Prairieview Wealth Partners, LLC
- SEC CIK
- 0002011194
- 最新申報
- 2026/8/5
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 29
- 較 2025 年第 2 季 +1
- 總值
- $1.06 億
- 較 2025 年第 2 季 +$1,011 萬 (+10.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 39,194 | $2,623 萬 | 24.6% | +962+2.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 139,214 | $1,396 萬 | 13.1% | +4,243+3.1% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 104,456 | $1,009 萬 | 9.5% | +2,957+2.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 85,556 | $911.1 萬 | 8.6% | −1,540−1.8% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 48,482 | $904.1 萬 | 8.5% | +1,356+2.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 80,698 | $789.4 萬 | 7.4% | +3,172+4.1% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 109,782 | $713.6 萬 | 6.7% | +4,165+3.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 62,325 | $651.4 萬 | 6.1% | +774+1.3% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 49,180 | $406.1 萬 | 3.8% | +2,481+5.3% | 加碼 | – |
| CCOICogent Communications Holdings, Inc. | COM NEW | 54,742 | $209.9 萬 | 2.0% | +43,200+374.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,928 | $141.7 萬 | 1.3% | −208−1.7% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 24,698 | $123.7 萬 | 1.2% | +12,812+107.8% | 加碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 23,952 | $82.1 萬 | 0.8% | −82−0.3% | 減碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 20,071 | $78.8 萬 | 0.7% | −93−0.5% | 減碼 | – |
| AXPAmerican Express Co | Stock | 1,889 | $62.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 875 | $52.6 萬 | 0.5% | −6−0.7% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 8,641 | $50.7 萬 | 0.5% | −44−0.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 934 | $48.4 萬 | 0.5% | +3+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 19,290 | $48.1 萬 | 0.5% | −252−1.3% | 減碼 | – |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 14,599 | $45.1 萬 | 0.4% | −97−0.7% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,731 | $41.3 萬 | 0.4% | −65−0.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 7,323 | $40.5 萬 | 0.4% | +30.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,141 | $39.9 萬 | 0.4% | +11+0.5% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 10,143 | $33.8 萬 | 0.3% | −93−0.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,367 | $32.2 萬 | 0.3% | −9−0.2% | 減碼 | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 6,279 | $32.0 萬 | 0.3% | −13−0.2% | 減碼 | – |
| WWDWoodward, Inc. | COM | 1,204 | $30.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 692 | $25.3 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,788 | $21.8 萬 | 0.2% | +2,788 | 新進 | – |