O'Brien Wealth Partners LLC
CIK 1689874 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $756.2M
- 持仓
- 110
- 截至
- 2025年12月31日 数据截至 Q4 2025
按 13F 价值排名第 2943（共 9443） · 前 31.2%
投资组合价值同比（季度）：+2.4% 13F不披露现金
- 前十大持仓权重
- 68.60%
- 前二十五大持仓权重
- 94.39%
- 持仓高于 1%
- 21
- 有效持仓数量
- 18.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q4 2025: 1.47% 估计买入 $12027553 · 卖出 $10984051
中位数持有期：5.0 季度 跟踪时间 Q4 2024–Q4 2025 · 89.4% 仍持有
- 新仓位
- 21
- 增加
- 20
- 减少
- 35
- 已结清
- 8
本页内容
行业细分
Technology
2.3%
Healthcare
0.8%
Consumer Discretionary
0.5%
Communication Services
0.5%
Industrials
0.5%
Retail
0.3%
Financials
0.2%
Communications
0.1%
Packaging
0.1%
Materials
0.1%
Financial Services
0.1%
Consumer products
0.0%
Consumer Staples
0.0%
Energy
0.0%
Utilities
0.0%
其他/未映射
94.6%
完整投资组合 110 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $66563594 | 8.80% | 447667 | $818391 | 下跌 ×4 | ||
| SPYM | $65166792 | 8.62% | 812351 | $1079477 | 下跌 ×3 | ||
| USMC Principal U.S. Mega-Cap ETF | $61175152 | 8.09% | 893720 | $-599016 | 下跌 ×4 | ||
| DBEF | $57691144 | 7.63% | 1199151 | $1522786 | 下跌 ×4 | ||
| HDEF | $55105696 | 7.29% | 1778177 | $2590408 | 下跌 ×2 | ||
| COWZ | $50041008 | 6.62% | 831660 | $2159164 | 下跌 ×1 | ||
| JMTG | $49322648 | 6.52% | 965974 | $760469 | 上涨 ×1 | ||
| VTI | $43852226 | 5.80% | 130797 | $543308 | 下跌 ×4 | ||
| SPTI | $41832666 | 5.53% | 1450509 | $803981 | 上涨 ×2 | ||
| XCEM | $28040138 | 3.71% | 730973 | $1052137 | 下跌 ×2 | ||
| SPTL | $24568235 | 3.25% | 928154 | $-867695 | 下跌 ×1 | ||
| CVLC | $23408022 | 3.10% | 277873 | $620248 | 下跌 ×2 | ||
| VUG | $22212081 | 2.94% | 45530 | $79718 | 下跌 ×1 | ||
| IWV | $19487935 | 2.58% | 50376 | $400314 | 上涨 ×1 | ||
| IWF | $17630011 | 2.33% | 37249 | $-752383 | 下跌 ×4 | ||
| AAPL Apple Inc. - Common Stock | $12378058 | 1.64% | 45531 | $-3083579 | 下跌 ×4 | ||
| NULV | $12171511 | 1.61% | 270178 | $413352 | 上涨 ×1 | ||
| SPTS | $11899327 | 1.57% | 406398 | $230292 | 上涨 ×2 | ||
| VGLT Vanguard Long-Term Treasury ETF | $10679408 | 1.41% | 191387 | $1349593 | 上涨 ×3 | ||
| NULG | $10078192 | 1.33% | 103049 | $-395484 | 下跌 ×2 | ||
| CVIE | $8534999 | 1.13% | 119705 | $278481 | 下跌 ×2 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $6677930 | 0.88% | 151187 | $67626 | 下跌 ×2 | ||
| VSGX | $6425245 | 0.85% | 89713 | $99811 | 下跌 ×2 | ||
| VOO | $5067210 | 0.67% | 8080 | $556419 | 上涨 ×3 | ||
| MCD McDonald's Corporation Common Stock | $3818515 | 0.50% | 12494 | $22038 | 上涨 ×4 | ||
| VXUS Vanguard Total International Stock ETF | $2987650 | 0.40% | 39603 | $78414 | |||
| MSFT Microsoft Corporation - Common Stock | $2198699 | 0.29% | 4546 | $-279167 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2195659 | 0.29% | 6997 | $492757 | 上涨 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1777521 | 0.24% | 1654 | $514756 | 下跌 ×1 | ||
| BRKA | $1509600 | 0.20% | 2 | $1200 | |||
| AGG | $1506690 | 0.20% | 15085 | $1155715 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1452225 | 0.19% | 2535 | $242650 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1336663 | 0.18% | 4148 | $29169 | 上涨 ×4 | ||
