Precedent Wealth Partners, LLC
- SEC CIK
- 0002008666
- 最新申報
- 2026/7/21
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 166
- 較 2025 年第 4 季 −5
- 總值
- $5.00 億
- 較 2025 年第 4 季 +$2,277 萬 (+4.8%)
| 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 | 506,968 | $3,249 萬 | 6.5% | +51,256+11.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 81,162 | $2,604 萬 | 5.2% | −10.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U497 | FT VEST MAX DECE | 541,614 | $1,769 萬 | 3.5% | +243,849+81.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 21,988 | $1,314 萬 | 2.6% | +1,206+5.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,041 | $1,309 萬 | 2.6% | +1,348+7.2% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 231,191 | $1,215 萬 | 2.4% | −20,143−8.0% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 122,767 | $1,192 萬 | 2.4% | +2,008+1.7% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 293,256 | $1,156 萬 | 2.3% | +35,669+13.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 108,561 | $1,122 萬 | 2.2% | +13,283+13.9% | 加碼 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 70,286 | $1,115 萬 | 2.2% | +13,135+23.0% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 99,086 | $1,098 萬 | 2.2% | +15,764+18.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 175,102 | $955.2 萬 | 1.9% | −25,983−12.9% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 63,587 | $928.0 萬 | 1.9% | −8,150−11.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 126,376 | $853.4 萬 | 1.7% | +973+0.8% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 89,581 | $844.2 萬 | 1.7% | +14,817+19.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33744U105 | FT LADDE MAX ETF | 335,452 | $698.5 萬 | 1.4% | +321,985+2,390.9% | 加碼 | – |
| LRCXLam Research Corp | Stock | 31,715 | $677.6 萬 | 1.4% | −396−1.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 31,716 | $608.7 萬 | 1.2% | +727+2.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 23,773 | $603.3 萬 | 1.2% | +313+1.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 54,777 | $598.3 萬 | 1.2% | −4,231−7.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 34,927 | $592.6 萬 | 1.2% | −951−2.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 19,090 | $590.9 萬 | 1.2% | +97+0.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 54,305 | $576.4 萬 | 1.2% | +5,340+10.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 18,119 | $534.7 萬 | 1.1% | +2,816+18.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 124,440 | $529.2 萬 | 1.1% | −56,105−31.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 100,137 | $476.0 萬 | 1.0% | +9,004+9.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 201,991 | $421.8 萬 | 0.8% | +12,074+6.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 171,911 | $406.6 萬 | 0.8% | +14,018+8.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 186,295 | $406.4 萬 | 0.8% | +10,784+6.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46139W833 | BULLETSHS 32 MUN | 161,355 | $401.0 萬 | 0.8% | +11,640+7.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 168,022 | $393.1 萬 | 0.8% | +9,956+6.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 10,570 | $391.3 萬 | 0.8% | +212+2.0% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 166,299 | $382.9 萬 | 0.8% | +12,852+8.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,933 | $380.5 萬 | 0.8% | +199+1.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 133,733 | $374.5 萬 | 0.7% | +36,552+37.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46139W791 | BULLE MUN ETF | 144,742 | $367.9 萬 | 0.7% | +9,700+7.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 5,880 | $362.7 萬 | 0.7% | −6−0.1% | 減碼 | 歷史 |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 170,410 | $356.7 萬 | 0.7% | +6,763+4.1% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 162,299 | $355.3 萬 | 0.7% | +6,513+4.2% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 152,340 | $354.3 萬 | 0.7% | +6,048+4.1% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 139,779 | $354.1 萬 | 0.7% | +5,639+4.2% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 145,628 | $353.0 萬 | 0.7% | +5,844+4.2% | 加碼 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 137,642 | $347.8 萬 | 0.7% | +3,440+2.6% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 142,738 | $346.0 萬 | 0.7% | +4,155+3.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 9,633 | $343.5 萬 | 0.7% | −333−3.3% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 18,252 | $332.8 萬 | 0.7% | +489+2.8% | 加碼 | 歷史 |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 128,541 | $332.3 萬 | 0.7% | +6,523+5.3% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 126,247 | $323.4 萬 | 0.6% | +11,173+9.7% | 加碼 | – |
| CVXChevron Corp | Stock | 15,487 | $320.4 萬 | 0.6% | −3,750−19.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 66,686 | $319.5 萬 | 0.6% | +1,038+1.6% | 加碼 | – |
| CATCaterpillar Inc | Stock | 4,451 | $315.3 萬 | 0.6% | +39+0.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,840 | $313.9 萬 | 0.6% | +629+5.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 125,313 | $296.1 萬 | 0.6% | +2,925+2.4% | 加碼 | – |
