SPWM Advisors LLC
- SEC CIK
- 0002111209
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 90
- 較 2026 年第 1 季 −3
- 總值
- $1.08 億
- 較 2026 年第 1 季 −$694.5 萬 (−6.0%)
| 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 | 204,744 | $1,612 萬 | 14.9% | +28,627+16.3% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 260,686 | $1,181 萬 | 10.9% | +9,602+3.8% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 88,407 | $1,108 萬 | 10.2% | −1,790−2.0% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 274,653 | $1,098 萬 | 10.1% | +2,204+0.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 14,653 | $297.2 萬 | 2.7% | +786+5.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,462 | $283.4 萬 | 2.6% | −1,699−12.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,738 | $265.4 萬 | 2.5% | −1,312−16.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,387 | $232.4 萬 | 2.1% | −1,799−29.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,021 | $195.1 萬 | 1.8% | −753−20.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,356 | $185.7 萬 | 1.7% | −1,340−20.0% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 17,069 | $173.4 萬 | 1.6% | −4,325−20.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,584 | $153.0 萬 | 1.4% | +403+9.6% | 加碼 | 歷史 |
| Sprott FDS Tr85208P873 | SILVER MINERS | 31,823 | $149.8 萬 | 1.4% | +3,652+13.0% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 8,184 | $148.7 萬 | 1.4% | −268,591−97.0% | 減碼依 25 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 3,858 | $138.3 萬 | 1.3% | −1,040−21.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,656 | $130.4 萬 | 1.2% | −756−22.2% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,179 | $126.7 萬 | 1.2% | −1,240−28.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,352 | $122.6 萬 | 1.1% | −2,847−30.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,381 | $115.3 萬 | 1.1% | −634−15.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,118 | $107.9 萬 | 1.0% | −949−23.3% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,525 | $94.2 萬 | 0.9% | −807−24.2% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 4,491 | $92.6 萬 | 0.9% | −1,551−25.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,870 | $86.5 萬 | 0.8% | −916−13.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,151 | $85.4 萬 | 0.8% | −21,425−75.0% | 減碼依 4 比 1 拆股換算 | – |
| PIIPolaris Inc. | Stock | 11,308 | $82.8 萬 | 0.8% | +40.0% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,909 | $82.5 萬 | 0.8% | +2,694+83.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 8,904 | $77.9 萬 | 0.7% | −2,171−19.6% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 4,820 | $76.2 萬 | 0.7% | −192−3.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 8,588 | $71.5 萬 | 0.7% | +169+2.0% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,845 | $68.0 萬 | 0.6% | −468−20.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,813 | $65.5 萬 | 0.6% | −1,642−30.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 930 | $63.6 萬 | 0.6% | +2+0.2% | 加碼 | – |
| COPConocoPhillips | Stock | 5,530 | $63.4 萬 | 0.6% | −1,484−21.2% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,630 | $61.2 萬 | 0.6% | −399−19.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,120 | $60.9 萬 | 0.6% | −320−22.2% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 3,736 | $58.7 萬 | 0.5% | −934−20.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,649 | $57.7 萬 | 0.5% | +13+0.5% | 加碼 | – |
| OMCOmnicom Group Inc. | COM | 6,788 | $55.5 萬 | 0.5% | −1,913−22.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,419 | $54.0 萬 | 0.5% | +98+7.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,749 | $53.2 萬 | 0.5% | −211−7.1% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,483 | $52.9 萬 | 0.5% | −2,659−23.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,294 | $51.7 萬 | 0.5% | −1,970−27.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,145 | $51.6 萬 | 0.5% | +1,145 | 新進 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,021 | $51.3 萬 | 0.5% | +2,021 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 7,383 | $50.9 萬 | 0.5% | +7,383 | 新進 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 2,577 | $48.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 3,339 | $48.7 萬 | 0.5% | −887−21.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,614 | $47.7 萬 | 0.4% | −432−21.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 19,716 | $46.9 萬 | 0.4% | −6,810−25.7% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 2,948 | $45.3 萬 | 0.4% | −921−23.8% | 減碼 | 歷史 |
