Skyline Advisors, Inc.
- SEC CIK
- 0001843832
- 最新申報
- 2026/7/20
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 104
- 較 2025 年第 3 季 +8
- 總值
- $3.00 億
- 較 2025 年第 3 季 +$929.8 萬 (+3.2%)
| 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 | 103,813 | $3,481 萬 | 11.6% | +1,206+1.2% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 368,545 | $3,119 萬 | 10.4% | +5,903+1.6% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 499,698 | $2,326 萬 | 7.8% | +25,146+5.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 45,900 | $2,220 萬 | 7.4% | −937−2.0% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 109,374 | $2,172 萬 | 7.3% | +1,529+1.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 573,059 | $1,869 萬 | 6.2% | −6,742−1.2% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 655,927 | $1,799 萬 | 6.0% | +4,368+0.7% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 526,892 | $1,455 萬 | 4.9% | +26,992+5.4% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 183,403 | $1,218 萬 | 4.1% | −4,927−2.6% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,348 | $1,203 萬 | 4.0% | +3,022+2.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 140,862 | $711.4 萬 | 2.4% | +8,737+6.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 110,790 | $560.5 萬 | 1.9% | +6,024+5.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,388 | $471.9 萬 | 1.6% | +26+0.3% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 171,962 | $470.8 萬 | 1.6% | +5,963+3.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 13,613 | $370.1 萬 | 1.2% | −2,233−14.1% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 128,889 | $341.4 萬 | 1.1% | +4,059+3.3% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 116,118 | $304.6 萬 | 1.0% | +580.0% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 44,369 | $247.6 萬 | 0.8% | +3,893+9.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 47,474 | $241.8 萬 | 0.8% | +568+1.2% | 加碼 | – |
| BlackRock ETF Trust II092528207 | ISHAR INTER ETF | 94,614 | $227.5 萬 | 0.8% | +94,614 | 新進 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 34,920 | $201.1 萬 | 0.7% | −834−2.3% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 16,510 | $199.7 萬 | 0.7% | −129−0.8% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,781 | $187.6 萬 | 0.6% | −295−1.5% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 36,521 | $176.5 萬 | 0.6% | +820+2.3% | 加碼 | – |
| DEDeere & Co | Stock | 3,755 | $174.8 萬 | 0.6% | −144−3.7% | 減碼 | 歷史 |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 19,487 | $164.2 萬 | 0.5% | −234−1.2% | 減碼 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 33,473 | $147.0 萬 | 0.5% | +2,181+7.0% | 加碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 35,156 | $137.2 萬 | 0.5% | −820−2.3% | 減碼 | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 22,790 | $118.1 萬 | 0.4% | +2,511+12.4% | 加碼 | – |
| BACBank of America Corp | Stock | 21,339 | $117.4 萬 | 0.4% | −233−1.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,342 | $115.7 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 22,090 | $111.4 萬 | 0.4% | −1,305−5.6% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 15,530 | $111.2 萬 | 0.4% | −1,416−8.4% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 18,243 | $110.9 萬 | 0.4% | +18,243 | 新進 | – |
| NVDANVIDIA Corp | Stock | 5,701 | $106.3 萬 | 0.4% | +1,211+27.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,495 | $102.4 萬 | 0.3% | −59−3.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,412 | $98.7 萬 | 0.3% | +40.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,064 | $91.9 萬 | 0.3% | +1,351+9.2% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,319 | $91.4 萬 | 0.3% | +4+0.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,267 | $89.1 萬 | 0.3% | +1,848+14.9% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 8,106 | $79.3 萬 | 0.3% | −431−5.0% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 13,399 | $77.9 萬 | 0.3% | +869+6.9% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 10,181 | $76.5 萬 | 0.3% | −1,081−9.6% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,687 | $75.2 萬 | 0.3% | +31+0.7% | 加碼 | 歷史 |
| Impact Shs Tr I74741A106 | AFFORDABLE HOUS | 38,826 | $67.8 萬 | 0.2% | +4,000+11.5% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 8,011 | $67.5 萬 | 0.2% | −78−1.0% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 7,507 | $65.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,094 | $65.1 萬 | 0.2% | +14+0.5% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 1,989 | $61.9 萬 | 0.2% | +666+50.3% | 加碼 | – |
