Cpwa, LLC
- SEC CIK
- 0002134744
- 最新申報
- 2026/7/30
2026 年第 1 季持倉
持倉截至 2026/3/31,2026/5/13 申報。只含多頭部位。
- 持股檔數
- 90
- 2025 年第 4 季沒有申報
- 總值
- $8,370 萬
- 2025 年第 4 季沒有申報
Cpwa, LLC 沒有申報 2025 年第 4 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 261,433 | $892.3 萬 | 10.7% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 64,897 | $616.7 萬 | 7.4% | – | – | – |
| AAPLApple Inc. | Stock | 14,884 | $435.6 萬 | 5.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 67,349 | $409.0 萬 | 4.9% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 128,527 | $408.1 萬 | 4.9% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,980 | $297.8 萬 | 3.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,737 | $288.8 萬 | 3.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,012 | $248.1 萬 | 3.0% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,907 | $229.6 萬 | 2.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 9,701 | $212.9 萬 | 2.5% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 8,365 | $200.8 萬 | 2.4% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 30,349 | $181.2 萬 | 2.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,273 | $161.0 萬 | 1.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 4,271 | $128.1 萬 | 1.5% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,355 | $125.6 萬 | 1.5% | – | – | 歷史 |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 43,532 | $118.4 萬 | 1.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 20,005 | $111.7 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,439 | $103.0 萬 | 1.2% | – | – | – |
| AMATApplied Materials Inc | Stock | 2,259 | $100.2 萬 | 1.2% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,731 | $99.8 萬 | 1.2% | – | – | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 10,754 | $94.2 萬 | 1.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 6,565 | $94.1 萬 | 1.1% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 13,712 | $86.7 萬 | 1.0% | – | – | – |
| CVXChevron Corp | Stock | 4,689 | $86.6 萬 | 1.0% | – | – | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 3,163 | $85.2 萬 | 1.0% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 9,306 | $84.5 萬 | 1.0% | – | – | – |
| BlackRock ETF Trust09290C715 | DISC VOLA EQ ETF | 29,746 | $77.5 萬 | 0.9% | – | – | – |
| VVisa Inc. | Stock | 2,252 | $72.9 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,298 | $71.6 萬 | 0.9% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 16,626 | $70.5 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,074 | $64.3 萬 | 0.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,858 | $63.3 萬 | 0.8% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 4,918 | $59.5 萬 | 0.7% | – | – | – |
| INTCIntel Corp | Stock | 4,477 | $57.9 萬 | 0.7% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 598 | $57.8 萬 | 0.7% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,750 | $55.8 萬 | 0.7% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,192 | $54.7 萬 | 0.7% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,333 | $53.9 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,963 | $53.9 萬 | 0.6% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,310 | $52.2 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,076 | $51.6 萬 | 0.6% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,532 | $50.5 萬 | 0.6% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,176 | $50.4 萬 | 0.6% | – | – | 歷史 |
| NVSNovartis AG | ADR | 3,337 | $48.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,933 | $47.7 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,324 | $46.2 萬 | 0.6% | – | – | – |
| iShares Inc464286285 | JP MRGN EM HI BD | 11,332 | $45.9 萬 | 0.5% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 4,037 | $44.9 萬 | 0.5% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 5,924 | $40.0 萬 | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 571 | $38.8 萬 | 0.5% | – | – | – |
| ORCLOracle Corp | Stock | 1,999 | $38.7 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,010 | $38.4 萬 | 0.5% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 481 | $38.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,225 | $37.0 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 2,177 | $36.9 萬 | 0.4% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,556 | $36.7 萬 | 0.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 4,534 | $36.6 萬 | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 4,505 | $35.4 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 753 | $33.5 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,615 | $32.7 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 6,430 | $32.5 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,101 | $32.5 萬 | 0.4% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,818 | $32.3 萬 | 0.4% | – | – | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 4,030 | $30.2 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,408 | $29.3 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 1,935 | $29.0 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 388 | $28.8 萬 | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 2,718 | $28.7 萬 | 0.3% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,518 | $28.2 萬 | 0.3% | – | – | – |
| MMM3M Co | Stock | 1,946 | $27.9 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 10,681 | $27.6 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,832 | $27.4 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,347 | $27.3 萬 | 0.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 1,977 | $26.3 萬 | 0.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 1,440 | $26.2 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 10,262 | $25.5 萬 | 0.3% | – | – | 歷史 |
| BLKBlackRock, Inc. | Stock | 234 | $25.3 萬 | 0.3% | – | – | 歷史 |
| ORealty Income Corp | REIT | 3,962 | $24.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 1,713 | $24.0 萬 | 0.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,523 | $23.7 萬 | 0.3% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,156 | $23.5 萬 | 0.3% | – | – | – |
| HONHoneywell International Inc | COM | 1,048 | $23.0 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 861 | $22.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,662 | $22.1 萬 | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 2,579 | $22.0 萬 | 0.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,808 | $21.8 萬 | 0.3% | – | – | – |
| CTVACorteva, Inc. | Stock | 2,545 | $21.1 萬 | 0.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 1,411 | $21.0 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 1,142 | $20.4 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,615 | $20.1 萬 | 0.2% | – | – | 歷史 |