Aaron Wealth Advisors
- SEC CIK
- 0001812198
- 最新申報
- 2026/7/16
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/3 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 628
- 較 2025 年第 2 季 +139
- 總值
- $16.6 億
- 較 2025 年第 2 季 +$6.76 億 (+69.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 1,649,615 | $1.66 億 | 10.0% | +1,649,615 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,184,187 | $1.03 億 | 6.2% | +169,080+16.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 479,620 | $8,949 萬 | 5.4% | +329,602+219.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 671,400 | $8,090 萬 | 4.9% | +59,609+9.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 810,318 | $7,242 萬 | 4.4% | +78,886+10.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 99,617 | $5,160 萬 | 3.1% | +33,929+51.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 181,339 | $5,117 萬 | 3.1% | −4,549−2.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 186,953 | $4,760 萬 | 2.9% | +73,801+65.2% | 加碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 894,261 | $3,915 萬 | 2.4% | +295,171+49.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 528,127 | $3,481 萬 | 2.1% | −3,347−0.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 136,680 | $2,853 萬 | 1.7% | +40,105+41.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 85,287 | $2,538 萬 | 1.5% | +27,486+47.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 103,917 | $2,282 萬 | 1.4% | +46,147+79.9% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 369,604 | $1,877 萬 | 1.1% | +16,712+4.7% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 350,126 | $1,743 萬 | 1.1% | −7,060−2.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 23,386 | $1,717 萬 | 1.0% | +10,140+76.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 24,010 | $1,599 萬 | 1.0% | −724−2.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 64,760 | $1,574 萬 | 1.0% | +25,628+65.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 43,057 | $1,420 萬 | 0.9% | +17,445+68.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 27,633 | $1,389 萬 | 0.8% | +7,979+40.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 53,495 | $1,303 萬 | 0.8% | +19,548+57.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 28,765 | $1,279 萬 | 0.8% | +13,538+88.9% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 300,347 | $1,178 萬 | 0.7% | −91,517−23.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 33,561 | $1,059 萬 | 0.6% | +11,942+55.2% | 加碼 | 歷史 |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 189,296 | $1,024 萬 | 0.6% | +30,071+18.9% | 加碼 | – |
| WMTWalmart Inc. | Stock | 96,978 | $999.5 萬 | 0.6% | +29,499+43.7% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 92,312 | $985.7 萬 | 0.6% | +3,746+4.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 27,931 | $844.5 萬 | 0.5% | −170−0.6% | 減碼 | – |
| VVisa Inc. | Stock | 24,004 | $819.4 萬 | 0.5% | +6,806+39.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 10,003 | $763.2 萬 | 0.5% | +4,392+78.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 24,509 | $684.5 萬 | 0.4% | +335+1.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 35,832 | $664.4 萬 | 0.4% | +15,006+72.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,284 | $633.5 萬 | 0.4% | +2,500+89.8% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 63,333 | $591.3 萬 | 0.4% | −9,275−12.8% | 減碼 | – |
| ORCLOracle Corp | Stock | 19,714 | $554.4 萬 | 0.3% | +2,691+15.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 48,502 | $546.9 萬 | 0.3% | +20,335+72.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,381 | $542.2 萬 | 0.3% | +5,394+67.5% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 53,997 | $529.0 萬 | 0.3% | +8,088+17.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,454 | $517.7 萬 | 0.3% | −329−3.7% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 27,327 | $498.5 萬 | 0.3% | +14,852+119.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 21,357 | $494.5 萬 | 0.3% | +9,284+76.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,378 | $486.1 萬 | 0.3% | −10,810−51.0% | 減碼 | – |
| MAMastercard Inc | Stock | 8,536 | $485.6 萬 | 0.3% | +2,381+38.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,091 | $471.2 萬 | 0.3% | +1,127+28.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 96,044 | $433.2 萬 | 0.3% | +6,815+7.6% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,888 | $426.3 萬 | 0.3% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 26,764 | $411.2 萬 | 0.2% | +10,024+59.9% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 13,373 | $402.3 萬 | 0.2% | +6,493+94.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,989 | $400.9 萬 | 0.2% | +12+0.2% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 56,631 | $387.5 萬 | 0.2% | +22,247+64.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 75,004 | $386.9 萬 | 0.2% | +24,628+48.9% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $377.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 17,929 | $365.0 萬 | 0.2% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 7,640 | $364.6 萬 | 0.2% | +2,529+49.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,908 | $342.1 萬 | 0.2% | +6,794+218.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 19,836 | $331.9 萬 | 0.2% | +9,572+93.3% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 50,764 | $330.0 萬 | 0.2% | −740−1.4% | 減碼 | – |
