Aaron Wealth Advisors
- SEC CIK
- 0001812198
- 最新申報
- 2026/7/16
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/21 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 674
- 較 2025 年第 3 季 +46
- 總值
- $18.0 億
- 較 2025 年第 3 季 +$1.42 億 (+8.6%)
| 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 | 1,158,134 | $1.16 億 | 6.5% | −491,481−29.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,297,594 | $1.16 億 | 6.5% | +113,407+9.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 526,042 | $9,811 萬 | 5.5% | +46,422+9.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 721,331 | $8,782 萬 | 4.9% | +49,931+7.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 876,547 | $8,091 萬 | 4.5% | +66,229+8.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 234,058 | $6,363 萬 | 3.5% | +47,105+25.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 165,841 | $5,428 萬 | 3.0% | −15,498−8.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 107,077 | $5,178 萬 | 2.9% | +7,460+7.5% | 加碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 941,998 | $4,319 萬 | 2.4% | +47,737+5.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 539,058 | $3,624 萬 | 2.0% | +10,931+2.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 129,910 | $2,999 萬 | 1.7% | +25,993+25.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 138,251 | $2,928 萬 | 1.6% | +1,571+1.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 84,645 | $2,649 萬 | 1.5% | +19,885+30.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 87,472 | $2,643 萬 | 1.5% | +2,185+2.6% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 458,338 | $2,291 萬 | 1.3% | +108,212+30.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 64,111 | $2,012 萬 | 1.1% | +10,616+19.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 28,108 | $1,855 萬 | 1.0% | +4,722+20.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 53,214 | $1,842 萬 | 1.0% | +10,157+23.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,918 | $1,631 萬 | 0.9% | −92−0.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 31,586 | $1,588 萬 | 0.9% | +3,953+14.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 34,526 | $1,553 萬 | 0.9% | +5,761+20.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 12,196 | $1,311 萬 | 0.7% | +2,193+21.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 40,218 | $1,296 萬 | 0.7% | +6,657+19.8% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 238,094 | $1,209 萬 | 0.7% | −62,253−20.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 106,306 | $1,184 萬 | 0.7% | +9,328+9.6% | 加碼 | 歷史 |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 194,850 | $1,055 萬 | 0.6% | +5,554+2.9% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 97,296 | $1,038 萬 | 0.6% | +4,984+5.4% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 33,522 | $1,019 萬 | 0.6% | +9,013+36.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 27,605 | $968.1 萬 | 0.5% | +3,601+15.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 41,305 | $854.8 萬 | 0.5% | +5,473+15.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 25,517 | $788.6 萬 | 0.4% | −2,414−8.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 58,996 | $710.0 萬 | 0.4% | +10,494+21.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 12,320 | $705.8 萬 | 0.4% | +4,680+61.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 12,027 | $686.6 萬 | 0.4% | +3,491+40.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 63,299 | $607.9 萬 | 0.3% | −34−0.1% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 33,578 | $596.8 萬 | 0.3% | +6,251+22.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 25,340 | $579.0 萬 | 0.3% | +3,983+18.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 73,857 | $568.9 萬 | 0.3% | +17,226+30.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 98,409 | $530.8 萬 | 0.3% | +2,365+2.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,244 | $517.0 萬 | 0.3% | −210−2.5% | 減碼 | – |
