Sun Group Wealth Partners
- SEC CIK
- 0002111007
- 最新申報
- 2026/7/23
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
- 62
- 2025 年第 3 季沒有申報
- 總值
- $1.25 億
- 2025 年第 3 季沒有申報
Sun Group Wealth Partners 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 51,492 | $1,400 萬 | 11.2% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 63,104 | $1,122 萬 | 9.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,929 | $856.2 萬 | 6.9% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 41,743 | $778.5 萬 | 6.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 21,350 | $738.9 萬 | 5.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 31,820 | $734.5 萬 | 5.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,120 | $659.5 萬 | 5.3% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 6,872 | $518.0 萬 | 4.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 14,533 | $454.9 萬 | 3.7% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 47,772 | $447.9 萬 | 3.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 6,405 | $288.0 萬 | 2.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,707 | $276.0 萬 | 2.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,466 | $261.8 萬 | 2.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 20,275 | $254.0 萬 | 2.0% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 29,358 | $237.9 萬 | 1.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,952 | $233.1 萬 | 1.9% | – | – | – |
| WMTWalmart Inc. | Stock | 20,433 | $227.6 萬 | 1.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,077 | $203.1 萬 | 1.6% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,357 | $190.8 萬 | 1.5% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,918 | $179.8 萬 | 1.4% | – | – | 歷史 |
| RDDTReddit, Inc. | Stock | 7,800 | $179.3 萬 | 1.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,568 | $174.7 萬 | 1.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,669 | $152.4 萬 | 1.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,439 | $110.8 萬 | 0.9% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 3,508 | $101.3 萬 | 0.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 939 | $100.9 萬 | 0.8% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 4,991 | $97.0 萬 | 0.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,233 | $87.6 萬 | 0.7% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,504 | $85.7 萬 | 0.7% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,498 | $80.9 萬 | 0.6% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 15,822 | $80.4 萬 | 0.6% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,734 | $80.0 萬 | 0.6% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,425 | $68.5 萬 | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 5,486 | $66.0 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 4,352 | $49.5 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,427 | $49.1 萬 | 0.4% | – | – | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 13,387 | $48.5 萬 | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 6,859 | $48.0 萬 | 0.4% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 2,903 | $47.3 萬 | 0.4% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 514 | $45.2 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,453 | $44.4 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 3,061 | $43.9 萬 | 0.4% | – | – | 歷史 |
| AERAerCap Holdings N.V. | SHS | 2,924 | $42.0 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 10,377 | $38.3 萬 | 0.3% | – | – | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,641 | $37.1 萬 | 0.3% | – | – | 歷史 |
| AEHRAehr Test Systems | COM | 17,561 | $35.5 萬 | 0.3% | – | – | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 3,908 | $33.2 萬 | 0.3% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,738 | $32.2 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,997 | $31.5 萬 | 0.3% | – | – | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,026 | $29.5 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 466 | $26.6 萬 | 0.2% | – | – | 歷史 |
| BBAIBigBear.ai Holdings, Inc. | COM | 47,421 | $25.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 406 | $25.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 514 | $25.1 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 9,910 | $24.7 萬 | 0.2% | – | – | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 8,750 | $24.5 萬 | 0.2% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 417 | $23.6 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 571 | $21.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,462 | $21.0 萬 | 0.2% | – | – | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 1,900 | $20.6 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 936 | $20.6 萬 | 0.2% | – | – | – |
| ACHRArcher Aviation Inc. | Stock | 18,183 | $13.7 萬 | 0.1% | – | – | 歷史 |