LWM Advisors Inc
- SEC CIK
- 0002067328
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 29
- 較 2025 年第 1 季 +1
- 總值
- $1.04 億
- 較 2025 年第 1 季 +$669.8 萬 (+6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Value ETF464287598 | ETF | 114,359 | $2,221 萬 | 21.4% | −422−0.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 51,404 | $2,183 萬 | 21.0% | −607−1.2% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 143,148 | $1,280 萬 | 12.3% | +498+0.3% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | – | $846.0 萬 | 8.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 21,860 | $624.9 萬 | 6.0% | −290−1.3% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 36,227 | $571.5 萬 | 5.5% | −382−1.0% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 108,110 | $521.5 萬 | 5.0% | +110.0% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 32,272 | $447.5 萬 | 4.3% | −76−0.2% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 32,126 | $424.5 萬 | 4.1% | −110.0% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | – | $350.6 萬 | 3.4% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | – | $269.4 萬 | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 5,195 | $106.6 萬 | 1.0% | −8−0.2% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,425 | $51.4 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,284 | $47.0 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 3,306 | $43.4 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 2,753 | $35.4 萬 | 0.3% | 00.0% | 不變 | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 1,434 | $34.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,184 | $33.7 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 12,017 | $33.3 萬 | 0.3% | +7+0.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,896 | $31.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,523 | $30.4 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 10,363 | $30.3 萬 | 0.3% | +10.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,545 | $30.1 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 515 | $28.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,490 | $26.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 942 | $26.1 萬 | 0.3% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 1,543 | $24.4 萬 | 0.2% | +1,543 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 402 | $22.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 3,588 | $22.7 萬 | 0.2% | 00.0% | 不變 | – |