RESOLUTE WEALTH ADVISOR, INC.
- SEC CIK
- 0002005292
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/19。SEC
- 持股檔數
- 78
- 較 2026 年第 1 季 0
- 總值
- $1.76 億
- 較 2026 年第 1 季 −$5,941 (0.0%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF464287200 | ETF | 22,968 | $1,500.29 萬 | 8.54% | 00.0% | 不變 | – |
| ISHARES TR46434V613 | CORE UNIVRSL USD | 254,454 | $1,175.32 萬 | 6.69% | 00.0% | 不變 | – |
| ISHARES S&P 500 VALUE ETF464287408 | ETF | 53,933 | $1,138.8 萬 | 6.48% | 00.0% | 不變 | – |
| TRUST FOR PROFESSIONAL MANAG89834G729 | ACTIVEPASSIVE US | 271,164 | $1,086.83 萬 | 6.19% | 00.0% | 不變 | – |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 92,942 | $1,051.26 萬 | 5.98% | 00.0% | 不變 | – |
| BLACKROCK ETF TRUST09290C103 | ISHARES US EQUIT | 173,151 | $1,007.39 萬 | 5.74% | 00.0% | 不變 | – |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 127,621 | $890.16 萬 | 5.07% | 00.0% | 不變 | – |
| ISHARES TR464288877 | EAFE VALUE ETF | 106,795 | $794.02 萬 | 4.52% | 00.0% | 不變 | – |
| ISHARES TR464288885 | EAFE GRWTH ETF | 44,368 | $494.13 萬 | 2.81% | 00.0% | 不變 | – |
| BLACKROCK ETF TRUST09290C780 | ISHA I IN TE ETF | 148,946 | $490.78 萬 | 2.79% | 00.0% | 不變 | – |
| ISHARES MSCI USA QUALITY FACTOR ETF46432F339 | ETF | 25,266 | $484.63 萬 | 2.76% | 00.0% | 不變 | – |
| TRUST FOR PROFESSIONAL MANAG89834G737 | ACTIVEPASSIVE EQ | 132,128 | $465.75 萬 | 2.65% | 00.0% | 不變 | – |
| ISHARES TR464288653 | 10-20 YR TRS ETF | 45,370 | $456.97 萬 | 2.60% | 00.0% | 不變 | – |
| ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396 | ETF | 18,790 | $450.94 萬 | 2.57% | 00.0% | 不變 | – |
| TRUST FOR PROFESSIONAL MANAG89834G752 | ACTIVEPASSIVE CR | 152,046 | $447.78 萬 | 2.55% | 00.0% | 不變 | – |
| BLACKROCK ETF TRUST09290C806 | ISHA US THEM ETF | 113,339 | $410.51 萬 | 2.34% | 00.0% | 不變 | – |
| SPDR INDEX SHS FDS78463X434 | ST STR MSCI EAFE | 37,711 | $351.73 萬 | 2.00% | 00.0% | 不變 | – |
| ISHARES TR464288588 | MBS ETF | 33,935 | $322.21 萬 | 1.83% | 00.0% | 不變 | – |
| BLACKROCK ETF TRUST09290C699 | ISHARES DEFENSE | 92,066 | $301.24 萬 | 1.71% | 00.0% | 不變 | – |
| BLACKROCK ETF TRUST09290C855 | ISHA LA CORE ETF | 72,870 | $299.2 萬 | 1.70% | 00.0% | 不變 | – |
| ISHARES U.S. TREASURY BOND ETF46429B267 | ETF | 121,386 | $278.1 萬 | 1.58% | 00.0% | 不變 | – |
| ISHARES TR46435G672 | CORE INTL AGGR | 47,973 | $240.06 萬 | 1.37% | 00.0% | 不變 | – |
| VANGUARD WELLINGTON FD921935607 | US MULTIFACTOR | 14,185 | $219.97 萬 | 1.25% | 00.0% | 不變 | – |
| ISHARES FLEXIBLE INCOME ACTIVE ETF092528603 | ETF | 36,036 | $187.14 萬 | 1.07% | 00.0% | 不變 | – |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A649 | ETF | 69,823 | $178.89 萬 | 1.02% | 00.0% | 不變 | – |
