Broadway Wealth Solutions, Inc.
- SEC CIK
- 0002021265
- 最新申報
- 2026/7/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 92
- 較 2026 年第 1 季 −3
- 總值
- $2.14 億
- 較 2026 年第 1 季 +$2,070 萬 (+10.7%)
| 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 | 515,783 | $4,533 萬 | 21.2% | +21,046+4.3% | 加碼 | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 578,799 | $2,930 萬 | 13.7% | +18,848+3.4% | 加碼 | – |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 1,163,826 | $2,921 萬 | 13.6% | +48,350+4.3% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 199,247 | $1,777 萬 | 8.3% | +6,821+3.5% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 86,728 | $836.8 萬 | 3.9% | +634+0.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 165,627 | $800.8 萬 | 3.7% | +12,896+8.4% | 加碼 | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 188,440 | $764.7 萬 | 3.6% | +8,018+4.4% | 加碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 141,525 | $495.8 萬 | 2.3% | +5,895+4.3% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 46,565 | $459.1 萬 | 2.1% | +1,579+3.5% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 173,205 | $454.3 萬 | 2.1% | +8,452+5.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 19,835 | $396.9 萬 | 1.9% | +4,459+29.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 31,714 | $395.7 萬 | 1.8% | +749+2.4% | 加碼 | – |
| Neuberger Berman S-M Cap ETF64135A804 | ETF | 129,898 | $372.9 萬 | 1.7% | +8,425+6.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,776 | $282.9 萬 | 1.3% | +1,497+18.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,186 | $230.8 萬 | 1.1% | +490+8.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,058 | $215.9 萬 | 1.0% | +180+2.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 10,439 | $198.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,017 | $188.7 萬 | 0.9% | +3+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,158 | $132.8 萬 | 0.6% | +601+23.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 8,796 | $122.8 萬 | 0.6% | +31+0.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,207 | $121.1 萬 | 0.6% | −203−6.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,294 | $117.7 萬 | 0.5% | +481+17.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,979 | $101.6 萬 | 0.5% | −580−16.3% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,966 | $99.4 萬 | 0.5% | +859+16.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,029 | $85.2 萬 | 0.4% | +5+0.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,745 | $79.2 萬 | 0.4% | −788−10.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,306 | $75.5 萬 | 0.4% | +26+1.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,515 | $63.9 萬 | 0.3% | +101+4.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 602 | $60.8 萬 | 0.3% | −9−1.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 808 | $60.3 萬 | 0.3% | +2+0.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072307 | US QUALITY GROW | 4,876 | $57.6 萬 | 0.3% | +1,148+30.8% | 加碼 | – |
| MCHPMicrochip Technology Inc | Stock | 6,201 | $56.6 萬 | 0.3% | −1,017−14.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 989 | $55.7 萬 | 0.3% | +59+6.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 431 | $51.7 萬 | 0.2% | +19+4.6% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 2,810 | $49.5 萬 | 0.2% | +8+0.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,330 | $49.0 萬 | 0.2% | +15+0.3% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 2,418 | $43.1 萬 | 0.2% | +368+18.0% | 加碼依 25 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 1,179 | $40.5 萬 | 0.2% | +49+4.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 924 | $39.4 萬 | 0.2% | +26+2.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,761 | $39.3 萬 | 0.2% | +123+7.5% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,423 | $39.1 萬 | 0.2% | −31−0.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 518 | $38.8 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,336 | $38.7 萬 | 0.2% | −108−4.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 606 | $38.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 5,054 | $38.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 751 | $37.7 萬 | 0.2% | +59+8.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,471 | $37.4 萬 | 0.2% | +46+1.9% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,025 | $37.1 萬 | 0.2% | +165+4.3% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 836 | $36.1 萬 | 0.2% | +836 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 978 | $36.0 萬 | 0.2% | +60+6.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,320 | $35.9 萬 | 0.2% | +63+5.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,643 | $35.8 萬 | 0.2% | +133+5.3% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,143 | $35.5 萬 | 0.2% | +24+0.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,827 | $35.2 萬 | 0.2% | +363+14.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,594 | $35.1 萬 | 0.2% | +60+3.9% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 12,087 | $35.0 萬 | 0.2% | +1,454+13.7% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 3,480 | $34.5 萬 | 0.2% | +275+8.6% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,041 | $34.5 萬 | 0.2% | +27+2.7% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 810 | $33.6 萬 | 0.2% | +73+9.9% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 434 | $32.8 萬 | 0.2% | +37+9.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 928 | $32.7 萬 | 0.2% | +92+11.0% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 716 | $32.3 萬 | 0.2% | +147+25.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,673 | $32.2 萬 | 0.2% | +191+5.5% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,190 | $31.0 萬 | 0.1% | +6+0.5% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,801 | $30.2 萬 | 0.1% | +159+9.7% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 427 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,061 | $29.8 萬 | 0.1% | −64−5.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,140 | $29.6 萬 | 0.1% | +222+5.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,886 | $29.5 萬 | 0.1% | −141−7.0% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 6,881 | $29.4 萬 | 0.1% | +6,881 | 新進 | 歷史 |
| GLWCorning Inc | COM | 1,148 | $29.3 萬 | 0.1% | +1,148 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 3,589 | $29.2 萬 | 0.1% | −35−1.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 845 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 545 | $28.3 萬 | 0.1% | +12+2.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 937 | $27.9 萬 | 0.1% | −256−21.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,822 | $26.1 萬 | 0.1% | +36+2.0% | 加碼 | 歷史 |
| Victory Portfolios II92647P126 | VICT WES U S ETF | 5,091 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 4,798 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 489 | $24.9 萬 | 0.1% | +35+7.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,347 | $24.9 萬 | 0.1% | +1,347 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 659 | $24.6 萬 | 0.1% | +659 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 971 | $24.4 萬 | 0.1% | +971 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,645 | $23.9 萬 | 0.1% | −461−7.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,586 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,706 | $21.9 萬 | 0.1% | +10+0.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 667 | $21.0 萬 | 0.1% | −155−18.9% | 減碼 | 歷史 |
| BABoeing Co | Stock | 969 | $21.0 萬 | 0.1% | +969 | 新進 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 3,806 | $20.9 萬 | 0.1% | +3,806 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 500 | $20.8 萬 | 0.1% | +500 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 406 | $20.7 萬 | 0.1% | +95+30.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 3,515 | $20.3 萬 | 0.1% | +3,515 | 新進 | – |
| MMTAberdeen Multi-Market Income Fund | SH BEN INT | 14,900 | $6.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（13 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 7,879 | $133.7 萬 | 0.7% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 6,243 | $61.8 萬 | 0.3% | 歷史 |
| INTUIntuit Inc. | Stock | 853 | $36.9 萬 | 0.2% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,963 | $33.5 萬 | 0.2% | 歷史 |
| APOApollo Global Management, Inc. | COM | 2,980 | $33.2 萬 | 0.2% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,082 | $32.7 萬 | 0.2% | 歷史 |
| SPGIS&P Global Inc. | Stock | 765 | $32.5 萬 | 0.2% | 歷史 |
| HONHoneywell International Inc | COM | 1,153 | $26.1 萬 | 0.1% | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 3,293 | $23.6 萬 | 0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,058 | $20.9 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 7,223 | $20.7 萬 | 0.1% | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 11,000 | $9.36 萬 | <0.1% | 歷史 |
| SINTSintx Technologies, Inc. | COM NEW | 10,000 | $2.50 萬 | <0.1% | 歷史 |