Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- 最新申報
- 2026/8/3
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/12 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 518
- 較 2024 年第 4 季 +68
- 總值
- $9.94 億
- 較 2024 年第 4 季 +$1.63 億 (+19.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 657,991 | $7,131 萬 | 7.2% | +15,586+2.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 117,290 | $6,028 萬 | 6.1% | −2,260−1.9% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 937,531 | $4,320 萬 | 4.3% | +297,383+46.5% | 加碼 | – |
| Spinnaker ETF Series84858T202 | UVA UNCONSTRAIND | 1,826,172 | $4,015 萬 | 4.0% | +234,836+14.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 141,322 | $3,139 萬 | 3.2% | +28,186+24.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 493,335 | $2,786 萬 | 2.8% | +160,705+48.3% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 899,049 | $2,251 萬 | 2.3% | +551,134+158.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 57,688 | $2,166 萬 | 2.2% | +11,728+25.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 107,732 | $1,861 萬 | 1.9% | +38,586+55.8% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 520,448 | $1,577 萬 | 1.6% | +7,263+1.4% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 487,868 | $1,455 萬 | 1.5% | +58,052+13.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 83,364 | $1,421 萬 | 1.4% | +10,565+14.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 45,408 | $1,415 萬 | 1.4% | +2,468+5.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 68,433 | $1,302 萬 | 1.3% | +13,640+24.9% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 115,758 | $1,158 萬 | 1.2% | −10,509−8.3% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 52,108 | $1,076 萬 | 1.1% | +6,097+13.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 36,313 | $998.0 萬 | 1.0% | +218+0.6% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 394,266 | $870.5 萬 | 0.9% | −1,504−0.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,204 | $850.5 萬 | 0.9% | +8,423+124.2% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 77,891 | $821.3 萬 | 0.8% | +8,929+12.9% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 76,498 | $793.7 萬 | 0.8% | +58,469+324.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 14,844 | $790.5 萬 | 0.8% | +4,173+39.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,654 | $780.9 萬 | 0.8% | +5,123+44.4% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 196,649 | $774.2 萬 | 0.8% | +49,403+33.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 13,589 | $763.6 萬 | 0.8% | +6,806+100.3% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 241,616 | $713.6 萬 | 0.7% | +116,620+93.3% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 145,863 | $675.5 萬 | 0.7% | +5,395+3.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 43,137 | $667.1 萬 | 0.7% | +8,096+23.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 110,805 | $653.3 萬 | 0.7% | +79,880+258.3% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 128,044 | $650.8 萬 | 0.7% | +16,194+14.5% | 加碼 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 124,101 | $608.7 萬 | 0.6% | +14,873+13.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 10,536 | $607.3 萬 | 0.6% | +2,464+30.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 209,767 | $586.5 萬 | 0.6% | −5,334−2.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 36,822 | $575.3 萬 | 0.6% | +6,972+23.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,759 | $533.7 萬 | 0.5% | +2,193+11.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 23,019 | $510.5 萬 | 0.5% | +1,631+7.6% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 24,704 | $499.3 萬 | 0.5% | +20,144+441.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 49,980 | $494.4 萬 | 0.5% | +7,492+17.6% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 17,469 | $473.1 萬 | 0.5% | +17,469 | 新進 | – |
| VVisa Inc. | Stock | 13,341 | $467.5 萬 | 0.5% | +2,405+22.0% | 加碼 | 歷史 |
| PBProsperity Bancshares Inc | COM | 63,271 | $451.6 萬 | 0.5% | +63,271 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 15,021 | $432.8 萬 | 0.4% | −1,347−8.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 35,903 | $427.0 萬 | 0.4% | +5,525+18.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 20,236 | $424.0 萬 | 0.4% | +2,508+14.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,757 | $392.9 萬 | 0.4% | +990+26.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 7,136 | $391.2 萬 | 0.4% | +1,214+20.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,522 | $390.2 萬 | 0.4% | +1,119+11.9% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,100 | $387.8 萬 | 0.4% | +656+19.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 23,127 | $387.2 萬 | 0.4% | +4,590+24.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 12,138 | $379.2 萬 | 0.4% | +1,078+9.7% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 49,966 | $378.0 萬 | 0.4% | +40,484+427.0% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 14,969 | $372.2 萬 | 0.4% | +842+6.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 14,053 | $364.2 萬 | 0.4% | +5,038+55.9% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 79,430 | $362.6 萬 | 0.4% | +20,338+34.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 34,079 | $356.4 萬 | 0.4% | +10,833+46.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 39,798 | $349.4 萬 | 0.4% | +5,905+17.4% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 45,208 | $346.2 萬 | 0.3% | +18,806+71.