Long Run Wealth Advisors, LLC
- SEC CIK
- 0001903296
- 最新申報
- 2026/2/2
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/9 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 109
- 較 2025 年第 2 季 +4
- 總值
- $5.09 億
- 較 2025 年第 2 季 +$3,276 萬 (+6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 1,167,286 | $6,096 萬 | 12.0% | +98,387+9.2% | 加碼 | – |
| First Tr Exchange-Traded FD33738D788 | CORE INVESTMENT | 2,168,309 | $4,621 萬 | 9.1% | +144,697+7.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 353,334 | $3,085 萬 | 6.1% | +10,644+3.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 108,841 | $3,068 萬 | 6.0% | −2,290−2.1% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 151,667 | $2,138 萬 | 4.2% | +4,845+3.3% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 248,682 | $1,687 萬 | 3.3% | +7,859+3.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 110,360 | $1,536 萬 | 3.0% | +7,883+7.7% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 218,247 | $1,439 萬 | 2.8% | −4,784−2.1% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 257,651 | $1,388 萬 | 2.7% | +11,226+4.6% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 270,686 | $1,348 萬 | 2.6% | +21,540+8.6% | 加碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 118,378 | $1,178 萬 | 2.3% | +10,175+9.4% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 75,900 | $1,171 萬 | 2.3% | +1,741+2.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 95,787 | $1,138 萬 | 2.2% | −3,200−3.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 51,117 | $953.7 萬 | 1.9% | −12,812−20.0% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 73,982 | $875.7 萬 | 1.7% | −1,371−1.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 133,315 | $870.0 萬 | 1.7% | +100,616+307.7% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 82,966 | $741.2 萬 | 1.5% | +5,987+7.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 28,229 | $718.8 萬 | 1.4% | −4,288−13.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 215,328 | $712.1 萬 | 1.4% | +14,204+7.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 13,236 | $685.5 萬 | 1.3% | −1,096−7.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 11,153 | $683.0 萬 | 1.3% | −441−3.8% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 69,337 | $636.2 萬 | 1.2% | −5,683−7.6% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 111,836 | $584.9 萬 | 1.1% | +4,927+4.6% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 71,939 | $563.8 萬 | 1.1% | +8,989+14.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 17,608 | $555.4 萬 | 1.1% | −1,502−7.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,770 | $517.6 萬 | 1.0% | +71+0.9% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 35,166 | $512.0 萬 | 1.0% | −2,223−5.9% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20,775 | $497.9 萬 | 1.0% | −201−1.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,890 | $455.8 萬 | 0.9% | −76−0.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 19,781 | $434.3 萬 | 0.9% | −82−0.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,651 | $429.9 萬 | 0.8% | −5,451−23.6% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 19,668 | $400.5 萬 | 0.8% | +455+2.4% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 28,461 | $393.2 萬 | 0.8% | −4,861−14.6% | 減碼 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 28,946 | $392.7 萬 | 0.8% | −1,505−4.9% | 減碼 | – |
| CBChubb Ltd | Stock | 13,851 | $390.9 萬 | 0.8% | +1,038+8.1% | 加碼 | 歷史 |
| iShares Tr464287531 | US DIGI REAL ETF | 45,022 | $390.5 萬 | 0.8% | −226−0.5% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 17,053 | $388.3 萬 | 0.8% | −412−2.4% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 39,619 | $386.8 萬 | 0.8% | +3,060+8.4% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 46,024 | $385.8 萬 | 0.8% | −2,016−4.2% | 減碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 153,740 | $362.2 萬 | 0.7% | +8,932+6.2% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 75,337 | $361.8 萬 | 0.7% | +4,745+6.7% | 加碼 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 32,463 | $335.1 萬 | 0.7% | −9,786−23.2% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 30,197 | $302.7 萬 | 0.6% | −59,534−66.3% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 21,991 | $204.5 萬 | 0.4% | −521−2.3% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 14,110 | $197.6 萬 | 0.4% | −145−1.0% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,786 | $190.9 萬 | 0.4% | −1,131−16.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,699 | $189.0 萬 | 0.4% | +667+11.