Wealth Science Advisors LLC
- SEC CIK
- 0002083087
- 最新申報
- 2026/7/8
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 203
- 較 2025 年第 4 季 +132
- 總值
- $1.78 億
- 較 2025 年第 4 季 +$435.3 萬 (+2.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 667,396 | $2,968 萬 | 16.7% | 00.0% | 不變 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 647,122 | $2,824 萬 | 15.9% | 00.0% | 不變 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 636,392 | $2,205 萬 | 12.4% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 29,084 | $1,983 萬 | 11.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 31,925 | $926.5 萬 | 5.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,270 | $445.5 萬 | 2.5% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 12,523 | $433.4 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 22,349 | $416.8 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,367 | $387.1 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 16,400 | $355.8 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 11,021 | $299.6 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,321 | $284.4 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| Capital Group Equity ETF Tr14022A102 | US SM MI CA ETF | 93,269 | $269.0 萬 | 1.5% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 2,341 | $251.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 86,043 | $223.8 萬 | 1.3% | 00.0% | 不變 | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 38,782 | $219.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 5,418 | $166.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 53,223 | $157.3 萬 | 0.9% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 7,845 | $143.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,491 | $120.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,503 | $106.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,112 | $100.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 23,018 | $92.6 萬 | 0.5% | 00.0% | 不變 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,036 | $92.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,927 | $91.2 萬 | 0.5% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 4,545 | $80.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,822 | $72.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,197 | $67.2 萬 | 0.4% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,301 | $65.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,697 | $61.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 2,015 | $57.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,591 | $53.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 1,360 | $52.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 2,230 | $50.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 20,325 | $50.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,577 | $49.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 718 | $49.2 萬 | 0.3% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 5,179 | $48.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 3,558 | $48.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 788 | $45.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 9,015 | $44.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,192 | $44.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,182 | $39.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,603 | $38.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EXEExpand Energy Corp | COM | 3,489 | $38.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVECenovus Energy Inc. | COM | 21,962 | $37.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 1,969 | $36.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,390 | $36.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,073 | $36.0 萬 | 0.2% | 00.0% | 不變 | – |
| BKRBaker Hughes Co | CL A | 7,663 | $34.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,826 | $34.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,578 | $34.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,326 | $31.9 萬 | 0.2% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 2,953 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,218 | $27.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,933 | $27.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 1,698 | $27.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 7,843 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 556 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 882 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,897 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 4,747 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 3,937 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 3,081 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 1,162 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,554 | $21.9 萬 | 0.1% | 00.0% | 不變 | – |
| TRPTC Energy Corp | COM | 3,955 | $21.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 261 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 2,462 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 3,094 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PCGPG&E Corp | Stock | 12,557 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HALHalliburton Co | Stock | 6,727 | $19.0 萬 | 0.1% | +6,727 | 新進 | 歷史 |
| IRIngersoll Rand Inc. | COM | 2,291 | $18.1 萬 | 0.1% | +2,291 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 4,900 | $18.1 萬 | 0.1% | +4,900 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,370 | $17.2 萬 | 0.1% | +1,370 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,046 | $16.4 萬 | 0.1% | +3,046 | 新進 | – |
| MAMastercard Inc | Stock | 280 | $16.0 萬 | 0.1% | +280 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 396 | $15.7 萬 | 0.1% | +396 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 396 | $14.0 萬 | 0.1% | +396 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 1,230 | $13.7 萬 | 0.1% | +1,230 | 新進 | 歷史 |
| CLXClorox Co | Stock | 1,248 | $12.6 萬 | 0.1% | +1,248 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 188 | $12.4 萬 | 0.1% | +188 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 626 | $12.2 萬 | 0.1% | +626 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 663 | $11.8 萬 | 0.1% | +663 | 新進 | – |
| MOAltria Group, Inc. | Stock | 1,949 | $11.2 萬 | 0.1% | +1,949 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 112 | $9.66 萬 | 0.1% | +112 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 1,623 | $8.93 萬 | 0.1% | +1,623 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 182 | $8.50 萬 | <0.1% | +182 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 638 | $8.36 萬 | <0.1% | +638 | 新進 | 歷史 |
| CTASCintas Corp | Stock | 440 | $8.28 萬 | <0.1% | +440 | 新進 | 歷史 |
| PWRQuanta Services, Inc. | COM | 190 | $8.02 萬 | <0.1% | +190 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 256 | $7.82 萬 | <0.1% | +256 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 320 | $6.50 萬 | <0.1% | +320 | 新進 | 歷史 |
| UBERUber Technologies, Inc | Stock | 762 | $6.23 萬 | <0.1% | +762 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 377 | $6.05 萬 | <0.1% | +377 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 164 | $5.64 萬 | <0.1% | +164 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 360 | $5.53 萬 | <0.1% | +360 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 250 | $5.43 萬 | <0.1% | +250 | 新進 | 歷史 |
| ETREntergy Corp | COM | 580 | $5.36 萬 | <0.1% | +580 | 新進 | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 2,850 | $4.98 萬 | <0.1% | +2,850 | 新進 | 歷史 |