Eq Wealth Advisors, LLC
- SEC CIK
- 0002047572
- 最新申報
- 2026/7/24
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/2 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 259
- 較 2025 年第 3 季 +210
- 總值
- $1.69 億
- 較 2025 年第 3 季 +$1,719 萬 (+11.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 594,418 | $1,642 萬 | 9.7% | +71,421+13.7% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 595,871 | $1,590 萬 | 9.4% | +77,750+15.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 25,826 | $1,298 萬 | 7.7% | +139+0.5% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 425,280 | $1,127 萬 | 6.7% | −24,645−5.5% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 242,795 | $1,080 萬 | 6.4% | +4,256+1.8% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 184,864 | $922.5 萬 | 5.4% | −9,031−4.7% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 178,330 | $861.7 萬 | 5.1% | +10,713+6.4% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 202,506 | $769.5 萬 | 4.5% | −10,986−5.1% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 221,760 | $729.4 萬 | 4.3% | −10,104−4.4% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 212,026 | $576.9 萬 | 3.4% | +9,232+4.6% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 181,680 | $497.4 萬 | 2.9% | +56,114+44.7% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 60,516 | $491.2 萬 | 2.9% | −641−1.0% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 40,480 | $370.2 萬 | 2.2% | +652+1.6% | 加碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 109,703 | $370.1 萬 | 2.2% | +4,404+4.2% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 140,746 | $366.1 萬 | 2.2% | −15,376−9.8% | 減碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 103,037 | $357.0 萬 | 2.1% | +10,341+11.2% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 62,187 | $271.4 萬 | 1.6% | +22,089+55.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 11,172 | $245.5 萬 | 1.4% | −230−2.0% | 減碼 | – |
| Vanguard Mun BD FDS922907712 | CORE TAX EXEMPT | 31,191 | $235.7 萬 | 1.4% | +31,191 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 22,948 | $235.0 萬 | 1.4% | −929−3.9% | 減碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 73,693 | $232.2 萬 | 1.4% | −4,795−6.1% | 減碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 59,870 | $215.9 萬 | 1.3% | −3,060−4.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 45,590 | $209.2 萬 | 1.2% | −1,208−2.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,042 | $195.5 萬 | 1.2% | −287−6.6% | 減碼 | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 34,845 | $155.2 萬 | 0.9% | −2,058−5.6% | 減碼 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 34,930 | $135.3 萬 | 0.8% | +1,941+5.9% | 加碼 | 歷史 |
| Capital Group New Geography14021N105 | SHS | 28,313 | $90.4 萬 | 0.5% | +2,473+9.6% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 36,846 | $83.4 萬 | 0.5% | −359−1.0% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 16,627 | $75.2 萬 | 0.4% | +2,835+20.6% | 加碼 | – |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 63,646 | $64.9 萬 | 0.4% | +12,409+24.2% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 24,439 | $64.8 萬 | 0.4% | +2,238+10.1% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 14,528 | $49.7 萬 | 0.3% | −114−0.8% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,617 | $49.4 萬 | 0.3% | +17+1.1% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,004 | $44.0 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 5,872 | $40.9 萬 | 0.2% | +5,872 | 新進 | – |
| CSXCSX Corp | Stock | 11,211 | $40.6 萬 | 0.2% | +37+0.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,291 | $39.6 萬 | 0.2% | +65+2.0% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 15,483 | $39.5 萬 | 0.2% | +355+2.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,698 | $39.2 萬 | 0.2% | −50−2.9% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,739 | $37.8 萬 | 0.2% | +6+0.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 918 | $36.4 萬 | 0.2% | +61+7.1% | 加碼 | 歷史 |
| PIMCO Equity Ser72202L371 | RAFI DYN MULTI | 9,445 | $36.3 萬 | 0.2% | +3,892+70.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 4,207 | $33.5 萬 | 0.2% | −1,000−19.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 1,189 | $32.3 萬 | 0.2% | −107−8.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,300 | $29.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 272 | $29.2 萬 | 0.2% | +9+3.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,908 | $29.1 萬 | 0.2% | +166+9.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,529 | $25.9 萬 | 0.2% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 1,306 | $25.5 萬 | 0.2% | +1,306 | 新進 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 7,566 | $24.9 萬 | 0.1% | +7,566 | 新進 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 5,431 | $24.5 萬 | 0.1% | +5,431 | 新進 | – |
