Skyline Advisors, Inc.
- SEC CIK
- 0001843832
- 最新申報
- 2026/7/20
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 88
- 較 2024 年第 4 季 −6
- 總值
- $2.54 億
- 較 2024 年第 4 季 −$372.0 萬 (−1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 102,807 | $2,826 萬 | 11.1% | +567+0.6% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 353,354 | $2,467 萬 | 9.7% | +7,280+2.1% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 452,304 | $2,084 萬 | 8.2% | +11,415+2.6% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 104,500 | $1,786 萬 | 7.0% | +1,388+1.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 47,192 | $1,772 萬 | 7.0% | −467−1.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 616,111 | $1,723 萬 | 6.8% | +12,668+2.1% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 560,214 | $1,403 萬 | 5.5% | +4,234+0.8% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 473,040 | $1,291 萬 | 5.1% | +11,445+2.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 117,102 | $1,235 萬 | 4.9% | +827+0.7% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 187,060 | $1,116 萬 | 4.4% | +1,384+0.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 132,509 | $662.5 萬 | 2.6% | −523−0.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,168 | $488.3 萬 | 1.9% | −26−0.3% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 92,471 | $468.2 萬 | 1.8% | +5,407+6.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 19,092 | $424.1 萬 | 1.7% | −451−2.3% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 143,918 | $386.0 萬 | 1.5% | +6,445+4.7% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 117,861 | $316.9 萬 | 1.2% | +4,552+4.0% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 38,788 | $223.5 萬 | 0.9% | +949+2.5% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 100,491 | $216.4 萬 | 0.9% | +100.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 38,940 | $198.0 萬 | 0.8% | −1,142−2.8% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,846 | $196.3 萬 | 0.8% | +222+1.1% | 加碼 | – |
| DEDeere & Co | Stock | 4,024 | $188.9 萬 | 0.7% | −402−9.1% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 19,191 | $188.0 萬 | 0.7% | −6,541−25.4% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 33,678 | $164.4 萬 | 0.6% | −756−2.2% | 減碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 34,629 | $161.6 萬 | 0.6% | +3,443+11.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,503 | $142.1 萬 | 0.6% | −47−3.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,318 | $130.2 萬 | 0.5% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 25,674 | $128.4 萬 | 0.5% | +60.0% | 加碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 17,944 | $123.7 萬 | 0.5% | +2,345+15.0% | 加碼 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 27,031 | $117.1 萬 | 0.5% | +3,656+15.6% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 18,653 | $110.0 萬 | 0.4% | −6,439−25.7% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 31,425 | $97.0 萬 | 0.4% | +1,361+4.5% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 2,522 | $96.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 18,469 | $95.1 萬 | 0.4% | +2,454+15.3% | 加碼 | – |
| BACBank of America Corp | Stock | 21,337 | $89.0 萬 | 0.4% | +315+1.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,395 | $82.3 萬 | 0.3% | +3,039+26.8% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 8,367 | $82.1 萬 | 0.3% | −815−8.9% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,864 | $77.2 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,307 | $75.1 萬 | 0.3% | +5+0.2% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 11,039 | $74.3 萬 | 0.3% | −149−1.3% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,704 | $71.0 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 3,706 | $70.5 萬 | 0.3% | −92−2.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 7,507 | $69.0 萬 | 0.3% | −10−0.1% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,358 | $64.0 萬 | 0.3% | +2,627+27.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,418 | $63.1 萬 | 0.2% | +10.0% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,897 | $61.8 萬 | 0.2% | +2,718+52.5% | 加碼 | – |
| SIGISelective Insurance Group Inc | COM | 6,575 | $60.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,059 | $57.6 萬 | 0.2% | +12+0.4% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 9,255 | $55.5 萬 | 0.2% | +200+2.2% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 5,000 | $54.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,212 | $54.7 萬 | 0.2% | −23−0.7% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,973 | $50.1 萬 | 0.2% | +11+0.3% | 加碼 | – |
| Impact Shs Tr I74741A106 | AFFORDABLE HOUS | 28,327 | $48.6 萬 | 0.2% | +4,253+17.7% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 873 | $47.4 萬 | 0.2% | −67−7.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 4,333 | $47.0 萬 | 0.2% | +14+0.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,627 | $44.8 萬 | 0.2% | −84−3.1% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,809 | $44.7 萬 | 0.2% | +2+0.1% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,652 | $43.6 萬 | 0.2% | +3+0.1% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q815 | SUST MUNI IN ETF | 8,697 | $43.3 萬 | 0.2% | +120+1.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,082 | $39.1 萬 | 0.2% | −1−0.1% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 1,323 | $35.8 萬 | 0.1% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,002 | $35.3 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,883 | $35.1 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,396 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 3,571 | $34.3 萬 | 0.1% | −5−0.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,026 | $33.6 萬 | 0.1% | −32−1.6% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 13,830 | $32.4 萬 | 0.1% | +796+6.1% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 1,321 | $30.8 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,308 | $30.5 萬 | 0.1% | +15+0.3% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,012 | $30.4 萬 | 0.1% | +7+0.3% | 加碼 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 8,658 | $30.3 萬 | 0.1% | +37+0.4% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,756 | $30.1 萬 | 0.1% | −894−11.7% | 減碼 | – |
| NFLXNetflix Inc | Stock | 314 | $29.3 萬 | 0.1% | −25−7.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,598 | $28.4 萬 | 0.1% | −44−0.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 808 | $28.3 萬 | 0.1% | −26−3.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,114 | $27.3 萬 | 0.1% | −299−21.2% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 9,000 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NINisource Inc. | COM | 6,381 | $25.6 萬 | 0.1% | +8+0.1% | 加碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 2,935 | $25.5 萬 | 0.1% | −10−0.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 680 | $24.9 萬 | 0.1% | −15−2.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,655 | $24.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 418 | $23.4 萬 | 0.1% | −101−19.5% | 減碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 10,736 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 405 | $22.2 萬 | 0.1% | −4−1.0% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,036 | $21.3 萬 | 0.1% | +3,036 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 2,325 | $20.9 萬 | 0.1% | −42−1.8% | 減碼 | 歷史 |
| UNMUnum Group | Stock | 2,500 | $20.4 萬 | 0.1% | +2,500 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 103 | $20.1 萬 | 0.1% | +103 | 新進 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 23,839 | $12.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（9 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,963 | $27.5 萬 | 0.1% | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 2,226 | $24.5 萬 | 0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 4,854 | $24.5 萬 | 0.1% | – |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 2,488 | $24.5 萬 | 0.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 447 | $22.9 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46654Q799 | HIGH YIELD MUNI | 4,406 | $22.1 萬 | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 927 | $20.5 萬 | 0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,057 | $20.4 萬 | 0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 2,246 | $20.3 萬 | 0.1% | 歷史 |