Precedent Wealth Partners, LLC
- SEC CIK
- 0002008666
- 最新申報
- 2026/7/21
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/23 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 133
- 較 2023 年第 4 季 +2
- 總值
- $2.33 億
- 較 2023 年第 4 季 +$3,595 萬 (+18.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 81,723 | $2,124 萬 | 9.1% | +1,223+1.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 220,046 | $1,337 萬 | 5.7% | +11,861+5.7% | 加碼依 5 比 1 拆股換算 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 257,006 | $1,253 萬 | 5.4% | +7,483+3.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,074 | $1,108 萬 | 4.8% | +652+3.2% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 133,680 | $1,068 萬 | 4.6% | +6,351+5.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 196,815 | $987.4 萬 | 4.2% | −15,500−7.3% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 59,944 | $786.7 萬 | 3.4% | −1,262−2.1% | 減碼 | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 70,860 | $614.1 萬 | 2.6% | −290−0.4% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 51,040 | $549.2 萬 | 2.4% | +51,040 | 新進 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 69,635 | $525.0 萬 | 2.3% | +69,635 | 新進 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 119,404 | $503.1 萬 | 2.2% | +43,134+56.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 114,939 | $442.2 萬 | 1.9% | −23,024−16.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,598 | $319.6 萬 | 1.4% | +177+2.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 15,373 | $263.6 萬 | 1.1% | −300−1.9% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,691 | $261.0 萬 | 1.1% | +118+2.6% | 加碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 99,458 | $247.7 萬 | 1.1% | +16,166+19.4% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 108,390 | $247.3 萬 | 1.1% | +16,097+17.4% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 103,425 | $246.2 萬 | 1.1% | +16,695+19.2% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 102,661 | $244.8 萬 | 1.1% | +16,909+19.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 45,234 | $241.3 萬 | 1.0% | +21,590+91.3% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,378 | $239.6 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 115,938 | $237.6 萬 | 1.0% | +15,285+15.2% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 110,615 | $236.7 萬 | 1.0% | +14,271+14.8% | 加碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 94,932 | $235.5 萬 | 1.0% | +11,179+13.3% | 加碼 | – |
| LRCXLam Research Corp | COM | 2,284 | $221.9 萬 | 1.0% | +100+4.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,577 | $209.0 萬 | 0.9% | +78+5.2% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 6,405 | $203.4 萬 | 0.9% | +375+6.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,207 | $200.0 萬 | 0.9% | +869+5.3% | 加碼 | 歷史 |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 74,007 | $185.4 萬 | 0.8% | +3,853+5.5% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 63,188 | $177.2 萬 | 0.8% | −3,563−5.3% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,134 | $176.7 萬 | 0.8% | +2,062+50.6% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 24,482 | $168.4 萬 | 0.7% | +138+0.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,387 | $168.0 萬 | 0.7% | +508+6.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,343 | $160.7 萬 | 0.7% | +1,040+45.2% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 12,338 | $152.0 萬 | 0.7% | −1,780−12.6% | 減碼 | – |
| CVXChevron Corp | Stock | 9,470 | $149.4 萬 | 0.6% | +566+6.4% | 加碼 | 歷史 |
| WisdomTree Tr97717X651 | US S CAP QTY DIV | 29,522 | $146.5 萬 | 0.6% | +656+2.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 4,998 | $140.9 萬 | 0.6% | +307+6.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,466 | $135.9 萬 | 0.6% | +521+7.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,562 | $129.7 萬 | 0.6% | +307+7.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 51,004 | $128.9 萬 | 0.6% | +3,215+6.7% | 加碼 | – |
| ACNAccenture plc | Stock | 3,419 | $118.5 萬 | 0.5% | +247+7.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 50,131 | $116.5 萬 | 0.5% | +11,080+28.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 49,431 | $116.1 萬 | 0.5% | +11,130+29.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 48,637 | $115.1 萬 | 0.5% | +10,021+26.0% | 加碼 | – |
| CMICummins Inc | Stock | 3,901 | $114.9 萬 | 0.5% | +426+12.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,532 | $114.3 萬 | 0.5% | +442+7.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 22,686 | $113.2 萬 | 0.5% | +1,669+7.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,571 | $111.2 萬 | 0.5% | +568+9.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 50,005 | $110.6 萬 | 0.5% | +12,169+32.2% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 8,333 | $110.0 萬 | 0.5% | +682+8.9% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 44,964 | $109.4 萬 | 0.5% | +10,619+30.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 45,773 | $107.9 萬 | 0.5% | +11,110+32.1% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 2,306 | $104.9 萬 | 0.5% | +197+9.3% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 6,846 | $104.8 萬 | 0.5% | +6,846 | 新進 | 歷史 |
