LW

Ledgewood Wealth Advisors, LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$1.9億

申報季度: 2026-06-30 · 持股檔數: 77

Ledgewood Wealth Advisors, LLC在最新一期 13F 報告中揭露了 77 項持股，申報期為 2026-06-30，總持股市值約為 US$1.9億，季度換手率為 16.0%。

機構性格雪花圖

集中度
17.72
持倉穩定性
15.99
動能／逆勢
100
產業集中度
46.8
多樣化
100
倉位均衡度
84.37

近期動向

  • 清倉 BSCY

  • 加碼 VBIL

    +54.3%　US$210.1萬

  • 減碼 DFCF

    -5.6%　-US$59.4萬

  • 減碼 DRS

    -63.1%　-US$100.3萬

  • 加碼 QQQ

    -4.0%　US$133.7萬

  • 加碼 DFAE

    +6.9%　US$125.9萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1DFAUDimensional US Core Equity METF-其他8.73%+0.46%-2.29%
2PFSProvident Financial Services股票-其他8.51%+0.43%—
3MSEXMiddlesex Water Co股票-其他7.57%+0.13%—
4DFAIDimensional International CoETF-其他6.33%+0.08%+1.41%
5BSCRInvesco Bulletshares 2027 CbETF-其他5.72%—+0.41%
6DFCFDimensional Core Fixed INCETF-其他5.27%-0.65%-5.62%
7BSCSInvesco Bulletshares 2028 CbETF-其他4.87%-0.13%+3.43%
8BSCTInvesco Bulletshares 2029 CbETF-其他3.99%+0.14%+10.35%
9QQQInvesco Qqq Trust Series 1ETF-科技型3.87%+0.52%-4.04%
10BSCQInvesco Bulletshares 2026 CbETF-其他3.29%-0.34%-3.87%
11VBILVanguard 0-3m T-bill ETFETF-其他3.17%+1.00%+54.33%
12DFAEDimensional Emerging Core EqETF-新興市場3.15%+0.52%+6.89%
13VOOVanguard S&p 500 ETFETF-大型股與成長3.08%+0.24%+0.07%
14BSCUInvesco Bulletshares 2030 CbETF-其他2.89%+0.16%+13.05%
15AAPLApple INC股票-科技2.69%+0.21%+0.62%
16BSCVInvesco Bulletshares 2031 CbETF-其他2.21%-0.06%+3.94%
17BSCXInvesco Bulletshares 2033 CbETF-其他2.19%—+1.25%
18BSCWInvesco Bulletshares 2032 CbETF-其他1.83%-0.41%-13.20%
19GOOGLAlphabet Inc-cl A股票-通訊服務1.53%+0.23%—
20DUKDuke Energy CORP股票-公用事業1.24%——
21GOOGAlphabet Inc-cl C股票-通訊服務1.19%+0.16%—
22JNJJohnson & Johnson股票-醫療保健1.04%—-5.80%
23BSJQInvesco Bulletshares 2026 HyETF-其他0.79%—-5.21%
24ABUSArbutus Biopharma CORP股票-其他0.71%——
25PNCPnc Financial Services Group股票-金融0.67%+0.07%—
26VIGVanguard Dividend Apprec ETFETF-其他0.63%—-8.13%
27ROIVRoivant Sciences Ltd.股票-醫療保健0.62%+0.11%—
28OLEDUniversal Display CORP股票-科技0.58%——
29CATCaterpillar INC股票-工業0.57%+0.16%—
30DDD3d Systems CORP股票-其他0.56%+0.19%-0.37%
31BACBank Of America CORP股票-金融0.53%+0.05%—
32TSLATesla INC股票-循環性消費0.46%+0.03%—
33DFSUDimensional US Sus Core1 ETFETF-其他0.45%+0.03%+0.11%
34AMZNAmazon.com INC股票-循環性消費0.43%+0.03%—
35YOUClear Secure INC -class A股票-科技0.38%——
36CHDChurch & Dwight Co INC股票-非循環性消費0.37%——
37ROKURoku INC股票-通訊服務0.37%+0.10%—
38VSECVse CORP股票-工業0.36%+0.05%—
39PHParker Hannifin CORP股票-工業0.36%——
40JPMJpmorgan Chase & Co股票-金融0.31%——
41EMREmerson Electric Co股票-工業0.31%—-2.43%
42MSFTMicrosoft CORP股票-科技0.30%—+14.08%
43CVXChevron CORP股票-能源0.30%-0.10%—
44BRK-BBerkshire Hathaway Inc-cl B股票-其他0.29%—-18.52%
45DRSLeonardo Drs INC股票-工業0.29%-0.58%-63.15%
46ASMLASML Holding N.V.股票-科技0.29%+0.09%—
47CSCOCisco Systems INC股票-科技0.26%+0.08%—
48IRMIron Mountain INC股票-房地產0.26%——
49PGProcter & Gamble Co/the股票-非循環性消費0.23%——
50BSJSInvesco Bulletshares 2028 HyETF-其他0.22%—+0.50%
1–50 of 77

本季持股變動

Ledgewood Wealth Advisors, LLC 在 2026-06-30 最顯著的持倉異動： 清倉: Invesco Bulletshares 2034 Cb (BSCY); 清倉: Invesco Bulletshares 2035 Cb (BSCZ); 清倉: Honeywell International INC (HON); 新建倉: ; 清倉: Digimarc Corporation (DMRC).

