BostonPremier Wealth LLC
- SEC CIK
- 0002053783
- 最新申報
- 2026/7/24
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 69
- 較 2025 年第 3 季 −4
- 總值
- $1.95 億
- 較 2025 年第 3 季 −$619.4 萬 (−3.1%)
| 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 | 166,995 | $5,599 萬 | 28.7% | +4,538+2.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 46,701 | $2,869 萬 | 14.7% | +9,592+25.8% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 270,849 | $1,788 萬 | 9.2% | +15,270+6.0% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 188,881 | $1,431 萬 | 7.3% | +30,741+19.4% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 140,570 | $1,043 萬 | 5.3% | +26,638+23.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 31,392 | $853.4 萬 | 4.4% | −1,944−5.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 61,455 | $738.6 萬 | 3.8% | −11,598−15.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 25,976 | $484.5 萬 | 2.5% | −219−0.8% | 減碼 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 91,998 | $443.2 萬 | 2.3% | −4,434−4.6% | 減碼 | – |
| Etfis Ser Tr I26923G806 | VIRTUS REAVES UT | 51,843 | $409.3 萬 | 2.1% | +5,770+12.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 14,230 | $328.5 萬 | 1.7% | +221+1.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 16,807 | $321.9 萬 | 1.6% | −1,452−8.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 8,186 | $256.9 萬 | 1.3% | +158+2.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E401 | NASDAQ 100 EX | 22,145 | $220.1 萬 | 1.1% | −1,167−5.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,577 | $160.9 萬 | 0.8% | +414+13.1% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,539 | $157.6 萬 | 0.8% | −129−1.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,186 | $154.1 萬 | 0.8% | +152+5.0% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,774 | $110.0 萬 | 0.6% | −434−13.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 20,001 | $100.0 萬 | 0.5% | −95,422−82.7% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 20,863 | $96.1 萬 | 0.5% | −338,730−94.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,240 | $85.0 萬 | 0.4% | −255−17.1% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 2,369 | $82.0 萬 | 0.4% | +19+0.8% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 7,465 | $70.3 萬 | 0.4% | −970−11.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 984 | $65.0 萬 | 0.3% | +311+46.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 948 | $64.7 萬 | 0.3% | −1−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,249 | $63.2 萬 | 0.3% | −981−15.7% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,828 | $62.0 萬 | 0.3% | +766+25.0% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 15,278 | $60.5 萬 | 0.3% | +35+0.2% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 3,696 | $59.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAINMain Street Capital CORP | CEF | 9,550 | $57.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,576 | $53.3 萬 | 0.3% | −910−26.1% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 6,470 | $52.5 萬 | 0.3% | +2,421+59.8% | 加碼 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 7,409 | $51.7 萬 | 0.3% | +209+2.9% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,818 | $50.1 萬 | 0.3% | −45−1.6% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,603 | $47.2 萬 | 0.2% | +279+8.4% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,373 | $47.1 萬 | 0.2% | +69+5.3% | 加碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 3,408 | $46.6 萬 | 0.2% | +3+0.1% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,058 | $44.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 4,637 | $42.3 萬 | 0.2% | −10−0.2% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,906 | $41.9 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F136 | FT VEST US EQUIT | 12,508 | $40.8 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,673 | $40.4 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,222 | $38.3 萬 | 0.2% | +63+5.4% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,223 | $38.2 萬 | 0.2% | −100−7.6% | 減碼 | 歷史 |
| STTState Street Corp | COM | 2,942 | $38.0 萬 | 0.2% | +14+0.5% | 加碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 1,690 | $34.7 萬 | 0.2% | +228+15.6% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,353 | $34.2 萬 | 0.2% | +375+38.3% | 加碼 | – |
| RITMRithm Capital Corp. | REIT | 30,650 | $33.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 12,505 | $32.8 萬 | 0.2% | −175−1.4% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,230 | $30.5 萬 | 0.2% | +2+0.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,070 | $29.7 萬 | 0.2% | +622+43.0% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,814 | $29.4 萬 | 0.2% | −1,040−15.2% | 減碼 | – |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 6,287 | $29.2 萬 | 0.1% | −334−5.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 6,478 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 10,153 | $25.2 萬 | 0.1% | +32+0.3% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,688 | $25.1 萬 | 0.1% | +6+0.4% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 636 | $24.6 萬 | 0.1% | +1+0.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 840 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| BSXBoston Scientific Corp | Stock | 2,528 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,667 | $23.5 萬 | 0.1% | −50−2.9% | 減碼 | – |
| FTNTFortinet, Inc. | Stock | 2,925 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 451 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 5,544 | $22.6 萬 | 0.1% | +5,544 | 新進 | – |
| MOAltria Group, Inc. | Stock | 3,908 | $22.5 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,386 | $21.9 萬 | 0.1% | +44+0.8% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 3,106 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,365 | $20.9 萬 | 0.1% | +105+8.3% | 加碼依 5 比 1 拆股換算 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 4,919 | $20.1 萬 | 0.1% | −1,727−26.0% | 減碼 | – |
| OXSQOxford Square Capital Corp. | COM | 35,226 | $6.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（5 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 7,370 | $38.0 萬 | 0.2% | 歷史 |
| OKLOOklo Inc. | COM CL A | 2,517 | $28.1 萬 | 0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 185 | $22.2 萬 | 0.1% | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 2,479 | $21.5 萬 | 0.1% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 832 | $21.3 萬 | 0.1% | – |