Spurstone Advisory Services, LLC
- SEC CIK
- 0002056079
- 最新申報
- 2026/8/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 115
- 較 2025 年第 2 季 −24
- 總值
- $697.2 萬
- 較 2025 年第 2 季 +$37.5 萬 (+5.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 5,229 | $133.1 萬 | 19.1% | −322−5.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,575 | $76.6 萬 | 11.0% | +2,051+81.3% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,184 | $50.5 萬 | 7.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 585 | $39.0 萬 | 5.6% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,398 | $38.3 萬 | 5.5% | −282−7.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,020 | $31.4 萬 | 4.5% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,642 | $30.4 萬 | 4.4% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,230 | $25.0 萬 | 3.6% | +1,030+515.0% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 500 | $24.5 萬 | 3.5% | +112+28.9% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,500 | $21.0 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 8,003 | $20.4 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,000 | $18.5 萬 | 2.7% | +1,000 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 596 | $16.6 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 700 | $16.6 萬 | 2.4% | +575+460.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,025 | $13.9 萬 | 2.0% | +1,000+4,000.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 600 | $12.6 萬 | 1.8% | +600 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 426 | $9.35 萬 | 1.3% | −206−32.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,000 | $8.46 萬 | 1.2% | +1,000 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 291 | $8.21 萬 | 1.2% | −259−47.1% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 236 | $7.64 萬 | 1.1% | +36+18.0% | 加碼 | 歷史 |
| WBSWebster Financial Corp | COM | 1,104 | $6.56 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 306 | $5.09 萬 | 0.7% | −255−45.5% | 減碼 | 歷史 |
| SWBISmith & Wesson Brands, Inc. | COM | 4,700 | $4.62 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 246 | $4.59 萬 | 0.7% | −10−3.9% | 減碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 1,975 | $4.35 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 780 | $4.02 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 300 | $4.00 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 1,000 | $3.92 萬 | 0.6% | +1,000 | 新進 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 500 | $3.85 萬 | 0.6% | +500 | 新進 | 歷史 |
| FFord Motor Co | Stock | 3,050 | $3.65 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 369 | $3.46 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 374 | $3.14 萬 | 0.5% | −190−33.7% | 減碼 | 歷史 |
| NENoble Corp plc | ORD SHS A | 1,000 | $2.83 萬 | 0.4% | +600+150.0% | 加碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 1,500 | $2.64 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| QSQuantumScape Corp | COM CL A | 1,950 | $2.40 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 244 | $2.31 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 83 | $2.02 萬 | 0.3% | −397−82.7% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 233 | $1.88 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 15 | $1.80 萬 | 0.3% | +15 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 536 | $1.80 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 40 | $1.78 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 138 | $1.55 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 200 | $1.32 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HHHHoward Hughes Holdings Inc. | COM | 150 | $1.23 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WENWendy's Co | Stock | 1,200 | $1.10 萬 | 0.2% | +600+100.0% | 加碼 | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 1,175 | $1.02 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 100 | $9,797 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 252 | $9,719 | 0.1% | 00.0% | 不變 | – |
| VTRSViatris Inc | Stock | 911 | $9,018 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11 | $8,078 | 0.1% | −69−86.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 10 | $7,725 | 0.1% | +10 | 新進 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 100 | $7,433 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 162 | $7,413 | 0.1% | 00.0% | 不變 | – |
| CRCrane Co | COMMON STOCK | 40 | $7,365 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12 | $7,204 | 0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 161 | $7,075 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 189 | $5,930 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 70 | $5,070 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 46 | $4,898 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 134 | $4,870 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 122 | $4,607 | 0.1% | 00.0% | 不變 | – |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 250 | $4,035 | 0.1% | +250 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6 | $4,015 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 112 | $3,573 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 19 | $3,543 | 0.1% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 20 | $3,346 | <0.1% | +20 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 31 | $3,239 | <0.1% | 00.0% | 不變 | – |
