E-Wealth Partners, LLC
- SEC CIK
- 0002129940
- 最新申報
- 2026/8/17
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/5/13 申報。只含多頭部位。
- 持股檔數
- 57
- 2025 年第 3 季沒有申報
- 總值
- $1.19 億
- 2025 年第 3 季沒有申報
E-Wealth 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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 184,230 | $2,739 萬 | 23.0% | – | – | – |
| AAPLApple Inc. | Stock | 35,046 | $952.8 萬 | 8.0% | – | – | 歷史 |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 149,047 | $808.4 萬 | 6.8% | – | – | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 97,013 | $666.9 萬 | 5.6% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 29,851 | $632.2 萬 | 5.3% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 164,206 | $624.5 萬 | 5.2% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 182,507 | $603.7 萬 | 5.1% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 73,288 | $603.3 萬 | 5.1% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 97,114 | $467.8 萬 | 3.9% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 33,380 | $313.7 萬 | 2.6% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 63,817 | $252.7 萬 | 2.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 13,181 | $245.8 萬 | 2.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 28,012 | $207.8 萬 | 1.7% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 62,156 | $196.8 萬 | 1.7% | – | – | – |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 31,339 | $187.3 萬 | 1.6% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 48,944 | $168.7 萬 | 1.4% | – | – | – |
| Dimensional ETF Trust25434V542 | INTL VEC EQU ETF | 21,171 | $137.8 萬 | 1.2% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 25,345 | $121.5 萬 | 1.0% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 13,810 | $113.9 萬 | 1.0% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 39,134 | $103.4 萬 | 0.9% | – | – | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 42,407 | $98.8 萬 | 0.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,555 | $95.4 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,897 | $91.8 萬 | 0.8% | – | – | 歷史 |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 16,316 | $85.9 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 15,076 | $75.2 萬 | 0.6% | – | – | – |
| TSLATesla, Inc. | Stock | 1,489 | $67.0 萬 | 0.6% | – | – | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 36,067 | $63.7 萬 | 0.5% | – | – | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 12,429 | $63.2 萬 | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 991 | $62.1 萬 | 0.5% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 9,749 | $58.0 萬 | 0.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,800 | $56.3 萬 | 0.5% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,551 | $54.6 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,211 | $51.0 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,154 | $50.9 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,262 | $49.5 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 10,991 | $47.7 萬 | 0.4% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,499 | $45.6 萬 | 0.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 12,570 | $40.5 萬 | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,228 | $40.5 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,367 | $40.5 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 11,843 | $40.0 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,406 | $39.2 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 564 | $37.2 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,155 | $35.3 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,155 | $35.1 萬 | 0.3% | – | – | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 6,068 | $34.4 萬 | 0.3% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,705 | $34.3 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,085 | $34.0 萬 | 0.3% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 1,957 | $31.5 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W877 | GLB HIGH DIV FD | 5,066 | $31.2 萬 | 0.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 804 | $27.8 萬 | 0.2% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,134 | $24.9 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 5,763 | $24.7 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 823 | $24.4 萬 | 0.2% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,252 | $22.7 萬 | 0.2% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,177 | $20.7 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 189 | $20.3 萬 | 0.2% | – | – | 歷史 |