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 |
|---|---|---|---|---|---|---|---|
| ANETArista Networks, Inc. | Stock | 12,525 | $97.0 萬 | 0.6% | +515+4.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,663 | $98.7 萬 | 0.6% | −57−2.1% | 減碼 | – |
| WMBWilliams Companies, Inc. | COM | 16,596 | $99.2 萬 | 0.6% | −924−5.3% | 減碼 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 10,438 | $99.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 2,149 | $100.9 萬 | 0.6% | −48−2.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 6,037 | $101.0 萬 | 0.6% | −64−1.0% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 12,152 | $103.9 萬 | 0.6% | −4,308−26.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,145 | $106.8 萬 | 0.7% | −70−5.8% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 3,536 | $106.8 萬 | 0.7% | −212−5.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,849 | $108.7 萬 | 0.7% | −714−9.4% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 12,513 | $114.1 萬 | 0.7% | +751+6.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,571 | $119.1 萬 | 0.7% | −1,356−9.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 4,239 | $120.0 萬 | 0.7% | −57−1.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,982 | $122.2 萬 | 0.8% | +5+0.1% | 加碼 | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 13,079 | $123.7 萬 | 0.8% | −1,045−7.4% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 7,297 | $124.4 萬 | 0.8% | −184−2.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,533 | $126.7 萬 | 0.8% | −1,218−15.7% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 4,930 | $132.3 萬 | 0.8% | −181−3.5% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 13,296 | $139.6 萬 | 0.9% | +311+2.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,302 | $142.9 萬 | 0.9% | −332−3.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,781 | $143.6 萬 | 0.9% | −548−7.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,941 | $144.5 萬 | 0.9% | −94−2.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 12,194 | $161.0 萬 | 1.0% | −99−0.8% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 27,859 | $163.5 萬 | 1.0% | −7,866−22.0% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 24,035 | $163.9 萬 | 1.0% | +24,035 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,377 | $164.9 萬 | 1.0% | −127−2.0% | 減碼 | – |
| MDTMedtronic plc | Stock | 19,010 | $170.8 萬 | 1.1% | +100+0.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 41,900 | $176.9 萬 | 1.1% | −425−1.0% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 19,705 | $184.6 萬 | 1.1% | +808+4.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,752 | $217.0 萬 | 1.3% | +23+0.1% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 43,069 | $222.0 萬 | 1.4% | +240+0.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,214 | $224.4 萬 | 1.4% | −181−4.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 55,313 | $230.8 萬 | 1.4% | −1,007−1.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,567 | $235.8 萬 | 1.5% | −27−0.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 71,636 | $237.4 萬 | 1.5% | −266−0.4% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 22,123 | $240.5 萬 | 1.5% | −2,325−9.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 17,978 | $278.0 萬 | 1.7% | −29−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,427 | $293.5 萬 | 1.8% | −1,475−8.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,447 | $302.7 萬 | 1.9% | −304−2.1% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 110,211 | $308.2 萬 | 1.9% | +18,706+20.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 17,711 | $393.4 萬 | 2.4% | −349−1.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,999 | $419.0 萬 | 2.6% | +757+10.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 24,408 | $422.8 萬 | 2.6% | −1,569−6.0% | 減碼 | – |
| GGGGraco Inc | COM | 53,308 | $445.2 萬 | 2.7% | −1,773−3.2% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 78,818 | $505.1 萬 | 3.1% | +9,109+13.1% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 69,823 | $570.9 萬 | 3.5% | +8,495+13.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,336 | $575.7 萬 | 3.6% | +156+1.0% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 58,568 | $598.4 萬 | 3.7% | −4,146−6.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 59,956 | $649.8 萬 | 4.0% | +244+0.4% | 加碼 | 歷史 |
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。