Amplius Wealth Advisors, LLC
- SEC CIK
- 0001900584
- 最新申報
- 2026/7/17
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/10 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 183
- 較 2024 年第 4 季 +6
- 總值
- $9.62 億
- 較 2024 年第 4 季 −$1,376 萬 (−1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287572 | GLOBAL 100 ETF | 1,154,012 | $1.11 億 | 11.6% | +110,599+10.6% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 1,883,958 | $7,174 萬 | 7.5% | +156,167+9.0% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 1,512,538 | $5,023 萬 | 5.2% | +161,292+11.9% | 加碼 | – |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 901,527 | $5,015 萬 | 5.2% | +97,981+12.2% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 616,916 | $3,535 萬 | 3.7% | +56,650+10.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 328,504 | $3,435 萬 | 3.6% | +45,567+16.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 70,518 | $3,307 萬 | 3.4% | +1,751+2.5% | 加碼 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 641,389 | $3,242 萬 | 3.4% | −47,725−6.9% | 減碼 | – |
| Hartford FDS Exchange Traded41653L404 | SCHRDRS TAX BD | 1,686,359 | $3,233 萬 | 3.4% | −88,814−5.0% | 減碼 | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 623,732 | $3,159 萬 | 3.3% | +623,732 | 新進 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 992,058 | $2,946 萬 | 3.1% | −155,220−13.5% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 94,418 | $2,557 萬 | 2.7% | +863+0.9% | 加碼 | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 930,282 | $2,469 萬 | 2.6% | +261,111+39.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 384,391 | $2,313 萬 | 2.4% | +108,450+39.3% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 271,502 | $2,168 萬 | 2.3% | +14,373+5.6% | 加碼 | – |
| CBChubb Ltd | Stock | 66,060 | $1,995 萬 | 2.1% | +391+0.6% | 加碼 | 歷史 |
| iShares Tr46438G612 | LARG CAP JUN ETF | 722,975 | $1,865 萬 | 1.9% | −208,292−22.4% | 減碼 | – |
| BXBlackstone Inc. | COM | 127,472 | $1,782 萬 | 1.9% | −430−0.3% | 減碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 511,802 | $1,656 萬 | 1.7% | +11,920+2.4% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 119,264 | $1,516 萬 | 1.6% | −563−0.5% | 減碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 132,995 | $1,483 萬 | 1.5% | +14,655+12.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 59,388 | $1,319 萬 | 1.4% | −375−0.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 259,968 | $1,300 萬 | 1.4% | +259,968 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 29,983 | $1,259 萬 | 1.3% | +76+0.3% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 121,351 | $1,120 萬 | 1.2% | +1,307+1.1% | 加碼 | – |
| Calamos ETF Tr12811T605 | S P 500 STRUCTUR | 406,400 | $1,093 萬 | 1.1% | −43,561−9.7% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 70,437 | $819.8 萬 | 0.9% | −369−0.5% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 61,198 | $746.7 萬 | 0.8% | +1,113+1.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 41,942 | $726.6 萬 | 0.8% | +215+0.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 125,388 | $661.1 萬 | 0.7% | +21,738+21.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,250 | $629.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 135,758 | $599.5 萬 | 0.6% | +135,758 | 新進 | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 185,664 | $583.2 萬 | 0.6% | −656,938−78.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,536 | $534.2 萬 | 0.6% | −168−0.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,992 | $469.1 萬 | 0.5% | −67−0.5% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 78,940 | $465.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 58,966 | $451.5 萬 | 0.5% | −21,189−26.4% | 減碼 | – |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 88,729 | $439.0 萬 | 0.5% | −952,448−91.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 11,364 | $426.6 萬 | 0.4% | −598−5.0% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $399.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 96,164 | $354.8 萬 | 0.4% | −1,971−2.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 32,717 | $325.0 萬 | 0.3% | +40.0% | 加碼 | – |
