Skyline Advisors, Inc.
- SEC CIK
- 0001843832
- 最新申報
- 2026/7/20
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 96
- 較 2025 年第 2 季 0
- 總值
- $2.90 億
- 較 2025 年第 2 季 +$1,954 萬 (+7.2%)
| 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 | 102,607 | $3,367 萬 | 11.6% | +668+0.7% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 362,642 | $2,995 萬 | 10.3% | +4,039+1.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 46,837 | $2,426 萬 | 8.4% | −53−0.1% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 474,552 | $2,217 萬 | 7.6% | +16,257+3.5% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 107,845 | $2,098 萬 | 7.2% | +5,737+5.6% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 579,801 | $1,850 萬 | 6.4% | +13,309+2.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 651,559 | $1,779 萬 | 6.1% | +32,656+5.3% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 499,900 | $1,387 萬 | 4.8% | +18,479+3.8% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 188,330 | $1,224 萬 | 4.2% | +23,313+14.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 109,326 | $1,164 萬 | 4.0% | +44,352+68.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 132,125 | $666.8 萬 | 2.3% | +36,785+38.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 104,766 | $531.5 萬 | 1.8% | +3,063+3.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,362 | $470.7 萬 | 1.6% | +124+1.3% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 165,999 | $453.0 萬 | 1.6% | +45,434+37.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 15,846 | $403.5 萬 | 1.4% | −2,348−12.9% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 124,830 | $336.4 萬 | 1.2% | +1,565+1.3% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 116,060 | $298.4 萬 | 1.0% | +540.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 46,906 | $239.4 萬 | 0.8% | +3,488+8.0% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 40,476 | $230.1 萬 | 0.8% | +793+2.0% | 加碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 35,754 | $204.9 萬 | 0.7% | +430+1.2% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 16,639 | $197.1 萬 | 0.7% | −1,237−6.9% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,076 | $191.2 萬 | 0.7% | +232+1.2% | 加碼 | – |
| DEDeere & Co | Stock | 3,899 | $178.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 35,701 | $176.6 萬 | 0.6% | +2,483+7.5% | 加碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 19,721 | $161.5 萬 | 0.6% | +502+2.6% | 加碼 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 31,292 | $137.4 萬 | 0.5% | +2,499+8.7% | 加碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 35,976 | $136.5 萬 | 0.5% | +2,643+7.9% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,340 | $124.1 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 23,395 | $118.3 萬 | 0.4% | −1,981−7.8% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 16,946 | $117.6 萬 | 0.4% | −929−5.2% | 減碼 | – |
| BACBank of America Corp | Stock | 21,572 | $111.3 萬 | 0.4% | +235+1.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 20,279 | $108.0 萬 | 0.4% | +421+2.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,554 | $104.0 萬 | 0.4% | −377−19.5% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,408 | $95.7 萬 | 0.3% | +268+2.0% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,315 | $91.7 萬 | 0.3% | +4+0.2% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 11,262 | $85.3 萬 | 0.3% | +195+1.8% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 8,537 | $84.9 萬 | 0.3% | +477+5.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,713 | $84.0 萬 | 0.3% | +117+0.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,490 | $83.8 萬 | 0.3% | +163+3.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,656 | $75.5 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,419 | $74.4 萬 | 0.3% | +10.0% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,530 | $72.1 萬 | 0.2% | −20.0% | 減碼 | – |
| SOSouthern Co | Stock | 7,507 | $71.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,089 | $68.4 萬 | 0.2% | −281−3.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 5,000 | $65.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,792 | $63.2 萬 | 0.2% | −730−28.9% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,080 | $62.7 萬 | 0.2% | +11+0.4% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 9,455 | $62.5 萬 | 0.2% | +200+2.2% | 加碼 | 歷史 |
| Impact Shs Tr I74741A106 | AFFORDABLE HOUS | 34,826 | $60.6 萬 | 0.2% | +1,559+4.7% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 11,570 | $58.6 萬 | 0.2% | +6+0.1% | 加碼 | – |
| BABoeing Co | Stock | 2,611 | $56.4 萬 | 0.2% | −30−1.1% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 4,000 | $55.9 萬 | 0.2% | +15+0.4% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,811 | $54.3 萬 | 0.2% | +10.0% | 加碼 | – |
| SIGISelective Insurance Group Inc | COM | 6,575 | $53.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,082 | $50.7 萬 | 0.2% | −1−0.1% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,018 | $49.9 萬 | 0.2% | +16+1.6% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,083 | $49.9 萬 | 0.2% | +2,083 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46654Q815 | SUST MUNI IN ETF | 8,910 | $44.7 萬 | 0.2% | +80+0.9% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,900 | $44.6 萬 | 0.2% | −272−8.6% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,323 | $44.0 萬 | 0.2% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 362 | $43.4 萬 | 0.1% | +48+15.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,966 | $43.2 萬 | 0.1% | −1,744−47.0% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,412 | $42.0 萬 | 0.1% | +3+0.1% | 加碼 | – |
| iShares Tr464288117 | INTL TREA BD ETF | 9,750 | $41.5 萬 | 0.1% | +9,750 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 1,409 | $39.8 萬 | 0.1% | +6+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,883 | $39.3 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 2,058 | $38.2 萬 | 0.1% | −72−3.4% | 減碼 | 歷史 |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 8,415 | $37.3 萬 | 0.1% | −302−3.5% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 497 | $37.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,026 | $35.8 萬 | 0.1% | +9+0.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,086 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 6,561 | $33.1 萬 | 0.1% | −58,475−89.9% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 9,000 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 4,269 | $32.2 萬 | 0.1% | −222−4.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,427 | $30.3 萬 | 0.1% | +24+0.5% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 3,134 | $30.1 萬 | 0.1% | −67−2.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 419 | $27.9 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| NINisource Inc. | COM | 6,373 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 668 | $27.1 萬 | 0.1% | −2−0.3% | 減碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 2,935 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 7,490 | $26.0 萬 | 0.1% | +7,490 | 新進 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 4,071 | $25.6 萬 | 0.1% | −6,882−62.8% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,010 | $25.4 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 5,356 | $24.8 萬 | 0.1% | −929−14.8% | 減碼 | – |
| MELIMercadolibre Inc | COM | 103 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,656 | $23.3 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 10,736 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 383 | $23.0 萬 | 0.1% | −11−2.8% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 2,742 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 3,530 | $22.7 萬 | 0.1% | +3,530 | 新進 | – |
| WMTWalmart Inc. | Stock | 2,174 | $22.4 萬 | 0.1% | −18−0.8% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 2,795 | $22.3 萬 | 0.1% | +7+0.3% | 加碼 | – |
| MAMastercard Inc | Stock | 388 | $22.1 萬 | 0.1% | −9−2.3% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,113 | $20.9 萬 | 0.1% | +1,113 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,039 | $20.9 萬 | 0.1% | +1,039 | 新進 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 23,839 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（6 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 |
|---|---|---|---|---|---|
| iShares Tr464288158 | SHRT NAT MUN ETF | 17,496 | $186.1 萬 | 0.7% | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 30,861 | $92.7 萬 | 0.3% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,623 | $33.2 萬 | 0.1% | – |
| VVisa Inc. | Stock | 792 | $28.1 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,125 | $20.9 萬 | 0.1% | 歷史 |
| UNMUnum Group | Stock | 2,500 | $20.2 萬 | 0.1% | 歷史 |