Sculati Wealth Management, LLC
- SEC CIK
- 0001803397
- 最新申報
- 2026/7/21
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 124
- 較 2025 年第 1 季 +14
- 總值
- $2.66 億
- 較 2025 年第 1 季 +$1,886 萬 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 49,305 | $2,395 萬 | 9.0% | +299+0.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 55,313 | $1,135 萬 | 4.3% | −467−0.8% | 減碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 41,292 | $1,018 萬 | 3.8% | +38,643+1,458.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 18,760 | $933.1 萬 | 3.5% | −294−1.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,648 | $804.0 萬 | 3.0% | −315−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 26,935 | $768.5 萬 | 2.9% | −49,688−64.8% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 136,002 | $707.5 萬 | 2.7% | +129,126+1,877.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 32,970 | $602.8 萬 | 2.3% | +32,970 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 8,072 | $595.8 萬 | 2.2% | −220−2.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 25,699 | $561.9 萬 | 2.1% | −1,028−3.8% | 減碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 122,228 | $550.6 萬 | 2.1% | −117,880−49.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 18,651 | $540.7 萬 | 2.0% | −433−2.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 7,587 | $537.0 萬 | 2.0% | −223−2.9% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 86,988 | $473.7 萬 | 1.8% | +86,988 | 新進 | – |
| MSMorgan Stanley | Stock | 31,172 | $439.1 萬 | 1.6% | −564−1.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,509 | $417.0 萬 | 1.6% | −60−0.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 97,232 | $416.4 萬 | 1.6% | +88,174+973.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 47,464 | $396.2 萬 | 1.5% | +47,464 | 新進 | – |
| BXBlackstone Inc. | COM | 26,111 | $390.6 萬 | 1.5% | −874−3.2% | 減碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 112,703 | $372.0 萬 | 1.4% | −138,824−55.2% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 40,639 | $370.8 萬 | 1.4% | −421−1.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,535 | $363.4 萬 | 1.4% | −81−2.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,371 | $333.7 萬 | 1.3% | −126−3.6% | 減碼 | 歷史 |
| TPCTutor Perini Corp | COM | 65,388 | $305.9 萬 | 1.1% | −30,006−31.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,507 | $299.7 萬 | 1.1% | −16−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 8,294 | $294.5 萬 | 1.1% | −174−2.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 64,571 | $294.1 萬 | 1.1% | −133,731−67.4% | 減碼 | – |
| UNMUnum Group | Stock | 36,238 | $292.7 萬 | 1.1% | −1,569−4.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 46,068 | $284.1 萬 | 1.1% | −96,290−67.6% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 96,981 | $280.8 萬 | 1.1% | +96,981 | 新進 | – |
| Vanguard Wellington FD921935409 | US MINIMUM | 21,363 | $273.9 萬 | 1.0% | +21,363 | 新進 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 55,946 | $273.4 萬 | 1.0% | −2,010−3.5% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 10,023 | $273.3 萬 | 1.0% | −110−1.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,390 | $272.6 萬 | 1.0% | +4,390 | 新進 | – |
| CVXChevron Corp | Stock | 18,713 | $268.0 萬 | 1.0% | −354−1.9% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 5,421 | $266.0 萬 | 1.0% | −170−3.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,013 | $247.9 萬 | 0.9% | +97+2.5% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 26,256 | $239.2 萬 | 0.9% | +23,055+720.2% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 107,456 | $236.0 萬 | 0.9% | −3,989−3.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,132 | $231.1 萬 | 0.9% | −372−2.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 18,629 | $231.0 萬 | 0.9% | −764−3.9% | 減碼 | 歷史 |
