Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- 最新申報
- 2026/8/3
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/13 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 223
- 較 2023 年第 4 季 +66
- 總值
- $1.73 億
- 較 2023 年第 4 季 +$7,047 萬 (+68.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 26,444 | $1,271 萬 | 7.3% | +14,681+124.8% | 加碼 | – |
| AMGNAmgen Inc | Stock | 39,400 | $1,120 萬 | 6.5% | +103+0.3% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 141,395 | $644.6 萬 | 3.7% | +82,049+138.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 71,268 | $442.3 萬 | 2.5% | −2,396−3.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 10,499 | $441.7 萬 | 2.5% | +2,046+24.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,868 | $349.3 萬 | 2.0% | +1,574+25.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 64,087 | $338.8 萬 | 2.0% | +22,438+53.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,556 | $321.3 萬 | 1.9% | +1,039+41.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 14,258 | $244.5 萬 | 1.4% | +5,093+55.6% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 84,601 | $238.8 萬 | 1.4% | +36,736+76.7% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 21,272 | $222.8 萬 | 1.3% | +13,550+175.5% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 19,469 | $202.1 萬 | 1.2% | +8,397+75.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 12,396 | $201.9 萬 | 1.2% | +12,396 | 新進 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 39,320 | $199.3 萬 | 1.1% | +20,572+109.7% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 50,668 | $197.7 萬 | 1.1% | +18,712+58.6% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 41,447 | $189.0 萬 | 1.1% | +18,790+82.9% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,063 | $188.8 萬 | 1.1% | +6,629+272.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,482 | $166.6 萬 | 1.0% | +12,646+445.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,346 | $160.1 萬 | 0.9% | +3,825+30.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 21,533 | $157.5 萬 | 0.9% | +14,978+228.5% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 22,794 | $153.6 萬 | 0.9% | +15,054+194.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,910 | $153.0 萬 | 0.9% | +2,910 | 新進 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 34,510 | $145.7 萬 | 0.8% | +1,007+3.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,178 | $143.8 萬 | 0.8% | +3,292+84.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 27,513 | $138.0 萬 | 0.8% | +10,008+57.2% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 13,721 | $136.4 萬 | 0.8% | −5,080−27.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,422 | $133.9 萬 | 0.8% | +1,286+21.0% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 26,790 | $131.9 萬 | 0.8% | +4,465+20.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 11,247 | $129.2 萬 | 0.7% | +2,947+35.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 19,165 | $115.3 萬 | 0.7% | +14,836+342.7% | 加碼依 3 比 1 拆股換算 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 24,549 | $114.1 萬 | 0.7% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,611 | $109.8 萬 | 0.6% | +724+38.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 38,501 | $107.6 萬 | 0.6% | +16,002+71.1% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 50,512 | $107.3 萬 | 0.6% | +26,800+113.0% | 加碼 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 47,573 | $106.4 萬 | 0.6% | +33,398+235.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,971 | $104.5 萬 | 0.6% | +1,392+38.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,912 | $103.6 萬 | 0.6% | +1,898+27.1% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 28,436 | $102.9 萬 | 0.6% | +11,582+68.7% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 11,722 | $100.4 萬 | 0.6% | +243+2.1% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20,770 | $100.1 萬 | 0.6% | +9,938+91.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,061 | $100.1 萬 | 0.6% | +683+49.6% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,421 | $98.3 萬 | 0.6% | +19,421 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,163 | $98.1 萬 | 0.6% | +4,642+61.7% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 23,363 | $98.0 萬 | 0.6% | −564−2.4% | 減碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 18,933 | $97.7 萬 | 0.6% | +18,933 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,896 | $97.6 萬 | 0.6% | +211+7.9% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 724 | $96.0 萬 | 0.6% | +487+205.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 14,163 | $87.1 萬 | 0.5% | −1,362−8.8% | 減碼 | – |
