Eq Wealth Advisors, LLC
- SEC CIK
- 0002047572
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/28 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 253
- 較 2025 年第 1 季 −26
- 總值
- $1.47 億
- 較 2025 年第 1 季 +$2,123 萬 (+16.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GISGeneral Mills Inc | Stock | 0 | $1 | <0.1% | 0 | 不變 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | Stock | 4 | $11 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 0 | $13 | <0.1% | 0 | 新進 | – |
| SIFYSify Technologies Ltd | SPONSORED ADR | 3 | $14 | <0.1% | 00.0% | 不變 | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 1 | $19 | <0.1% | −2,076−100.0% | 減碼 | 歷史 |
| OBEObsidian Energy Ltd. | COM | 5 | $28 | <0.1% | 00.0% | 不變 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 26 | $67 | <0.1% | 00.0% | 不變 | 歷史 |
| QUBTQuantum Computing Inc. | COM | 4 | $77 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1 | $85 | <0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 1 | $92 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1 | $110 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1 | $147 | <0.1% | +1 | 新進 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 2 | $148 | <0.1% | +2 | 新進 | – |
| SBUXStarbucks Corp | Stock | 2 | $183 | <0.1% | 00.0% | 不變 | 歷史 |
| NWSANews Corp | CL A | 7 | $208 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9 | $214 | <0.1% | 00.0% | 不變 | – |
| WDAYWorkday, Inc. | CL A | 1 | $240 | <0.1% | 00.0% | 不變 | 歷史 |
| CRONCronos Group Inc. | COM | 128 | $244 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1 | $251 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1 | $259 | <0.1% | −100−99.0% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 2 | $269 | <0.1% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P819 | FTSE CHINA | 13 | $282 | <0.1% | +1+8.3% | 加碼 | – |
| Direxion Shs ETF Tr25460G849 | 20YR TRES BEAR | 8 | $296 | <0.1% | 00.0% | 不變 | – |
| RMRRMR Group Inc. | CL A | 20 | $329 | <0.1% | 00.0% | 不變 | 歷史 |
| ADVMAdverum Biotechnologies, Inc. | COM NEW | 162 | $348 | <0.1% | 00.0% | 不變 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 7 | $435 | <0.1% | 00.0% | 不變 | 歷史 |
| MATVMativ Holdings, Inc. | COM | 67 | $457 | <0.1% | 00.0% | 不變 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 70 | $486 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDKSandisk Corp | COM | 11 | $499 | <0.1% | 00.0% | 不變 | 歷史 |
| APAAPA Corp | Stock | 30 | $549 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3 | $559 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 9 | $617 | <0.1% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 3 | $623 | <0.1% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 1 | $753 | <0.1% | 00.0% | 不變 | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 38 | $793 | <0.1% | −1,164−96.8% | 減碼 | 歷史 |
| TILInstil Bio, Inc. | COM NEW | 40 | $833 | <0.1% | 00.0% | 不變 | 歷史 |
| ATIAti Inc | Stock | 10 | $863 | <0.1% | 00.0% | 不變 | 歷史 |
| RRXRegal Rexnord Corp | COM | 6 | $870 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 21 | $890 | <0.1% | +8+61.5% | 加碼 | – |
| ACMAecom | COM | 8 | $903 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 4 | $932 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 13 | $966 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 12 | $983 | <0.1% | 00.0% | 不變 | – |
| MTZMastec Inc | COM | 6 | $1,023 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 4 | $1,070 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 12 | $1,098 | <0.1% | +3+33.3% | 加碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 61 | $1,111 | <0.1% | +8+15.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 18 | $1,116 | <0.1% | +2+12.5% | 加碼 | – |
| AVNSAvanos Medical, Inc. | Stock | 100 | $1,224 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 18 | $1,228 | <0.1% | +2+12.5% | 加碼 | – |
| LNCLincoln National Corp | COM | 37 | $1,280 | <0.1% | 00.0% | 不變 | 歷史 |
| CCChemours Co | Stock | 120 | $1,374 | <0.1% | 00.0% | 不變 | 歷史 |
| PALLabrdn Palladium ETF Trust | PHYSICAL PALLADM | 15 | $1,509 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 16 | $1,643 | <0.1% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 6 | $1,724 | <0.1% | −1−14.3% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 69 | $1,904 | <0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 20 | $1,980 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5 | $2,027 | <0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2 | $2,056 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 79 | $2,093 | <0.1% | +8+11.3% | 加碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 4 | $2,100 | <0.1% | 00.0% | 不變 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 7 | $2,146 | <0.1% | 00.0% | 不變 | 歷史 |
