Viawealth, LLC
- SEC CIK
- 0001965401
- 最新申報
- 2026/8/11
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 157
- 較 2025 年第 2 季 +8
- 總值
- $1.83 億
- 較 2025 年第 2 季 +$1,393 萬 (+8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KSSKOHLS Corp | Stock | 12,588 | $19.3 萬 | 0.1% | −410−3.2% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 1,431 | $20.2 萬 | 0.1% | −72−4.8% | 減碼 | 歷史 |
| SONSonoco Products Co | COM | 4,769 | $20.5 萬 | 0.1% | −7−0.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 2,809 | $21.3 萬 | 0.1% | +55+2.0% | 加碼 | – |
| APAAPA Corp | Stock | 8,825 | $21.4 萬 | 0.1% | +8,825 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 886 | $21.6 萬 | 0.1% | +886 | 新進 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 13,450 | $21.6 萬 | 0.1% | −2,000−12.9% | 減碼 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 5,720 | $22.4 萬 | 0.1% | +5,720 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 734 | $22.4 萬 | 0.1% | +734 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 3,950 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 1,243 | $23.3 萬 | 0.1% | +1,243 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 13,702 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 965 | $23.8 萬 | 0.1% | −12−1.2% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 3,640 | $24.4 萬 | 0.1% | −894−19.7% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,791 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HRLHormel Foods Corp | COM | 10,397 | $25.7 萬 | 0.1% | −1,982−16.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 949 | $26.5 萬 | 0.1% | +949 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,419 | $27.3 萬 | 0.1% | −953−28.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,700 | $27.5 萬 | 0.2% | +275+19.3% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,557 | $29.1 萬 | 0.2% | +69+4.6% | 加碼 | 歷史 |
| UHAL.BU-Haul Holding Co | COM SER N | 5,760 | $29.3 萬 | 0.2% | −304−5.0% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 926 | $29.6 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 891 | $30.4 萬 | 0.2% | +126+16.5% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,586 | $30.5 萬 | 0.2% | −334−17.4% | 減碼 | 歷史 |
| HIHillenbrand, Inc. | COM | 11,900 | $32.2 萬 | 0.2% | +1,227+11.5% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 16,666 | $32.2 萬 | 0.2% | +232+1.4% | 加碼 | – |
| DISWalt Disney Co | Stock | 2,828 | $32.4 萬 | 0.2% | −577−16.9% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 7,572 | $32.7 萬 | 0.2% | −19−0.3% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,831 | $33.4 萬 | 0.2% | +199+12.2% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 2,067 | $33.5 萬 | 0.2% | −212−9.3% | 減碼 | 歷史 |
| iShares Tr464288695 | GLOBAL MATER ETF | 3,644 | $33.7 萬 | 0.2% | −897−19.8% | 減碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 2,416 | $34.6 萬 | 0.2% | +663+37.8% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 2,696 | $34.6 萬 | 0.2% | −267−9.0% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 2,475 | $35.0 萬 | 0.2% | +2,475 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,669 | $35.1 萬 | 0.2% | +246+5.6% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 5,017 | $36.3 萬 | 0.2% | −1,575−23.9% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 6,636 | $36.8 萬 | 0.2% | −4,320−39.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 562 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,505 | $37.8 萬 | 0.2% | +273+6.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 499 | $38.1 萬 | 0.2% | −61−10.9% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,824 | $39.1 萬 | 0.2% | −1,312−18.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 427 | $39.5 萬 | 0.2% | +15+3.6% | 加碼 | 歷史 |
| MGAMagna International Inc | COM | 8,489 | $40.2 萬 | 0.2% | −395−4.4% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,409 | $40.4 萬 | 0.2% | 00.0% | 不變 | – |
| TTDTrade Desk, Inc. | Stock | 8,490 | $41.6 萬 | 0.2% | +2,231+35.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 860 | $41.7 萬 | 0.2% | −159−15.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,920 | $42.4 萬 | 0.2% | −241−11.2% | 減碼 | 歷史 |