| LFST LifeStance Health Group, Inc. - Common Stock | $1255732 | 0.17% | 178371 | $274691 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1156870 | 0.15% | 5012 | $56385 | |||
| SDY | $992668 | 0.13% | 7133 | $-700 | 上涨 ×4 | ||
| USMV | $858645 | 0.11% | 9119 | $-110832 | 下跌 ×1 | ||
| IVV | $832202 | 0.11% | 1215 | $19002 | |||
| XLK XLK | $823508 | 0.11% | 5720 | $17388 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $786322 | 0.10% | 2512 | $175824 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $757898 | 0.10% | 9839 | $84714 | |||
| DFAC | $705494 | 0.09% | 17820 | 上涨 ×1 | |||
| GLW Corning Incorporated Common Stock | $680691 | 0.09% | 7774 | $23385 | 下跌 ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $635964 | 0.08% | 2345 | $59797 | |||
| ABBV AbbVie Inc. Common Stock | $627205 | 0.08% | 2745 | $-8372 | |||
| HD Home Depot, Inc. (The) Common Stock | $609745 | 0.08% | 1772 | $-112709 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $593306 | 0.08% | 3044 | $-264195 | 下跌 ×1 | ||
| SPY SPY | $580314 | 0.08% | 851 | $13395 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $560720 | 0.07% | 5327 | $114212 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $557062 | 0.07% | 2692 | $58139 | 上涨 ×2 | ||
| IWB | $555679 | 0.07% | 1488 | $11845 | |||
| ABT Abbott Laboratories Common Stock | $536993 | 0.07% | 4286 | $-38011 | 下跌 ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $536778 | 0.07% | 3094 | $-31499 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $529682 | 0.07% | 2888 | $46515 | |||
| ATR AptarGroup, Inc. Common Stock | $529062 | 0.07% | 4338 | $-50755 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $527388 | 0.07% | 2135 | $-55415 | 下跌 ×1 | ||
| AME AMETEK, Inc. | $522925 | 0.07% | 2547 | $44089 | |||
| IBM International Business Machines Corporation Common Stock | $514119 | 0.07% | 1736 | $26562 | 上涨 ×2 | ||
| DFUV | $510626 | 0.07% | 10960 | 上涨 ×1 | |||
| DUHP | $504278 | 0.07% | 13260 | 上涨 ×1 | |||
| MTUM | $500620 | 0.07% | 2000 | 上涨 ×1 | |||
| BN Brookfield Corporation Class A Limited Voting Shares | $480698 | 0.06% | 10475 | $1735 | 上涨 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $474927 | 0.06% | 1451 | $65455 | |||
| UPWK Upwork Inc. - Common Stock | $467177 | 0.06% | 23571 | $29464 | |||
| BSV | $456231 | 0.06% | 5789 | 上涨 ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $437025 | 0.06% | 6013 | $29062 | 下跌 ×1 | ||
| VEA | $360202 | 0.05% | 5766 | 上涨 ×1 | |||
| DFIC | $360004 | 0.05% | 10447 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $359184 | 0.05% | 544 | $-40132 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $349551 | 0.05% | 3676 | $7757 | |||
| PG Procter & Gamble Company (The) Common Stock | $343289 | 0.05% | 2395 | $-31883 | 下跌 ×1 | ||
| BRKB | $333257 | 0.04% | 663 | $-60 | |||
| VB | $332951 | 0.04% | 1291 | ||||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $253267 | 0.03% | 11541 | 上涨 ×1 | |||
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | $253261 | 0.03% | 11324 | 上涨 ×1 | |||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $253214 | 0.03% | 11269 | 上涨 ×1 | |||
| IBTK iShares iBonds Dec 2030 Term Treasury ETF | $252905 | 0.03% | 12744 | 上涨 ×1 | |||
