Amplius Wealth Advisors, LLC
- SEC CIK
- 0001900584
- 最新申報
- 2026/7/17
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/17 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 211
- 較 2026 年第 1 季 +36
- 總值
- $13.6 億
- 較 2026 年第 1 季 +$1.65 億 (+13.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072Q689 | AMPLIUS AGGRESSV | 9,090,785 | $2.77 億 | 20.3% | +24,960+0.3% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 2,038,034 | $1.04 億 | 7.6% | +59,578+3.0% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 1,675,097 | $7,250 萬 | 5.3% | +12,124+0.7% | 加碼 | – |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 936,549 | $7,133 萬 | 5.2% | −32,615−3.4% | 減碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 685,861 | $5,141 萬 | 3.8% | +14,952+2.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 342,349 | $5,077 萬 | 3.7% | +6,297+1.9% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 305,892 | $4,178 萬 | 3.1% | −3,961−1.3% | 減碼 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 816,573 | $4,130 萬 | 3.0% | +64,286+8.5% | 加碼 | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 790,733 | $4,003 萬 | 2.9% | +57,397+7.8% | 加碼 | – |
| Columbia ETF Tr I19761L748 | CORE BOND ETF | 1,330,753 | $3,990 萬 | 2.9% | +1,330,753 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 52,454 | $3,863 萬 | 2.8% | +3,383+6.9% | 加碼 | – |
| Capital Group International14021T102 | SHS | 994,569 | $3,619 萬 | 2.7% | +2,188+0.2% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 362,842 | $3,501 萬 | 2.6% | −23,955−6.2% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 309,723 | $2,962 萬 | 2.2% | +26,295+9.3% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 74,084 | $2,710 萬 | 2.0% | −2,470−3.2% | 減碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 227,846 | $2,668 萬 | 2.0% | +15,835+7.5% | 加碼 | – |
| CBChubb Ltd | Stock | 73,412 | $2,501 萬 | 1.8% | −1,913−2.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 470,566 | $2,384 萬 | 1.7% | +85,964+22.4% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 200,597 | $2,049 萬 | 1.5% | −309,704−60.7% | 減碼 | – |
| BXBlackstone Inc. | COM | 129,420 | $1,523 萬 | 1.1% | +724+0.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 48,267 | $1,397 萬 | 1.0% | +1,189+2.5% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 25,941 | $1,355 萬 | 1.0% | −375−1.4% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 85,773 | $1,346 萬 | 1.0% | −661−0.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 222,327 | $1,340 萬 | 1.0% | +30,534+15.9% | 加碼 | – |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 1,033,780 | $1,309 萬 | 1.0% | +18,593+1.8% | 加碼 | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 159,010 | $1,165 萬 | 0.9% | +16,172+11.3% | 加碼 | – |
| VanEck ETF Trust92189H649 | ALTE ASSE MA ETF | 533,985 | $1,145 萬 | 0.8% | −50,120−8.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,662 | $1,020 萬 | 0.7% | +3,358+32.6% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 78,975 | $869.9 萬 | 0.6% | −5,646−6.7% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 41,305 | $776.9 萬 | 0.6% | −990−2.3% | 減碼 | – |
| AMGAffiliated Managers Group, Inc. | Stock | 21,766 | $736.6 萬 | 0.5% | +2,150+11.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 42,805 | $703.2 萬 | 0.5% | −6,254−12.7% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 64,990 | $490.7 萬 | 0.4% | +468+0.7% | 加碼 | 歷史 |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 65,656 | $445.1 萬 | 0.3% | −49,214−42.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 11,732 | $443.2 萬 | 0.3% | +153+1.3% | 加碼 | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 97,471 | $405.8 萬 | 0.3% | −2,146−2.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 18,763 | $399.2 萬 | 0.3% | −1,201−6.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 10,831 | $387.1 萬 | 0.3% | +2,160+24.9% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 39,818 | $380.0 萬 | 0.3% | −2,036−4.9% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 15,938 | $379.9 萬 | 0.3% | +2,078+15.0% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $374.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 146,335 | $347.0 萬 | 0.3% | −45,365−23.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,583 | $320.2 萬 | 0.2% | +1,202+16.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,145 | $303.0 萬 | 0.2% | +3,017+24.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,773 | $286.3 萬 | 0.2% | +122+1.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 70,158 | $256.3 萬 | 0.2% | −21,689−23.6% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,763 | $254.7 萬 | 0.2% | −476−4.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 6,927 | $244.8 萬 | 0.2% | +491+7.6% | 加碼 | 歷史 |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 100,344 | $228.3 萬 | 0.2% | −3,237−3.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 90,783 | $222.9 萬 | 0.2% | −52−0.1% | 減碼 | 歷史 |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 107,120 | $222.8 萬 | 0.2% | +8,889+9.0% | 加碼 | – |
