Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- 最新申報
- 2026/8/3
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/4 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 648
- 較 2025 年第 1 季 +130
- 總值
- $15.0 億
- 較 2025 年第 1 季 +$5.04 億 (+50.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 708,182 | $1.12 億 | 7.5% | +50,191+7.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 178,254 | $1.01 億 | 6.8% | +60,964+52.0% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 1,129,771 | $5,223 萬 | 3.5% | +192,240+20.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 78,572 | $4,879 萬 | 3.3% | +64,983+478.2% | 加碼 | – |
| Spinnaker ETF Series84858T202 | UVA UNCONSTRAIND | 2,053,969 | $4,471 萬 | 3.0% | +227,797+12.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 86,829 | $4,319 萬 | 2.9% | +29,141+50.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 195,748 | $4,016 萬 | 2.7% | +54,426+38.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 610,579 | $3,667 萬 | 2.4% | +117,244+23.8% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,208,229 | $3,529 萬 | 2.4% | +309,180+34.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 311,642 | $3,091 萬 | 2.1% | +261,662+523.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 128,067 | $2,263 萬 | 1.5% | +20,335+18.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 100,839 | $2,212 萬 | 1.5% | +32,406+47.4% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 672,133 | $2,211 萬 | 1.5% | +151,685+29.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 25,339 | $1,566 萬 | 1.0% | +10,135+66.7% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 61,625 | $1,561 萬 | 1.0% | +9,517+18.3% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 485,460 | $1,531 萬 | 1.0% | −2,408−0.5% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 128,037 | $1,434 萬 | 1.0% | +12,279+10.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,347 | $1,343 萬 | 0.9% | +7,693+46.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 84,051 | $1,339 萬 | 0.9% | +687+0.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 45,950 | $1,283 萬 | 0.9% | +542+1.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,363 | $1,282 萬 | 0.9% | +6,827+64.8% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 116,166 | $1,214 萬 | 0.8% | +38,275+49.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 68,387 | $1,205 萬 | 0.8% | +25,250+58.5% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 263,123 | $1,151 萬 | 0.8% | +257,896+4,933.9% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 264,670 | $1,131 萬 | 0.8% | +68,021+34.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 36,225 | $1,101 萬 | 0.7% | −88−0.2% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 205,026 | $1,099 萬 | 0.7% | +205,026 | 新進 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 105,751 | $1,074 萬 | 0.7% | +29,253+38.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 20,941 | $1,017 萬 | 0.7% | +6,097+41.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 36,879 | $1,017 萬 | 0.7% | +13,752+59.5% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 404,893 | $989.6 萬 | 0.7% | +10,627+2.7% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 200,321 | $928.3 萬 | 0.6% | +54,458+37.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 31,318 | $907.9 萬 | 0.6% | +9,559+43.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 48,670 | $863.4 萬 | 0.6% | +11,848+32.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 149,243 | $850.8 萬 | 0.6% | +21,199+16.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 314,912 | $834.5 萬 | 0.6% | +105,145+50.1% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 132,461 | $826.0 萬 | 0.6% | +21,656+19.5% | 加碼 | 歷史 |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 236,697 | $809.0 萬 | 0.5% | −4,919−2.0% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 24,428 | $743.5 萬 | 0.5% | +6,959+39.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 157,552 | $729.8 萬 | 0.5% | +157,552 | 新進 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 30,041 | $721.9 萬 | 0.5% | +5,337+21.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 22,597 | $717.8 萬 | 0.5% | +8,544+60.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 18,983 | $674.0 萬 | 0.4% | +5,642+42.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 238,046 | $658.7 萬 | 0.4% | +238,046 | 新進 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 134,091 | $658.0 萬 | 0.4% | +9,990+8.0% | 加碼 | – |
| MAMastercard Inc | Stock | 10,772 | $605.3 萬 | 0.4% | +3,636+51.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 68,478 | $571.7 萬 | 0.4% | +18,512+37.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 52,497 | $565.9 萬 | 0.4% | +16,594+46.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,695 | $537.8 萬 | 0.4% | −324−1.4% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 225,410 | $537.2 萬 | 0.4% | +203,096+910.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 6,889 | $537.0 萬 | 0.4% | +2,132+44.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 52,490 | $513.2 萬 | 0.3% | +12,692+31.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 76,445 | $512.3 萬 | 0.3% | +27,884+57.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 5,126 | $507.4 萬 | 0.3% | +1,026+25.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 16,843 | $496.5 萬 | 0.3% | +1,874+12.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,091 | $486.2 萬 | 0.3% | +569+5.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 15,416 | $469.9 萬 | 0.3% | +395+2.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,686 | $458.2 萬 | 0.3% | +4,450+22.0% | 加碼 | 歷史 |
