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Savvy Advisors, Inc.

SEC CIK
0002003633
最新申報
2026/8/3

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/5/11 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
1,117
較 2025 年第 4 季 +114
總值
$37.3 億
較 2025 年第 4 季 +$6.33 億 (+20.4%)
申報日
2026/5/11
SEC
Savvy Advisors, Inc. 在 2026 年第 1 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 ETF922908363ETF398,130$2.38 億6.4%+72,055+22.1%加碼–
iShares Tr46434V613CORE UNIVRSL USD3,343,314$1.54 億4.1%+503,619+17.7%加碼–
NVDANVIDIA CorpStock771,911$1.35 億3.6%+63,761+9.0%加碼歷史
iShares Tr46435G409MSCI INTL VLU FT2,239,680$8,887 萬2.4%+791,660+54.7%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF2,863,182$8,340 萬2.2%+492,054+20.8%加碼–
iShares Core S&P 500 ETF464287200ETF124,298$8,119 萬2.2%−4,338−3.4%減碼–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR1,323,874$8,118 萬2.2%−34,685−2.6%減碼–
AAPLApple Inc.Stock307,951$7,815 萬2.1%+62,356+25.4%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF675,703$6,708 萬1.8%+98,220+17.0%加碼–
iShares Tr464288885EAFE GRWTH ETF464,300$5,171 萬1.4%+285,999+160.4%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF1,043,960$4,897 萬1.3%+271,271+35.1%加碼–
MSFTMicrosoft CorpStock131,552$4,870 萬1.3%+20,075+18.0%加碼歷史
Spinnaker ETF Series84858T202UVA UNCONSTRAIND2,219,956$4,853 萬1.3%+35,696+1.6%加碼–
Vanguard Morningstar Value ETF922908744ETF246,874$4,844 萬1.3%−35,558−12.6%減碼–
iShares Tr464288414NATIONAL MUN ETF380,909$4,043 萬1.1%+108,427+39.8%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF957,846$3,722 萬1.0%+288,074+43.0%加碼–
American Centy ETF Tr025072877US SML CP VALU330,824$3,655 萬1.0%+312,649+1,720.2%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF274,877$3,653 萬1.0%+42,774+18.4%加碼–
AMZNAmazon Com IncStock169,061$3,521 萬0.9%+30,567+22.1%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF440,801$3,456 萬0.9%+44,356+11.2%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF532,225$3,410 萬0.9%−35,795−6.3%減碼–
BUSEFirst Busey CorpCOM NEW1,294,378$3,271 萬0.9%+1,172,277+960.1%加碼歷史
GOOGLAlphabet Inc.Stock98,641$2,837 萬0.8%+13,839+16.3%加碼歷史
GOOGAlphabet Inc.Stock97,095$2,785 萬0.7%+13,003+15.5%加碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF115,983$2,783 萬0.7%+16,746+16.9%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF86,551$2,777 萬0.7%+38,753+81.1%加碼–
iShares Tr46435G672CORE INTL AGGR545,755$2,731 萬0.7%+247,843+83.2%加碼–
PGProcter & Gamble CoStock187,998$2,715 萬0.7%+34,948+22.8%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF54,710$2,390 萬0.6%+4,302+8.5%加碼–
RBB FD Inc74933W452F/M US TREASURY472,758$2,357 萬0.6%+464,092+5,355.3%加碼–
ASTSAST SpaceMobile, Inc.COM CL A270,852$2,245 萬0.6%+270,852新進歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF460,840$2,164 萬0.6%−9,680−2.1%減碼–
AVGOBroadcom Inc.Stock69,742$2,159 萬0.6%+7,483+12.0%加碼歷史
BRK.BBerkshire Hathaway IncStock43,988$2,108 萬0.6%+6,864+18.5%加碼歷史
Invesco QQQ Trust Series I46090E103ETF35,991$2,077 萬0.6%−675−1.8%減碼–
IAUiShares Gold TrustETF234,338$2,066 萬0.6%−86,371−26.9%減碼歷史
