Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- 最新申報
- 2026/8/3
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 820
- 較 2025 年第 2 季 +172
- 總值
- $21.8 億
- 較 2025 年第 2 季 +$6.77 億 (+45.1%)
| 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 | 229,708 | $1.41 億 | 6.5% | +51,454+28.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 712,051 | $1.33 億 | 6.1% | +3,869+0.5% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 1,774,562 | $8,289 萬 | 3.8% | +644,791+57.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 100,441 | $6,723 萬 | 3.1% | +21,869+27.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 213,658 | $5,440 萬 | 2.5% | +17,910+9.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,637,120 | $5,224 萬 | 2.4% | +428,891+35.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 826,496 | $5,199 萬 | 2.4% | +215,917+35.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 469,663 | $4,708 萬 | 2.2% | +158,021+50.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 90,287 | $4,676 萬 | 2.1% | +3,458+4.0% | 加碼 | 歷史 |
| Spinnaker ETF Series84858T202 | UVA UNCONSTRAIND | 2,043,397 | $4,575 萬 | 2.1% | −10,572−0.5% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 184,533 | $3,441 萬 | 1.6% | +56,466+44.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 391,994 | $3,093 萬 | 1.4% | +349,191+815.8% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 830,624 | $2,947 萬 | 1.4% | +158,491+23.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 451,399 | $2,705 萬 | 1.2% | +302,156+202.5% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 94,045 | $2,412 萬 | 1.1% | +64,004+213.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 109,644 | $2,407 萬 | 1.1% | +8,805+8.7% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 615,158 | $2,373 萬 | 1.1% | +557,323+963.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 198,963 | $2,119 萬 | 1.0% | +82,797+71.3% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 73,910 | $2,083 萬 | 1.0% | +12,285+19.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,816 | $1,786 萬 | 0.8% | +1,477+5.8% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 479,613 | $1,765 萬 | 0.8% | −5,847−1.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 70,843 | $1,722 萬 | 0.8% | +2,456+3.6% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 161,879 | $1,667 萬 | 0.8% | +56,128+53.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 21,901 | $1,635 萬 | 0.8% | +21,480+5,102.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 26,459 | $1,589 萬 | 0.7% | +2,112+8.7% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 136,664 | $1,556 萬 | 0.7% | +8,627+6.7% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 325,880 | $1,530 萬 | 0.7% | +125,559+62.7% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 316,073 | $1,480 萬 | 0.7% | +51,403+19.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 44,103 | $1,455 萬 | 0.7% | +7,224+19.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 94,040 | $1,445 萬 | 0.7% | +9,989+11.9% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 309,312 | $1,436 萬 | 0.7% | +46,189+17.6% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 195,577 | $1,423 萬 | 0.7% | +63,116+47.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 57,723 | $1,406 萬 | 0.6% | +9,053+18.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 18,663 | $1,371 萬 | 0.6% | +1,300+7.5% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 346,887 | $1,310 萬 | 0.6% | +340,971+5,763.5% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 292,722 | $1,308 萬 | 0.6% | +292,722 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 494,508 | $1,303 萬 | 0.6% | +89,615+22.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,968 | $1,279 萬 | 0.6% | +2,743+7.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 28,548 | $1,270 萬 | 0.6% | +5,951+26.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 23,162 | $1,164 萬 | 0.5% | +2,221+10.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 45,684 | $1,162 萬 | 0.5% | +22,989+101.3% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 223,196 | $1,143 萬 | 0.5% | +195,693+711.5% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 210,526 | $1,140 萬 | 0.5% | +5,500+2.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 35,007 | $1,104 萬 | 0.5% | +3,689+11.8% | 加碼 | 歷史 |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 293,899 | $1,068 萬 | 0.5% | +57,202+24.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 196,878 | $1,067 萬 | 0.5% | +140,171+247.2% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 29,798 | $991.8 萬 | 0.5% | +5,370+22.0% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 151,658 | $985.8 萬 | 0.5% | +135,494+838.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 291,202 | $954.9 萬 | 0.4% | +269,406+1,236.0% | 加碼 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 187,820 | $933.1 萬 | 0.4% | +53,729+40.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 307,199 | $838.7 萬 | 0.4% | −7,713−2.4% | 減碼 | – |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 164,040 | $817.3 萬 | 0.4% | +164,040 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 8,791 | $813.7 萬 | 0.4% | +3,665+71.5% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 74,264 | $793.0 萬 | 0.4% | +49,887+204.6% | 加碼 | – |
| VVisa Inc. | Stock | 22,234 | $759.0 萬 | 0.3% | +3,251+17.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 161,916 | $746.8 萬 | 0.3% | +148,098+1,071.8% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 65,359 | $736.9 萬 | 0.3% | +12,862+24.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,648 | $736.2 萬 | 0.3% | +2,759+40.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 81,839 | $714.5 萬 | 0.3% | +13,361+19.5% | 加碼 | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 145,313 | $695.2 萬 | 0.3% | +66,226+83.7% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 29,922 | $692.8 萬 | 0.3% | +5,236+21.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 92,048 | $666.8 萬 | 0.3% | +15,603+20.4% | 加碼 | – |
