Precedent Wealth Partners, LLC
- SEC CIK
- 0002008666
- 最新申報
- 2026/7/21
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 168
- 較 2025 年第 2 季 −3
- 總值
- $4.54 億
- 較 2025 年第 2 季 +$4,588 萬 (+11.2%)
| 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 | 81,470 | $2,674 萬 | 5.9% | −42−0.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 407,066 | $2,439 萬 | 5.4% | +50,144+14.0% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 274,941 | $1,438 萬 | 3.2% | −4,543−1.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 19,189 | $1,284 萬 | 2.8% | −190−1.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 209,932 | $1,208 萬 | 2.7% | +2,131+1.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 18,511 | $1,134 萬 | 2.5% | +3,007+19.4% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 120,759 | $1,128 萬 | 2.5% | +1,558+1.3% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 78,673 | $1,102 萬 | 2.4% | +2,301+3.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 220,227 | $1,025 萬 | 2.3% | −23,430−9.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 90,134 | $946.0 萬 | 2.1% | +11,392+14.5% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 244,732 | $930.5 萬 | 2.0% | +30,683+14.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 215,460 | $908.1 萬 | 2.0% | −2,181−1.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 130,221 | $849.8 萬 | 1.9% | −7,166−5.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U497 | FT VEST MAX DECE | 239,453 | $772.5 萬 | 1.7% | +4,037+1.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 37,771 | $716.5 萬 | 1.6% | +4,803+14.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 19,923 | $657.3 萬 | 1.4% | +207+1.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 62,772 | $606.9 萬 | 1.3% | +12,275+24.3% | 加碼 | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 59,976 | $604.3 萬 | 1.3% | −76−0.1% | 減碼 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 46,811 | $599.3 萬 | 1.3% | +15,970+51.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 22,808 | $580.8 萬 | 1.3% | +29+0.1% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 63,581 | $538.4 萬 | 1.2% | +7,558+13.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 49,821 | $530.5 萬 | 1.2% | +744+1.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 10,062 | $521.2 萬 | 1.1% | +271+2.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 113,880 | $504.7 萬 | 1.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 33,664 | $450.8 萬 | 1.0% | +1,096+3.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 94,128 | $425.6 萬 | 0.9% | −5,786−5.8% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 11,335 | $414.3 萬 | 0.9% | −888−7.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,564 | $396.3 萬 | 0.9% | +717+6.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 34,976 | $394.3 萬 | 0.9% | +1,038+3.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 178,091 | $374.2 萬 | 0.8% | +21,122+13.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 162,116 | $355.4 萬 | 0.8% | +21,803+15.5% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 5,951 | $354.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 146,146 | $345.8 萬 | 0.8% | +17,412+13.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 146,298 | $342.6 萬 | 0.8% | +17,628+13.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46139W833 | BULLETSHS 32 MUN | 136,593 | $341.1 萬 | 0.8% | +19,456+16.6% | 加碼 | – |
| WSMWilliams Sonoma Inc | COM | 17,421 | $340.5 萬 | 0.7% | +360+2.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 100,722 | $328.4 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 127,890 | $327.7 萬 | 0.7% | +1,308+1.0% | 加碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 153,880 | $326.5 萬 | 0.7% | +5,820+3.9% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 146,348 | $324.2 萬 | 0.7% | +6,265+4.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 139,495 | $322.2 萬 | 0.7% | +21,019+17.7% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 137,256 | $322.1 萬 | 0.7% | +5,705+4.3% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 125,708 | $320.8 萬 | 0.7% | +4,975+4.1% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 130,883 | $318.6 萬 | 0.7% | +5,267+4.2% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 130,033 | $316.0 萬 | 0.7% | +5,280+4.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 10,348 | $312.9 萬 | 0.7% | +4,070+64.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 128,677 | $304.0 萬 | 0.7% | +17,592+15.8% | 加碼 | – |
| CVXChevron Corp | Stock | 19,175 | $297.8 萬 | 0.7% | +16,627+652.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U422 | FT VEST US EQUTY | 95,212 | $284.7 萬 | 0.6% | −3,019−3.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 11,752 | $272.1 萬 | 0.6% | +159+1.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U455 | FT VEST US EQUIT | 82,700 | $268.2 萬 | 0.6% | −1,024−1.2% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,136 | $267.4 萬 | 0.6% | −68−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 93,618 | $258.8 萬 | 0.6% | +6,931+8.0% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 18,072 | $254.7 萬 | 0.6% | +185+1.0% | 加碼 | – |
