Viawealth, LLC
- SEC CIK
- 0001965401
- 最新申報
- 2026/8/11
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/7 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 149
- 較 2024 年第 4 季 +4
- 總值
- $1.62 億
- 較 2024 年第 4 季 −$363.9 萬 (−2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GSITGsi Technology Inc | COM | 17,850 | $3.62 萬 | <0.1% | −27,000−60.2% | 減碼 | 歷史 |
| KSSKOHLS Corp | Stock | 12,125 | $9.92 萬 | 0.1% | −496−3.9% | 減碼 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 17,100 | $13.9 萬 | 0.1% | +3,100+22.1% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 1,969 | $21.0 萬 | 0.1% | −231−10.5% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,791 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 4,830 | $22.2 萬 | 0.1% | −105−2.1% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 4,944 | $22.4 萬 | 0.1% | −127−2.5% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 4,234 | $23.2 萬 | 0.1% | +50+1.2% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 926 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 1,052 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FCNFti Consulting, Inc | COM | 1,469 | $24.1 萬 | 0.1% | +1,469 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 13,458 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,146 | $25.4 萬 | 0.2% | −1,035−24.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 736 | $25.8 萬 | 0.2% | −27−3.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,525 | $25.9 萬 | 0.2% | +210+9.1% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,670 | $26.7 萬 | 0.2% | +107+6.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,593 | $28.4 萬 | 0.2% | +24+0.7% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 15,204 | $28.4 萬 | 0.2% | −2,880−15.9% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 528 | $28.8 萬 | 0.2% | +10+1.9% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,626 | $28.9 萬 | 0.2% | −550−17.3% | 減碼 | 歷史 |
| MGAMagna International Inc | COM | 9,180 | $31.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 561 | $31.4 萬 | 0.2% | +72+14.7% | 加碼 | 歷史 |
| SONSonoco Products Co | COM | 6,900 | $32.6 萬 | 0.2% | −355−4.9% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,409 | $32.9 萬 | 0.2% | 00.0% | 不變 | – |
| XYZBlock, Inc. | CL A | 6,117 | $33.2 萬 | 0.2% | +900+17.3% | 加碼 | 歷史 |
| HIHillenbrand, Inc. | COM | 14,113 | $34.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288695 | GLOBAL MATER ETF | 4,224 | $34.5 萬 | 0.2% | −1,774−29.6% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 11,337 | $34.8 萬 | 0.2% | −5,453−32.5% | 減碼 | – |
| NVSNovartis AG | ADR | 3,129 | $34.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,720 | $35.5 萬 | 0.2% | +91+5.6% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,734 | $36.3 萬 | 0.2% | +1,734 | 新進 | 歷史 |
| BABoeing Co | Stock | 2,138 | $36.5 萬 | 0.2% | +725+51.3% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 9,626 | $37.3 萬 | 0.2% | −4,864−33.6% | 減碼 | 歷史 |
| UHAL.BU-Haul Holding Co | COM SER N | 6,372 | $37.7 萬 | 0.2% | −789−11.0% | 減碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 4,104 | $38.4 萬 | 0.2% | −39−0.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,292 | $38.4 萬 | 0.2% | +2,292 | 新進 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,153 | $38.6 萬 | 0.2% | +452+26.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 411 | $38.9 萬 | 0.2% | −22−5.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,333 | $39.6 萬 | 0.2% | −510−13.3% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,780 | $40.6 萬 | 0.3% | −110−3.8% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,307 | $40.8 萬 | 0.3% | +33+2.6% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 2,393 | $42.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 14,516 | $42.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,912 | $42.8 萬 | 0.3% | −703−19.4% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 15,927 | $42.8 萬 | 0.3% | +15,927 | 新進 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 4,444 | $42.9 萬 | 0.3% | +125+2.9% | 加碼 | – |
| ASMLASML Holding NV | ADR | 707 | $46.8 萬 | 0.3% | +39+5.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 570 | $47.1 萬 | 0.3% | +44+8.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,856 | $47.9 萬 | 0.3% | −813−14.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,583 | $48.4 萬 | 0.3% | −38−2.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,504 | $49.4 萬 | 0.3% | −45−0.8% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 16,298 | $50.4 萬 | 0.3% | +11+0.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,019 | $50.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,255 | $50.9 萬 | 0.3% | +217+3.1% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 6,287 | $51.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,265 | $52.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,386 | $52.8 萬 | 0.3% | −750−6.7% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 8,286 | $54.1 萬 | 0.3% | −128−1.5% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 36,367 | $54.6 萬 | 0.3% | −1,613−4.2% | 減碼 | 歷史 |
| VTRVentas, Inc. | REIT | 7,940 | $54.6 萬 | 0.3% | −792−9.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,608 | $56.8 萬 | 0.4% | −101−3.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,108 | $57.3 萬 | 0.4% | +115+5.8% | 加碼 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 5,557 | $58.1 萬 | 0.4% | −671−10.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,032 | $58.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 8,120 | $59.2 萬 | 0.4% | −205−2.5% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 5,086 | $59.8 萬 | 0.4% | 00.0% | 不變 | – |
| FISFidelity National Information Services, Inc. | Stock | 8,011 | $59.8 萬 | 0.4% | +4,638+137.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,108 | $60.7 萬 | 0.4% | +2,108 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 2,680 | $62.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,303 | $63.3 萬 | 0.4% | +10.0% | 加碼 | – |
| BXBlackstone Inc. | COM | 4,678 | $65.4 萬 | 0.4% | −7−0.1% | 減碼 | 歷史 |
| RFRegions Financial Corp | COM | 30,470 | $66.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,173 | $67.6 萬 | 0.4% | +48+4.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,458 | $67.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 7,133 | $68.1 萬 | 0.4% | −966−11.9% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 10,031 | $69.7 萬 | 0.4% | +1,755+21.2% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 6,551 | $70.0 萬 | 0.4% | −44−0.7% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,325 | $70.7 萬 | 0.4% | −55−4.0% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,137 | $70.7 萬 | 0.4% | −608−12.8% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,299 | $71.8 萬 | 0.4% | −258−10.1% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 16,275 | $72.1 萬 | 0.4% | −161−1.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,223 | $73.0 萬 | 0.5% | +1,427+37.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,383 | $73.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,544 | $75.4 萬 | 0.5% | +4,544 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 9,017 | $76.7 萬 | 0.5% | 00.0% | 不變 | – |
| BURLBurlington Stores, Inc. | COM | 3,281 | $78.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,947 | $78.7 萬 | 0.5% | −771−16.3% | 減碼 | – |
| CASYCaseys General Stores Inc | COM | 1,845 | $80.1 萬 | 0.5% | −137−6.9% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 8,740 | $80.4 萬 | 0.5% | −1,423−14.0% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 7,414 | $81.3 萬 | 0.5% | −477−6.0% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 19,220 | $81.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 2,647 | $84.0 萬 | 0.5% | −227−7.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 11,284 | $84.3 萬 | 0.5% | −523−4.4% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 14,061 | $86.8 萬 | 0.5% | −300−2.1% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 7,899 | $87.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 3,436 | $89.0 萬 | 0.5% | −87−2.5% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 21,445 | $89.6 萬 | 0.6% | +680+3.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,320 | $90.8 萬 | 0.6% | −371−6.5% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 20,338 | $91.0 萬 | 0.6% | +20,338 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 10,275 | $93.0 萬 | 0.6% | −564−5.2% | 減碼 | – |
2024 年第 4 季之後清倉（4 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。