Premier Path Wealth Partners, LLC
- SEC CIK
- 0001999925
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 400
- 較 2026 年第 1 季 +2
- 總值
- $8.70 億
- 較 2026 年第 1 季 +$1.02 億 (+13.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVXLAnavex Life Sciences Corp. | COM NEW | 10,000 | $2.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 30,000 | $14.4 萬 | <0.1% | −10,000−25.0% | 減碼 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 14,000 | $15.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 10,106 | $20.1 萬 | <0.1% | −724−6.7% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,502 | $20.2 萬 | <0.1% | +1,502 | 新進 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,360 | $20.7 萬 | <0.1% | +2,360 | 新進 | – |
| DLTRDollar Tree, Inc. | COM | 1,723 | $20.8 萬 | <0.1% | +1,723 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 1,374 | $20.9 萬 | <0.1% | −21−1.5% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 1,454 | $21.2 萬 | <0.1% | −7−0.5% | 減碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 1,223 | $21.3 萬 | <0.1% | +1,223 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 5,044 | $21.5 萬 | <0.1% | −4,070−44.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 1,694 | $21.7 萬 | <0.1% | +1,694 | 新進 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 3,712 | $21.9 萬 | <0.1% | −375−9.2% | 減碼 | – |
| UALUnited Airlines Holdings, Inc. | COM | 1,635 | $22.2 萬 | <0.1% | +1,635 | 新進 | 歷史 |
| CIENCiena Corp | COM NEW | 456 | $22.4 萬 | <0.1% | +456 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 3,231 | $22.6 萬 | <0.1% | +3,231 | 新進 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 5,800 | $23.1 萬 | <0.1% | 00.0% | 不變 | – |
| DRIDarden Restaurants Inc | COM | 1,129 | $23.3 萬 | <0.1% | −62−5.2% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,656 | $23.7 萬 | <0.1% | −10−0.6% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 1,343 | $23.7 萬 | <0.1% | +1,343 | 新進 | 歷史 |
| INVHInvitation Homes Inc. | COM | 8,068 | $24.4 萬 | <0.1% | +8,068 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 5,900 | $24.4 萬 | <0.1% | +5,900 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 472 | $24.8 萬 | <0.1% | −82−14.8% | 減碼 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,481 | $25.3 萬 | <0.1% | +1,481 | 新進 | 歷史 |
| AONAon plc | CL A | 767 | $25.4 萬 | <0.1% | +22+3.0% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,869 | $25.7 萬 | <0.1% | −10−0.5% | 減碼 | – |
| ARESAres Management Corp | CL A COM STK | 2,345 | $26.1 萬 | <0.1% | −213−8.3% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 6,783 | $26.3 萬 | <0.1% | −2,102−23.7% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 2,438 | $27.0 萬 | <0.1% | −65−2.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,773 | $27.0 萬 | <0.1% | +17+1.0% | 加碼 | – |
| XYLXylem Inc. | COM | 2,333 | $27.6 萬 | <0.1% | −304−11.5% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,116 | $27.9 萬 | <0.1% | −36−3.1% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,416 | $28.2 萬 | <0.1% | −165−6.4% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 3,532 | $28.4 萬 | <0.1% | −351−9.0% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,077 | $28.4 萬 | <0.1% | −742−26.3% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 1,657 | $28.5 萬 | <0.1% | −46−2.7% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,226 | $28.9 萬 | <0.1% | −63−2.8% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 5,659 | $29.3 萬 | <0.1% | +24+0.4% | 加碼 | – |
| EXCExelon Corp | Stock | 6,298 | $29.4 萬 | <0.1% | +95+1.5% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 971 | $29.4 萬 | <0.1% | +971 | 新進 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 6,617 | $29.8 萬 | <0.1% | +6,617 | 新進 | 歷史 |
| APOApollo Global Management, Inc. | COM | 2,532 | $30.0 萬 | <0.1% | −110−4.2% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 1,562 | $30.4 萬 | <0.1% | −151−8.8% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 1,400 | $31.4 萬 | <0.1% | −10−0.7% | 減碼 | 歷史 |
| VTRVentas, Inc. | REIT | 3,550 | $31.5 萬 | <0.1% | +42+1.2% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 507 | $31.6 萬 | <0.1% | −160−24.0% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 11,265 | $31.9 萬 | <0.1% | −2,363−17.3% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,230 | $32.0 萬 | <0.1% | +1,230 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,514 | $32.0 萬 | <0.1% | −58−1.6% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 2,641 | $32.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,589 | $32.3 萬 | <0.1% | +961+20.8% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 3,877 | $32.4 萬 | <0.1% | −341−8.1% | 減碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 4,781 | $32.5 萬 | <0.1% | +96+2.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 442 | $32.5 萬 | <0.1% | 00.0% | 不變 | – |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 18,265 | $32.8 萬 | <0.1% | −2,000−9.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,053 | $32.8 萬 | <0.1% | −104−3.3% | 減碼 | 歷史 |
