AGH Wealth Advisors, LLC
- SEC CIK
- 0002061010
- 最新申報
- 2026/7/22
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/5 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 127
- 較 2025 年第 1 季 +8
- 總值
- $1.21 億
- 較 2025 年第 1 季 +$1,767 萬 (+17.0%)
| 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 | 17,320 | $1,071 萬 | 8.8% | +7,399+74.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 114,297 | $846.0 萬 | 7.0% | +517+0.5% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 118,797 | $636.7 萬 | 5.2% | +5,594+4.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 11,495 | $571.8 萬 | 4.7% | +84+0.7% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 23,888 | $542.8 萬 | 4.5% | +823+3.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 17,256 | $526.0 萬 | 4.3% | +3,153+22.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 31,804 | $502.5 萬 | 4.1% | +986+3.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,468 | $481.5 萬 | 4.0% | −932−3.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 40,468 | $385.9 萬 | 3.2% | −1,047−2.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 13,675 | $300.0 萬 | 2.5% | −693−4.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 46,317 | $287.9 萬 | 2.4% | +380+0.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,551 | $262.1 萬 | 2.2% | −5−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,346 | $257.6 萬 | 2.1% | +266+2.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,521 | $189.1 萬 | 1.6% | −187−2.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,155 | $154.7 萬 | 1.3% | −33−2.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,183 | $154.6 萬 | 1.3% | +36+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,352 | $147.2 萬 | 1.2% | +386+4.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,781 | $134.2 萬 | 1.1% | −159−4.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,194 | $127.6 萬 | 1.1% | +1,258+21.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 12,397 | $125.0 萬 | 1.0% | +342+2.8% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 18,152 | $123.9 萬 | 1.0% | −12,706−41.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,413 | $112.3 萬 | 0.9% | +398+4.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 24,606 | $106.5 萬 | 0.9% | +4,672+23.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 24,127 | $102.9 萬 | 0.8% | +155+0.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,125 | $87.7 萬 | 0.7% | +42+3.9% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,494 | $87.5 萬 | 0.7% | 00.0% | 不變 | – |
| EVRGEvergy, Inc. | Stock | 12,022 | $82.9 萬 | 0.7% | +2,122+21.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,036 | $82.8 萬 | 0.7% | −27−0.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,600 | $82.6 萬 | 0.7% | +231+9.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 17,333 | $82.0 萬 | 0.7% | +4,251+32.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,561 | $69.7 萬 | 0.6% | −92−2.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,582 | $66.9 萬 | 0.6% | −257−5.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,456 | $66.9 萬 | 0.6% | +25+0.3% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,220 | $64.8 萬 | 0.5% | +8+0.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,302 | $61.6 萬 | 0.5% | +25+0.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,450 | $61.6 萬 | 0.5% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,000 | $60.8 萬 | 0.5% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,266 | $60.6 萬 | 0.5% | +350+12.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,573 | $56.2 萬 | 0.5% | +56+3.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,644 | $55.4 萬 | 0.5% | +279+11.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,021 | $54.8 萬 | 0.5% | +723+21.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 18,813 | $54.4 萬 | 0.4% | +199+1.1% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,094 | $53.9 萬 | 0.4% | −54−2.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,442 | $52.9 萬 | 0.4% | +21+1.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 957 | $52.8 萬 | 0.4% | 00.0% | 不變 | – |
| WMBWilliams Companies, Inc. | COM | 8,355 | $52.5 萬 | 0.4% | −668−7.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,661 | $51.8 萬 | 0.4% | −524−24.0% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,816 | $51.3 萬 | 0.4% | −223−7.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,164 | $50.4 萬 | 0.4% | +288+10.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 5,528 | $49.6 萬 | 0.4% | −37−0.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 872 | $49.0 萬 | 0.4% | −3−0.3% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 1,028 | $48.2 萬 | 0.4% | +211+25.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,921 | $48.0 萬 | 0.4% | −35−0.5% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 601 | $47.3 萬 | 0.4% | +51+9.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,514 | $46.0 萬 | 0.4% | +101+4.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,099 | $45.9 萬 | 0.4% | +37+1.8% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,813 | $44.9 萬 | 0.4% | −235−4.7% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,627 | $43.5 萬 | 0.4% | +14+0.9% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,564 | $43.1 萬 | 0.4% | +316+25.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,408 | $42.1 萬 | 0.3% | −106−7.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,911 | $41.7 萬 | 0.3% | −595−17.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 416 | $41.2 萬 | 0.3% | +3+0.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,021 | $40.4 萬 | 0.3% | +22+2.2% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,836 | $40.1 萬 | 0.3% | +31+1.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 737 | $40.0 萬 | 0.3% | +109+17.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,837 | $37.6 萬 | 0.3% | +95+5.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,169 | $37.3 萬 | 0.3% | +58+5.2% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,751 | $37.3 萬 | 0.3% | +90+5.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 705 | $37.2 萬 | 0.3% | −128−15.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,613 | $37.1 萬 | 0.3% | −90−5.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 504 | $36.9 萬 | 0.3% | −15−2.9% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,259 | $34.7 萬 | 0.3% | +9+0.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 852 | $34.5 萬 | 0.3% | −134−13.6% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 331 | $34.4 萬 | 0.3% | +6+1.8% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,860 | $34.1 萬 | 0.3% | +79+2.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,580 | $34.1 萬 | 0.3% | −603−18.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,492 | $33.9 萬 | 0.3% | −49−1.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,655 | $33.5 萬 | 0.3% | +1,140+45.3% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 963 | $33.1 萬 | 0.3% | +31+3.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,579 | $32.8 萬 | 0.3% | −770−32.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,460 | $32.4 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,333 | $31.8 萬 | 0.3% | −39−2.8% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 3,813 | $30.7 萬 | 0.3% | +243+6.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,307 | $28.9 萬 | 0.2% | +1,307 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,284 | $28.4 萬 | 0.2% | −4,693−42.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 12,565 | $28.1 萬 | 0.2% | +12,565 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,742 | $27.7 萬 | 0.2% | −225−11.4% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 527 | $27.0 萬 | 0.2% | +527 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 377 | $26.7 萬 | 0.2% | +5+1.3% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 335 | $26.6 萬 | 0.2% | +4+1.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 941 | $26.5 萬 | 0.2% | +17+1.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 7,381 | $26.3 萬 | 0.2% | −515−6.5% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,505 | $26.0 萬 | 0.2% | +349+11.1% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,418 | $26.0 萬 | 0.2% | +2,418 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 874 | $25.5 萬 | 0.2% | +4+0.5% | 加碼 | 歷史 |
| SRESempra | Stock | 3,337 | $25.3 萬 | 0.2% | −45−1.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 856 | $25.2 萬 | 0.2% | +17+2.0% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,654 | $25.2 萬 | 0.2% | +254+7.5% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 1,442 | $24.9 萬 | 0.2% | +28+2.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,229 | $24.7 萬 | 0.2% | +370+19.9% | 加碼 | 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 |
|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 8,756 | $22.2 萬 | 0.2% | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,966 | $22.0 萬 | 0.2% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 917 | $21.0 萬 | 0.2% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,268 | $20.9 萬 | 0.2% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 406 | $20.8 萬 | 0.2% | 歷史 |
| FFord Motor Co | Stock | 15,014 | $15.1 萬 | 0.1% | 歷史 |
| PSECProspect Capital Corp | COM | 10,000 | $4.10 萬 | <0.1% | 歷史 |