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 64,781 | $182.9 萬 | 0.4% | +3,897+6.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 11,169 | $177.5 萬 | 0.3% | −1,116−9.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 68,396 | $174.3 萬 | 0.3% | +3,751+5.8% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 20,402 | $167.4 萬 | 0.3% | −8,747−30.0% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 17,311 | $167.0 萬 | 0.3% | +2,364+15.8% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 68,006 | $167.0 萬 | 0.3% | −16,817−19.8% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 15,741 | $163.3 萬 | 0.3% | +1,541+10.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 8,833 | $162.3 萬 | 0.3% | +1,207+15.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 18,944 | $158.2 萬 | 0.3% | +4,025+27.0% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 26,572 | $157.5 萬 | 0.3% | +2,684+11.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,624 | $157.5 萬 | 0.3% | −176−6.3% | 減碼 | – |
| Clearway Energy, Inc.18539C105 | CL A | 55,972 | $150.7 萬 | 0.3% | +9,790+21.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,141 | $136.9 萬 | 0.3% | +597+5.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,979 | $132.5 萬 | 0.3% | +7+0.4% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 23,727 | $120.4 萬 | 0.2% | −2,604−9.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,382 | $119.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 15,301 | $113.8 萬 | 0.2% | +698+4.8% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,275 | $104.2 萬 | 0.2% | −526−6.0% | 減碼 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 4,540 | $103.0 萬 | 0.2% | −235−4.9% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 18,083 | $81.5 萬 | 0.2% | −1,292−6.7% | 減碼 | – |
| AMEAmetek Inc | COM | 4,207 | $79.1 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,224 | $68.5 萬 | 0.1% | +2,390+130.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,507 | $67.1 萬 | 0.1% | −98−1.5% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,782 | $64.5 萬 | 0.1% | +56+0.6% | 加碼 | – |
| VVisa Inc. | Stock | 1,689 | $57.7 萬 | 0.1% | −7−0.4% | 減碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 10,536 | $56.2 萬 | 0.1% | +16+0.2% | 加碼 | – |
| BEBloom Energy Corp | COM CL A | 6,398 | $54.1 萬 | 0.1% | +6,398 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,598 | $52.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 21,865 | $50.6 萬 | 0.1% | +21,865 | 新進 | – |
| MOAltria Group, Inc. | Stock | 7,372 | $48.7 萬 | 0.1% | +7,372 | 新進 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 4,174 | $43.2 萬 | 0.1% | −2,217−34.7% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,832 | $41.2 萬 | 0.1% | +216+8.3% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 9,463 | $41.1 萬 | 0.1% | −997−9.5% | 減碼 | – |
| FISVFiserv Inc | Stock | 2,989 | $38.5 萬 | 0.1% | −330−9.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,962 | $37.2 萬 | 0.1% | +9+0.5% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 1,432 | $33.9 萬 | 0.1% | +39+2.8% | 加碼 | 歷史 |
| SLFSun Life Financial Inc | COM | 5,602 | $33.6 萬 | 0.1% | +46+0.8% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,593 | $32.5 萬 | 0.1% | +167+3.8% | 加碼 | – |
| CVXChevron Corp | Stock | 2,055 | $31.9 萬 | 0.1% | +110+5.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 433 | $31.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,422 | $31.6 萬 | 0.1% | −7−0.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 708 | $31.5 萬 | 0.1% | −176−19.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,517 | $30.0 萬 | 0.1% | −57−1.2% | 減碼 | 歷史 |
| NINisource Inc. | COM | 6,438 | $27.9 萬 | 0.1% | +42+0.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 684 | $27.7 萬 | 0.1% | −56−7.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,146 | $26.5 萬 | 0.1% | +8+0.7% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,375 | $25.9 萬 | 0.1% | −1,437−29.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,661 | $25.5 萬 | 0.1% | −2,062−55.4% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,872 | $24.3 萬 | <0.1% | −27−0.9% | 減碼 | – |
| GRMNGarmin Ltd | SHS | 972 | $23.9 萬 | <0.1% | −2,173−69.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 808 | $23.7 萬 | <0.1% | −94−10.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 776 | $23.4 萬 | <0.1% | +776 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 948 | $23.1 萬 | <0.1% | −632−40.0% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。