WealthSpring Partners, LLC — Q4 2025 13F 持股

Name: WealthSpring Partners, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001961292

申報總市值

US$1.1億

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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	DFAC	Dimensional US Core Equity 2	ETF-其他	11.61%	-0.49%	-42.51%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	7.83%	-0.53%	-53.36%
3	AGG	Ishares Core U.s. Aggregate	ETF-其他	6.96%	-0.54%	-63.75%
4	PHO	Invesco Water Resources ETF	ETF-其他	6.91%	-0.98%	-47.55%
5	IYK	Ishares US Consumer Staples	ETF-其他	6.66%	-0.32%	+59.91%
6	AAPL	Apple INC	股票-科技	5.50%	-0.80%	-47.23%
7	DFAX	Dimensional World Ex US Core	ETF-其他	4.55%	-0.09%	+14.55%
8	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.97%	—	-48.83%
9	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	3.87%	—	-49.04%
10	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	3.25%	-0.59%	-49.22%
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	3.18%	-0.49%	-66.09%
12	NVDA	Nvidia CORP	股票-科技	3.16%	-0.65%	+485.72%
13	XAR	Ss Spdr S&p Aerospace Def	ETF-其他	2.86%	+0.24%	—
14	AMZN	Amazon.com INC	股票-循環性消費	2.31%	-0.49%	-38.53%
15	GOOGL	Alphabet Inc-cl A	股票-通訊服務	1.99%	-0.40%	-33.72%
16	MSFT	Microsoft CORP	股票-科技	1.88%	-0.56%	-48.06%
17	COST	Costco Wholesale CORP	股票-非循環性消費	1.88%	+0.07%	-50.16%
18	CVX	Chevron CORP	股票-能源	1.49%	+0.45%	-34.12%
19	DFAI	Dimensional International Co	ETF-其他	1.23%	—	-5.83%
20	RTX	Rtx CORP	股票-工業	1.23%	-0.07%	-9.13%
21	JPM	Jpmorgan Chase & Co	股票-金融	1.20%	+0.07%	-46.14%
22	GLD	Spdr Gold Shares	ETF-避險與商品	1.04%	-0.01%	-41.37%
23	IBM	Intl Business Machines CORP	股票-科技	0.96%	-0.24%	-44.23%
24	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.96%	-0.08%	-30.21%
25	MDY	State Street Spdr S&p Midcap	ETF-其他	0.87%	—	-63.29%
26	VCEB	Vanguard Esg US CORP Bond	ETF-投資等級公司債	0.78%	—	-40.58%
27	DFCF	Dimensional Core Fixed INC	ETF-其他	0.78%	+0.76%	—
28	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.75%	-0.17%	-50.94%
29	CSCO	Cisco Systems INC	股票-科技	0.73%	—	-40.20%
30	IHI	Ishares U.s. Medical Devices	ETF-其他	0.51%	-0.12%	-58.80%
31	V	Visa Inc-class A Shares	股票-金融	0.51%	-0.12%	-25.03%
32	HD	Home Depot INC	股票-循環性消費	0.50%	—	-33.15%
33	META	Meta Platforms Inc-class A	股票-通訊服務	0.50%	-0.09%	-13.18%
34	VT	Vanguard Tot World Stk ETF	ETF-其他	0.48%	—	-61.38%
35	JEPI	Jpmorgan Equity Premium Inco	ETF-其他	0.48%	—	-13.04%
36	SYK	Stryker CORP	股票-醫療保健	0.44%	—	-34.44%
37	XOM	Exxon Mobil CORP	股票-能源	0.42%	+0.11%	-39.35%
38	AXP	American Express Co	股票-金融	0.36%	-0.09%	-42.72%
39	BND	Vanguard Total Bond Market	ETF-其他	0.36%	+0.14%	-8.25%
40	SRE	Sempra	股票-公用事業	0.35%	—	-68.20%
41	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.34%	—	-58.01%
42	NUMG	Nuveen Esg Mid-cap Grow ETF	ETF-其他	0.34%	-0.08%	-41.76%
43	PRU	Prudential Financial INC	股票-金融	0.34%	-0.09%	-46.68%
44	SBUX	Starbucks CORP	股票-循環性消費	0.32%	—	-45.15%
45	TIP	Ishares Tips Bond ETF	ETF-其他	0.29%	—	-79.05%
46	CR	Crane Co	股票-工業	0.29%	—	-50.00%
47	DIS	Walt Disney Co/the	股票-通訊服務	0.28%	—	-65.03%
48	AMGN	Amgen INC	股票-醫療保健	0.27%	—	-45.31%
49	CHD	Church & Dwight Co INC	股票-非循環性消費	0.26%	—	-53.34%
50	ABBV	Abbvie INC	股票-醫療保健	0.26%	—	-55.50%

