Dominguez Wealth Management Solutions, Inc.
- SEC CIK
- 0001881335
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 61
- 較 2025 年第 1 季 0
- 總值
- $1.44 億
- 較 2025 年第 1 季 +$759.3 萬 (+5.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 50,450 | $2,212 萬 | 15.3% | +2,781+5.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 73,168 | $1,501 萬 | 10.4% | −150.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 316,518 | $1,389 萬 | 9.6% | +5,459+1.8% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 136,046 | $1,370 萬 | 9.5% | +3,984+3.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 135,833 | $989.1 萬 | 6.9% | +7,866+6.1% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 223,475 | $716.9 萬 | 5.0% | +13,228+6.3% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 33,316 | $373.1 萬 | 2.6% | +2,363+7.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 24,025 | $367.0 萬 | 2.5% | +183+0.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,393 | $324.9 萬 | 2.3% | −217−1.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 64,272 | $316.6 萬 | 2.2% | +1,035+1.6% | 加碼 | – |
| EMREmerson Electric Co | Stock | 22,556 | $300.7 萬 | 2.1% | +84+0.4% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 24,878 | $262.4 萬 | 1.8% | −296−1.2% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 17,333 | $223.5 萬 | 1.6% | −165−0.9% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 15,524 | $215.3 萬 | 1.5% | +933+6.4% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 40,208 | $194.0 萬 | 1.3% | +2,756+7.4% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 4,105 | $190.1 萬 | 1.3% | +29+0.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 63,771 | $184.6 萬 | 1.3% | −575−0.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,507 | $178.2 萬 | 1.2% | −576−2.5% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,114 | $177.4 萬 | 1.2% | +319+2.0% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 12,746 | $169.6 萬 | 1.2% | +1,004+8.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 10,102 | $159.6 萬 | 1.1% | +695+7.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072810 | FOCUSED DYNAMIC | 13,392 | $146.3 萬 | 1.0% | −78−0.6% | 減碼 | – |
| TGTTarget Corp | Stock | 13,967 | $137.8 萬 | 1.0% | −345−2.4% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 13,709 | $126.1 萬 | 0.9% | −89−0.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,827 | $112.9 萬 | 0.8% | −50−2.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,253 | $112.1 萬 | 0.8% | +194+9.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,040 | $103.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 21,949 | $101.6 萬 | 0.7% | +496+2.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,400 | $97.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,569 | $94.2 萬 | 0.7% | +13+0.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,884 | $84.3 萬 | 0.6% | −34−1.2% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,455 | $82.3 萬 | 0.6% | +15+0.2% | 加碼 | – |
| DDominion Energy, Inc | Stock | 14,039 | $79.3 萬 | 0.6% | +157+1.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,503 | $73.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 6,971 | $68.2 萬 | 0.5% | +75+1.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,155 | $68.1 萬 | 0.5% | +11+0.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 7,992 | $65.9 萬 | 0.5% | −76−0.9% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,909 | $63.8 萬 | 0.4% | +425+17.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,080 | $63.8 萬 | 0.4% | +185+0.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,081 | $61.4 萬 | 0.4% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 14,030 | $60.7 萬 | 0.4% | +136+1.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,540 | $60.4 萬 | 0.4% | −145−1.7% | 減碼 | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 8,318 | $58.0 萬 | 0.4% | +11+0.1% | 加碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 6,086 | $54.9 萬 | 0.4% | +10+0.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 7,620 | $54.5 萬 | 0.4% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,854 | $53.0 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 7,648 | $51.6 萬 | 0.4% | +27+0.4% | 加碼 | – |
| NEENextera Energy Inc | Stock | 6,706 | $46.6 萬 | 0.3% | −474−6.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 822 | $46.2 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,028 | $39.5 萬 | 0.3% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 3,351 | $36.1 萬 | 0.3% | −200−5.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,019 | $35.6 萬 | 0.2% | +505+33.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,181 | $34.8 萬 | 0.2% | +5+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,126 | $34.2 萬 | 0.2% | −300−21.0% | 減碼 | – |
| BACBank of America Corp | Stock | 6,335 | $30.0 萬 | 0.2% | +100+1.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 5,892 | $29.6 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 2,833 | $29.4 萬 | 0.2% | +10.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,406 | $28.8 萬 | 0.2% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 4,150 | $24.3 萬 | 0.2% | +18+0.4% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,351 | $22.5 萬 | 0.2% | +13+0.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 674 | $21.4 萬 | 0.1% | +674 | 新進 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。