Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- 最新申報
- 2026/8/3
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 450
- 較 2024 年第 3 季 +99
- 總值
- $8.32 億
- 較 2024 年第 3 季 +$3.39 億 (+68.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 642,405 | $8,627 萬 | 10.4% | +566,435+745.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 119,550 | $6,441 萬 | 7.7% | +23,649+24.7% | 加碼 | – |
| Spinnaker ETF Series84858T202 | UVA UNCONSTRAIND | 1,591,336 | $3,391 萬 | 4.1% | +1,591,336 | 新進 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 640,148 | $2,893 萬 | 3.5% | +169,004+35.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 113,136 | $2,833 萬 | 3.4% | +71,202+169.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 45,960 | $1,937 萬 | 2.3% | +22,843+98.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 332,630 | $1,905 萬 | 2.3% | +62,547+23.2% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 513,185 | $1,391 萬 | 1.7% | +127,106+32.9% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 126,267 | $1,223 萬 | 1.5% | +31,603+33.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 72,799 | $1,220 萬 | 1.5% | +13,621+23.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 54,793 | $1,202 萬 | 1.4% | +24,047+78.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 69,146 | $1,171 萬 | 1.4% | +9,362+15.7% | 加碼 | – |
| AMGNAmgen Inc | Stock | 42,940 | $1,119 萬 | 1.3% | +2,087+5.1% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 429,816 | $1,077 萬 | 1.3% | +372,223+646.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46,011 | $1,070 萬 | 1.3% | +9,922+27.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 36,095 | $1,046 萬 | 1.3% | −4,972−12.1% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 347,915 | $969.6 萬 | 1.2% | +182,183+109.9% | 加碼依 4 比 1 拆股換算 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 395,770 | $917.4 萬 | 1.1% | +81,607+26.0% | 加碼依 3 比 1 拆股換算 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 68,962 | $734.8 萬 | 0.9% | +33,466+94.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 35,041 | $663.3 萬 | 0.8% | +22,596+181.6% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 140,468 | $636.9 萬 | 0.8% | +32,034+29.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,531 | $589.5 萬 | 0.7% | +1,010+9.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 215,101 | $587.7 萬 | 0.7% | +157,024+270.4% | 加碼依 3 比 1 拆股換算 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 113,487 | $572.8 萬 | 0.7% | +16,504+17.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 29,850 | $568.5 萬 | 0.7% | +17,594+143.6% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 147,246 | $565.0 萬 | 0.7% | +34,281+30.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 111,850 | $534.9 萬 | 0.6% | −1,955−1.7% | 減碼 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 109,228 | $525.4 萬 | 0.6% | +109,228 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,388 | $513.9 萬 | 0.6% | +13,135+159.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,671 | $483.7 萬 | 0.6% | +4,619+76.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,072 | $472.6 萬 | 0.6% | +827+11.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,566 | $469.0 萬 | 0.6% | +6,120+45.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 18,537 | $429.8 萬 | 0.5% | +2,601+16.3% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 42,488 | $411.7 萬 | 0.5% | +8,045+23.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,783 | $399.3 萬 | 0.5% | +1,484+28.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,781 | $397.4 萬 | 0.5% | +2,550+60.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 16,368 | $396.3 萬 | 0.5% | +9,377+134.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,403 | $386.0 萬 | 0.5% | +553+6.2% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 124,996 | $370.0 萬 | 0.4% | +31,200+33.3% | 加碼 | – |
| TSLATesla, Inc. | Stock | 9,015 | $364.1 萬 | 0.4% | +1,488+19.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 138,762 | $363.4 萬 | 0.4% | +32,565+30.7% | 加碼 | – |
| VVisa Inc. | Stock | 10,936 | $345.6 萬 | 0.4% | +5,699+108.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,378 | $326.8 萬 | 0.4% | +1,797+6.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,060 | $320.6 萬 | 0.4% | +7,858+245.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,444 | $315.5 萬 | 0.4% | +2,410+233.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,728 | $315.0 萬 | 0.4% | +8,140+84.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,922 | $311.8 萬 | 0.4% | +3,781+176.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,127 | $310.6 萬 | 0.4% | +91+0.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 33,893 | $306.2 萬 | 0.4% | +6,414+23.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 33,654 | $295.8 萬 | 0.4% | +9,788+41.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 3,767 | $290.8 萬 | 0.3% | +1,875+99.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,187 | $279.6 萬 | 0.3% | +2,044+39.7% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 53,644 | $268.9 萬 | 0.3% | +42,488+380.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,246 | $267.8 萬 | 0.3% | +4,943+27.0% | 加碼 | – |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 105,237 | $265.3 萬 | 0.3% | +2,130+2.1% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 59,092 | $265.1 萬 | 0.3% | +54,769+1,266.9% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 111,166 | $263.2 萬 | 0.3% | +17,326+18.5% | 加碼依 3 比 1 拆股換算 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 95,820 | $251.0 萬 | 0.3% | −28,602−23.0% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 16,851 | $243.7 萬 | 0.3% | +7,837+86.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 22,477 | $237.6 萬 | 0.3% | +4,073+22.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,770 | $231.7 萬 | 0.3% | +161+2.9% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 50,006 | $231.5 萬 | 0.3% | +11,600+30.2% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 20,240 | $228.9 萬 | 0.3% | +11,634+135.2% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 28,056 | $224.4 萬 | 0.3% | +28,056 | 新進 | – |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 118,069 | $221.3 萬 | 0.3% | +118,069 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 4,352 | $220.2 萬 | 0.3% | +1,040+31.4% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 27,020 | $216.9 萬 | 0.3% | −7,116−20.8% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 61,356 | $212.2 萬 | 0.3% | −13,967−18.5% | 減碼 | – |
