Amplius Wealth Advisors, LLC
- SEC CIK
- 0001900584
- 最新申報
- 2026/7/17
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/4 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 201
- 較 2025 年第 1 季 +18
- 總值
- $10.8 億
- 較 2025 年第 1 季 +$1.14 億 (+11.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287572 | GLOBAL 100 ETF | 1,116,281 | $1.20 億 | 11.2% | −37,731−3.3% | 減碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 1,955,562 | $7,867 萬 | 7.3% | +71,604+3.8% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 1,533,039 | $5,640 萬 | 5.2% | +20,501+1.4% | 加碼 | – |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 873,033 | $5,631 萬 | 5.2% | −28,494−3.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 71,560 | $3,947 萬 | 3.7% | +1,042+1.5% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 127,352 | $3,876 萬 | 3.6% | +32,934+34.9% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 628,519 | $3,842 萬 | 3.6% | +11,603+1.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 692,859 | $3,503 萬 | 3.3% | +51,470+8.0% | 加碼 | – |
| Hartford FDS Exchange Traded41653L404 | SCHRDRS TAX BD | 1,866,883 | $3,493 萬 | 3.2% | +180,524+10.7% | 加碼 | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 672,758 | $3,419 萬 | 3.2% | +49,026+7.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 983,331 | $3,127 萬 | 2.9% | −8,727−0.9% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 282,789 | $3,090 萬 | 2.9% | −45,715−13.9% | 減碼 | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 939,516 | $2,750 萬 | 2.6% | +9,234+1.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 397,698 | $2,726 萬 | 2.5% | +13,307+3.5% | 加碼 | – |
| CBChubb Ltd | Stock | 83,240 | $2,412 萬 | 2.2% | +17,180+26.0% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 273,880 | $2,293 萬 | 2.1% | +2,378+0.9% | 加碼 | – |
| Calamos ETF Tr12811T738 | LADDERED S&P 500 | 839,093 | $2,208 萬 | 2.1% | +817,956+3,869.8% | 加碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 172,112 | $1,939 萬 | 1.8% | +39,117+29.4% | 加碼 | – |
| BXBlackstone Inc. | COM | 128,541 | $1,923 萬 | 1.8% | +1,069+0.8% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 118,677 | $1,784 萬 | 1.7% | −587−0.5% | 減碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 528,412 | $1,625 萬 | 1.5% | +16,610+3.2% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 106,425 | $1,369 萬 | 1.3% | +35,988+51.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 62,956 | $1,292 萬 | 1.2% | +3,568+6.0% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 27,815 | $1,226 萬 | 1.1% | −2,168−7.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 233,473 | $1,159 萬 | 1.1% | −26,495−10.2% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 121,265 | $1,148 萬 | 1.1% | −86−0.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 64,771 | $874.7 萬 | 0.8% | +3,573+5.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 145,347 | $744.8 萬 | 0.7% | +9,589+7.1% | 加碼 | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 144,551 | $736.6 萬 | 0.7% | +144,551 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 40,400 | $734.1 萬 | 0.7% | −1,542−3.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,490 | $709.9 萬 | 0.7% | +240+2.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 123,726 | $698.0 萬 | 0.6% | −1,662−1.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 11,683 | $581.1 萬 | 0.5% | +319+2.8% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,558 | $563.8 萬 | 0.5% | +22+0.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,202 | $560.5 萬 | 0.5% | +210+1.6% | 加碼 | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 163,302 | $555.7 萬 | 0.5% | −22,362−12.0% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 71,850 | $448.0 萬 | 0.4% | −7,090−9.0% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 56,811 | $439.1 萬 | 0.4% | +16,290+40.2% | 加碼 | – |
| Calamos ETF Tr12811T605 | S P 500 STRUCTUR | 151,785 | $422.9 萬 | 0.4% | −254,615−62.7% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 53,849 | $416.5 萬 | 0.4% | −5,117−8.7% | 減碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 13,033 | $406.0 萬 | 0.4% | +4,153+46.8% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 80,240 | $397.5 萬 | 0.4% | −8,489−9.6% | 減碼 | – |
