Amplius Wealth Advisors, LLC
- SEC CIK
- 0001900584
- 最新申報
- 2026/7/17
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/28 申報。只含多頭部位。
- 持股檔數
- 1,023
- 2021 年第 3 季沒有申報
- 總值
- $7.25 億
- 2021 年第 3 季沒有申報
Amplius Wealth Advisors, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287572 | GLOBAL 100 ETF | 1,046,204 | $8,161 萬 | 11.3% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 513,833 | $5,435 萬 | 7.5% | – | – | – |
| BCATBlackRock Capital Allocation Term Trust | COM | 1,797,431 | $3,496 萬 | 4.8% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 208,459 | $3,393 萬 | 4.7% | – | – | – |
| IAUiShares Gold Trust | ETF | 969,163 | $3,374 萬 | 4.7% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 651,685 | $3,290 萬 | 4.5% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 304,885 | $3,228 萬 | 4.5% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 239,639 | $2,771 萬 | 3.8% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 108,717 | $2,382 萬 | 3.3% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 247,033 | $1,886 萬 | 2.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 46,932 | $1,867 萬 | 2.6% | – | – | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 886,471 | $1,846 萬 | 2.5% | – | – | – |
| BXBlackstone Inc. | COM | 124,258 | $1,608 萬 | 2.2% | – | – | 歷史 |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 793,085 | $1,153 萬 | 1.6% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 159,247 | $1,130 萬 | 1.6% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 301,427 | $1,063 萬 | 1.5% | – | – | – |
| CBChubb Ltd | Stock | 54,915 | $1,062 萬 | 1.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 56,371 | $1,001 萬 | 1.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 54,888 | $942.7 萬 | 1.3% | – | – | – |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 240,821 | $937.7 萬 | 1.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,644 | $929.7 萬 | 1.3% | – | – | 歷史 |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 367,351 | $921.6 萬 | 1.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 24,326 | $883.8 萬 | 1.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 126,346 | $867.1 萬 | 1.2% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 205,254 | $756.3 萬 | 1.0% | – | – | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 120,758 | $597.6 萬 | 0.8% | – | – | – |
| GLDSPDR Gold Trust | ETF | 34,643 | $592.2 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 54,826 | $586.5 萬 | 0.8% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,799 | $543.9 萬 | 0.8% | – | – | – |
| CMCSAComcast Corp | Stock | 105,025 | $528.5 萬 | 0.7% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 35,548 | $517.4 萬 | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,562 | $501.6 萬 | 0.7% | – | – | 歷史 |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 177,968 | $461.4 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 51,495 | $411.7 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 26,762 | $393.6 萬 | 0.5% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 23,248 | $300.3 萬 | 0.4% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 27,945 | $279.5 萬 | 0.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 49,166 | $273.2 萬 | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,543 | $258.1 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 51,715 | $236.5 萬 | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 35,406 | $211.9 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 39,452 | $201.4 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 695 | $201.3 萬 | 0.3% | – | – | 歷史 |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 33,789 | $200.8 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,327 | $200.3 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 32,789 | $193.6 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 24,272 | $181.1 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 10,584 | $181.0 萬 | 0.2% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,979 | $171.0 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 480 | $160.0 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 9,864 | $152.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 18,437 | $149.8 萬 | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 37,999 | $148.3 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 491 | $142.2 萬 | 0.2% | – | – | 歷史 |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 47,082 | $141.7 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 20,864 | $137.7 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,033 | $134.8 萬 | 0.2% | – | – | – |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 32,246 | $130.0 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,446 | $125.8 萬 | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,145 | $119.1 萬 | 0.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,444 | $117.5 萬 | 0.2% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 13,440 | $114.9 萬 | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,281 | $114.5 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,347 | $113.0 萬 | 0.2% | – | – | 歷史 |
| BNY Mellon ETF Trust09661T701 | SHRT | 21,750 | $109.9 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 6,769 | $107.1 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,150 | $105.9 萬 | 0.1% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 10,097 | $101.9 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,187 | $101.0 萬 | 0.1% | – | – | – |
| ESEversource Energy | Stock | 11,032 | $100.3 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,219 | $92.0 萬 | 0.1% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,662 | $81.0 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,213 | $79.4 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,485 | $78.0 萬 | 0.1% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 14,764 | $75.0 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,519 | $74.0 萬 | 0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,415 | $74.0 萬 | 0.1% | – | – | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 22,508 | $73.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 8,749 | $72.6 萬 | 0.1% | – | – | – |
| NVONovo Nordisk A S | ADR | 6,421 | $71.9 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 11,092 | $71.8 萬 | 0.1% | – | – | – |
| VVisa Inc. | Stock | 3,281 | $71.1 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 1,104 | $71.0 萬 | 0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 771 | $70.5 萬 | 0.1% | – | – | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 3,908 | $70.1 萬 | 0.1% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 13,847 | $69.3 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,316 | $69.2 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 3,690 | $67.0 萬 | 0.1% | – | – | – |
| DEODiageo PLC | SPON ADR NEW | 2,997 | $65.9 萬 | 0.1% | – | – | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 12,842 | $65.7 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 616 | $65.0 萬 | 0.1% | – | – | 歷史 |
| FIRYFiry Inc. | COM | 83,231 | $61.9 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,062 | $61.5 萬 | 0.1% | – | – | 歷史 |
| TUTelus Corp | COM | 25,208 | $59.4 萬 | 0.1% | – | – | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 38,254 | $59.0 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,655 | $58.8 萬 | 0.1% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 10,095 | $58.8 萬 | 0.1% | – | – | 歷史 |
| Victory Portfolios II92647N766 | VCSHS US 500 VOL | 7,450 | $57.8 萬 | 0.1% | – | – | – |
| CFGCitizens Financial Group Inc | COM | 12,208 | $57.6 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,737 | $55.3 萬 | 0.1% | – | – | 歷史 |