Precedent Wealth Partners, LLC
- SEC CIK
- 0002008666
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/7 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 171
- 較 2025 年第 3 季 +3
- 總值
- $4.77 億
- 較 2025 年第 3 季 +$2,273 萬 (+5.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 455,712 | $2,847 萬 | 6.0% | +48,646+12.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 81,163 | $2,721 萬 | 5.7% | −307−0.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 20,782 | $1,303 萬 | 2.7% | +2,271+12.3% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 251,334 | $1,297 萬 | 2.7% | −23,607−8.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,693 | $1,280 萬 | 2.7% | −496−2.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 201,085 | $1,192 萬 | 2.5% | −8,847−4.2% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 120,759 | $1,160 萬 | 2.4% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 71,737 | $998.3 萬 | 2.1% | −6,936−8.8% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 257,587 | $987.1 萬 | 2.1% | +12,855+5.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U497 | FT VEST MAX DECE | 297,765 | $978.0 萬 | 2.1% | +58,312+24.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 95,278 | $975.8 萬 | 2.0% | +5,144+5.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 125,403 | $827.7 萬 | 1.7% | −4,818−3.7% | 減碼 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 57,151 | $823.9 萬 | 1.7% | +10,340+22.1% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 83,322 | $819.2 萬 | 1.7% | +20,550+32.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 180,545 | $783.8 萬 | 1.6% | −34,915−16.2% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 74,764 | $672.9 萬 | 1.4% | +11,183+17.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 18,993 | $657.3 萬 | 1.4% | −930−4.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,460 | $637.8 萬 | 1.3% | +652+2.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 59,008 | $600.8 萬 | 1.3% | −968−1.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,989 | $593.6 萬 | 1.2% | −6,782−18.0% | 減碼 | – |
| LRCXLam Research Corp | Stock | 32,111 | $549.7 萬 | 1.2% | −1,553−4.6% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 48,965 | $524.5 萬 | 1.1% | −856−1.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 113,880 | $515.2 萬 | 1.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 10,358 | $500.9 萬 | 1.1% | +296+2.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 15,303 | $472.9 萬 | 1.0% | +4,955+47.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 35,878 | $431.8 萬 | 0.9% | +902+2.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 91,133 | $427.6 萬 | 0.9% | −2,995−3.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 89,516 | $427.2 萬 | 0.9% | −130,711−59.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,734 | $410.3 萬 | 0.9% | +170+1.4% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 189,917 | $401.4 萬 | 0.8% | +11,826+6.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 175,511 | $386.6 萬 | 0.8% | +13,395+8.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46139W833 | BULLETSHS 32 MUN | 149,715 | $375.9 萬 | 0.8% | +13,122+9.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 157,893 | $373.7 萬 | 0.8% | +11,747+8.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 9,966 | $372.2 萬 | 0.8% | −1,369−12.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 158,066 | $371.5 萬 | 0.8% | +11,768+8.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 153,447 | $355.2 萬 | 0.7% | +13,952+10.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 5,886 | $355.1 萬 | 0.7% | −65−1.1% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W791 | BULLE MUN ETF | 135,042 | $349.2 萬 | 0.7% | +79,416+142.8% | 加碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 163,647 | $346.1 萬 | 0.7% | +9,767+6.3% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 155,786 | $343.8 萬 | 0.7% | +9,438+6.4% | 加碼 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 134,202 | $342.6 萬 | 0.7% | +6,312+4.9% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 146,292 | $342.4 萬 | 0.7% | +9,036+6.6% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 134,140 | $341.5 萬 | 0.7% | +8,432+6.7% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 139,784 | $339.4 萬 | 0.7% | +8,901+6.8% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 138,583 | $335.8 萬 | 0.7% | +8,550+6.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 99,809 | $329.9 萬 | 0.7% | −913−0.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 65,648 | $320.6 萬 | 0.7% | +65,648 | 新進 | – |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 122,018 | $319.0 萬 | 0.7% | +91,978+306.2% | 加碼 | – |
| WSMWilliams Sonoma Inc | COM | 17,763 | $317.2 萬 | 0.7% | +342+2.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 115,074 | $296.3 萬 | 0.6% | +18,172+18.8% | 加碼 | – |