| HDHOME DEPOT INC COM | Stock | 5,345 | $175.79 萬 | 1.00% | 00.0% | 不變 | 查看 |
| ISHARES TR464288414 | NATIONAL MUN ETF | 13,510 | $143.41 萬 | 0.82% | 00.0% | 不變 | – |
| BLACKROCK ETF TRUST09290C723 | DYNAMIC EQTY ACT | 57,883 | $140.71 萬 | 0.80% | 00.0% | 不變 | – |
| VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407 | ETF | 25,834 | $124.13 萬 | 0.71% | 00.0% | 不變 | – |
| IAUISHARES GOLD TRUST | ETF | 13,904 | $122.58 萬 | 0.70% | 00.0% | 不變 | 查看 |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 26,619 | $103.44 萬 | 0.59% | 00.0% | 不變 | – |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 2,403 | $102.46 萬 | 0.58% | 00.0% | 不變 | – |
| AMERICAN CENTY ETF TR025072604 | AVANTIS EMGMKT | 12,049 | $97.09 萬 | 0.55% | 00.0% | 不變 | – |
| ISHARES TR464287622 | RUS 1000 ETF | 2,629 | $93.74 萬 | 0.53% | 00.0% | 不變 | – |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 6,783 | $90.15 萬 | 0.51% | 00.0% | 不變 | – |
| SCHWAB U.S. LARGE-CAP GROWTH ETF808524300 | ETF | 30,919 | $90.07 萬 | 0.51% | 00.0% | 不變 | – |
| AAPLAPPLE INC COM | Stock | 2,803 | $71.14 萬 | 0.40% | 00.0% | 不變 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 4,051 | $70.65 萬 | 0.40% | 00.0% | 不變 | 查看 |
| ISHARES INC464286392 | MSCI WORLD ETF | 3,894 | $70.1 萬 | 0.40% | −33−0.8% | 減碼 | – |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 9,741 | $69.29 萬 | 0.39% | 00.0% | 不變 | – |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 7,528 | $68.15 萬 | 0.39% | 00.0% | 不變 | – |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605 | ETF | 12,765 | $63.02 萬 | 0.36% | 00.0% | 不變 | – |
| AMZNAMAZON COM INC COM | Stock | 2,635 | $54.88 萬 | 0.31% | 00.0% | 不變 | 查看 |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 6,708 | $53.17 萬 | 0.30% | 00.0% | 不變 | – |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 2,613 | $51.27 萬 | 0.29% | 00.0% | 不變 | – |
| ISHARES S&P 100 ETF464287101 | ETF | 1,542 | $49.05 萬 | 0.28% | 00.0% | 不變 | – |
| MSFTMICROSOFT CORP COM | Stock | 1,291 | $47.78 萬 | 0.27% | 00.0% | 不變 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,628 | $46.81 萬 | 0.27% | 00.0% | 不變 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 683 | $44.44 萬 | 0.25% | 00.0% | 不變 | 查看 |
| INNOVATOR ETFS TRUST45782C557 | US EQTY BUF DEC | 8,555 | $41.06 萬 | 0.23% | 00.0% | 不變 | – |
| ISHARES CORE MSCI EUROPE ETF46434V738 | ETF | 5,398 | $37.93 萬 | 0.22% | 00.0% | 不變 | – |
