BostonPremier Wealth LLC
- SEC CIK
- 0002053783
- 最新申報
- 2026/7/24
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/21 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 58
- 較 2024 年第 4 季 −1
- 總值
- $1.61 億
- 較 2024 年第 4 季 −$392.0 萬 (−2.4%)
| 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 | 155,486 | $4,273 萬 | 26.5% | +1,091+0.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 35,754 | $1,677 萬 | 10.4% | +3,799+11.9% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 343,769 | $1,533 萬 | 9.5% | +33,954+11.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 242,141 | $1,413 萬 | 8.8% | +4,162+1.7% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 148,991 | $971.6 萬 | 6.0% | +3,731+2.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 69,483 | $726.6 萬 | 4.5% | −110−0.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 38,677 | $670.0 萬 | 4.2% | −1,700−4.2% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 110,072 | $665.7 萬 | 4.1% | −3,324−2.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 27,594 | $612.9 萬 | 3.8% | −50−0.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 113,146 | $556.2 萬 | 3.5% | −1,987−1.7% | 減碼 | – |
| iShares Tr46435U135 | CYBERSECURITY | 71,199 | $334.5 萬 | 2.1% | −806−1.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 20,039 | $238.3 萬 | 1.5% | +20,039 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33733E401 | NASDAQ 100 EX | 23,937 | $224.6 萬 | 1.4% | −363−1.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 9,626 | $183.1 萬 | 1.1% | +111+1.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,810 | $182.2 萬 | 1.1% | +1,781+11.9% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 8,551 | $147.3 萬 | 0.9% | −210−2.4% | 減碼 | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 19,199 | $110.5 萬 | 0.7% | +287+1.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 7,073 | $110.5 萬 | 0.7% | +188+2.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,280 | $94.5 萬 | 0.6% | −334−9.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,403 | $90.2 萬 | 0.6% | −45−1.8% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 8,683 | $81.3 萬 | 0.5% | −364−4.0% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,877 | $59.6 萬 | 0.4% | +5+0.3% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 3,696 | $58.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,453 | $57.3 萬 | 0.4% | −1,107−24.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,087 | $54.1 萬 | 0.3% | +292+16.3% | 加碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 9,550 | $54.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 904 | $50.6 萬 | 0.3% | −241−21.0% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 15,155 | $50.0 萬 | 0.3% | +889+6.2% | 加碼 | – |
| RITMRithm Capital Corp. | REIT | 36,400 | $41.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,323 | $40.0 萬 | 0.2% | +1,323 | 新進 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 3,595 | $38.3 萬 | 0.2% | −1,350−27.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F136 | FT VEST US EQUIT | 12,508 | $38.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,906 | $37.0 萬 | 0.2% | −97−4.8% | 減碼 | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 4,675 | $35.0 萬 | 0.2% | −18−0.4% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 411 | $32.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,256 | $31.7 萬 | 0.2% | +892+16.6% | 加碼 | – |
| BACBank of America Corp | Stock | 7,342 | $30.6 萬 | 0.2% | +540+7.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 10,058 | $28.4 萬 | 0.2% | +32+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 527 | $28.1 萬 | 0.2% | −116−18.0% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 13,017 | $28.0 萬 | 0.2% | +39+0.3% | 加碼 | – |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 2,188 | $27.6 萬 | 0.2% | +9+0.4% | 加碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,670 | $26.8 萬 | 0.2% | −146−8.0% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,163 | $26.7 萬 | 0.2% | −11−0.3% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,224 | $26.1 萬 | 0.2% | +10.0% | 加碼 | – |
| STTState Street Corp | COM | 2,897 | $25.9 萬 | 0.2% | +15+0.5% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,528 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 435 | $25.1 萬 | 0.2% | +41+10.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 6,646 | $24.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 6,478 | $24.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,202 | $24.3 萬 | 0.2% | −61−4.8% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 3,897 | $23.4 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,785 | $22.3 萬 | 0.1% | +3,785 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,705 | $21.5 萬 | 0.1% | −314−15.6% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,723 | $21.0 萬 | 0.1% | +5+0.3% | 加碼 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 3,165 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 10,325 | $20.4 萬 | 0.1% | +10,325 | 新進 | – |
| CIMChimera Investment Corp | COM SHS | 13,139 | $16.9 萬 | 0.1% | −1,400−9.6% | 減碼 | 歷史 |
| OXSQOxford Square Capital Corp. | COM | 61,526 | $16.1 萬 | 0.1% | −4,200−6.4% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（5 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 |
|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 64,868 | $149.1 萬 | 0.9% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,933 | $28.4 萬 | 0.2% | – |
| 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 |