MPWM Advisory Solutions, LLC
- SEC CIK
- 0002056693
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/18 申報。只含多頭部位。
- 持股檔數
- 736
- 2024 年第 3 季沒有申報
- 總值
- $1.37 億
- 2024 年第 3 季沒有申報
MPWM Advisory Solutions, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 53,423 | $3,131 萬 | 22.9% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 163,970 | $1,171 萬 | 8.6% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 234,862 | $615.1 萬 | 4.5% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 25,978 | $546.7 萬 | 4.0% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,784 | $500.2 萬 | 3.7% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 29,998 | $395.3 萬 | 2.9% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 16,861 | $372.6 萬 | 2.7% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 56,212 | $358.4 萬 | 2.6% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 59,875 | $315.2 萬 | 2.3% | – | – | – |
| VanEck ETF Trust92189H748 | CLO ETF | 58,175 | $307.0 萬 | 2.2% | – | – | – |
| Victory Portfolios II92647N865 | VCSHS US LRG CAP | 46,915 | $306.5 萬 | 2.2% | – | – | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 86,274 | $281.7 萬 | 2.1% | – | – | – |
| AAPLApple Inc. | Stock | 10,910 | $273.2 萬 | 2.0% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 76,084 | $239.1 萬 | 1.7% | – | – | – |
| iShares Tr46434V860 | TRS FLT RT BD | 47,212 | $238.3 萬 | 1.7% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 39,667 | $202.9 萬 | 1.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 14,812 | $198.9 萬 | 1.5% | – | – | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 50,406 | $180.7 萬 | 1.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 64,954 | $160.1 萬 | 1.2% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 17,162 | $159.1 萬 | 1.2% | – | – | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 25,825 | $128.8 萬 | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,790 | $105.1 萬 | 0.8% | – | – | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,761 | $101.3 萬 | 0.7% | – | – | – |
| MUABlackRock Muniassets Fund, Inc. | COM | 90,877 | $100.3 萬 | 0.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,053 | $86.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,206 | $84.7 萬 | 0.6% | – | – | – |
| VVisa Inc. | Stock | 2,455 | $77.6 萬 | 0.6% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,198 | $75.5 萬 | 0.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,225 | $71.7 萬 | 0.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 19,658 | $69.7 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 15,360 | $69.0 萬 | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,602 | $68.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,192 | $64.2 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,444 | $58.7 萬 | 0.4% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,648 | $56.7 萬 | 0.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 16,163 | $55.9 萬 | 0.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 10,221 | $51.5 萬 | 0.4% | – | – | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 29,243 | $50.4 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 3,346 | $48.4 萬 | 0.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 11,703 | $47.9 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,437 | $46.1 萬 | 0.3% | – | – | 歷史 |
| Victory Portfolios II92647N766 | VCSHS US 500 VOL | 5,239 | $44.5 萬 | 0.3% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 6,634 | $43.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,418 | $41.1 萬 | 0.3% | – | – | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 3,945 | $39.3 萬 | 0.3% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 7,937 | $38.2 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 12,243 | $37.3 萬 | 0.3% | – | – | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 7,512 | $37.2 萬 | 0.3% | – | – | – |
| ONONOn Holding AG | Stock | 6,536 | $35.8 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,107 | $35.7 萬 | 0.3% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 4,505 | $33.8 萬 | 0.2% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,360 | $31.6 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,903 | $30.6 萬 | 0.2% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 12,018 | $29.9 萬 | 0.2% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 11,571 | $29.7 萬 | 0.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,969 | $29.7 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,222 | $29.6 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 641 | $29.1 萬 | 0.2% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 4,828 | $28.6 萬 | 0.2% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,100 | $27.6 萬 | 0.2% | – | – | – |
| Pgim ETF Tr69344A834 | AAA CLO ETF | 5,352 | $27.4 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 988 | $26.6 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 656 | $26.4 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,175 | $25.8 萬 | 0.2% | – | – | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 2,612 | $25.4 萬 | 0.2% | – | – | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 9,697 | $25.1 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 3,380 | $24.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,845 | $23.5 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,507 | $21.6 萬 | 0.2% | – | – | – |
| ANETArista Networks, Inc. | Stock | 1,944 | $21.5 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,481 | $21.5 萬 | 0.2% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 3,397 | $20.6 萬 | 0.2% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 7,850 | $19.6 萬 | 0.1% | – | – | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 4,123 | $18.9 萬 | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 244 | $18.8 萬 | 0.1% | – | – | 歷史 |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 7,149 | $18.4 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 1,979 | $17.9 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 5,175 | $17.6 萬 | 0.1% | – | – | – |
| VKTXViking Therapeutics, Inc. | COM | 4,217 | $17.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 1,939 | $16.9 萬 | 0.1% | – | – | – |
| DLYDoubleLine Yield Opportunities Fund | COM | 10,621 | $16.8 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 5,821 | $15.4 萬 | 0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,520 | $14.7 萬 | 0.1% | – | – | – |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 14,522 | $14.6 萬 | 0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 2,717 | $14.5 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 241 | $14.2 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 1,401 | $13.8 萬 | 0.1% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 1,140 | $13.5 萬 | 0.1% | – | – | – |
| FHNFirst Horizon Corp | COM | 6,465 | $13.0 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 719 | $12.6 萬 | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 2,469 | $11.9 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 128 | $11.7 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 4,435 | $11.5 萬 | 0.1% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 3,000 | $11.1 萬 | 0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,092 | $11.1 萬 | 0.1% | – | – | – |
| CDNSCadence Design Systems Inc | Stock | 363 | $10.9 萬 | 0.1% | – | – | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 7,000 | $10.7 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,518 | $10.7 萬 | 0.1% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 248 | $10.6 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 1,684 | $10.2 萬 | 0.1% | – | – | – |