| DBX ETF TR233051515 | XTRACKERS FTSE | 9,608 | $36.32 萬 | 0.21% | 00.0% | 不變 | – |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704 | ETF | 2,237 | $36.18 萬 | 0.21% | 00.0% | 不變 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 1,156 | $33.16 萬 | 0.19% | 00.0% | 不變 | 查看 |
| BLACKROCK ETF TRUST09290C715 | DISC VOLA EQ ETF | 13,394 | $33.02 萬 | 0.19% | 00.0% | 不變 | – |
| MUMICRON TECHNOLOGY INC COM | Stock | 941 | $31.8 萬 | 0.18% | 00.0% | 不變 | 查看 |
| ISHARES TR464287721 | U.S. TECH ETF | 1,748 | $31.71 萬 | 0.18% | 00.0% | 不變 | – |
| TRUST FOR PROFESSIONAL MANAG89834G745 | ACTIVEPASSIVE MN | 12,517 | $31.16 萬 | 0.18% | 00.0% | 不變 | – |
| SPDR SERIES TRUST78468R812 | ST STR MSCI USAQ | 1,804 | $30.96 萬 | 0.18% | 00.0% | 不變 | – |
| ISHARES TR46438G448 | LONG TERM MUNI | 6,130 | $30.61 萬 | 0.17% | 00.0% | 不變 | – |
| METAMETA PLATFORMS INC CL A | Stock | 521 | $29.81 萬 | 0.17% | 00.0% | 不變 | 查看 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209 | ETF | 1,986 | $29.12 萬 | 0.17% | 00.0% | 不變 | – |
| INNOVATOR ETFS TRUST45782C466 | GRWT100 PWR BF | 5,058 | $26.99 萬 | 0.15% | 00.0% | 不變 | – |
| DIMENSIONAL ETF TRUST25434V831 | US HIGH PROF ETF | 7,288 | $26.79 萬 | 0.15% | 00.0% | 不變 | – |
| SPDR SERIES TRUST78468R721 | STATE STREET SPD | 5,623 | $25.49 萬 | 0.15% | 00.0% | 不變 | – |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 1,738 | $25.42 萬 | 0.14% | 00.0% | 不變 | 查看 |
| INNOVATOR ETFS TRUST45782C870 | US EQT PWR BUF | 6,197 | $24.66 萬 | 0.14% | 00.0% | 不變 | – |
| ISHARES TR464288760 | US AER DEF ETF | 1,105 | $24.17 萬 | 0.14% | 00.0% | 不變 | – |
| ISHARES RUSSELL 1000 VALUE ETF464287598 | ETF | 1,112 | $23.76 萬 | 0.14% | 00.0% | 不變 | – |
| ISHARES INC46434G889 | EMNG MKTS EQT | 3,906 | $23.6 萬 | 0.13% | 00.0% | 不變 | – |
| ISHARES TR46435G193 | ESG AWRE USD ETF | 9,976 | $23.08 萬 | 0.13% | 00.0% | 不變 | – |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852 | ETF | 2,067 | $22.91 萬 | 0.13% | 00.0% | 不變 | – |
| AMERICAN CENTY ETF TR025072885 | US EQT ETF | 2,041 | $22.69 萬 | 0.13% | 00.0% | 不變 | – |
| ISHARES ESG AWARE US AGGREGATE BOND ETF46435U549 | ETF | 4,772 | $22.69 萬 | 0.13% | 00.0% | 不變 | – |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407 | ETF | 2,027 | $22.09 萬 | 0.13% | 00.0% | 不變 | – |
| ISHARES TR464287549 | EXPND TEC SC ETF | 1,850 | $21.92 萬 | 0.12% | 00.0% | 不變 | – |
| VANGUARD TOTAL BOND MARKET ETF921937835 | ETF | 2,749 | $20.24 萬 | 0.12% | 00.0% | 不變 | – |
| NRONEUBERGER R/EST SECS INC FD | COM | 30,792 | $8.75 萬 | 0.05% | 00.0% | 不變 | 查看 |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/8/19 | 78 | $1.76 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/5/11 | 78 | $1.76 億 | – | SEC |
| 2025 年第 2 季 | 2026/8/13 | 78 | $1.76 億 | – | SEC |