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 |
|---|---|---|---|---|---|---|---|
| VTRSViatris Inc | Stock | 597 | $5,327 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 12 | $5,342 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 134 | $5,438 | <0.1% | 00.0% | 不變 | – |
| TMUST-Mobile US, Inc. | Stock | 23 | $5,480 | <0.1% | 00.0% | 不變 | 歷史 |
| PCGPG&E Corp | Stock | 430 | $5,994 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 49 | $6,076 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 18 | $6,600 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 42 | $6,691 | <0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 74 | $6,752 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 256 | $6,779 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 22 | $6,863 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 152 | $7,195 | <0.1% | 00.0% | 不變 | 歷史 |
| HASHasbro, Inc. | COM | 100 | $7,382 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 669 | $7,667 | <0.1% | −8,370−92.6% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 104 | $7,703 | <0.1% | −10−8.8% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 403 | $8,205 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 12 | $8,493 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 33 | $8,806 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 112 | $8,973 | <0.1% | 00.0% | 不變 | 歷史 |
| BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust | COM | 350 | $9,013 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 30 | $9,118 | <0.1% | 00.0% | 不變 | – |
| Capital Group Core Balanced14021D107 | SHS | 280 | $9,367 | <0.1% | +1+0.4% | 加碼 | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 419 | $9,918 | <0.1% | 00.0% | 不變 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 118 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLXDeluxe Corp | COM | 732 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 348 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NPWRNet Power Inc. | COM CL A | 5,067 | $1.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 157 | $1.31 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 47 | $1.32 萬 | <0.1% | 00.0% | 不變 | – |
| CICigna Group | Stock | 40 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 100 | $1.35 萬 | <0.1% | 00.0% | 不變 | – |
| SLBSLB Limited | Stock | 400 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 43 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 208 | $1.53 萬 | <0.1% | 00.0% | 不變 | – |
| ORNOrion Group Holdings Inc | COM | 1,700 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 21 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 95 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 256 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PCHPotlatchdeltic Corp | COM | 485 | $1.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 753 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 393 | $1.93 萬 | <0.1% | 00.0% | 不變 | – |
| CARRCarrier Global Corp | Stock | 272 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 103 | $2.00 萬 | <0.1% | 00.0% | 不變 | – |
| PRUPrudential Financial Inc | Stock | 189 | $2.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 577 | $2.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 892 | $2.21 萬 | <0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 226 | $2.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 317 | $2.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 396 | $2.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 600 | $2.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LXPLXP Industrial Trust | COM | 3,462 | $2.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 544 | $2.94 萬 | <0.1% | 00.0% | 不變 | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 1,154 | $3.01 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 706 | $3.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 594 | $3.06 萬 | <0.1% | +594 | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 1,472 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 88 | $3.74 萬 | <0.1% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 360 | $3.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 250 | $3.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 328 | $3.84 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 404 | $3.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 78 | $4.13 萬 | <0.1% | −12−13.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 96 | $4.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 5,138 | $4.47 萬 | <0.1% | +19+0.4% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 306 | $4.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 1,269 | $4.58 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 912 | $4.75 萬 | <0.1% | 00.0% | 不變 | – |
| KKellanova | Stock | 600 | $4.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 81 | $5.03 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 282 | $5.13 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 604 | $5.55 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 317 | $5.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 210 | $5.79 萬 | <0.1% | −45−17.6% | 減碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 2,001 | $5.79 萬 | <0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 200 | $5.90 萬 | <0.1% | −78−28.1% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 2,661 | $6.56 萬 | <0.1% | +2,661 | 新進 | – |
| OKEONEOK Inc | COM | 810 | $6.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 711 | $6.83 萬 | <0.1% | +5+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 471 | $7.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 654 | $7.79 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 2,766 | $8.00 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 312 | $8.03 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 345 | $8.83 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 3,790 | $8.89 萬 | 0.1% | −1,180−23.7% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 254 | $9.30 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 558 | $9.86 萬 | 0.1% | 00.0% | 不變 | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 4,332 | $10.3 萬 | 0.1% | +778+21.9% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 377 | $10.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 800 | $10.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,625 | $10.4 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 802 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 216 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 506 | $11.1 萬 | 0.1% | −75,933−99.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 215 | $11.9 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 768 | $12.1 萬 | 0.1% | −5−0.6% | 減碼 | 歷史 |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 11,918 | $12.4 萬 | 0.1% | −13,957−53.9% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 307 | $12.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 393 | $13.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 5,401 | $13.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Equity Ser72202L363 | RAFI DYN ML US | 3,188 | $17.0 萬 | 0.1% | +226+7.6% | 加碼 | – |
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 |