Viawealth, LLC
- SEC CIK
- 0001965401
- 最新申報
- 2026/8/11
2024 年第 2 季到 2024 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 6 檔
- 估計 +$152.0 萬
- 加碼
- 64 檔
- 估計 +$628.6 萬
- 減碼
- 47 檔
- 估計 −$420.6 萬
- 清倉
- 7 檔
- 估計 −$184.2 萬
總值從 $1.61 億變成 $1.72 億（+$1,039 萬 (+6.4%)），持股從 151 檔變成 150 檔（−1）。
2024 年第 3 季全部持倉2024 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | 加碼歷史 | 62,33861,167 | +1,171+1.9% | $757.0 萬$755.7 萬 | +$14.2 萬 | 4.4%4.7% | −0.28 |
| MSFTMicrosoft Corp | 加碼歷史 | 15,52014,912 | +608+4.1% | $667.8 萬$666.5 萬 | +$26.2 萬 | 3.9%4.1% | −0.24 |
| ProShares Tr74348A467 | 加碼– | 59,35057,568 | +1,782+3.1% | $633.6 萬$553.4 萬 | +$19.0 萬 | 3.7%3.4% | +0.26 |
| GGGGraco Inc | 減碼歷史 | 55,08155,156 | −75−0.1% | $482.0 萬$437.3 萬 | −$6,563.24 | 2.8%2.7% | +0.10 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | 加碼– | 52,31946,960 | +5,359+11.4% | $438.2 萬$375.3 萬 | +$44.9 萬 | 2.6%2.3% | +0.23 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 24,34220,600 | +3,742+18.2% | $436.1 萬$338.4 萬 | +$67.0 萬 | 2.5%2.1% | +0.44 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 7,3788,024 | −646−8.1% | $431.4 萬$408.6 萬 | −$37.8 萬 | 2.5%2.5% | −0.02 |
| AAPLApple Inc. | 加碼歷史 | 18,28917,639 | +650+3.7% | $426.1 萬$371.5 萬 | +$15.1 萬 | 2.5%2.3% | +0.18 |
| First Tr Exch Traded FD III33739P103 | 加碼– | 61,34756,191 | +5,156+9.2% | $389.4 萬$351.7 萬 | +$32.7 萬 | 2.3%2.2% | +0.09 |
| AMZNAmazon Com Inc | 加碼歷史 | 18,66317,891 | +772+4.3% | $347.7 萬$345.7 萬 | +$14.4 萬 | 2.0%2.1% | −0.12 |
| GOOGLAlphabet Inc. | 減碼歷史 | 19,65820,128 | −470−2.3% | $326.0 萬$366.6 萬 | −$7.79 萬 | 1.9%2.3% | −0.37 |
| ABBVAbbVie Inc. | 加碼歷史 | 14,79914,745 | +54+0.4% | $292.2 萬$252.9 萬 | +$1.07 萬 | 1.7%1.6% | +0.13 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 23,98024,364 | −384−1.6% | $280.5 萬$259.9 萬 | −$4.49 萬 | 1.6%1.6% | +0.02 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 加碼– | 24,44824,203 | +245+1.0% | $276.2 萬$259.3 萬 | +$2.77 萬 | 1.6%1.6% | 0.00 |
| Dimensional ETF Trust25434V831 | 減碼– | 74,77378,102 | −3,329−4.3% | $254.8 萬$249.8 萬 | −$11.3 萬 | 1.5%1.5% | −0.07 |
| AMGNAmgen Inc | 減碼歷史 | 7,5287,572 | −44−0.6% | $242.6 萬$236.6 萬 | −$1.42 萬 | 1.4%1.5% | −0.05 |