| BABoeing Co | Stock | 9,774 | $204.8 萬 | 0.8% | −283−2.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,610 | $204.6 萬 | 0.8% | −124−1.1% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 55,124 | $202.0 萬 | 0.8% | −1,693−3.0% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 37,715 | $199.3 萬 | 0.7% | −19,949−34.6% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 6,650 | $194.0 萬 | 0.7% | +150+2.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 43,018 | $186.1 萬 | 0.7% | −993−2.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,733 | $185.4 萬 | 0.7% | +1,186+11.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 17,704 | $178.7 萬 | 0.7% | −41−0.2% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 34,532 | $169.8 萬 | 0.6% | +695+2.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,131 | $166.1 萬 | 0.6% | +300+16.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,231 | $163.7 萬 | 0.6% | −16−0.4% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 18,064 | $157.5 萬 | 0.6% | +776+4.5% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 11,749 | $155.6 萬 | 0.6% | −235−2.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 49,801 | $145.5 萬 | 0.5% | −16,746−25.2% | 減碼 | – |
| LULUlululemon athletica inc. | Stock | 6,003 | $142.6 萬 | 0.5% | −564−8.6% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,179 | $141.5 萬 | 0.5% | +242+8.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 10,565 | $135.9 萬 | 0.5% | −14,218−57.4% | 減碼 | – |
| CMCSAComcast Corp | Stock | 37,628 | $134.3 萬 | 0.5% | +1,261+3.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 3,754 | $134.0 萬 | 0.5% | +768+25.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 19,640 | $133.6 萬 | 0.5% | −28,802−59.5% | 減碼 | – |
| SOSouthern Co | Stock | 13,965 | $128.2 萬 | 0.5% | −565−3.9% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,747 | $122.0 萬 | 0.5% | +365+26.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 16,941 | $120.3 萬 | 0.5% | +484+2.9% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 450 | $117.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 50,258 | $114.4 萬 | 0.4% | −33,558−40.0% | 減碼 | – |
| RWTRedwood Trust Inc | COM | 184,390 | $109.0 萬 | 0.4% | −3,155−1.7% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 38,479 | $107.9 萬 | 0.4% | −9,140−19.2% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 8,721 | $102.9 萬 | 0.4% | +1,156+15.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,463 | $102.1 萬 | 0.4% | +2,672+149.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,830 | $98.6 萬 | 0.4% | −165−4.1% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 37,457 | $94.8 萬 | 0.4% | −4,576−10.9% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 6,998 | $92.9 萬 | 0.3% | −1,720−19.7% | 減碼 | – |
| EGEverest Group, Ltd. | COM | 2,715 | $92.3 萬 | 0.3% | +840+44.8% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 1,805 | $81.3 萬 | 0.3% | +674+59.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,825 | $72.2 萬 | 0.3% | +1,825 | 新進 | 歷史 |
| Schwab Strategic Tr808524623 | ULTRA SHORT INCM | 28,439 | $71.6 萬 | 0.3% | −13,389−32.0% | 減碼 | – |
| AMGNAmgen Inc | Stock | 2,419 | $67.5 萬 | 0.3% | +2,419 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 23,656 | $65.5 萬 | 0.2% | −5,124−17.8% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 1,275 | $63.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,968 | $63.1 萬 | 0.2% | −5,268−39.8% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 13,421 | $62.0 萬 | 0.2% | +13,421 | 新進 | – |
| BKNGBooking Holdings Inc. | Stock | 100 | $57.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 5,254 | $57.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 11,659 | $50.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,874 | $49.0 萬 | 0.2% | −1,475−27.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 23,581 | $48.8 萬 | 0.2% | −17,571−42.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 848 | $46.8 萬 | 0.2% | +128+17.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 338 | $45.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IRMIron Mountain Inc | COM | 4,320 | $44.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 18,603 | $43.2 萬 | 0.2% | +18,603 | 新進 | – |
| iShares Tr464288588 | MBS ETF | 4,445 | $41.7 萬 | 0.2% | +4,445 | 新進 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 754 | $39.6 萬 | 0.1% | −714−48.6% | 減碼 | 歷史 |
| CHDNChurchill Downs Inc | COM | 3,903 | $39.4 萬 | 0.1% | −146−3.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,584 | $38.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 709 | $37.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 15,090 | $36.6 萬 | 0.1% | −5,989−28.4% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 11,790 | $34.1 萬 | 0.1% | −1,120−8.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,720 | $34.1 萬 | 0.1% | −782−17.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,330 | $32.6 萬 | 0.1% | −525−13.6% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。