| RKLBRocket Lab Corp | COM | 21,352 | $217.0 萬 | 0.2% | +21,352 | 新進 | 歷史 |
| Calamos ETF Tr12811T605 | S P 500 STRUCTUR | 73,632 | $215.4 萬 | 0.2% | −9,231−11.1% | 減碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 11,573 | $207.8 萬 | 0.2% | +15+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,336 | $207.4 萬 | 0.2% | +776+14.0% | 加碼 | 歷史 |
| Calamos ETF Tr12811T738 | LADDERED S&P 500 | 73,449 | $205.1 萬 | 0.2% | −2,799−3.7% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 21,019 | $202.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 25,092 | $193.5 萬 | 0.1% | +20.0% | 加碼 | – |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 39,014 | $191.0 萬 | 0.1% | −10,080−20.5% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 24,174 | $185.4 萬 | 0.1% | −8,390−25.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 13,708 | $175.1 萬 | 0.1% | +488+3.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 6,887 | $174.9 萬 | 0.1% | +3,281+91.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,977 | $173.6 萬 | 0.1% | +137+1.0% | 加碼依 4 比 1 拆股換算 | – |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 37,975 | $164.4 萬 | 0.1% | −1,628−4.1% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,487 | $163.2 萬 | 0.1% | +25+0.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,260 | $151.1 萬 | 0.1% | +261+26.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,987 | $145.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46438G588 | LARG CAP SEP ETF | 48,101 | $134.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,734 | $132.6 萬 | 0.1% | −108−0.8% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 15,641 | $129.6 萬 | 0.1% | −980−5.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,566 | $128.4 萬 | 0.1% | +145+6.0% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,398 | $121.9 萬 | 0.1% | −262−3.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,976 | $111.3 萬 | 0.1% | +577+41.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,175 | $109.9 萬 | 0.1% | +703+148.9% | 加碼 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 83,925 | $108.1 萬 | 0.1% | −227−0.3% | 減碼 | 歷史 |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 11,750 | $104.8 萬 | 0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 13,382 | $101.4 萬 | 0.1% | −2,238−14.3% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,270 | $93.7 萬 | 0.1% | +10.0% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 8,514 | $91.5 萬 | 0.1% | −256−2.9% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 33,370 | $91.5 萬 | 0.1% | 00.0% | 不變依 5 比 1 拆股換算 | – |
| HDHome Depot, Inc. | Stock | 2,591 | $91.4 萬 | 0.1% | +645+33.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,795 | $91.4 萬 | 0.1% | +716+8.9% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 7,652 | $89.9 萬 | 0.1% | +2,416+46.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 6,453 | $88.2 萬 | 0.1% | +6,453 | 新進 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 7,530 | $87.1 萬 | 0.1% | +850+12.7% | 加碼 | – |
| AXPAmerican Express Co | Stock | 2,512 | $85.0 萬 | 0.1% | +1,036+70.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,241 | $81.6 萬 | 0.1% | +897+38.3% | 加碼 | 歷史 |
| iShares Tr46438G471 | LARG CAP DEC ETF | 29,647 | $81.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,105 | $77.9 萬 | 0.1% | +552+35.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 10,175 | $76.2 萬 | 0.1% | 00.0% | 不變 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 14,362 | $75.9 萬 | 0.1% | +2,440+20.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 12,038 | $75.6 萬 | 0.1% | −3,082−20.4% | 減碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 16,528 | $75.5 萬 | 0.1% | +20+0.1% | 加碼 | – |
| Exchange Listed FDS Tr30151E806 | SABA INT RATE | 28,861 | $74.0 萬 | 0.1% | +479+1.7% | 加碼 | – |
| Calamos ETF Tr12811T837 | RUSSELL 2000 STR | 26,500 | $73.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,384 | $72.3 萬 | 0.1% | −532−18.2% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 7,035 | $72.0 萬 | 0.1% | −576−7.6% | 減碼 | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 9,357 | $71.3 萬 | 0.1% | −914−8.9% | 減碼 | – |
| ASMLASML Holding NV | ADR | 356 | $70.8 萬 | 0.1% | +356 | 新進 | 歷史 |
| iShares Tr46438G612 | LARG CAP JUN ETF | 24,249 | $70.6 萬 | 0.1% | −2,003−7.6% | 減碼 | – |
2026 年第 1 季之後清倉（7 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 5,476 | $92.9 萬 | 0.1% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,708 | $92.7 萬 | 0.1% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,400 | $91.4 萬 | 0.1% | – |
| Vanguard Total World Stock ETF922042742 | ETF | 2,101 | $29.1 萬 | <0.1% | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,350 | $23.1 萬 | <0.1% | – |
| NFLXNetflix Inc | Stock | 2,198 | $21.1 萬 | <0.1% | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 2,521 | $21.1 萬 | <0.1% | – |