iShares Tr46428865310-20 YR TRS ETF202,570$2,040 萬0.5%−58,367−22.4%減碼–
Schwab International Equity ETF808524805ETF810,459$2,006 萬0.5%+597,492+280.6%加碼–
iShares MSCI Eafe ETF464287465ETF206,100$2,002 萬0.5%+164,358+393.7%加碼–
SPYSPDR S&P 500 ETF TrustETF30,234$1,966 萬0.5%−1,533−4.8%減碼歷史
Vanguard Information Technology ETF92204A702ETF26,294$1,835 萬0.5%+3,245+14.1%加碼–
Schwab US Dividend Equity ETF808524797ETF582,054$1,786 萬0.5%+171,662+41.8%加碼–
JPMJPMorgan Chase & CoStock60,145$1,769 萬0.5%+10,989+22.4%加碼歷史
iShares Tr46435G250HIGH YLD SYSTM B373,840$1,739 萬0.5%+155,558+71.3%加碼–
METAMeta Platforms, Inc.Stock30,128$1,724 萬0.5%+5,891+24.3%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT87,974$1,688 萬0.5%+55,454+170.5%加碼–
LLYEli Lilly & CoStock18,062$1,661 萬0.4%+2,010+12.5%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF180,314$1,632 萬0.4%+37,510+26.3%加碼–
Dimensional ETF Trust25434V831US HIGH PROF ETF435,710$1,602 萬0.4%+77,637+21.7%加碼–
TSLATesla, Inc.Stock42,936$1,596 萬0.4%+9,185+27.2%加碼歷史
XOMExxonMobil Holdings CorpCOM93,522$1,587 萬0.4%+6,501+7.5%加碼歷史
SGOLabrdn Gold ETF TrustETF348,804$1,556 萬0.4%−111,307−24.2%減碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE320,173$1,552 萬0.4%+23,434+7.9%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF56,306$1,475 萬0.4%+3,696+7.0%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF264,541$1,430 萬0.4%−5,733−2.1%減碼–
Schwab U.S. Large-Cap ETF808524201ETF551,210$1,413 萬0.4%+32,374+6.2%加碼–
Columbia ETF Tr II19762B202EM CORE EX ETF339,118$1,384 萬0.4%−52,237−13.3%減碼–
WMTWalmart Inc.Stock109,744$1,364 萬0.4%+25,072+29.6%加碼歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL243,706$1,286 萬0.3%−3,161−1.3%減碼–
COSTCostco Wholesale CorpStock12,156$1,211 萬0.3%+2,827+30.3%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF152,215$1,165 萬0.3%+4,467+3.0%加碼–
J P Morgan Exchange Traded F46654Q716ACTIVE BOND ETF215,546$1,159 萬0.3%+5,021+2.4%加碼–
Doubleline ETF Trust25861R402MORTGAGE ETF231,819$1,145 萬0.3%+21,356+10.1%加碼–
iShares Tr46436E7180-3 MTH TREASURY111,938$1,127 萬0.3%+94,194+530.8%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF158,781$1,072 萬0.3%+6,389+4.2%加碼–
CVXChevron CorpStock50,771$1,050 萬0.3%+8,469+20.0%加碼歷史
Global X FDS37960A370U S ELECT ETF325,094$1,046 萬0.3%+25,163+8.4%加碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF147,005$1,042 萬0.3%+52,127+54.9%加碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY292,937$1,041 萬0.3%−4,338−1.5%減碼–
JNJJohnson & JohnsonStock42,446$1,038 萬0.3%+9,858+30.3%加碼歷史
MUMicron Technology IncStock30,329$1,025 萬0.3%+7,515+32.9%加碼歷史
GLDSPDR Gold TrustETF23,466$1,010 萬0.3%+5,071+27.6%加碼歷史
VVisa Inc.Stock33,163$1,002 萬0.3%+4,241+14.7%加碼歷史
IBITiShares Bitcoin Trust ETFETF259,787$998.1 萬0.3%+67,584+35.2%加碼歷史
ABBVAbbVie Inc.Stock44,558$969.1 萬0.3%+7,990+21.8%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW88,260$968.1 萬0.3%+86,226+4,239.2%加碼–
Dimensional ETF Trust25434V872CORE FIXE IN ETF223,156$942.2 萬0.3%+127,770+134.0%加碼–
Abrdn ETFs003261104BBRG ALL COMD K1372,088$903.8 萬0.2%+372,088新進–