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 19,692 | $326.6 萬 | 0.3% | +2,841+16.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 19,001 | $317.9 萬 | 0.3% | +4,846+34.2% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 63,323 | $314.2 萬 | 0.3% | +9,679+18.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 8,190 | $300.2 萬 | 0.3% | +1,003+14.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 48,561 | $293.7 萬 | 0.3% | +48,561 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 35,816 | $287.8 萬 | 0.3% | +2,162+6.4% | 加碼 | – |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 136,263 | $282.7 萬 | 0.3% | +18,194+15.4% | 加碼 | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 59,626 | $280.8 萬 | 0.3% | +32,364+118.7% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 20,668 | $274.2 萬 | 0.3% | +428+2.1% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 112,795 | $266.3 萬 | 0.3% | +1,629+1.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,991 | $261.4 萬 | 0.3% | +639+14.7% | 加碼 | 歷史 |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 96,923 | $261.0 萬 | 0.3% | −8,314−7.9% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 33,047 | $258.7 萬 | 0.3% | +9,909+42.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,762 | $244.2 萬 | 0.2% | +992+17.2% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 43,768 | $241.1 萬 | 0.2% | +16,202+58.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 116,260 | $230.0 萬 | 0.2% | +14,923+14.7% | 加碼 | – |
| KOCoca Cola Co | Stock | 32,094 | $229.9 萬 | 0.2% | −216−0.7% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 68,644 | $226.5 萬 | 0.2% | +7,288+11.9% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 20,016 | $223.8 萬 | 0.2% | −2,461−10.9% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 26,881 | $223.0 萬 | 0.2% | −1,175−4.2% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 13,821 | $219.4 萬 | 0.2% | +3,576+34.9% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 53,660 | $213.0 萬 | 0.2% | +3,511+7.0% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 12,176 | $207.8 萬 | 0.2% | +2,238+22.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 71,631 | $206.7 萬 | 0.2% | +6,775+10.4% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 19,170 | $202.4 萬 | 0.2% | +2,306+13.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,823 | $202.0 萬 | 0.2% | +6,843+137.4% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 36,851 | $201.8 萬 | 0.2% | +15,770+74.8% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 27,966 | $196.9 萬 | 0.2% | −1,109−3.8% | 減碼 | – |
| INTUIntuit Inc. | Stock | 3,177 | $195.1 萬 | 0.2% | +136+4.5% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 14,856 | $191.6 萬 | 0.2% | +949+6.8% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 68,271 | $180.6 萬 | 0.2% | −27,549−28.8% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 29,260 | $180.6 萬 | 0.2% | +1,740+6.3% | 加碼 | 歷史 |
| Alps ETF Tr00162Q783 | STRATEGIC INCOME | 77,944 | $180.0 萬 | 0.2% | +71+0.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,934 | $178.2 萬 | 0.2% | +3,580+106.7% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 39,219 | $177.9 萬 | 0.2% | +313+0.8% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 70,855 | $176.1 萬 | 0.2% | +9,143+14.8% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 18,445 | $171.2 萬 | 0.2% | +13,454+269.6% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 29,136 | $170.0 萬 | 0.2% | +11,241+62.8% | 加碼 | – |
| DISWalt Disney Co | Stock | 17,221 | $170.0 萬 | 0.2% | +1,854+12.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,257 | $168.8 萬 | 0.2% | +5,052+81.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 27,575 | $168.2 萬 | 0.2% | +1,645+6.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 14,650 | $166.7 萬 | 0.2% | +669+4.8% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 2,979 | $162.7 萬 | 0.2% | +130+4.6% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（22 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V860 | TRS FLT RT BD | 113,487 | $572.8 萬 | 0.7% | – |
| Invesco Exchange Traded FD T46137V175 | S&P SML600 GWT | 22,098 | $109.5 萬 | 0.1% | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 13,076 | $103.3 萬 | 0.1% | – |
| ELVElevance Health, Inc. | Stock | 1,187 | $43.8 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 7,009 | $32.9 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137Y401 | ZACKS MID CAP | 3,140 | $32.6 萬 | <0.1% | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,265 | $30.8 萬 | <0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,346 | $30.7 萬 | <0.1% | – |
| TGTTarget Corp | Stock | 2,216 | $30.0 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 3,100 | $28.0 萬 | <0.1% | – |
| VMRKVivmark Residential | SH BEN INT | 3,560 | $25.5 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 3,980 | $25.4 萬 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 2,846 | $23.9 萬 | <0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 1,982 | $23.0 萬 | <0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 214 | $22.6 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 2,066 | $21.7 萬 | <0.1% | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 3,045 | $21.6 萬 | <0.1% | – |
| GLWCorning Inc | COM | 4,412 | $21.0 萬 | <0.1% | 歷史 |
| HSYHershey Co | COM | 1,230 | $20.8 萬 | <0.1% | 歷史 |
| IONQIonQ, Inc. | COM | 4,953 | $20.7 萬 | <0.1% | 歷史 |
| MCOMoodys Corp | Stock | 432 | $20.5 萬 | <0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 680 | $20.1 萬 | <0.1% | 歷史 |