BXM Wealth LLC
- SEC CIK
- 0002052379
- 最新申報
- 2026/7/24
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/30 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 103
- 較 2024 年第 4 季 +7
- 總值
- $8,324 萬
- 較 2024 年第 4 季 +$1,181 萬 (+16.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 10,407 | $487.4 萬 | 5.9% | +4,653+80.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 21,277 | $471.7 萬 | 5.7% | +1,531+7.8% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 31,189 | $274.3 萬 | 3.3% | +26,505+565.9% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 15,413 | $259.1 萬 | 3.1% | +551+3.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,813 | $256.3 萬 | 3.1% | +10+0.2% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $239.5 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 25,842 | $234.3 萬 | 2.8% | +7,260+39.1% | 加碼 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 39,302 | $225.0 萬 | 2.7% | +11,488+41.3% | 加碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 13,640 | $191.3 萬 | 2.3% | +5,375+65.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,794 | $177.8 萬 | 2.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 10,721 | $177.4 萬 | 2.1% | +1,691+18.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,755 | $166.6 萬 | 2.0% | +2,125+24.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,221 | $165.0 萬 | 2.0% | +2,304+17.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,213 | $159.7 萬 | 1.9% | +344+5.0% | 加碼 | – |
| Tidal Trust I886364231 | FUND GRAN US ETF | 84,415 | $154.0 萬 | 1.8% | +84,415 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,024 | $150.0 萬 | 1.8% | +16,024 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 5,945 | $145.8 萬 | 1.8% | +245+4.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,821 | $143.8 萬 | 1.7% | +627+19.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,389 | $131.4 萬 | 1.6% | +65+4.9% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 47,284 | $131.1 萬 | 1.6% | +2,081+4.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,500 | $128.4 萬 | 1.5% | −718−22.3% | 減碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 10,335 | $115.3 萬 | 1.4% | +75+0.7% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,146 | $102.9 萬 | 1.2% | +147+3.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,015 | $95.3 萬 | 1.1% | +1,710+51.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,582 | $92.0 萬 | 1.1% | −25−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,377 | $91.3 萬 | 1.1% | +339+6.7% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 15,312 | $90.3 萬 | 1.1% | +15,312 | 新進 | 歷史 |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 30,015 | $87.6 萬 | 1.1% | +1,100+3.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,901 | $80.9 萬 | 1.0% | −625−11.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,467 | $80.4 萬 | 1.0% | −1−0.1% | 減碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 16,000 | $79.4 萬 | 1.0% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,761 | $78.8 萬 | 0.9% | +334+9.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,877 | $78.5 萬 | 0.9% | −631−6.6% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,383 | $74.2 萬 | 0.9% | +759+46.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 12,535 | $70.7 萬 | 0.8% | +12,535 | 新進 | – |
| TXNTexas Instruments Inc | Stock | 3,894 | $69.5 萬 | 0.8% | +70+1.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,982 | $69.4 萬 | 0.8% | +217+7.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,189 | $68.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,650 | $67.3 萬 | 0.8% | −40−1.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,155 | $66.5 萬 | 0.8% | +546+89.7% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,661 | $65.9 萬 | 0.8% | −12−0.4% | 減碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 18,816 | $64.4 萬 | 0.8% | −1,735−8.4% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 4,150 | $63.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 33,500 | $62.6 萬 | 0.8% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 2,262 | $60.6 萬 | 0.7% | +1,143+102.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,763 | $60.1 萬 | 0.7% | +959+10.9% | 加碼 | 歷史 |
| American Centy ETF Tr025072810 | FOCUSED DYNAMIC | 6,245 | $57.0 萬 | 0.7% | +900+16.8% | 加碼 | – |
