Stone Point Wealth LLC
- SEC CIK
- 0001908192
- 最新申報
- 2026/7/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 142
- 較 2025 年第 1 季 +2
- 總值
- $3.23 億
- 較 2025 年第 1 季 +$2,759 萬 (+9.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 12,332 | $273.6 萬 | 0.8% | −180−1.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,433 | $273.9 萬 | 0.8% | +282+6.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,177 | $278.6 萬 | 0.9% | +100+1.4% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,087 | $287.3 萬 | 0.9% | −1,225−2.1% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 23,573 | $311.3 萬 | 1.0% | −2,719−10.3% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 11,682 | $314.8 萬 | 1.0% | +170+1.5% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 53,460 | $320.9 萬 | 1.0% | −3,704−6.5% | 減碼 | – |
| CMICummins Inc | Stock | 9,876 | $323.4 萬 | 1.0% | +207+2.1% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 29,560 | $323.7 萬 | 1.0% | +49+0.2% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 67,801 | $343.6 萬 | 1.1% | +24,565+56.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,238 | $361.2 萬 | 1.1% | +1,795+27.9% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 32,923 | $365.0 萬 | 1.1% | +575+1.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 18,033 | $370.0 萬 | 1.1% | −360−2.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 23,619 | $376.2 萬 | 1.2% | +23+0.1% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 8,021 | $376.3 萬 | 1.2% | +72+0.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 34,838 | $380.7 萬 | 1.2% | −4,915−12.4% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 43,403 | $395.4 萬 | 1.2% | −9,191−17.5% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 80,469 | $398.4 萬 | 1.2% | +834+1.0% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 60,235 | $410.9 萬 | 1.3% | −4,076−6.3% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 51,926 | $411.7 萬 | 1.3% | −4,800−8.5% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 40,217 | $413.9 萬 | 1.3% | +7,586+23.2% | 加碼 | – |
| APHAmphenol Corp | CL A | 43,794 | $432.5 萬 | 1.3% | −221−0.5% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 20,246 | $458.6 萬 | 1.4% | +270+1.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 48,630 | $463.5 萬 | 1.4% | +26,163+116.5% | 加碼 | – |
| SYKStryker Corp | Stock | 11,760 | $465.3 萬 | 1.4% | +40+0.3% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 64,226 | $472.9 萬 | 1.5% | −94−0.1% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 132,615 | $475.3 萬 | 1.5% | +3,232+2.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 25,467 | $496.6 萬 | 1.5% | −3,305−11.5% | 減碼 | – |
| AXPAmerican Express Co | Stock | 15,811 | $504.3 萬 | 1.6% | +157+1.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32,213 | $585.4 萬 | 1.8% | −400−1.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,041 | $623.5 萬 | 1.9% | +2,039+25.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 118,118 | $673.4 萬 | 2.1% | +12,921+12.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 85,755 | $674.9 萬 | 2.1% | +3,064+3.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,553 | $685.5 萬 | 2.1% | +2,338+11.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 39,852 | $706.9 萬 | 2.2% | +407+1.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 168,791 | $722.9 萬 | 2.2% | +7,829+4.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 91,325 | $726.0 萬 | 2.2% | −3,151−3.3% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 96,099 | $796.9 萬 | 2.5% | −3,474−3.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 30,424 | $882.0 萬 | 2.7% | −343−1.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 174,359 | $912.6 萬 | 2.8% | −17,838−9.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 91,311 | $1,614 萬 | 5.0% | −780−0.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 61,639 | $3,066 萬 | 9.5% | −31−0.1% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。