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Livermore
Livermore
中文EN

Wealth Science Advisors LLC

SEC CIK
0002083087
最新申報
2026/7/8

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/8 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
97
較 2026 年第 1 季 −106
總值
$2.25 億
較 2026 年第 1 季 +$4,725 萬 (+26.6%)
申報日
2026/7/8
SEC
Wealth Science Advisors LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Capital Group Growth ETF14020G101SHS CREAT UNIT715,819$3,379 萬15.0%+48,423+7.3%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT684,713$3,374 萬15.0%+37,591+5.8%加碼–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT669,120$2,832 萬12.6%+32,728+5.1%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF123,665$996.4 萬4.4%−4,035−3.2%減碼依 4 比 1 拆股換算–
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION352,270$906.4 萬4.0%+266,227+309.4%加碼–
NVDANVIDIA CorpStock29,100$582.3 萬2.6%+6,751+30.2%加碼歷史
AVGOBroadcom Inc.Stock14,871$561.8 萬2.5%+2,348+18.7%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF17,174$520.6 萬2.3%−96−0.6%減碼–
GOOGLAlphabet Inc.Stock13,047$466.3 萬2.1%+680+5.5%加碼歷史
Capital Grp Fixed Incm ETF T14020Y888ULTRA SHORT ETF181,463$458.7 萬2.0%+181,463新進–
MSFTMicrosoft CorpStock12,088$450.9 萬2.0%+9,597+385.3%加碼歷史
Capital Group Equity ETF Tr14022A102US SM MI CA ETF130,103$428.9 萬1.9%+36,834+39.5%加碼–
AMZNAmazon Com IncStock17,319$412.8 萬1.8%+4,998+40.6%加碼歷史
AAPLApple Inc.Stock11,510$333.1 萬1.5%+489+4.4%加碼歷史
METAMeta Platforms, Inc.Stock5,405$304.5 萬1.4%+5,217+2,775.0%加碼歷史
EFXEquifax IncCOM16,396$260.2 萬1.2%−40.0%減碼歷史
LLYEli Lilly & CoStock2,164$259.6 萬1.2%−177−7.6%減碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR41,968$259.2 萬1.2%+3,186+8.2%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,845$231.4 萬1.0%+1,342+38.3%加碼歷史
GEGeneral Electric CoStock5,661$211.6 萬0.9%+243+4.5%加碼歷史
INTCIntel CorpStock13,695$191.2 萬0.8%+8,795+179.5%加碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT53,034$183.6 萬0.8%−189−0.4%減碼–
PMPhilip Morris International Inc.Stock9,347$169.1 萬0.8%+8,970+2,379.3%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM5,182$164.5 萬0.7%+4,300+487.5%加碼歷史
UBERUber Technologies, IncStock22,308$161.0 萬0.7%+21,546+2,827.6%加碼歷史
AMATApplied Materials IncStock2,049$148.1 萬0.7%−773−27.4%減碼歷史
VRTXVertex Pharmaceuticals IncStock2,730$135.6 萬0.6%+694+34.1%加碼歷史
RTXRTX CorpStock6,780$128.6 萬0.6%−1,065−13.6%減碼歷史
SBUXStarbucks CorpStock12,104$123.7 萬0.5%+9,207+317.8%加碼歷史
JPMJPMorgan Chase & CoStock3,681$120.5 萬0.5%+569+18.3%加碼歷史
LINLinde PLCStock2,287$118.7 萬0.5%+2,195+2,385.9%加碼歷史
MSMorgan StanleyStock5,563$116.3 萬0.5%+1,018+22.4%加碼歷史
MUMicron Technology IncStock956$110.4 萬0.5%−1,059−52.6%減碼歷史
CARRCarrier Global CorpStock14,738$108.1 萬0.5%+14,098+2,202.8%加碼歷史
URIUnited Rentals, Inc.COM929$105.2 萬0.5%+668+255.9%加碼歷史
MACMacerich CoCOM41,731$105.1 萬0.5%+41,731新進歷史
MAMastercard IncStock1,995$102.5 萬0.5%+1,715+612.5%加碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT23,018$102.4 萬0.5%00.0%不變–
