BostonPremier Wealth LLC
- SEC CIK
- 0002053783
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 79
- 較 2026 年第 1 季 +9
- 總值
- $2.35 億
- 較 2026 年第 1 季 +$4,194 萬 (+21.7%)
| 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 | 174,496 | $6,457 萬 | 27.4% | +4,815+2.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 49,385 | $3,637 萬 | 15.4% | +1,404+2.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 282,564 | $2,179 萬 | 9.3% | +8,769+3.2% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 203,126 | $1,853 萬 | 7.9% | +7,278+3.7% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 153,731 | $1,260 萬 | 5.3% | +7,529+5.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 65,072 | $965.1 萬 | 4.1% | +1,949+3.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 31,066 | $898.9 萬 | 3.8% | −113−0.4% | 減碼 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 96,515 | $735.1 萬 | 3.1% | +395+0.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 27,867 | $557.6 萬 | 2.4% | +2,169+8.4% | 加碼 | 歷史 |
| Etfis Ser Tr I26923G806 | VIRTUS REAVES UT | 57,076 | $466.5 萬 | 2.0% | +2,674+4.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 17,943 | $381.8 萬 | 1.6% | +276+1.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 13,677 | $326.0 萬 | 1.4% | +104+0.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,416 | $297.4 萬 | 1.3% | −27−0.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E401 | NASDAQ 100 EX | 22,739 | $222.0 萬 | 0.9% | +245+1.1% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,761 | $191.1 萬 | 0.8% | +380+5.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,713 | $156.2 萬 | 0.7% | +13+0.4% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 4,018 | $134.5 萬 | 0.6% | +190+5.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,308 | $123.4 萬 | 0.5% | +410+14.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,058 | $119.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,724 | $100.3 萬 | 0.4% | −50−1.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,627 | $99.2 萬 | 0.4% | +257+10.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,241 | $92.9 萬 | 0.4% | 00.0% | 不變 | – |
| NBISNebius Group N.V. | Stock | 3,096 | $85.5 萬 | 0.4% | +451+17.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 17,135 | $82.6 萬 | 0.4% | −1,381−7.5% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 15,704 | $78.2 萬 | 0.3% | −1,441−8.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 958 | $71.5 萬 | 0.3% | +2+0.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,797 | $68.7 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 15,354 | $68.1 萬 | 0.3% | +38+0.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 2,620 | $66.5 萬 | 0.3% | +8+0.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,829 | $65.9 萬 | 0.3% | −322−4.5% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 3,281 | $65.6 萬 | 0.3% | −131−3.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,136 | $64.0 萬 | 0.3% | +61+5.7% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,603 | $61.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,360 | $59.6 萬 | 0.3% | −1,016−18.9% | 減碼 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 7,065 | $58.4 萬 | 0.2% | −328−4.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,456 | $58.1 萬 | 0.2% | +550+28.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,561 | $55.8 萬 | 0.2% | +351+29.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 470 | $54.3 萬 | 0.2% | +470 | 新進 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,413 | $51.7 萬 | 0.2% | +37+2.7% | 加碼 | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 4,589 | $50.9 萬 | 0.2% | −48−1.0% | 減碼 | – |
| STTState Street Corp | COM | 2,966 | $50.3 萬 | 0.2% | +12+0.4% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 6,600 | $49.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,747 | $49.6 萬 | 0.2% | 00.0% | 不變 | – |
| MAINMain Street Capital CORP | CEF | 8,250 | $42.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F136 | FT VEST US EQUIT | 12,508 | $42.0 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,380 | $41.8 萬 | 0.2% | +25+1.8% | 加碼 | – |
| CBChubb Ltd | Stock | 1,223 | $41.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,339 | $39.0 萬 | 0.2% | +420+14.4% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 12,319 | $35.7 萬 | 0.2% | +33+0.3% | 加碼 | – |
| BEBloom Energy Corp | COM CL A | 1,176 | $35.6 萬 | 0.2% | −363−23.6% | 減碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 1,880 | $34.1 萬 | 0.1% | +279+17.4% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 784 | $33.4 萬 | 0.1% | +146+22.9% | 加碼 | – |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 6,561 | $33.1 萬 | 0.1% | −50−0.8% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,213 | $32.4 萬 | 0.1% | −4−0.2% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 267 | $31.4 萬 | 0.1% | +267 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,079 | $30.5 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,893 | $29.8 萬 | 0.1% | −355−5.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 6,478 | $29.0 萬 | 0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 3,915 | $28.2 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,696 | $27.9 萬 | 0.1% | +4+0.2% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,656 | $27.3 萬 | 0.1% | −5−0.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,360 | $27.1 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 5,759 | $24.9 萬 | 0.1% | −250−4.2% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 717 | $24.6 萬 | 0.1% | +717 | 新進 | – |
| RITMRithm Capital Corp. | REIT | 25,550 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 2,840 | $23.8 萬 | 0.1% | +170+6.4% | 加碼 | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 2,223 | $23.3 萬 | 0.1% | +2,223 | 新進 | – |
| VZVerizon Communications Inc | Stock | 5,494 | $23.3 萬 | 0.1% | +38+0.7% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 8,319 | $23.0 萬 | 0.1% | +34+0.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 313 | $22.0 萬 | 0.1% | +313 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 4,919 | $21.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,578 | $20.9 萬 | 0.1% | +1,578 | 新進 | – |
| TAT&T Inc. | Stock | 9,921 | $20.5 萬 | 0.1% | +28+0.3% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 268 | $20.5 萬 | 0.1% | +268 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 407 | $20.4 萬 | 0.1% | −44−9.8% | 減碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 2,273 | $20.2 萬 | 0.1% | +2,273 | 新進 | – |
| MSIFMSC Income Fund, Inc. | COM | 15,033 | $17.4 萬 | 0.1% | +177+1.2% | 加碼 | 歷史 |
| OXSQOxford Square Capital Corp. | COM | 26,026 | $3.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTXRCitius Pharmaceuticals, Inc. | COM | 28,000 | $1.69 萬 | <0.1% | +28,000 | 新進 | 歷史 |