1–50 of 58

本季持股變動

WealthSpring Partners, LLC 於截至 Q4 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	XAR	Ss Spdr S&p Aerospace Def	+2.9%	NEW	新建倉
2	DFAX	Dimensional World Ex US Core	+2.6%	+14.55%	加碼
3	NVDA	Nvidia CORP	+2.2%	+485.72%	加碼
4	DFAC	Dimensional US Core Equity 2	+1.9%	-42.51%	減碼
5	GOOGL	Alphabet Inc-cl A	+1.1%	-33.72%	減碼
6	RTX	Rtx CORP	+0.8%	-9.13%	減碼
7	AMZN	Amazon.com INC	+0.8%	-38.53%	減碼
8	DFCF	Dimensional Core Fixed INC	+0.8%	NEW	新建倉
9	AAPL	Apple INC	+0.7%	-47.23%	減碼
10	DFAI	Dimensional International Co	+0.6%	-5.83%	減碼
11	GLD	Spdr Gold Shares	+0.5%	-41.37%	減碼
12	META	Meta Platforms Inc-class A	+0.3%	-13.18%	減碼
13	NOBL	Proshares S&p 500 Dividend A	+0.3%	NEW	新建倉
14	ESGD	Ishares Trust Ishares Esg Aw	+0.3%	NEW	新建倉
15	IVV	Ishares Core S&p 500 ETF	+0.2%	-53.36%	減碼
16	MSFT	Microsoft CORP	+0.2%	-48.06%	減碼
17	COST	Costco Wholesale CORP	+0.1%	-50.16%	減碼
18	BRK-B	Berkshire Hathaway Inc-cl B	—	-49.22%	減碼
19	XOM	Exxon Mobil CORP	-0.1%	-39.35%	減碼
20	NEE	Nextera Energy INC	-0.1%	-62.95%	減碼
21	VCEB	Vanguard Esg US CORP Bond	-0.1%	-40.58%	減碼
22	VT	Vanguard Tot World Stk ETF	-0.1%	-61.38%	減碼
23	TSLA	Tesla INC	-0.1%	-73.76%	減碼
24	DIS	Walt Disney Co/the	-0.1%	-65.03%	減碼
25	SBUX	Starbucks CORP	-0.1%	-45.15%	減碼
26	VWO	Vanguard Ftse Emerging Marke	-0.2%	-49.04%	減碼
27	CHD	Church & Dwight Co INC	-0.2%	-53.34%	減碼
28	SHY	Ishares 1-3 Year Treasury Bo	-0.2%	EXIT	清倉
29	IHI	Ishares U.s. Medical Devices	-0.2%	-58.80%	減碼
30	INTC	Intel CORP	-0.2%	EXIT	清倉
31	KO	Coca-cola Co/the	-0.2%	EXIT	清倉
32	PEP	Pepsico INC	-0.2%	EXIT	清倉
33	DE	Deere & Co	-0.2%	EXIT	清倉
34	PSA	Public Storage	-0.3%	EXIT	清倉
35	BA	Boeing Co/the	-0.3%	EXIT	清倉
36	WFC	Wells Fargo & Co	-0.3%	EXIT	清倉
37	SHV	Ishares 0-1 Year Treasury Bo	-0.3%	EXIT	清倉
38	MDT	Medtronic plc	-0.3%	EXIT	清倉
39	KMB	Kimberly-clark CORP	-0.3%	EXIT	清倉
40	SRE	Sempra	-0.3%	-68.20%	減碼
41	VTIP	Vanguard Short-term Tips	-0.3%	EXIT	清倉
42	PHO	Invesco Water Resources ETF	-0.3%	-47.55%	減碼
43	CVX	Chevron CORP	-0.3%	-34.12%	減碼
44	MDY	State Street Spdr S&p Midcap	-0.4%	-63.29%	減碼
45	HDV	Ishares Core High Dividend E	-0.6%	EXIT	清倉
46	TIP	Ishares Tips Bond ETF	-0.7%	-79.05%	減碼
47	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.1%	-66.09%	減碼
48	BNDX	Vanguard Total Intl Bond ETF	-1.6%	-48.83%	減碼
49	IYK	Ishares US Consumer Staples	-1.8%	+59.91%	加碼
50	AGG	Ishares Core U.s. Aggregate	-6.2%	-63.75%	減碼