Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- 最新申報
- 2026/8/3
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/5 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 351
- 較 2024 年第 2 季 +51
- 總值
- $4.92 億
- 較 2024 年第 2 季 +$1.86 億 (+60.5%)
| 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 | 95,901 | $5,060 萬 | 10.3% | +58,126+153.9% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 471,144 | $2,220 萬 | 4.5% | +232,271+97.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 270,083 | $1,528 萬 | 3.1% | +159,973+145.3% | 加碼 | – |
| AMGNAmgen Inc | Stock | 40,853 | $1,316 萬 | 2.7% | −449−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 41,067 | $1,163 萬 | 2.4% | +39,157+2,050.1% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 386,079 | $1,140 萬 | 2.3% | +267,655+226.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 59,784 | $1,044 萬 | 2.1% | +24,199+68.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 59,178 | $1,025 萬 | 2.1% | +17,227+41.1% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 94,664 | $1,019 萬 | 2.1% | +61,622+186.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 23,117 | $994.7 萬 | 2.0% | +4,853+26.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,934 | $977.1 萬 | 2.0% | +13,372+46.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 75,970 | $922.6 萬 | 1.9% | +15,816+26.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 36,089 | $814.7 萬 | 1.7% | +22,212+160.1% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 104,721 | $710.5 萬 | 1.4% | +31,629+43.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 113,805 | $601.0 萬 | 1.2% | −11,866−9.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 30,746 | $572.9 萬 | 1.2% | +7,486+32.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,521 | $513.5 萬 | 1.0% | +641+6.5% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 108,434 | $511.9 萬 | 1.0% | +54,812+102.2% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 96,983 | $490.7 萬 | 1.0% | +56,413+139.1% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 112,965 | $466.3 萬 | 0.9% | +68,805+155.8% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 41,433 | $431.6 萬 | 0.9% | +15,963+62.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 7,245 | $414.8 萬 | 0.8% | +2,939+68.3% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 35,496 | $385.6 萬 | 0.8% | +16,295+84.9% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 124,422 | $350.2 萬 | 0.7% | +124,422 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 34,443 | $348.8 萬 | 0.7% | −4,426−11.4% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,850 | $339.8 萬 | 0.7% | +2,944+49.8% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 28,581 | $335.0 萬 | 0.7% | +16,757+141.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,036 | $310.3 萬 | 0.6% | +10,152+261.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 106,197 | $308.7 萬 | 0.6% | +56,097+112.0% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 93,796 | $306.4 萬 | 0.6% | +67,398+255.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,299 | $305.7 萬 | 0.6% | −8,897−62.7% | 減碼 | – |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 103,107 | $287.2 萬 | 0.6% | +11,178+12.2% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 34,136 | $285.9 萬 | 0.6% | +27,950+451.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,446 | $283.5 萬 | 0.6% | +2,717+25.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,052 | $278.6 萬 | 0.6% | +1,234+25.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 15,936 | $274.9 萬 | 0.6% | +816+5.4% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 75,323 | $258.3 萬 | 0.5% | +58,886+358.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,231 | $242.8 萬 | 0.5% | +1,098+35.0% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 18,404 | $232.4 萬 | 0.5% | +5,472+42.3% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 31,280 | $224.5 萬 | 0.5% | +2,047+7.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 27,479 | $221.9 萬 | 0.5% | +1,598+6.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,303 | $214.1 萬 | 0.4% | +12,607+221.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,609 | $210.5 萬 | 0.4% | +1,550+38.2% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 41,537 | $210.2 萬 | 0.4% | +33,008+387.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5,143 | $208.4 萬 | 0.4% | +1,059+25.9% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 27,661 | $207.9 萬 | 0.4% | +5,428+24.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,445 | $206.4 萬 | 0.4% | +2,685+27.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,256 | $204.9 萬 | 0.4% | +3,322+37.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 23,866 | $197.9 萬 | 0.4% | +288+1.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 7,527 | $196.9 萬 | 0.4% | +1,467+24.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,253 | $195.8 萬 | 0.4% | −3,363−29.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 47,509 | $195.4 萬 | 0.4% | −5,605−10.6% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,312 | $193.7 萬 | 0.4% | +1,724+108.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 24,372 | $193.6 萬 | 0.4% | +18,483+313.9% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 24,461 | $191.7 萬 | 0.4% | +7,752+46.4% | 加碼 | – |
