AGH Wealth Advisors, LLC
- SEC CIK
- 0002061010
- 最新申報
- 2026/7/22
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/22 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 129
- 較 2026 年第 1 季 +6
- 總值
- $1.58 億
- 較 2026 年第 1 季 +$2,261 萬 (+16.6%)
| 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 | 21,937 | $1,639 萬 | 10.3% | +594+2.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 177,406 | $949.2 萬 | 6.0% | +11,574+7.0% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 93,519 | $834.3 萬 | 5.3% | +4,404+4.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 24,177 | $699.6 萬 | 4.4% | +2,473+11.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 33,067 | $661.6 萬 | 4.2% | +655+2.0% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,202 | $633.7 萬 | 4.0% | +227+1.3% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 18,418 | $558.5 萬 | 3.5% | +494+2.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 43,165 | $513.8 萬 | 3.2% | +1,479+3.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 54,415 | $412.4 萬 | 2.6% | +1,944+3.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 10,564 | $394.1 萬 | 2.5% | +99+0.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,370 | $354.0 萬 | 2.2% | +51+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,490 | $321.5 萬 | 2.0% | −114−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,541 | $305.2 萬 | 1.9% | +1,075+14.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,709 | $272.4 萬 | 1.7% | +508+7.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 46,963 | $270.9 萬 | 1.7% | +1,811+4.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 27,083 | $261.4 萬 | 1.6% | +953+3.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,219 | $203.6 萬 | 1.3% | +256+4.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,422 | $192.8 萬 | 1.2% | +160+4.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 13,381 | $186.8 萬 | 1.2% | +16+0.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 19,921 | $181.8 萬 | 1.1% | +752+3.9% | 加碼 | – |
| MUMicron Technology Inc | Stock | 1,398 | $161.4 萬 | 1.0% | +210+17.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 12,324 | $157.9 萬 | 1.0% | +570+4.8% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 11,228 | $153.5 萬 | 1.0% | +251+2.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,112 | $152.7 萬 | 1.0% | −291−12.1% | 減碼 | 歷史 |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 49,954 | $151.7 萬 | 1.0% | +2,823+6.0% | 加碼 | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 11,532 | $133.7 萬 | 0.8% | +976+9.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,532 | $126.7 萬 | 0.8% | +21+0.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,872 | $123.7 萬 | 0.8% | +121+2.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,468 | $118.3 萬 | 0.7% | +116+3.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,271 | $112.2 萬 | 0.7% | +284+9.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,815 | $109.3 萬 | 0.7% | +927+3.7% | 加碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 12,579 | $108.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,506 | $105.4 萬 | 0.7% | +356+16.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,809 | $105.1 萬 | 0.7% | +266+17.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 875 | $104.9 萬 | 0.7% | +29+3.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 18,210 | $103.8 萬 | 0.7% | +1,802+11.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,493 | $99.8 萬 | 0.6% | +717+9.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,257 | $91.5 萬 | 0.6% | +860+8.3% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,106 | $89.8 萬 | 0.6% | −130−5.8% | 減碼 | – |
| SLViShares Silver Trust | ETF | 16,685 | $89.2 萬 | 0.6% | +878+5.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 12,054 | $86.1 萬 | 0.5% | −560−4.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,789 | $85.4 萬 | 0.5% | +164+10.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,203 | $80.6 萬 | 0.5% | +313+10.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,080 | $77.4 萬 | 0.5% | −10.0% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,593 | $76.9 萬 | 0.5% | +590+9.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,935 | $72.3 萬 | 0.5% | +80+4.3% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,033 | $72.0 萬 | 0.5% | −2−0.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,800 | $72.0 萬 | 0.5% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| TXNTexas Instruments Inc | Stock | 2,353 | $70.1 萬 | 0.4% | +256+12.2% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,341 | $69.6 萬 | 0.4% | +20+1.