Wealth Advisory Team LLC
- SEC CIK
- 0002039196
- 最新申報
- 2026/7/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/25 申報。只含多頭部位。
- 持股檔數
- 38
- 2025 年第 1 季沒有申報
- 總值
- $1.07 億
- 2025 年第 1 季沒有申報
Wealth Advisory Team LLC 沒有申報 2025 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 356,175 | $1,475 萬 | 13.8% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 397,185 | $1,142 萬 | 10.7% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 150,970 | $1,012 萬 | 9.5% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 217,257 | $950.5 萬 | 8.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 314,692 | $783.3 萬 | 7.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 50,738 | $676.4 萬 | 6.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 85,264 | $659.4 萬 | 6.2% | – | – | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 128,176 | $603.3 萬 | 5.6% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 44,492 | $485.8 萬 | 4.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 90,894 | $449.6 萬 | 4.2% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 33,613 | $330.2 萬 | 3.1% | – | – | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 48,089 | $273.5 萬 | 2.6% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 28,079 | $250.5 萬 | 2.3% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 23,810 | $223.7 萬 | 2.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 30,094 | $117.9 萬 | 1.1% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 9,724 | $113.0 萬 | 1.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 17,495 | $109.3 萬 | 1.0% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 25,986 | $107.4 萬 | 1.0% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 24,766 | $99.1 萬 | 0.9% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,737 | $91.4 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 17,010 | $70.6 萬 | 0.7% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 28,219 | $69.2 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 19,126 | $55.9 萬 | 0.5% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 22,151 | $55.8 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,118 | $55.6 萬 | 0.5% | – | – | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 11,584 | $55.1 萬 | 0.5% | – | – | – |
| iShares Tr46434V266 | INTERNATIONAL SL | 12,141 | $47.1 萬 | 0.4% | – | – | – |
| iShares Inc464286251 | JP MRG EM CRP BD | 9,821 | $44.6 萬 | 0.4% | – | – | – |
| SOSouthern Co | Stock | 4,490 | $41.2 萬 | 0.4% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,391 | $38.8 萬 | 0.4% | – | – | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 7,079 | $35.5 萬 | 0.3% | – | – | – |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 11,713 | $28.4 萬 | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,057 | $25.4 萬 | 0.2% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,991 | $24.8 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 823 | $24.0 萬 | 0.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,162 | $23.8 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,548 | $23.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V290 | S&P500 EQL REL | 5,747 | $20.1 萬 | 0.2% | – | – | – |