BostonPremier Wealth LLC
- SEC CIK
- 0002053783
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/24。SEC
- 持股檔數
- 79
- 較 2026 年第 1 季 +9
- 總值
- $2.35 億
- 較 2026 年第 1 季 +$4,194.05 萬 (+21.7%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 174,496 | $6,457.06 萬 | 27.42% | +4,815+2.8% | 加碼 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 49,385 | $3,636.73 萬 | 15.44% | +1,404+2.9% | 加碼 | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 282,564 | $2,178.85 萬 | 9.25% | +8,769+3.2% | 加碼 | – |
| AMERICAN CENTY ETF TR025072349 | US LARGE CAP VLU | 203,126 | $1,852.71 萬 | 7.87% | +7,278+3.7% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 153,731 | $1,259.67 萬 | 5.35% | +7,529+5.1% | 加碼 | – |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 65,072 | $965.09 萬 | 4.10% | +1,949+3.1% | 加碼 | – |
| AAPLAPPLE INC COM | Stock | 31,066 | $898.94 萬 | 3.82% | −113−0.4% | 減碼 | 查看 |
| ISHARES FUTURE AI & TECH ETF46435U556 | ETF | 96,515 | $735.06 萬 | 3.12% | +395+0.4% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 27,867 | $557.6 萬 | 2.37% | +2,169+8.4% | 加碼 | 查看 |
| ETFIS SER TR I26923G806 | VIRTUS REAVES UT | 57,076 | $466.54 萬 | 1.98% | +2,674+4.9% | 加碼 | – |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 17,943 | $381.78 萬 | 1.62% | +276+1.6% | 加碼 | – |
| AMZNAMAZON COM INC COM | Stock | 13,677 | $325.98 萬 | 1.38% | +104+0.8% | 加碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 8,416 | $297.35 萬 | 1.26% | −27−0.3% | 減碼 | 查看 |
| FIRST TR EXCHANGE-TRADED FD33733E401 | NASDAQ 100 EX | 22,739 | $221.97 萬 | 0.94% | +245+1.1% | 加碼 | – |
| VANGUARD INDEX FDS922908652 | EXTEND MKT ETF | 7,761 | $191.08 萬 | 0.81% | +380+5.1% | 加碼 | – |
| TSLATESLA INC COM | Stock | 3,713 | $156.17 萬 | 0.66% | +13+0.4% | 加碼 | 查看 |
| VRTVERTIV HOLDINGS CO | COM CL A | 4,018 | $134.52 萬 | 0.57% | +190+5.0% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 3,308 | $123.4 萬 | 0.52% | +410+14.1% | 加碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 2,058 | $119.55 萬 | 0.51% | 00.0% | 不變 | 查看 |
| GLDSPDR GOLD SHARES | ETF | 2,724 | $100.34 萬 | 0.43% | −50−1.8% | 減碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 2,627 | $99.24 萬 | 0.42% | +257+10.8% | 加碼 | 查看 |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 1,241 | $92.92 萬 | 0.39% | 00.0% | 不變 | – |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 3,096 | $85.5 萬 | 0.36% | +451+17.1% | 加碼 | 查看 |
| FIRST TR EXCHANGE-TRADED FD33734H106 | SHS | 17,135 | $82.56 萬 | 0.35% | −1,381−7.5% | 減碼 | – |
| FIRST TR EXCHANGE-TRADED FD33739Q200 | FST LOW OPPT EFT | 15,704 | $78.18 萬 | 0.33% | −1,441−8.4% | 減碼 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 958 | $71.53 萬 | 0.30% | +2+0.2% | 加碼 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 3,797 | $68.69 萬 | 0.29% | +10.0% | 加碼 | 查看 |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 15,354 | $68.11 萬 | 0.29% | +38+0.2% | 加碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 2,620 | $66.54 萬 | 0.28% | +8+0.3% | 加碼 | 查看 |
| ISHARES MSCI USA MIN VOL FACTOR ETF46429B697 | ETF | 6,829 | $65.88 萬 | 0.28% | −322−4.5% | 減碼 | – |
| ISHARES TR46432F388 | MSCI USA VALUE | 3,281 | $65.56 萬 | 0.28% | −131−3.8% | 減碼 | – |
| METAMETA PLATFORMS INC CL A | Stock | 1,136 | $63.99 萬 | 0.27% | +61+5.7% | 加碼 | 查看 |
| ANETARISTA NETWORKS INC COM SHS | Stock | 3,603 | $61.21 萬 | 0.26% | 00.0% | 不變 | 查看 |
| XOMEXXON MOBIL CORP | COM | 4,360 | $59.61 萬 | 0.25% | −1,016−18.9% | 減碼 | 查看 |
| ISHARES TR46434V381 | FUTU EXPO TE ETF | 7,065 | $58.38 萬 | 0.25% | −328−4.4% | 減碼 | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 2,456 | $58.1 萬 | 0.25% | +550+28.9% | 加碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,561 | $55.77 萬 | 0.24% | +351+29.0% | 加碼 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 470 | $54.25 萬 | 0.23% | +470 | 新進 | 查看 |
| ISHARES S&P 100 ETF464287101 | ETF | 1,413 | $51.69 萬 | 0.22% | +37+2.7% | 加碼 | – |
| FIRST TR EXCHANGE-TRADED ALP33737M102 | MID CP GR ALPH | 4,589 | $50.87 萬 | 0.22% | −48−1.0% | 減碼 | – |
| STTSTATE STR CORP | COM | 2,966 | $50.3 萬 | 0.21% | +12+0.4% | 加碼 | 查看 |
