Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 53
- 較 2026 年第 1 季 +5
- 總值
- $4.36 億
- 較 2026 年第 1 季 +$5,573 萬 (+14.7%)
| 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 | 3,613,432 | $1.87 億 | 42.8% | +195,004+5.7% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,314,008 | $5,420 萬 | 12.4% | +94,252+7.7% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,134,603 | $4,562 萬 | 10.5% | +40,920+3.7% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 466,911 | $4,239 萬 | 9.7% | −19,078−3.9% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 260,566 | $1,313 萬 | 3.0% | −12,200−4.5% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 129,620 | $1,283 萬 | 2.9% | −13,515−9.4% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 93,898 | $1,011 萬 | 2.3% | −10,031−9.7% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 193,566 | $1,002 萬 | 2.3% | −8,645−4.3% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 177,566 | $899.0 萬 | 2.1% | +65,756+58.8% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 165,882 | $555.0 萬 | 1.3% | −20,298−10.9% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,834 | $547.2 萬 | 1.3% | −564−4.2% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 206,789 | $531.0 萬 | 1.2% | −21,348−9.4% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 60,099 | $275.3 萬 | 0.6% | −13,998−18.9% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 36,214 | $258.0 萬 | 0.6% | −2,161−5.6% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $253.6 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,545 | $242.2 萬 | 0.6% | −39−0.6% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 89,629 | $228.7 萬 | 0.5% | −12,989−12.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 9,107 | $182.2 萬 | 0.4% | +50+0.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 13,965 | $178.5 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,722 | $161.3 萬 | 0.4% | +122+0.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,827 | $139.7 萬 | 0.3% | +127+2.7% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 35,808 | $131.9 萬 | 0.3% | +60.0% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 26,806 | $128.6 萬 | 0.3% | −1,629−5.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,394 | $95.7 萬 | 0.2% | −177−11.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,591 | $92.6 萬 | 0.2% | +271+11.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,189 | $92.1 萬 | 0.2% | +159+7.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,224 | $90.9 萬 | 0.2% | −1,075−6.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 833 | $77.9 萬 | 0.2% | +7+0.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,268 | $77.9 萬 | 0.2% | −32−1.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 15,843 | $74.4 萬 | 0.2% | −3,471−18.0% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 23,143 | $67.0 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,505 | $55.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,447 | $53.2 萬 | 0.1% | +132+2.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,291 | $48.2 萬 | 0.1% | +163+14.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 2,604 | $45.9 萬 | 0.1% | −82−3.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 563 | $42.1 萬 | 0.1% | +7+1.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 7,378 | $36.7 萬 | 0.1% | −796−9.7% | 減碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,944 | $34.4 萬 | 0.1% | +101+2.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 605 | $34.1 萬 | 0.1% | +61+11.2% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 11,961 | $33.1 萬 | 0.1% | +548+4.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 446 | $31.4 萬 | 0.1% | +2+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 597 | $29.9 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 712 | $26.9 萬 | 0.1% | +712 | 新進 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 5,147 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 726 | $25.7 萬 | 0.1% | −6−0.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,539 | $25.3 萬 | 0.1% | +93+2.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 974 | $23.7 萬 | 0.1% | −151−13.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 1,731 | $23.7 萬 | 0.1% | −166−8.8% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,917 | $22.9 萬 | 0.1% | +1,917 | 新進 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 5,810 | $22.5 萬 | 0.1% | +5,810 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,778 | $22.4 萬 | 0.1% | +2,778 | 新進 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 4,327 | $21.6 萬 | <0.1% | +4,327 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,697 | $20.8 萬 | <0.1% | +2,697 | 新進 | – |
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 | – | $37.3 萬 |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,192 | $23.9 萬 | 0.1% | – |