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Livermore
Livermore
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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
最新申報
2026/7/17

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/9 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
177
較 2021 年第 4 季 −846
總值
$6.50 億
較 2021 年第 4 季 −$7,467 萬 (−10.3%)
申報日
2022/5/9
SEC
Amplius Wealth Advisors, LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr464287572GLOBAL 100 ETF1,021,764$7,771 萬12.0%−24,440−2.3%減碼–
BCATBlackRock Capital Allocation Term TrustCOM2,478,092$4,104 萬6.3%+680,661+37.9%加碼歷史
iShares Tr464288257MSCI ACWI ETF388,471$3,876 萬6.0%−125,362−24.4%減碼–
IAUiShares Gold TrustETF908,514$3,346 萬5.1%−60,649−6.3%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT174,561$2,753 萬4.2%−33,898−16.3%減碼–
iShares Tr46429B7470-5 YR TIPS ETF233,366$2,449 萬3.8%−71,519−23.5%減碼–
iShares Core S&P U.S. Growth ETF464287671ETF227,325$2,402 萬3.7%−12,314−5.1%減碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 169,055$2,395 萬3.7%+44,729+183.9%加碼歷史
WisdomTree Tr97717Y683ENHNCD CMMDTY ST864,182$2,183 萬3.4%−22,289−2.5%減碼–
iShares S&P 100 ETF464287101ETF101,336$2,113 萬3.2%−7,381−6.8%減碼–
iShares Core S&P US Value ETF464287663ETF227,517$1,726 萬2.7%−19,516−7.9%減碼–
Invesco QQQ Trust Series I46090E103ETF47,027$1,705 萬2.6%+95+0.2%加碼–
BXBlackstone Inc.COM124,258$1,577 萬2.4%00.0%不變歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF302,246$1,519 萬2.3%−349,439−53.6%減碼–
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT1,290,699$1,470 萬2.3%+497,614+62.7%加碼歷史
BSTZBlackRock Science & Technology Term TrustSHS BEN INT452,015$1,328 萬2.0%+211,194+87.7%加碼歷史
CBChubb LtdStock52,942$1,132 萬1.7%−1,973−3.6%減碼歷史
Goldman Sachs ETF Tr381430107ACTIVEBETA INT344,150$1,126 萬1.7%+42,723+14.2%加碼–
AAPLApple Inc.Stock53,616$936.1 萬1.4%−2,755−4.9%減碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF136,451$908.4 萬1.4%−22,796−14.3%減碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL130,094$872.8 萬1.3%+3,748+3.0%加碼–
Vanguard Dividend Appreciation ETF921908844ETF53,796$872.3 萬1.3%−1,092−2.0%減碼–
MSFTMicrosoft CorpStock27,597$850.8 萬1.3%−47−0.2%減碼歷史
WisdomTree Tr97717X578EM EX ST-OWNED208,171$679.8 萬1.0%+2,917+1.4%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF47,060$633.5 萬1.0%+11,512+32.4%加碼–
GLDSPDR Gold TrustETF33,020$596.5 萬0.9%−1,623−4.7%減碼歷史
CMCSAComcast CorpStock108,955$510.1 萬0.8%+3,930+3.7%加碼歷史
iShares Tr464287150CORE S&P TTL STK50,135$506.0 萬0.8%−4,691−8.6%減碼–
iShares Russell 1000 Growth ETF464287614ETF17,691$491.1 萬0.8%−108−0.6%減碼–
WisdomTree Tr97717Y527FLOATNG RAT TREA96,256$483.9 萬0.7%+96,256新進–
SPYSPDR S&P 500 ETF TrustETF10,563$477.1 萬0.7%+10.0%加碼歷史
Vanguard Morningstar Value ETF922908744ETF31,826$470.3 萬0.7%+5,064+18.9%加碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD91,379$449.6 萬0.7%−29,379−24.3%減碼–
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN179,347$423.7 萬0.7%+1,379+0.8%加碼歷史
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE51,496$415.4 萬0.6%+10.0%加碼–
iShares Core Dividend Growth ETF46434V621ETF58,953$314.8 萬0.5%+9,787+19.9%加碼–