| AMGAffiliated Managers Group, Inc. | Stock | 19,596 | $385.6 萬 | 0.4% | +2,401+14.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,028 | $373.6 萬 | 0.3% | +2,977+21.2% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $364.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 95,717 | $341.6 萬 | 0.3% | −447−0.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 32,717 | $341.2 萬 | 0.3% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 20,936 | $330.8 萬 | 0.3% | +2,857+15.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,502 | $289.5 萬 | 0.3% | −272−2.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,649 | $279.7 萬 | 0.3% | −1,489−13.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 42,919 | $266.2 萬 | 0.2% | +2,428+6.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 8,621 | $262.8 萬 | 0.2% | −377−4.2% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 29,137 | $243.2 萬 | 0.2% | +15,974+121.4% | 加碼 | – |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 104,810 | $229.4 萬 | 0.2% | −400−0.4% | 減碼 | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 58,694 | $222.9 萬 | 0.2% | −1,542−2.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 12,532 | $221.5 萬 | 0.2% | −1,031−7.6% | 減碼 | – |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 108,470 | $218.2 萬 | 0.2% | +11,605+12.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,237 | $215.7 萬 | 0.2% | +1,492+13.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 26,075 | $214.2 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 2,559 | $188.9 萬 | 0.2% | +70+2.8% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,702 | $177.4 萬 | 0.2% | +35+0.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,614 | $175.6 萬 | 0.2% | −42−1.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 22,673 | $165.1 萬 | 0.2% | +20.0% | 加碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 22,023 | $161.5 萬 | 0.2% | +10.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,712 | $154.0 萬 | 0.1% | +588+27.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 8,553 | $151.7 萬 | 0.1% | +120+1.4% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,332 | $142.4 萬 | 0.1% | +1,110+17.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,622 | $140.5 萬 | 0.1% | +74+1.6% | 加碼 | – |
| iShares Tr46438G588 | LARG CAP SEP ETF | 50,101 | $130.5 萬 | 0.1% | +50,101 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 4,104 | $128.0 萬 | 0.1% | +3,029+281.8% | 加碼 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 31,126 | $127.6 萬 | 0.1% | +9,166+41.7% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,808 | $125.6 萬 | 0.1% | +11,808 | 新進 | – |
| HUBBHubbell Inc | COM | 3,030 | $123.7 萬 | 0.1% | −7−0.2% | 減碼 | 歷史 |
| iShares Tr46438G612 | LARG CAP JUN ETF | 43,048 | $118.3 萬 | 0.1% | −679,927−94.0% | 減碼 | – |
| PFEPfizer Inc | Stock | 46,406 | $112.5 萬 | 0.1% | −136−0.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,424 | $111.0 萬 | 0.1% | −122−7.9% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 27,849 | $110.3 萬 | 0.1% | +263+1.0% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,659 | $106.0 萬 | 0.1% | +6,289+55.3% | 加碼 | – |
| VVisa Inc. | Stock | 2,923 | $103.8 萬 | 0.1% | +616+26.7% | 加碼 | 歷史 |
| RBB FD Inc74933W478 | US TREASRY 12 MT | 20,531 | $103.1 萬 | 0.1% | −300−1.4% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,048 | $102.5 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 6,385 | $101.7 萬 | 0.1% | +238+3.9% | 加碼 | 歷史 |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 25,055 | $95.9 萬 | 0.1% | −10,371−29.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 8,613 | $94.0 萬 | 0.1% | −52−0.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,944 | $93.5 萬 | 0.1% | +993+33.6% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 18,738 | $93.4 萬 | 0.1% | +18,738 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,449 | $90.0 萬 | 0.1% | +31+2.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 871 | $86.2 萬 | 0.1% | +5+0.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,267 | $83.4 萬 | 0.1% | −62−0.7% | 減碼 | 歷史 |
| iShares Tr46438G471 | LARG CAP DEC ETF | 32,100 | $82.8 萬 | 0.1% | +32,100 | 新進 | – |
| JNJJohnson & Johnson | Stock | 5,295 | $80.9 萬 | 0.1% | +84+1.6% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 6,765 | $79.3 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,630 | $77.5 萬 | 0.1% | +35+1.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,579 | $76.7 萬 | 0.1% | +500+6.2% | 加碼 | – |
| GBDCGolub Capital BDC, Inc. | COM | 52,158 | $76.4 萬 | 0.1% | +1,001+2.0% | 加碼 | 歷史 |
| Calamos ETF Tr12811T837 | RUSSELL 2000 STR | 28,500 | $73.4 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 6,500 | $70.1 萬 | 0.1% | −1,130−14.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,593 | $69.4 萬 | 0.1% | −473−7.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,864 | $68.3 萬 | 0.1% | −46−2.4% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,083 | $67.6 萬 | 0.1% | −4,594−47.5% | 減碼 | – |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U S ETF Tr46431W564 | COMMODITY CURVE | 65,511 | $133.8 萬 | 0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,825 | $24.1 萬 | <0.1% | 歷史 |
| UHSUniversal Health Services Inc | CL B | 1,282 | $24.1 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 5,831 | $23.8 萬 | <0.1% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,173 | $22.8 萬 | <0.1% | – |
| LOWLowes Companies Inc | Stock | 870 | $20.3 萬 | <0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 1,347 | $20.2 萬 | <0.1% | 歷史 |
| MPABlackRock Muniyield Pennsylvania Quality Fund | COM | 11,111 | $12.5 萬 | <0.1% | 歷史 |