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Savvy Advisors, Inc.

SEC CIK
0002003633
最新申報
2026/8/3

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/1/20 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
1,003
較 2025 年第 3 季 +183
總值
$31.0 億
較 2025 年第 3 季 +$9.20 億 (+42.3%)
申報日
2026/1/20
SEC
Savvy Advisors, Inc. 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard S&P 500 ETF922908363ETF326,075$2.04 億6.6%+96,367+42.0%加碼–
iShares Tr46434V613CORE UNIVRSL USD2,839,695$1.32 億4.3%+1,065,133+60.0%加碼–
NVDANVIDIA CorpStock708,150$1.32 億4.3%−3,901−0.5%減碼歷史
iShares Core S&P 500 ETF464287200ETF128,636$8,811 萬2.8%+28,195+28.1%加碼–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR1,358,559$8,583 萬2.8%+532,063+64.4%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF2,371,128$7,735 萬2.5%+734,008+44.8%加碼–
AAPLApple Inc.Stock245,595$6,677 萬2.2%+31,937+14.9%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF577,483$5,768 萬1.9%+107,820+23.0%加碼–
iShares Tr46435G409MSCI INTL VLU FT1,448,020$5,510 萬1.8%+617,396+74.3%加碼–
Vanguard Morningstar Value ETF922908744ETF282,432$5,394 萬1.7%+97,899+53.1%加碼–
MSFTMicrosoft CorpStock111,477$5,391 萬1.7%+21,190+23.5%加碼歷史
Spinnaker ETF Series84858T202UVA UNCONSTRAIND2,184,260$4,859 萬1.6%+140,863+6.9%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF772,689$3,617 萬1.2%+456,616+144.5%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF568,020$3,548 萬1.1%+116,621+25.8%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF232,103$3,342 萬1.1%+84,283+57.0%加碼依 2 比 1 拆股換算–
AMZNAmazon Com IncStock138,494$3,197 萬1.0%+28,850+26.3%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF396,445$3,124 萬1.0%+4,451+1.1%加碼–
iShares Tr464288414NATIONAL MUN ETF272,482$2,919 萬0.9%+73,519+37.0%加碼–
GOOGLAlphabet Inc.Stock84,802$2,654 萬0.9%+13,959+19.7%加碼歷史
iShares Tr46428865310-20 YR TRS ETF260,937$2,653 萬0.9%+99,058+61.2%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF669,772$2,652 萬0.9%+54,614+8.9%加碼–
GOOGAlphabet Inc.Stock84,092$2,639 萬0.9%+26,369+45.7%加碼歷史
IAUiShares Gold TrustETF320,709$2,603 萬0.8%+125,132+64.0%加碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF99,237$2,484 萬0.8%+5,192+5.5%加碼–
Vanguard Morningstar Growth ETF922908736ETF50,408$2,459 萬0.8%+39,128+346.9%加碼–
Invesco QQQ Trust Series I46090E103ETF36,666$2,252 萬0.7%+10,207+38.6%加碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF470,520$2,215 萬0.7%+144,640+44.4%加碼–
PGProcter & Gamble CoStock153,050$2,193 萬0.7%+59,010+62.7%加碼歷史
SPYSPDR S&P 500 ETF TrustETF31,767$2,166 萬0.7%+4,951+18.5%加碼歷史
AVGOBroadcom Inc.Stock62,259$2,155 萬0.7%+18,156+41.2%加碼歷史
iShares Tr464288885EAFE GRWTH ETF178,301$2,031 萬0.7%+41,637+30.5%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE405,556$1,951 萬0.6%+96,244+31.1%加碼–
SGOLabrdn Gold ETF TrustETF460,111$1,890 萬0.6%−19,502−4.1%減碼歷史
BRK.BBerkshire Hathaway IncStock37,124$1,866 萬0.6%+13,962+60.3%加碼歷史
iShares S&P 100 ETF464287101ETF51,740$1,775 萬0.6%+21,942+73.6%加碼–
Vanguard Information Technology ETF92204A702ETF23,049$1,737 萬0.6%+1,148+5.2%加碼–
