Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- 最新申報
- 2026/8/3
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 300
- 較 2024 年第 1 季 +77
- 總值
- $3.07 億
- 較 2024 年第 1 季 +$1.33 億 (+76.9%)
| 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 | 37,775 | $1,889 萬 | 6.2% | +11,331+42.8% | 加碼 | – |
| AMGNAmgen Inc | Stock | 41,302 | $1,290 萬 | 4.2% | +1,902+4.8% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 238,873 | $1,080 萬 | 3.5% | +97,478+68.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 18,264 | $816.3 萬 | 2.7% | +7,765+74.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 14,196 | $776.9 萬 | 2.5% | +11,286+387.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 60,154 | $743.1 萬 | 2.4% | +24,594+69.2% | 加碼依 10 比 1 拆股換算 | 歷史 |
| PGProcter & Gamble Co | Stock | 41,951 | $691.9 萬 | 2.3% | +38,620+1,159.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 125,671 | $621.1 萬 | 2.0% | +98,158+356.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 28,562 | $601.6 萬 | 2.0% | +14,304+100.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 110,110 | $583.0 萬 | 1.9% | +46,023+71.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 35,585 | $570.8 萬 | 1.9% | +23,189+187.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,880 | $473.4 萬 | 1.5% | +2,012+25.6% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 73,092 | $469.6 萬 | 1.5% | +1,824+2.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 23,260 | $449.5 萬 | 1.5% | +15,838+213.4% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 38,869 | $377.3 萬 | 1.2% | +22,523+137.8% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 33,042 | $338.0 萬 | 1.1% | +13,573+69.7% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 61,925 | $331.5 萬 | 1.1% | +55,207+821.8% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 118,424 | $325.0 萬 | 1.1% | +33,823+40.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,877 | $313.9 萬 | 1.0% | +4,814+53.1% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 25,470 | $256.8 萬 | 0.8% | +21,447+533.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,616 | $253.3 萬 | 0.8% | +9,951+597.7% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 53,622 | $243.4 萬 | 0.8% | +12,175+29.4% | 加碼 | – |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 91,929 | $242.9 萬 | 0.8% | +91,929 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 1,512 | $242.7 萬 | 0.8% | +788+108.8% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,072 | $240.2 萬 | 0.8% | +29,303+777.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,906 | $220.9 萬 | 0.7% | +5,906 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 4,306 | $217.1 萬 | 0.7% | +2,245+108.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,729 | $217.0 萬 | 0.7% | +3,551+49.5% | 加碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 40,570 | $205.5 萬 | 0.7% | +1,250+3.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 19,201 | $204.6 萬 | 0.7% | +3,719+24.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 53,114 | $204.1 萬 | 0.7% | +2,446+4.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,818 | $196.0 萬 | 0.6% | +2,207+84.5% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 29,233 | $195.8 萬 | 0.6% | +6,439+28.2% | 加碼 | – |
| INTCIntel Corp | Stock | 63,212 | $195.8 萬 | 0.6% | +51,175+425.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 23,578 | $188.9 萬 | 0.6% | +2,045+9.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 9,760 | $177.8 萬 | 0.6% | +6,867+237.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 25,881 | $175.2 萬 | 0.6% | +6,716+35.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,133 | $170.5 萬 | 0.6% | +1,699+118.5% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 22,064 | $169.2 萬 | 0.6% | +15,350+228.6% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 44,160 | $166.4 萬 | 0.5% | +15,724+55.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 8,934 | $163.9 萬 | 0.5% | +4,240+90.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,804 | $163.4 萬 | 0.5% | +1,031+133.4% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 22,233 | $156.3 萬 | 0.5% | +22,233 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,059 | $148.0 萬 | 0.5% | +1,163+40.2% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 12,932 | $145.2 萬 | 0.5% | +12,932 | 新進 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 27,413 | $142.6 萬 | 0.5% | +13,256+93.6% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,084 | $140.6 萬 | 0.5% | +1,956+91.9% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 13,440 | $140.5 萬 | 0.5% | −7,832−36.8% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 50,100 | $136.4 萬 | 0.4% | +11,599+30.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 11,824 | $136.1 萬 | 0.4% | +2,912+32.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,594 | $135.4 萬 | 0.4% | +2,626+88.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,347 | $134.9 萬 | 0.4% | +5,184+42.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 11,579 | $132.0 萬 | 0.4% | +332+3.0% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 27,108 | $128.6 萬 | 0.4% | +318+1.2% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 16,709 | $125.1 萬 | 0.4% | +16,709 | 新進 | – |