WFCWells Fargo & CompanyStock11,993$99.1 萬0.4%+6,814+131.6%加碼歷史
CSCOCisco Systems, Inc.Stock8,360$98.2 萬0.4%+8,118+3,354.5%加碼歷史
HDHome Depot, Inc.Stock2,759$97.3 萬0.4%+2,595+1,582.3%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF7,704$95.7 萬0.4%00.0%不變依 4 比 1 拆股換算–
UNHUnitedHealth Group IncStock1,957$81.3 萬0.4%+775+65.6%加碼歷史
ABBVAbbVie Inc.Stock3,220$81.0 萬0.4%+523+19.4%加碼歷史
TAT&T Inc.Stock38,841$80.4 萬0.4%+18,516+91.1%加碼歷史
iShares Russell 1000 Value ETF464287598ETF3,191$77.4 萬0.3%−6−0.2%減碼–
ABTAbbott LaboratoriesStock8,345$75.7 萬0.3%+6,975+509.1%加碼歷史
APHAmphenol CorpCL A4,116$72.6 萬0.3%+558+15.7%加碼歷史
ORCLOracle CorpStock4,868$71.3 萬0.3%+4,242+677.6%加碼歷史
CNQCanadian Natural Resources LtdCOM18,028$71.2 萬0.3%+10,185+129.9%加碼歷史
GDGeneral Dynamics CorpStock1,929$68.3 萬0.3%+338+21.2%加碼歷史
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF25,466$67.2 萬0.3%+25,466新進–
NFLXNetflix IncStock9,359$66.8 萬0.3%+8,906+1,966.0%加碼歷史
GLWCorning IncCOM2,566$65.5 萬0.3%+2,566新進歷史
BRK.BBerkshire Hathaway IncStock1,301$65.1 萬0.3%00.0%不變歷史
TTTrane Technologies plcSHS1,310$64.3 萬0.3%−50−3.7%減碼歷史
TMOThermo Fisher Scientific Inc.Stock1,209$60.6 萬0.3%+421+53.4%加碼歷史
DDominion Energy, IncStock8,458$57.8 萬0.3%+8,458新進歷史
NSCNorfolk Southern CorpStock1,800$56.6 萬0.3%+1,800新進歷史
PGRProgressive CorpStock2,560$55.9 萬0.2%+330+14.8%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,886$55.3 萬0.2%+1,779+1,662.6%加碼歷史
CMCSAComcast CorpStock21,624$53.1 萬0.2%+21,324+7,108.0%加碼歷史
WELLWelltower Inc.REIT2,316$52.6 萬0.2%+347+17.6%加碼歷史
MOAltria Group, Inc.Stock7,012$50.5 萬0.2%+5,063+259.8%加碼歷史
CBChubb LtdStock1,468$50.0 萬0.2%−109−6.9%減碼歷史
APOApollo Global Management, Inc.COM3,879$45.9 萬0.2%+3,879新進歷史
FCXFreeport-McMoran IncStock6,707$42.2 萬0.2%+1,960+41.3%加碼歷史
AJGArthur J. Gallagher & Co.COM1,829$42.0 萬0.2%+1,754+2,338.7%加碼歷史
MRVLMarvell Technology, Inc.COM1,409$42.0 萬0.2%+1,409新進歷史
ANETArista Networks, Inc.Stock2,293$39.0 萬0.2%+1,655+259.4%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF1,023$37.9 萬0.2%−50−4.7%減碼–
CRMSalesforce, Inc.Stock2,368$37.1 萬0.2%+2,218+1,478.7%加碼歷史
FTAIFTAI Aviation Ltd.SHS1,326$35.9 萬0.2%+164+14.1%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF1,475$34.9 萬0.2%−103−6.5%減碼–
iShares Russell Mid-Cap Growth ETF464287481ETF2,326$34.1 萬0.2%00.0%不變–
SWKStanley Black & Decker, Inc.COM3,515$33.1 萬0.1%+434+14.1%加碼歷史
BABoeing CoStock1,468$31.8 萬0.1%+1,434+4,217.6%加碼歷史
TRPTC Energy CorpCOM4,719$31.3 萬0.1%+764+19.3%加碼歷史
PEPPepsiCo IncStock2,295$31.1 萬0.1%+362+18.7%加碼歷史
GILDGilead Sciences, Inc.Stock2,447$30.9 萬0.1%−379−13.4%減碼歷史
IRIngersoll Rand Inc.COM3,735$30.6 萬0.1%+1,444+63.0%加碼歷史
KLACKLA CorpCOM NEW968$29.2 萬0.1%+968新進歷史
PCGPG&E CorpStock17,173$28.9 萬0.1%+4,616+36.8%加碼歷史
MDLZMondelez International, Inc.Stock4,897$28.3 萬0.1%+4,707+2,477.4%加碼歷史
CNPCenterpoint Energy IncCOM6,249$27.5 萬0.1%+6,249新進歷史