LLYEli Lilly & CoStock16,052$1,725 萬0.6%+6,404+66.4%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF47,798$1,603 萬0.5%+8,830+22.7%加碼–
METAMeta Platforms, Inc.Stock24,237$1,600 萬0.5%+5,574+29.9%加碼歷史
JPMJPMorgan Chase & CoStock49,156$1,584 萬0.5%+14,149+40.4%加碼歷史
TSLATesla, Inc.Stock33,751$1,518 萬0.5%+5,203+18.2%加碼歷史
Columbia ETF Tr II19762B202EM CORE EX ETF391,355$1,501 萬0.5%+97,456+33.2%加碼–
iShares Tr46435G672CORE INTL AGGR297,912$1,490 萬0.5%+74,716+33.5%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF270,274$1,453 萬0.5%+73,396+37.3%加碼–
Schwab U.S. Large-Cap ETF808524201ETF518,836$1,396 萬0.5%+24,328+4.9%加碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE296,739$1,383 萬0.4%+4,017+1.4%加碼–
Dimensional ETF Trust25434V831US HIGH PROF ETF358,073$1,362 萬0.4%+11,186+3.2%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF52,610$1,357 萬0.4%+6,926+15.2%加碼–
iShares Core MSCI Eafe ETF46432F842ETF142,804$1,278 萬0.4%+60,965+74.5%加碼–
Dimensional ETF Trust25434V807INTERNATNAL VAL246,867$1,232 萬0.4%+84,951+52.5%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF147,748$1,185 萬0.4%+122,398+482.8%加碼–
J P Morgan Exchange Traded F46654Q716ACTIVE BOND ETF210,525$1,138 萬0.4%−10.0%減碼–
Schwab US Dividend Equity ETF808524797ETF410,392$1,126 萬0.4%+103,193+33.6%加碼–
XOMExxonMobil Holdings CorpCOM87,021$1,047 萬0.3%+21,662+33.1%加碼歷史
Doubleline ETF Trust25861R402MORTGAGE ETF210,463$1,045 萬0.3%+22,643+12.1%加碼–
iShares Tr46435G250HIGH YLD SYSTM B218,282$1,034 萬0.3%+72,969+50.2%加碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY297,275$1,024 萬0.3%+6,073+2.1%加碼–
VVisa Inc.Stock28,922$1,014 萬0.3%+6,688+30.1%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF152,392$1,006 萬0.3%+86,020+129.6%加碼–
iShares Core MSCI Total International Stock ETF46432F834ETF114,376$968.1 萬0.3%+100,818+743.6%加碼–
IBITiShares Bitcoin Trust ETFETF192,203$954.3 萬0.3%+40,545+26.7%加碼歷史
ETF Ser Solutions26922A222APTUS COLLRD INV217,209$949.2 萬0.3%+217,209新進–
WMTWalmart Inc.Stock84,672$943.3 萬0.3%+23,234+37.8%加碼歷史
Global X FDS37960A370U S ELECT ETF299,931$871.6 萬0.3%+233,286+350.0%加碼–
ABBVAbbVie Inc.Stock36,568$835.5 萬0.3%+6,646+22.2%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF53,515$828.4 萬0.3%+51,513+2,573.1%加碼–
Dimensional ETF Trust25434V633CALIF MUN BD ETF165,328$828.0 萬0.3%+1,288+0.8%加碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF68,823$821.8 萬0.3%+68,823新進–
COSTCostco Wholesale CorpStock9,329$804.5 萬0.3%+538+6.1%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF74,150$791.2 萬0.3%−114−0.2%減碼–
MAMastercard IncStock13,492$770.2 萬0.2%+2,045+17.9%加碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF135,085$767.4 萬0.2%+113,103+514.5%加碼–
iShares Russell 1000 Value ETF464287598ETF36,248$762.4 萬0.2%+34,890+2,569.2%加碼–
GLDSPDR Gold TrustETF18,395$729.0 萬0.2%+2,679+17.0%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF244,641$724.4 萬0.2%+35,864+17.2%加碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF94,878$703.7 萬0.2%+2,830+3.1%加碼–
Invesco S&P 500 Quality ETF46137V241ETF90,619$680.1 萬0.2%+85,174+1,564.3%加碼–
JNJJohnson & JohnsonStock32,588$674.4 萬0.2%+9,873+43.5%加碼歷史
