Viawealth, LLC
- SEC CIK
- 0001965401
- 最新申報
- 2026/8/11
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 147
- 較 2022 年第 4 季 −10
- 總值
- $1.26 億
- 較 2022 年第 4 季 +$468.1 萬 (+3.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 18,300 | $527.5 萬 | 4.2% | −182−1.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,201 | $434.9 萬 | 3.4% | +126+1.4% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 56,086 | $409.5 萬 | 3.2% | −768−1.4% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 41,130 | $375.3 萬 | 3.0% | +15,548+60.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 20,455 | $337.3 萬 | 2.7% | +56+0.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 47,182 | $276.2 萬 | 2.2% | +8,151+20.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 25,251 | $261.9 萬 | 2.1% | +1,355+5.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,264 | $257.3 萬 | 2.0% | −2,170−19.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,922 | $231.3 萬 | 1.8% | +1,275+5.6% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 20,476 | $224.5 萬 | 1.8% | +4,730+30.0% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 26,200 | $210.2 萬 | 1.7% | +15,501+144.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,320 | $196.6 萬 | 1.6% | +6,081+187.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 18,472 | $190.8 萬 | 1.5% | +375+2.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 66,412 | $189.9 萬 | 1.5% | +78+0.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,743 | $188.1 萬 | 1.5% | −69−0.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,899 | $182.1 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,383 | $181.4 萬 | 1.4% | +16+0.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,402 | $179.0 萬 | 1.4% | +80+1.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,685 | $167.8 萬 | 1.3% | −427−7.0% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 11,552 | $161.3 萬 | 1.3% | −848−6.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,963 | $148.1 萬 | 1.2% | −71−0.7% | 減碼 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 7,047 | $142.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,952 | $137.9 萬 | 1.1% | −472−5.0% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 10,417 | $129.3 萬 | 1.0% | −10,161−49.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,887 | $122.1 萬 | 1.0% | +20.0% | 加碼 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 28,796 | $116.6 萬 | 0.9% | +2,312+8.7% | 加碼 | – |
| DVNDevon Energy Corp | Stock | 22,609 | $114.4 萬 | 0.9% | +1,350+6.4% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 36,451 | $113.8 萬 | 0.9% | −609−1.6% | 減碼 | – |
| HONHoneywell International Inc | COM | 5,707 | $109.1 萬 | 0.9% | +53+0.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,575 | $107.3 萬 | 0.8% | −25−0.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 5,317 | $103.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,193 | $100.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GSKGSK plc | ADR | 27,590 | $98.2 萬 | 0.8% | +9,475+52.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 12,085 | $97.4 萬 | 0.8% | +390+3.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,448 | $94.6 萬 | 0.7% | +930+10.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,757 | $93.7 萬 | 0.7% | −293−7.2% | 減碼 | – |
| SLBSLB Limited | Stock | 18,606 | $91.4 萬 | 0.7% | +12+0.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,155 | $90.1 萬 | 0.7% | +801+3.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 11,615 | $88.2 萬 | 0.7% | +350+3.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,836 | $88.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 4,971 | $87.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,517 | $87.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,708 | $87.4 萬 | 0.7% | +13+0.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,834 | $85.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,989 | $85.8 萬 | 0.7% | +150+2.2% | 加碼 | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 9,548 | $81.9 萬 | 0.6% | −347−3.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,986 | $81.0 萬 | 0.6% | +8+0.1% | 加碼 | – |
| Paramount Global92556H206 | CL B | 36,194 | $80.8 萬 | 0.6% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 8,066 | $80.0 萬 | 0.6% | −43−0.5% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 13,934 | $79.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 11,319 | $78.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 26,119 | $78.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 14,886 | $77.8 萬 | 0.6% | +256+1.7% | 加碼 | – |
| EMREmerson Electric Co | Stock | 8,831 | $77.0 萬 | 0.6% | +117+1.3% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 8,120 | $76.9 萬 | 0.6% | −646−7.4% | 減碼依 2 比 1 拆股換算 | – |
