Amplius Wealth Advisors, LLC
- SEC CIK
- 0001900584
- 最新申報
- 2026/7/17
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 175
- 較 2025 年第 4 季 −2
- 總值
- $12.0 億
- 較 2025 年第 4 季 +$778.6 萬 (+0.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072Q689 | AMPLIUS AGGRESSV | 9,065,825 | $2.43 億 | 20.2% | +118,536+1.3% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 1,978,456 | $9,180 萬 | 7.7% | −61,307−3.0% | 減碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 1,662,973 | $6,482 萬 | 5.4% | +38,390+2.4% | 加碼 | – |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 969,164 | $6,394 萬 | 5.3% | +54,949+6.0% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 510,301 | $5,278 萬 | 4.4% | +27,603+5.7% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 670,909 | $4,503 萬 | 3.8% | −1,851−0.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 336,052 | $4,177 萬 | 3.5% | +8,867+2.7% | 加碼 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 752,287 | $3,803 萬 | 3.2% | −34,905−4.4% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 309,853 | $3,748 萬 | 3.1% | −13,526−4.2% | 減碼 | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 733,336 | $3,709 萬 | 3.1% | −36,301−4.7% | 減碼 | – |
| Capital Group International14021T102 | SHS | 992,381 | $3,286 萬 | 2.7% | −40,285−3.9% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 386,797 | $3,117 萬 | 2.6% | −20,628−5.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 49,071 | $2,832 萬 | 2.4% | +4,006+8.9% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 283,428 | $2,490 萬 | 2.1% | +27,451+10.7% | 加碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 212,011 | $2,465 萬 | 2.1% | +20,178+10.5% | 加碼 | – |
| CBChubb Ltd | Stock | 75,325 | $2,455 萬 | 2.0% | +1,014+1.4% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 76,554 | $2,435 萬 | 2.0% | +2,562+3.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 384,602 | $1,923 萬 | 1.6% | +50,744+15.2% | 加碼 | – |
| BXBlackstone Inc. | COM | 128,696 | $1,480 萬 | 1.2% | +1,870+1.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 1,015,187 | $1,299 萬 | 1.1% | +910,861+873.1% | 加碼 | – |
| VanEck ETF Trust92189H649 | ALTE ASSE MA ETF | 584,105 | $1,254 萬 | 1.0% | +584,105 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 26,316 | $1,219 萬 | 1.0% | +1,147+4.6% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 86,434 | $1,196 萬 | 1.0% | −40.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 47,078 | $1,195 萬 | 1.0% | −470−1.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 191,793 | $1,052 萬 | 0.9% | +22,959+13.6% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 84,621 | $865.2 萬 | 0.7% | −2,649−3.0% | 減碼 | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 142,838 | $863.2 萬 | 0.7% | +142,838 | 新進 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 49,059 | $698.8 萬 | 0.6% | −254−0.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,304 | $670.1 萬 | 0.6% | −8−0.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 114,870 | $666.8 萬 | 0.6% | −4,520−3.8% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 42,295 | $656.0 萬 | 0.5% | −234−0.6% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 64,522 | $568.8 萬 | 0.5% | −168−0.3% | 減碼 | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 19,616 | $542.8 萬 | 0.5% | +30.0% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 191,700 | $454.1 萬 | 0.4% | −209,417−52.2% | 減碼 | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 99,617 | $422.8 萬 | 0.4% | −9,185−8.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 19,964 | $383.1 萬 | 0.3% | −355−1.7% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 41,854 | $362.6 萬 | 0.3% | +299+0.7% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $359.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,579 | $358.4 萬 | 0.3% | +4,075+54.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,651 | $329.2 萬 | 0.3% | −79−1.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 91,847 | $310.2 萬 | 0.3% | −22,593−19.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 13,860 | $288.7 萬 | 0.2% | +105+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,381 | $273.2 萬 | 0.2% | −159−2.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 90,835 | $260.8 萬 | 0.2% | +336+0.4% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 32,564 | $251.3 萬 | 0.2% | −13,527−29.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,671 | $249.4 萬 | 0.2% | −53−0.6% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 49,094 | $242.0 萬 | 0.2% | −10,886−18.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 11,239 | $241.7 萬 | 0.2% | −110−1.0% | 減碼 | – |
| Calamos ETF Tr12811T605 | S P 500 STRUCTUR | 82,863 | $239.1 萬 | 0.2% | −18,368−18.1% | 減碼 | – |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 103,581 | $235.1 萬 | 0.2% | −1,126−1.1% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 11,558 | $219.3 萬 | 0.2% | −628−5.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 12,128 | $211.5 萬 | 0.2% | −40.0% | 減碼 | 歷史 |