| Vanguard Scottsdale FDS92206C102 | 減碼– | 40,97747,922 | −6,945−14.5% | $241.8 萬$277.9 萬 | −$41.0 萬 | 1.4%1.7% | −0.31 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 27,45726,426 | +1,031+3.9% | $232.1 萬$205.5 萬 | +$8.72 萬 | 1.4%1.3% | +0.08 |
| BACBank of America Corp | 加碼歷史 | 57,58056,966 | +614+1.1% | $228.5 萬$226.6 萬 | +$2.44 萬 | 1.3%1.4% | −0.07 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 4,7715,539 | −768−13.9% | $219.6 萬$225.3 萬 | −$35.3 萬 | 1.3%1.4% | −0.12 |
| USBUS Bancorp DE | 減碼歷史 | 43,36343,856 | −493−1.1% | $198.3 萬$174.1 萬 | −$2.25 萬 | 1.2%1.1% | +0.08 |
| PIMCO ETF Tr72201R866 | 加碼– | 35,43234,864 | +568+1.6% | $187.7 萬$181.5 萬 | +$3.01 萬 | 1.1%1.1% | −0.03 |
| HDHome Depot, Inc. | 減碼歷史 | 4,3454,373 | −28−0.6% | $176.1 萬$150.5 萬 | −$1.13 萬 | 1.0%0.9% | +0.09 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 減碼– | 6,5806,621 | −41−0.6% | $173.6 萬$160.3 萬 | −$1.08 萬 | 1.0%1.0% | +0.02 |
| QCOMQualcomm Inc | 減碼歷史 | 10,18210,296 | −114−1.1% | $173.1 萬$205.1 萬 | −$1.94 萬 | 1.0%1.3% | −0.26 |
| MDTMedtronic plc | 加碼歷史 | 19,21017,845 | +1,365+7.6% | $172.9 萬$140.5 萬 | +$12.3 萬 | 1.0%0.9% | +0.14 |
| VLOValero Energy Corp | 加碼歷史 | 12,12612,029 | +97+0.8% | $163.7 萬$188.6 萬 | +$1.31 萬 | 1.0%1.2% | −0.22 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 7,8697,762 | +107+1.4% | $155.9 萬$141.7 萬 | +$2.12 萬 | 0.9%0.9% | +0.03 |
| PIMCO ETF Tr72201R783 | 加碼– | 15,59710,556 | +5,041+47.8% | $148.9 萬$97.9 萬 | +$48.1 萬 | 0.9%0.6% | +0.26 |
| HONHoneywell International Inc | 加碼歷史 | 7,0526,163 | +889+14.4% | $145.8 萬$131.6 萬 | +$18.4 萬 | 0.8%0.8% | +0.03 |
| iShares Tr464288851 | 加碼– | 15,28614,725 | +561+3.8% | $139.8 萬$146.5 萬 | +$5.13 萬 | 0.8%0.9% | −0.09 |
| PGProcter & Gamble Co | 加碼歷史 | 8,0187,996 | +22+0.3% | $138.9 萬$131.9 萬 | +$3,810.34 | 0.8%0.8% | −0.01 |
| COPConocoPhillips | 加碼歷史 | 12,87010,908 | +1,962+18.0% | $135.5 萬$124.8 萬 | +$20.7 萬 | 0.8%0.8% | +0.02 |
| WMTWalmart Inc. | 減碼歷史 | 16,54317,866 | −1,323−7.4% | $133.6 萬$121.0 萬 | −$10.7 萬 | 0.8%0.8% | +0.03 |
| DELLDell Technologies Inc. | 加碼歷史 | 11,0512,756 | +8,295+301.0% | $131.0 萬$38.0 萬 | +$98.3 萬 | 0.8%0.2% | +0.53 |
| CRMSalesforce, Inc. | 加碼歷史 | 4,7064,124 | +582+14.1% | $128.8 萬$106.0 萬 | +$15.9 萬 | 0.8%0.7% | +0.09 |