DHRDanaher CorpStock1,393$26.5 萬0.1%+175+14.4%加碼歷史
TSLATesla, Inc.Stock627$26.4 萬0.1%+71+12.8%加碼歷史
EXEExpand Energy CorpCOM2,848$26.0 萬0.1%−641−18.4%減碼歷史
KKRKKR & Co. Inc.COM2,817$25.9 萬0.1%+2,712+2,582.9%加碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF1,554$25.6 萬0.1%00.0%不變–
CVXChevron CorpStock1,516$25.1 萬0.1%+1,498+8,322.2%加碼歷史
UNPUnion Pacific CorpStock916$24.9 萬0.1%+916新進歷史
MCDMcDonalds CorpStock902$24.4 萬0.1%+646+252.3%加碼歷史
Invesco QQQ Trust Series I46090E103ETF302$22.2 萬0.1%+300+15,000.0%加碼–
SHOPShopify Inc.Stock1,905$21.8 萬0.1%+207+12.2%加碼歷史
SOSouthern CoStock2,145$20.5 萬0.1%+2,054+2,257.1%加碼歷史
IPInternational Paper CoCOM5,260$20.0 萬0.1%+5,260新進歷史

2026 年第 1 季之後清倉（118 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 118 檔。

Wealth Science Advisors LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
SPYSPDR S&P 500 ETF TrustETF29,084$1,983 萬11.2%歷史
iShares Core S&P 500 ETF464287200ETF718$49.2 萬0.3%–
TFCTruist Financial CorpCOM9,015$44.4 萬0.2%歷史
AXPAmerican Express CoStock1,192$44.1 萬0.2%歷史
COFCapital One Financial CorpStock1,603$38.9 萬0.2%歷史
CVECenovus Energy Inc.COM21,962$37.2 萬0.2%歷史
GEHCGE HealthCare Technologies Inc.Stock4,390$36.0 萬0.2%歷史
BKRBaker Hughes CoCL A7,663$34.9 萬0.2%歷史
KMBKimberly Clark CorpStock2,953$29.8 萬0.2%歷史
EIXEdison InternationalStock3,937$23.6 萬0.1%歷史
AIGAmerican International Group, Inc.Stock2,462$21.1 萬0.1%歷史
FISFidelity National Information Services, Inc.Stock3,094$20.6 萬0.1%歷史
HALHalliburton CoStock6,727$19.0 萬0.1%歷史
Vanguard Ftse Emerging Markets ETF922042858ETF3,046$16.4 萬0.1%–
ALNYAlnylam Pharmaceuticals, Inc.COM396$15.7 萬0.1%歷史
CEGConstellation Energy CorpStock396$14.0 萬0.1%歷史
WMTWalmart Inc.Stock1,230$13.7 萬0.1%歷史
CLXClorox CoStock1,248$12.6 萬0.1%歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF663$11.8 萬0.1%–
COSTCostco Wholesale CorpStock112$9.66 萬0.1%歷史
BACBank of America CorpStock1,623$8.93 萬0.1%歷史
HCAHCA Healthcare, Inc.COM182$8.50 萬<0.1%歷史
CTASCintas CorpStock440$8.28 萬<0.1%歷史
PWRQuanta Services, Inc.COM190$8.02 萬<0.1%歷史
TMUST-Mobile US, Inc.Stock320$6.50 萬<0.1%歷史
TJXTJX Companies IncStock360$5.53 萬<0.1%歷史
NXPINXP Semiconductors N.V.COM250$5.43 萬<0.1%歷史
ETREntergy CorpCOM580$5.36 萬<0.1%歷史
IRTIndependence Realty Trust, Inc.COM2,850$4.98 萬<0.1%歷史
GOOGAlphabet Inc.Stock156$4.90 萬<0.1%歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF915$4.29 萬<0.1%–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF141$4.26 萬<0.1%–
GSGoldman Sachs Group IncStock48$4.22 萬<0.1%歷史
iShares Core S&P Mid-Cap ETF464287507ETF625$4.13 萬<0.1%–
Vanguard S&P 500 ETF922908363ETF60$3.76 萬<0.1%–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF654$3.72 萬<0.1%–
NOCNorthrop Grumman CorpStock60$3.42 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS474$3.11 萬<0.1%–
iShares Core S&P Small Cap ETF464287804ETF240$2.88 萬<0.1%–
CMICummins IncStock51$2.60 萬<0.1%歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT135$2.59 萬<0.1%–
