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,093,683 | $3,703 萬 | 9.7% | +12,084+1.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 143,135 | $1,421 萬 | 3.7% | −389−0.3% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 272,766 | $1,245 萬 | 3.3% | −15,438−5.4% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 103,929 | $1,103 萬 | 2.9% | −1,535−1.5% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 202,211 | $948.6 萬 | 2.5% | −12,397−5.8% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 186,180 | $624.4 萬 | 1.6% | −2,693−1.4% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 228,137 | $593.4 萬 | 1.6% | −7,017−3.0% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 111,810 | $566.1 萬 | 1.5% | +41,785+59.7% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,398 | $496.6 萬 | 1.3% | −40.0% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 74,097 | $336.0 萬 | 0.9% | −15,616−17.4% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 102,618 | $262.9 萬 | 0.7% | −6,111−5.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 38,375 | $245.9 萬 | 0.6% | −1,661−4.1% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $222.2 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,584 | $211.2 萬 | 0.6% | −285−4.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 9,057 | $158.0 萬 | 0.4% | +1,084+13.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 13,965 | $153.2 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,600 | $147.2 萬 | 0.4% | −2,862−14.7% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 28,435 | $136.0 萬 | 0.4% | −10,988−27.9% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 35,802 | $121.6 萬 | 0.3% | −35,579−49.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,700 | $119.3 萬 | 0.3% | +755+19.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,571 | $93.9 萬 | 0.2% | +14+0.9% | 加碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 19,314 | $89.7 萬 | 0.2% | +23+0.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,299 | $88.1 萬 | 0.2% | −828−4.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 826 | $82.3 萬 | 0.2% | +826 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 2,030 | $75.5 萬 | 0.2% | +187+10.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,300 | $68.7 萬 | 0.2% | +408+14.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,320 | $66.7 萬 | 0.2% | +280+13.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,505 | $64.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 23,143 | $58.1 萬 | 0.2% | +240+1.0% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 5,315 | $47.0 萬 | 0.1% | +123+2.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,128 | $41.8 萬 | 0.1% | +365+47.8% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 8,174 | $37.4 萬 | 0.1% | −1,226−13.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 556 | $36.2 萬 | 0.1% | +8+1.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 2,686 | $33.9 萬 | 0.1% | −104−3.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,446 | $33.1 萬 | 0.1% | +306+9.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,897 | $32.2 萬 | 0.1% | +1,897 | 新進 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,843 | $31.2 萬 | 0.1% | +136+2.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 544 | $31.1 萬 | 0.1% | +82+17.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 598 | $28.7 萬 | 0.1% | +52+9.5% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 11,413 | $28.2 萬 | 0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,125 | $24.4 萬 | 0.1% | −8−0.7% | 減碼 | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 5,147 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,192 | $23.9 萬 | 0.1% | +10+0.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 732 | $21.0 萬 | 0.1% | +732 | 新進 | 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 | – | $32.5 萬 |
2025 年第 4 季之後清倉（3 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。