BXM Wealth LLC
- SEC CIK
- 0002052379
- 最新申報
- 2026/7/24
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/28 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 129
- 較 2025 年第 2 季 +21
- 總值
- $1.06 億
- 較 2025 年第 2 季 +$2,141 萬 (+25.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 18,001 | $593.9 萬 | 5.6% | +3,605+25.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,923 | $591.5 萬 | 5.6% | +4,336+57.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 21,742 | $553.6 萬 | 5.2% | +791+3.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,500 | $307.9 萬 | 2.9% | +5,181+45.8% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 16,669 | $302.2 萬 | 2.9% | −24,023−59.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,339 | $294.2 萬 | 2.8% | +5,508+194.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 11,654 | $283.3 萬 | 2.7% | +1,000+9.4% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 26,174 | $259.4 萬 | 2.5% | 00.0% | 不變 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 19,322 | $243.4 萬 | 2.3% | 00.0% | 不變 | – |
| Tidal Trust I886364231 | FUND GRAN US ETF | 92,460 | $231.7 萬 | 2.2% | +26,490+40.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,794 | $229.9 萬 | 2.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 4,281 | $221.7 萬 | 2.1% | +812+23.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,705 | $216.7 萬 | 2.1% | +1,098+16.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,751 | $212.9 萬 | 2.0% | +1,020+17.8% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 6,605 | $163.2 萬 | 1.5% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 9,732 | $151.1 萬 | 1.4% | +1,162+13.6% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,124 | $143.9 萬 | 1.4% | −550−3.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,633 | $133.6 萬 | 1.3% | +2,460+77.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,722 | $133.2 萬 | 1.3% | +601+14.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,415 | $131.0 萬 | 1.2% | +21+1.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 49,713 | $130.3 萬 | 1.2% | −7,563−13.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,816 | $127.7 萬 | 1.2% | −240−4.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,950 | $114.6 萬 | 1.1% | +1,269+34.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,214 | $105.3 萬 | 1.0% | +1,337+15.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,904 | $102.0 萬 | 1.0% | +5,141+52.7% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 5,580 | $101.8 萬 | 1.0% | +975+21.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 6,082 | $101.8 萬 | 1.0% | +893+17.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,168 | $94.8 萬 | 0.9% | +861+16.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,942 | $91.6 萬 | 0.9% | +1,260+34.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,229 | $90.3 萬 | 0.9% | −20−1.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,899 | $90.0 萬 | 0.9% | +1,005+25.8% | 加碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 16,000 | $89.1 萬 | 0.8% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 1,491 | $84.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092139 | DISRUPTIVE TECH | 21,130 | $80.2 萬 | 0.8% | −275−1.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,600 | $78.6 萬 | 0.7% | 00.0% | 不變 | – |
| ITWIllinois Tool Works Inc | Stock | 2,976 | $77.6 萬 | 0.7% | +315+11.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,982 | $74.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 16,441 | $73.3 萬 | 0.7% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,636 | $72.8 萬 | 0.7% | −170−9.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,349 | $72.4 萬 | 0.7% | +715+19.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,900 | $71.5 萬 | 0.7% | +617+27.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189H664 | FABLE SEMIC ETF | 18,095 | $69.3 萬 | 0.7% | −1,243−6.4% | 減碼 | – |
| NVSNovartis AG | ADR | 5,178 | $66.4 萬 | 0.6% | +253+5.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 9,000 | $65.5 萬 | 0.6% | −1,212−11.9% | 減碼 | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 12,525 | $65.0 萬 | 0.6% | +12,525 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 33,500 | $64.8 萬 | 0.6% | 00.0% | 不變 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 7,495 | $60.9 萬 | 0.6% | +905+13.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,328 | $60.1 萬 | 0.6% | +783+17.2% | 加碼 | 歷史 |
| BNY Mellon ETF Trust09661T826 | GLOBAL INFRASCTR | 15,375 | $59.9 萬 | 0.6% | +15,375 | 新進 | – |
