SPWM Advisors LLC
- SEC CIK
- 0002111209
- 最新申報
- 2026/7/24
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 93
- 較 2025 年第 4 季 +3
- 總值
- $1.15 億
- 較 2025 年第 4 季 +$1,085 萬 (+10.4%)
| 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 | 176,117 | $1,286 萬 | 11.2% | +16,480+10.3% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 251,084 | $1,143 萬 | 9.9% | +50,431+25.1% | 加碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 272,449 | $1,124 萬 | 9.8% | +83,221+44.0% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 90,197 | $1,067 萬 | 9.3% | +20,501+29.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 13,161 | $349.8 萬 | 3.0% | −233−1.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,050 | $328.3 萬 | 2.8% | +290+3.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,867 | $306.2 萬 | 2.7% | +262+1.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,186 | $266.7 萬 | 2.3% | −1,336−17.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,696 | $259.4 萬 | 2.3% | −1,514−18.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,774 | $227.6 萬 | 2.0% | −228−5.7% | 減碼 | 歷史 |
| Sprott FDS Tr85208P873 | SILVER MINERS | 28,171 | $200.3 萬 | 1.7% | +28,171 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 21,394 | $192.9 萬 | 1.7% | −1,211−5.4% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 11,071 | $177.8 萬 | 1.5% | +10,669+2,654.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,419 | $175.6 萬 | 1.5% | −1,123−20.3% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,199 | $172.0 萬 | 1.5% | +617+7.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,412 | $165.5 萬 | 1.4% | +345+11.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,898 | $159.9 萬 | 1.4% | +903+22.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,067 | $156.1 萬 | 1.4% | −297−6.8% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,332 | $131.1 萬 | 1.1% | +37+1.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,181 | $123.3 萬 | 1.1% | −93−2.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,015 | $122.4 萬 | 1.1% | −413−9.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,455 | $114.7 萬 | 1.0% | −641−10.5% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 6,042 | $105.8 萬 | 0.9% | −565−8.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,786 | $102.2 萬 | 0.9% | +261+4.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,686 | $92.6 萬 | 0.8% | −1,561−15.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,144 | $88.1 萬 | 0.8% | +5,252+277.6% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 2,029 | $85.1 萬 | 0.7% | −475−19.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,075 | $83.3 萬 | 0.7% | −1,398−11.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 7,014 | $82.7 萬 | 0.7% | +572+8.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,313 | $80.1 萬 | 0.7% | +261+12.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,264 | $77.1 萬 | 0.7% | −1,163−13.8% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,012 | $73.9 萬 | 0.6% | +1,086+27.7% | 加碼 | 歷史 |
| PIIPolaris Inc. | Stock | 11,304 | $73.2 萬 | 0.6% | +50.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,440 | $72.0 萬 | 0.6% | −216−13.0% | 減碼 | 歷史 |
| AGFirst Majestic Silver Corp | COM | 28,391 | $68.7 萬 | 0.6% | +13,227+87.2% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 8,701 | $66.2 萬 | 0.6% | +996+12.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 26,526 | $66.0 萬 | 0.6% | +3,096+13.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 8,419 | $64.7 萬 | 0.6% | +563+7.2% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 11,142 | $64.5 萬 | 0.6% | +1,463+15.1% | 加碼 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 2,577 | $63.2 萬 | 0.5% | +259+11.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 928 | $63.0 萬 | 0.5% | +369+66.0% | 加碼 | – |
| BNYBank of New York Mellon Corp | Stock | 4,670 | $62.3 萬 | 0.5% | −954−17.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,046 | $62.1 萬 | 0.5% | −236−10.3% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 3,869 | $57.3 萬 | 0.5% | −1,206−23.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,321 | $57.3 萬 | 0.5% | +23+1.8% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,226 | $57.3 萬 | 0.5% | −720−14.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,636 | $55.0 萬 | 0.5% | +755+40.1% | 加碼 | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 4,090 | $53.1 萬 | 0.5% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 2,960 | $52.9 萬 | 0.5% | +10+0.3% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,215 | $50.1 萬 | 0.4% | +3,215 | 新進 | 歷史 |
