Stillwater Wealth Management Group
- SEC CIK
- 0002063941
- 最新申報
- 2026/5/11
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/12/2 申報。只含多頭部位。
- 持股檔數
- 76
- 2025 年第 2 季沒有申報
- 總值
- $1.43 億
- 2025 年第 2 季沒有申報
Stillwater Wealth Management Group 沒有申報 2025 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 26,368 | $671.4 萬 | 4.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 17,587 | $580.2 萬 | 4.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,617 | $549.9 萬 | 3.8% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,531 | $512.2 萬 | 3.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 26,906 | $502.0 萬 | 3.5% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 24,983 | $485.9 萬 | 3.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 70,946 | $483.0 萬 | 3.4% | – | – | – |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 114,850 | $481.2 萬 | 3.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 15,025 | $473.9 萬 | 3.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,057 | $468.1 萬 | 3.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,552 | $429.6 萬 | 3.0% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 14,303 | $402.2 萬 | 2.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,101 | $397.4 萬 | 2.8% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 16,232 | $395.3 萬 | 2.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 5,148 | $392.8 萬 | 2.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 36,598 | $377.2 萬 | 2.6% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 16,725 | $369.3 萬 | 2.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 8,643 | $350.2 萬 | 2.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 10,156 | $346.7 萬 | 2.4% | – | – | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 76,895 | $342.7 萬 | 2.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 10,988 | $333.9 萬 | 2.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 22,385 | $323.6 萬 | 2.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 8,007 | $296.0 萬 | 2.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 25,459 | $287.0 萬 | 2.0% | – | – | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 45,776 | $263.3 萬 | 1.8% | – | – | – |
| LMTLockheed Martin Corp | Stock | 5,019 | $250.6 萬 | 1.8% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 33,238 | $220.4 萬 | 1.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,315 | $216.9 萬 | 1.5% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 7,212 | $203.5 萬 | 1.4% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 29,972 | $172.3 萬 | 1.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,751 | $168.5 萬 | 1.2% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 17,150 | $160.6 萬 | 1.1% | – | – | – |
| CBChubb Ltd | Stock | 5,652 | $159.5 萬 | 1.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 23,065 | $152.4 萬 | 1.1% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 12,745 | $131.4 萬 | 0.9% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 24,925 | $122.9 萬 | 0.9% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 5,860 | $114.8 萬 | 0.8% | – | – | – |
| VZVerizon Communications Inc | Stock | 21,830 | $95.9 萬 | 0.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,693 | $89.8 萬 | 0.6% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,456 | $81.8 萬 | 0.6% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 860 | $68.5 萬 | 0.5% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,120 | $68.2 萬 | 0.5% | – | – | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 14,170 | $66.5 萬 | 0.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 905 | $66.5 萬 | 0.5% | – | – | 歷史 |
| ProShares Tr74347G242 | S&P 500 HIGH ETF | 14,470 | $65.3 萬 | 0.5% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,486 | $60.1 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,285 | $59.8 萬 | 0.4% | – | – | – |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 8,747 | $59.6 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 875 | $58.3 萬 | 0.4% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A689 | QQQ INC ADV ETF | 10,750 | $56.6 萬 | 0.4% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,941 | $48.0 萬 | 0.3% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 3,175 | $41.7 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 820 | $39.1 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,024 | $37.5 萬 | 0.3% | – | – | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 8,740 | $36.9 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,255 | $35.0 萬 | 0.2% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 11,600 | $34.4 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 13,225 | $33.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,700 | $31.9 萬 | 0.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,247 | $31.7 萬 | 0.2% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 18,300 | $31.4 萬 | 0.2% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,300 | $31.2 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,190 | $30.8 萬 | 0.2% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 14,975 | $30.6 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,989 | $30.6 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,076 | $30.4 萬 | 0.2% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,495 | $28.7 萬 | 0.2% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 1,471 | $27.6 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 1,629 | $27.3 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 436 | $24.8 萬 | 0.2% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,485 | $24.6 萬 | 0.2% | – | – | – |
| MPLXMPLX LP | COM UNIT REP LTD | 4,900 | $24.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,129 | $24.4 萬 | 0.2% | – | – | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 6,138 | $22.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 463 | $22.2 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,770 | $21.5 萬 | 0.2% | – | – | – |