Dimensional ETF Trust25434V633CALIF MUN BD ETF177,330$884.0 萬0.2%+12,002+7.3%加碼–
iShares Tr464288158SHRT NAT MUN ETF81,632$869.4 萬0.2%+7,482+10.1%加碼–
iShares Core MSCI Total International Stock ETF46432F834ETF100,254$868.6 萬0.2%−14,122−12.3%減碼–
Schwab Intermediate-Term US Treasury ETF808524854ETF348,606$868.4 萬0.2%+181,654+108.8%加碼–
CATCaterpillar IncStock11,944$846.2 萬0.2%+2,969+33.1%加碼歷史
MAMastercard IncStock16,776$838.2 萬0.2%+3,284+24.3%加碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF138,516$783.7 萬0.2%+3,431+2.5%加碼–
American Centy ETF Tr025072323AVAN US SMAL ETF125,355$781.0 萬0.2%+11,597+10.2%加碼–
HDHome Depot, Inc.Stock23,720$780.1 萬0.2%+4,242+21.8%加碼歷史
iShares Russell 1000 Value ETF464287598ETF35,261$753.4 萬0.2%−987−2.7%減碼–
Dimensional ETF Trust25434V765INTL HIGH PROFIT232,295$748.5 萬0.2%+36,521+18.7%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF50,390$738.8 萬0.2%−3,125−5.8%減碼–
Global X FDS37960A529DEFENSE TECH ETF101,573$719.5 萬0.2%+101,573新進–
MCDMcDonalds CorpStock22,606$702.6 萬0.2%+4,028+21.7%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF228,056$695.6 萬0.2%−16,585−6.8%減碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF62,821$684.6 萬0.2%−6,002−8.7%減碼–
iShares S&P 100 ETF464287101ETF21,020$668.6 萬0.2%−30,720−59.4%減碼–
PLTRPalantir Technologies Inc.Stock45,428$664.5 萬0.2%+14,837+48.5%加碼歷史
Invesco S&P 500 Quality ETF46137V241ETF87,748$659.8 萬0.2%−2,871−3.2%減碼–
GSGoldman Sachs Group IncStock7,706$651.9 萬0.2%+2,417+45.7%加碼歷史
RTXRTX CorpStock33,611$648.4 萬0.2%+8,061+31.5%加碼歷史
IBMInternational Business Machines CorpStock26,003$630.3 萬0.2%+4,707+22.1%加碼歷史

選擇權(22 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 2026 年第 1 季的選擇權部位
證券類別賣權買權
SPYSPDR S&P 500 ETF TrustETF$435.7 萬$234.1 萬
ASTSAST SpaceMobile, Inc.COM CL A–$165.7 萬
EEFTEuronet Worldwide, Inc.COM–$147.3 萬
PYPLPayPal Holdings, Inc.Stock–$136.6 萬
PAYCPaycom Software, Inc.Stock–$122.8 萬
CBRLCracker Barrel Old Country Store, IncCOM–$76.2 萬
VODVodafone Group Public Ltd CoADR–$75.1 萬
SPOTSpotify Technology S.A.Stock$72.7 萬–
FISVFiserv IncStock–$69.8 萬
QSQuantumScape CorpCOM CL A–$44.7 萬
ADBEAdobe Inc.Stock–$43.8 萬
HPHelmerich & Payne, Inc.COM–$27.0 萬
AMDAdvanced Micro Devices IncStock$8.14 萬$14.2 萬
UNHUnitedHealth Group IncStock–$18.9 萬
NVDANVIDIA CorpStock$17.4 萬–
LODEComstock Inc.COM SHS–$11.8 萬
MRVLMarvell Technology, Inc.COM–$9.90 萬
Invesco QQQ Trust Series I46090E103ETF$5.77 萬–
TET1 Energy Inc.COM NEW–$4.39 萬
AXPAmerican Express CoStock–$3.02 萬
CRWVCoreWeave, Inc.Stock–$1.55 萬
ACHRArcher Aviation Inc.Stock–$1,034

2025 年第 4 季之後清倉(62 檔)

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Savvy Advisors, Inc. 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
ETF Ser Solutions26922B444APTUS LRG CAP UP53,808$144.1 萬<0.1%–
iShares U S ETF Tr46431W838SHOR MAT MUN ETF20,868$105.0 萬<0.1%–
DNLIDenali Therapeutics Inc.COM39,030$64.4 萬<0.1%歷史
Neos ETF Trust78433H634RUSS 2000 HI ETF12,604$61.4 萬<0.1%–
TEAMAtlassian CorpCL A3,747$60.8 萬<0.1%歷史
