Precedent Wealth Partners, LLC
- SEC CIK
- 0002008666
- 最新申報
- 2026/7/21
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/21 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 148
- 較 2024 年第 3 季 +6
- 總值
- $3.06 億
- 較 2024 年第 3 季 +$327.7 萬 (+1.1%)
| 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 | 81,236 | $2,354 萬 | 7.7% | −481−0.6% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 247,317 | $1,261 萬 | 4.1% | −21,253−7.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,778 | $1,223 萬 | 4.0% | −417−2.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 226,988 | $1,085 萬 | 3.5% | +7,185+3.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 172,728 | $1,076 萬 | 3.5% | −45,077−20.7% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 119,071 | $900.3 萬 | 2.9% | −8,461−6.6% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 64,801 | $856.0 萬 | 2.8% | +1,836+2.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 168,163 | $840.1 萬 | 2.7% | +2,457+1.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 160,471 | $653.7 萬 | 2.1% | +671+0.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 162,700 | $645.6 萬 | 2.1% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 52,188 | $556.1 萬 | 1.8% | +572+1.1% | 加碼 | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 59,208 | $552.8 萬 | 1.8% | +630+1.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,210 | $550.1 萬 | 1.8% | +2,820+38.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 20,540 | $514.4 萬 | 1.7% | +366+1.8% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 60,178 | $449.7 萬 | 1.5% | −6,835−10.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 43,964 | $432.9 萬 | 1.4% | +43,964 | 新進 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 118,624 | $425.3 萬 | 1.4% | +118,624 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 13,067 | $421.0 萬 | 1.4% | +1,111+9.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 104,005 | $419.6 萬 | 1.4% | −5,749−5.2% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 17,449 | $404.5 萬 | 1.3% | +208+1.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,390 | $353.6 萬 | 1.2% | +41+0.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 5,522 | $314.5 萬 | 1.0% | +831+17.7% | 加碼 | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 127,850 | $314.3 萬 | 1.0% | −3,203−2.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 17,666 | $309.6 萬 | 1.0% | +1,528+9.5% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 125,236 | $300.1 萬 | 1.0% | −13,652−9.8% | 減碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 147,116 | $299.4 萬 | 1.0% | −10,060−6.4% | 減碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 120,208 | $299.3 萬 | 1.0% | −13,104−9.8% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 124,299 | $299.2 萬 | 1.0% | −13,707−9.9% | 減碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 131,039 | $298.8 萬 | 1.0% | −13,983−9.6% | 減碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 139,419 | $297.8 萬 | 1.0% | −10,308−6.9% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 116,069 | $290.8 萬 | 0.9% | −8,844−7.1% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 38,856 | $263.8 萬 | 0.9% | +1,461+3.9% | 加碼 | – |
| WSMWilliams Sonoma Inc | COM | 13,782 | $255.2 萬 | 0.8% | +114+0.8% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,405 | $248.2 萬 | 0.8% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 22,094 | $237.7 萬 | 0.8% | +182+0.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,543 | $228.7 萬 | 0.7% | +301+3.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 27,743 | $213.7 萬 | 0.7% | +27,743 | 新進 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 84,738 | $211.8 萬 | 0.7% | −1,603−1.9% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 31,490 | $186.4 萬 | 0.6% | +932+3.0% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 25,663 | $185.4 萬 | 0.6% | +25,663 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 69,368 | $177.0 萬 | 0.6% | +31,230+81.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 74,920 | $174.8 萬 | 0.6% | +4,581+6.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 72,483 | $171.1 萬 | 0.6% | +2,648+3.8% | 加碼 | – |
| CVXChevron Corp | Stock | 11,647 | $168.7 萬 | 0.6% | +775+7.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 72,934 | $167.3 萬 | 0.5% | +2,714+3.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 5,750 | $166.7 萬 | 0.5% | +34+0.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,222 | $163.9 萬 | 0.5% | +383+4.3% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 4,675 | $163.0 萬 | 0.5% | +136+3.0% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 66,277 | $162.4 萬 | 0.5% | +2,386+3.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 68,704 | $161.9 萬 | 0.5% | +2,740+4.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 74,271 | $161.3 萬 | 0.5% | +2,878+4.0% | 加碼 | – |