| MCDMcDonalds Corp | Stock | 2,683 | $75.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 8,238 | $72.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 7,806 | $72.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 6,644 | $69.8 萬 | 0.6% | −103−1.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,658 | $68.1 萬 | 0.5% | +498+42.9% | 加碼 | – |
| WMTWalmart Inc. | Stock | 4,613 | $68.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ETREntergy Corp | COM | 6,198 | $66.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,339 | $66.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HRLHormel Foods Corp | COM | 16,703 | $66.6 萬 | 0.5% | +60.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,476 | $65.0 萬 | 0.5% | +325+3.2% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 9,408 | $64.6 萬 | 0.5% | −750−7.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,308 | $64.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,154 | $64.1 萬 | 0.5% | −686−10.0% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 2,892 | $63.9 萬 | 0.5% | +455+18.7% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 4,445 | $63.6 萬 | 0.5% | −150−3.3% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 9,017 | $63.0 萬 | 0.5% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 17,014 | $61.3 萬 | 0.5% | +2,414+16.5% | 加碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 5,400 | $60.4 萬 | 0.5% | −489−8.3% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,601 | $59.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 1,715 | $59.2 萬 | 0.5% | −45−2.6% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,128 | $59.2 萬 | 0.5% | +3,313+86.8% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 5,491 | $58.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | COM | 3,470 | $58.2 萬 | 0.5% | −835−19.4% | 減碼 | 歷史 |
| RFRegions Financial Corp | COM | 30,765 | $57.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 11,771 | $54.0 萬 | 0.4% | +445+3.9% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,291 | $53.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 6,317 | $52.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 5,125 | $52.4 萬 | 0.4% | +890+21.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 3,043 | $52.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,432 | $51.6 萬 | 0.4% | +11,432 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,832 | $50.5 萬 | 0.4% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 4,577 | $50.2 萬 | 0.4% | +150+3.4% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 2,314 | $50.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 5,693 | $50.0 萬 | 0.4% | −1,235−17.8% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,575 | $49.0 萬 | 0.4% | +1,116+25.0% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 2,138 | $48.9 萬 | 0.4% | +325+17.9% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 12,447 | $47.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FOXAFox Corp | CL A COM | 13,915 | $47.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 37,338 | $47.0 萬 | 0.4% | +4,624+14.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 1,510 | $46.9 萬 | 0.4% | +3+0.2% | 加碼 | – |
| INTCIntel Corp | Stock | 14,179 | $46.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 5,086 | $46.3 萬 | 0.4% | 00.0% | 不變 | – |
| HIHillenbrand, Inc. | COM | 9,557 | $45.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 5,867 | $44.7 萬 | 0.4% | −3,271−35.8% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 14,924 | $44.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（16 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 17,677 | $50.5 萬 | 0.4% | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,736 | $44.2 萬 | 0.4% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 4,985 | $38.7 萬 | 0.3% | 歷史 |
| TJXTJX Companies Inc | Stock | 4,036 | $32.9 萬 | 0.3% | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 2,962 | $24.4 萬 | 0.2% | – |
| GLDSPDR Gold Trust | ETF | 1,395 | $24.3 萬 | 0.2% | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 3,354 | $24.2 萬 | 0.2% | – |
| MRVLMarvell Technology, Inc. | COM | 6,454 | $23.8 萬 | 0.2% | 歷史 |
| HALHalliburton Co | Stock | 5,891 | $23.8 萬 | 0.2% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 3,057 | $21.4 萬 | 0.2% | 歷史 |
| AMTAmerican Tower Corp | REIT | 957 | $21.0 萬 | 0.2% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 1,881 | $20.9 萬 | 0.2% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,392 | $20.9 萬 | 0.2% | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 5,748 | $20.9 萬 | 0.2% | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 4,472 | $20.1 萬 | 0.2% | – |
| AXPAmerican Express Co | Stock | 1,331 | $20.0 萬 | 0.2% | 歷史 |