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | $252883 | 0.03% | 11055 | 上涨 ×1 | |||
| BNDX Vanguard Total International Bond ETF | $245852 | 0.03% | 5088 | 上涨 ×1 | |||
| DFIV | $243612 | 0.03% | 4882 | 上涨 ×1 | |||
| DIHP | $237171 | 0.03% | 7490 | 上涨 ×1 | |||
| IMTM | $231887 | 0.03% | 4834 | 上涨 ×1 | |||
| AVSC | $210289 | 0.03% | 3580 | 上涨 ×1 | |||
| LPLA LPL Financial Holdings Inc. - Common Stock | $202158 | 0.03% | 566 | ||||
| NVDA NVIDIA Corporation - Common Stock | $185582 | 0.02% | 995 | $-12764 | 下跌 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $145585 | 0.02% | 301 | $-5176 | 下跌 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $124424 | 0.02% | 810 | $7347 | |||
| KO Coca-Cola Company (The) Common Stock | $108570 | 0.01% | 1553 | $-6208 | 下跌 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $88811 | 0.01% | 738 | $5601 | |||
| PEP PepsiCo, Inc. - Common Stock | $87834 | 0.01% | 612 | $1744 | 下跌 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $79639 | 0.01% | 700 | $-511 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $76610 | 0.01% | 431 | $-2013 | |||
| NSC Norfolk Southern Corporation Common Stock | $67849 | 0.01% | 235 | $-2747 | |||
| V Visa Inc. | $56114 | 0.01% | 160 | $1493 | |||
| AVGO Broadcom Inc. - Common Stock | $50877 | 0.01% | 147 | $2050 | 下跌 ×1 | ||
| GE GE Aerospace Common Stock | $39736 | 0.01% | 129 | $930 | |||
| TSLA Tesla, Inc. - Common Stock | $35528 | 0.00% | 79 | $395 | |||
| GEV GE Vernova Inc. Common Stock | $24182 | 0.00% | 37 | $1431 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $20137 | 0.00% | 61 | $-1272 | 下跌 ×3 | ||
| APH Amphenol Corporation Common Stock | $16217 | 0.00% | 120 | $1367 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| DFAC | $705494 | 17820 | 0.09% |
| DFUV | $510626 | 10960 | 0.07% |
| DUHP | $504278 | 13260 | 0.07% |
| MTUM | $500620 | 2000 | 0.07% |
| BSV | $456231 | 5789 | 0.06% |
| VEA | $360202 | 5766 | 0.05% |
| DFIC | $360004 | 10447 | 0.05% |
| VB | $332951 | 1291 | 0.04% |
| IBTJ | $253267 | 11541 | 0.03% |
| IBTI | $253261 | 11324 | 0.03% |
| IBTH | $253214 | 11269 | 0.03% |
| IBTK | $252905 | 12744 | 0.03% |
| IBTG | $252883 | 11055 | 0.03% |
| BNDX | $245852 | 5088 | 0.03% |
| DFIV | $243612 | 4882 | 0.03% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| QQQM | 2025年9月30日 | 1200 | $272520 | |
| KMB | 2025年12月31日 | 1948 | $242214 | 7.5% |
| VB | 2025年3月31日 | 924 | $221960 | 不再跟踪 |
| LPLA | 2025年9月30日 | 566 | $212233 | 7.8% |
| CARR | 2025年12月31日 | 2881 | $171968 | 15.3% |
| PAYX | 2025年12月31日 | 1279 | $162126 | 8.8% |
| ACN | 2025年9月30日 | 388 | $115969 | -26.0% |
| CVX | 2025年12月31日 | 682 | $105908 | 35.5% |
| PEP | 2025年6月30日 | 652 | $97761 | 8.0% |
| AMAT | 2025年3月31日 | 598 | $97258 | 240.5% |
| COST | 2025年12月31日 | 93 | $86084 | 9.4% |
| VZ | 2025年12月31日 | 1224 | $53802 | 21.4% |
| PFE | 2025年12月31日 | 1907 | $48590 | 12.7% |
| BKNG | 2025年9月30日 | 6 | $34735 | -96.2% |
| T | 2025年9月30日 | 897 | $25959 | -10.2% |
| INTU | 2025年9月30日 | 4 | $3151 | -47.2% |
| ORCL | 2025年3月31日 | 15 | $2513 | 4.8% |
| ADP | 2025年3月31日 | 4 | $1171 | -8.7% |
| AFL | 2025年12月31日 | 9 | $1005 | 6.1% |