| LRCXLam Research Corp | Stock | 24,382 | $326.5 萬 | 0.2% | +11,612+90.9% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 4,204 | $324.8 萬 | 0.2% | −311−6.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 14,685 | $324.3 萬 | 0.2% | +1,504+11.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 12,822 | $316.2 萬 | 0.2% | +5,042+64.8% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 32,625 | $311.5 萬 | 0.2% | +13,811+73.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,773 | $297.0 萬 | 0.2% | +4,123+73.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 10,073 | $295.6 萬 | 0.2% | +1,031+11.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 22,067 | $295.6 萬 | 0.2% | +7,348+49.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 18,424 | $292.9 萬 | 0.2% | +8,965+94.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,667 | $292.0 萬 | 0.2% | +1,829+99.5% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 19,932 | $290.4 萬 | 0.2% | +11,298+130.9% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 33,499 | $280.8 萬 | 0.2% | +11,082+49.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,184 | $279.1 萬 | 0.2% | +6,004+275.4% | 加碼 | 歷史 |
| DBX ETF Tr233051820 | XTRACK MSCI ALL | 69,659 | $274.5 萬 | 0.2% | −4,759−6.4% | 減碼 | – |
| ETNEaton Corp plc | Stock | 7,280 | $272.5 萬 | 0.2% | +21+0.3% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 26,844 | $272.5 萬 | 0.2% | +13,972+108.5% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 67,561 | $267.6 萬 | 0.2% | −5,455−7.5% | 減碼 | – |
| CVXChevron Corp | Stock | 17,037 | $264.6 萬 | 0.2% | +9,782+134.8% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 5,466 | $259.6 萬 | 0.2% | +2,082+61.5% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 34,259 | $258.3 萬 | 0.2% | +21,911+177.4% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 38,337 | $258.0 萬 | 0.2% | +28,634+295.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 15,811 | $256.5 萬 | 0.2% | +6,644+72.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 12,519 | $254.9 萬 | 0.2% | +8,901+246.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 15,012 | $249.7 萬 | 0.2% | +6,300+72.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,096 | $247.7 萬 | 0.1% | +2,793+30.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,551 | $247.0 萬 | 0.1% | −174−6.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 36,573 | $242.6 萬 | 0.1% | +1,450+4.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 21,075 | $241.3 萬 | 0.1% | +8,587+68.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,583 | $237.7 萬 | 0.1% | +1,575+156.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 24,871 | $236.9 萬 | 0.1% | +16,826+209.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,457 | $236.1 萬 | 0.1% | +1,382+66.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 6,663 | $235.0 萬 | 0.1% | +3,708+125.5% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 6,784 | $234.9 萬 | 0.1% | +5,102+303.3% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 15,970 | $232.6 萬 | 0.1% | −2,112−11.7% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 428 | $231.1 萬 | 0.1% | +196+84.5% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 8,623 | $230.4 萬 | 0.1% | −610−6.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 81,472 | $230.1 萬 | 0.1% | +30,739+60.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,130 | $229.5 萬 | 0.1% | +2,602+102.9% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 10,466 | $222.5 萬 | 0.1% | +3,599+52.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 9,010 | $218.0 萬 | 0.1% | −9,767−52.0% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 17,866 | $216.9 萬 | 0.1% | +14,325+404.5% | 加碼 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 10,554 | $211.7 萬 | 0.1% | +926+9.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,442 | $208.7 萬 | 0.1% | +459+3.3% | 加碼 | 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 |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | $3,265 萬 | – |
2025 年第 2 季之後清倉（35 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JCIJohnson Controls International plc | Stock | 5,799 | $61.2 萬 | 0.1% | 歷史 |
| LENLennar Corp | CL A | 4,225 | $46.7 萬 | <0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 4,392 | $43.5 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 2,824 | $41.1 萬 | <0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,229 | $34.7 萬 | <0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,084 | $33.8 萬 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 28,771 | $33.0 萬 | <0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,708 | $29.1 萬 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 351 | $29.1 萬 | <0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 688 | $28.9 萬 | <0.1% | 歷史 |
| ALLEAllegion plc | ORD SHS | 1,967 | $28.3 萬 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 4,832 | $27.3 萬 | <0.1% | 歷史 |
| NDAQNasdaq, Inc. | COM | 3,031 | $27.1 萬 | <0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 651 | $26.6 萬 | <0.1% | 歷史 |
| SYYSysco Corp | Stock | 3,439 | $26.0 萬 | <0.1% | 歷史 |
| CHTChunghwa Telecom Co Ltd | SPON ADR NEW11 | 5,564 | $25.9 萬 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 3,220 | $25.1 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 3,423 | $25.1 萬 | <0.1% | 歷史 |
| PCARPaccar Inc | COM | 2,582 | $24.5 萬 | <0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,105 | $24.4 萬 | <0.1% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 2,372 | $23.5 萬 | <0.1% | 歷史 |
| AMEAmetek Inc | COM | 1,233 | $22.3 萬 | <0.1% | 歷史 |
| GGGGraco Inc | COM | 2,567 | $22.1 萬 | <0.1% | 歷史 |
| KVUEKenvue Inc. | Stock | 10,351 | $21.7 萬 | <0.1% | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 2,083 | $21.5 萬 | <0.1% | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 1,445 | $20.8 萬 | <0.1% | 歷史 |
| CPRTCopart Inc | COM | 4,236 | $20.8 萬 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,529 | $20.6 萬 | <0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 654 | $20.5 萬 | <0.1% | 歷史 |
| CNXCConcentrix Corp | Stock | 3,787 | $20.0 萬 | <0.1% | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 17,934 | $5.42 萬 | <0.1% | 歷史 |
| PGENPrecigen, Inc. | COM | 11,149 | $1.58 萬 | <0.1% | 歷史 |
| MVISMicrovision, Inc. | COM NEW | 10,204 | $1.16 萬 | <0.1% | 歷史 |
| IAUXi-80 Gold Corp. | COM | 17,403 | $1.04 萬 | <0.1% | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 12,178 | $6,491 | <0.1% | 歷史 |