Muirfield Wealth Advisors LLC
- SEC CIK
- 0002014898
- 最新申報
- 2026/8/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 59
- 較 2024 年第 1 季 −1
- 總值
- $1.07 億
- 較 2024 年第 1 季 +$275.0 萬 (+2.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 77,971 | $1,281 萬 | 12.0% | +3,178+4.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 157,072 | $910.9 萬 | 8.5% | +2,994+1.9% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 118,391 | $760.7 萬 | 7.1% | +1,927+1.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 31,553 | $576.0 萬 | 5.4% | −76−0.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 49,391 | $526.8 萬 | 4.9% | +1,007+2.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,746 | $514.1 萬 | 4.8% | +139+1.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 84,222 | $492.9 萬 | 4.6% | −1,350−1.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 12,052 | $490.3 萬 | 4.6% | +56+0.5% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 41,172 | $345.7 萬 | 3.2% | +1,111+2.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 27,101 | $334.8 萬 | 3.1% | −3,829−12.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 52,037 | $298.0 萬 | 2.8% | +2,460+5.0% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 28,688 | $288.7 萬 | 2.7% | +1,428+5.2% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $244.9 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 26,490 | $206.0 萬 | 1.9% | −171−0.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,226 | $193.3 萬 | 1.8% | +1,410+24.2% | 加碼 | – |
| RYRoyal Bank of Canada | Stock | 16,437 | $174.9 萬 | 1.6% | +101+0.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,280 | $174.4 萬 | 1.6% | −1,910−18.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,460 | $154.7 萬 | 1.5% | +38+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,637 | $120.9 萬 | 1.1% | +35+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,459 | $119.0 萬 | 1.1% | −8−0.1% | 減碼 | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 706 | $118.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,211 | $111.5 萬 | 1.0% | +17+0.8% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 4,443 | $109.6 萬 | 1.0% | +84+1.9% | 加碼 | – |
| AXPAmerican Express Co | Stock | 4,716 | $109.2 萬 | 1.0% | +14+0.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 20,109 | $105.6 萬 | 1.0% | +2,463+14.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,813 | $99.2 萬 | 0.9% | +46+2.6% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 11,058 | $96.1 萬 | 0.9% | +293+2.7% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 7,204 | $95.1 萬 | 0.9% | +171+2.4% | 加碼 | – |
| iShares Tr464288786 | U.S. INSRNCE ETF | 8,341 | $94.2 萬 | 0.9% | +207+2.5% | 加碼 | – |
| SLViShares Silver Trust | ETF | 34,532 | $91.8 萬 | 0.9% | +34,532 | 新進 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 7,629 | $91.1 萬 | 0.9% | +199+2.7% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 8,902 | $90.0 萬 | 0.8% | +221+2.5% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 13,658 | $85.9 萬 | 0.8% | −276−2.0% | 減碼 | – |
| RJFRaymond James Financial Inc | COM | 6,652 | $82.2 萬 | 0.8% | +15+0.2% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,971 | $79.0 萬 | 0.7% | +23+0.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,829 | $74.0 萬 | 0.7% | +297+8.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,972 | $71.9 萬 | 0.7% | +2+0.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,869 | $69.5 萬 | 0.7% | −12−0.4% | 減碼 | – |
| Global X FDS37954Y574 | ADAPTIVE US | 17,478 | $69.3 萬 | 0.7% | +409+2.4% | 加碼 | – |
| BACBank of America Corp | Stock | 16,485 | $65.6 萬 | 0.6% | +254+1.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,060 | $58.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,633 | $45.0 萬 | 0.4% | +21+0.6% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 11,531 | $44.6 萬 | 0.4% | −84−0.7% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 2,110 | $42.0 萬 | 0.4% | +6+0.3% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 8,207 | $41.3 萬 | 0.4% | +88+1.1% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 5,021 | $40.8 萬 | 0.4% | +200+4.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,947 | $38.5 萬 | 0.4% | +72+3.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,640 | $36.2 萬 | 0.3% | +900+24.1% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 3,277 | $32.8 萬 | 0.3% | +32+1.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 597 | $32.5 萬 | 0.3% | −1−0.2% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 939 | $30.9 萬 | 0.3% | +37+4.1% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 5,816 | $29.6 萬 | 0.3% | +1,689+40.9% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 1,100 | $28.3 萬 | 0.3% | +68+6.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,251 | $25.3 萬 | 0.2% | +63+5.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,617 | $23.2 萬 | 0.2% | +20+0.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 12,026 | $23.0 萬 | 0.2% | +112+0.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 865 | $22.7 萬 | 0.2% | +36+4.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 5,346 | $20.8 萬 | 0.2% | +73+1.4% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,027 | $20.3 萬 | 0.2% | +4,027 | 新進 | – |
2024 年第 1 季之後清倉（3 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。