| FTNTFortinet, Inc. | Stock | 5,800 | $55.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 4,975 | $55.5 萬 | 0.7% | −30−0.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,820 | $54.7 萬 | 0.7% | +2,820 | 新進 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 4,600 | $53.5 萬 | 0.6% | +4,600 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 4,422 | $52.6 萬 | 0.6% | +287+6.9% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 9,361 | $50.9 萬 | 0.6% | +5,301+130.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,319 | $49.1 萬 | 0.6% | +21+1.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,738 | $45.1 萬 | 0.5% | +723+71.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,212 | $44.4 萬 | 0.5% | −10−0.8% | 減碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 8,603 | $44.0 萬 | 0.5% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 3,571 | $43.6 萬 | 0.5% | −17−0.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,169 | $42.0 萬 | 0.5% | −100−3.1% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 14,421 | $41.1 萬 | 0.5% | −4,992−25.7% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,111 | $40.1 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 5,700 | $39.3 萬 | 0.5% | +5,700 | 新進 | – |
| AFLAflac Inc | Stock | 3,472 | $38.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,233 | $38.2 萬 | 0.5% | +27+2.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,218 | $38.1 萬 | 0.5% | +4+0.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 15,759 | $36.5 萬 | 0.4% | +5,018+46.7% | 加碼 | – |
| CVSCVS Health Corp | Stock | 5,288 | $35.7 萬 | 0.4% | −1,685−24.2% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 5,935 | $35.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 3,405 | $34.9 萬 | 0.4% | −4,440−56.6% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,120 | $34.9 萬 | 0.4% | +4,120 | 新進 | 歷史 |
| RIORio Tinto PLC | ADR | 5,810 | $34.9 萬 | 0.4% | −1,535−20.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,570 | $34.9 萬 | 0.4% | +50+2.0% | 加碼 | – |
| MRVLMarvell Technology, Inc. | COM | 5,620 | $34.6 萬 | 0.4% | +5,620 | 新進 | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 9,115 | $33.7 萬 | 0.4% | +9,115 | 新進 | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 11,200 | $33.3 萬 | 0.4% | −3,490−23.8% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,225 | $32.7 萬 | 0.4% | +225+11.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,153 | $31.1 萬 | 0.4% | +77+2.5% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,606 | $31.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KGCKinross Gold Corp | COM | 23,750 | $30.2 萬 | 0.4% | +4,400+22.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,700 | $29.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 12,831 | $29.6 萬 | 0.4% | +16+0.1% | 加碼 | – |
| VVisa Inc. | Stock | 834 | $29.1 萬 | 0.4% | +30+3.7% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 843 | $28.9 萬 | 0.3% | −254−23.2% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,280 | $28.2 萬 | 0.3% | +2,280 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 831 | $27.2 萬 | 0.3% | +202+32.1% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 450 | $26.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 3,532 | $25.3 萬 | 0.3% | +144+4.3% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 6,765 | $25.3 萬 | 0.3% | +40+0.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,855 | $24.9 萬 | 0.3% | −174−1.7% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 401 | $24.3 萬 | 0.3% | +3+0.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 9,393 | $23.7 萬 | 0.3% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 3,276 | $23.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,530 | $22.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 10,425 | $22.7 萬 | 0.3% | −325−3.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 395 | $22.2 萬 | 0.3% | −45−10.2% | 減碼 | – |
| SPYUBank of Montreal | NT LKD 43 | 6,200 | $21.7 萬 | 0.3% | −11,455−64.9% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,260 | $21.5 萬 | 0.3% | +1,260 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,299 | $20.8 萬 | 0.2% | −381−22.7% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 2,250 | $20.7 萬 | 0.2% | +2,250 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 1,005 | $20.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（7 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BHPBHP Group Ltd | ADR | 5,847 | $28.6 萬 | 0.4% | 歷史 |
| Fidelity Covington Trust316092139 | DISRUPTIVE TECH | 6,180 | $21.8 萬 | 0.3% | – |
| LMTLockheed Martin Corp | Stock | 442 | $21.5 萬 | 0.3% | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 4,786 | $21.1 萬 | 0.3% | – |
| MTBM&T Bank Corp | COM | 1,100 | $20.7 萬 | 0.3% | 歷史 |
| KLACKLA Corp | COM NEW | 325 | $20.5 萬 | 0.3% | 歷史 |
| Victory Portfolios II92647N873 | VCSHS US SMCP HG | 3,404 | $20.2 萬 | 0.3% | – |