| BACBank of America Corp | Stock | 90,932 | $500.1 萬 | 0.3% | +15,928+21.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 15,757 | $485.4 萬 | 0.3% | +2,384+17.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,002 | $473.4 萬 | 0.3% | −376−3.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 5,449 | $469.9 萬 | 0.3% | +358+7.0% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 26,438 | $452.6 萬 | 0.3% | +2,056+8.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 22,990 | $448.1 萬 | 0.2% | +3,276+16.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 53,060 | $433.6 萬 | 0.2% | −937−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,885 | $433.5 萬 | 0.2% | −30.0% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 29,342 | $420.5 萬 | 0.2% | +2,578+9.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 22,807 | $418.3 萬 | 0.2% | +2,971+15.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,004 | $411.3 萬 | 0.2% | +15+0.3% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 23,559 | $403.0 萬 | 0.2% | +8,547+56.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 15,562 | $399.9 萬 | 0.2% | +3,466+28.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 13,953 | $398.2 萬 | 0.2% | +3,300+31.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,438 | $390.1 萬 | 0.2% | +771+21.0% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 21,730 | $385.8 萬 | 0.2% | +3,306+17.9% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 40,917 | $381.3 萬 | 0.2% | +7,418+22.1% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $377.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 17,929 | $377.1 萬 | 0.2% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 3,497 | $374.1 萬 | 0.2% | +946+37.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 13,834 | $371.2 萬 | 0.2% | +1,012+7.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 16,820 | $369.6 萬 | 0.2% | +2,135+14.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 29,447 | $368.9 萬 | 0.2% | +7,380+33.4% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 36,896 | $368.6 萬 | 0.2% | +4,271+13.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 38,981 | $365.5 萬 | 0.2% | −13,859−26.2% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 16,648 | $356.5 萬 | 0.2% | +6,113+58.0% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,280 | $355.7 萬 | 0.2% | +1,150+22.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 30,218 | $352.6 萬 | 0.2% | +3,374+12.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,524 | $352.2 萬 | 0.2% | +1,751+17.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 49,088 | $343.2 萬 | 0.2% | +12,515+34.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,958 | $342.7 萬 | 0.2% | −3,423−25.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,286 | $339.6 萬 | 0.2% | +378+3.8% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 50,245 | $337.3 萬 | 0.2% | −519−1.0% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 20,918 | $335.5 萬 | 0.2% | +5,107+32.3% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 4,026 | $330.3 萬 | 0.2% | −178−4.2% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 613 | $328.3 萬 | 0.2% | +185+43.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,977 | $317.3 萬 | 0.2% | +3,930+48.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 12,208 | $314.0 萬 | 0.2% | +2,135+21.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 20,103 | $306.4 萬 | 0.2% | +3,066+18.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,268 | $305.3 萬 | 0.2% | +1,062+25.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,112 | $299.5 萬 | 0.2% | +2,838+39.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 28,421 | $299.2 萬 | 0.2% | +10,874+62.0% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,862 | $298.3 萬 | 0.2% | +678+8.3% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 12,150 | $294.5 萬 | 0.2% | +1,684+16.1% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 38,001 | $291.4 萬 | 0.2% | −336−0.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 25,526 | $290.4 萬 | 0.2% | +4,451+21.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 36,346 | $288.4 萬 | 0.2% | +2,087+6.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 18,574 | $285.3 萬 | 0.2% | +4,132+28.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,251 | $281.6 萬 | 0.2% | +794+23.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 29,066 | $279.2 萬 | 0.2% | +4,195+16.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,909 | $276.8 萬 | 0.2% | +1,246+18.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,622 | $274.6 萬 | 0.2% | +1,342+18.