WBDWarner Bros. Discovery, Inc.Stock867$2.50 萬<0.1%歷史
Alps ETF Tr00162Q858SECTR DIV DOGS405$2.45 萬<0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF546$2.42 萬<0.1%–
CCEPCoca-Cola Europacific Partners plcSHS252$2.29 萬<0.1%歷史
GLDSPDR Gold TrustETF56$2.22 萬<0.1%歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF330$2.22 萬<0.1%–
iShares Core MSCI Eafe ETF46432F842ETF206$1.84 萬<0.1%–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG137$1.81 萬<0.1%–
PDXPIMCO Dynamic Income Strategy FundCOM SHS BEN INT964$1.81 萬<0.1%歷史
Vanguard Information Technology ETF92204A702ETF21$1.58 萬<0.1%–
Schwab U.S. Large-Cap Value ETF808524409ETF477$1.41 萬<0.1%–
XOMExxonMobil Holdings CorpCOM116$1.40 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock213$1.24 萬<0.1%歷史
SYKStryker CorpStock35$1.23 萬<0.1%歷史
JNJJohnson & JohnsonStock59$1.22 萬<0.1%歷史
MFCManulife Financial CorpCOM308$1.12 萬<0.1%歷史
PRUPrudential Financial IncStock98$1.11 萬<0.1%歷史
HONHoneywell International IncCOM53$1.03 萬<0.1%歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A242$1.03 萬<0.1%歷史
iShares Russell Midcap ETF464287499ETF106$1.02 萬<0.1%–
FSKFS KKR Capital CorpCOM687$1.02 萬<0.1%歷史
AZNAstraZeneca PLCSPONSORED ADR85$7,814<0.1%歷史
ASMLASML Holding NVADR7$7,489<0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND17$7,017<0.1%–
GBTCGrayscale Bitcoin Trust ETFETF100$6,836<0.1%歷史
FSSLFS Specialty Lending FundCOM SH BEN INT479$6,773<0.1%歷史
UPSUnited Parcel Service IncStock63$6,249<0.1%歷史
HIIHuntington Ingalls Industries, Inc.COM18$6,121<0.1%歷史
CMGChipotle Mexican Grill IncCOM153$5,661<0.1%歷史
iShares Tr46435G409MSCI INTL VLU FT145$5,533<0.1%–
NEANuveen AMT-Free Quality Municipal Income FundCOM450$5,234<0.1%歷史
IAUiShares Gold TrustETF55$4,464<0.1%歷史
iShares Tr46432F388MSCI USA VALUE32$4,437<0.1%–
VVisa Inc.Stock12$4,209<0.1%歷史
SHELShell plcADR55$4,041<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW7$3,965<0.1%歷史
SNYSanofiSPONSORED ADR80$3,877<0.1%歷史
Vanguard Industrials ETF92204A603ETF12$3,581<0.1%–
CHTRCharter Communications, Inc.CL A17$3,549<0.1%歷史
CCitigroup IncStock30$3,501<0.1%歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT89$3,432<0.1%歷史
NVONovo Nordisk A SADR66$3,358<0.1%歷史
NETCloudflare, Inc.CL A COM17$3,352<0.1%歷史
SAPSAP SEADR12$2,915<0.1%歷史
HLTHilton Worldwide Holdings Inc.COM10$2,873<0.1%歷史
RYAAYRyanair Holdings PLCSPONSORED ADR39$2,815<0.1%歷史
CMECME Group Inc.COM10$2,731<0.1%歷史
IBNIcici Bank LtdADR89$2,652<0.1%歷史
TTETotalEnergies SEACT39$2,551<0.1%歷史
SONYSony Group CorpSPONSORED ADR92$2,355<0.1%歷史
BSXBoston Scientific CorpStock24$2,288<0.1%歷史
TCOMTrip.com Group LtdADS31$2,229<0.1%歷史
DALDelta Air Lines, Inc.COM NEW32$2,221<0.1%歷史
FLUTFlutter Entertainment plcSHS10$2,150<0.1%歷史
ONCBeOne Medicines Ltd.ADR7$2,127<0.1%歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B96$1,984<0.1%歷史
VALEVale S.A.SPONSORED ADS151$1,968<0.1%歷史
SNPSSynopsys IncCOM4$1,879<0.1%歷史
AEMAgnico Eagle Mines LtdStock10$1,695<0.1%歷史