Viawealth, LLC
- SEC CIK
- 0001965401
- 最新申報
- 2026/8/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 149
- 較 2025 年第 1 季 0
- 總值
- $1.69 億
- 較 2025 年第 1 季 +$715.7 萬 (+4.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DEDeere & Co | Stock | 2,072 | $105.3 萬 | 0.6% | −77−3.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 4,043 | $107.9 萬 | 0.6% | −196−4.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 12,255 | $110.0 萬 | 0.7% | −1,041−7.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,540 | $113.4 萬 | 0.7% | +220+4.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,236 | $115.3 萬 | 0.7% | −61−0.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,003 | $117.4 萬 | 0.7% | −1,568−11.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,692 | $118.0 萬 | 0.7% | +29+1.1% | 加碼 | – |
| ORCLOracle Corp | Stock | 5,582 | $122.0 萬 | 0.7% | +359+6.9% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 2,508 | $122.5 萬 | 0.7% | −139−5.3% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,001 | $122.8 萬 | 0.7% | −532−8.1% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 4,043 | $123.2 萬 | 0.7% | +1,935+91.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,924 | $124.6 萬 | 0.7% | +488+14.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 22,149 | $130.2 萬 | 0.8% | −5,710−20.5% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 3,749 | $137.5 萬 | 0.8% | −192−4.9% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 13,890 | $142.1 萬 | 0.8% | +1,365+10.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,263 | $143.5 萬 | 0.8% | +333+6.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,294 | $146.6 萬 | 0.9% | −487−7.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,225 | $146.9 萬 | 0.9% | −77−0.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,090 | $147.6 萬 | 0.9% | +108+2.2% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 34,243 | $151.5 萬 | 0.9% | +13,905+68.4% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,152 | $154.3 萬 | 0.9% | +7+0.6% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 12,950 | $158.8 萬 | 0.9% | +437+3.5% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 12,572 | $169.0 萬 | 1.0% | +378+3.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,050 | $169.3 萬 | 1.0% | −327−5.1% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 37,813 | $171.1 萬 | 1.0% | −4,087−9.8% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 18,128 | $172.2 萬 | 1.0% | −1,577−8.0% | 減碼 | – |
| MDTMedtronic plc | Stock | 19,790 | $172.5 萬 | 1.0% | +780+4.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,138 | $199.3 萬 | 1.2% | −429−5.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,107 | $199.5 萬 | 1.2% | −107−2.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 57,604 | $204.8 萬 | 1.2% | −14,032−19.6% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 25,170 | $204.9 萬 | 1.2% | +1,135+4.7% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 18,978 | $208.0 萬 | 1.2% | −3,145−14.2% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 82,912 | $219.7 萬 | 1.3% | −27,299−24.8% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,777 | $227.1 萬 | 1.3% | +25+0.1% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 7,417 | $231.4 萬 | 1.4% | −582−7.3% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 46,496 | $238.8 萬 | 1.4% | +3,427+8.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 13,804 | $256.2 萬 | 1.5% | −643−4.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 55,499 | $262.6 萬 | 1.6% | +186+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,844 | $279.2 萬 | 1.7% | −2,134−11.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,285 | $335.3 萬 | 2.0% | −142−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 16,378 | $336.0 萬 | 2.0% | −1,333−7.5% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 67,934 | $344.8 萬 | 2.0% | +67,934 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 20,506 | $372.7 萬 | 2.2% | −3,902−16.0% | 減碼 | – |
| GGGGraco Inc | COM | 53,058 | $456.1 萬 | 2.7% | −250−0.5% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 70,396 | $466.6 萬 | 2.8% | −8,422−10.7% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 70,068 | $581.0 萬 | 3.4% | +245+0.4% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 59,025 | $594.4 萬 | 3.5% | +457+0.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,342 | $763.1 萬 | 4.5% | +60.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 59,011 | $932.3 萬 | 5.5% | −945−1.6% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LHXL3HARRIS Technologies, Inc. | Stock | 1,734 | $36.3 萬 | 0.2% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 11,337 | $34.8 萬 | 0.2% | – |
| UPSUnited Parcel Service Inc | Stock | 2,626 | $28.9 萬 | 0.2% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,593 | $28.4 萬 | 0.2% | – |
| VZVerizon Communications Inc | Stock | 4,944 | $22.4 萬 | 0.1% | 歷史 |
| GSITGsi Technology Inc | COM | 17,850 | $3.62 萬 | <0.1% | 歷史 |