| PBProsperity Bancshares Inc | COM | 63,262 | $444.4 萬 | 0.3% | −90.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,033 | $441.2 萬 | 0.3% | +3,843+46.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 38,276 | $418.3 萬 | 0.3% | +4,197+12.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 13,745 | $401.6 萬 | 0.3% | +1,607+13.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 39,826 | $379.6 萬 | 0.3% | +4,010+11.2% | 加碼 | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 79,087 | $375.5 萬 | 0.3% | +19,461+32.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,630 | $366.4 萬 | 0.2% | +1,868+27.6% | 加碼 | – |
| CVXChevron Corp | Stock | 25,474 | $364.8 萬 | 0.2% | +6,473+34.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 70,147 | $357.2 萬 | 0.2% | +53,123+312.0% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 77,899 | $356.4 萬 | 0.2% | −1,531−1.9% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 30,844 | $339.6 萬 | 0.2% | +12,399+67.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 22,214 | $339.3 萬 | 0.2% | +2,522+12.8% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 42,803 | $336.9 萬 | 0.2% | +9,756+29.5% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 53,345 | $336.8 萬 | 0.2% | +9,577+21.9% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 17,093 | $311.3 萬 | 0.2% | +3,272+23.7% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 124,189 | $304.8 萬 | 0.2% | +11,394+10.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 10,496 | $299.5 萬 | 0.2% | +3,562+51.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 48,222 | $299.1 萬 | 0.2% | +19,086+65.5% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 16,327 | $298.5 萬 | 0.2% | +4,504+38.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 134,880 | $298.1 萬 | 0.2% | +18,620+16.0% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 21,305 | $289.8 萬 | 0.2% | +637+3.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 56,707 | $280.5 萬 | 0.2% | +23,130+68.9% | 加碼 | – |
| NFLXNetflix Inc | Stock | 2,093 | $280.3 萬 | 0.2% | +543+35.0% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 55,674 | $273.0 萬 | 0.2% | −7,649−12.1% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 13,195 | $270.0 萬 | 0.2% | +1,019+8.4% | 加碼 | 歷史 |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 91,786 | $268.4 萬 | 0.2% | −5,137−5.3% | 減碼 | – |
| INTUIntuit Inc. | Stock | 3,406 | $268.3 萬 | 0.2% | +229+7.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 59,323 | $265.0 萬 | 0.2% | +35,231+146.2% | 加碼 | – |
| TAT&T Inc. | Stock | 91,488 | $264.8 萬 | 0.2% | +37,514+69.5% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 24,377 | $259.2 萬 | 0.2% | +5,207+27.2% | 加碼 | – |
| KOCoca Cola Co | Stock | 36,473 | $258.0 萬 | 0.2% | +4,379+13.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,632 | $254.3 萬 | 0.2% | +1,220+11.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 18,547 | $247.3 萬 | 0.2% | +3,691+24.8% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 34,454 | $239.0 萬 | 0.2% | +5,194+17.8% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 12,096 | $238.6 萬 | 0.2% | +5,105+73.0% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 26,068 | $237.8 萬 | 0.2% | +5,293+25.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 29,528 | $234.7 萬 | 0.2% | +12,972+78.4% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 3,309 | $234.2 萬 | 0.2% | +330+11.1% | 加碼 | 歷史 |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 48,549 | $232.7 萬 | 0.2% | +318+0.7% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 53,719 | $232.4 萬 | 0.2% | +14,500+37.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 8,962 | $230.7 萬 | 0.2% | +1,004+12.6% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 3,000 | $230.2 萬 | 0.2% | +441+17.2% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（30 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 136,263 | $282.7 萬 | 0.3% | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 34,268 | $86.9 萬 | 0.1% | – |
| BlackRock ETF Trust II092528207 | ISHAR INTER ETF | 32,140 | $76.0 萬 | 0.1% | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 5,318 | $51.3 萬 | 0.1% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,194 | $49.5 萬 | <0.1% | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 6,312 | $43.1 萬 | <0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 5,127 | $40.4 萬 | <0.1% | – |
| OXYOccidental Petroleum Corp | Stock | 5,116 | $25.3 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 8,914 | $24.3 萬 | <0.1% | – |
| BlackRock ETF Trust II iShares Larg Cap Added092528801 | ETF | 8,080 | $23.7 萬 | <0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 7,344 | $22.6 萬 | <0.1% | – |
| iShares Tr46435U713 | US INFRASTRUC | 4,943 | $22.3 萬 | <0.1% | – |
| Barrick Gold Corp067901108 | COM | 11,318 | $22.0 萬 | <0.1% | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 8,804 | $21.7 萬 | <0.1% | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 3,066 | $21.6 萬 | <0.1% | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,140 | $21.5 萬 | <0.1% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,595 | $21.5 萬 | <0.1% | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 2,834 | $20.8 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 4,352 | $20.7 萬 | <0.1% | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 5,100 | $20.6 萬 | <0.1% | – |
| Ea Series Trust02072L631 | ALPHA ARCHITECT | 8,816 | $20.1 萬 | <0.1% | – |
| VODVodafone Group Public Ltd Co | ADR | 11,076 | $10.4 萬 | <0.1% | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 14,201 | $10.2 萬 | <0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 16,786 | $10.1 萬 | <0.1% | 歷史 |
| ENICEnel Chile S.A. | SPONSORED ADR | 27,658 | $9.04 萬 | <0.1% | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 32,639 | $7.60 萬 | <0.1% | 歷史 |
| SIDNational Steel Co | SPONSORED ADR | 42,872 | $7.16 萬 | <0.1% | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 21,900 | $9,813 | <0.1% | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 20,587 | $6,380 | <0.1% | 歷史 |
| SSTPWSystem1, Inc. | *W EXP 99/99/999 | 16,995 | $255 | <0.1% | 歷史 |