| EMREmerson Electric Co | Stock | 11,275 | $124.2 萬 | 0.4% | +11,275 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,037 | $123.1 萬 | 0.4% | +8,972+74.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 6,060 | $119.9 萬 | 0.4% | +2,159+55.3% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 21,218 | $119.5 萬 | 0.4% | +21,218 | 新進 | – |
| SGOLabrdn Gold ETF Trust | ETF | 51,741 | $115.0 萬 | 0.4% | +1,229+2.4% | 加碼 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 51,615 | $114.5 萬 | 0.4% | +4,042+8.5% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,513 | $111.9 萬 | 0.4% | +542+10.9% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 24,349 | $111.4 萬 | 0.4% | −200−0.8% | 減碼 | – |
| VVisa Inc. | Stock | 4,183 | $109.8 萬 | 0.4% | +1,211+40.7% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 22,708 | $109.3 萬 | 0.4% | +1,938+9.3% | 加碼 | – |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 31,532 | $108.5 萬 | 0.4% | +31,532 | 新進 | – |
| MAMastercard Inc | Stock | 2,445 | $107.9 萬 | 0.4% | +1,123+84.9% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 18,610 | $103.8 萬 | 0.3% | −323−1.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 5,993 | $102.8 萬 | 0.3% | +2,352+64.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 24,868 | $102.6 萬 | 0.3% | +1,505+6.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 20,121 | $102.1 萬 | 0.3% | +20,121 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,549 | $101.4 萬 | 0.3% | +2,182+34.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 24,840 | $101.2 萬 | 0.3% | −9,670−28.0% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 11,971 | $100.6 萬 | 0.3% | +249+2.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 4,481 | $96.3 萬 | 0.3% | +748+20.0% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 19,763 | $96.2 萬 | 0.3% | +19,763 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 17,359 | $94.6 萬 | 0.3% | +3,398+24.3% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,705 | $94.3 萬 | 0.3% | +1,705 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 6,660 | $94.0 萬 | 0.3% | +2,062+44.8% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 21,167 | $93.0 萬 | 0.3% | +4,862+29.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,326 | $91.8 萬 | 0.3% | +3,278+20.4% | 加碼 | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 8,892 | $89.0 萬 | 0.3% | +8,892 | 新進 | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 21,793 | $89.0 萬 | 0.3% | +21,793 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,443 | $88.3 萬 | 0.3% | +5,443 | 新進 | 歷史 |
| Schwab Strategic Tr808524649 | MUN BD ETF | 17,134 | $88.1 萬 | 0.3% | +17,134 | 新進 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 26,398 | $84.3 萬 | 0.3% | +11,571+78.0% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 10,724 | $84.0 萬 | 0.3% | +1,839+20.7% | 加碼 | – |
| AVBAvalonbay Communities Inc | COM | 4,011 | $83.0 萬 | 0.3% | +4,011 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 12,670 | $81.1 萬 | 0.3% | −1,493−10.5% | 減碼 | – |
| RTXRTX Corp | Stock | 8,077 | $81.1 萬 | 0.3% | +2,032+33.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,588 | $80.9 萬 | 0.3% | +669+72.8% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 6,662 | $79.5 萬 | 0.3% | +884+15.3% | 加碼 | – |
| BlackRock ETF Trust II092528207 | ISHAR INTER ETF | 33,689 | $79.3 萬 | 0.3% | +3,478+11.5% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 1,406 | $78.1 萬 | 0.3% | +835+146.2% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,489 | $77.0 萬 | 0.3% | +1,197+36.4% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,135 | $76.0 萬 | 0.2% | +3,285+115.3% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,555 | $74.2 萬 | 0.2% | +540+4.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 14,214 | $72.8 萬 | 0.2% | −290−2.0% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,391 | $71.2 萬 | 0.2% | +551+29.9% | 加碼 | – |
| NEENextera Energy Inc | Stock | 9,930 | $70.3 萬 | 0.2% | +3,936+65.7% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（12 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 6,764 | $49.1 萬 | 0.3% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,981 | $35.0 萬 | 0.2% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 6,819 | $34.3 萬 | 0.2% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,533 | $32.1 萬 | 0.2% | – |
| CVSCVS Health Corp | Stock | 3,486 | $27.8 萬 | 0.2% | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,531 | $26.1 萬 | 0.2% | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 5,929 | $24.4 萬 | 0.1% | – |
| WGOWinnebago Industries Inc | COM | 3,277 | $24.2 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 4,011 | $21.4 萬 | 0.1% | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 4,499 | $20.4 萬 | 0.1% | – |
| BBDBank Bradesco | SP ADR PFD NEW | 10,096 | $2.89 萬 | <0.1% | 歷史 |
| NVXNOVONIX Ltd | SPONSORED ADS | 10,330 | $2.31 萬 | <0.1% | 歷史 |