Axis Wealth Partners, LLC
- SEC CIK
- 0002052531
- 最新申報
- 2026/7/28
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/7 申報。只含多頭部位。
- 持股檔數
- 130
- 2024 年第 3 季沒有申報
- 總值
- $1.19 億
- 2024 年第 3 季沒有申報
Axis Wealth Partners, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 59,408 | $480.8 萬 | 4.1% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 102,379 | $459.4 萬 | 3.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,413 | $453.3 萬 | 3.8% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 61,179 | $415.3 萬 | 3.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 140,945 | $385.1 萬 | 3.2% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 60,778 | $303.5 萬 | 2.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,892 | $291.6 萬 | 2.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,666 | $273.5 萬 | 2.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,583 | $270.2 萬 | 2.3% | – | – | – |
| AAPLApple Inc. | Stock | 10,381 | $260.0 萬 | 2.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 26,317 | $255.0 萬 | 2.1% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 59,966 | $245.4 萬 | 2.1% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 80,976 | $236.5 萬 | 2.0% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 24,252 | $214.4 萬 | 1.8% | – | – | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 44,968 | $206.7 萬 | 1.7% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 20,251 | $205.6 萬 | 1.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 15,120 | $192.9 萬 | 1.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 36,337 | $185.8 萬 | 1.6% | – | – | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 45,384 | $183.8 萬 | 1.5% | – | – | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 75,185 | $159.8 萬 | 1.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 14,680 | $142.1 萬 | 1.2% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 15,387 | $135.4 萬 | 1.1% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 38,085 | $131.7 萬 | 1.1% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3,531 | $129.3 萬 | 1.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,383 | $121.8 萬 | 1.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 19,315 | $120.4 萬 | 1.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,136 | $120.2 萬 | 1.0% | – | – | – |
| VZVerizon Communications Inc | Stock | 30,002 | $120.0 萬 | 1.0% | – | – | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 11,784 | $118.2 萬 | 1.0% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,602 | $115.7 萬 | 1.0% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,224 | $111.0 萬 | 0.9% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,103 | $107.0 萬 | 0.9% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 7,484 | $104.3 萬 | 0.9% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 19,799 | $103.9 萬 | 0.9% | – | – | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 28,784 | $99.6 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,523 | $99.2 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 35,894 | $98.3 萬 | 0.8% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,414 | $96.9 萬 | 0.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,851 | $94.6 萬 | 0.8% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 14,091 | $91.7 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,064 | $87.0 萬 | 0.7% | – | – | 歷史 |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 13,560 | $84.9 萬 | 0.7% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 6,467 | $83.3 萬 | 0.7% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,608 | $81.4 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 18,110 | $81.4 萬 | 0.7% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 7,621 | $78.7 萬 | 0.7% | – | – | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 9,365 | $75.9 萬 | 0.6% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,881 | $73.5 萬 | 0.6% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 5,881 | $73.5 萬 | 0.6% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 25,183 | $72.2 萬 | 0.6% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 7,930 | $72.1 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,819 | $64.7 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,246 | $64.3 萬 | 0.5% | – | – | – |
| MOAltria Group, Inc. | Stock | 11,336 | $59.3 萬 | 0.5% | – | – | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 10,591 | $57.6 萬 | 0.5% | – | – | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 16,601 | $56.8 萬 | 0.5% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,065 | $56.7 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 13,833 | $56.0 萬 | 0.5% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 4,773 | $55.0 萬 | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 17,995 | $54.8 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 11,824 | $54.5 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 925 | $54.5 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,942 | $54.4 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,228 | $53.4 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,873 | $52.4 萬 | 0.4% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 11,487 | $52.4 萬 | 0.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,459 | $51.8 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,921 | $51.7 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,252 | $50.6 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,764 | $50.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,411 | $49.6 萬 | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,187 | $49.3 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 6,467 | $49.0 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 21,144 | $48.1 萬 | 0.4% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,527 | $47.5 萬 | 0.4% | – | – | – |
| WPCW. P. Carey Inc. | COM | 8,597 | $46.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,503 | $46.8 萬 | 0.4% | – | – | – |
| QCOMQualcomm Inc | Stock | 2,994 | $46.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,560 | $45.8 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 8,404 | $45.6 萬 | 0.4% | – | – | – |
| WFCWells Fargo & Company | Stock | 6,467 | $45.4 萬 | 0.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,389 | $44.8 萬 | 0.4% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,870 | $44.4 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,467 | $42.5 萬 | 0.4% | – | – | – |
| IRMIron Mountain Inc | COM | 4,017 | $42.2 萬 | 0.4% | – | – | 歷史 |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 13,789 | $42.1 萬 | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,413 | $41.0 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 12,046 | $40.7 萬 | 0.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,263 | $40.5 萬 | 0.3% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,779 | $39.2 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,954 | $37.0 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 8,413 | $37.0 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 608 | $35.6 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 12,518 | $34.9 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 5,605 | $34.8 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 762 | $34.5 萬 | 0.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,790 | $33.3 萬 | 0.3% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,116 | $32.4 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,176 | $31.6 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,771 | $31.5 萬 | 0.3% | – | – | 歷史 |