| KOCoca Cola Co | Stock | 26,368 | $189.5 萬 | 0.4% | +18,797+248.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,588 | $189.3 萬 | 0.4% | +3,595+60.0% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,220 | $182.7 萬 | 0.4% | +1,156+5.2% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 38,406 | $180.4 萬 | 0.4% | +25,370+194.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 6,991 | $169.9 萬 | 0.3% | +2,510+56.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,892 | $167.6 萬 | 0.3% | +88+4.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 13,657 | $164.3 萬 | 0.3% | +2,078+17.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 19,359 | $163.6 萬 | 0.3% | +2,012+11.6% | 加碼 | – |
| CATCaterpillar Inc | Stock | 4,104 | $160.5 萬 | 0.3% | +2,101+104.9% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 30,888 | $159.1 萬 | 0.3% | +3,780+13.9% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 14,915 | $158.4 萬 | 0.3% | +1,475+11.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,014 | $146.1 萬 | 0.3% | +4,659+107.0% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 57,593 | $144.7 萬 | 0.3% | +5,852+11.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 61,641 | $144.6 萬 | 0.3% | −1,571−2.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,237 | $144.0 萬 | 0.3% | +1,054+25.2% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 16,091 | $141.3 萬 | 0.3% | +9,456+142.5% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 14,535 | $139.5 萬 | 0.3% | +14,535 | 新進 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 12,779 | $138.2 萬 | 0.3% | +12,779 | 新進 | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 30,749 | $132.9 萬 | 0.3% | +8,956+41.1% | 加碼 | – |
| COPConocoPhillips | Stock | 12,138 | $127.8 萬 | 0.3% | +6,317+108.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 3,840 | $127.3 萬 | 0.3% | +2,742+249.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 11,541 | $126.2 萬 | 0.3% | +266+2.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,347 | $125.2 萬 | 0.3% | +687+10.3% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 7,167 | $125.1 萬 | 0.3% | +2,678+59.7% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 9,682 | $124.1 萬 | 0.3% | +1,133+13.3% | 加碼 | – |
| iShares Tr46434V787 | YLD OPTIM BD | 52,938 | $121.3 萬 | 0.2% | +1,323+2.6% | 加碼 | – |
| DHRDanaher Corp | Stock | 4,349 | $120.9 萬 | 0.2% | +3,484+402.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 12,764 | $115.9 萬 | 0.2% | +793+6.6% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 24,349 | $114.0 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V175 | S&P SML600 GWT | 22,098 | $113.8 萬 | 0.2% | +22,098 | 新進 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 23,138 | $113.3 萬 | 0.2% | +430+1.9% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 24,903 | $113.3 萬 | 0.2% | +63+0.3% | 加碼 | – |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 32,393 | $112.1 萬 | 0.2% | +861+2.7% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 15,852 | $112.0 萬 | 0.2% | +10,978+225.2% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,925 | $108.8 萬 | 0.2% | −588−10.7% | 減碼 | – |
| RTXRTX Corp | Stock | 8,973 | $108.7 萬 | 0.2% | +896+11.1% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 18,790 | $108.7 萬 | 0.2% | +1,431+8.2% | 加碼 | – |
| AVBAvalonbay Communities Inc | COM | 4,718 | $106.3 萬 | 0.2% | +707+17.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,141 | $105.7 萬 | 0.2% | −304−12.4% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 21,213 | $105.4 萬 | 0.2% | +46+0.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,420 | $105.2 萬 | 0.2% | −1,448−5.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,700 | $105.2 萬 | 0.2% | −5−0.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,406 | $105.1 萬 | 0.2% | +963+17.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,071 | $104.8 萬 | 0.2% | +2,605+105.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,463 | $103.8 萬 | 0.2% | +3,251+268.2% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（23 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464289867 | CORE 60 BALA ETF | 21,218 | $119.5 萬 | 0.4% | – |
| ARMArm Holdings PLC | ADR | 2,780 | $45.5 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,138 | $45.5 萬 | 0.1% | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 3,758 | $37.2 萬 | 0.1% | – |
| iShares Tr464289859 | CORE 80 20 ETF | 4,550 | $34.0 萬 | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 1,926 | $33.9 萬 | 0.1% | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 5,141 | $28.7 萬 | 0.1% | – |
| NDAQNasdaq, Inc. | COM | 4,762 | $28.7 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 13,440 | $28.3 萬 | 0.1% | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 5,069 | $25.5 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,352 | $24.7 萬 | 0.1% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 634 | $24.3 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,164 | $24.2 萬 | 0.1% | – |
| Schwab U.S. REIT ETF808524847 | ETF | 12,026 | $24.0 萬 | 0.1% | – |
| EIXEdison International | Stock | 3,297 | $23.7 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 5,681 | $23.6 萬 | 0.1% | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,495 | $23.2 萬 | 0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,924 | $22.5 萬 | 0.1% | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 8,000 | $22.3 萬 | 0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 1,437 | $21.0 萬 | 0.1% | 歷史 |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 8,712 | $20.9 萬 | 0.1% | – |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 7,132 | $20.8 萬 | 0.1% | – |
| FANGDiamondback Energy, Inc. | Stock | 1,006 | $20.1 萬 | 0.1% | 歷史 |