LWM Advisors Inc
- SEC CIK
- 0002067328
- 最新申報
- 2026/7/9
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/9 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 37
- 較 2026 年第 1 季 +6
- 總值
- $1.34 億
- 較 2026 年第 1 季 +$1,884 萬 (+16.3%)
| 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 | 127,487 | $3,091 萬 | 23.0% | +2,193+1.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 209,701 | $2,604 萬 | 19.4% | +2,741+1.3% | 加碼依 4 比 1 拆股換算 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 139,800 | $1,452 萬 | 10.8% | −870−0.6% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | – | $1,001 萬 | 7.5% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 23,160 | $912.4 萬 | 6.8% | −100−0.4% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 38,500 | $851.6 萬 | 6.4% | −281−0.7% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 100,573 | $688.0 萬 | 5.1% | −3,297−3.2% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 31,446 | $517.6 萬 | 3.9% | −1,277−3.9% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 31,550 | $461.9 萬 | 3.4% | +551+1.8% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | – | $392.7 萬 | 2.9% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | – | $316.0 萬 | 2.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,362 | $129.1 萬 | 1.0% | +3,707+38.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,948 | $114.2 萬 | 0.9% | +2+0.1% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,352 | $62.0 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,184 | $59.5 萬 | 0.4% | +1,780+32.9% | 加碼 | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 1,434 | $56.0 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 5,927 | $52.1 萬 | 0.4% | −473−7.4% | 減碼依 5 比 1 拆股換算 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 3,180 | $52.0 萬 | 0.4% | −146−4.4% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 2,723 | $42.7 萬 | 0.3% | −30−1.1% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 11,529 | $40.1 萬 | 0.3% | +14+0.1% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,834 | $38.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,224 | $37.5 萬 | 0.3% | +14+1.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,878 | $37.1 萬 | 0.3% | −39−2.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,509 | $36.7 萬 | 0.3% | −38−2.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 476 | $35.1 萬 | 0.3% | −13−2.7% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,950 | $33.1 萬 | 0.2% | −567−12.6% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 3,141 | $32.1 萬 | 0.2% | −447−12.5% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,331 | $31.6 萬 | 0.2% | −459−4.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 851 | $31.1 萬 | 0.2% | −91−9.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,538 | $30.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 571 | $27.3 萬 | 0.2% | +571 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 447 | $26.0 萬 | 0.2% | +447 | 新進 | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 1,100 | $25.4 萬 | 0.2% | +1,100 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,319 | $25.1 萬 | 0.2% | +1,319 | 新進 | – |
| CAHCardinal Health Inc | Stock | 1,028 | $24.4 萬 | 0.2% | +43+4.4% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 361 | $23.1 萬 | 0.2% | +361 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 581 | $20.8 萬 | 0.2% | +581 | 新進 | 歷史 |