Broadway Wealth Solutions, Inc.
- SEC CIK
- 0002021265
- 最新申報
- 2026/7/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/22 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 95
- 較 2025 年第 4 季 +2
- 總值
- $1.93 億
- 較 2025 年第 4 季 +$614.8 萬 (+3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 494,737 | $3,787 萬 | 19.6% | +21,282+4.5% | 加碼 | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 559,951 | $2,832 萬 | 14.6% | +39,933+7.7% | 加碼 | – |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 1,115,476 | $2,805 萬 | 14.5% | +78,944+7.6% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 192,426 | $1,633 萬 | 8.4% | +1,125+0.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 152,731 | $730.4 萬 | 3.8% | +11,386+8.1% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 86,094 | $693.7 萬 | 3.6% | −558−0.6% | 減碼 | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 180,422 | $648.8 萬 | 3.4% | +11,294+6.7% | 加碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 135,630 | $456.7 萬 | 2.4% | −1,813−1.3% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 164,753 | $433.3 萬 | 2.2% | +12,007+7.9% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 44,986 | $380.2 萬 | 2.0% | +1,832+4.2% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 30,965 | $342.1 萬 | 1.8% | +880+2.9% | 加碼 | – |
| Neuberger Berman S-M Cap ETF64135A804 | ETF | 121,473 | $306.1 萬 | 1.6% | +7,171+6.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 15,376 | $268.2 萬 | 1.4% | +941+6.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,696 | $210.8 萬 | 1.1% | +817+16.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,279 | $210.1 萬 | 1.1% | −217−2.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 10,439 | $201.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,014 | $200.7 萬 | 1.0% | +12+0.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,878 | $184.9 萬 | 1.0% | +136+1.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,879 | $133.7 萬 | 0.7% | +264+3.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,410 | $105.5 萬 | 0.5% | +608+21.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,557 | $95.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,107 | $88.6 萬 | 0.5% | −9−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,813 | $80.9 萬 | 0.4% | −179−6.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,024 | $73.3 萬 | 0.4% | +201+7.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,280 | $67.1 萬 | 0.3% | +114+5.3% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 6,243 | $61.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,414 | $59.0 萬 | 0.3% | −274−10.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,533 | $58.4 萬 | 0.3% | +267+3.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,559 | $57.1 萬 | 0.3% | +564+18.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,315 | $53.6 萬 | 0.3% | −349−7.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 930 | $53.2 萬 | 0.3% | +49+5.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 806 | $52.4 萬 | 0.3% | −20−2.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 611 | $51.7 萬 | 0.3% | +161+35.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,444 | $50.6 萬 | 0.3% | +74+3.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,464 | $48.9 萬 | 0.3% | +1,222+98.4% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 7,218 | $46.6 萬 | 0.2% | −593−7.6% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 5,054 | $44.6 萬 | 0.2% | −1,132−18.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 918 | $39.5 萬 | 0.2% | −230−20.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,454 | $39.2 萬 | 0.2% | +776+16.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072307 | US QUALITY GROW | 3,728 | $39.2 萬 | 0.2% | +41+1.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,510 | $39.0 萬 | 0.2% | +94+3.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,425 | $38.7 萬 | 0.2% | +8+0.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 8,765 | $38.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 412 | $37.9 萬 | 0.2% | +4+1.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,027 | $37.8 萬 | 0.2% | +584+40.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,918 | $37.7 萬 | 0.2% | +974+33.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,638 | $37.6 萬 | 0.2% | +50+3.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 853 | $36.9 萬 | 0.2% | +400+88.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,860 | $36.3 萬 | 0.2% | +32+0.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,534 | $36.2 萬 | 0.2% | +51+3.4% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 2,802 | $35.4 萬 | 0.2% | −236−7.8% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,119 | $35.3 萬 | 0.2% | +855+16.2% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 82 | $34.6 萬 | 0.2% | +11+15.5% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,642 | $34.5 萬 | 0.2% | +253+18.2% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 397 | $34.4 萬 | 0.2% | −27−6.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,130 | $34.2 萬 | 0.2% | +100+9.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 606 | $34.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 692 | $34.0 萬 | 0.2% | +79+12.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 518 | $33.8 萬 | 0.2% | 00.0% | 不變 | – |
| NOWServiceNow, Inc. | Stock | 3,205 | $33.5 萬 | 0.2% | +3,205 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,963 | $33.5 萬 | 0.2% | +267+15.7% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 2,980 | $33.2 萬 | 0.2% | +592+24.8% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,082 | $32.7 萬 | 0.2% | +142+7.3% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,014 | $32.7 萬 | 0.2% | +142+16.3% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 4,798 | $32.7 萬 | 0.2% | −2,054−30.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 765 | $32.5 萬 | 0.2% | +159+26.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,482 | $32.3 萬 | 0.2% | −269−7.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 898 | $32.1 萬 | 0.2% | +42+4.9% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 737 | $32.0 萬 | 0.2% | −51−6.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,106 | $30.7 萬 | 0.2% | +188+3.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,257 | $30.5 萬 | 0.2% | −23−1.8% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 569 | $29.7 萬 | 0.2% | −123−17.8% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,184 | $29.2 萬 | 0.2% | +1,184 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 3,624 | $27.6 萬 | 0.1% | +192+5.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 836 | $27.5 萬 | 0.1% | +56+7.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 454 | $27.5 萬 | 0.1% | −30−6.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 822 | $27.0 萬 | 0.1% | +74+9.9% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,633 | $26.7 萬 | 0.1% | +10,633 | 新進 | – |
| LINLinde PLC | Stock | 533 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 427 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,153 | $26.1 萬 | 0.1% | −137−10.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 845 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 3,293 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 1,786 | $23.4 萬 | 0.1% | +105+6.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,586 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,193 | $23.2 萬 | 0.1% | −207−14.8% | 減碼 | 歷史 |
| Victory Portfolios II92647P126 | VICT WES U S ETF | 5,091 | $22.8 萬 | 0.1% | −211−4.0% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 1,125 | $22.1 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 311 | $21.2 萬 | 0.1% | −66−17.5% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,058 | $20.9 萬 | 0.1% | +1,058 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 7,223 | $20.7 萬 | 0.1% | +7,223 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,696 | $20.4 萬 | 0.1% | +1,696 | 新進 | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 11,000 | $9.36 萬 | <0.1% | +11,000 | 新進 | 歷史 |
| MMTAberdeen Multi-Market Income Fund | SH BEN INT | 14,900 | $6.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SINTSintx Technologies, Inc. | COM NEW | 10,000 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（5 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 |
|---|---|---|---|---|---|
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,509 | $37.2 萬 | 0.2% | – |
| ROPRoper Technologies Inc | Stock | 742 | $33.0 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 914 | $32.0 萬 | 0.2% | 歷史 |
| BABoeing Co | Stock | 969 | $21.0 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,194 | $20.4 萬 | 0.1% | 歷史 |