HDHome Depot, Inc.Stock19,478$670.3 萬0.2%+5,152+36.0%加碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF113,758$668.2 萬0.2%+3,356+3.0%加碼–
MUMicron Technology IncStock22,814$651.1 萬0.2%+5,131+29.0%加碼歷史
CVXChevron CorpStock42,302$644.7 萬0.2%+11,497+37.3%加碼歷史
iShares Tr46434V381FUTU EXPO TE ETF91,922$641.1 萬0.2%+91,922新進–
IBMInternational Business Machines CorpStock21,296$630.8 萬0.2%+3,728+21.2%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT32,520$623.0 萬0.2%+28,700+751.3%加碼–
Dimensional ETF Trust25434V765INTL HIGH PROFIT195,774$619.9 萬0.2%+6,383+3.4%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF90,144$605.9 萬0.2%+41,980+87.2%加碼–
iShares Core S&P Small Cap ETF464287804ETF50,366$605.3 萬0.2%+9,049+21.9%加碼–
ETF Ser Solutions26922A446OPUS SML CP VL161,148$596.7 萬0.2%+161,148新進–
Schwab U.S. Broad Market ETF808524102ETF227,410$596.5 萬0.2%−6,281−2.7%減碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF62,496$571.1 萬0.2%+1,979+3.3%加碼–
MCDMcDonalds CorpStock18,578$567.8 萬0.2%+3,253+21.2%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF27,381$543.8 萬0.2%+2,684+10.9%加碼–
PLTRPalantir Technologies Inc.Stock30,591$543.8 萬0.2%+8,030+35.6%加碼歷史
CATCaterpillar IncStock8,975$514.2 萬0.2%+2,961+49.2%加碼歷史
Schwab International Equity ETF808524805ETF212,967$512.0 萬0.2%+28,029+15.2%加碼–
J P Morgan Exchange Traded F46641Q159INCOME ETF108,017$500.0 萬0.2%+3,226+3.1%加碼–
iShares Tr464288281JPMORGAN USD EMG51,488$495.7 萬0.2%+19,334+60.1%加碼–
ETF Ser Solutions26922A388APTUS DEFINED172,440$490.9 萬0.2%+172,440新進–
iShares Tr464287689RUSSELL 3000 ETF12,581$486.7 萬0.2%−117−0.9%減碼–

選擇權(25 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。

Savvy Advisors, Inc. 在 2025 年第 4 季的選擇權部位
證券類別賣權買權
SPYSPDR S&P 500 ETF TrustETF$17.9 萬$36.5 萬
SPOTSpotify Technology S.A.Stock$10.7 萬–
AMDAdvanced Micro Devices IncStock$5,370$7.90 萬
UNHUnitedHealth Group IncStock–$4.49 萬
LODEComstock Inc.COM SHS–$3.36 萬
BRK.BBerkshire Hathaway IncStock$1.16 萬–
LLYEli Lilly & CoStock$1.10 萬–
Invesco QQQ Trust Series I46090E103ETF$1,457–
AMZNAmazon Com IncStock–$1,248
MSFTMicrosoft CorpStock–$810
GLDSPDR Gold TrustETF–$755
RCLRoyal Caribbean Cruises LtdCOM–$483
GSGoldman Sachs Group IncStock–$430
METAMeta Platforms, Inc.Stock–$250
AXPAmerican Express CoStock–$215
HOODRobinhood Markets, Inc.Stock–$182
FERGFerguson Enterprises Inc.COMMON STOCK NEW–$99
INTCIntel CorpStock–$75
FCXFreeport-McMoran IncStock–$64
GOOGLAlphabet Inc.Stock$25–
RGTIRigetti Computing, Inc.COMMON STOCK–$23
OPENOpendoor Technologies Inc.COM–$4
POWIPower Integrations IncCOM–$4
ACHRArcher Aviation Inc.Stock–$1
PANWPalo Alto Networks IncStock–$1

2025 年第 3 季之後清倉(64 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

Savvy Advisors, Inc. 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
Advisors Inner Circle FD II00791R8303EDGE FIXED ETF39,195$97.4 萬<0.1%–
ODFLOld Dominion Freight Line, Inc.COM5,188$73.0 萬<0.1%歷史
iShares Tr46436E866IBONDS 25 TRM TS28,334$66.2 萬<0.1%–
RBLXRoblox CorpStock4,667$64.6 萬<0.1%歷史
Advisors Inner Circle FD II00791R8223EDGE HARD ETF19,827$57.2 萬<0.1%–
AGIOAgios Pharmaceuticals, Inc.COM11,993$48.1 萬<0.1%歷史
