Kw Wealth Management LLC — Q3 2025 13F 持股

Name: Kw Wealth Management LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002078696

申報總市值

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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
1	AAPL	Apple INC	股票-科技	7.38%	-6.85%	EXIT
2	FLOT	Ishares Floating Rate Bond E	ETF-其他	7.31%	-7.84%	EXIT
3	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	7.02%	-6.63%	EXIT
4	MSFT	Microsoft CORP	股票-科技	6.58%	-5.54%	EXIT
5	BND	Vanguard Total Bond Market	ETF-其他	3.85%	-3.22%	EXIT
6	COST	Costco Wholesale CORP	股票-非循環性消費	3.23%	-2.91%	EXIT
7	GOOG	Alphabet Inc-cl C	股票-通訊服務	3.19%	-3.73%	EXIT
8	AMZN	Amazon.com INC	股票-循環性消費	2.77%	-2.66%	EXIT
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	2.45%	-2.37%	EXIT
10	NVDA	Nvidia CORP	股票-科技	2.32%	-2.09%	EXIT
11	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	2.18%	-1.94%	EXIT
12	V	Visa Inc-class A Shares	股票-金融	2.08%	-2.10%	EXIT
13	TBIL	F/m US Treasury 3 Month Bill	ETF-政府公債	2.05%	-4.33%	EXIT
14	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.96%	-1.87%	EXIT
15	VUG	Vanguard Growth ETF	ETF-其他	1.85%	-1.60%	EXIT
16	VV	Vanguard Large-cap ETF	ETF-其他	1.72%	-1.59%	EXIT
17	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.67%	-1.69%	EXIT
18	ABBV	Abbvie INC	股票-醫療保健	1.64%	-1.59%	EXIT
19	UNH	Unitedhealth Group INC	股票-醫療保健	1.58%	-1.34%	EXIT
20	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	1.46%	-1.42%	EXIT
21	WMT	Walmart INC	股票-非循環性消費	1.43%	-1.40%	EXIT
22	JPM	Jpmorgan Chase & Co	股票-金融	1.37%	-1.37%	EXIT
23	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.36%	-1.25%	EXIT
24	PG	Procter & Gamble Co/the	股票-非循環性消費	1.26%	-1.02%	EXIT
25	RIO	Rio Tinto Plc-spon Adr	股票-原物料	1.16%	-1.26%	EXIT
26	JNJ	Johnson & Johnson	股票-醫療保健	1.15%	-1.14%	EXIT
27	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.03%	-0.92%	EXIT
28	SHEL	Shell Plc-adr	股票-能源	1.00%	-1.02%	EXIT
29	CVX	Chevron CORP	股票-能源	0.95%	-0.97%	EXIT
30	SCHX	Schwab US Large-cap ETF	ETF-其他	0.93%	-0.84%	EXIT
31	META	Meta Platforms Inc-class A	股票-通訊服務	0.87%	-0.85%	EXIT
32	NRG	Nrg Energy INC	股票-公用事業	0.86%	-0.79%	EXIT
33	BAC	Bank Of America CORP	股票-金融	0.84%	-0.80%	EXIT
34	MRVL	Marvell Technology INC	股票-科技	0.80%	-0.76%	EXIT
35	VZ	Verizon Communications INC	股票-通訊服務	0.79%	-0.73%	EXIT
36	IAU	Ishares Gold Trust	ETF-避險與商品	0.78%	-0.81%	EXIT
37	AMGN	Amgen INC	股票-醫療保健	0.75%	-0.77%	EXIT
38	KO	Coca-cola Co/the	股票-非循環性消費	0.74%	-0.86%	EXIT
39	ABT	Abbott Laboratories	股票-醫療保健	0.74%	-0.63%	EXIT
40	LMT	Lockheed Martin CORP	股票-工業	0.67%	-0.78%	EXIT
41	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.62%	-0.56%	EXIT
42	XLE	Ss Energy Select Sector	ETF-其他	0.60%	-0.56%	EXIT
43	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.58%	-0.69%	EXIT
44	VGT	Vanguard Info Tech ETF	ETF-科技型	0.58%	-0.52%	EXIT
45	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.57%	-0.54%	EXIT
46	XYLD	Global X S&p 500 Cove Call E	ETF-大型股與成長	0.53%	-0.60%	EXIT
47	PANW	Palo Alto Networks INC	股票-科技	0.53%	—	—
48	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股與成長	0.53%	—	—
49	QYLD	Global X Nasd 100 Cov Call	ETF-其他	0.50%	-0.61%	EXIT
50	VTIP	Vanguard Short-term Tips	ETF-其他	0.47%	—	—

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