Precedent Wealth Partners, LLC
- SEC CIK
- 0002008666
- 最新申報
- 2026/7/21
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/17 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 155
- 較 2024 年第 4 季 +7
- 總值
- $3.60 億
- 較 2024 年第 4 季 +$5,373 萬 (+17.5%)
| 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 | 83,455 | $2,294 萬 | 6.4% | +2,219+2.7% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 267,655 | $1,325 萬 | 3.7% | +20,338+8.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 243,752 | $1,239 萬 | 3.4% | +16,764+7.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,747 | $1,222 萬 | 3.4% | +969+4.7% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 76,561 | $1,039 萬 | 2.9% | +11,760+18.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 221,824 | $1,021 萬 | 2.8% | +53,661+31.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 236,824 | $998.2 萬 | 2.8% | +236,824 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 119,857 | $979.6 萬 | 2.7% | +786+0.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 146,764 | $856.4 萬 | 2.4% | −25,964−15.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 197,048 | $748.2 萬 | 2.1% | +197,048 | 新進 | – |
| First Tr Exchng Traded FD VI33740U497 | FT VEST MAX DECE | 237,102 | $724.8 萬 | 2.0% | +237,102 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,129 | $674.7 萬 | 1.9% | +2,919+28.6% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 200,256 | $670.9 萬 | 1.9% | +81,632+68.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 73,093 | $669.0 萬 | 1.9% | +29,129+66.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 162,700 | $631.2 萬 | 1.8% | 00.0% | 不變 | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 62,258 | $617.4 萬 | 1.7% | +3,050+5.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 48,773 | $580.1 萬 | 1.6% | +26,679+120.8% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 54,446 | $574.1 萬 | 1.6% | +2,258+4.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 21,725 | $482.6 萬 | 1.3% | +1,185+5.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 27,274 | $472.5 萬 | 1.3% | +9,608+54.4% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 13,934 | $427.4 萬 | 1.2% | +867+6.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 103,817 | $419.5 萬 | 1.2% | −188−0.2% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 48,190 | $355.1 萬 | 1.0% | +9,334+24.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 9,120 | $342.4 萬 | 1.0% | +730+8.7% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 46,609 | $317.9 萬 | 0.9% | +18,866+68.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 5,951 | $317.5 萬 | 0.9% | +429+7.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 18,063 | $302.4 萬 | 0.8% | +614+3.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 141,395 | $293.1 萬 | 0.8% | +67,193+90.6% | 加碼 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 113,865 | $284.5 萬 | 0.8% | −13,985−10.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U422 | FT VEST US EQUTY | 99,543 | $283.3 萬 | 0.8% | +99,543 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 129,822 | $280.2 萬 | 0.8% | +55,551+74.8% | 加碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 132,989 | $276.0 萬 | 0.8% | −14,127−9.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 118,665 | $275.0 萬 | 0.8% | +43,745+58.4% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 108,460 | $274.0 萬 | 0.8% | −11,748−9.8% | 減碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 125,702 | $273.0 萬 | 0.8% | −13,717−9.8% | 減碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 118,036 | $273.0 萬 | 0.8% | −13,003−9.9% | 減碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 112,768 | $272.7 萬 | 0.8% | −12,468−10.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 115,196 | $271.3 萬 | 0.8% | +42,713+58.9% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 111,983 | $271.1 萬 | 0.8% | −12,316−9.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,897 | $267.3 萬 | 0.7% | +1,354+14.2% | 加碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 102,498 | $257.8 萬 | 0.7% | −13,571−11.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46139W833 | BULLETSHS 32 MUN | 103,589 | $254.8 萬 | 0.7% | +39,682+62.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 109,355 | $248.7 萬 | 0.7% | +36,421+49.9% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,204 | $248.4 萬 | 0.7% | −201−1.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U455 | FT VEST US EQUIT | 80,124 | $246.6 萬 | 0.7% | +80,124 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 101,039 | $238.6 萬 | 0.7% | +32,335+47.1% | 加碼 | – |
| WSMWilliams Sonoma Inc | COM | 14,928 | $236.0 萬 | 0.7% | +1,146+8.3% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 17,340 | $223.6 萬 | 0.6% | +5,614+47.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 10,444 | $218.8 萬 | 0.6% | +1,222+13.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 28,757 | $209.1 萬 | 0.6% | +3,094+12.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 65,940 | $206.8 萬 | 0.6% | +65,940 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 83,529 | $204.5 萬 | 0.6% | +17,252+26.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 6,533 | $204.1 萬 | 0.6% | +783+13.6% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 40,635 | $201.6 萬 | 0.6% | +14,585+56.0% | 加碼 | – |
