MOR Wealth Management, LLC
- SEC CIK
- 0002092389
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/15 申報。只含多頭部位。
- 持股檔數
- 105
- 2025 年第 3 季沒有申報
- 總值
- $2.19 億
- 2025 年第 3 季沒有申報
MOR Wealth Management, LLC 沒有申報 2025 年第 3 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 864,003 | $2,818 萬 | 12.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 47,022 | $2,226 萬 | 10.2% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 211,870 | $1,895 萬 | 8.7% | – | – | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 452,727 | $1,667 萬 | 7.6% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 195,157 | $1,465 萬 | 6.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 38,065 | $1,105 萬 | 5.0% | – | – | – |
| ACNAccenture plc | Stock | 29,641 | $795.3 萬 | 3.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 26,685 | $725.5 萬 | 3.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 27,733 | $517.2 萬 | 2.4% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 81,550 | $466.8 萬 | 2.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 148,746 | $408.0 萬 | 1.9% | – | – | – |
| TPLTexas Pacific Land Corp | Stock | 13,437 | $385.9 萬 | 1.8% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 37,781 | $385.3 萬 | 1.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,010 | $369.2 萬 | 1.7% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 80,147 | $368.5 萬 | 1.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,095 | $347.4 萬 | 1.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 49,818 | $328.8 萬 | 1.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 9,838 | $307.9 萬 | 1.4% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 13,973 | $266.9 萬 | 1.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,283 | $255.5 萬 | 1.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,270 | $214.0 萬 | 1.0% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,873 | $201.3 萬 | 0.9% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 13,782 | $197.5 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,804 | $194.6 萬 | 0.9% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,322 | $160.9 萬 | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,225 | $146.9 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 15,494 | $138.8 萬 | 0.6% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,587 | $119.6 萬 | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,359 | $105.4 萬 | 0.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,130 | $97.5 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,550 | $95.7 萬 | 0.4% | – | – | – |
| ORCLOracle Corp | Stock | 4,676 | $91.1 萬 | 0.4% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 5,605 | $90.2 萬 | 0.4% | – | – | 歷史 |
| PBTPermian Basin Royalty Trust | UNIT BEN INT | 52,534 | $89.2 萬 | 0.4% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,756 | $81.6 萬 | 0.4% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 3,040 | $78.1 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 3,607 | $76.0 萬 | 0.3% | – | – | – |
| ANETArista Networks, Inc. | Stock | 5,715 | $74.9 萬 | 0.3% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,366 | $71.9 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,938 | $71.7 萬 | 0.3% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,689 | $71.3 萬 | 0.3% | – | – | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 14,081 | $69.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,432 | $69.9 萬 | 0.3% | – | – | – |
| MAMastercard Inc | Stock | 1,173 | $67.0 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 7,130 | $66.9 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 5,746 | $65.8 萬 | 0.3% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 7,972 | $65.6 萬 | 0.3% | – | – | – |
| BXBlackstone Inc. | COM | 4,117 | $63.5 萬 | 0.3% | – | – | 歷史 |
| GLWCorning Inc | COM | 7,111 | $62.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 5,013 | $61.0 萬 | 0.3% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 13,860 | $57.3 萬 | 0.3% | – | – | – |
| TTTrane Technologies plc | SHS | 1,454 | $56.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 8,518 | $55.4 萬 | 0.3% | – | – | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 13,345 | $54.2 萬 | 0.2% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,727 | $52.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,998 | $50.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,800 | $49.7 萬 | 0.2% | – | – | – |
| IBRXImmunityBio, Inc. | COM | 249,265 | $49.4 萬 | 0.2% | – | – | 歷史 |
| GLNKGrayscale Chainlink Trust ETF | SHS | 37,527 | $40.9 萬 | 0.2% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 6,127 | $40.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 645 | $40.4 萬 | 0.2% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 833 | $39.0 萬 | 0.2% | – | – | 歷史 |
| JJacobs Solutions Inc. | COM | 2,926 | $38.8 萬 | 0.2% | – | – | 歷史 |
| RKLBRocket Lab Corp | COM | 5,500 | $38.4 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,734 | $35.9 萬 | 0.2% | – | – | 歷史 |
| PLPlanet Labs PBC | COM CL A | 16,898 | $33.3 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,907 | $33.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,555 | $32.9 萬 | 0.2% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,708 | $32.7 萬 | 0.1% | – | – | – |
| SOSouthern Co | Stock | 3,739 | $32.6 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,000 | $32.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,216 | $30.6 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 665 | $29.9 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 2,896 | $29.8 萬 | 0.1% | – | – | – |
| DDDuPont de Nemours, Inc. | COM | 7,328 | $29.5 萬 | 0.1% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 1,308 | $29.4 萬 | 0.1% | – | – | 歷史 |
| ALABAstera Labs, Inc. | Stock | 1,768 | $29.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,032 | $28.8 萬 | 0.1% | – | – | – |
| BEBloom Energy Corp | COM CL A | 3,235 | $28.1 萬 | 0.1% | – | – | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 3,294 | $28.0 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,778 | $27.8 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 2,724 | $27.7 萬 | 0.1% | – | – | – |
| MPMP Materials Corp. | COM CL A | 5,400 | $27.3 萬 | 0.1% | – | – | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,536 | $26.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 664 | $26.2 萬 | 0.1% | – | – | – |
| AMPAmeriprise Financial Inc | COM | 525 | $25.7 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 694 | $24.3 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 414 | $23.7 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,210 | $23.6 萬 | 0.1% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 1,160 | $23.6 萬 | 0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 6,374 | $23.1 萬 | 0.1% | – | – | 歷史 |
| SHELShell plc | ADR | 3,086 | $22.7 萬 | 0.1% | – | – | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,000 | $22.6 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 1,636 | $22.6 萬 | 0.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,506 | $22.6 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V456 | S&P MDCP VLU MNT | 3,513 | $22.5 萬 | 0.1% | – | – | – |
| DKSDick's Sporting Goods, Inc. | Stock | 1,126 | $22.3 萬 | 0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 1,696 | $21.9 萬 | 0.1% | – | – | 歷史 |
| KRKroger Co | Stock | 3,488 | $21.8 萬 | 0.1% | – | – | 歷史 |
| KIMKimco Realty Corp | COM | 10,615 | $21.5 萬 | 0.1% | – | – | 歷史 |