| MAMastercard Inc | Stock | 11,447 | $651.1 萬 | 0.3% | +675+6.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 61,438 | $633.2 萬 | 0.3% | +8,948+17.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 110,402 | $632.1 萬 | 0.3% | +110,402 | 新進 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 130,949 | $627.0 萬 | 0.3% | +130,949 | 新進 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 208,777 | $607.8 萬 | 0.3% | −29,269−12.3% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 233,691 | $600.8 萬 | 0.3% | +8,281+3.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 14,326 | $580.5 萬 | 0.3% | +2,293+19.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 189,391 | $575.7 萬 | 0.3% | +189,391 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 15,716 | $558.7 萬 | 0.3% | +300+1.9% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 60,517 | $555.2 萬 | 0.3% | +48,275+394.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,280 | $541.0 萬 | 0.2% | +189+1.7% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 17,568 | $495.7 萬 | 0.2% | +725+4.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 41,317 | $491.0 萬 | 0.2% | +3,041+7.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 104,791 | $486.3 萬 | 0.2% | −52,761−33.5% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,698 | $481.2 萬 | 0.2% | +12,698 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 24,697 | $480.3 萬 | 0.2% | +8,370+51.3% | 加碼 | – |
| CVXChevron Corp | Stock | 30,805 | $478.4 萬 | 0.2% | +5,331+20.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 93,186 | $475.6 萬 | 0.2% | +23,039+32.8% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 15,325 | $465.7 萬 | 0.2% | +1,580+11.5% | 加碼 | 歷史 |
| PBProsperity Bancshares Inc | COM | 67,899 | $450.5 萬 | 0.2% | +4,637+7.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 66,372 | $433.1 萬 | 0.2% | +18,150+37.6% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 184,938 | $430.5 萬 | 0.2% | +50,058+37.1% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 57,263 | $430.1 萬 | 0.2% | +57,263 | 新進 | – |
| JNJJohnson & Johnson | Stock | 22,715 | $421.2 萬 | 0.2% | +501+2.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 39,767 | $415.6 萬 | 0.2% | −59−0.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,843 | $414.2 萬 | 0.2% | +213+2.5% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 22,561 | $411.6 萬 | 0.2% | +6,936+44.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 10,868 | $406.7 萬 | 0.2% | +5,494+102.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 13,013 | $391.4 萬 | 0.2% | +4,051+45.2% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 57,353 | $387.2 萬 | 0.2% | +4,008+7.5% | 加碼 | – |
| ORCLOracle Corp | Stock | 13,432 | $377.8 萬 | 0.2% | +1,800+15.5% | 加碼 | 歷史 |
| Alps ETF Tr00162Q783 | STRATEGIC INCOME | 153,253 | $356.8 萬 | 0.2% | +75,777+97.8% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 75,578 | $349.5 萬 | 0.2% | −2,321−3.0% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 28,613 | $345.4 萬 | 0.2% | −2,231−7.2% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 67,875 | $339.9 萬 | 0.2% | +12,201+21.9% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 133,965 | $336.7 萬 | 0.2% | +68,229+103.8% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 72,201 | $329.0 萬 | 0.2% | +12,878+21.7% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 16,064 | $327.1 萬 | 0.2% | +2,869+21.7% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（34 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 12,280 | $55.0 萬 | <0.1% | – |
| QUBTQuantum Computing Inc. | COM | 23,146 | $44.4 萬 | <0.1% | 歷史 |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 41,207 | $44.1 萬 | <0.1% | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,549 | $43.2 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 14,995 | $41.1 萬 | <0.1% | – |
| T Rowe Price Exchange-Traded87283Q883 | FLOATING RATE | 7,920 | $40.7 萬 | <0.1% | – |
| FDSFactset Research Systems Inc | Stock | 801 | $35.8 萬 | <0.1% | 歷史 |
| Innovator U.S. Equity Ultra Buffer ETF - October45782C821 | ETF | 9,555 | $35.1 萬 | <0.1% | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 7,265 | $30.5 萬 | <0.1% | – |
| WYWeyerhaeuser Co | COM NEW | 11,733 | $30.1 萬 | <0.1% | 歷史 |
| Pacer FDS Tr69374H428 | ARIST HIGH ETF | 6,237 | $29.7 萬 | <0.1% | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 3,861 | $29.1 萬 | <0.1% | – |
| iShares Flexible Income Active ETF092528603 | ETF | 5,443 | $28.8 萬 | <0.1% | – |
| SNPSSynopsys Inc | COM | 551 | $28.2 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 2,768 | $24.6 萬 | <0.1% | – |
| ITRIItron, Inc. | COM | 1,803 | $23.7 萬 | <0.1% | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 2,544 | $23.5 萬 | <0.1% | – |
| CHDChurch & Dwight Co Inc | COM | 2,399 | $23.1 萬 | <0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 4,781 | $23.0 萬 | <0.1% | 歷史 |
| Defiance Quantum ETF26922A420 | ETF | 2,494 | $22.9 萬 | <0.1% | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 9,999 | $22.8 萬 | <0.1% | – |
| VRSKVerisk Analytics, Inc. | COM | 699 | $21.8 萬 | <0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 3,358 | $21.7 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 4,033 | $21.0 萬 | <0.1% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 8,866 | $20.4 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 2,386 | $20.3 萬 | <0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 3,322 | $20.3 萬 | <0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,473 | $20.2 萬 | <0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,587 | $20.2 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 3,879 | $20.1 萬 | <0.1% | 歷史 |
| AMCRAmcor plc | ORD | 17,875 | $16.4 萬 | <0.1% | 歷史 |
| HLNHaleon plc | ADR | 13,885 | $14.4 萬 | <0.1% | 歷史 |
| MKZRMacKenzie Realty Capital, Inc. | COM | 87,133 | $5.84 萬 | <0.1% | 歷史 |
| BIVIBiovie Inc. | CL A | 10,000 | $9,250 | <0.1% | 歷史 |