| ETREntergy Corp | 不變歷史 | 9,6559,655 | 00.0% | $127.1 萬$103.3 萬 | $0 | 0.7%0.6% | +0.10 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 3,2353,366 | −131−3.9% | $124.2 萬$125.9 萬 | −$5.03 萬 | 0.7%0.8% | −0.06 |
| ANETArista Networks, Inc. | 不變歷史 | 3,2153,215 | 00.0% | $123.4 萬$112.7 萬 | $0 | 0.7%0.7% | +0.02 |
| CBChubb Ltd | 減碼歷史 | 4,0994,965 | −866−17.4% | $118.2 萬$126.6 萬 | −$25.0 萬 | 0.7%0.8% | −0.10 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 5,5185,986 | −468−7.8% | $116.4 萬$121.1 萬 | −$9.87 萬 | 0.7%0.8% | −0.07 |
| TSLATesla, Inc. | 減碼歷史 | 4,4265,458 | −1,032−18.9% | $115.8 萬$108.0 萬 | −$27.0 萬 | 0.7%0.7% | 0.00 |
| BAHBooz Allen Hamilton Holding Corp | 減碼歷史 | 6,7697,684 | −915−11.9% | $110.2 萬$118.3 萬 | −$14.9 萬 | 0.6%0.7% | −0.09 |
| WMBWilliams Companies, Inc. | 不變歷史 | 24,01324,013 | 00.0% | $109.6 萬$102.1 萬 | $0 | 0.6%0.6% | +0.01 |
| PGRProgressive Corp | 不變歷史 | 4,2964,296 | 00.0% | $109.0 萬$89.2 萬 | $0 | 0.6%0.6% | +0.08 |
| CWCurtiss Wright Corp | 不變歷史 | 3,2483,248 | 00.0% | $106.8 萬$88.0 萬 | $0 | 0.6%0.5% | +0.08 |
| iShares Russell 2000 ETF464287655 | 不變– | 4,7184,718 | 00.0% | $104.2 萬$95.7 萬 | $0 | 0.6%0.6% | +0.01 |
| Vanguard Real Estate ETF922908553 | 加碼– | 10,67610,419 | +257+2.5% | $104.0 萬$87.3 萬 | +$2.50 萬 | 0.6%0.5% | +0.06 |
| EMREmerson Electric Co | 加碼歷史 | 9,3348,953 | +381+4.3% | $102.1 萬$98.6 萬 | +$4.17 萬 | 0.6%0.6% | −0.02 |
| SOSouthern Co | 不變歷史 | 11,31911,319 | 00.0% | $102.1 萬$87.8 萬 | $0 | 0.6%0.5% | +0.05 |
| iShares MSCI USA Quality Factor ETF46432F339 | 減碼– | 5,6695,798 | −129−2.2% | $101.6 萬$99.0 萬 | −$2.31 萬 | 0.6%0.6% | −0.02 |
| PMPhilip Morris International Inc. | 不變歷史 | 8,2648,264 | 00.0% | $100.3 萬$83.7 萬 | $0 | 0.6%0.5% | +0.07 |
| PNWPinnacle West Capital Corp | 不變歷史 | 11,31111,311 | 00.0% | $100.2 萬$86.4 萬 | $0 | 0.6%0.5% | +0.05 |
| PANWPalo Alto Networks Inc | 加碼歷史 | 2,8582,556 | +302+11.8% | $97.7 萬$86.7 萬 | +$10.3 萬 | 0.6%0.5% | +0.03 |
| DEDeere & Co | 減碼歷史 | 2,3132,375 | −62−2.6% | $96.5 萬$88.7 萬 | −$2.59 萬 | 0.6%0.6% | +0.01 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 18,20423,010 | −4,806−20.9% | $96.1 萬$113.7 萬 | −$25.4 萬 | 0.6%0.7% | −0.15 |
| CVXChevron Corp | 加碼歷史 | 6,4636,461 | +20.0% | $95.2 萬$101.1 萬 | +$294.54 | 0.6%0.6% | −0.07 |
| SLBSLB Limited | 加碼歷史 | 22,61218,255 | +4,357+23.9% | $94.9 萬$86.1 萬 | +$18.3 萬 | 0.6%0.5% | +0.02 |