| KMIKinder Morgan, Inc. | Stock | 58,812 | $161.1 萬 | 0.5% | −399−0.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W833 | BULLETSHS 32 MUN | 63,907 | $160.3 萬 | 0.5% | +4,126+6.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 74,202 | $155.3 萬 | 0.5% | +3,171+4.5% | 加碼 | – |
| ACNAccenture plc | Stock | 4,340 | $152.7 萬 | 0.5% | −40−0.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,474 | $151.1 萬 | 0.5% | +1,474 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 34,264 | $150.6 萬 | 0.5% | +400+1.2% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 11,726 | $149.6 萬 | 0.5% | +11+0.1% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 5,009 | $146.6 萬 | 0.5% | +36+0.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 11,108 | $145.8 萬 | 0.5% | −1,198−9.7% | 減碼 | – |
| AMGNAmgen Inc | Stock | 5,407 | $140.9 萬 | 0.5% | +176+3.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,893 | $140.6 萬 | 0.5% | +119+4.3% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 17,126 | $140.2 萬 | 0.5% | +300+1.8% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 50,451 | $138.1 萬 | 0.5% | +3,908+8.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 10,038 | $134.8 萬 | 0.4% | −93−0.9% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 26,050 | $130.6 萬 | 0.4% | +4,357+20.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,877 | $128.9 萬 | 0.4% | −115−1.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,389 | $128.9 萬 | 0.4% | +247+3.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,268 | $127.3 萬 | 0.4% | −97,813−80.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 28,267 | $127.0 萬 | 0.4% | −37,873−57.3% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 8,303 | $126.3 萬 | 0.4% | +267+3.3% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 7,708 | $125.2 萬 | 0.4% | −28−0.4% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,551 | $122.8 萬 | 0.4% | +70+1.1% | 加碼 | 歷史 |
| KRKroger Co | Stock | 19,929 | $121.9 萬 | 0.4% | +547+2.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 22,970 | $120.1 萬 | 0.4% | −331−1.4% | 減碼 | 歷史 |
| WisdomTree Tr97717X651 | US S CAP QTY DIV | 23,337 | $119.6 萬 | 0.4% | −797−3.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 39,023 | $118.9 萬 | 0.4% | +6,569+20.2% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 11,659 | $116.0 萬 | 0.4% | +399+3.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,967 | $115.4 萬 | 0.4% | +87+3.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,957 | $114.7 萬 | 0.4% | +30+1.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,724 | $111.7 萬 | 0.4% | +123+1.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 8,004 | $108.2 萬 | 0.4% | +5,805+264.0% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 10,028 | $108.0 萬 | 0.4% | +144+1.5% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 21,200 | $102.1 萬 | 0.3% | −6,374−23.1% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,329 | $101.2 萬 | 0.3% | +606+12.8% | 加碼 | – |
| OCOwens Corning | Stock | 5,857 | $99.8 萬 | 0.3% | −26−0.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,044 | $97.3 萬 | 0.3% | +35+0.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,798 | $91.0 萬 | 0.3% | +7+0.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 17,807 | $89.4 萬 | 0.3% | +338+1.9% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 3,481 | $88.3 萬 | 0.3% | +122+3.6% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,032 | $87.9 萬 | 0.3% | +159+5.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 16,497 | $85.6 萬 | 0.3% | −500−2.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,417 | $83.6 萬 | 0.3% | +965+28.0% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 6,625 | $83.5 萬 | 0.3% | −301−4.3% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 8,060 | $83.3 萬 | 0.3% | +4,951+159.2% | 加碼 | – |
| CMCSAComcast Corp | Stock | 22,004 | $82.6 萬 | 0.3% | −426−1.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 10,748 | $81.3 萬 | 0.3% | +702+7.0% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,975 | $81.1 萬 | 0.3% | +210+4.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 37,763 | $80.3 萬 | 0.3% | +745+2.0% | 加碼 | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 7,268 | $79.1 萬 | 0.3% | +148+2.1% | 加碼 | – |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。