| MASMasco Corp | COM | 6,989 | $48.8 萬 | 0.4% | −617−8.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 468 | $47.8 萬 | 0.4% | +3+0.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,448 | $45.7 萬 | 0.4% | +107+4.6% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,931 | $45.4 萬 | 0.4% | −183−8.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,602 | $44.6 萬 | 0.4% | −519−16.6% | 減碼 | 歷史 |
| AONAon plc | CL A | 1,339 | $42.4 萬 | 0.4% | +1,339 | 新進 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 3,519 | $40.9 萬 | 0.4% | −524−13.0% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 14,570 | $39.4 萬 | 0.3% | −21−0.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 2,908 | $37.9 萬 | 0.3% | +470+19.3% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,409 | $36.8 萬 | 0.3% | −240−14.6% | 減碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 13,000 | $36.5 萬 | 0.3% | −2,000−13.3% | 減碼 | 歷史 |
| AMRZAmrize Ltd | SHS | 6,923 | $36.2 萬 | 0.3% | +6,923 | 新進 | 歷史 |
| SNYSanofi | SPONSORED ADR | 8,331 | $35.7 萬 | 0.3% | +212+2.6% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,624 | $35.6 萬 | 0.3% | +756+40.5% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 1,469 | $35.4 萬 | 0.3% | −225−13.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,541 | $35.0 萬 | 0.3% | +13,541 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 469 | $34.4 萬 | 0.3% | −213−31.2% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,439 | $33.9 萬 | 0.3% | +4,439 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 1,507 | $32.8 萬 | 0.3% | −43−2.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 1,107 | $32.6 萬 | 0.3% | +1,107 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 2,701 | $32.6 萬 | 0.3% | +2,701 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 5,063 | $31.0 萬 | 0.3% | −73−1.4% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,650 | $30.7 萬 | 0.3% | +1+0.1% | 加碼 | – |
| ACNAccenture plc | Stock | 1,704 | $28.9 萬 | 0.3% | +1,704 | 新進 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,192 | $28.4 萬 | 0.2% | +1,192 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,724 | $27.3 萬 | 0.2% | +9+0.2% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 573 | $26.3 萬 | 0.2% | +573 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 1,017 | $25.6 萬 | 0.2% | −137−11.9% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 4,538 | $24.9 萬 | 0.2% | +73+1.6% | 加碼 | 歷史 |
| ANAutonation, Inc. | COM | 1,208 | $23.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,507 | $22.9 萬 | 0.2% | +1,507 | 新進 | 歷史 |
| LAMRLamar Advertising Co | REIT | 1,510 | $22.3 萬 | 0.2% | +1,510 | 新進 | 歷史 |
| FSMFortuna Mining Corp. | Stock | 20,010 | $21.7 萬 | 0.2% | +10,000+99.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,706 | $21.3 萬 | 0.2% | −239−12.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,674 | $21.1 萬 | 0.2% | +3,674 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 465 | $20.8 萬 | 0.2% | +465 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,304 | $20.8 萬 | 0.2% | −183−12.3% | 減碼 | 歷史 |
| HLHecla Mining Co | COM | 10,002 | $20.6 萬 | 0.2% | +10,002 | 新進 | 歷史 |
| GSKGSK plc | ADR | 3,965 | $20.2 萬 | 0.2% | +3,965 | 新進 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 31,474 | $16.4 萬 | 0.1% | −597−1.9% | 減碼 | 歷史 |
| NGNovagold Resources Inc | COM NEW | 10,010 | $9.15 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRXTRX GOLD Corp | COM | 65,000 | $8.45 萬 | 0.1% | +10,000+18.2% | 加碼 | 歷史 |
| DNNDenison Mines Corp. | COM | 20,010 | $7.40 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（14 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Ea Series Trust02072L599 | STRI 1000 VA ETF | 46,932 | $157.0 萬 | 1.5% | – |
| UECUranium Energy Corp | COM | 110,000 | $128.5 萬 | 1.2% | 歷史 |
| Ea Series Trust02072L615 | STRIVE 1000 GRWT | 19,591 | $99.7 萬 | 1.0% | – |
| 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% | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 13,154 | $58.0 萬 | 0.6% | – |
| KMXCarMax Inc | COM | 14,393 | $55.6 萬 | 0.5% | 歷史 |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 26,673 | $54.0 萬 | 0.5% | – |
| DEODiageo PLC | SPON ADR NEW | 5,973 | $51.5 萬 | 0.5% | 歷史 |
| BACBank of America Corp | Stock | 7,638 | $42.0 萬 | 0.4% | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 9,160 | $32.9 萬 | 0.3% | – |
| Ea Series Trust02072L458 | STRIVE TOTAL RET | 13,363 | $26.9 萬 | 0.3% | – |
| EBAYeBay Inc | COM | 2,877 | $25.1 萬 | 0.2% | 歷史 |
| SHOPShopify Inc. | Stock | 1,276 | $20.5 萬 | 0.2% | 歷史 |