PALO ALTO WEALTH ADVISORS, LLC
CIK 1964382 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $343.3M
- 持仓
- 64
- 截至
- 2025年9月30日 数据截至 Q3 2025
按 13F 价值排名第 4781（共 9443） · 前 50.6%
投资组合价值同比（季度）：+29.9% 13F不披露现金
- 前十大持仓权重
- 81.86%
- 前二十五大持仓权重
- 95.06%
- 持仓高于 1%
- 16
- 有效持仓数量
- 6.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q3 2025: 4.01% 估计买入 $12178949 · 卖出 $17547024
中位数持有期：4.0 季度 跟踪时间 Q4 2024–Q3 2025 · 97.0% 仍持有
- 新仓位
- 10
- 增加
- 33
- 减少
- 15
- 已结清
- 1
本页内容
行业细分
Communication Services
50.6%
Technology
12.6%
Consumer Discretionary
1.1%
Retail
0.9%
Financials
0.5%
Healthcare
0.3%
Industrials
0.2%
Financial Services
0.1%
Energy
0.1%
其他/未映射
33.5%
完整投资组合 64 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. - Class C Capital Stock | $117190358 | 34.14% | 401695 | $40540361 | 下跌 ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $55426425 | 16.15% | 190266 | $21184214 | 下跌 ×3 | ||
| QUAL | $24699566 | 7.20% | 125685 | $2734874 | 上涨 ×3 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $21222151 | 6.18% | 236775 | $1991911 | 上涨 ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $16022532 | 4.67% | 82950 | $485057 | 下跌 ×1 | ||
| MOAT | $11589780 | 3.38% | 114061 | $-371224 | 下跌 ×3 | ||
| GSIE | $10058305 | 2.93% | 239540 | $1813839 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $8952037 | 2.61% | 32493 | $2116010 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8296731 | 2.42% | 16310 | $299149 | 上涨 ×3 | ||
| JHMM | $7540488 | 2.20% | 115901 | $182164 | 下跌 ×3 | ||
| USFR | $6470127 | 1.88% | 128580 | $-909567 | 下跌 ×1 | ||
| TFLO | $5681424 | 1.66% | 112526 | $1248279 | 上涨 ×1 | ||
| AVMC | $4788100 | 1.39% | 68650 | $1268778 | 上涨 ×1 | ||
| IWB | $4576411 | 1.33% | 12232 | $-181183 | 下跌 ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $4544338 | 1.32% | 5280 | $-883924 | |||
| IQLT | $4420501 | 1.29% | 97842 | $299320 | 上涨 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2859253 | 0.83% | 11478 | $613284 | 上涨 ×1 | ||
| DASH DoorDash, Inc. - Common Stock | $2422206 | 0.71% | 12073 | $-550458 | 上涨 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1876141 | 0.55% | 5331 | $1093985 | 上涨 ×3 | ||
| SPY SPY | $1847285 | 0.54% | 2705 | $184223 | 上涨 ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $1405164 | 0.41% | 10756 | $34841 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1353853 | 0.39% | 4290 | $162314 | 上涨 ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1146089 | 0.33% | 2607 | $350351 | 上涨 ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1020299 | 0.30% | 5343 | $227598 | 下跌 ×1 | ||
| VIG | $920211 | 0.27% | 4205 | $55814 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $904933 | 0.26% | 1443 | $-138047 | 上涨 ×3 | ||
| IVV | $848848 | 0.25% | 1237 | $436470 | 上涨 ×2 | ||
| IJR | $798386 | 0.23% | 6676 | $532355 | 上涨 ×2 | ||
| MUNI | $743711 | 0.22% | 14123 | $42229 | 上涨 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $717458 | 0.21% | 726 | $165869 | 上涨 ×1 | ||
| AVDE | $683785 | 0.20% | 8490 | 上涨 ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $659599 | 0.19% | 7047 | $7059 | 上涨 ×2 | ||
| IJH | $643840 | 0.19% | 9855 | 上涨 ×1 | |||
| PYLD | $587091 | 0.17% | 21890 | $270969 | 上涨 ×3 | ||
| VTI | $528201 | 0.15% | 1573 | $102053 | 上涨 ×1 | ||
| IWM | $517610 | 0.15% | 2119 | $61575 | 上涨 ×3 | ||
| AVLC | $510125 | 0.15% | 6525 | 上涨 ×1 | |||
| USMV | $497699 | 0.14% | 5278 | $-15949 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $496930 | 0.14% | 1707 | $128506 | 上涨 ×1 | ||
| QUS | $479269 | 0.14% | 2765 | $28378 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $478083 | 0.14% | 590 | $69711 | 上涨 ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $460412 | 0.13% | 741 | $143281 | 上涨 ×1 | ||
| VEA | $423836 | 0.12% | 6866 | $103270 | 上涨 ×1 | ||
| IVW | $388210 | 0.11% | 3133 | 上涨 ×1 | |||
| HYD | $384439 | 0.11% | 7541 | $-84289 | 下跌 ×1 | ||
| JCPB | $374458 | 0.11% | 7867 | $-339099 | 下跌 ×3 | ||
| VXF | $369880 | 0.11% | 1760 | $30916 | 上涨 ×2 | ||
| SMH SMH | $335253 | 0.10% | 955 | $68923 | |||
| VOO | $315615 | 0.09% | 503 | $44507 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $306704 | 0.09% | 1582 | $100746 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $293100 | 0.09% | 1241 | $26249 | 上涨 ×1 | ||
| VGT | $291548 | 0.08% | 377 | $41481 | |||
| NFLX Netflix, Inc. - Common Stock | $284110 | 0.08% | 250 | $-31925 | 上涨 ×2 | ||
| EBAY eBay Inc. - Common Stock | $269459 | 0.08% | 3088 | $45037 | 上涨 ×1 | ||
| BRKB | $267424 | 0.08% | 538 | ||||
| OKTA Okta, Inc. - Class A Common Stock | $251776 | 0.07% | 2942 | $-358741 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $246625 | 0.07% | 1038 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $244191 | 0.07% | 4553 | 上涨 ×1 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $241844 | 0.07% | 1616 | $23728 | 上涨 ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $231430 | 0.07% | 1932 | 上涨 ×1 | |||
| AAAU | $228312 | 0.07% | 5600 | 上涨 ×1 | |||
| XHLF | $225461 | 0.07% | 4485 | $-314 | |||
| INMU | $210717 | 0.06% | 8725 | $2817 | 下跌 ×1 | ||
| ITOT | $201001 | 0.06% | 1349 | 上涨 ×1 | |||
| 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）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| QUAL | $24699566 | 7.20% | 上涨 ×3 |
| DGRW | $21222151 | 6.18% | 上涨 ×3 |
| MSFT | $8296731 | 2.42% | 上涨 ×3 |
| IQLT | $4420501 | 1.29% | 上涨 ×3 |
| DASH | $2422206 | 0.71% | 上涨 ×3 |
| AVGO | $1876141 | 0.55% | 上涨 ×3 |
| JPM | $1353853 | 0.39% | 上涨 ×3 |
| TSLA | $1146089 | 0.33% | 上涨 ×3 |
| META | $904933 | 0.26% | 上涨 ×3 |
| MUNI | $743711 | 0.22% | 上涨 ×3 |
| PYLD | $587091 | 0.17% | 上涨 ×3 |
| IWM | $517610 | 0.15% | 上涨 ×3 |
| GS | $478083 | 0.14% | 上涨 ×3 |
| ESGU | $241844 | 0.07% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
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。