Wealth Advisory Team LLC
- SEC CIK
- 0002039196
- 最新申報
- 2026/7/23
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/23 申報。只含多頭部位。
- 持股檔數
- 39
- 2026 年第 1 季沒有申報
- 總值
- $1.23 億
- 2026 年第 1 季沒有申報
Wealth Advisory Team LLC 沒有申報 2026 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 | 416,378 | $1,921 萬 | 15.6% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 156,140 | $1,279 萬 | 10.4% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 429,155 | $1,234 萬 | 10.0% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 223,278 | $1,220 萬 | 9.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 321,889 | $800.9 萬 | 6.5% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 86,829 | $666.0 萬 | 5.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 97,012 | $579.1 萬 | 4.7% | – | – | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 123,467 | $578.3 萬 | 4.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 35,949 | $568.1 萬 | 4.6% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 44,100 | $563.6 萬 | 4.6% | – | – | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 53,606 | $372.3 萬 | 3.0% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 33,679 | $346.3 萬 | 2.8% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 22,747 | $256.8 萬 | 2.1% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 18,857 | $220.7 萬 | 1.8% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 32,895 | $179.9 萬 | 1.5% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 27,681 | $154.8 萬 | 1.3% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 24,510 | $129.3 萬 | 1.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 42,713 | $106.7 萬 | 0.9% | – | – | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 20,016 | $104.4 萬 | 0.8% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 21,841 | $103.5 萬 | 0.8% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,645 | $94.6 萬 | 0.8% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,395 | $91.5 萬 | 0.7% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 27,682 | $86.1 萬 | 0.7% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,450 | $79.9 萬 | 0.6% | – | – | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 32,617 | $78.7 萬 | 0.6% | – | – | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 10,443 | $68.6 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 18,176 | $61.5 萬 | 0.5% | – | – | – |
| SOSouthern Co | Stock | 4,639 | $44.4 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,059 | $39.5 萬 | 0.3% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 7,173 | $36.0 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 1,136 | $32.9 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,280 | $32.5 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 375 | $28.1 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,723 | $25.4 萬 | 0.2% | – | – | – |
| GEGeneral Electric Co | Stock | 678 | $25.3 萬 | 0.2% | – | – | 歷史 |
| iShares Inc464286251 | JP MRG EM CRP BD | 5,460 | $24.9 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,689 | $23.2 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 842 | $22.8 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 2,290 | $20.1 萬 | 0.2% | – | – | 歷史 |