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 7,372 | $272.7 萬 | 0.2% | +2,042+38.3% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 9,623 | $272.6 萬 | 0.2% | +1,024+11.9% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 19,719 | $271.9 萬 | 0.2% | +4,080+26.1% | 加碼 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 11,705 | $260.2 萬 | 0.1% | +1,151+10.9% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 27,984 | $257.3 萬 | 0.1% | +6,769+31.9% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 32,564 | $256.2 萬 | 0.1% | +7,117+28.0% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 18,764 | $254.7 萬 | 0.1% | +898+5.0% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 10,326 | $250.8 萬 | 0.1% | +1,703+19.7% | 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 | $3,264 萬 | – |
2025 年第 3 季之後清倉（52 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TTCToro Co | COM | 19,044 | $145.1 萬 | 0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 20,036 | $118.8 萬 | 0.1% | 歷史 |
| MIDDMIDDLEBY Corp | COM | 8,761 | $116.5 萬 | 0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 12,308 | $110.4 萬 | 0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 5,694 | $109.0 萬 | 0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 19,238 | $97.0 萬 | 0.1% | 歷史 |
| MHKMohawk Industries Inc | COM | 6,686 | $86.2 萬 | 0.1% | 歷史 |
| NTNXNutanix, Inc. | Stock | 11,077 | $82.4 萬 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 2,788 | $72.5 萬 | <0.1% | 歷史 |
| VICIVici Properties Inc. | COM | 21,332 | $69.6 萬 | <0.1% | 歷史 |
| SRESempra | Stock | 6,610 | $59.5 萬 | <0.1% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 3,447 | $57.7 萬 | <0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,599 | $48.0 萬 | <0.1% | 歷史 |
| MTCHMatch Group, Inc. | COM | 13,557 | $47.9 萬 | <0.1% | 歷史 |
| MANManpowerGroup Inc. | COM | 12,559 | $47.6 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 3,182 | $46.6 萬 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 17,355 | $45.2 萬 | <0.1% | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 26,640 | $42.9 萬 | <0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,439 | $42.8 萬 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 14,418 | $40.8 萬 | <0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,134 | $39.9 萬 | <0.1% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 1,689 | $39.9 萬 | <0.1% | 歷史 |
| EVREvercore Inc. | CLASS A | 1,108 | $37.4 萬 | <0.1% | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 6,330 | $36.0 萬 | <0.1% | 歷史 |
| WENWendy's Co | Stock | 38,937 | $35.7 萬 | <0.1% | 歷史 |
| OSKOshkosh Corp | COM | 2,729 | $35.4 萬 | <0.1% | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 32,191 | $35.1 萬 | <0.1% | 歷史 |
| PNWPinnacle West Capital Corp | COM | 3,875 | $34.7 萬 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 838 | $34.7 萬 | <0.1% | 歷史 |
| SEICSEI Investments Co | COM | 3,999 | $33.9 萬 | <0.1% | 歷史 |
| SAICScience Applications International Corp | COM | 3,328 | $33.1 萬 | <0.1% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 805 | $31.5 萬 | <0.1% | 歷史 |
| RFRegions Financial Corp | COM | 11,694 | $30.8 萬 | <0.1% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 955 | $28.5 萬 | <0.1% | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 1,049 | $27.5 萬 | <0.1% | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 3,707 | $27.3 萬 | <0.1% | 歷史 |
| NBISNebius Group N.V. | Stock | 2,418 | $27.1 萬 | <0.1% | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 5,645 | $25.8 萬 | <0.1% | – |
| CPBCAMPBELL'S Co | COM | 8,135 | $25.7 萬 | <0.1% | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 5,566 | $25.1 萬 | <0.1% | – |
| NWSNews Corp | CL B | 7,031 | $24.3 萬 | <0.1% | 歷史 |
| ARESAres Management Corp | CL A COM STK | 1,493 | $23.9 萬 | <0.1% | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 5,932 | $23.7 萬 | <0.1% | 歷史 |
| LNCLincoln National Corp | COM | 5,777 | $23.3 萬 | <0.1% | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 9,508 | $23.2 萬 | <0.1% | 歷史 |
| XPEVXpeng Inc. | ADS | 9,732 | $22.8 萬 | <0.1% | 歷史 |
| DVADavita Inc. | COM | 1,702 | $22.6 萬 | <0.1% | 歷史 |
| WYNNWynn Resorts Ltd | COM | 1,757 | $22.5 萬 | <0.1% | 歷史 |
| KKellanova | Stock | 2,539 | $20.8 萬 | <0.1% | 歷史 |
| GMEDGlobus Medical Inc | Stock | 3,591 | $20.6 萬 | <0.1% | 歷史 |
| BF.BBrown Forman Corp | Stock | 7,530 | $20.4 萬 | <0.1% | 歷史 |
| COTYCoty Inc. | COM CL A | 20,030 | $8.09 萬 | <0.1% | 歷史 |