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.COM72,059$42.7 萬<0.1%歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF11,020$40.1 萬<0.1%–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN6,240$39.3 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB17,919$37.1 萬<0.1%–
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X2,400$37.1 萬<0.1%–
Advisors Inner Circle FD II00791R8143EDGE INTL ETF13,365$37.0 萬<0.1%–
EGEverest Group, Ltd.COM1,045$36.6 萬<0.1%歷史
VEEVVeeva Systems IncStock1,108$33.0 萬<0.1%歷史
ACMRACM Research, Inc.Stock7,943$31.1 萬<0.1%歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF5,846$30.5 萬<0.1%–
CHWYChewy, Inc.CL A7,345$29.7 萬<0.1%歷史
ZSZscaler, Inc.Stock990$29.7 萬<0.1%歷史
LNGCheniere Energy, Inc.COM NEW1,226$28.8 萬<0.1%歷史
GWREGuidewire Software, Inc.COM1,227$28.2 萬<0.1%歷史
KRMNKarman Holdings Inc.COMMON STOCK3,891$28.1 萬<0.1%歷史
BROBrown & Brown, Inc.Stock2,983$28.0 萬<0.1%歷史
MGMMGM Resorts InternationalStock8,059$27.9 萬<0.1%歷史
SSBSouthState Bank CorpCOM2,749$27.2 萬<0.1%歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE2,731$27.0 萬<0.1%–
WSMWilliams Sonoma IncCOM1,379$27.0 萬<0.1%歷史
TFXTeleflex IncCOM2,172$26.6 萬<0.1%歷史
CMGChipotle Mexican Grill IncCOM6,733$26.4 萬<0.1%歷史
TXRHTexas Roadhouse, Inc.COM1,569$26.1 萬<0.1%歷史
INODInnodata IncCOM NEW3,324$25.6 萬<0.1%歷史
RHIRobert Half Inc.COM7,391$25.1 萬<0.1%歷史
RBB FD Inc74933W601MOTLEY FOL ETF3,508$24.7 萬<0.1%–
PSIXPower Solutions International, Inc.Stock2,466$24.2 萬<0.1%歷史
MOHMolina Healthcare, Inc.COM1,241$23.7 萬<0.1%歷史
EXRExtra Space Storage Inc.COM1,669$23.5 萬<0.1%歷史
OXYOccidental Petroleum CorpStock4,920$23.2 萬<0.1%歷史
OVVOvintiv Inc.COM5,663$22.9 萬<0.1%歷史
Goldman Sachs ETF Tr381430123MARKETBETA US EQ2,461$22.7 萬<0.1%–
CSGSCSG Systems International IncCOM3,504$22.6 萬<0.1%歷史
New York Life Investments Et45409B560FTSE INTL EQTY C7,201$22.3 萬<0.1%–
SMRNuscale Power CorpCL A COM6,151$22.1 萬<0.1%歷史
HIMSHims & Hers Health, Inc.Stock3,777$21.4 萬<0.1%歷史
Global X FDS37954Y657US PFD ETF10,996$21.4 萬<0.1%–
DOCUDocuSign, Inc.Stock2,963$21.4 萬<0.1%歷史
WBWEIBO CorpSPONSORED ADR17,191$21.3 萬<0.1%歷史
DPZDominos Pizza IncCOM492$21.2 萬<0.1%歷史
Fidelity MSCI Financials Index ETF316092501ETF2,778$21.2 萬<0.1%–
MANHManhattan Associates IncStock1,021$20.9 萬<0.1%歷史
FISFidelity National Information Services, Inc.Stock3,159$20.8 萬<0.1%歷史
PKGPackaging Corp of AmericaStock945$20.6 萬<0.1%歷史
TLNTalen Energy CorpCOM483$20.5 萬<0.1%歷史
Global X Uranium ETF37954Y871ETF4,227$20.2 萬<0.1%–
DUOLDuolingo, Inc.CL A COM624$20.1 萬<0.1%歷史
PATHUiPath, Inc.Stock15,000$20.1 萬<0.1%歷史
BPOPPopular, Inc.COM NEW1,576$20.0 萬<0.1%歷史
HSTHost Hotels & Resorts, Inc.COM10,606$18.1 萬<0.1%歷史
BSMBlack Stone Minerals, L.P.COM UNIT13,117$17.2 萬<0.1%歷史
OBDCBlue Owl Capital CorpCOM12,670$16.2 萬<0.1%歷史
RITMRithm Capital Corp.REIT13,666$15.6 萬<0.1%歷史
GHIGreystone Housing Impact Investors LPBEN UNIT CTF12,900$13.3 萬<0.1%歷史
AIFFFirefly Neuroscience, Inc.COM21,500$6.26 萬<0.1%歷史
SOPHSOPHiA GENETICS SAORDINARY SHARES10,000$4.76 萬<0.1%歷史
OPIOffice Properties Income TrustCOM SHS BEN INT124,750$4.11 萬<0.1%歷史
PSNYPolestar Automotive Holding UK PLCADS A15,334$1.44 萬<0.1%歷史