Wise Wealth Partners
- SEC CIK
- 0002056711
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 51
- 較 2025 年第 1 季 +3
- 總值
- $5,987 萬
- 較 2025 年第 1 季 +$1,802 萬 (+43.1%)
| 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 | 219,988 | $1,599 萬 | 26.7% | +150,135+214.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 40,640 | $403.2 萬 | 6.7% | +38,255+1,604.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 10,768 | $328.2 萬 | 5.5% | −4,612−30.0% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 29,947 | $239.9 萬 | 4.0% | +4,735+18.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 44,507 | $228.1 萬 | 3.8% | +44,507 | 新進 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 38,852 | $211.7 萬 | 3.5% | +38,852 | 新進 | – |
| Capital Group Equity ETF Tr14022A102 | US SM MI CA ETF | 59,905 | $161.0 萬 | 2.7% | +59,905 | 新進 | – |
| Etfis Ser Tr I26923G806 | VIRTUS REAVES UT | 20,804 | $157.3 萬 | 2.6% | +20,804 | 新進 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 67,406 | $154.9 萬 | 2.6% | −127,744−65.5% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 6,912 | $151.4 萬 | 2.5% | +6,912 | 新進 | – |
| Ssga Active Tr78470P705 | ST STR NUVEE ETF | 48,426 | $131.1 萬 | 2.2% | +64+0.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,054 | $113.3 萬 | 1.9% | +962+88.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,332 | $97.5 萬 | 1.6% | −11,129−67.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,863 | $90.5 萬 | 1.5% | +800+75.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,534 | $88.1 萬 | 1.5% | +2,311+104.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,418 | $85.6 萬 | 1.4% | +1,099+25.4% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,131 | $85.0 萬 | 1.4% | +1,897+44.8% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,650 | $84.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,523 | $77.3 萬 | 1.3% | +2,166+159.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,658 | $73.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,114 | $73.0 萬 | 1.2% | +2,648+180.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,315 | $70.4 萬 | 1.2% | −110−4.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,415 | $70.0 萬 | 1.2% | +950+64.8% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 21,233 | $69.8 萬 | 1.2% | +90.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,962 | $66.5 萬 | 1.1% | +197+2.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,811 | $64.9 萬 | 1.1% | +912+11.5% | 加碼 | – |
| MMM3M Co | Stock | 3,802 | $57.9 萬 | 1.0% | +1,522+66.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,593 | $56.9 萬 | 0.9% | +30.0% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,170 | $56.7 萬 | 0.9% | +2,686+77.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 717 | $55.9 萬 | 0.9% | +267+59.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,269 | $53.9 萬 | 0.9% | −90−6.6% | 減碼 | – |
| VVisa Inc. | Stock | 1,513 | $53.7 萬 | 0.9% | +647+74.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,378 | $51.3 萬 | 0.9% | +996+72.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 602 | $44.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 789 | $44.3 萬 | 0.7% | +420+113.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,022 | $43.3 萬 | 0.7% | +3,022 | 新進 | 歷史 |
| MSTRStrategy Inc | Stock | 1,069 | $43.2 萬 | 0.7% | −116−9.8% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,121 | $43.1 萬 | 0.7% | +127+3.2% | 加碼 | – |
| HONHoneywell International Inc | COM | 1,848 | $43.0 萬 | 0.7% | +1,848 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 863 | $43.0 萬 | 0.7% | +863 | 新進 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,544 | $42.9 萬 | 0.7% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,414 | $34.3 萬 | 0.6% | +2,414 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 1,598 | $32.8 萬 | 0.5% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 5,796 | $32.3 萬 | 0.5% | +428+8.0% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,938 | $31.2 萬 | 0.5% | +16+0.5% | 加碼 | – |
| BACBank of America Corp | Stock | 5,845 | $27.7 萬 | 0.5% | +5,845 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 739 | $27.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,173 | $27.1 萬 | 0.5% | −303−5.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,122 | $22.9 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 5,267 | $22.1 萬 | 0.4% | 00.0% | 不變 | – |
| TYLTyler Technologies Inc | COM | 367 | $21.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（7 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 110,461 | $248.0 萬 | 5.9% | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 75,376 | $215.4 萬 | 5.1% | – |
| Fidelity High Dividend ETF316092840 | ETF | 42,847 | $212.5 萬 | 5.1% | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 7,568 | $69.3 萬 | 1.7% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 10,029 | $57.8 萬 | 1.4% | – |
| PLTRPalantir Technologies Inc. | Stock | 6,146 | $51.9 萬 | 1.2% | 歷史 |
| TSLATesla, Inc. | Stock | 999 | $25.9 萬 | 0.6% | 歷史 |