| PKEPark Aerospace Corp | COM | 8,647 | $33.0 萬 | <0.1% | −7,036−44.9% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 195 | $33.1 萬 | <0.1% | −31−13.7% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 3,111 | $33.3 萬 | <0.1% | −484−13.5% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,403 | $33.4 萬 | <0.1% | +148+11.8% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 4,575 | $33.6 萬 | <0.1% | +122+2.7% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 2,888 | $33.9 萬 | <0.1% | −238−7.6% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1,014 | $34.0 萬 | <0.1% | +125+14.1% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 2,696 | $34.1 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 4,577 | $34.1 萬 | <0.1% | −714−13.5% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,784 | $34.2 萬 | <0.1% | −96−2.5% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,445 | $34.3 萬 | <0.1% | −22−1.5% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 1,557 | $34.4 萬 | <0.1% | −417−21.1% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 8,169 | $34.6 萬 | <0.1% | +385+4.9% | 加碼 | – |
| CCICrown Castle Inc. | REIT | 4,581 | $34.7 萬 | <0.1% | +1,345+41.6% | 加碼 | 歷史 |
| GMRSGMR Solutions Inc. | COM CL A | 22,500 | $34.8 萬 | <0.1% | +22,500 | 新進 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,472 | $35.0 萬 | <0.1% | −16−1.1% | 減碼 | 歷史 |
| RFRegions Financial Corp | COM | 11,885 | $35.9 萬 | <0.1% | +2,614+28.2% | 加碼 | 歷史 |
| SRESempra | Stock | 3,883 | $36.0 萬 | <0.1% | +171+4.6% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,418 | $36.1 萬 | <0.1% | −293−17.1% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,889 | $36.7 萬 | <0.1% | −1,177−38.4% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 856 | $36.9 萬 | <0.1% | +856 | 新進 | 歷史 |
| NTAPNetApp, Inc. | Stock | 2,389 | $37.0 萬 | <0.1% | −122−4.9% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 4,297 | $37.0 萬 | <0.1% | −1,810−29.6% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 4,625 | $37.2 萬 | <0.1% | −2,658−36.5% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,232 | $37.6 萬 | <0.1% | +9+0.2% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 4,351 | $37.8 萬 | <0.1% | −1,131−20.6% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 7,742 | $38.0 萬 | <0.1% | −2,918−27.4% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 1,296 | $38.2 萬 | <0.1% | +52+4.2% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 28,513 | $38.4 萬 | <0.1% | −5,822−17.0% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 4,022 | $38.4 萬 | <0.1% | −1,280−24.1% | 減碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 14,408 | $38.4 萬 | <0.1% | −7,507−34.3% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 1,215 | $38.7 萬 | <0.1% | −125−9.3% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 280 | $38.7 萬 | <0.1% | +6+2.2% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 1,607 | $38.9 萬 | <0.1% | +18+1.1% | 加碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 17,519 | $39.0 萬 | <0.1% | −7,690−30.5% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 16,613 | $39.2 萬 | <0.1% | −8,100−32.8% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 5,222 | $39.7 萬 | <0.1% | +1,310+33.5% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 2,514 | $39.9 萬 | <0.1% | −2,107−45.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,406 | $40.0 萬 | <0.1% | −2,514−36.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,799 | $40.1 萬 | <0.1% | −69−3.7% | 減碼 | 歷史 |
| KRKroger Co | Stock | 7,226 | $40.1 萬 | <0.1% | +289+4.2% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 14,238 | $40.1 萬 | <0.1% | +2,059+16.9% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 19,188 | $40.9 萬 | <0.1% | −13,944−42.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,158 | $41.1 萬 | <0.1% | −393−15.4% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（18 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 33,612 | $570.3 萬 | 0.7% | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 15,557 | $156.6 萬 | 0.2% | – |
| HONHoneywell International Inc | COM | 5,993 | $135.5 萬 | 0.2% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 2,400 | $31.5 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 6,191 | $28.0 萬 | <0.1% | 歷史 |
| PTCPTC Inc. | Stock | 1,948 | $27.8 萬 | <0.1% | 歷史 |
| AZOAutoZone Inc | COM | 72 | $24.4 萬 | <0.1% | 歷史 |
| STESTERIS plc | SHS USD | 1,075 | $23.8 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,197 | $23.5 萬 | <0.1% | 歷史 |
| LENLennar Corp | CL A | 2,668 | $23.2 萬 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,307 | $22.8 萬 | <0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,025 | $22.4 萬 | <0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 1,086 | $22.1 萬 | <0.1% | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 3,059 | $21.6 萬 | <0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,882 | $21.5 萬 | <0.1% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,202 | $21.1 萬 | <0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,220 | $20.8 萬 | <0.1% | 歷史 |
| VLYValley National Bancorp | COM | 10,669 | $13.1 萬 | <0.1% | 歷史 |