| Vanguard Admiral FDS Inc921932794 | 加碼– | 7,8797,866 | +13+0.2% | $94.4 萬$86.7 萬 | +$1,557.23 | 0.6%0.5% | +0.01 |
| NVONovo Nordisk A S | 加碼歷史 | 7,8617,836 | +25+0.3% | $93.6 萬$111.9 萬 | +$2,976.75 | 0.5%0.7% | −0.15 |
| NFLXNetflix Inc | 減碼歷史 | 1,2401,245 | −5−0.4% | $87.9 萬$84.0 萬 | −$3,546.35 | 0.5%0.5% | −0.01 |
| MCDMcDonalds Corp | 加碼歷史 | 2,8552,831 | +24+0.8% | $86.9 萬$72.1 萬 | +$7,308.24 | 0.5%0.4% | +0.06 |
| BURLBurlington Stores, Inc. | 不變歷史 | 3,2813,281 | 00.0% | $86.4 萬$78.7 萬 | $0 | 0.5%0.5% | +0.02 |
| AMATApplied Materials Inc | 減碼歷史 | 4,2754,416 | −141−3.2% | $86.4 萬$104.2 萬 | −$2.85 萬 | 0.5%0.6% | −0.14 |
| CHDChurch & Dwight Co Inc | 不變歷史 | 8,2388,238 | 00.0% | $86.3 萬$85.4 萬 | $0 | 0.5%0.5% | −0.03 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 15,98416,263 | −279−1.7% | $85.1 萬$77.3 萬 | −$1.48 萬 | 0.5%0.5% | +0.02 |
| Invesco Exch Traded FD Tr II46138E354 | 加碼– | 11,80211,795 | +7+0.1% | $84.7 萬$76.6 萬 | +$502.09 | 0.5%0.5% | +0.02 |
| CASYCaseys General Stores Inc | 減碼歷史 | 2,1732,314 | −141−6.1% | $81.6 萬$88.3 萬 | −$5.30 萬 | 0.5%0.5% | −0.07 |
| LKQLKQ Corp | 加碼歷史 | 20,22513,909 | +6,316+45.4% | $80.7 萬$57.8 萬 | +$25.2 萬 | 0.5%0.4% | +0.11 |
| iShares Russell Midcap ETF464287499 | 不變– | 9,0179,017 | 00.0% | $79.5 萬$73.1 萬 | $0 | 0.5%0.5% | +0.01 |
| MDYSPDR S&P Midcap 400 ETF Trust | 減碼歷史 | 1,3801,432 | −52−3.6% | $78.6 萬$76.6 萬 | −$2.96 萬 | 0.5%0.5% | −0.02 |
| GSKGSK plc | 減碼歷史 | 18,84721,241 | −2,394−11.3% | $77.0 萬$81.8 萬 | −$9.79 萬 | 0.4%0.5% | −0.06 |
| ENBEnbridge Inc | 不變歷史 | 18,33218,332 | 00.0% | $74.4 萬$65.2 萬 | $0 | 0.4%0.4% | +0.03 |
| BXBlackstone Inc. | 減碼歷史 | 4,8565,081 | −225−4.4% | $74.4 萬$62.9 萬 | −$3.45 萬 | 0.4%0.4% | +0.04 |
| RFRegions Financial Corp | 不變歷史 | 31,85531,855 | 00.0% | $74.3 萬$63.8 萬 | $0 | 0.4%0.4% | +0.04 |
| KOCoca Cola Co | 加碼歷史 | 10,21310,208 | +50.0% | $73.4 萬$65.0 萬 | +$359.3 | 0.4%0.4% | +0.02 |
| PYPLPayPal Holdings, Inc. | 加碼歷史 | 9,2268,730 | +496+5.7% | $72.0 萬$50.7 萬 | +$3.87 萬 | 0.4%0.3% | +0.11 |
| SHOPShopify Inc. | 加碼歷史 | 8,8497,939 | +910+11.5% | $70.9 萬$52.4 萬 | +$7.29 萬 | 0.4%0.3% | +0.09 |
| ETNEaton Corp plc | 加碼歷史 | 2,0462,015 | +31+1.5% | $67.8 萬$63.2 萬 | +$1.03 萬 | 0.4%0.4% | 0.00 |