| MCDMcDonalds Corp | Stock | 1,890 | $57.4 萬 | 0.5% | +636+50.7% | 加碼 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 4,600 | $55.2 萬 | 0.5% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 4,037 | $54.1 萬 | 0.5% | +868+27.4% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 18,727 | $53.0 萬 | 0.5% | +5,631+43.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,111 | $52.0 萬 | 0.5% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 2,172 | $51.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,492 | $50.9 萬 | 0.5% | +515+52.7% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,065 | $50.3 萬 | 0.5% | +1,288+46.4% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 661 | $50.1 萬 | 0.5% | +290+78.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,319 | $48.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 5,055 | $47.8 萬 | 0.5% | +1,850+57.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,645 | $47.8 萬 | 0.5% | +945+35.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 10,292 | $47.8 萬 | 0.5% | −2,393−18.9% | 減碼 | – |
| AXPAmerican Express Co | Stock | 1,416 | $47.0 萬 | 0.4% | +600+73.5% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 5,500 | $46.2 萬 | 0.4% | +900+19.6% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 425 | $45.8 萬 | 0.4% | +425 | 新進 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 5,700 | $45.7 萬 | 0.4% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,126 | $45.6 萬 | 0.4% | +427+61.1% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 3,224 | $44.7 萬 | 0.4% | +618+23.7% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,975 | $44.2 萬 | 0.4% | +730+32.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 8,603 | $43.8 萬 | 0.4% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 1,498 | $42.3 萬 | 0.4% | +500+50.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,599 | $42.2 萬 | 0.4% | +2,599 | 新進 | 歷史 |
| RFRegions Financial Corp | COM | 15,925 | $42.0 萬 | 0.4% | +5,000+45.8% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 450 | $41.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 854 | $40.7 萬 | 0.4% | −20−2.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,575 | $40.0 萬 | 0.4% | +350+15.7% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 6,253 | $39.6 萬 | 0.4% | +318+5.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,490 | $39.6 萬 | 0.4% | +2,490 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 16,577 | $38.8 萬 | 0.4% | −3,807−18.7% | 減碼 | – |
| AFLAflac Inc | Stock | 3,472 | $38.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Wedbush Ser Tr947913109 | DAN IVE REVO ETF | 11,090 | $38.4 萬 | 0.4% | +11,090 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 16,646 | $37.9 萬 | 0.4% | +1,075+6.9% | 加碼 | – |
| American Centy ETF Tr025072810 | FOCUSED DYNAMIC | 3,105 | $37.4 萬 | 0.4% | −2,000−39.2% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,570 | $36.0 萬 | 0.3% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 3,081 | $35.3 萬 | 0.3% | −72−2.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,301 | $35.2 萬 | 0.3% | +2,211+71.6% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 4,117 | $34.5 萬 | 0.3% | +572+16.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 658 | $33.1 萬 | 0.3% | −8−1.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 648 | $32.3 萬 | 0.3% | +648 | 新進 | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 8,075 | $32.0 萬 | 0.3% | 00.0% | 不變 | – |
| MTBM&T Bank Corp | COM | 1,600 | $31.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 5,845 | $31.1 萬 | 0.3% | +5,845 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 2,280 | $31.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,153 | $30.9 萬 | 0.3% | +3,153 | 新進 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 908 | $29.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 435 | $29.1 萬 | 0.3% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 240 | $28.8 萬 | 0.3% | +40+20.0% | 加碼 | 歷史 |
| CAVACava Group, Inc. | COM | 4,640 | $28.0 萬 | 0.3% | +4,640 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,218 | $27.9 萬 | 0.3% | +4,218 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 4,199 | $27.7 萬 | 0.3% | +4,199 | 新進 | 歷史 |
2025 年第 2 季之後清倉（10 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 15,372 | $266.8 萬 | 3.2% | – |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 26,775 | $89.8 萬 | 1.1% | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 14,082 | $32.5 萬 | 0.4% | – |
| CVSCVS Health Corp | Stock | 4,183 | $28.9 萬 | 0.3% | 歷史 |
| PFEPfizer Inc | Stock | 9,855 | $23.9 萬 | 0.3% | 歷史 |
| NKENIKE, Inc. | Stock | 3,243 | $23.4 萬 | 0.3% | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,500 | $21.3 萬 | 0.3% | 歷史 |
| BHPBHP Group Ltd | ADR | 4,205 | $20.2 萬 | 0.2% | 歷史 |
| KGCKinross Gold Corp | COM | 12,450 | $19.5 萬 | 0.2% | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 12,290 | $8.87 萬 | 0.1% | 歷史 |