PALO ALTO WEALTH ADVISORS, LLC

CIK 1964382 · 在 SEC EDGAR 上查看 ↗

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

新仓位10

增加33

减少15

已结清1

投资组合价值 $343.3M 按 13F 价值排名第 4898（共 9339） · 前 52.4%

持仓 64

截至 2025年9月30日数据截至 Q3 2025

行业细分

Communication Services 50.6%

Technology 12.6%

Consumer Discretionary 1.1%

Retail 0.9%

Financials 0.7%

Healthcare 0.3%

Industrials 0.2%

Energy 0.1%

其他/未映射 33.4%

完整投资组合 64 持仓

					连胜
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 iShares Trust	$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 VanEck ETF Trust	$11589780	3.38%	114061	$-371224	下跌 ×3
GSIE Goldman Sachs ActiveBeta International Equity ETF	$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 John Hancock Multifactor Mid Cap ETF	$7540488	2.20%	115901	$182164	下跌 ×3
USFR WisdomTree Floating Rate Treasury Fund	$6470127	1.88%	128580	$-909567	下跌 ×1
TFLO iShares Treasury Floating Rate Bond ETF	$5681424	1.66%	112526	$1248279	上涨 ×1
AVMC AMERICAN CENTURY ETF TRUST	$4788100	1.39%	68650	$1268778	上涨 ×1
IWB iShares Trust	$4576411	1.33%	12232	$-181183	下跌 ×1
NOW ServiceNow, Inc. Common Stock	$4544338	1.32%	5280	$-883924
IQLT iShares Trust	$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 Vanguard Div Appreciation ETF	$920211	0.27%	4205	$55814
META Meta Platforms, Inc. - Class A Common Stock	$904933	0.26%	1443	$-138047	上涨 ×3
IVV iShares Core S&P 500 ETF	$848848	0.25%	1237	$436470	上涨 ×2
IJR iShares Trust	$798386	0.23%	6676	$532355	上涨 ×2
MUNI PIMCO ETF Trust	$743711	0.22%	14123	$42229	上涨 ×3
LLY Eli Lilly and Company Common Stock	$717458	0.21%	726	$165869	上涨 ×1
AVDE AMERICAN CENTURY ETF TRUST	$683785	0.20%	8490		上涨 ×1
UBER Uber Technologies, Inc. Common Stock	$659599	0.19%	7047	$7059	上涨 ×2
IJH iShares Trust	$643840	0.19%	9855		上涨 ×1
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	$587091	0.17%	21890	$270969	上涨 ×3
VTI Vanguard Morningstar Total Stock Market ETF	$528201	0.15%	1573	$102053	上涨 ×1
IWM iShares Trust	$517610	0.15%	2119	$61575	上涨 ×3
AVLC AMERICAN CENTURY ETF TRUST	$510125	0.15%	6525		上涨 ×1
USMV iShares MSCI USA Min Vol Factor ETF	$497699	0.14%	5278	$-15949	下跌 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$496930	0.14%	1707	$128506	上涨 ×1
QUS SPDR SERIES TRUST	$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 VANGUARD TAX-MANAGED FUNDS	$423836	0.12%	6866	$103270	上涨 ×1
IVW iShares Trust	$388210	0.11%	3133		上涨 ×1
HYD VanEck High Yield Muni ETF	$384439	0.11%	7541	$-84289	下跌 ×1
JCPB JPMorgan Core Plus Bond ETF	$374458	0.11%	7867	$-339099	下跌 ×3
VXF Vanguard Extended Market ETF	$369880	0.11%	1760	$30916	上涨 ×2
SMH SMH	$335253	0.10%	955	$68923
VOO Vanguard S&P 500 ETF	$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 Vanguard Information Tech ETF	$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
BRK-B (申报为 BRKB) Berkshire Hathaway Inc. Class B	$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 Goldman Sachs Physical Gold ETF Shares	$228312	0.07%	5600		上涨 ×1
XHLF BondBloxx ETF Trust	$225461	0.07%	4485	$-314
INMU iShares Intermediate Muni Income Active ETF	$210717	0.06%	8725	$2817	下跌 ×1
ITOT iShares Trust	$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。

证券	价值	股份	% 占投资组合
AVDE	$683785	8490	0.20%
IJH	$643840	9855	0.19%
AVLC	$510125	6525	0.15%
IVW	$388210	3133	0.11%
BRK-B (申报为 BRKB)	$267424	538	0.08%
AMD	$246625	1038	0.07%
BAC	$244191	4553	0.07%
XOM	$231430	1932	0.07%
AAAU	$228312	5600	0.07%
ITOT	$201001	1349	0.06%

季度涨幅榜

证券	操作	股份变动	价值变动
GOOG	削减	-30K	+$40.5M
GOOGL	削减	-4K	+$21.2M
QUAL	增持	+6K	+$2.7M
AAPL	削减	-826	+$2.1M
DGRW	增持	+7K	+$2.0M
GSIE	增持	+32K	+$1.8M
AVMC	增持	+15K	+$1.3M
TFLO	增持	+25K	+$1.2M
AVGO	增持	+2K	+$1.1M
USFR	削减	-18K	-$910K

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
PINS	2025年6月30日	10372	$341550	-37.8%
BRK-B (申报为 BRKB)	2025年6月30日	440	$225227	不再跟踪
ADP	2025年9月30日	673	$208590	3.6%