| FCNFti Consulting, Inc | COM | 2,689 | $43.5 萬 | 0.2% | +305+12.8% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,061 | $43.8 萬 | 0.2% | −147−6.7% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 14,550 | $44.4 萬 | 0.2% | +1,526+11.7% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 12,525 | $44.5 萬 | 0.2% | −989−7.3% | 減碼 | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 4,877 | $45.2 萬 | 0.2% | −3,259−40.1% | 減碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 4,095 | $45.2 萬 | 0.2% | −335−7.6% | 減碼 | – |
| MMM3M Co | Stock | 2,927 | $45.4 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 577 | $45.9 萬 | 0.3% | +48+9.1% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 7,207 | $47.5 萬 | 0.3% | −541−7.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,622 | $47.6 萬 | 0.3% | +75+4.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,706 | $48.1 萬 | 0.3% | −12−0.7% | 減碼 | – |
| BABoeing Co | Stock | 2,238 | $48.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 6,768 | $50.4 萬 | 0.3% | −159−2.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,287 | $52.2 萬 | 0.3% | +46+1.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,095 | $53.7 萬 | 0.3% | −886−9.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,899 | $53.8 萬 | 0.3% | +17+0.6% | 加碼 | 歷史 |
| VTRVentas, Inc. | REIT | 7,738 | $54.2 萬 | 0.3% | −178−2.2% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 32,267 | $55.7 萬 | 0.3% | −2,288−6.6% | 減碼 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 5,683 | $56.8 萬 | 0.3% | +272+5.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 592 | $57.3 萬 | 0.3% | −90−13.2% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,962 | $57.6 萬 | 0.3% | −632−17.6% | 減碼 | – |
| SCCOSouthern Copper Corp | Stock | 4,859 | $59.0 萬 | 0.3% | +408+9.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,014 | $61.2 萬 | 0.3% | −196−8.9% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 17,846 | $61.3 萬 | 0.3% | −484−2.6% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 7,108 | $62.3 萬 | 0.3% | −325−4.4% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 4,150 | $64.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,915 | $65.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 25,766 | $67.9 萬 | 0.4% | −2,298−8.2% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 2,418 | $69.4 萬 | 0.4% | −125−4.9% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 7,204 | $70.6 萬 | 0.4% | +336+4.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,156 | $70.8 萬 | 0.4% | +110+5.4% | 加碼 | – |
| ETNEaton Corp plc | Stock | 1,892 | $70.8 萬 | 0.4% | −151−7.4% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 5,086 | $72.4 萬 | 0.4% | 00.0% | 不變 | – |
| ENBEnbridge Inc | Stock | 14,545 | $73.4 萬 | 0.4% | −1,114−7.1% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 7,821 | $74.1 萬 | 0.4% | +50+0.6% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 6,100 | $74.3 萬 | 0.4% | −207−3.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,563 | $75.3 萬 | 0.4% | +2,423+23.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 10,536 | $77.4 萬 | 0.4% | +479+4.8% | 加碼 | – |
| PNWPinnacle West Capital Corp | COM | 8,650 | $77.6 萬 | 0.4% | −273−3.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 6,015 | $78.9 萬 | 0.4% | −1,172−16.3% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,325 | $79.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,880 | $79.2 萬 | 0.4% | −129−2.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,886 | $79.6 萬 | 0.4% | −43−1.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 8,380 | $80.0 萬 | 0.4% | −828−9.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 5,334 | $82.8 萬 | 0.5% | −395−6.9% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,485 | $84.0 萬 | 0.5% | +32+2.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,586 | $85.3 萬 | 0.5% | −53−2.0% | 減碼 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 3,381 | $86.0 萬 | 0.5% | +100+3.0% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 9,458 | $86.5 萬 | 0.5% | +75+0.8% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 32,101 | $86.5 萬 | 0.5% | +799+2.6% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 9,017 | $87.1 萬 | 0.5% | 00.0% | 不變 | – |
| CWCurtiss Wright Corp | Stock | 1,611 | $87.5 萬 | 0.5% | −897−35.8% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,618 | $87.5 萬 | 0.5% | −429−10.6% | 減碼 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $2,865 | – |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。