iShares Core S&P Small Cap ETF464287804ETF24,467$263.9 萬0.4%+1,924+8.5%加碼–
WisdomTree Tr97717X594ITL HDG QTLY DIV50,740$217.8 萬0.3%−975−1.9%減碼–
iShares Tips Bond ETF464287176ETF17,476$217.7 萬0.3%−5,772−24.8%減碼–
JNJJohnson & JohnsonStock11,290$200.0 萬0.3%+706+6.7%加碼歷史
John Hancock Exchange Traded47804J107MLTFCTR LRG CAP33,789$191.6 萬0.3%00.0%不變–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF12,784$191.3 萬0.3%−543−4.1%減碼–
VOYAVoya Financial, Inc.COM1,887,565$188.8 萬0.3%+1,887,545+9,437,725.0%加碼歷史
GOOGAlphabet Inc.Stock664$185.7 萬0.3%−31−4.5%減碼歷史
AMZNAmazon Com IncStock535$174.5 萬0.3%+55+11.5%加碼歷史
UPSUnited Parcel Service IncStock7,966$170.8 萬0.3%−13−0.2%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF30,424$169.0 萬0.3%−4,982−14.1%減碼–
PFEPfizer IncStock32,016$165.7 萬0.3%−773−2.4%減碼歷史
WisdomTree Tr97717W562US SMALLCAP FUND33,668$161.4 萬0.2%+24,149+253.7%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF6,234$154.6 萬0.2%+4,766+324.7%加碼–
WisdomTree Tr97717W307US LARGECAP DIVD20,973$137.8 萬0.2%+109+0.5%加碼–
DISWalt Disney CoStock9,996$137.1 萬0.2%+132+1.3%加碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK48,910$136.3 萬0.2%+33,910+226.1%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF19,585$136.1 萬0.2%−4,687−19.3%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF35,132$134.6 萬0.2%−2,867−7.5%減碼–
Lattice Strategies Tr518416102HARTFORD MLT ETF45,670$132.9 萬0.2%−1,412−3.0%減碼–
GOOGLAlphabet Inc.Stock473$131.5 萬0.2%−18−3.7%減碼歷史
iShares Russell 1000 Value ETF464287598ETF7,618$126.4 萬0.2%−415−5.2%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF4,446$119.3 萬0.2%00.0%不變–
iShares MSCI Eafe ETF464287465ETF15,145$111.4 萬0.2%00.0%不變–
iShares Tr464287622RUS 1000 ETF4,264$106.6 萬0.2%−180−4.1%減碼–
iShares Core High Dividend ETF46429B663ETF9,823$104.9 萬0.2%−274−2.7%減碼–
UNHUnitedHealth Group IncStock1,924$98.1 萬0.2%−357−15.7%減碼歷史
BNY Mellon ETF Trust09661T701SHRT20,189$98.0 萬0.2%−1,561−7.2%減碼–
ABBVAbbVie Inc.Stock6,002$97.2 萬0.1%−2,345−28.1%減碼歷史
ESEversource EnergyStock11,010$97.0 萬0.1%−22−0.2%減碼歷史
BRK.BBerkshire Hathaway IncStock2,708$95.5 萬0.1%+392+16.9%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF4,151$94.5 萬0.1%−36−0.9%減碼–
JPMJPMorgan Chase & CoStock6,219$84.7 萬0.1%−550−8.1%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock4,662$79.4 萬0.1%00.0%不變歷史
Goldman Sachs ETF Tr381430529ACCES TREASURY7,859$78.5 萬0.1%−20,086−71.9%減碼–
XOMExxonMobil Holdings CorpCOM9,408$77.7 萬0.1%−654−6.5%減碼歷史
MDTMedtronic plcStock6,956$77.1 萬0.1%+3,316+91.1%加碼歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL14,682$74.3 萬0.1%−24,770−62.8%減碼–
VVisa Inc.Stock3,348$74.2 萬0.1%+67+2.0%加碼歷史
NVONovo Nordisk A SADR6,671$74.0 萬0.1%+250+3.9%加碼歷史
SNYSanofiSPONSORED ADR14,309$73.4 萬0.1%+462+3.3%加碼歷史
HDHome Depot, Inc.Stock2,423$72.5 萬0.1%+204+9.2%加碼歷史
WisdomTree Tr97717W109US TOTAL DIVIDND11,092$71.6 萬0.1%00.0%不變–
NVDANVIDIA CorpStock2,580$70.3 萬0.1%+61+2.4%加碼歷史
ICEIntercontinental Exchange, Inc.Stock5,305$70.0 萬0.1%−110−2.0%減碼歷史
TSLATesla, Inc.Stock646$69.6 萬0.1%+30+4.9%加碼歷史
RELXRELX PLCSPONSORED ADR22,133$68.8 萬0.1%−375−1.7%減碼歷史
