Sculati Wealth Management, LLC
- SEC CIK
- 0001803397
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 123
- 較 2026 年第 1 季 +7
- 總值
- $3.00 億
- 較 2026 年第 1 季 +$2,894 萬 (+10.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 48,753 | $2,393 萬 | 8.0% | −432−0.9% | 減碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 60,965 | $1,704 萬 | 5.7% | +2,474+4.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 49,099 | $1,639 萬 | 5.5% | −350−0.7% | 減碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 186,220 | $1,158 萬 | 3.9% | +1,100+0.6% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 47,970 | $1,045 萬 | 3.5% | +1,513+3.3% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 133,628 | $895.2 萬 | 3.0% | +18,071+15.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 35,954 | $888.9 萬 | 3.0% | +73+0.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 144,983 | $808.0 萬 | 2.7% | +2,516+1.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 22,809 | $789.5 萬 | 2.6% | +693+3.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,974 | $742.9 萬 | 2.5% | −99−1.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 75,806 | $729.6 萬 | 2.4% | +1,720+2.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 18,191 | $716.4 萬 | 2.4% | −154−0.8% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 30,255 | $652.0 萬 | 2.2% | −542−1.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,559 | $564.8 萬 | 1.9% | −749−4.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,872 | $508.5 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 132,803 | $496.3 萬 | 1.7% | +279+0.2% | 加碼 | – |
| Vanguard Wellington FD921935409 | US MINIMUM | 34,373 | $489.4 萬 | 1.6% | +1,001+3.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,913 | $441.5 萬 | 1.5% | +127+2.2% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 33,058 | $414.4 萬 | 1.4% | +512+1.6% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 38,918 | $395.2 萬 | 1.3% | −42−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,618 | $395.2 萬 | 1.3% | −82−0.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,056 | $383.4 萬 | 1.3% | +31+0.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 18,230 | $341.6 萬 | 1.1% | +60.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 25,666 | $324.4 萬 | 1.1% | +70.0% | 加碼 | 歷史 |
| UNMUnum Group | Stock | 35,576 | $316.8 萬 | 1.1% | −325−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,220 | $315.3 萬 | 1.1% | −233−2.5% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 58,802 | $306.1 萬 | 1.0% | −1,865−3.1% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,229 | $303.8 萬 | 1.0% | −10−0.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 23,746 | $301.4 萬 | 1.0% | −91−0.4% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 65,368 | $299.3 萬 | 1.0% | +2,655+4.2% | 加碼 | – |
| DALDelta Air Lines, Inc. | COM NEW | 34,904 | $293.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 53,360 | $288.3 萬 | 1.0% | −525−1.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,766 | $279.9 萬 | 0.9% | −200−5.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,372 | $279.7 萬 | 0.9% | +6+0.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,798 | $279.6 萬 | 0.9% | −58−0.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,333 | $278.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 51,317 | $257.7 萬 | 0.9% | −1,729−3.3% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,570 | $242.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,671 | $236.7 萬 | 0.8% | +161+1.4% | 加碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 52,187 | $209.4 萬 | 0.7% | −1,128−2.1% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 88,135 | $202.4 萬 | 0.7% | +7,984+10.0% | 加碼 | – |
| BABoeing Co | Stock | 9,372 | $200.6 萬 | 0.7% | +56+0.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 19,033 | $196.5 萬 | 0.7% | +1,013+5.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 43,172 | $188.2 萬 | 0.6% | −427−1.0% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 15,842 | $186.5 萬 | 0.6% | +155+1.0% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,942 | $185.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 4,451 | $178.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 33,453 | $174.4 萬 | 0.6% | −47−0.1% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 10,011 | $171.0 萬 | 0.6% | −151−1.5% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 4,466 | $168.3 萬 | 0.6% | +39+0.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 48,943 | $167.3 萬 | 0.6% | −277−0.6% | 減碼 | – |
| DISWalt Disney Co | Stock | 17,014 | $166.2 萬 | 0.6% | +208+1.2% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,146 | $152.8 萬 | 0.5% | −134−4.1% | 減碼 | 歷史 |
| DTEDte Energy Co | COM | 9,923 | $147.0 萬 | 0.5% | −1,422−12.5% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 17,321 | $144.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 5,770 | $138.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 37,191 | $130.1 萬 | 0.4% | −297−0.8% | 減碼 | – |
| AMGNAmgen Inc | Stock | 3,521 | $129.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EGEverest Group, Ltd. | COM | 3,353 | $128.3 萬 | 0.4% | +280+9.1% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 36,242 | $123.4 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 54,113 | $121.5 萬 | 0.4% | +2,226+4.3% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 9,508 | $118.9 萬 | 0.4% | +7+0.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 12,077 | $115.1 萬 | 0.4% | −1,828−13.1% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 11,624 | $109.0 萬 | 0.4% | +1,256+12.1% | 加碼 | – |
| MTNVail Resorts Inc | COM | 6,592 | $97.5 萬 | 0.3% | −53−0.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 40,640 | $96.7 萬 | 0.3% | +4,113+11.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 17,779 | $95.8 萬 | 0.3% | −237−1.3% | 減碼 | – |
| GEGeneral Electric Co | Stock | 2,655 | $92.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 2,801 | $89.6 萬 | 0.3% | +191+7.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,775 | $89.6 萬 | 0.3% | −66−1.7% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 46,708 | $89.5 萬 | 0.3% | −50,947−52.2% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 450 | $81.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,999 | $80.9 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 23,035 | $77.9 萬 | 0.3% | −49−0.2% | 減碼 | – |
| TPCTutor Perini Corp | COM | 9,289 | $73.0 萬 | 0.2% | −6,785−42.2% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 16,406 | $71.8 萬 | 0.2% | +1,827+12.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,936 | $71.7 萬 | 0.2% | +8,936 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 10,201 | $70.1 萬 | 0.2% | −77−0.7% | 減碼 | – |
| DTMDT Midstream, Inc. | COMMON STOCK | 4,729 | $68.6 萬 | 0.2% | −285−5.7% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,275 | $66.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 7,222 | $63.4 萬 | 0.2% | −259−3.5% | 減碼 | – |
| TFCTruist Financial Corp | COM | 11,659 | $61.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,100 | $58.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 792 | $55.1 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 3,591 | $52.9 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 983 | $51.3 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 3,783 | $48.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 5,032 | $47.8 萬 | 0.2% | −3,268−39.4% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,935 | $47.1 萬 | 0.2% | +529+12.0% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 20,206 | $45.7 萬 | 0.2% | +2,692+15.4% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 2,500 | $45.4 萬 | 0.2% | 00.0% | 不變依 25 比 1 拆股換算 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,450 | $45.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 2,710 | $42.6 萬 | 0.1% | −24−0.9% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 5,609 | $41.6 萬 | 0.1% | +2,384+73.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,720 | $39.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,867 | $38.8 萬 | 0.1% | +1,867 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 3,360 | $38.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 4,000 | $36.9 萬 | 0.1% | +4,000 | 新進 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 1,895 | $36.0 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 5,000 | $35.7 萬 | 0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。