BostonPremier Wealth LLC
- SEC CIK
- 0002053783
- 最新申報
- 2026/7/24
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/28 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 73
- 較 2025 年第 2 季 +10
- 總值
- $2.01 億
- 較 2025 年第 2 季 +$2,104 萬 (+11.7%)
| 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 | 162,457 | $5,331 萬 | 26.5% | +4,224+2.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 37,109 | $2,228 萬 | 11.1% | +802+2.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 255,579 | $1,668 萬 | 8.3% | +6,764+2.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 359,593 | $1,663 萬 | 8.3% | +6,221+1.8% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 158,140 | $1,143 萬 | 5.7% | +5,794+3.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 73,053 | $868.1 萬 | 4.3% | +2,755+3.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,336 | $848.8 萬 | 4.2% | +319+1.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 113,932 | $825.3 萬 | 4.1% | +4,610+4.2% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 115,423 | $574.7 萬 | 2.9% | +80+0.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 26,195 | $488.7 萬 | 2.4% | +2,535+10.7% | 加碼 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 96,432 | $441.5 萬 | 2.2% | +5,869+6.5% | 加碼 | – |
| Etfis Ser Tr I26923G806 | VIRTUS REAVES UT | 46,073 | $384.4 萬 | 1.9% | +46,073 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 18,259 | $346.4 萬 | 1.7% | −20,371−52.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 14,009 | $307.6 萬 | 1.5% | +336+2.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E401 | NASDAQ 100 EX | 23,312 | $230.6 萬 | 1.1% | −457−1.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 8,028 | $195.5 萬 | 1.0% | +254+3.3% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,668 | $160.5 萬 | 0.8% | −627−7.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,034 | $157.2 萬 | 0.8% | +92+3.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,163 | $140.7 萬 | 0.7% | +333+11.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,208 | $114.0 萬 | 0.6% | +112+3.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,495 | $100.1 萬 | 0.5% | +1,495 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 8,435 | $80.3 萬 | 0.4% | +11+0.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 2,350 | $77.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,230 | $70.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,486 | $64.6 萬 | 0.3% | +16+0.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 949 | $63.2 萬 | 0.3% | +17+1.8% | 加碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 9,550 | $60.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,696 | $59.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 15,243 | $58.8 萬 | 0.3% | +42+0.3% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,863 | $52.2 萬 | 0.3% | −29−1.0% | 減碼 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 7,200 | $51.8 萬 | 0.3% | −12,108−62.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 673 | $49.4 萬 | 0.2% | +226+50.6% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,324 | $48.4 萬 | 0.2% | +3,324 | 新進 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,062 | $46.2 萬 | 0.2% | +971+46.4% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,304 | $43.4 萬 | 0.2% | +1,304 | 新進 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 3,405 | $42.6 萬 | 0.2% | +6+0.2% | 加碼 | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 4,647 | $42.6 萬 | 0.2% | −29−0.6% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,906 | $41.1 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F136 | FT VEST US EQUIT | 12,508 | $40.3 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,673 | $39.3 萬 | 0.2% | +2+0.1% | 加碼 | – |
| BACBank of America Corp | Stock | 7,370 | $38.0 萬 | 0.2% | +14+0.2% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,323 | $37.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RITMRithm Capital Corp. | REIT | 30,650 | $34.9 萬 | 0.2% | −5,750−15.8% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,854 | $34.8 萬 | 0.2% | +549+8.7% | 加碼 | – |
| STTState Street Corp | COM | 2,928 | $34.0 萬 | 0.2% | +13+0.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,058 | $33.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 12,680 | $32.6 萬 | 0.2% | +37+0.3% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,228 | $31.7 萬 | 0.2% | +2+0.1% | 加碼 | – |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 6,621 | $30.5 萬 | 0.2% | +29+0.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 4,049 | $29.5 萬 | 0.1% | +264+7.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 10,121 | $28.6 萬 | 0.1% | +34+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,159 | $28.2 萬 | 0.1% | +1,159 | 新進 | 歷史 |
| OKLOOklo Inc. | COM CL A | 2,517 | $28.1 萬 | 0.1% | +2,517 | 新進 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 3,106 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 6,646 | $26.7 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 6,478 | $26.4 萬 | 0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 3,904 | $25.8 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,528 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 840 | $24.7 萬 | 0.1% | +840 | 新進 | – |
| FTNTFortinet, Inc. | Stock | 2,925 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,682 | $24.5 萬 | 0.1% | −46−2.7% | 減碼 | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 1,462 | $24.2 萬 | 0.1% | +1,462 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 978 | $24.2 萬 | 0.1% | +978 | 新進 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 635 | $24.0 萬 | 0.1% | −1,247−66.3% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,717 | $24.0 萬 | 0.1% | +6+0.4% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 5,342 | $23.5 萬 | 0.1% | +5,342 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 252 | $23.2 萬 | 0.1% | −60−19.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 451 | $22.7 萬 | 0.1% | −76−14.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,448 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 185 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 2,479 | $21.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 832 | $21.3 萬 | 0.1% | +832 | 新進 | – |
| OXSQOxford Square Capital Corp. | COM | 35,226 | $5.60 萬 | <0.1% | −26,300−42.7% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435U135 | CYBERSECURITY | 4,370 | $23.3 萬 | 0.1% | – |