| AGFirst Majestic Silver Corp | COM | 28,452 | $45.0 萬 | 0.4% | +61+0.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 469 | $44.1 萬 | 0.4% | +1+0.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,364 | $43.6 萬 | 0.4% | +257+23.2% | 加碼 | 歷史 |
| MASMasco Corp | COM | 5,422 | $42.6 萬 | 0.4% | −1,567−22.4% | 減碼 | 歷史 |
| AONAon plc | CL A | 1,070 | $39.3 萬 | 0.4% | −269−20.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,632 | $38.4 萬 | 0.4% | +8+0.3% | 加碼 | – |
| ACNAccenture plc | Stock | 2,542 | $36.5 萬 | 0.3% | +838+49.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,509 | $36.1 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 13,185 | $35.6 萬 | 0.3% | −1,385−9.5% | 減碼 | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,529 | $34.7 萬 | 0.3% | −990−28.1% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,112 | $34.2 萬 | 0.3% | −297−21.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,976 | $34.0 萬 | 0.3% | +68+2.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,922 | $32.8 萬 | 0.3% | −680−26.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,097 | $32.8 萬 | 0.3% | −444−3.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 377 | $31.7 萬 | 0.3% | −92−19.6% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,452 | $31.7 萬 | 0.3% | −479−24.8% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,652 | $30.4 萬 | 0.3% | +2+0.1% | 加碼 | – |
| DXCMDexcom Inc | COM | 3,866 | $29.6 萬 | 0.3% | −1,197−23.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,733 | $28.2 萬 | 0.3% | +9+0.2% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 1,171 | $27.8 萬 | 0.3% | −298−20.3% | 減碼 | 歷史 |
| AMRZAmrize Ltd | SHS | 5,512 | $27.4 萬 | 0.3% | −1,411−20.4% | 減碼 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 2,207 | $27.4 萬 | 0.3% | +2,207 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 514 | $25.5 萬 | 0.2% | +49+10.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 472 | $25.1 萬 | 0.2% | −101−17.6% | 減碼 | 歷史 |
| ANAutonation, Inc. | COM | 1,208 | $24.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,954 | $24.7 萬 | 0.2% | −494−20.2% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,290 | $23.8 萬 | 0.2% | −1,149−25.9% | 減碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 13,000 | $23.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 798 | $21.8 萬 | 0.2% | −219−21.5% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,700 | $21.3 萬 | 0.2% | +26+0.7% | 加碼 | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 913 | $21.2 萬 | 0.2% | −279−23.4% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 3,711 | $21.0 萬 | 0.2% | −827−18.2% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,644 | $20.6 萬 | 0.2% | −62−3.6% | 減碼 | 歷史 |
| FSMFortuna Mining Corp. | Stock | 20,010 | $16.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 27,251 | $16.2 萬 | 0.2% | −4,223−13.4% | 減碼 | 歷史 |
| HLHecla Mining Co | COM | 10,219 | $14.6 萬 | 0.1% | +217+2.2% | 加碼 | 歷史 |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 10,029 | $14.4 萬 | 0.1% | +10,029 | 新進 | 歷史 |
| DNNDenison Mines Corp. | COM | 20,010 | $5.64 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NGNovagold Resources Inc | COM NEW | 10,010 | $5.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRXTRX GOLD Corp | COM | 65,000 | $4.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（8 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SBUXStarbucks Corp | Stock | 8,686 | $92.6 萬 | 0.8% | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 4,090 | $53.1 萬 | 0.5% | – |
| SNYSanofi | SPONSORED ADR | 8,331 | $35.7 萬 | 0.3% | 歷史 |
| INTCIntel Corp | Stock | 2,701 | $32.6 萬 | 0.3% | 歷史 |
| PEPPepsiCo Inc | Stock | 1,507 | $22.9 萬 | 0.2% | 歷史 |
| LAMRLamar Advertising Co | REIT | 1,510 | $22.3 萬 | 0.2% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,304 | $20.8 萬 | 0.2% | 歷史 |
| GSKGSK plc | ADR | 3,965 | $20.2 萬 | 0.2% | 歷史 |