| CARRCarrier Global Corp | Stock | 51 | $3,044 | <0.1% | +51 | 新進 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 96 | $3,026 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34 | $2,968 | <0.1% | 00.0% | 不變 | – |
| ACHRArcher Aviation Inc. | Stock | 300 | $2,874 | <0.1% | +300 | 新進 | 歷史 |
| CXTCrane NXT, Co. | COM | 40 | $2,682 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 73 | $2,515 | <0.1% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 5 | $2,415 | <0.1% | +5 | 新進 | – |
| OTISOtis Worldwide Corp | Stock | 25 | $2,285 | <0.1% | +25 | 新進 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 75 | $2,252 | <0.1% | −45−37.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 40 | $2,213 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 67 | $2,036 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4 | $1,918 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 17 | $1,641 | <0.1% | 00.0% | 不變 | – |
| XERSXeris Biopharma Holdings, Inc. | COM | 200 | $1,628 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 32 | $1,602 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 26 | $1,359 | <0.1% | 00.0% | 不變 | – |
| JBLJabil Inc | Stock | 5 | $1,085 | <0.1% | +5 | 新進 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 40 | $997 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 8 | $956 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 9 | $824 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3 | $725 | <0.1% | −1,129−99.7% | 減碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 14 | $706 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 24 | $703 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 13 | $661 | <0.1% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 13 | $659 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10 | $659 | <0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 15 | $631 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3 | $626 | <0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 6 | $597 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2 | $595 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 11 | $552 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9 | $539 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 12 | $533 | <0.1% | 00.0% | 不變 | – |
2025 年第 2 季之後清倉（38 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 |
|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 270 | $7.44 萬 | 1.1% | 歷史 |
| VVisa Inc. | Stock | 140 | $4.97 萬 | 0.8% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 48 | $4.75 萬 | 0.7% | 歷史 |
| HDHome Depot, Inc. | Stock | 115 | $4.22 萬 | 0.6% | 歷史 |
| NOWServiceNow, Inc. | Stock | 40 | $4.11 萬 | 0.6% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 450 | $4.06 萬 | 0.6% | 歷史 |
| INTUIntuit Inc. | Stock | 45 | $3.54 萬 | 0.5% | 歷史 |
| SPGIS&P Global Inc. | Stock | 64 | $3.37 萬 | 0.5% | 歷史 |
| STESTERIS plc | SHS USD | 120 | $2.88 萬 | 0.4% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 92 | $2.87 萬 | 0.4% | 歷史 |
| ABBVAbbVie Inc. | Stock | 150 | $2.78 萬 | 0.4% | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 600 | $2.59 萬 | 0.4% | – |
| NEENextera Energy Inc | Stock | 325 | $2.26 萬 | 0.3% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 325 | $2.19 萬 | 0.3% | 歷史 |
| ADBEAdobe Inc. | Stock | 55 | $2.13 萬 | 0.3% | 歷史 |
| AMTAmerican Tower Corp | REIT | 95 | $2.10 萬 | 0.3% | 歷史 |
| EQIXEquinix Inc | COM | 25 | $1.99 萬 | 0.3% | 歷史 |
| SNPSSynopsys Inc | COM | 37 | $1.90 萬 | 0.3% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 35 | $1.88 萬 | 0.3% | 歷史 |
| MSCIMSCI Inc. | Stock | 32 | $1.85 萬 | 0.3% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 57 | $1.78 萬 | 0.3% | 歷史 |
| DHRDanaher Corp | Stock | 90 | $1.78 萬 | 0.3% | 歷史 |
| ECLEcolab Inc. | Stock | 65 | $1.75 萬 | 0.3% | 歷史 |
| FTVFortive Corp | Stock | 275 | $1.43 萬 | 0.2% | 歷史 |
| XYLXylem Inc. | COM | 110 | $1.42 萬 | 0.2% | 歷史 |
| SYKStryker Corp | Stock | 35 | $1.38 萬 | 0.2% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 300 | $1.34 萬 | 0.2% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 76 | $1.23 萬 | 0.2% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 75 | $1.18 萬 | 0.2% | 歷史 |
| FISVFiserv Inc | Stock | 60 | $1.03 萬 | 0.2% | 歷史 |
| KOCoca Cola Co | Stock | 103 | $7,287 | 0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 7 | $4,954 | 0.1% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10 | $4,857 | 0.1% | 歷史 |
| EXCExelon Corp | Stock | 100 | $4,342 | 0.1% | 歷史 |
| ETNEaton Corp plc | Stock | 12 | $4,283 | 0.1% | 歷史 |
| GOOGAlphabet Inc. | Stock | 15 | $2,660 | <0.1% | 歷史 |
| APTVAptiv PLC | Stock | 35 | $2,387 | <0.1% | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 11 | $259 | <0.1% | 歷史 |