Wealth Analytics Partners, LLC
- SEC CIK
- 0002110717
- 最新申報
- 2026/7/16
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位。
- 持股檔數
- 47
- 2025 年第 3 季沒有申報
- 總值
- $2.55 億
- 2025 年第 3 季沒有申報
Wealth Analytics Partners, 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 107,670 | $5,253 萬 | 20.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 236,456 | $4,516 萬 | 17.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 312,655 | $2,316 萬 | 9.1% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 230,307 | $1,380 萬 | 5.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 58,639 | $1,289 萬 | 5.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 62,472 | $1,165 萬 | 4.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 43,390 | $1,119 萬 | 4.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 29,323 | $920.1 萬 | 3.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 32,277 | $877.5 萬 | 3.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,273 | $814.2 萬 | 3.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,167 | $790.5 萬 | 3.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,234 | $688.4 萬 | 2.7% | – | – | 歷史 |
| ORealty Income Corp | REIT | 112,393 | $633.6 萬 | 2.5% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 65,158 | $582.9 萬 | 2.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 8,697 | $574.1 萬 | 2.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 38,055 | $365.4 萬 | 1.4% | – | – | – |
| TSLATesla, Inc. | Stock | 8,068 | $362.8 萬 | 1.4% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,081 | $240.5 萬 | 0.9% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 15,079 | $182.4 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,341 | $179.1 萬 | 0.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,586 | $158.9 萬 | 0.6% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 20,749 | $103.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 9,630 | $91.6 萬 | 0.4% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,950 | $76.7 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 18,396 | $60.0 萬 | 0.2% | – | – | – |
| QBTSD-Wave Quantum Inc. | Stock | 21,921 | $57.3 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 476 | $51.2 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,648 | $50.1 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,379 | $48.8 萬 | 0.2% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,543 | $45.2 萬 | 0.2% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 1,520 | $43.4 萬 | 0.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 9,704 | $41.6 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 4,424 | $41.5 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,135 | $39.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,116 | $37.6 萬 | 0.1% | – | – | – |
| PWRQuanta Services, Inc. | COM | 873 | $36.8 萬 | 0.1% | – | – | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 4,710 | $32.2 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,780 | $30.4 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,449 | $29.4 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 5,286 | $29.1 萬 | 0.1% | – | – | 歷史 |
| OKLOOklo Inc. | COM CL A | 3,908 | $28.0 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 701 | $27.8 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 378 | $25.9 萬 | 0.1% | – | – | – |
| ETHEGrayscale Ethereum Staking ETF | ETF | 10,007 | $24.4 萬 | 0.1% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 2,783 | $22.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 351 | $22.0 萬 | 0.1% | – | – | – |
| RYDERyde Group Ltd | CL A SHS | 10,000 | $2,600 | <0.1% | – | – | 歷史 |