Perfromance Wealth Partners, LLC
- SEC CIK
- 0001908765
- 最新申報
- 2026/8/7
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/3 申報。只含多頭部位。
- 持股檔數
- 180
- 2021 年第 3 季沒有申報
- 總值
- $24.8 億
- 2021 年第 3 季沒有申報
Perfromance Wealth Partners, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 4,256,465 | $7.56 億 | 30.5% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 992,973 | $3.19 億 | 12.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 58,009 | $1.93 億 | 7.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 436,321 | $1.47 億 | 5.9% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 45,311 | $1.31 億 | 5.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 477,362 | $8,199 萬 | 3.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 204,939 | $6,028 萬 | 2.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 227,480 | $4,930 萬 | 2.0% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 170,023 | $4,791 萬 | 1.9% | – | – | – |
| ZBRAZebra Technologies Corp | CL A | 70,887 | $4,219 萬 | 1.7% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 323,183 | $4,182 萬 | 1.7% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 215,521 | $4,064 萬 | 1.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 37,342 | $3,946 萬 | 1.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 61,973 | $3,514 萬 | 1.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 90,685 | $3,050 萬 | 1.2% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 78,886 | $3,018 萬 | 1.2% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 122,413 | $2,987 萬 | 1.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 80,323 | $2,402 萬 | 1.0% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 194,678 | $2,183 萬 | 0.9% | – | – | – |
| ABTAbbott Laboratories | Stock | 154,209 | $2,170 萬 | 0.9% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 258,380 | $1,925 萬 | 0.8% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 105,539 | $1,705 萬 | 0.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 89,795 | $1,422 萬 | 0.6% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 83,739 | $1,396 萬 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 20,971 | $1,191 萬 | 0.5% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 59,085 | $1,162 萬 | 0.5% | – | – | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 74,208 | $1,158 萬 | 0.5% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 93,503 | $1,094 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,219 | $960.3 萬 | 0.4% | – | – | 歷史 |
| CGCarlyle Group Inc. | COM | 155,166 | $851.9 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 188,296 | $837.7 萬 | 0.3% | – | – | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 22,256 | $783.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 52,121 | $766.8 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 54,041 | $731.7 萬 | 0.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 64,619 | $729.2 萬 | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 31,283 | $703.8 萬 | 0.3% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 57,049 | $650.8 萬 | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 73,540 | $627.0 萬 | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 21,353 | $572.4 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,931 | $559.4 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 8,997 | $542.0 萬 | 0.2% | – | – | 歷史 |
| DGXQuest Diagnostics Inc | COM | 30,597 | $529.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 34,304 | $443.2 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 28,962 | $419.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 44,622 | $378.2 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 14,078 | $357.8 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 21,788 | $337.5 萬 | 0.1% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 6,197 | $332.7 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 27,121 | $331.9 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 52,681 | $316.5 萬 | 0.1% | – | – | – |
| AMATApplied Materials Inc | Stock | 19,719 | $310.3 萬 | 0.1% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 40,094 | $287.0 萬 | 0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 4,229 | $278.5 萬 | 0.1% | – | – | 歷史 |
| CMECME Group Inc. | COM | 11,781 | $269.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 26,875 | $233.8 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,426 | $222.3 萬 | 0.1% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 6,821 | $217.0 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 12,336 | $211.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 37,004 | $190.2 萬 | 0.1% | – | – | – |
| INMDInMode Ltd. | SHS | 26,732 | $188.7 萬 | 0.1% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 7,132 | $167.3 萬 | 0.1% | – | – | 歷史 |
| BMOBank of Montreal | COM | 15,100 | $162.7 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 12,684 | $155.5 萬 | 0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 7,459 | $154.2 萬 | 0.1% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 13,759 | $154.1 萬 | 0.1% | – | – | 歷史 |
| BUSEFirst Busey Corp | COM NEW | 55,072 | $149.4 萬 | 0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,925 | $146.2 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,768 | $145.7 萬 | 0.1% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 11,092 | $143.7 萬 | 0.1% | – | – | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 8,196 | $142.0 萬 | 0.1% | – | – | – |
| ULTAUlta Beauty, Inc. | Stock | 3,418 | $140.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 15,819 | $135.3 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,048 | $126.5 萬 | 0.1% | – | – | 歷史 |
| ALBAlbemarle Corp | Stock | 5,398 | $126.2 萬 | 0.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 9,444 | $125.2 萬 | 0.1% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,525 | $120.1 萬 | <0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 7,112 | $118.1 萬 | <0.1% | – | – | – |
| TDToronto Dominion Bank | Stock | 14,800 | $113.5 萬 | <0.1% | – | – | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 13,000 | $113.3 萬 | <0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,839 | $113.0 萬 | <0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,201 | $105.0 萬 | <0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,679 | $104.1 萬 | <0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,314 | $101.0 萬 | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,303 | $96.8 萬 | <0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,419 | $94.4 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,141 | $93.0 萬 | <0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 10,500 | $87.2 萬 | <0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,560 | $86.6 萬 | <0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 6,415 | $85.7 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,468 | $83.7 萬 | <0.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,930 | $80.6 萬 | <0.1% | – | – | – |
| TXNTexas Instruments Inc | Stock | 4,201 | $79.2 萬 | <0.1% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 1,192 | $78.3 萬 | <0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,680 | $76.6 萬 | <0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,899 | $76.4 萬 | <0.1% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,575 | $76.4 萬 | <0.1% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 7,506 | $75.8 萬 | <0.1% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 19,233 | $75.8 萬 | <0.1% | – | – | – |
| GLWCorning Inc | COM | 19,793 | $73.7 萬 | <0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 11,986 | $70.8 萬 | <0.1% | – | – | 歷史 |