WealthSpring Partners, LLC
- SEC CIK
- 0001961292
- 最新申報
- 2026/8/5
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/12 申報。只含多頭部位。
- 持股檔數
- 58
- 2025 年第 3 季沒有申報
- 總值
- $9,761 萬
- 2025 年第 3 季沒有申報
WealthSpring Partners, LLC 沒有申報 2025 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 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 286,312 | $1,134 萬 | 11.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,155 | $764.0 萬 | 7.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 68,060 | $679.8 萬 | 7.0% | – | – | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 95,736 | $674.1 萬 | 6.9% | – | – | – |
| iShares Tr464287812 | US CONSM STAPLES | 97,204 | $650.5 萬 | 6.7% | – | – | – |
| AAPLApple Inc. | Stock | 19,734 | $536.5 萬 | 5.5% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 135,591 | $443.8 萬 | 4.5% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 80,127 | $387.2 萬 | 4.0% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 70,312 | $378.0 萬 | 3.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,303 | $316.8 萬 | 3.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,548 | $310.1 萬 | 3.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 16,529 | $308.3 萬 | 3.2% | – | – | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 11,589 | $279.6 萬 | 2.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,767 | $225.4 萬 | 2.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,200 | $194.0 萬 | 2.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,801 | $183.8 萬 | 1.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,124 | $183.1 萬 | 1.9% | – | – | 歷史 |
| CVXChevron Corp | Stock | 9,556 | $145.6 萬 | 1.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 31,450 | $119.9 萬 | 1.2% | – | – | – |
| RTXRTX Corp | Stock | 6,526 | $119.7 萬 | 1.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,630 | $117.0 萬 | 1.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,568 | $101.8 萬 | 1.0% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,171 | $93.9 萬 | 1.0% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,496 | $93.2 萬 | 1.0% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,414 | $85.3 萬 | 0.9% | – | – | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 12,002 | $76.4 萬 | 0.8% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 17,845 | $75.9 萬 | 0.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,346 | $73.6 萬 | 0.8% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,273 | $71.4 萬 | 0.7% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 8,039 | $50.0 萬 | 0.5% | – | – | – |
| VVisa Inc. | Stock | 1,414 | $49.6 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,428 | $49.1 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 738 | $48.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 3,327 | $46.9 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 8,126 | $46.5 萬 | 0.5% | – | – | – |
| SYKStryker Corp | Stock | 1,222 | $43.0 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,408 | $41.0 萬 | 0.4% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 960 | $35.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,685 | $34.7 萬 | 0.4% | – | – | – |
| SRESempra | Stock | 3,919 | $34.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,254 | $33.5 萬 | 0.3% | – | – | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 6,868 | $32.8 萬 | 0.3% | – | – | – |
| PRUPrudential Financial Inc | Stock | 2,904 | $32.8 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 3,667 | $30.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,567 | $28.2 萬 | 0.3% | – | – | – |
| CRCrane Co | COMMON STOCK | 1,518 | $28.0 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,368 | $26.9 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 817 | $26.7 萬 | 0.3% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 3,036 | $25.5 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,093 | $25.0 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,105 | $24.9 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,339 | $24.3 萬 | 0.2% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 2,528 | $24.0 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 477 | $21.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U366 | SELF DRIVNG EV | 5,654 | $21.4 萬 | 0.2% | – | – | – |
| NVSNovartis AG | ADR | 1,500 | $20.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 2,054 | $20.6 萬 | 0.2% | – | – | – |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 11,545 | $11.0 萬 | 0.1% | – | – | 歷史 |