| KMIKinder Morgan, Inc. | Stock | 86,547 | $290.2 萬 | 0.6% | +2,455+2.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,146 | $286.6 萬 | 0.6% | +206+2.6% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,178 | $281.6 萬 | 0.6% | +29+0.2% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 22,750 | $273.7 萬 | 0.5% | +775+3.5% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 18,404 | $272.6 萬 | 0.5% | +319+1.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 12,274 | $267.0 萬 | 0.5% | +80+0.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,448 | $262.6 萬 | 0.5% | +393+4.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,330 | $261.7 萬 | 0.5% | +102+2.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 51,256 | $249.9 萬 | 0.5% | +1,159+2.3% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 51,857 | $243.3 萬 | 0.5% | +48,631+1,507.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 36,331 | $239.7 萬 | 0.5% | +1,897+5.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V381 | S&P500 EQL DIS | 44,610 | $238.8 萬 | 0.5% | +14,871+50.0% | 加碼 | – |
| KRKroger Co | Stock | 32,696 | $236.6 萬 | 0.5% | +1,518+4.9% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 46,481 | $231.9 萬 | 0.5% | +2,162+4.9% | 加碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 41,758 | $230.7 萬 | 0.5% | +12,076+40.7% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 16,923 | $221.6 萬 | 0.4% | +804+5.0% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 27,647 | $221.3 萬 | 0.4% | +27,647 | 新進 | – |
| BLKBlackRock, Inc. | Stock | 2,256 | $217.0 萬 | 0.4% | +73+3.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 42,663 | $214.2 萬 | 0.4% | +11,635+37.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 17,100 | $207.3 萬 | 0.4% | +3,225+23.2% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 5,808 | $206.9 萬 | 0.4% | +283+5.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 9,655 | $200.7 萬 | 0.4% | +498+5.4% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 27,962 | $197.8 萬 | 0.4% | +1,584+6.0% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 16,457 | $195.4 萬 | 0.4% | +685+4.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,286 | $193.2 萬 | 0.4% | +331+3.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 6,565 | $190.7 萬 | 0.4% | +1,306+24.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 40,190 | $190.4 萬 | 0.4% | −49,326−55.1% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,748 | $189.0 萬 | 0.4% | +480+9.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,526 | $187.1 萬 | 0.4% | +742+5.4% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 7,068 | $184.0 萬 | 0.4% | +480+7.3% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 27,677 | $182.5 萬 | 0.4% | +1,167+4.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 23,482 | $178.6 萬 | 0.4% | +1,948+9.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,187 | $177.7 萬 | 0.4% | −320−3.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 51,474 | $173.8 萬 | 0.3% | +2,041+4.1% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 33,876 | $165.0 萬 | 0.3% | +6,816+25.2% | 加碼 | – |
| CMCSAComcast Corp | Stock | 57,036 | $163.8 萬 | 0.3% | +16,115+39.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 36,876 | $163.3 萬 | 0.3% | +27,119+277.9% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 7,979 | $162.1 萬 | 0.3% | +568+7.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 8,168 | $162.0 萬 | 0.3% | +1,397+20.6% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,321 | $156.3 萬 | 0.3% | −1,003−8.9% | 減碼 | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 12,784 | $153.5 萬 | 0.3% | −63−0.5% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 49,035 | $150.4 萬 | 0.3% | −890−1.8% | 減碼 | – |
| WECWec Energy Group, Inc. | Stock | 12,963 | $150.1 萬 | 0.3% | +1,349+11.6% | 加碼 | 歷史 |
| OCOwens Corning | Stock | 13,818 | $149.5 萬 | 0.3% | +3,204+30.2% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 12,347 | $146.0 萬 | 0.3% | +2,555+26.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 26,446 | $139.7 萬 | 0.3% | +6,339+31.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,049 | $133.3 萬 | 0.3% | −10−0.5% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（12 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 113,880 | $515.2 萬 | 1.1% | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 99,809 | $329.9 萬 | 0.7% | – |
| First Tr Exchng Traded FD VI33740U422 | FT VEST US EQUTY | 94,006 | $285.6 萬 | 0.6% | – |
| TXNTexas Instruments Inc | Stock | 10,018 | $173.8 萬 | 0.4% | 歷史 |
| First Tr Exchange-Traded FD33738D812 | FT VEST TEC | 59,958 | $166.3 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 24,379 | $101.5 萬 | 0.2% | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 22,049 | $39.6 萬 | 0.1% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,946 | $37.8 萬 | 0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,795 | $25.0 萬 | 0.1% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,004 | $23.9 萬 | 0.1% | – |
| Spinnaker ETF Series84858T772 | SELE STO EUR ETF | 4,871 | $20.5 萬 | <0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,302 | $20.2 萬 | <0.1% | – |