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 |
|---|---|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,986 | $81.0 萬 | 0.6% | +8+0.1% | 加碼 | – |
| iShares Tr464288851 | US OIL GS EX ETF | 9,548 | $81.9 萬 | 0.6% | −347−3.5% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 6,989 | $85.8 萬 | 0.7% | +150+2.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,834 | $85.9 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 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,517 | $87.4 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 |
| CSCOCisco Systems, Inc. | Stock | 16,836 | $88.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 11,615 | $88.2 萬 | 0.7% | +350+3.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,155 | $90.1 萬 | 0.7% | +801+3.6% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 18,606 | $91.4 萬 | 0.7% | +12+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,757 | $93.7 萬 | 0.7% | −293−7.2% | 減碼 | – |
| DISWalt Disney Co | Stock | 9,448 | $94.6 萬 | 0.7% | +930+10.9% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 12,085 | $97.4 萬 | 0.8% | +390+3.3% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 27,590 | $98.2 萬 | 0.8% | +9,475+52.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,193 | $100.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 5,317 | $103.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 6,575 | $107.3 萬 | 0.8% | −25−0.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,707 | $109.1 萬 | 0.9% | +53+0.9% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 36,451 | $113.8 萬 | 0.9% | −609−1.6% | 減碼 | – |
| DVNDevon Energy Corp | Stock | 22,609 | $114.4 萬 | 0.9% | +1,350+6.4% | 加碼 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 28,796 | $116.6 萬 | 0.9% | +2,312+8.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 5,887 | $122.1 萬 | 1.0% | +20.0% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 10,417 | $129.3 萬 | 1.0% | −10,161−49.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,952 | $137.9 萬 | 1.1% | −472−5.0% | 減碼 | – |
| BURLBurlington Stores, Inc. | COM | 7,047 | $142.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,963 | $148.1 萬 | 1.2% | −71−0.7% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 11,552 | $161.3 萬 | 1.3% | −848−6.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,685 | $167.8 萬 | 1.3% | −427−7.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,402 | $179.0 萬 | 1.4% | +80+1.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,383 | $181.4 萬 | 1.4% | +16+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,899 | $182.1 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,743 | $188.1 萬 | 1.5% | −69−0.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 66,412 | $189.9 萬 | 1.5% | +78+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,472 | $190.8 萬 | 1.5% | +375+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,320 | $196.6 萬 | 1.6% | +6,081+187.7% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 26,200 | $210.2 萬 | 1.7% | +15,501+144.9% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 20,476 | $224.5 萬 | 1.8% | +4,730+30.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,922 | $231.3 萬 | 1.8% | +1,275+5.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 9,264 | $257.3 萬 | 2.0% | −2,170−19.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25,251 | $261.9 萬 | 2.1% | +1,355+5.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 47,182 | $276.2 萬 | 2.2% | +8,151+20.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 20,455 | $337.3 萬 | 2.7% | +56+0.3% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 41,130 | $375.3 萬 | 3.0% | +15,548+60.8% | 加碼 | – |
| GGGGraco Inc | COM | 56,086 | $409.5 萬 | 3.2% | −768−1.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,201 | $434.9 萬 | 3.4% | +126+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 18,300 | $527.5 萬 | 4.2% | −182−1.0% | 減碼 | 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 |