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,576 | $67.2 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,808 | $65.8 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 8,325 | $61.9 萬 | 0.4% | +43+0.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 840 | $61.9 萬 | 0.4% | −80−8.7% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,000 | $60.7 萬 | 0.4% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 1,382 | $57.4 萬 | 0.4% | +38+2.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,083 | $55.8 萬 | 0.4% | +173+5.9% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,400 | $54.5 萬 | 0.3% | −11−0.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,671 | $53.8 萬 | 0.3% | +300+8.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,225 | $53.1 萬 | 0.3% | +246+25.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,055 | $52.4 萬 | 0.3% | +9+0.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,019 | $51.3 萬 | 0.3% | +597+24.6% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,534 | $50.6 萬 | 0.3% | −11−0.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 996 | $49.9 萬 | 0.3% | −1−0.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 5,545 | $49.1 萬 | 0.3% | +565+11.3% | 加碼 | – |
| ASMLASML Holding NV | ADR | 245 | $48.7 萬 | 0.3% | +20+8.9% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,846 | $48.1 萬 | 0.3% | +19+0.7% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 351 | $47.7 萬 | 0.3% | +5+1.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,821 | $46.8 萬 | 0.3% | −203−6.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,315 | $46.4 萬 | 0.3% | +34+2.7% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 2,099 | $46.4 萬 | 0.3% | +105+5.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 432 | $46.0 萬 | 0.3% | +64+17.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 4,308 | $44.8 萬 | 0.3% | −1,197−21.7% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,461 | $44.1 萬 | 0.3% | +1,461 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 827 | $42.5 萬 | 0.3% | +94+12.8% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,753 | $41.5 萬 | 0.3% | +497+9.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,912 | $41.4 萬 | 0.3% | −146−7.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,714 | $39.8 萬 | 0.3% | +166+6.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,884 | $39.4 萬 | 0.2% | +150+8.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 17,772 | $36.8 萬 | 0.2% | +517+3.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 363 | $36.7 萬 | 0.2% | +42+13.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,841 | $36.5 萬 | 0.2% | +74+2.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,451 | $35.7 萬 | 0.2% | +24+0.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 378 | $35.4 萬 | 0.2% | +24+6.8% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R866 | PARA EQ PREM ETF | 13,140 | $35.1 萬 | 0.2% | +4,140+46.0% | 加碼 | – |
| AXPAmerican Express Co | Stock | 1,018 | $34.4 萬 | 0.2% | −167−14.1% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 287 | $33.7 萬 | 0.2% | +1+0.3% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 148 | $33.7 萬 | 0.2% | +148 | 新進 | 歷史 |
| SHWSherwin Williams Co | COM | 941 | $32.4 萬 | 0.2% | +16+1.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,719 | $30.6 萬 | 0.2% | +615+5.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,900 | $29.8 萬 | 0.2% | −117−5.8% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 4,762 | $29.4 萬 | 0.2% | −20−0.4% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 1,641 | $28.9 萬 | 0.2% | +1,641 | 新進 | 歷史 |
| METMetlife Inc | Stock | 3,400 | $28.8 萬 | 0.2% | −5−0.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,303 | $28.7 萬 | 0.2% | −11−0.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,856 | $28.1 萬 | 0.2% | +54+3.0% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 289 | $27.9 萬 | 0.2% | +289 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 367 | $27.7 萬 | 0.2% | −23−5.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,353 | $27.7 萬 | 0.2% | +3,353 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 283 | $27.7 萬 | 0.2% | −21−6.9% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（8 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,655 | $30.2 萬 | 0.2% | – |
| HONHoneywell International Inc | COM | 1,301 | $29.4 萬 | 0.2% | 歷史 |
| SYKStryker Corp | Stock | 862 | $28.3 萬 | 0.2% | 歷史 |
| SPGIS&P Global Inc. | Stock | 619 | $26.3 萬 | 0.2% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,317 | $23.8 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 547 | $23.7 萬 | 0.2% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,242 | $21.4 萬 | 0.2% | 歷史 |
| VTRSViatris Inc | Stock | 10,653 | $14.4 萬 | 0.1% | 歷史 |