| METMetlife Inc | Stock | 14,139 | $104.8 萬 | 0.5% | +1,200+9.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 48,680 | $103.7 萬 | 0.4% | +11,056+29.4% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 1,244 | $103.7 萬 | 0.4% | +112+9.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,501 | $102.8 萬 | 0.4% | +564+9.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 27,057 | $102.6 萬 | 0.4% | +2,653+10.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,653 | $102.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,124 | $101.6 萬 | 0.4% | −566−33.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,924 | $100.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,925 | $100.0 萬 | 0.4% | +367+10.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,793 | $94.7 萬 | 0.4% | +3,793 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 17,630 | $94.2 萬 | 0.4% | −917−4.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,395 | $91.9 萬 | 0.4% | +1,073+81.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 36,719 | $91.0 萬 | 0.4% | +3,878+11.8% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,420 | $89.8 萬 | 0.4% | +868+13.2% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 7,853 | $89.3 萬 | 0.4% | +839+12.0% | 加碼 | 歷史 |
| KRKroger Co | Stock | 15,608 | $89.2 萬 | 0.4% | +7,559+93.9% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 48,074 | $88.2 萬 | 0.4% | +5,175+12.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 19,452 | $83.7 萬 | 0.4% | +7,114+57.7% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,701 | $82.4 萬 | 0.4% | 00.0% | 不變 | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 19,640 | $82.2 萬 | 0.4% | −7,310−27.1% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,066 | $81.3 萬 | 0.3% | +1,995+14.2% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 4,623 | $80.5 萬 | 0.3% | +439+10.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,196 | $77.2 萬 | 0.3% | +569+12.3% | 加碼 | 歷史 |
| OCOwens Corning | Stock | 4,604 | $76.8 萬 | 0.3% | +1,757+61.7% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 7,544 | $73.0 萬 | 0.3% | +886+13.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,926 | $72.6 萬 | 0.3% | +397+5.3% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 12,447 | $72.1 萬 | 0.3% | +1,638+15.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,725 | $71.5 萬 | 0.3% | −97−2.5% | 減碼 | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 14,247 | $71.4 萬 | 0.3% | +1,134+8.6% | 加碼 | – |
| CMCSAComcast Corp | Stock | 16,066 | $69.6 萬 | 0.3% | +1,603+11.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 3,493 | $67.9 萬 | 0.3% | +3,493 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,421 | $65.3 萬 | 0.3% | +315+10.1% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 6,018 | $63.7 萬 | 0.3% | +830+16.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,714 | $61.4 萬 | 0.3% | +985+17.2% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,274 | $61.0 萬 | 0.3% | +2,274 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,017 | $59.1 萬 | 0.3% | +1,017 | 新進 | 歷史 |
| CPBCAMPBELL'S Co | COM | 13,289 | $59.1 萬 | 0.3% | +6,972+110.4% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,284 | $55.6 萬 | 0.2% | +3,284 | 新進 | 歷史 |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 13,154 | $52.1 萬 | 0.2% | −11−0.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,452 | $52.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,417 | $52.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,157 | $51.4 萬 | 0.2% | +50+4.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 8,190 | $49.3 萬 | 0.2% | +495+6.4% | 加碼依 3 比 1 拆股換算 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,008 | $49.0 萬 | 0.2% | +41+4.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,179 | $46.9 萬 | 0.2% | +2,082+22.9% | 加碼 | 歷史 |
2023 年第 4 季之後清倉（11 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 58,695 | $147.6 萬 | 0.8% | – |
| PGProcter & Gamble Co | Stock | 7,272 | $106.6 萬 | 0.5% | 歷史 |
| RTXRTX Corp | Stock | 10,816 | $91.0 萬 | 0.5% | 歷史 |
| HONHoneywell International Inc | COM | 3,317 | $69.6 萬 | 0.4% | 歷史 |
| GISGeneral Mills Inc | Stock | 9,035 | $58.9 萬 | 0.3% | 歷史 |
| MDTMedtronic plc | Stock | 6,955 | $57.3 萬 | 0.3% | 歷史 |
| PFEPfizer Inc | Stock | 17,990 | $51.8 萬 | 0.3% | 歷史 |
| CVSCVS Health Corp | Stock | 4,864 | $38.4 萬 | 0.2% | 歷史 |
| MSMorgan Stanley | Stock | 2,626 | $24.5 萬 | 0.1% | 歷史 |
| CADECadence Bancorporation | EQUITY US CM | 7,539 | $22.3 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 5,914 | $21.8 萬 | 0.1% | 歷史 |