METAMeta Platforms, Inc.Stock3,058$67.9 萬0.1%−92−2.9%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR9,791$64.9 萬0.1%−304−3.0%減碼歷史
TUTelus CorpCOM24,557$64.1 萬0.1%−651−2.6%減碼歷史
CVXChevron CorpStock3,848$62.6 萬0.1%−155−3.9%減碼歷史
PIMCO ETF Tr72201R874SHTRM MUN BD ACT12,453$62.2 萬0.1%−389−3.0%減碼–
iShares MSCI USA Momentum Factor ETF46432F396ETF3,690$62.0 萬0.1%00.0%不變–
BLKBlackRock, Inc.COM776$59.2 萬0.1%+5+0.6%加碼歷史
GBDCGolub Capital BDC, Inc.COM38,254$58.1 萬0.1%00.0%不變歷史
TXNTexas Instruments IncStock3,124$57.3 萬0.1%−1,089−25.8%減碼歷史
DEODiageo PLCSPON ADR NEW2,816$57.2 萬0.1%−181−6.0%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,262$54.8 萬0.1%−1,223−18.9%減碼歷史
CFGCitizens Financial Group IncCOM12,063$54.6 萬0.1%−145−1.2%減碼歷史
ELEstee Lauder Companies IncCL A1,956$53.2 萬0.1%+792+68.0%加碼歷史
BRK.ABerkshire Hathaway IncCL A1$52.8 萬0.1%00.0%不變歷史
FISFidelity National Information Services, Inc.Stock5,143$51.6 萬0.1%+4,997+3,422.6%加碼歷史
INTUIntuit Inc.Stock1,067$51.3 萬0.1%−37−3.4%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF11,041$50.9 萬0.1%00.0%不變–

2021 年第 4 季之後清倉（849 檔）

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 849 檔。

Amplius Wealth Advisors, LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
WisdomTree Tr97717X628FLOATNG RAT TREA367,351$921.6 萬1.3%–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD18,437$149.8 萬0.2%–
iShares Tr4642874571 3 YR TREAS BD13,440$114.9 萬0.2%–
Schwab Strategic Tr808524862SHT TM US TRES14,764$75.0 萬0.1%–
iShares Russell Midcap ETF464287499ETF8,749$72.6 萬0.1%–
ULUnilever PLCSPON ADR NEW9,217$49.5 萬0.1%歷史
Vanguard Star FDS921909768VG TL INTL STK F7,655$48.6 萬0.1%–
iShares Core S&P 500 ETF464287200ETF995$47.4 萬0.1%–
PGRProgressive CorpStock4,546$46.6 萬0.1%歷史
AIOVirtus Artificial Intelligence & Technology Opportunities FundCOM17,869$44.2 萬0.1%歷史
RTXRTX CorpStock3,959$34.0 萬<0.1%歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF3,219$32.6 萬<0.1%–
MRNAModerna, Inc.Stock1,167$29.6 萬<0.1%歷史
NFLXNetflix IncStock472$28.4 萬<0.1%歷史
iShares S&P 500 Value ETF464287408ETF1,744$27.3 萬<0.1%–
MCDMcDonalds CorpStock965$25.8 萬<0.1%歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF2,063$23.5 萬<0.1%–
TROXTronox Holdings plcSHS9,336$22.4 萬<0.1%歷史
CRMSalesforce, Inc.Stock870$22.1 萬<0.1%歷史
ASMLASML Holding NVADR275$21.8 萬<0.1%歷史
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM13,471$20.4 萬<0.1%歷史
Vanguard Intermediate-Term Bond ETF921937819ETF2,250$19.7 萬<0.1%–
State Street SPDR S&P Bank ETF78464A797ETF3,610$19.6 萬<0.1%–
BABoeing CoStock936$18.8 萬<0.1%歷史
STZConstellation Brands, Inc.Stock745$18.6 萬<0.1%歷史
MRKMerck & Co., Inc.Stock2,384$18.2 萬<0.1%歷史
LOWLowes Companies IncStock703$18.1 萬<0.1%歷史
iShares U.S. Regional Banks ETF464288778ETF2,916$18.0 萬<0.1%–
LLYEli Lilly & CoStock654$18.0 萬<0.1%歷史
CCitigroup IncStock2,989$18.0 萬<0.1%歷史
PJTPJT Partners Inc.COM CL A2,423$17.9 萬<0.1%歷史
NEENextera Energy IncStock1,875$17.5 萬<0.1%歷史
DHIHorton D R IncCOM1,614$17.5 萬<0.1%歷史
SLFSun Life Financial IncCOM3,149$17.5 萬<0.1%歷史
iShares Tr4642874407-10 YR TRSY BD1,495$17.1 萬<0.1%–
ProShares Tr74347B383ULTRASHRT S&P50024,000$16.9 萬<0.1%–