| KMIKinder Morgan, Inc. | Stock | 69,611 | $198.6 萬 | 0.6% | +10,799+18.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 76,826 | $196.2 萬 | 0.5% | −7,912−9.3% | 減碼 | – |
| AMGNAmgen Inc | Stock | 6,259 | $195.0 萬 | 0.5% | +852+15.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,088 | $186.0 萬 | 0.5% | +1,079+21.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 71,163 | $177.6 萬 | 0.5% | +1,795+2.6% | 加碼 | – |
| BACBank of America Corp | Stock | 40,162 | $167.6 萬 | 0.5% | +5,898+17.2% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 5,341 | $167.4 萬 | 0.5% | +666+14.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 6,537 | $165.9 萬 | 0.5% | +6,537 | 新進 | – |
| BLKBlackRock, Inc. | Stock | 1,740 | $164.7 萬 | 0.5% | +266+18.0% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 5,252 | $163.9 萬 | 0.5% | +912+21.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 27,272 | $163.7 萬 | 0.5% | +4,302+18.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 15,396 | $161.7 萬 | 0.4% | +15,396 | 新進 | 歷史 |
| METMetlife Inc | Stock | 20,125 | $161.6 萬 | 0.4% | +2,999+17.5% | 加碼 | 歷史 |
| KRKroger Co | Stock | 23,714 | $160.5 萬 | 0.4% | +3,785+19.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,560 | $158.5 萬 | 0.4% | +1,836+23.8% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 24,065 | $157.3 萬 | 0.4% | +24,065 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,210 | $156.8 萬 | 0.4% | +1,821+21.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,142 | $152.1 萬 | 0.4% | +1,839+22.1% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 12,243 | $149.3 萬 | 0.4% | +2,215+22.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 11,108 | $149.2 萬 | 0.4% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 3,336 | $149.0 萬 | 0.4% | +443+15.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 52,895 | $147.9 萬 | 0.4% | +29,978+130.8% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 8,164 | $146.7 萬 | 0.4% | +1,613+24.6% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 9,422 | $138.7 萬 | 0.4% | +1,714+22.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 12,439 | $135.9 萬 | 0.4% | +5,171+71.1% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 14,880 | $133.6 萬 | 0.4% | +3,221+27.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,565 | $130.7 萬 | 0.4% | +598+20.2% | 加碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 26,220 | $130.1 萬 | 0.4% | +15,557+145.9% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,370 | $124.1 萬 | 0.3% | +572+31.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 22,861 | $115.5 萬 | 0.3% | +5,054+28.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 38,542 | $114.4 萬 | 0.3% | −481−1.2% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 3,817 | $112.6 萬 | 0.3% | +785+25.9% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,366 | $111.9 萬 | 0.3% | +1,322+26.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,261 | $111.2 萬 | 0.3% | +223+2.2% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,428 | $109.8 萬 | 0.3% | +947+27.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,957 | $109.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 6,648 | $109.5 萬 | 0.3% | +1,673+33.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 29,617 | $109.3 萬 | 0.3% | +7,613+34.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,932 | $108.6 萬 | 0.3% | +8,144+51.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 10,339 | $107.9 萬 | 0.3% | +2,335+29.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,650 | $107.5 萬 | 0.3% | −227−3.9% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 7,463 | $106.6 萬 | 0.3% | +1,606+27.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 9,487 | $104.3 萬 | 0.3% | +2,862+43.2% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 33,191 | $103.0 萬 | 0.3% | −17,260−34.2% | 減碼 | – |
| HSYHershey Co | COM | 5,926 | $101.4 萬 | 0.3% | +1,743+41.7% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,329 | $91.8 萬 | 0.3% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（9 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 160,471 | $653.7 萬 | 2.1% | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 60,178 | $449.7 萬 | 1.5% | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 21,200 | $102.1 萬 | 0.3% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,006 | $41.3 萬 | 0.1% | – |
| IBTXIndependent Bank Group, Inc. | COM | 6,693 | $40.6 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,855 | $21.9 萬 | 0.1% | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 4,830 | $21.7 萬 | 0.1% | – |
| ORCLOracle Corp | Stock | 1,276 | $21.3 萬 | 0.1% | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 10,014 | $12.6 萬 | <0.1% | 歷史 |