| Calamos ETF Tr12811T738 | LADDERED S&P 500 | 76,248 | $207.7 萬 | 0.2% | −2,891−3.7% | 減碼 | – |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 98,231 | $201.5 萬 | 0.2% | +10,079+11.4% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 21,019 | $187.8 萬 | 0.2% | +806+4.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 6,436 | $184.6 萬 | 0.2% | +96+1.5% | 加碼 | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 39,603 | $183.1 萬 | 0.2% | −35−0.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 25,090 | $169.4 萬 | 0.1% | −1,274−4.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,560 | $163.5 萬 | 0.1% | −45−0.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 13,220 | $151.9 萬 | 0.1% | +1,569+13.5% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,460 | $147.5 萬 | 0.1% | 00.0% | 不變 | – |
| HUBBHubbell Inc | COM | 3,004 | $147.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,462 | $146.4 萬 | 0.1% | +327+4.6% | 加碼 | – |
| iShares Tr46438G588 | LARG CAP SEP ETF | 48,101 | $129.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,987 | $127.9 萬 | 0.1% | −263−4.2% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,842 | $125.3 萬 | 0.1% | −5,677−29.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,421 | $116.0 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,621 | $115.9 萬 | 0.1% | −749−4.3% | 減碼 | – |
| GBDCGolub Capital BDC, Inc. | COM | 84,152 | $106.5 萬 | 0.1% | +42,069+100.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 15,620 | $105.0 萬 | 0.1% | +1,536+10.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 15,120 | $93.9 萬 | 0.1% | −122,498−89.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,476 | $92.9 萬 | 0.1% | +199+3.8% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,708 | $92.7 萬 | 0.1% | 00.0% | 不變 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 11,750 | $92.0 萬 | 0.1% | −618−5.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 999 | $91.9 萬 | 0.1% | −28−2.7% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,400 | $91.4 萬 | 0.1% | +4+0.3% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 6,674 | $90.6 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,660 | $88.5 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 3,606 | $88.1 萬 | 0.1% | +240+7.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,770 | $86.3 萬 | 0.1% | +37+0.4% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,269 | $81.9 萬 | 0.1% | +10.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,399 | $80.0 萬 | 0.1% | −10−0.7% | 減碼 | 歷史 |
| iShares Tr46438G471 | LARG CAP DEC ETF | 29,647 | $78.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,079 | $78.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,916 | $76.4 萬 | 0.1% | +7+0.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 10,175 | $74.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46438G612 | LARG CAP JUN ETF | 26,252 | $73.9 萬 | 0.1% | −2,815−9.7% | 減碼 | – |
| Calamos ETF Tr12811T837 | RUSSELL 2000 STR | 26,500 | $71.4 萬 | 0.1% | −2,000−7.0% | 減碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 16,508 | $71.2 萬 | 0.1% | 00.0% | 不變 | – |
| RBB FD Inc74933W478 | US TREASRY 12 MT | 13,475 | $67.5 萬 | 0.1% | −4,141−23.5% | 減碼 | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 17,172 | $66.5 萬 | 0.1% | −1,049−5.8% | 減碼 | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 6,680 | $65.3 萬 | 0.1% | +6,680 | 新進 | – |
| PGProcter & Gamble Co | Stock | 4,492 | $64.9 萬 | 0.1% | −508−10.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,946 | $64.0 萬 | 0.1% | −45−2.3% | 減碼 | 歷史 |
| Exchange Listed FDS Tr30151E806 | SABA INT RATE | 28,382 | $64.0 萬 | 0.1% | +831+3.0% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,644 | $63.8 萬 | 0.1% | +5+0.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 4,915 | $61.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 7,611 | $59.9 萬 | <0.1% | +2,088+37.8% | 加碼 | – |
| CVXChevron Corp | Stock | 2,746 | $56.8 萬 | <0.1% | −52−1.9% | 減碼 | 歷史 |
| Calamos ETF Tr12811T878 | NASDAQ 100 STRUC | 20,500 | $55.4 萬 | <0.1% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（12 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P 500 Value ETF464287408 | ETF | 1,744 | $37.0 萬 | <0.1% | – |
| IBITiShares Bitcoin Trust ETF | ETF | 4,806 | $23.9 萬 | <0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,555 | $23.8 萬 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,269 | $23.5 萬 | <0.1% | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 1,898 | $23.0 萬 | <0.1% | – |
| MMM3M Co | Stock | 1,379 | $22.1 萬 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,253 | $21.6 萬 | <0.1% | 歷史 |
| ACMAecom | COM | 2,241 | $21.4 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 6,884 | $20.4 萬 | <0.1% | – |
| ECVTEcovyst Inc. | COM | 18,288 | $17.8 萬 | <0.1% | 歷史 |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 11,845 | $7.81 萬 | <0.1% | 歷史 |
| XFLTXAI Floating Rate & Alternative Income Trust | COM | 11,182 | $5.37 萬 | <0.1% | 歷史 |