| BACBank of America Corp | Stock | 48,760 | $251.6 萬 | 0.6% | +2,594+5.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 96,902 | $250.5 萬 | 0.6% | +12,633+15.0% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 2,071 | $241.5 萬 | 0.5% | +125+6.4% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 46,816 | $234.4 萬 | 0.5% | +8,468+22.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 7,559 | $229.7 萬 | 0.5% | +416+5.8% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 80,895 | $229.0 萬 | 0.5% | +4,054+5.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,831 | $219.4 萬 | 0.5% | +782+7.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 13,065 | $217.4 萬 | 0.5% | +778+6.3% | 加碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 86,121 | $216.9 萬 | 0.5% | −15,389−15.2% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 32,700 | $216.0 萬 | 0.5% | +1,952+6.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 7,281 | $213.7 萬 | 0.5% | +472+6.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,569 | $213.6 萬 | 0.5% | +433+6.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,470 | $213.3 萬 | 0.5% | +334+8.1% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 24,530 | $202.1 萬 | 0.4% | +1,459+6.3% | 加碼 | 歷史 |
| KRKroger Co | Stock | 29,560 | $199.3 萬 | 0.4% | +2,426+8.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,844 | $196.3 萬 | 0.4% | +351+7.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,904 | $194.9 萬 | 0.4% | +253+6.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 10,550 | $193.8 萬 | 0.4% | +717+7.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,328 | $192.7 萬 | 0.4% | +10+0.1% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 25,262 | $185.4 萬 | 0.4% | −330−1.3% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 14,914 | $184.6 萬 | 0.4% | +961+6.9% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 70,070 | $171.8 萬 | 0.4% | −7,038−9.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 51,224 | $171.2 萬 | 0.4% | +2,395+4.9% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 8,498 | $170.7 萬 | 0.4% | +809+10.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,028 | $168.1 萬 | 0.4% | +1,889+10.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 6,725 | $165.8 萬 | 0.4% | +435+6.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D812 | FT VEST TEC | 55,838 | $160.0 萬 | 0.4% | +4,386+8.5% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 11,184 | $158.9 萬 | 0.3% | −10.0% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 6,021 | $157.0 萬 | 0.3% | +593+10.9% | 加碼 | 歷史 |
| HSYHershey Co | COM | 8,330 | $155.8 萬 | 0.3% | +940+12.7% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 14,512 | $150.0 萬 | 0.3% | +14,512 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 2,110 | $144.1 萬 | 0.3% | +251+13.5% | 加碼 | 歷史 |
| OCOwens Corning | Stock | 10,148 | $143.6 萬 | 0.3% | +941+10.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 20,565 | $143.4 萬 | 0.3% | +2,025+10.9% | 加碼 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 12,630 | $142.9 萬 | 0.3% | +2,235+21.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46139W791 | BULLE MUN ETF | 55,626 | $142.1 萬 | 0.3% | +24,094+76.4% | 加碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 25,499 | $142.1 萬 | 0.3% | −395−1.5% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 32,093 | $141.0 萬 | 0.3% | +2,559+8.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 5,142 | $140.2 萬 | 0.3% | +474+10.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,371 | $139.9 萬 | 0.3% | +322+5.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 28,253 | $139.3 萬 | 0.3% | +1,256+4.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,059 | $137.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 9,360 | $137.0 萬 | 0.3% | +1,403+17.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 49,270 | $134.5 萬 | 0.3% | −2,898−5.6% | 減碼 | – |
| TGTTarget Corp | Stock | 14,514 | $130.2 萬 | 0.3% | +1,306+9.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 40,321 | $126.7 萬 | 0.3% | +3,547+9.6% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（11 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CLXClorox Co | Stock | 11,303 | $135.7 萬 | 0.3% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,006 | $121.2 萬 | 0.3% | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 6,823 | $30.5 萬 | 0.1% | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 3,264 | $29.8 萬 | 0.1% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,588 | $28.5 萬 | 0.1% | – |
| PMPhilip Morris International Inc. | Stock | 1,370 | $25.0 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 4,803 | $21.8 萬 | 0.1% | – |
| DDominion Energy, Inc | Stock | 3,802 | $21.5 萬 | 0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 386 | $21.0 萬 | 0.1% | 歷史 |
| DLYDoubleLine Yield Opportunities Fund | COM | 11,828 | $18.4 萬 | <0.1% | 歷史 |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 10,900 | $8.00 萬 | <0.1% | 歷史 |