Slow Capital, Inc.
- SEC CIK
- 0001716984
- 最新申報
- 2026/7/22
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 117
- 較 2025 年第 1 季 +6
- 總值
- $8.17 億
- 較 2025 年第 1 季 +$6,958 萬 (+9.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 200,407 | $5,524 萬 | 6.8% | −13,840−6.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 34,698 | $4,647 萬 | 5.7% | −29−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 293,384 | $4,635 萬 | 5.7% | −3,496−1.2% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 14,908 | $3,896 萬 | 4.8% | +63+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 144,602 | $3,172 萬 | 3.9% | −7,061−4.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 88,570 | $2,814 萬 | 3.4% | −1,430−1.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 49,009 | $2,663 萬 | 3.3% | +122+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 108,161 | $2,219 萬 | 2.7% | +1,619+1.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 118,740 | $2,093 萬 | 2.6% | +3,471+3.0% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 24,518 | $1,881 萬 | 2.3% | +246+1.0% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 165,972 | $1,734 萬 | 2.1% | −26,276−13.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 17,297 | $1,712 萬 | 2.1% | −115−0.7% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 265,937 | $1,482 萬 | 1.8% | −62,962−19.1% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 125,882 | $1,339 萬 | 1.6% | −45,251−26.4% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 24,615 | $1,254 萬 | 1.5% | +517+2.1% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 121,218 | $1,221 萬 | 1.5% | −267,596−68.8% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 11,435 | $1,176 萬 | 1.4% | +27+0.2% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 53,966 | $1,057 萬 | 1.3% | −50−0.1% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 94,386 | $936.3 萬 | 1.1% | +366+0.4% | 加碼 | – |
| ADSKAutodesk, Inc. | COM | 29,545 | $914.6 萬 | 1.1% | +498+1.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 38,283 | $911.2 萬 | 1.1% | +835+2.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,472 | $869.1 萬 | 1.1% | −133−0.8% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 63,548 | $853.6 萬 | 1.0% | +3,325+5.5% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 16,222 | $831.7 萬 | 1.0% | +638+4.1% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 48,978 | $810.8 萬 | 1.0% | +5,221+11.9% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 63,000 | $803.8 萬 | 1.0% | +2,804+4.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 14,739 | $749.9 萬 | 0.9% | +340+2.4% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 69,887 | $738.8 萬 | 0.9% | −6,397−8.4% | 減碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 142,840 | $734.5 萬 | 0.9% | +6,883+5.1% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 32,358 | $724.1 萬 | 0.9% | +627+2.0% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 24,464 | $704.5 萬 | 0.9% | +417+1.7% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 34,320 | $697.0 萬 | 0.9% | +46+0.1% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 12,275 | $683.2 萬 | 0.8% | +382+3.2% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 12,409 | $651.5 萬 | 0.8% | −7,071−36.3% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 29,050 | $643.1 萬 | 0.8% | +477+1.7% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 120,353 | $630.8 萬 | 0.8% | +5,241+4.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 21,442 | $621.7 萬 | 0.8% | +324+1.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 62,692 | $613.0 萬 | 0.8% | −3,171−4.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,988 | $582.3 萬 | 0.7% | −289−2.4% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 51,830 | $570.3 萬 | 0.7% | +334+0.6% | 加碼 | – |
| WDAYWorkday, Inc. | CL A | 23,550 | $565.2 萬 | 0.7% | +715+3.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 44,252 | $545.4 萬 | 0.7% | +2,596+6.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 55,198 | $526.6 萬 | 0.6% | −23,118−29.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 11,814 | $526.0 萬 | 0.6% | −20−0.2% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 4,469 | $524.9 萬 | 0.6% | +229+5.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 16,978 | $507.5 萬 | 0.6% | +959+6.0% | 加碼 | 歷史 |
| IOTSamsara Inc. | Stock | 125,814 | $500.5 萬 | 0.6% | −4,061−3.1% | 減碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 45,346 | $482.8 萬 | 0.6% | −3,415−7.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 38,307 | $473.1 萬 | 0.6% | −76−0.2% | 減碼 | 歷史 |
| DTDynatrace, Inc. | Stock | 82,740 | $456.8 萬 | 0.6% | +82,740 | 新進 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 58,010 | $456.5 萬 | 0.6% | −143−0.2% | 減碼 | – |