| IAUISHARES GOLD TRUST | ETF | 6,600 | $49.84 萬 | 0.21% | 00.0% | 不變 | 查看 |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF78464A631 | ETF | 1,747 | $49.58 萬 | 0.21% | 00.0% | 不變 | – |
| MAINMAIN STR CAP CORP COM | CEF | 8,250 | $42.8 萬 | 0.18% | 00.0% | 不變 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F136 | FT VEST US EQUIT | 12,508 | $42.03 萬 | 0.18% | 00.0% | 不變 | – |
| INVESCO NASDAQ 100 ETF46138G649 | ETF | 1,380 | $41.81 萬 | 0.18% | +25+1.8% | 加碼 | – |
| CBCHUBB LIMITED COM | Stock | 1,223 | $41.67 萬 | 0.18% | 00.0% | 不變 | 查看 |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 3,339 | $38.96 萬 | 0.17% | +420+14.4% | 加碼 | 查看 |
| SCHWAB U.S. BROAD MARKET ETF808524102 | ETF | 12,319 | $35.67 萬 | 0.15% | +33+0.3% | 加碼 | – |
| BEBLOOM ENERGY CORP | COM CL A | 1,176 | $35.6 萬 | 0.15% | −363−23.6% | 減碼 | 查看 |
| GLTRABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 1,880 | $34.06 萬 | 0.14% | +279+17.4% | 加碼 | 查看 |
| ISHARES TR464287689 | RUSSELL 3000 ETF | 784 | $33.44 萬 | 0.14% | +146+22.9% | 加碼 | – |
| ALPS ETF TR00162Q205 | EQUAL SEC ETF | 6,561 | $33.1 萬 | 0.14% | −50−0.8% | 減碼 | – |
| ISHARES RUSSELL MID-CAP GROWTH ETF464287481 | ETF | 2,213 | $32.4 萬 | 0.14% | −4−0.2% | 減碼 | – |
| GEVGE VERNOVA INC COM | Stock | 267 | $31.39 萬 | 0.13% | +267 | 新進 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 2,079 | $30.48 萬 | 0.13% | +5+0.2% | 加碼 | 查看 |
| JPMORGAN ULTRA-SHORT INCOME ETF46641Q837 | ETF | 5,893 | $29.8 萬 | 0.13% | −355−5.7% | 減碼 | – |
| FIRST TR EXCHNG TRADED FD VI33740F615 | FT VEST US EQT | 6,478 | $28.98 萬 | 0.12% | 00.0% | 不變 | – |
| MOALTRIA GROUP INC COM | Stock | 3,915 | $28.17 萬 | 0.12% | +3+0.1% | 加碼 | 查看 |
| ISHARES TR464287150 | CORE S&P TTL STK | 1,696 | $27.86 萬 | 0.12% | +4+0.2% | 加碼 | – |
| ISHARES RUSSELL MID-CAP VALUE ETF464287473 | ETF | 1,656 | $27.27 萬 | 0.12% | −5−0.3% | 減碼 | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 3,360 | $27.07 萬 | 0.11% | +2,520+300.0% | 加碼 | – |
| COLUMBIA ETF TR I19761L706 | RESH ENHNC COR | 5,759 | $24.93 萬 | 0.11% | −250−4.2% | 減碼 | – |
| ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396 | ETF | 717 | $24.57 萬 | 0.10% | +717 | 新進 | – |
| RITMRITHM CAPITAL CORP COM NEW | REIT | 25,550 | $23.99 萬 | 0.10% | 00.0% | 不變 | 查看 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775 | ETF | 2,840 | $23.78 萬 | 0.10% | +170+6.4% | 加碼 | – |
| AMPLIFY ETF TR032108664 | AMPLIFY CYBERSEC | 2,223 | $23.32 萬 | 0.10% | +2,223 | 新進 | – |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 5,494 | $23.26 萬 | 0.10% | +38+0.7% | 加碼 | 查看 |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 8,319 | $23.04 萬 | 0.10% | +34+0.4% | 加碼 | – |
| MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 313 | $21.99 萬 | 0.09% | +313 | 新進 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F482 | FT VEST U.S EQT | 4,919 | $21.76 萬 | 0.09% | 00.0% | 不變 | – |
| VANGUARD WORLD FD921910733 | ESG US STK ETF | 1,578 | $20.87 萬 | 0.09% | +1,578 | 新進 | – |
| TAT&T INC COM | Stock | 9,921 | $20.54 萬 | 0.09% | +28+0.3% | 加碼 | 查看 |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 268 | $20.45 萬 | 0.09% | +268 | 新進 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 407 | $20.37 萬 | 0.09% | −44−9.8% | 減碼 | 查看 |
| ISHARES TR46435G326 | CORE MSCI INTL | 2,273 | $20.23 萬 | 0.09% | +2,273 | 新進 | – |
| MSIFMSC INCOME FUND INC | COM | 15,033 | $17.39 萬 | 0.07% | +177+1.2% | 加碼 | 查看 |
| OXSQOXFORD SQUARE CAP CORP | COM | 26,026 | $3.44 萬 | 0.01% | 00.0% | 不變 | 查看 |
| CTXRCITIUS PHARMACEUTICALS INC | COM | 28,000 | $1.69 萬 | 0.01% | +28,000 | 新進 | 查看 |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/24 | 79 | $2.35 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/4/10 | 70 | $1.94 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/1/13 | 69 | $1.95 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/10/28 | 73 | $2.01 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/7/15 | 63 | $1.8 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/4/21 | 58 | $1.61 億 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/1/29 | 59 | $1.65 億 | – | SEC |