E-Wealth Partners, LLC
- SEC CIK
- 0002129940
- 最新申報
- 2026/8/17
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/6/11 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 55
- 較 2025 年第 4 季 −2
- 總值
- $1.23 億
- 較 2025 年第 4 季 +$438.2 萬 (+3.7%)
| 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 | 194,079 | $2,764 萬 | 22.4% | +9,849+5.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 34,778 | $882.6 萬 | 7.2% | −268−0.8% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 157,875 | $854.7 萬 | 6.9% | +8,828+5.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 32,102 | $697.4 萬 | 5.7% | +2,251+7.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 101,459 | $693.5 萬 | 5.6% | +4,446+4.6% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 193,696 | $669.2 萬 | 5.4% | +11,189+6.1% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 78,344 | $664.7 萬 | 5.4% | +5,056+6.9% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 179,723 | $660.7 萬 | 5.4% | +15,517+9.4% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 97,396 | $466.8 萬 | 3.8% | +282+0.3% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 34,150 | $341.0 萬 | 2.8% | +770+2.3% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 78,999 | $307.0 萬 | 2.5% | +15,182+23.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 15,105 | $263.4 萬 | 2.1% | +1,924+14.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 38,278 | $227.2 萬 | 1.8% | +6,939+22.1% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 67,566 | $217.7 萬 | 1.8% | +5,410+8.7% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 29,534 | $209.4 萬 | 1.7% | +1,522+5.4% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 55,996 | $199.0 萬 | 1.6% | +7,052+14.4% | 加碼 | – |
| Dimensional ETF Trust25434V542 | INTL VEC EQU ETF | 24,664 | $166.6 萬 | 1.3% | +3,493+16.5% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 26,634 | $127.5 萬 | 1.0% | +1,289+5.1% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 42,544 | $113.1 萬 | 0.9% | +3,410+8.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,513 | $104.4 萬 | 0.8% | +958+10.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,790 | $103.3 萬 | 0.8% | +893+47.1% | 加碼 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 39,031 | $99.0 萬 | 0.8% | −3,376−8.0% | 減碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 17,706 | $92.9 萬 | 0.8% | +1,390+8.5% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 9,928 | $83.0 萬 | 0.7% | −3,882−28.1% | 減碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 37,165 | $63.7 萬 | 0.5% | +1,098+3.0% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 11,621 | $61.3 萬 | 0.5% | −3,455−22.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,515 | $59.6 萬 | 0.5% | +148+4.4% | 加碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 12,439 | $58.1 萬 | 0.5% | +10+0.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 971 | $58.0 萬 | 0.5% | −20−2.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,512 | $56.2 萬 | 0.5% | +23+1.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,916 | $55.1 萬 | 0.4% | +116+6.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,591 | $52.7 萬 | 0.4% | +40+1.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,930 | $50.8 萬 | 0.4% | −224−2.7% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,499 | $50.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 14,000 | $50.1 萬 | 0.4% | +2,157+18.2% | 加碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 14,622 | $49.4 萬 | 0.4% | +2,052+16.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,236 | $46.6 萬 | 0.4% | +25+1.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 11,010 | $45.2 萬 | 0.4% | +19+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,464 | $44.4 萬 | 0.4% | −798−9.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 736 | $42.1 萬 | 0.3% | +172+30.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,321 | $41.3 萬 | 0.3% | +166+5.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,432 | $40.9 萬 | 0.3% | +26+0.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 393 | $39.2 萬 | 0.3% | +393 | 新進 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 6,271 | $36.7 萬 | 0.3% | +203+3.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,169 | $36.3 萬 | 0.3% | +14+1.2% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,576 | $34.9 萬 | 0.3% | −129−2.3% | 減碼 | – |
| WisdomTree Tr97717W877 | GLB HIGH DIV FD | 5,086 | $33.7 萬 | 0.3% | +20+0.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,238 | $33.5 萬 | 0.3% | +10+0.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,160 | $33.3 萬 | 0.3% | +75+6.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 940 | $29.1 萬 | 0.2% | +136+16.9% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 4,021 | $28.6 萬 | 0.2% | +769+23.6% | 加碼 | – |
| NKENIKE, Inc. | Stock | 5,276 | $27.9 萬 | 0.2% | +5,276 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 1,193 | $27.4 萬 | 0.2% | +59+5.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 5,765 | $24.4 萬 | 0.2% | +20.0% | 加碼 | – |
| SHOPShopify Inc. | Stock | 1,957 | $23.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
選擇權（1 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 |
|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | $40.7 萬 | – |
2025 年第 4 季之後清倉（4 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 |
|---|---|---|---|---|---|
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 9,749 | $58.0 萬 | 0.5% | – |
| IBMInternational Business Machines Corp | Stock | 823 | $24.4 萬 | 0.2% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,177 | $20.7 萬 | 0.2% | – |
| LLYEli Lilly & Co | Stock | 189 | $20.3 萬 | 0.2% | 歷史 |