Prairieview Wealth Partners, LLC — Q3 2025 13F 持股

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

CIK: 0002011194

申報總市值

US$1.2億

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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	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	24.64%	-3.19%	+2.52%
2	AGG	Ishares Core U.s. Aggregate	ETF-其他	13.11%	-0.82%	+3.14%
3	IWR	Ishares Russell Mid-cap ETF	ETF-其他	9.47%	-0.68%	+2.91%
4	MUB	Ishares National Muni Bond E	ETF-其他	8.56%	-1.05%	-1.77%
5	VTV	Vanguard Value ETF	ETF-其他	8.49%	-0.54%	+2.88%
6	VTWO	Vanguard Russell 2000 ETF	ETF-中小型股	7.42%	-0.55%	+4.09%
7	HELO	Jpmorgan Hedged Equity ETF	ETF-其他	6.70%	-0.72%	+3.94%
8	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股與成長	6.12%	-1.04%	+1.26%
9	IXUS	Ishares Core Intl Stock ETF	ETF-其他	3.82%	-0.27%	+5.31%
10	CCOI	Cogent Communications Holdin	股票-其他	1.97%	-0.22%	+374.29%
11	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.33%	-0.11%	-1.71%
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	1.16%	+0.04%	+107.79%
13	HTRB	Hartford Ttl Rtrn Bnd ETF	ETF-其他	0.77%	+8.96%	-0.34%
14	XYLD	Global X S&p 500 Cove Call E	ETF-大型股與成長	0.74%	-0.09%	-0.46%
15	AXP	American Express Co	股票-金融	0.59%	-0.16%	—
16	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.49%	-0.12%	-0.68%
17	USRT	Ishares Core US Reit ETF	ETF-其他	0.48%	-0.03%	-0.51%
18	MSFT	Microsoft CORP	股票-科技	0.45%	-0.13%	+0.32%
19	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-其他	0.45%	-0.04%	-1.29%
20	RLY	Ss Multi-asset Real Ret ETF	ETF-其他	0.42%	+0.01%	-0.66%
21	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.39%	-0.03%	-0.83%
22	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股與成長	0.38%	-0.02%	+0.04%
23	NVDA	Nvidia CORP	股票-科技	0.38%	-0.05%	+0.52%
24	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.32%	-0.03%	-0.91%
25	VGIT	Vanguard Intermediate-term T	ETF-其他	0.30%	-0.08%	-0.17%
26	USTB	Victoryshares Short-term Bon	ETF-其他	0.30%	-0.08%	-0.21%
27	WWD	Woodward INC	股票-工業	0.29%	+0.02%	—
28	IWB	Ishares Russell 1000 ETF	ETF-其他	0.24%	-0.03%	—
29	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	0.21%	-0.21%	EXIT

本季持股變動

Prairieview Wealth Partners, LLC 於截至 Q3 2025 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
1	CCOI	Cogent Communications Holdin	+1.1%	+374.29%	加碼
2	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.2%	+1.26%	加碼
3	NVDA	Nvidia CORP	+0.1%	+0.52%	加碼
4	MSFT	Microsoft CORP	0%	+0.32%	加碼
5	WWD	Woodward INC	0%	—	不變
6	AXP	American Express Co	0%	—	不變
7	QQQ	Invesco Qqq Trust Series 1	-0.1%	-0.68%	減碼
8	IXUS	Ishares Core Intl Stock ETF	-0.1%	+5.31%	加碼
9	VGIT	Vanguard Intermediate-term T	-0.1%	-0.17%	減碼
10	USTB	Victoryshares Short-term Bon	-0.1%	-0.21%	減碼
11	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.1%	—	減碼
12	SPYV	Ss Spdr P S&p 500 Value ETF	-0.1%	+0.04%	減碼
13	IWR	Ishares Russell Mid-cap ETF	-1%	+2.91%	加碼
14	IVV	Ishares Core S&p 500 ETF	-1.1%	+2.52%	加碼
15	VTV	Vanguard Value ETF	-1.2%	+2.88%	加碼
16	VTWO	Vanguard Russell 2000 ETF	-1.4%	+4.09%	減碼
17	HELO	Jpmorgan Hedged Equity ETF	-1.7%	+3.94%	減碼
18	AGG	Ishares Core U.s. Aggregate	-2.6%	+3.14%	加碼
19	VTEB	Vanguard Tax-exempt Bond ETF	-5.1%	+107.79%	減碼
20	MUB	Ishares National Muni Bond E	—	NEW	新建倉
21	IJR	Ishares Core S&p Small-cap E	—	NEW	新建倉
22	HTRB	Hartford Ttl Rtrn Bnd ETF	—	NEW	新建倉
23	XYLD	Global X S&p 500 Cove Call E	—	NEW	新建倉
24	USRT	Ishares Core US Reit ETF	—	NEW	新建倉
25	HYMB	Ss Spdr N Ice Hy Muni ETF	—	NEW	新建倉
26	RLY	Ss Multi-asset Real Ret ETF	—	NEW	新建倉
27	EEM	Ishares Msci Emerging Market	—	NEW	新建倉
28	SCHE	Schwab Emrg Mrkts Eqty ETF	—	NEW	新建倉
29	SUB	Ishares Short-term National	—	EXIT	清倉
30	IWB	Ishares Russell 1000 ETF	—	NEW	新建倉
31	MRSH	Marsh & Mclennan Cos	—	EXIT	清倉