Stillwater Wealth Management Group
- SEC CIK
- 0002063941
- 最新申報
- 2026/5/11
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/1 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 69
- 較 2024 年第 4 季 +1
- 總值
- $1.15 億
- 較 2024 年第 4 季 +$411.1 萬 (+3.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 25,261 | $561.1 萬 | 4.9% | −1,975−7.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,439 | $419.8 萬 | 3.6% | +177+4.2% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 67,580 | $417.5 萬 | 3.6% | +12,637+23.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,213 | $384.1 萬 | 3.3% | +1,013+16.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,215 | $383.5 萬 | 3.3% | +372+3.8% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 65,047 | $356.2 萬 | 3.1% | +15,015+30.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,942 | $342.0 萬 | 3.0% | +870+6.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,251 | $340.5 萬 | 2.9% | +812+5.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 28,339 | $337.0 萬 | 2.9% | +2,040+7.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 14,374 | $332.8 萬 | 2.9% | +1,319+10.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,296 | $329.1 萬 | 2.8% | +527+3.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 9,185 | $321.9 萬 | 2.8% | +469+5.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,771 | $311.5 萬 | 2.7% | +40+1.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,756 | $304.8 萬 | 2.6% | +632+6.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 34,523 | $303.1 萬 | 2.6% | +1,568+4.8% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 29,532 | $301.8 萬 | 2.6% | +6,212+26.6% | 加碼 | – |
| AMGNAmgen Inc | Stock | 9,646 | $300.5 萬 | 2.6% | +965+11.1% | 加碼 | 歷史 |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 82,005 | $299.5 萬 | 2.6% | +21,091+34.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,058 | $284.1 萬 | 2.5% | −684−10.1% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 16,784 | $281.0 萬 | 2.4% | −373−2.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,632 | $279.7 萬 | 2.4% | +919+13.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 55,030 | $278.0 萬 | 2.4% | +9,436+20.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 16,007 | $272.8 萬 | 2.4% | +2,846+21.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,870 | $262.2 萬 | 2.3% | +589+11.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 6,817 | $253.8 萬 | 2.2% | +298+4.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,066 | $250.0 萬 | 2.2% | +235+1.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 15,038 | $234.9 萬 | 2.0% | +375+2.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 30,630 | $219.4 萬 | 1.9% | +3,716+13.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 17,823 | $217.1 萬 | 1.9% | +1,585+9.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 6,614 | $199.7 萬 | 1.7% | +2,483+60.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,792 | $198.6 萬 | 1.7% | −460−10.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 13,561 | $189.6 萬 | 1.6% | +841+6.6% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 36,606 | $189.5 萬 | 1.6% | +5,375+17.2% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 14,699 | $131.8 萬 | 1.1% | +9,295+172.0% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 5,850 | $82.2 萬 | 0.7% | −1,072−15.5% | 減碼 | – |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 13,217 | $75.0 萬 | 0.6% | −5,206−28.3% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 11,144 | $66.9 萬 | 0.6% | +2,389+27.3% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,343 | $63.5 萬 | 0.5% | +2,343 | 新進 | – |
| ABTAbbott Laboratories | Stock | 4,542 | $60.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,555 | $59.5 萬 | 0.5% | +652+22.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,120 | $57.3 萬 | 0.5% | −7−0.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 960 | $55.3 萬 | 0.5% | −116−10.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,543 | $54.8 萬 | 0.5% | −76−2.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,090 | $52.0 萬 | 0.5% | −25−1.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,240 | $48.6 萬 | 0.4% | −500−13.4% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 5,435 | $47.8 萬 | 0.4% | +40+0.7% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 857 | $46.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 16,738 | $46.8 萬 | 0.4% | +5,408+47.7% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,478 | $44.9 萬 | 0.4% | +3,478 | 新進 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 23,490 | $43.7 萬 | 0.4% | −1,925−7.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,352 | $42.4 萬 | 0.4% | +1,513+19.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,324 | $38.5 萬 | 0.3% | −202−8.0% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 7,365 | $38.3 萬 | 0.3% | +7,365 | 新進 | – |
| Vanguard Financials ETF92204A405 | ETF | 3,175 | $37.9 萬 | 0.3% | −124−3.8% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,837 | $35.5 萬 | 0.3% | −34−1.8% | 減碼 | – |
| TAT&T Inc. | Stock | 12,226 | $34.6 萬 | 0.3% | +1,143+10.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,762 | $33.8 萬 | 0.3% | −23,198−83.0% | 減碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 13,000 | $31.3 萬 | 0.3% | −1,800−12.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,092 | $25.8 萬 | 0.2% | −4,025−78.7% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,300 | $25.7 萬 | 0.2% | −205−13.6% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 1,700 | $25.2 萬 | 0.2% | −124−6.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,269 | $24.6 萬 | 0.2% | +214+20.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 473 | $24.3 萬 | 0.2% | +15+3.3% | 加碼 | – |
| MPLXMPLX LP | COM UNIT REP LTD | 4,500 | $24.1 萬 | 0.2% | +4,500 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 436 | $23.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 900 | $23.8 萬 | 0.2% | −262−22.5% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,650 | $21.6 萬 | 0.2% | −142−7.9% | 減碼 | – |
| RTXRTX Corp | Stock | 1,629 | $21.6 萬 | 0.2% | +1,629 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,404 | $21.6 萬 | 0.2% | −25−1.0% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（4 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。