| CLXClorox Co | Stock | 37,223 | $446.9 萬 | 0.5% | +2,013+5.7% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 35,565 | $442.4 萬 | 0.5% | +2,688+8.2% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 18,083 | $437.7 萬 | 0.5% | +5,846+47.8% | 加碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 51,373 | $433.2 萬 | 0.5% | +2,222+4.5% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 80,255 | $426.5 萬 | 0.5% | +1,308+1.7% | 加碼 | 歷史 |
| MBLYMobileye Global Inc. | Stock | 234,565 | $421.7 萬 | 0.5% | +9,912+4.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 10,822 | $420.1 萬 | 0.5% | −12−0.1% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 12,207 | $419.1 萬 | 0.5% | +55+0.5% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 15,379 | $411.4 萬 | 0.5% | −204−1.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 28,342 | $402.2 萬 | 0.5% | +1,043+3.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,383 | $397.0 萬 | 0.5% | −139−0.6% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 24,396 | $394.6 萬 | 0.5% | +24,396 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 4,934 | $392.5 萬 | 0.5% | −176−3.4% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 18,028 | $378.6 萬 | 0.5% | +858+5.0% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 75,396 | $366.7 萬 | 0.4% | +10,152+15.6% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 7,256 | $363.9 萬 | 0.4% | +39+0.5% | 加碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 39,385 | $363.7 萬 | 0.4% | −4,171−9.6% | 減碼 | – |
| WGSGeneDx Holdings Corp. | COM CL A | 39,150 | $361.4 萬 | 0.4% | +39,150 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 17,157 | $356.2 萬 | 0.4% | −496−2.8% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 4,420 | $354.2 萬 | 0.4% | −27−0.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 12,221 | $341.2 萬 | 0.4% | −476−3.7% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 33,130 | $340.9 萬 | 0.4% | −37−0.1% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 66,501 | $337.2 萬 | 0.4% | −195,006−74.6% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 13,555 | $336.2 萬 | 0.4% | −436−3.1% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 10,498 | $323.5 萬 | 0.4% | +119+1.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 13,572 | $316.1 萬 | 0.4% | −2,146−13.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7,442 | $301.9 萬 | 0.4% | +112+1.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,584 | $293.4 萬 | 0.4% | +223+3.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,096 | $290.6 萬 | 0.4% | −142−1.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 12,248 | $281.8 萬 | 0.3% | −281−2.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,478 | $271.1 萬 | 0.3% | +3,478 | 新進 | 歷史 |
| APTVAptiv PLC | Stock | 35,638 | $243.1 萬 | 0.3% | +1,165+3.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 12,143 | $240.0 萬 | 0.3% | +443+3.8% | 加碼 | 歷史 |
| iShares Tr464287275 | GBL COMM SVC ETF | 20,722 | $232.8 萬 | 0.3% | −368−1.7% | 減碼 | – |
| iShares Tr464288745 | GLB CNS DISC ETF | 12,215 | $229.9 萬 | 0.3% | −301−2.4% | 減碼 | – |
| iShares Tr464288729 | GLOB INDSTRL ETF | 13,243 | $219.0 萬 | 0.3% | −299−2.2% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,509 | $215.8 萬 | 0.3% | +9,509 | 新進 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 103,647 | $208.5 萬 | 0.3% | +103,647 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 35,209 | $179.3 萬 | 0.2% | +16,490+88.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 34,533 | $175.0 萬 | 0.2% | +34,533 | 新進 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 57,645 | $168.8 萬 | 0.2% | −114,033−66.4% | 減碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 92,554 | $168.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 33,261 | $168.5 萬 | 0.2% | −72,608−68.6% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 17,364 | $158.0 萬 | 0.2% | −1,402−7.5% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 15,988 | $142.4 萬 | 0.2% | +191+1.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 15,314 | $102.9 萬 | 0.1% | −1,248−7.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,830 | $95.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,304 | $94.3 萬 | 0.1% | +28+0.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,359 | $84.4 萬 | 0.1% | −33−2.4% | 減碼 | – |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| OLEDUniversal Display Corp | COM | 27,479 | $383.3 萬 | 0.5% | 歷史 |
| JNJJohnson & Johnson | Stock | 13,944 | $231.2 萬 | 0.3% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 7,389 | $217.9 萬 | 0.3% | 歷史 |
| CGNXCognex Corp | COM | 64,048 | $191.1 萬 | 0.3% | 歷史 |
| IBRXImmunityBio, Inc. | COM | 10,000 | $3.01 萬 | <0.1% | 歷史 |