Palmer Square Funds Trust696930205CLO SR DEBT ETF26,361$53.7 萬<0.1%–
IQVIQVIA Holdings Inc.Stock1,735$39.1 萬<0.1%歷史
Fidelity Covington Trust316092725INT HG DIV ETF14,670$38.0 萬<0.1%–
GGenpact LTDSHS8,074$37.8 萬<0.1%歷史
DKNGDraftKings Inc.Stock10,361$35.7 萬<0.1%歷史
TECKTeck Resources LtdCL B7,318$35.0 萬<0.1%歷史
NBIXNeurocrine Biosciences IncStock2,374$33.7 萬<0.1%歷史
HPQHP IncStock14,559$32.4 萬<0.1%歷史
CHEChemed CorpCOM749$32.0 萬<0.1%歷史
OXLCOxford Lane Capital Corp.COM21,858$32.0 萬<0.1%歷史
LYFTLyft, Inc.CL A COM16,463$31.9 萬<0.1%歷史
GISGeneral Mills IncStock6,791$31.6 萬<0.1%歷史
VLTOVeralto CorpStock3,133$31.3 萬<0.1%歷史
ANAutonation, Inc.COM1,443$29.8 萬<0.1%歷史
AXONAxon Enterprise, Inc.COM524$29.8 萬<0.1%歷史
Fidelity Covington Trust31609A107ENHANCED LARGE8,327$28.9 萬<0.1%–
SNVSynovus Financial CorpCOM NEW5,716$28.6 萬<0.1%歷史
ILMNIllumina, Inc.COM2,178$28.6 萬<0.1%歷史
ALNYAlnylam Pharmaceuticals, Inc.COM672$26.7 萬<0.1%歷史
GDDYGoDaddy Inc.CL A2,102$26.1 萬<0.1%歷史
Capital Group Core Balanced14021D107SHS7,269$25.7 萬<0.1%–
EXASExact Sciences CorpCOM2,503$25.4 萬<0.1%歷史
MKTXMarketaxess Holdings IncCOM1,389$25.2 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT6,312$25.0 萬<0.1%–
AHRAmerican Healthcare REIT, Inc.COM SHS5,288$24.9 萬<0.1%歷史
ROKURoku, IncCOM CL A2,269$24.6 萬<0.1%歷史
Cyberark Software LtdM2682V108SHS542$24.2 萬<0.1%–
RBB FD Inc74933W478US TREASRY 12 MT4,780$24.0 萬<0.1%–
FWONALiberty Media CorpCOM LBTY ONE S A2,625$23.5 萬<0.1%歷史
New York Life Invts Active E45409F827MACKAY MUN INTER9,488$23.1 萬<0.1%–
iShares Inc46434G889EMNG MKTS EQT3,938$22.8 萬<0.1%–
Invesco Actively Managed Exc46090A804TOTAL RETURN4,799$22.8 萬<0.1%–
FNFFidelity National Financial, Inc.COM SHS4,140$22.6 萬<0.1%歷史
MHKMohawk Industries IncCOM2,064$22.6 萬<0.1%歷史
MTGMgic Investment CorpCOM7,679$22.4 萬<0.1%歷史
SFStifel Financial CorpCOM1,790$22.4 萬<0.1%歷史
THCTenet Healthcare CorpCOM NEW1,125$22.4 萬<0.1%歷史
FCNCAFirst Citizens Bancshares IncCL A103$22.1 萬<0.1%歷史
SPDR Series Trust78468R606ST PORT HIGH ETF9,207$21.8 萬<0.1%–
HUMHumana IncStock847$21.7 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F763FT VEST US EQT3,828$21.7 萬<0.1%–
First Tr Exchng Traded FD VI33740F466FT VEST U.S8,261$21.5 萬<0.1%–
RBB FD Inc74933W486US TREASY 2 YR4,359$21.2 萬<0.1%–
PEverpure, Inc.CL A3,151$21.1 萬<0.1%歷史
CINFCincinnati Financial CorpCOM1,288$21.0 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F185FT VEST US EQT9,732$20.8 萬<0.1%–
DVAXDynavax Technologies CorpCOM NEW13,496$20.8 萬<0.1%歷史
GTLBGitlab Inc.CLASS A COM5,455$20.5 萬<0.1%歷史
OTISOtis Worldwide CorpStock2,317$20.2 萬<0.1%歷史
CFLTConfluent, Inc.CLASS A COM6,668$20.2 萬<0.1%歷史
MVFBlackRock Munivest Fund, Inc.COM24,263$16.8 萬<0.1%歷史
BRSLBrightstar Lottery PLCSHS USD10,761$16.7 萬<0.1%歷史
BYMBlackRock Municipal Income Quality TrustCOM13,473$14.7 萬<0.1%歷史
QUBTQuantum Computing Inc.COM12,766$13.1 萬<0.1%歷史
MQYBlackRock Muniyield Quality Fund, Inc.COM10,284$11.6 萬<0.1%歷史
MUEBlackRock Muniholdings Quality Fund II, Inc.COM11,249$11.3 萬<0.1%歷史
ALITAlight, Inc. / DelawareCOM CL A12,548$2.45 萬<0.1%歷史