| METAMeta Platforms, Inc. | 減碼歷史 | 1,1781,180 | −2−0.2% | $67.4 萬$59.5 萬 | −$1,145.16 | 0.4%0.4% | +0.02 |
| DISWalt Disney Co | 加碼歷史 | 6,9866,850 | +136+2.0% | $67.2 萬$68.0 萬 | +$1.31 萬 | 0.4%0.4% | −0.03 |
| ORCLOracle Corp | 加碼歷史 | 3,8433,840 | +3+0.1% | $65.5 萬$54.2 萬 | +$511.26 | 0.4%0.3% | +0.05 |
| LHLabcorp Holdings Inc. | 不變歷史 | 2,9142,914 | 00.0% | $65.1 萬$59.3 萬 | $0 | 0.4%0.4% | +0.01 |
| SCHWSchwab Charles Corp | 加碼歷史 | 10,0489,516 | +532+5.6% | $65.1 萬$70.1 萬 | +$3.45 萬 | 0.4%0.4% | −0.06 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 2,2622,242 | +20+0.9% | $64.0 萬$60.0 萬 | +$5,662.9 | 0.4%0.4% | 0.00 |
| UBERUber Technologies, Inc | 減碼歷史 | 8,4758,925 | −450−5.0% | $63.7 萬$64.9 萬 | −$3.38 萬 | 0.4%0.4% | −0.03 |
| HBANHuntington Bancshares Inc | 減碼歷史 | 42,67345,227 | −2,554−5.6% | $62.7 萬$59.6 萬 | −$3.75 萬 | 0.4%0.4% | 0.00 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 1,002992 | +10+1.0% | $62.0 萬$54.9 萬 | +$6,185.7 | 0.4%0.3% | +0.02 |
| AMTAmerican Tower Corp | 減碼歷史 | 2,6613,121 | −460−14.7% | $61.9 萬$60.7 萬 | −$10.7 萬 | 0.4%0.4% | −0.02 |
| MMM3M Co | 加碼歷史 | 4,4824,375 | +107+2.4% | $61.3 萬$44.7 萬 | +$1.46 萬 | 0.4%0.3% | +0.08 |
| Paramount Global92556H206 | 不變– | 56,53256,532 | 00.0% | $60.0 萬$58.7 萬 | $0 | 0.3%0.4% | −0.01 |
| MRKMerck & Co., Inc. | 加碼歷史 | 5,2585,206 | +52+1.0% | $59.7 萬$64.5 萬 | +$5,905.12 | 0.3%0.4% | −0.05 |
| MKCMcCormick & Co Inc | 加碼歷史 | 7,2556,207 | +1,048+16.9% | $59.7 萬$44.0 萬 | +$8.63 萬 | 0.3%0.3% | +0.07 |
| iShares Russell Mid-Cap Growth ETF464287481 | 不變– | 5,0865,086 | 00.0% | $59.7 萬$56.1 萬 | $0 | 0.3%0.3% | 0.00 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 4,9784,233 | +745+17.6% | $58.4 萬$48.7 萬 | +$8.73 萬 | 0.3%0.3% | +0.04 |
| iShares Tr464288695 | 加碼– | 6,2076,022 | +185+3.1% | $57.9 萬$51.1 萬 | +$1.73 萬 | 0.3%0.3% | +0.02 |
| iShares Tr464288687 | 減碼– | 17,10718,156 | −1,049−5.8% | $56.8 萬$57.3 萬 | −$3.49 萬 | 0.3%0.4% | −0.02 |
| VTRVentas, Inc. | 加碼歷史 | 8,7478,705 | +42+0.5% | $56.1 萬$44.6 萬 | +$2,693.55 | 0.3%0.3% | +0.05 |
| UHAL.BU-Haul Holding Co | 不變歷史 | 7,7087,708 | 00.0% | $55.5 萬$46.3 萬 | $0 | 0.3%0.3% | +0.04 |
| AVYAvery Dennison Corp | 不變歷史 | 2,5082,508 | 00.0% | $55.4 萬$54.8 萬 | $0 | 0.3%0.3% | −0.02 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。