BostonPremier Wealth LLC
- SEC CIK
- 0002053783
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 63
- 較 2025 年第 1 季 +5
- 總值
- $1.80 億
- 較 2025 年第 1 季 +$1,921 萬 (+11.9%)
| 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 | 158,233 | $4,809 萬 | 26.7% | +2,747+1.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 36,307 | $2,003 萬 | 11.1% | +553+1.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 353,372 | $1,580 萬 | 8.8% | +9,603+2.8% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 248,815 | $1,543 萬 | 8.6% | +6,674+2.8% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 152,346 | $1,039 萬 | 5.8% | +3,355+2.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 70,298 | $768.3 萬 | 4.3% | +815+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 109,322 | $732.7 萬 | 4.1% | −750−0.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 38,630 | $702.1 萬 | 3.9% | −47−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 33,017 | $677.4 萬 | 3.8% | +5,423+19.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 115,343 | $568.2 萬 | 3.2% | +2,197+1.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 23,660 | $373.8 萬 | 2.1% | +6,850+40.7% | 加碼 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 90,563 | $371.3 萬 | 2.1% | +90,563 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 13,673 | $300.0 萬 | 1.7% | +4,047+42.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E401 | NASDAQ 100 EX | 23,769 | $234.8 萬 | 1.3% | −168−0.7% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 8,295 | $159.9 萬 | 0.9% | −256−3.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,942 | $146.3 萬 | 0.8% | +539+22.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,774 | $137.9 萬 | 0.8% | +701+9.9% | 加碼 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 19,308 | $126.0 萬 | 0.7% | +109+0.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,096 | $94.4 萬 | 0.5% | −184−5.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,830 | $89.9 萬 | 0.5% | +743+35.6% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 8,424 | $79.1 萬 | 0.4% | −259−3.0% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 3,696 | $67.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,230 | $67.2 萬 | 0.4% | −13,809−68.9% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,882 | $66.0 萬 | 0.4% | +5+0.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 2,350 | $64.8 萬 | 0.4% | +2,350 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 932 | $57.6 萬 | 0.3% | +28+3.1% | 加碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 9,550 | $56.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 15,201 | $54.5 萬 | 0.3% | +46+0.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,470 | $53.0 萬 | 0.3% | +17+0.5% | 加碼 | 歷史 |
| RITMRithm Capital Corp. | REIT | 36,400 | $41.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,892 | $39.4 萬 | 0.2% | −271−8.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F136 | FT VEST US EQUIT | 12,508 | $39.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,906 | $39.0 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 4,676 | $38.6 萬 | 0.2% | +10.0% | 加碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 3,399 | $38.5 萬 | 0.2% | −196−5.5% | 減碼 | – |
| CBChubb Ltd | Stock | 1,323 | $38.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,671 | $35.2 萬 | 0.2% | +1+0.1% | 加碼 | – |
| BACBank of America Corp | Stock | 7,356 | $34.8 萬 | 0.2% | +14+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 447 | $33.0 萬 | 0.2% | +12+2.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 312 | $32.1 萬 | 0.2% | −99−24.1% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,305 | $32.0 萬 | 0.2% | +49+0.8% | 加碼 | – |
| STTState Street Corp | COM | 2,915 | $31.0 萬 | 0.2% | +18+0.6% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,925 | $30.9 萬 | 0.2% | +2,925 | 新進 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,226 | $30.9 萬 | 0.2% | +2+0.1% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 12,643 | $30.1 萬 | 0.2% | −374−2.9% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,058 | $29.2 萬 | 0.2% | +2,058 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 10,087 | $29.2 萬 | 0.2% | +29+0.3% | 加碼 | 歷史 |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 6,592 | $28.9 萬 | 0.2% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| BSXBoston Scientific Corp | Stock | 2,528 | $27.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,091 | $26.8 萬 | 0.1% | +2,091 | 新進 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 3,106 | $26.3 萬 | 0.1% | −59−1.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 6,646 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 6,478 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 527 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 185 | $24.8 萬 | 0.1% | +185 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,785 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,728 | $23.3 萬 | 0.1% | +5+0.3% | 加碼 | – |
| iShares Tr46435U135 | CYBERSECURITY | 4,370 | $23.3 萬 | 0.1% | −66,829−93.9% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,448 | $23.1 萬 | 0.1% | +1,448 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,901 | $22.9 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,711 | $22.6 萬 | 0.1% | +6+0.4% | 加碼 | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 2,479 | $21.4 萬 | 0.1% | +2,479 | 新進 | – |
| OXSQOxford Square Capital Corp. | COM | 61,526 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。