| CVXChevron Corp | Stock | 19,237 | $293.2 萬 | 0.6% | +62+0.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 122,388 | $289.4 萬 | 0.6% | −6,289−4.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U422 | FT VEST US EQUTY | 94,006 | $285.6 萬 | 0.6% | −1,206−1.3% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 12,194 | $278.6 萬 | 0.6% | +442+3.8% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,149 | $276.6 萬 | 0.6% | +13+0.1% | 加碼 | – |
| BACBank of America Corp | Stock | 50,097 | $275.5 萬 | 0.6% | +1,337+2.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 97,181 | $274.4 萬 | 0.6% | +3,563+3.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U455 | FT VEST US EQUIT | 82,562 | $272.5 萬 | 0.6% | −138−0.2% | 減碼 | – |
| AMGNAmgen Inc | Stock | 7,940 | $259.9 萬 | 0.5% | +371+4.9% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 18,085 | $259.6 萬 | 0.5% | +13+0.1% | 加碼 | – |
| CATCaterpillar Inc | Stock | 4,412 | $252.8 萬 | 0.5% | −58−1.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,211 | $252.7 萬 | 0.5% | +380+3.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,055 | $246.2 萬 | 0.5% | +496+6.6% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 12,479 | $238.3 萬 | 0.5% | +12,479 | 新進 | – |
| QCOMQualcomm Inc | Stock | 13,784 | $235.8 萬 | 0.5% | +719+5.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,183 | $233.7 萬 | 0.5% | +112+5.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 21,975 | $231.3 萬 | 0.5% | +1,947+9.7% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 84,092 | $231.2 萬 | 0.5% | +3,197+4.0% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 44,319 | $222.9 萬 | 0.5% | −2,497−5.3% | 減碼 | – |
| DGDollar General Corp | COM | 15,772 | $209.4 萬 | 0.4% | +1,260+8.7% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 26,378 | $208.2 萬 | 0.4% | +1,848+7.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,228 | $204.5 萬 | 0.4% | +324+8.3% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 34,434 | $198.5 萬 | 0.4% | +1,734+5.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,507 | $196.0 萬 | 0.4% | +179+1.7% | 加碼 | 歷史 |
| KRKroger Co | Stock | 31,178 | $194.8 萬 | 0.4% | +1,618+5.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 7,411 | $190.6 萬 | 0.4% | +130+1.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 16,119 | $188.9 萬 | 0.4% | +1,205+8.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,955 | $186.9 萬 | 0.4% | +457+5.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 6,771 | $181.7 萬 | 0.4% | +46+0.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,268 | $181.3 萬 | 0.4% | +424+8.8% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 26,510 | $177.3 萬 | 0.4% | +1,248+4.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 10,018 | $173.8 萬 | 0.4% | −532−5.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V381 | S&P500 EQL DIS | 29,739 | $169.6 萬 | 0.4% | +29,739 | 新進 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 49,433 | $169.4 萬 | 0.4% | −1,791−3.5% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 29,682 | $168.3 萬 | 0.4% | +4,183+16.4% | 加碼 | – |
| HSYHershey Co | COM | 9,157 | $166.6 萬 | 0.3% | +827+9.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D812 | FT VEST TEC | 59,958 | $166.3 萬 | 0.3% | +4,120+7.4% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 6,588 | $162.3 萬 | 0.3% | +567+9.4% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 11,324 | $159.8 萬 | 0.3% | +140+1.3% | 加碼 | – |
| FDXFedEx Corp | Stock | 5,525 | $159.6 萬 | 0.3% | +749+15.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,357 | $156.1 萬 | 0.3% | +247+11.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 21,534 | $150.5 萬 | 0.3% | +2,944+15.8% | 加碼 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 12,847 | $145.9 萬 | 0.3% | +217+1.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,587 | $143.6 萬 | 0.3% | +105+2.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,187 | $142.8 萬 | 0.3% | −184−2.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,059 | $140.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 49,925 | $136.9 萬 | 0.3% | +655+1.3% | 加碼 | – |
| TGTTarget Corp | Stock | 13,875 | $135.6 萬 | 0.3% | −639−4.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 27,060 | $133.0 萬 | 0.3% | −1,193−4.2% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 5,259 | $129.9 萬 | 0.3% | +117+2.3% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（6 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 86,121 | $216.9 萬 | 0.5% | – |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 70,070 | $171.8 萬 | 0.4% | – |
| AXONAxon Enterprise, Inc. | COM | 443 | $31.8 萬 | 0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 4,056 | $23.1 萬 | 0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,074 | $20.7 萬 | <0.1% | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 18,363 | $12.7 萬 | <0.1% | 歷史 |