Ledgewood Wealth Advisors, LLC 於截至 2026-06-30 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1VBILVanguard 0-3m T-bill ETF+1%+54.33%加碼
2QQQInvesco Qqq Trust Series 1+0.5%-4.04%減碼
3DFAEDimensional Emerging Core Eq+0.5%+6.89%加碼
4DFAUDimensional US Core Equity M+0.5%-2.29%減碼
5PFSProvident Financial Services+0.4%—不變
6VOOVanguard S&p 500 ETF+0.2%+0.07%加碼
7GOOGLAlphabet Inc-cl A+0.2%—不變
8AAPLApple INC+0.2%+0.62%加碼
9DDD3d Systems CORP+0.2%-0.37%減碼
10✓ +0.2%NEW新建倉
11BSCUInvesco Bulletshares 2030 Cb+0.2%+13.05%加碼
12GOOGAlphabet Inc-cl C+0.2%—不變
13CATCaterpillar INC+0.2%—不變
14MRVLMarvell Technology INC+0.2%NEW新建倉
15BSCTInvesco Bulletshares 2029 Cb+0.1%+10.35%加碼
16SMHVaneck Semiconductor ETF+0.1%NEW新建倉
17GLWCorning INC+0.1%NEW新建倉
18MSEXMiddlesex Water Co+0.1%—不變
19ROIVRoivant Sciences Ltd.+0.1%—不變
20IVOOVanguard S&p Mid-cap 400 ETF+0.1%NEW新建倉
21✓ +0.1%NEW新建倉
22✓ +0.1%NEW新建倉
23VBVanguard Small-cap ETF+0.1%NEW新建倉
24CHCOCity Holding Co+0.1%NEW新建倉
25MRKMerck & Co. INC.+0.1%NEW新建倉
26ROKURoku INC+0.1%—不變
27ASMLASML Holding N.V.+0.1%—不變
28DFAIDimensional International Co+0.1%+1.41%加碼
29CSCOCisco Systems INC+0.1%—不變
30PNCPnc Financial Services Group+0.1%—不變
31HLITHarmonic INC+0.1%-17.27%減碼
32BACBank Of America CORP+0.1%—不變
33VSECVse CORP+0.1%—不變
34XLKSs Technology Select Sector+0.1%—不變
35AMZNAmazon.com INC0%—不變
36TSLATesla INC0%—不變
37DFSUDimensional US Sus Core1 ETF0%+0.11%加碼
38BSCVInvesco Bulletshares 2031 Cb-0.1%+3.94%加碼
39CVXChevron CORP-0.1%—不變
40XOMExxon Mobil CORP-0.1%EXIT清倉
41WTRGEssential Utilities INC-0.1%EXIT清倉
42BSCSInvesco Bulletshares 2028 Cb-0.1%+3.43%加碼
43DMRCDigimarc Corporation-0.2%EXIT清倉
44HONHoneywell International INC-0.2%EXIT清倉
45BSCQInvesco Bulletshares 2026 Cb-0.3%-3.87%減碼
46BSCWInvesco Bulletshares 2032 Cb-0.4%-13.20%減碼
47BSCZInvesco Bulletshares 2035 Cb-0.4%EXIT清倉
48DRSLeonardo Drs INC-0.6%-63.15%減碼
49DFCFDimensional Core Fixed INC-0.7%-5.62%減碼
50BSCYInvesco Bulletshares 2034 Cb-2.4%EXIT清倉

FAQ

Ledgewood Wealth Advisors, LLC 是什麼機構？屬於哪種投資人類型？
Ledgewood Wealth Advisors, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-06-30），該機構追蹤的股票投資組合估值約為 US$1.9億，分佈在 77 個已申報部位之中。
Ledgewood Wealth Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Ledgewood Wealth Advisors, LLC 按市值排列的前幾大持股為： 1. Dimensional US Core Equity M (DFAU) — US$1644.6萬 (8.7%) 2. Provident Financial Services (PFS) — US$1603.1萬 (8.5%) 3. Middlesex Water Co (MSEX) — US$1426.6萬 (7.6%) 4. Dimensional International Co (DFAI) — US$1192.7萬 (6.3%) 5. Invesco Bulletshares 2027 Cb (BSCR) — US$1078.1萬 (5.7%)
Ledgewood Wealth Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Ledgewood Wealth Advisors, LLC 共進行了 34 項顯著調整：新建倉 10 個部位、加碼 10 個既有持股、減碼 8 個部位，並完全清倉 6 個持股。 其中幅度最大的異動：清倉: Invesco Bulletshares 2034 Cb (BSCY); 清倉: Invesco Bulletshares 2035 Cb (BSCZ); 清倉: Honeywell International INC (HON); 新建倉: ; 清倉: Digimarc Corporation (DMRC)
Ledgewood Wealth Advisors, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Ledgewood Wealth Advisors, LLC 的主要板塊分佈如下： • Information Technology: 27.6% • Communication Services: 17.7% • Industrials: 11.9% • Health Care: 11.3% • Financials: 9.2% • Utilities: 8.0%