| CVXChevron Corp | Stock | 14,155 | $205.0 萬 | 0.2% | +8,398+145.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 32,310 | $201.2 萬 | 0.2% | +5,942+22.5% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 29,075 | $199.0 萬 | 0.2% | +1,414+5.1% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 26,402 | $197.3 萬 | 0.2% | +1,941+7.9% | 加碼 | – |
| INTUIntuit Inc. | Stock | 3,041 | $191.1 萬 | 0.2% | +1,685+124.3% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 101,337 | $187.5 萬 | 0.2% | +6,319+6.7% | 加碼依 2 比 1 拆股換算 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 50,149 | $186.2 萬 | 0.2% | +50,149 | 新進 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 64,856 | $185.9 萬 | 0.2% | +64,856 | 新進 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 7,860 | $184.9 萬 | 0.2% | +7,860 | 新進 | – |
| PANWPalo Alto Networks Inc | Stock | 9,938 | $180.8 萬 | 0.2% | +6,158+162.9% | 加碼依 2 比 1 拆股換算 | 歷史 |
| Alps ETF Tr00162Q783 | STRATEGIC INCOME | 77,873 | $180.1 萬 | 0.2% | +77,873 | 新進 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 18,029 | $179.5 萬 | 0.2% | +9,120+102.4% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,138 | $178.8 萬 | 0.2% | −82−0.4% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 16,864 | $177.9 萬 | 0.2% | +1,949+13.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 13,907 | $177.4 萬 | 0.2% | +4,225+43.6% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,546 | $176.0 萬 | 0.2% | +4,455+27.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 13,981 | $172.7 萬 | 0.2% | +324+2.4% | 加碼 | – |
| DISWalt Disney Co | Stock | 15,367 | $171.1 萬 | 0.2% | +7,713+100.8% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 63,802 | $165.0 萬 | 0.2% | +2,026+3.3% | 加碼依 2 比 1 拆股換算 | – |
| LODEComstock Inc. | COM NEW | 2,054,771 | $164.5 萬 | 0.2% | +2,054,771 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,849 | $163.1 萬 | 0.2% | +1,756+160.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 27,520 | $162.9 萬 | 0.2% | +8,204+42.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,797 | $160.4 萬 | 0.2% | +1,614+50.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,468 | $157.8 萬 | 0.2% | +2,121+28.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 15,792 | $156.6 萬 | 0.2% | +3,654+30.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 38,906 | $155.6 萬 | 0.2% | +15,486+66.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 30,925 | $153.1 萬 | 0.2% | +9,712+45.8% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 27,566 | $152.9 萬 | 0.2% | +27,566 | 新進 | – |
| HONHoneywell International Inc | COM | 6,756 | $152.6 萬 | 0.2% | +5,143+318.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,272 | $150.3 萬 | 0.2% | −5,100−20.9% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 61,712 | $149.9 萬 | 0.2% | −21,362−25.7% | 減碼依 2 比 1 拆股換算 | – |
| BMYBristol Myers Squibb Co | Stock | 25,930 | $146.7 萬 | 0.2% | +21,107+437.6% | 加碼 | 歷史 |
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 |
|---|---|---|---|
| LODEComstock Inc. | COM NEW | – | $4.07 萬 |
2024 年第 3 季之後清倉（32 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares MSCI India ETF46429B598 | ETF | 12,845 | $75.2 萬 | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 31,723 | $67.0 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 11,163 | $54.2 萬 | 0.1% | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 16,729 | $42.6 萬 | 0.1% | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 10,568 | $40.3 萬 | 0.1% | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 9,312 | $38.9 萬 | 0.1% | – |
| CICigna Group | Stock | 969 | $33.6 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 6,874 | $30.7 萬 | 0.1% | – |
| DPZDominos Pizza Inc | COM | 694 | $29.9 萬 | 0.1% | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 6,558 | $28.1 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,557 | $27.7 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 9,673 | $27.7 萬 | 0.1% | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 5,681 | $25.2 萬 | 0.1% | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,155 | $24.5 萬 | <0.1% | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 6,535 | $23.6 萬 | <0.1% | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 6,916 | $23.3 萬 | <0.1% | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 9,492 | $22.9 萬 | <0.1% | – |
| KLACKLA Corp | COM NEW | 291 | $22.6 萬 | <0.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,379 | $22.5 萬 | <0.1% | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 1,118 | $21.9 萬 | <0.1% | – |
| SHWSherwin Williams Co | COM | 568 | $21.7 萬 | <0.1% | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 15,785 | $21.5 萬 | <0.1% | 歷史 |
| Flexshares Tr33939L688 | STOX GLB INDEX | 1,247 | $21.5 萬 | <0.1% | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 2,711 | $21.1 萬 | <0.1% | 歷史 |
| WGOWinnebago Industries Inc | COM | 3,624 | $21.1 萬 | <0.1% | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 6,506 | $21.0 萬 | <0.1% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,128 | $20.9 萬 | <0.1% | – |
| SMCISuper Micro Computer, Inc. | COM | 498 | $20.7 萬 | <0.1% | 歷史 |
| VSTVistra Corp. | Stock | 1,724 | $20.4 萬 | <0.1% | 歷史 |
| ORMPOramed Pharmaceuticals Inc. | COM NEW | 18,810 | $4.59 萬 | <0.1% | 歷史 |
| MONDMondee Holdings, Inc. | COMMON STOCK | 10,000 | $1.39 萬 | <0.1% | 歷史 |
| KULRKULR Technology Group, Inc. | Common Stock | 11,915 | $3,396 | <0.1% | 歷史 |