Wealth Advisory Team LLC
- SEC CIK
- 0002039196
- 最新申報
- 2026/7/23
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/5 申報。只含多頭部位。
- 持股檔數
- 39
- 2025 年第 3 季沒有申報
- 總值
- $1.13 億
- 2025 年第 3 季沒有申報
Wealth Advisory Team LLC 沒有申報 2025 年第 3 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 | 359,182 | $1,570 萬 | 13.9% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 413,104 | $1,176 萬 | 10.4% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 152,150 | $1,128 萬 | 10.0% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 223,001 | $1,073 萬 | 9.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 314,054 | $790.5 萬 | 7.0% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 49,534 | $710.9 萬 | 6.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 85,614 | $666.8 萬 | 5.9% | – | – | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 126,388 | $598.5 萬 | 5.3% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 43,280 | $526.9 萬 | 4.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 95,703 | $514.5 萬 | 4.5% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 33,250 | $340.5 萬 | 3.0% | – | – | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 46,781 | $297.1 萬 | 2.6% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 27,510 | $261.6 萬 | 2.3% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 23,191 | $226.8 萬 | 2.0% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 29,313 | $129.5 萬 | 1.1% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 9,586 | $123.5 萬 | 1.1% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 25,090 | $115.4 萬 | 1.0% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 24,380 | $110.2 萬 | 1.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 14,984 | $94.4 萬 | 0.8% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,804 | $83.2 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 17,087 | $76.3 萬 | 0.7% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 27,466 | $74.7 萬 | 0.7% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 18,134 | $59.2 萬 | 0.5% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 22,851 | $57.7 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,121 | $54.2 萬 | 0.5% | – | – | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 10,935 | $52.3 萬 | 0.5% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,395 | $50.2 萬 | 0.4% | – | – | – |
| SOSouthern Co | Stock | 4,566 | $39.8 萬 | 0.4% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 7,236 | $36.4 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 1,202 | $32.7 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286251 | JP MRG EM CRP BD | 7,026 | $32.2 萬 | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,470 | $30.4 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 12,066 | $29.4 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 415 | $28.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V266 | INTERNATIONAL SL | 6,555 | $27.2 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 832 | $25.4 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,920 | $25.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 447 | $21.8 萬 | 0.2% | – | – | – |
| GEGeneral Electric Co | Stock | 677 | $20.9 萬 | 0.2% | – | – | 歷史 |