| CORCencora, Inc. | Stock | 716 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,300 | $23.9 萬 | 0.1% | −163−11.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 700 | $22.9 萬 | 0.1% | +700 | 新進 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 17,697 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 1,893 | $18.5 萬 | 0.1% | +1,893 | 新進 | – |
| PIMCO Equity Ser72202L363 | RAFI DYN ML US | 3,189 | $18.1 萬 | 0.1% | +3,189 | 新進 | – |
| ABTAbbott Laboratories | Stock | 1,300 | $16.3 萬 | 0.1% | +1,300 | 新進 | 歷史 |
| MTDRMatador Resources Co | COM | 3,710 | $15.7 萬 | 0.1% | +3,710 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 393 | $15.3 萬 | 0.1% | +393 | 新進 | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 6,408 | $14.7 萬 | 0.1% | +6,408 | 新進 | – |
| NVDANVIDIA Corp | Stock | 768 | $14.3 萬 | 0.1% | +768 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 5,401 | $13.4 萬 | 0.1% | +5,401 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,275 | $12.6 萬 | 0.1% | +1,275 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 216 | $12.3 萬 | 0.1% | +216 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 834 | $12.0 萬 | 0.1% | +834 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 377 | $11.7 萬 | 0.1% | +377 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,625 | $11.3 萬 | 0.1% | +1,625 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 349 | $10.9 萬 | 0.1% | +349 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 560 | $10.7 萬 | 0.1% | +560 | 新進 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,125 | $10.7 萬 | 0.1% | +1,125 | 新進 | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 3,788 | $10.6 萬 | 0.1% | +3,788 | 新進 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 254 | $10.5 萬 | 0.1% | +254 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 345 | $9.96 萬 | 0.1% | +345 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 471 | $9.75 萬 | 0.1% | +471 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 312 | $9.61 萬 | 0.1% | +312 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 324 | $9.60 萬 | 0.1% | +324 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 135 | $8.29 萬 | <0.1% | +135 | 新進 | – |
| Vanguard Energy ETF92204A306 | ETF | 654 | $8.24 萬 | <0.1% | +654 | 新進 | – |
| KMBKimberly Clark Corp | Stock | 800 | $8.07 萬 | <0.1% | +800 | 新進 | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 3,365 | $7.71 萬 | <0.1% | +3,365 | 新進 | – |
| AEEAmeren Corp | COM | 721 | $7.20 萬 | <0.1% | +721 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 2,880 | $7.15 萬 | <0.1% | +2,880 | 新進 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 817 | $7.01 萬 | <0.1% | +817 | 新進 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,581 | $6.98 萬 | <0.1% | +1,581 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 190 | $6.58 萬 | <0.1% | +190 | 新進 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 2,001 | $6.52 萬 | <0.1% | +2,001 | 新進 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 1,392 | $6.22 萬 | <0.1% | +1,392 | 新進 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 293 | $6.16 萬 | <0.1% | +293 | 新進 | – |
| OKEONEOK Inc | COM | 810 | $5.95 萬 | <0.1% | +810 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 604 | $5.81 萬 | <0.1% | +604 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 81 | $5.55 萬 | <0.1% | +81 | 新進 | – |
| GEVGE Vernova Inc. | Stock | 78 | $5.10 萬 | <0.1% | +78 | 新進 | 歷史 |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 1,269 | $4.86 萬 | <0.1% | +1,269 | 新進 | – |
| NUVNuveen Municipal Value Fund Inc | COM | 5,177 | $4.69 萬 | <0.1% | +5,177 | 新進 | 歷史 |
| MSTRStrategy Inc | Stock | 307 | $4.66 萬 | <0.1% | +307 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 96 | $4.64 萬 | <0.1% | +96 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 306 | $4.63 萬 | <0.1% | +306 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 227 | $4.35 萬 | <0.1% | +227 | 新進 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 441 | $4.25 萬 | <0.1% | +441 | 新進 | – |