BostonPremier Wealth LLC
- SEC CIK
- 0002053783
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/29 申報。只含多頭部位。
- 持股檔數
- 59
- 2024 年第 3 季沒有申報
- 總值
- $1.65 億
- 2024 年第 3 季沒有申報
BostonPremier Wealth 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 154,395 | $4,475 萬 | 27.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 31,955 | $1,634 萬 | 9.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 237,979 | $1,483 萬 | 9.0% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 309,815 | $1,352 萬 | 8.2% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 145,260 | $969.9 萬 | 5.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 69,593 | $801.9 萬 | 4.9% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 113,396 | $722.9 萬 | 4.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 40,377 | $707.5 萬 | 4.3% | – | – | – |
| AAPLApple Inc. | Stock | 27,644 | $692.3 萬 | 4.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 115,133 | $560.4 萬 | 3.4% | – | – | – |
| iShares Tr46435U135 | CYBERSECURITY | 72,005 | $351.3 萬 | 2.1% | – | – | – |
| First Tr Exchange-Traded FD33733E401 | NASDAQ 100 EX | 24,300 | $226.3 萬 | 1.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,515 | $208.7 萬 | 1.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 15,029 | $201.8 萬 | 1.2% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 8,761 | $166.4 萬 | 1.0% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 64,868 | $149.1 萬 | 0.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,885 | $131.1 萬 | 0.8% | – | – | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 18,912 | $112.8 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,448 | $103.2 萬 | 0.6% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,614 | $87.5 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 9,047 | $80.3 萬 | 0.5% | – | – | – |
| TSLATesla, Inc. | Stock | 1,795 | $72.5 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,145 | $67.1 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,560 | $65.9 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,872 | $62.6 萬 | 0.4% | – | – | – |
| MAINMain Street Capital CORP | CEF | 9,550 | $55.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 4,945 | $52.2 萬 | 0.3% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 14,266 | $49.3 萬 | 0.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 3,696 | $44.5 萬 | 0.3% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 411 | $43.6 萬 | 0.3% | – | – | 歷史 |
| RITMRithm Capital Corp. | REIT | 36,400 | $39.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,003 | $39.2 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F136 | FT VEST US EQUIT | 12,508 | $38.2 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 4,693 | $37.5 萬 | 0.2% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,816 | $30.1 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 6,802 | $29.9 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 12,978 | $29.5 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 643 | $29.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,933 | $28.4 萬 | 0.2% | – | – | – |
| STTState Street Corp | COM | 2,882 | $28.3 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,223 | $28.2 萬 | 0.2% | – | – | – |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 2,179 | $27.3 萬 | 0.2% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,364 | $27.0 萬 | 0.2% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,263 | $26.1 萬 | 0.2% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,019 | $26.1 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 6,646 | $24.9 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 6,478 | $24.7 萬 | 0.1% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 3,174 | $24.0 萬 | 0.1% | – | – | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 3,165 | $23.4 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 394 | $23.1 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 10,026 | $22.8 萬 | 0.1% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,528 | $22.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,718 | $22.1 萬 | 0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 370 | $21.1 萬 | 0.1% | – | – | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 2,757 | $20.5 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,076 | $20.4 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 3,893 | $20.4 萬 | 0.1% | – | – | 歷史 |
| CIMChimera Investment Corp | COM SHS | 14,539 | $20.4 萬 | 0.1% | – | – | 歷史 |
| OXSQOxford Square Capital Corp. | COM | 65,726 | $16.0 萬 | 0.1% | – | – | 歷史 |