E-Wealth Partners, LLC
- SEC CIK
- 0002129940
- 最新申報
- 2026/8/17
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/17 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 59
- 較 2026 年第 1 季 +4
- 總值
- $1.38 億
- 較 2026 年第 1 季 +$1,492 萬 (+12.1%)
| 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 | 205,972 | $3,384 萬 | 24.5% | +11,893+6.1% | 加碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 174,700 | $955.1 萬 | 6.9% | +16,825+10.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 31,552 | $913.0 萬 | 6.6% | −3,226−9.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 34,384 | $835.5 萬 | 6.0% | +2,282+7.1% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 192,898 | $805.0 萬 | 5.8% | +13,175+7.3% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 196,011 | $796.6 萬 | 5.8% | +2,315+1.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 112,873 | $773.5 萬 | 5.6% | +11,414+11.2% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 84,270 | $751.7 萬 | 5.4% | +5,926+7.6% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 34,703 | $357.6 萬 | 2.6% | +553+1.6% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 74,115 | $328.8 萬 | 2.4% | −4,884−6.2% | 減碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 67,295 | $325.3 萬 | 2.4% | −30,101−30.9% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 72,587 | $247.7 萬 | 1.8% | +5,021+7.4% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 29,550 | $242.1 萬 | 1.8% | +16+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 36,389 | $242.0 萬 | 1.7% | −1,889−4.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 10,607 | $212.2 萬 | 1.5% | −4,498−29.8% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 54,601 | $203.4 萬 | 1.5% | −1,395−2.5% | 減碼 | – |
| Dimensional ETF Trust25434V542 | INTL VEC EQU ETF | 23,773 | $166.4 萬 | 1.2% | −891−3.6% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,591 | $150.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 29,799 | $142.3 萬 | 1.0% | +3,165+11.9% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 45,960 | $133.1 萬 | 1.0% | +3,416+8.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,293 | $101.9 萬 | 0.7% | −220−2.1% | 減碼 | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 34,103 | $99.5 萬 | 0.7% | −4,928−12.6% | 減碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 17,203 | $92.2 萬 | 0.7% | −503−2.8% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 18,239 | $85.0 萬 | 0.6% | +7,229+65.7% | 加碼 | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 12,439 | $81.6 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 9,049 | $80.5 萬 | 0.6% | −879−8.9% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,499 | $71.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 38,307 | $70.6 萬 | 0.5% | +1,142+3.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,786 | $63.8 萬 | 0.5% | −130−6.8% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 14,622 | $62.5 萬 | 0.5% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 14,000 | $59.7 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 10,674 | $57.7 萬 | 0.4% | −947−8.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,462 | $54.5 萬 | 0.4% | −1,328−47.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,297 | $53.9 萬 | 0.4% | +59+4.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,472 | $47.5 萬 | 0.3% | −43−1.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,295 | $45.6 萬 | 0.3% | −137−1.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,936 | $40.9 萬 | 0.3% | −528−7.1% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 8,695 | $39.2 萬 | 0.3% | +2,930+50.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,476 | $39.0 萬 | 0.3% | −2,454−30.9% | 減碼 | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 6,262 | $38.7 萬 | 0.3% | −9−0.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,073 | $37.9 萬 | 0.3% | −87−7.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 546 | $37.5 萬 | 0.3% | −425−43.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,541 | $36.7 萬 | 0.3% | −695−31.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,232 | $36.6 萬 | 0.3% | −89−2.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 381 | $35.6 萬 | 0.3% | −12−3.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 940 | $35.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 307 | $35.4 萬 | 0.3% | +307 | 新進 | 歷史 |
| WisdomTree Tr97717W877 | GLB HIGH DIV FD | 5,152 | $35.4 萬 | 0.3% | +66+1.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,170 | $31.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,002 | $31.1 萬 | 0.2% | −574−10.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 551 | $31.0 萬 | 0.2% | −185−25.1% | 減碼 | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 6,400 | $28.9 萬 | 0.2% | +6,400 | 新進 | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 5,494 | $28.6 萬 | 0.2% | +5,494 | 新進 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,255 | $26.8 萬 | 0.2% | −766−19.0% | 減碼 | – |
| WMWaste Management Inc | Stock | 1,141 | $25.4 萬 | 0.2% | −52−4.4% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 121 | $24.1 萬 | 0.2% | +121 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 1,954 | $22.3 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 8,051 | $21.9 萬 | 0.2% | +8,051 | 新進 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 2,890 | $20.2 萬 | 0.1% | +2,890 | 新進 | – |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。