| AMGAffiliated Managers Group, Inc. | Stock | 17,195 | $288.9 萬 | 0.3% | −40.0% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 40,521 | $282.9 萬 | 0.3% | −1,670−4.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,138 | $273.2 萬 | 0.3% | −160−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,051 | $267.3 萬 | 0.3% | +425+3.1% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 8,880 | $264.3 萬 | 0.3% | +474+5.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,998 | $259.3 萬 | 0.3% | −290−3.1% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 40,491 | $236.3 萬 | 0.2% | +3,986+10.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 13,563 | $234.3 萬 | 0.2% | +1,345+11.0% | 加碼 | – |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 105,210 | $223.4 萬 | 0.2% | −2,777−2.6% | 減碼 | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 60,236 | $222.8 萬 | 0.2% | +1,264+2.1% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 26,075 | $207.0 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 18,079 | $195.9 萬 | 0.2% | +494+2.8% | 加碼 | 歷史 |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 96,865 | $195.0 萬 | 0.2% | −542,583−84.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,656 | $194.7 萬 | 0.2% | +54+1.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,774 | $180.4 萬 | 0.2% | −336−3.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 22,671 | $169.4 萬 | 0.2% | +80+0.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 10,745 | $166.2 萬 | 0.2% | +163+1.5% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,667 | $165.2 萬 | 0.2% | −49−0.5% | 減碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 22,022 | $148.5 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 2,489 | $143.5 萬 | 0.1% | −230−8.5% | 減碼 | 歷史 |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 35,426 | $136.2 萬 | 0.1% | −880−2.4% | 減碼 | – |
| iShares U S ETF Tr46431W564 | COMMODITY CURVE | 65,511 | $133.8 萬 | 0.1% | +1,301+2.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 8,433 | $131.7 萬 | 0.1% | +236+2.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,546 | $127.7 萬 | 0.1% | +20+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,548 | $125.0 萬 | 0.1% | +4+0.1% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 9,677 | $120.5 萬 | 0.1% | +2,699+38.7% | 加碼 | – |
| PFEPfizer Inc | Stock | 46,542 | $117.9 萬 | 0.1% | −281−0.6% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,222 | $117.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,124 | $109.1 萬 | 0.1% | +18+0.9% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,147 | $104.8 萬 | 0.1% | +69+1.1% | 加碼 | 歷史 |
| RBB FD Inc74933W478 | US TREASRY 12 MT | 20,831 | $104.6 萬 | 0.1% | −3,583−14.7% | 減碼 | – |
| HUBBHubbell Inc | COM | 3,037 | $100.5 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,163 | $99.6 萬 | 0.1% | +4,033+44.2% | 加碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 27,586 | $98.3 萬 | 0.1% | +192+0.7% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 8,329 | $91.6 萬 | 0.1% | +513+6.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,630 | $90.7 萬 | 0.1% | −251−3.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,211 | $86.4 萬 | 0.1% | −23−0.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,048 | $83.6 萬 | 0.1% | −175−4.1% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 6,765 | $81.9 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 866 | $81.9 萬 | 0.1% | +11+1.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,307 | $80.9 萬 | 0.1% | +98+4.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 8,665 | $80.4 萬 | 0.1% | +8+0.1% | 加碼 | – |
| MAMastercard Inc | Stock | 1,459 | $80.0 萬 | 0.1% | +51+3.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,418 | $79.7 萬 | 0.1% | +5+0.4% | 加碼 | – |
| GBDCGolub Capital BDC, Inc. | COM | 51,157 | $77.5 萬 | 0.1% | +926+1.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,952 | $74.3 萬 | 0.1% | +1,175+66.1% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 8,675 | $72.2 萬 | 0.1% | +1,336+18.2% | 加碼 | – |
| Calamos ETF Tr12811T837 | RUSSELL 2000 STR | 28,500 | $70.7 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,910 | $70.0 萬 | 0.1% | −564−22.8% | 減碼 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 21,960 | $69.1 萬 | 0.1% | +21,960 | 新進 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 23,190 | $68.5 萬 | 0.1% | +5,425+30.5% | 加碼 | – |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 27,685 | $66.4 萬 | 0.1% | −11,190−28.8% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,079 | $66.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,951 | $65.4 萬 | 0.1% | +1,609+119.9% | 加碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,645 | $64.5 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,595 | $64.5 萬 | 0.1% | −163−5.9% | 減碼 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 43,949 | $64.4 萬 | 0.1% | +3,262+8.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,639 | $61.9 萬 | 0.1% | −196−2.2% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（7 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 36,562 | $161.0 萬 | 0.2% | – |
| iShares Tr46435G326 | CORE MSCI INTL | 5,275 | $34.0 萬 | <0.1% | – |
| DELLDell Technologies Inc. | Stock | 2,214 | $25.5 萬 | <0.1% | 歷史 |
| APPAppLovin Corp | COM CL A | 736 | $23.8 萬 | <0.1% | 歷史 |
| AMPAmeriprise Financial Inc | COM | 406 | $21.6 萬 | <0.1% | 歷史 |
| MARMarriott International Inc | Stock | 738 | $20.6 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,273 | $20.1 萬 | <0.1% | – |