UGIUgi CorpStock3,647$16.7 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock864$16.2 萬<0.1%歷史
MMM3M CoStock909$16.1 萬<0.1%歷史
SBUXStarbucks CorpStock1,376$16.0 萬<0.1%歷史
WYWeyerhaeuser CoCOM NEW3,685$15.1 萬<0.1%歷史
CATCaterpillar IncStock727$15.0 萬<0.1%歷史
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR3,000$15.0 萬<0.1%–
WTRGEssential Utilities, Inc.COM2,779$14.9 萬<0.1%歷史
VXXBarclays Bank PLCETF8,050$14.9 萬<0.1%歷史
Vanguard Morningstar Small-Cap ETF922908751ETF654$14.7 萬<0.1%–
TJXTJX Companies IncStock1,927$14.6 萬<0.1%歷史
WFCWells Fargo & CompanyStock2,978$14.2 萬<0.1%歷史
WisdomTree Tr97717X651US S CAP QTY DIV3,000$14.2 萬<0.1%–
CINFCincinnati Financial CorpCOM1,244$14.1 萬<0.1%歷史
GDVGabelli Dividend & Income TrustCOM5,195$14.0 萬<0.1%歷史
PEPPepsiCo IncStock796$13.8 萬<0.1%歷史
State Street SPDR NYSE Technology ETF78464A102ETF800$13.2 萬<0.1%–
LINLinde PLCSHS378$13.0 萬<0.1%歷史
DELLDell Technologies Inc.Stock2,302$12.9 萬<0.1%歷史
KMXCarMax IncCOM991$12.9 萬<0.1%歷史
GSGoldman Sachs Group IncStock337$12.8 萬<0.1%歷史
iShares Tr464288273EAFE SML CP ETF1,760$12.8 萬<0.1%–
THQabrdn Healthcare Opportunities FundSHS5,000$12.8 萬<0.1%歷史
iShares Tr46435G425ESG AWR MSCI USA1,170$12.6 萬<0.1%–
iShares Tr464287234MSCI EMG MKT ETF2,546$12.4 萬<0.1%–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF2,014$12.3 萬<0.1%–
CMECME Group Inc.COM536$12.2 萬<0.1%歷史
ProShares Tr74348A467S&P 500 DV ARIST1,250$12.2 萬<0.1%–
LRCXLam Research CorpCOM168$12.0 萬<0.1%歷史
QCOMQualcomm IncStock653$11.9 萬<0.1%歷史
Vanguard S&P 500 ETF922908363ETF270$11.7 萬<0.1%–
MOAltria Group, Inc.Stock2,400$11.3 萬<0.1%歷史
MAMastercard IncStock314$11.2 萬<0.1%歷史
MSCIMSCI Inc.Stock184$11.2 萬<0.1%歷史
CHTRCharter Communications, Inc.CL A173$11.2 萬<0.1%歷史
WOLFWolfspeed, Inc.Stock1,000$11.1 萬<0.1%歷史
UNPUnion Pacific CorpStock433$10.9 萬<0.1%歷史
KHCKraft Heinz CoStock3,052$10.9 萬<0.1%歷史
SPDR Series Trust78468R747ST STR MSCI GEN1,069$10.9 萬<0.1%–
TMOThermo Fisher Scientific Inc.Stock162$10.8 萬<0.1%歷史
ADBEAdobe Inc.Stock186$10.5 萬<0.1%歷史
AMEAmetek IncCOM707$10.3 萬<0.1%歷史
AVGOBroadcom Inc.Stock152$10.1 萬<0.1%歷史
iShares Global Clean Energy ETF464288224ETF4,790$10.1 萬<0.1%–
LENLennar CorpCL A873$10.1 萬<0.1%歷史
WisdomTree Tr97717W315EMER MKT HIGH FD2,335$10.1 萬<0.1%–
MARMarriott International IncStock601$9.90 萬<0.1%歷史
BDXBecton Dickinson & CoStock388$9.70 萬<0.1%歷史
AMPAmeriprise Financial IncCOM323$9.70 萬<0.1%歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH1,610$9.70 萬<0.1%歷史
GILDGilead Sciences, Inc.Stock1,333$9.60 萬<0.1%歷史
Nushares ETF Tr67092P862ESG LARGE CAP2,317$9.50 萬<0.1%–
WECWec Energy Group, Inc.Stock978$9.40 萬<0.1%歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF708$9.40 萬<0.1%–
HONHoneywell International IncCOM455$9.40 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock486$9.10 萬<0.1%歷史
iShares Tr464288885EAFE GRWTH ETF817$9.00 萬<0.1%–
PLDPrologis, Inc.REIT529$8.90 萬<0.1%歷史
CSXCSX CorpStock2,384$8.90 萬<0.1%歷史
PHParker-Hannifin CorpStock276$8.70 萬<0.1%歷史
UBERUber Technologies, IncStock2,071$8.60 萬<0.1%歷史
CICigna GroupStock366$8.40 萬<0.1%歷史
Alps ETF Tr00162Q452ALERIAN MLP2,564$8.30 萬<0.1%–
iShares Tr464287556ISHARES BIOTECH542$8.20 萬<0.1%–