SPWM Advisors LLC
- SEC CIK
- 0002111209
- 最新申報
- 2026/7/24
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
- 90
- 2025 年第 3 季沒有申報
- 總值
- $1.04 億
- 2025 年第 3 季沒有申報
SPWM Advisors 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 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 159,637 | $1,062 萬 | 10.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 200,653 | $923.8 萬 | 8.9% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 69,696 | $710.8 萬 | 6.8% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 189,228 | $638.5 萬 | 6.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,760 | $375.3 萬 | 3.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,394 | $309.2 萬 | 3.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,002 | $264.2 萬 | 2.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,210 | $257.0 萬 | 2.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 13,605 | $253.7 萬 | 2.4% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 22,605 | $225.8 萬 | 2.2% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 402 | $215.5 萬 | 2.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 7,522 | $193.3 萬 | 1.9% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,542 | $168.4 萬 | 1.6% | – | – | 歷史 |
| Ea Series Trust02072L599 | STRI 1000 VA ETF | 46,932 | $157.0 萬 | 1.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,067 | $154.2 萬 | 1.5% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 6,607 | $148.9 萬 | 1.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,428 | $142.7 萬 | 1.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,995 | $140.1 萬 | 1.3% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,582 | $137.7 萬 | 1.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,364 | $137.0 萬 | 1.3% | – | – | 歷史 |
| UECUranium Energy Corp | COM | 110,000 | $128.5 萬 | 1.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 12,473 | $116.2 萬 | 1.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 4,274 | $116.2 萬 | 1.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,295 | $115.5 萬 | 1.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 6,096 | $104.3 萬 | 1.0% | – | – | 歷史 |
| Ea Series Trust02072L615 | STRIVE 1000 GRWT | 19,591 | $99.7 萬 | 1.0% | – | – | – |
| DISWalt Disney Co | Stock | 8,427 | $95.9 萬 | 0.9% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,656 | $94.5 萬 | 0.9% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,892 | $89.6 萬 | 0.9% | – | – | – |
| SBUXStarbucks Corp | Stock | 10,247 | $86.3 萬 | 0.8% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,121 | $82.7 萬 | 0.8% | – | – | 歷史 |
| Ea Series Trust02072L573 | STRIVE 2000 ETF | 24,583 | $81.8 萬 | 0.8% | – | – | – |
| Ea Series Trust02072L524 | INTL DEV | 25,928 | $80.8 萬 | 0.8% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 6,525 | $78.5 萬 | 0.8% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,926 | $76.2 萬 | 0.7% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 7,856 | $75.5 萬 | 0.7% | – | – | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 4,043 | $75.0 萬 | 0.7% | – | – | 歷史 |
| PIIPolaris Inc. | Stock | 11,299 | $71.5 萬 | 0.7% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 23,430 | $70.0 萬 | 0.7% | – | – | 歷史 |
| NVSNovartis AG | ADR | 5,075 | $70.0 萬 | 0.7% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,052 | $69.1 萬 | 0.7% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,504 | $67.9 萬 | 0.7% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,946 | $67.1 萬 | 0.6% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 5,624 | $65.3 萬 | 0.6% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 9,679 | $63.3 萬 | 0.6% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,114 | $62.6 萬 | 0.6% | – | – | 歷史 |
| OMCOmnicom Group Inc. | COM | 7,705 | $62.2 萬 | 0.6% | – | – | 歷史 |
| COPConocoPhillips | Stock | 6,442 | $60.3 萬 | 0.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,694 | $59.3 萬 | 0.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,298 | $58.4 萬 | 0.6% | – | – | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 13,154 | $58.0 萬 | 0.6% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 2,282 | $56.4 萬 | 0.5% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 682 | $56.0 萬 | 0.5% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 1,649 | $55.7 萬 | 0.5% | – | – | 歷史 |
| KMXCarMax Inc | COM | 14,393 | $55.6 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,950 | $54.1 萬 | 0.5% | – | – | 歷史 |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 26,673 | $54.0 萬 | 0.5% | – | – | – |
| RGLDRoyal Gold Inc | Stock | 2,318 | $51.5 萬 | 0.5% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,973 | $51.5 萬 | 0.5% | – | – | 歷史 |
| MASMasco Corp | COM | 7,606 | $48.3 萬 | 0.5% | – | – | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 4,090 | $46.5 萬 | 0.4% | – | – | – |
| ORCLOracle Corp | Stock | 2,341 | $45.6 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 7,638 | $42.0 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 465 | $40.1 萬 | 0.4% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 8,119 | $39.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,881 | $35.9 萬 | 0.3% | – | – | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 15,000 | $35.5 萬 | 0.3% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 14,591 | $35.1 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 559 | $35.1 萬 | 0.3% | – | – | – |
| DXCMDexcom Inc | COM | 5,136 | $34.1 萬 | 0.3% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,550 | $34.0 萬 | 0.3% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,487 | $33.2 萬 | 0.3% | – | – | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 9,160 | $32.9 萬 | 0.3% | – | – | – |
| ECLEcolab Inc. | Stock | 1,154 | $30.3 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,649 | $27.7 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 2,438 | $27.2 萬 | 0.3% | – | – | 歷史 |
| Ea Series Trust02072L458 | STRIVE TOTAL RET | 13,363 | $26.9 萬 | 0.3% | – | – | – |
| AGFirst Majestic Silver Corp | COM | 15,164 | $25.3 萬 | 0.2% | – | – | 歷史 |
| EBAYeBay Inc | COM | 2,877 | $25.1 萬 | 0.2% | – | – | 歷史 |
| ANAutonation, Inc. | COM | 1,208 | $24.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,715 | $24.5 萬 | 0.2% | – | – | – |
| DUKDuke Energy CORP | Stock | 1,945 | $22.8 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,868 | $22.4 萬 | 0.2% | – | – | – |
| ENBEnbridge Inc | Stock | 4,465 | $21.4 萬 | 0.2% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 1,276 | $20.5 萬 | 0.2% | – | – | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 32,071 | $17.0 萬 | 0.2% | – | – | 歷史 |
| FSMFortuna Mining Corp. | Stock | 10,010 | $9.82 萬 | 0.1% | – | – | 歷史 |
| NGNovagold Resources Inc | COM NEW | 10,010 | $9.33 萬 | 0.1% | – | – | 歷史 |
| DNNDenison Mines Corp. | COM | 20,010 | $5.32 萬 | 0.1% | – | – | 歷史 |
| TRXTRX GOLD Corp | COM | 55,000 | $5.07 萬 | <0.1% | – | – | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPDR S&P 500 ETF Tr78462F903 | CALL | – | $68.2 萬 |
| Facebook Inc30303M902 | CALL | – | $26.4 萬 |