Muirfield Wealth Advisors LLC
- SEC CIK
- 0002014898
- 最新申報
- 2026/8/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 87
- 較 2026 年第 1 季 +7
- 總值
- $1.53 億
- 較 2026 年第 1 季 +$1,732 萬 (+12.7%)
| 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 | 75,902 | $1,615 萬 | 10.5% | +90.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 20,823 | $1,042 萬 | 6.8% | −19−0.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 54,087 | $802.2 萬 | 5.2% | +309+0.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 93,027 | $801.3 萬 | 5.2% | +2,535+2.8% | 加碼依 6 比 1 拆股換算 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 30,104 | $712.3 萬 | 4.6% | +213+0.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 121,113 | $704.9 萬 | 4.6% | +4,006+3.4% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 68,793 | $650.6 萬 | 4.2% | +3,258+5.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 82,657 | $637.4 萬 | 4.2% | +1,103+1.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 27,366 | $547.6 萬 | 3.6% | +75+0.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 176,392 | $519.1 萬 | 3.4% | −2,944−1.6% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 46,375 | $447.3 萬 | 2.9% | +1,649+3.7% | 加碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 51,617 | $391.7 萬 | 2.6% | +533+1.0% | 加碼 | – |
| RYRoyal Bank of Canada | Stock | 17,336 | $358.8 萬 | 2.3% | +91+0.5% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 35,085 | $353.7 萬 | 2.3% | +1,609+4.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,598 | $335.6 萬 | 2.2% | −203−1.7% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 96,959 | $307.5 萬 | 2.0% | −308−0.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,480 | $231.6 萬 | 1.5% | −97−1.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,787 | $214.1 萬 | 1.4% | −537−8.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,483 | $196.5 萬 | 1.3% | +238+3.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 26,168 | $179.4 萬 | 1.2% | −220−0.8% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 2,662 | $170.6 萬 | 1.1% | +93+3.6% | 加碼 | – |
| AXPAmerican Express Co | Stock | 4,581 | $155.0 萬 | 1.0% | −102−2.2% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 709 | $147.6 萬 | 1.0% | −2−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,823 | $142.6 萬 | 0.9% | −34−0.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,498 | $140.7 萬 | 0.9% | +19+0.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 13,046 | $124.7 萬 | 0.8% | +40+0.3% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 5,064 | $122.8 萬 | 0.8% | +324+6.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,098 | $121.6 萬 | 0.8% | +574+4.0% | 加碼依 4 比 1 拆股換算 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,571 | $117.7 萬 | 0.8% | +97+6.6% | 加碼 | – |
| iShares Tr464287754 | US INDUSTRIALS | 6,813 | $113.5 萬 | 0.7% | +457+7.2% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 7,464 | $113.5 萬 | 0.7% | +27+0.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,439 | $107.5 萬 | 0.7% | −2−0.1% | 減碼 | 歷史 |
| iShares Tr464288794 | US BR DEL SE ETF | 6,053 | $106.1 萬 | 0.7% | +385+6.8% | 加碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 21,664 | $105.9 萬 | 0.7% | +3,405+18.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,308 | $102.7 萬 | 0.7% | +107+2.5% | 加碼 | 歷史 |
| iShares Tr464287531 | US DIGI REAL ETF | 8,540 | $102.3 萬 | 0.7% | +8,540 | 新進 | – |
| BlackRock ETF Trust09290C848 | ISHARES INTL DIV | 33,753 | $101.3 萬 | 0.7% | +1,412+4.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,677 | $95.3 萬 | 0.6% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 18,748 | $94.7 萬 | 0.6% | +2,201+13.3% | 加碼 | – |
| iShares Tr464287713 | US TELECOM ETF | 21,918 | $92.7 萬 | 0.6% | +21,918 | 新進 | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 23,092 | $92.7 萬 | 0.6% | +570+2.5% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 9,666 | $90.3 萬 | 0.6% | +50+0.5% | 加碼 | – |
| Global X FDS37954Y574 | ADAPTIVE US | 16,265 | $79.5 萬 | 0.5% | +38+0.2% | 加碼 | – |
| SLViShares Silver Trust | ETF | 14,793 | $79.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,875 | $78.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 13,701 | $78.1 萬 | 0.5% | −575−4.0% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 26,585 | $77.0 萬 | 0.5% | −2,355−8.1% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 981 | $70.9 萬 | 0.5% | −118−10.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,819 | $59.5 萬 | 0.4% | +26+1.5% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 12,917 | $59.0 萬 | 0.4% | +150+1.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,752 | $53.4 萬 | 0.3% | −690−9.3% | 減碼 | – |
| TTTrane Technologies plc | SHS | 1,056 | $51.9 萬 | 0.3% | +64+6.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,504 | $51.6 萬 | 0.3% | +165+12.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,432 | $50.6 萬 | 0.3% | −115−7.4% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 2,419 | $43.1 萬 | 0.3% | +69+2.9% | 加碼依 25 比 1 拆股換算 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,431 | $42.8 萬 | 0.3% | +5+0.4% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,360 | $42.7 萬 | 0.3% | −272−10.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,097 | $38.7 萬 | 0.3% | −58−2.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,024 | $37.1 萬 | 0.2% | +196+5.1% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 464 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,608 | $33.0 萬 | 0.2% | −237−8.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 567 | $32.9 萬 | 0.2% | +567 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,422 | $31.5 萬 | 0.2% | +17+0.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,280 | $31.2 萬 | 0.2% | +13+0.6% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 730 | $29.0 萬 | 0.2% | +3+0.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 792 | $28.0 萬 | 0.2% | +6+0.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,631 | $27.4 萬 | 0.2% | +267+11.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,120 | $27.2 萬 | 0.2% | −15−0.7% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,951 | $26.7 萬 | 0.2% | +2,951 | 新進 | – |
| CMCSAComcast Corp | Stock | 10,640 | $26.1 萬 | 0.2% | +110+1.0% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,711 | $25.9 萬 | 0.2% | +354+26.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,081 | $25.7 萬 | 0.2% | +83+1.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 944 | $25.7 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 12,294 | $25.4 萬 | 0.2% | +64+0.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,700 | $24.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 1,659 | $24.0 萬 | 0.2% | +1,659 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,876 | $23.8 萬 | 0.2% | +28+1.0% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,929 | $23.7 萬 | 0.2% | +1,929 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 586 | $22.7 萬 | 0.1% | +586 | 新進 | 歷史 |
| CICigna Group | Stock | 784 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,407 | $21.3 萬 | 0.1% | −25−1.7% | 減碼 | 歷史 |
| MMM3M Co | Stock | 1,312 | $21.2 萬 | 0.1% | +1,312 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 1,353 | $21.2 萬 | 0.1% | −18−1.3% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,768 | $21.2 萬 | 0.1% | +3,768 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,164 | $21.1 萬 | 0.1% | +93+2.3% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 836 | $20.3 萬 | 0.1% | +836 | 新進 | – |
| GEVGE Vernova Inc. | Stock | 170 | $20.0 萬 | 0.1% | +170 | 新進 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。