| VVisa Inc. | Stock | 2,972 | $82.9 萬 | 0.5% | +702+30.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,128 | $81.6 萬 | 0.5% | +703+49.3% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 13,961 | $81.1 萬 | 0.5% | +1,478+11.8% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 16,048 | $80.1 萬 | 0.5% | +4,252+36.0% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,367 | $77.0 萬 | 0.4% | +6,367 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 3,733 | $76.8 萬 | 0.4% | +32+0.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,434 | $75.0 萬 | 0.4% | +675+88.9% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 14,504 | $74.4 萬 | 0.4% | +8,288+133.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,968 | $74.2 萬 | 0.4% | +1,650+125.2% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 14,157 | $73.8 萬 | 0.4% | −2,958−17.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,065 | $73.3 萬 | 0.4% | +8,225+214.2% | 加碼依 5 比 1 拆股換算 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,015 | $73.1 萬 | 0.4% | −601−4.4% | 減碼 | – |
| BlackRock ETF Trust II092528207 | ISHAR INTER ETF | 30,211 | $71.8 萬 | 0.4% | +30,211 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 4,694 | $71.5 萬 | 0.4% | +2,201+88.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,885 | $71.0 萬 | 0.4% | +646+7.8% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,633 | $69.4 萬 | 0.4% | +508+16.3% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 11,915 | $69.0 萬 | 0.4% | −1,511−11.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,901 | $68.6 萬 | 0.4% | +468+13.6% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 16,305 | $68.5 萬 | 0.4% | +9,041+124.5% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 5,778 | $66.4 萬 | 0.4% | +978+20.4% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,641 | $66.3 萬 | 0.4% | +1,346+58.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 15,364 | $66.1 萬 | 0.4% | +6,749+78.3% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,775 | $65.0 萬 | 0.4% | +154+9.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,322 | $63.7 萬 | 0.4% | +313+31.0% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,812 | $63.6 萬 | 0.4% | −2,337−23.0% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 19,423 | $63.5 萬 | 0.4% | +19,423 | 新進 | – |
| LLYEli Lilly & Co | Stock | 773 | $60.2 萬 | 0.3% | +269+53.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,799 | $60.1 萬 | 0.3% | +1,629+75.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 6,045 | $59.0 萬 | 0.3% | +6,045 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 4,598 | $57.8 萬 | 0.3% | +2,137+86.8% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,441 | $57.6 萬 | 0.3% | 00.0% | 不變 | – |
| SMCISuper Micro Computer, Inc. | COM | 548 | $55.3 萬 | 0.3% | +548 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,331 | $54.0 萬 | 0.3% | +1,284+62.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 19,443 | $54.0 萬 | 0.3% | +93+0.5% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,205 | $53.7 萬 | 0.3% | −463−6.9% | 減碼 | – |
| COPConocoPhillips | Stock | 4,214 | $53.6 萬 | 0.3% | −93−2.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 12,037 | $53.2 萬 | 0.3% | +287+2.4% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,840 | $53.0 萬 | 0.3% | +236+14.7% | 加碼 | – |
| DPZDominos Pizza Inc | COM | 1,043 | $51.8 萬 | 0.3% | +1,043 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 11,408 | $51.6 萬 | 0.3% | +11,408 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,714 | $51.5 萬 | 0.3% | +399+6.3% | 加碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,292 | $51.3 萬 | 0.3% | +3,292 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 23,607 | $49.9 萬 | 0.3% | −10,411−30.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,905 | $49.5 萬 | 0.3% | −64−3.3% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,764 | $49.1 萬 | 0.3% | +2,780+69.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,188 | $48.8 萬 | 0.3% | −306−2.7% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,707 | $48.4 萬 | 0.3% | −584−11.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,159 | $47.6 萬 | 0.3% | +102+1.7% | 加碼 | – |
| DISWalt Disney Co | Stock | 3,888 | $47.6 萬 | 0.3% | −446−10.3% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,882 | $47.5 萬 | 0.3% | −226−10.7% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,290 | $47.4 萬 | 0.3% | +219+5.4% | 加碼 | – |
| UANCVR Partners, LP | COM | 5,917 | $46.5 萬 | 0.3% | +5,917 | 新進 | 歷史 |
2023 年第 4 季之後清倉（5 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V647 | GLOBAL REIT ETF | 11,539 | $27.9 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 5,715 | $23.8 萬 | 0.2% | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 5,340 | $20.8 萬 | 0.2% | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 4,104 | $20.2 萬 | 0.2% | 歷史 |
| BXBlackstone Inc. | COM | 1,539 | $20.1 萬 | 0.2% | 歷史 |