| WDCWestern Digital Corp | COM | 34 | $2,176 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 14 | $2,183 | <0.1% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 55 | $2,308 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 33 | $2,344 | <0.1% | 00.0% | 不變 | 歷史 |
| KLGWK Kellogg Co | COM | 150 | $2,391 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 41 | $2,462 | <0.1% | +4+10.8% | 加碼 | – |
| RRCRange Resources Corp | COM | 63 | $2,562 | <0.1% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 54 | $2,656 | <0.1% | 00.0% | 不變 | 歷史 |
| PCARPaccar Inc | COM | 28 | $2,662 | <0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 3 | $2,687 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 17 | $2,707 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 14 | $2,931 | <0.1% | −1−6.7% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 56 | $2,938 | <0.1% | 00.0% | 不變 | – |
| PLDPrologis, Inc. | REIT | 28 | $2,943 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 66 | $2,951 | <0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 9 | $3,141 | <0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 46 | $3,193 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 55 | $3,225 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 136 | $3,261 | <0.1% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 7 | $3,284 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 113 | $3,303 | <0.1% | +7+6.6% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 45 | $3,422 | <0.1% | +4+9.8% | 加碼 | – |
| KOCoca Cola Co | Stock | 50 | $3,538 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 50 | $3,634 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 47 | $3,643 | <0.1% | 00.0% | 不變 | – |
| DOCUDocuSign, Inc. | Stock | 50 | $3,895 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 18 | $3,933 | <0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 105 | $4,026 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 66 | $4,205 | <0.1% | 00.0% | 不變 | – |
| SOLVSolventum Corp | Stock | 62 | $4,702 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 38 | $4,884 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 62 | $4,908 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 16 | $4,983 | <0.1% | −199−92.6% | 減碼 | 歷史 |
| MACMacerich Co | COM | 310 | $5,016 | <0.1% | −98−24.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 22 | $5,034 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 78 | $5,097 | <0.1% | 00.0% | 不變 | – |
| STRSitio Royalties Corp. | CLASS A COM | 284 | $5,220 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 142 | $5,326 | <0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（32 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard World FD921910709 | EXTENDED DUR | 122,246 | $869.3 萬 | 6.9% | – |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 15,230 | $109.1 萬 | 0.9% | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 24,416 | $80.0 萬 | 0.6% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 1,228 | $7.07 萬 | 0.1% | – |
| ADBEAdobe Inc. | Stock | 146 | $5.60 萬 | <0.1% | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 16,135 | $1.61 萬 | <0.1% | 歷史 |
| RMBSRambus Inc | COM | 285 | $1.48 萬 | <0.1% | 歷史 |
| ETNEaton Corp plc | Stock | 21 | $5,708 | <0.1% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5 | $4,729 | <0.1% | 歷史 |
| AZOAutoZone Inc | COM | 1 | $3,813 | <0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 29 | $3,719 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 8 | $3,480 | <0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 9 | $3,110 | <0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 29 | $2,102 | <0.1% | 歷史 |
| CDWCDW Corp | COM | 13 | $2,083 | <0.1% | 歷史 |
| CCJCameco Corp | Stock | 48 | $1,976 | <0.1% | 歷史 |
| HHyatt Hotels Corp | COM CL A | 12 | $1,470 | <0.1% | 歷史 |
| GENGen Digital Inc. | Stock | 54 | $1,433 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 6 | $1,325 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 9 | $945 | <0.1% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 9 | $941 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 10 | $793 | <0.1% | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 11 | $717 | <0.1% | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 2 | $654 | <0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 12 | $562 | <0.1% | 歷史 |
| IRIngersoll Rand Inc. | COM | 7 | $560 | <0.1% | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 15 | $427 | <0.1% | – |
| DHRDanaher Corp | Stock | 2 | $410 | <0.1% | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 11 | $346 | <0.1% | – |
| OGNOrganon & Co. | Stock | 17 | $253 | <0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 0 | $5 | <0.1% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 0 | $4 | <0.1% | 歷史 |