Reston Wealth Management LLC
- SEC CIK
- 0001767617
- 最新申報
- 2026/7/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/6 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 54
- 較 2025 年第 1 季 +5
- 總值
- $2.85 億
- 較 2025 年第 1 季 +$3,796 萬 (+15.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 673,214 | $6,417 萬 | 22.5% | +37,119+5.8% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 2,289,684 | $5,619 萬 | 19.7% | +113,253+5.2% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 907,233 | $3,673 萬 | 12.9% | +119,884+15.2% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 930,582 | $2,382 萬 | 8.3% | +7,801+0.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 377,916 | $2,055 萬 | 7.2% | +19,930+5.6% | 加碼 | – |
| iShares Tr46434V290 | US SML CAP EQT | 260,590 | $1,771 萬 | 6.2% | +7,077+2.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 221,412 | $1,159 萬 | 4.1% | −6,392−2.8% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 372,016 | $822.2 萬 | 2.9% | +64,214+20.9% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 289,524 | $672.9 萬 | 2.4% | +13,828+5.0% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 182,999 | $513.3 萬 | 1.8% | +15,020+8.9% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 170,841 | $489.5 萬 | 1.7% | +28,467+20.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 37,376 | $275.2 萬 | 1.0% | −1,008−2.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,665 | $232.0 萬 | 0.8% | +648+16.1% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 30,772 | $223.7 萬 | 0.8% | +1,088+3.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 74,174 | $216.7 萬 | 0.8% | +4,814+6.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 40,095 | $183.5 萬 | 0.6% | −3,367−7.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,916 | $118.4 萬 | 0.4% | −44−2.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,407 | $113.7 萬 | 0.4% | +164+2.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,368 | $110.1 萬 | 0.4% | +752+16.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,680 | $105.5 萬 | 0.4% | +708+11.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,293 | $97.4 萬 | 0.3% | +2+0.1% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 9,818 | $87.8 萬 | 0.3% | +1,629+19.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,180 | $73.7 萬 | 0.3% | −99−2.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,423 | $70.3 萬 | 0.2% | +136+5.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,884 | $63.3 萬 | 0.2% | +107+3.9% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 19,816 | $59.7 萬 | 0.2% | −319−1.6% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,272 | $57.7 萬 | 0.2% | +18+0.3% | 加碼 | – |
| MARMarriott International Inc | Stock | 2,090 | $57.1 萬 | 0.2% | −40−1.9% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,869 | $55.3 萬 | 0.2% | +7+0.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 707 | $55.1 萬 | 0.2% | +55+8.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,514 | $47.4 萬 | 0.2% | −299−7.8% | 減碼 | – |
| UGIUgi Corp | Stock | 11,707 | $42.6 萬 | 0.1% | +14+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 813 | $39.5 萬 | 0.1% | −23−2.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,369 | $37.7 萬 | 0.1% | +1,369 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,520 | $36.8 萬 | 0.1% | −12,606−78.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 359 | $35.6 萬 | 0.1% | +86+31.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,094 | $34.8 萬 | 0.1% | +102+10.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,354 | $34.3 萬 | 0.1% | −327−8.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,435 | $31.4 萬 | 0.1% | +30+0.7% | 加碼 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 6,890 | $28.2 萬 | 0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 559 | $27.9 萬 | 0.1% | −66−10.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,422 | $26.4 萬 | 0.1% | −151−9.6% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,575 | $26.2 萬 | 0.1% | +108+7.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,422 | $26.0 萬 | 0.1% | +1,422 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 834 | $25.7 萬 | 0.1% | −69−7.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 461 | $25.1 萬 | 0.1% | +35+8.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 538 | $24.9 萬 | 0.1% | +5+0.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,652 | $23.3 萬 | 0.1% | +1,652 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 710 | $22.2 萬 | 0.1% | +710 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 300 | $22.0 萬 | 0.1% | +300 | 新進 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 698 | $21.3 萬 | 0.1% | +698 | 新進 | – |
| GEGeneral Electric Co | Stock | 816 | $21.0 萬 | 0.1% | +816 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,346 | $20.8 萬 | 0.1% | +3,346 | 新進 | – |
| BACBank of America Corp | Stock | 4,309 | $20.4 萬 | 0.1% | +4,309 | 新進 | 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。