Wise Wealth Partners
- SEC CIK
- 0002056711
- 最新申報
- 2026/7/28
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/25 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 48
- 較 2024 年第 4 季 +2
- 總值
- $4,185 萬
- 較 2024 年第 4 季 +$131.7 萬 (+3.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 69,853 | $459.4 萬 | 11.0% | −18,194−20.7% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 195,150 | $448.6 萬 | 10.7% | −100,478−34.0% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 15,380 | $443.1 萬 | 10.6% | +3,923+34.2% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 16,461 | $281.3 萬 | 6.7% | +265+1.6% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 110,461 | $248.0 萬 | 5.9% | +24,269+28.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 75,376 | $215.4 萬 | 5.1% | +75,376 | 新進 | – |
| Fidelity High Dividend ETF316092840 | ETF | 42,847 | $212.5 萬 | 5.1% | −3,904−8.4% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 25,212 | $185.8 萬 | 4.4% | +25,212 | 新進 | – |
| Ssga Active Tr78470P705 | ST STR NUVEE ETF | 48,362 | $132.0 萬 | 3.2% | −162−0.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 7,568 | $69.3 萬 | 1.7% | −3,410−31.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,425 | $66.7 萬 | 1.6% | −50−2.0% | 減碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 21,224 | $64.3 萬 | 1.5% | −123−0.6% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,765 | $58.7 萬 | 1.4% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,650 | $58.2 萬 | 1.4% | +787+91.2% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,899 | $58.0 萬 | 1.4% | −25−0.3% | 減碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 10,029 | $57.8 萬 | 1.4% | +69+0.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,063 | $56.6 萬 | 1.4% | +148+16.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,146 | $51.9 萬 | 1.2% | +3,124+103.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,590 | $51.6 萬 | 1.2% | +10.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,092 | $51.2 萬 | 1.2% | +10+0.9% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,234 | $49.7 萬 | 1.2% | +660+18.5% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,359 | $49.1 萬 | 1.2% | +71+5.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,319 | $46.8 萬 | 1.1% | −16−0.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,658 | $44.5 萬 | 1.1% | +9+0.3% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,994 | $42.1 萬 | 1.0% | −17−0.4% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,223 | $41.8 萬 | 1.0% | +378+20.5% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,544 | $38.7 萬 | 0.9% | +47+0.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 450 | $37.2 萬 | 0.9% | +1+0.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,465 | $35.9 萬 | 0.9% | +7+0.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,597 | $35.5 萬 | 0.8% | +2+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 602 | $34.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MSTRStrategy Inc | Stock | 1,185 | $34.1 萬 | 0.8% | −57−4.6% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,280 | $33.5 萬 | 0.8% | +11+0.5% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,922 | $30.9 萬 | 0.7% | +12+0.4% | 加碼 | – |
| VVisa Inc. | Stock | 866 | $30.4 萬 | 0.7% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 5,368 | $30.2 萬 | 0.7% | +26+0.5% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,484 | $29.6 萬 | 0.7% | −27−0.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,476 | $28.0 萬 | 0.7% | −15−0.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,382 | $27.6 萬 | 0.7% | +3+0.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 739 | $27.1 萬 | 0.6% | +4+0.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 999 | $25.9 萬 | 0.6% | +999 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,357 | $25.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,121 | $25.2 萬 | 0.6% | +19+0.9% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,385 | $23.6 萬 | 0.6% | +2,385 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 1,466 | $22.9 萬 | 0.5% | +2+0.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 5,267 | $22.9 萬 | 0.5% | 00.0% | 不變 | – |
| TYLTyler Technologies Inc | COM | 367 | $21.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 369 | $20.2 萬 | 0.5% | +369 | 新進 | 歷史 |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。