| EMREmerson Electric Co | Stock | 4,560 | $60.5 萬 | 0.2% | −440−8.8% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 4,018 | $56.7 萬 | 0.2% | +18+0.4% | 加碼 | – |
| SIGISelective Insurance Group Inc | COM | 6,575 | $55.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 2,411 | $52.4 萬 | 0.2% | −200−7.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,055 | $52.2 萬 | 0.2% | −400−4.2% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,807 | $52.1 萬 | 0.2% | −4−0.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,083 | $51.3 萬 | 0.2% | +1+0.1% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 1,363 | $47.7 萬 | 0.2% | −429−23.9% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,002 | $47.0 萬 | 0.2% | −16−1.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q815 | SUST MUNI IN ETF | 8,995 | $45.3 萬 | 0.2% | +85+1.0% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 2,122 | $43.1 萬 | 0.1% | +39+1.9% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,473 | $42.1 萬 | 0.1% | +61+1.4% | 加碼 | – |
| Tidal Trust I88634W108 | DANA UNCO EQ ETF | 17,034 | $41.9 萬 | 0.1% | +17,034 | 新進 | – |
| JNJJohnson & Johnson | Stock | 1,966 | $40.7 萬 | 0.1% | −92−4.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,373 | $40.7 萬 | 0.1% | −36−2.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,911 | $40.5 萬 | 0.1% | +28+1.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,816 | $40.4 萬 | 0.1% | −84−2.9% | 減碼 | 歷史 |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 8,287 | $40.3 萬 | 0.1% | +8,287 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 1,712 | $39.5 萬 | 0.1% | −254−12.9% | 減碼 | 歷史 |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 7,531 | $38.6 萬 | 0.1% | −884−10.5% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 9,000 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,038 | $36.9 萬 | 0.1% | +12+0.6% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 484 | $36.5 萬 | 0.1% | −13−2.6% | 減碼 | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 3,739 | $35.9 萬 | 0.1% | +605+19.3% | 加碼 | – |
| NEENextera Energy Inc | Stock | 4,280 | $34.4 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,407 | $33.9 萬 | 0.1% | −20−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,029 | $33.1 萬 | 0.1% | −57−5.2% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 6,574 | $33.1 萬 | 0.1% | +13+0.2% | 加碼 | – |
| Vanguard World FD921910691 | ESG US CORP BD | 5,032 | $32.0 萬 | 0.1% | +1,502+42.5% | 加碼 | – |
| BlackRock ETF Trust09290C871 | ETF | 8,368 | $31.2 萬 | 0.1% | +8,368 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 444 | $30.3 萬 | 0.1% | +25+6.0% | 加碼 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 7,626 | $26.9 萬 | 0.1% | +136+1.8% | 加碼 | – |
| CCEPCoca-Cola Europacific Partners plc | SHS | 2,935 | $26.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NINisource Inc. | COM | 6,373 | $26.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,267 | $26.0 萬 | 0.1% | −6,303−54.5% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 2,774 | $25.9 萬 | 0.1% | +32+1.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 4,071 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 5,333 | $24.6 萬 | 0.1% | −23−0.4% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,013 | $24.4 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,174 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,656 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,243 | $23.6 萬 | 0.1% | +2,243 | 新進 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 2,821 | $23.6 萬 | 0.1% | +26+0.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 384 | $23.6 萬 | 0.1% | +1+0.3% | 加碼 | – |
| NFLXNetflix Inc | Stock | 2,452 | $23.0 萬 | 0.1% | −1,168−32.3% | 減碼依 10 比 1 拆股換算 | 歷史 |
| HDHome Depot, Inc. | Stock | 658 | $22.6 萬 | 0.1% | −10−1.5% | 減碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 10,736 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 384 | $21.9 萬 | 0.1% | −4−1.0% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,026 | $21.4 萬 | 0.1% | −13−1.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 668 | $21.0 萬 | 0.1% | +668 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,126 | $20.8 萬 | 0.1% | +13+1.2% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（1 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 |
|---|---|---|---|---|---|
| iShares Tr464288117 | INTL TREA BD ETF | 9,750 | $41.5 萬 | 0.1% | – |