Slow Capital, Inc.
- SEC CIK
- 0001716984
- 最新申報
- 2026/7/22
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/22 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 111
- 較 2026 年第 1 季 +7
- 總值
- $8.57 億
- 較 2026 年第 1 季 +$8,673 萬 (+11.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 149,339 | $5,641 萬 | 6.6% | −10,346−6.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 217,244 | $4,347 萬 | 5.1% | −11,987−5.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 106,530 | $3,807 萬 | 4.4% | −7,668−6.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 133,600 | $3,184 萬 | 3.7% | −9,768−6.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 72,401 | $3,045 萬 | 3.6% | −5,135−6.6% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 15,391 | $2,612 萬 | 3.0% | +77+0.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 337,079 | $2,407 萬 | 2.8% | −9,185−2.7% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 205,251 | $2,209 萬 | 2.6% | +3,544+1.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 74,788 | $2,164 萬 | 2.5% | −5,023−6.3% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 49,395 | $1,964 萬 | 2.3% | +225+0.5% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 78,701 | $1,930 萬 | 2.3% | +2,794+3.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 16,216 | $1,872 萬 | 2.2% | −9,585−37.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 18,809 | $1,760 萬 | 2.1% | +143+0.8% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 43,964 | $1,559 萬 | 1.8% | −1,777−3.9% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 140,107 | $1,492 萬 | 1.7% | −1,201−0.8% | 減碼 | – |
| GRALGRAIL, Inc. | COM | 217,262 | $1,483 萬 | 1.7% | −10,994−4.8% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 252,501 | $1,455 萬 | 1.7% | −25,791−9.3% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 18,871 | $1,440 萬 | 1.7% | −3,842−16.9% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 127,150 | $1,259 萬 | 1.5% | −11,518−8.3% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 21,661 | $1,258 萬 | 1.5% | −5,378−19.9% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 45,872 | $1,194 萬 | 1.4% | −10,265−18.3% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 28,177 | $1,119 萬 | 1.3% | −6,671−19.1% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 68,957 | $1,059 萬 | 1.2% | −1,284−1.8% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 23,039 | $1,058 萬 | 1.2% | −1,273−5.2% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 47,264 | $1,006 萬 | 1.2% | −7,364−13.5% | 減碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 103,786 | $981.2 萬 | 1.1% | −30,941−23.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,205 | $980.3 萬 | 1.1% | −1,442−13.5% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 80,469 | $880.6 萬 | 1.0% | +3,467+4.5% | 加碼 | – |
| ILMNIllumina, Inc. | COM | 48,067 | $845.2 萬 | 1.0% | −4,107−7.9% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 4,052 | $806.2 萬 | 0.9% | −290−6.7% | 減碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 28,237 | $804.7 萬 | 0.9% | −255−0.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 12,654 | $803.2 萬 | 0.9% | −1,786−12.4% | 減碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 52,547 | $788.4 萬 | 0.9% | −1,177−2.2% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 30,720 | $781.8 萬 | 0.9% | −156−0.5% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 6,065 | $774.7 萬 | 0.9% | +11+0.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 66,126 | $748.9 萬 | 0.9% | −428−0.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 21,072 | $744.6 萬 | 0.9% | −56−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,504 | $725.8 萬 | 0.8% | +716+5.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 99,030 | $714.6 萬 | 0.8% | −5,777−5.5% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 91,262 | $711.0 萬 | 0.8% | +4,032+4.6% | 加碼 | – |
| SNPSSynopsys Inc | COM | 15,500 | $691.4 萬 | 0.8% | −3,126−16.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,878 | $666.9 萬 | 0.8% | +855+5.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 43,974 | $666.2 萬 | 0.8% | −470−1.1% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 10,613 | $661.8 萬 | 0.8% | −604−5.4% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 13,274 | $659.4 萬 | 0.8% | +967+7.9% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 34,572 | $613.5 萬 | 0.7% | +1,570+4.8% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 18,197 | $611.2 萬 | 0.7% | +2,495+15.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 20,092 | $598.9 萬 | 0.7% | −2,079−9.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 17,060 | $581.8 萬 | 0.7% | −2,811−14.1% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 17,519 | $578.3 萬 | 0.7% | +710+4.2% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 41,841 | $570.9 萬 | 0.7% | −1,705−3.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,599 | $554.2 萬 | 0.6% | −720−5.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,509 | $540.8 萬 | 0.6% | +303+7.2% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 15,476 | $532.9 萬 | 0.6% | +2,113+15.8% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 17,697 | $532.7 萬 | 0.6% | +236+1.4% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 14,122 | $530.0 萬 | 0.6% | +61+0.4% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 51,614 | $527.3 萬 | 0.6% | +2,120+4.3% | 加碼 | – |
| RBRKRubrik, Inc. | Stock | 64,781 | $520.1 萬 | 0.6% | +4,934+8.2% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 51,157 | $515.0 萬 | 0.6% | +4,902+10.6% | 加碼 | – |
| DTDynatrace, Inc. | Stock | 115,946 | $509.1 萬 | 0.6% | +7,753+7.2% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 92,894 | $506.6 萬 | 0.6% | +1,671+1.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,544 | $490.4 萬 | 0.6% | +232+1.7% | 加碼 | 歷史 |
| SYMSymbotic Inc. | Stock | 107,659 | $483.9 萬 | 0.6% | −13,841−11.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,640 | $483.5 萬 | 0.6% | +1,579+19.6% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 10,405 | $471.3 萬 | 0.6% | +1,873+22.0% | 加碼 | 歷史 |
| IOTSamsara Inc. | Stock | 144,318 | $468.0 萬 | 0.5% | −585−0.4% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 17,121 | $463.7 萬 | 0.5% | +273+1.6% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 49,696 | $462.4 萬 | 0.5% | +1,990+4.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 19,057 | $420.2 萬 | 0.5% | +2,925+18.1% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 12,075 | $404.3 萬 | 0.5% | +623+5.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 14,809 | $402.8 萬 | 0.5% | +340+2.3% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 7,657 | $379.1 萬 | 0.4% | +269+3.6% | 加碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 21,849 | $315.7 萬 | 0.4% | −5,388−19.8% | 減碼 | – |
| WGSGeneDx Holdings Corp. | COM CL A | 42,500 | $291.8 萬 | 0.3% | +2,043+5.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,414 | $283.6 萬 | 0.3% | +269+12.5% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 16,806 | $237.2 萬 | 0.3% | +6,666+65.7% | 加碼 | 歷史 |
| APTVAptiv PLC | Stock | 37,921 | $232.8 萬 | 0.3% | +1,008+2.7% | 加碼 | 歷史 |
| iShares Tr464288729 | GLOB INDSTRL ETF | 9,346 | $187.4 萬 | 0.2% | −2,004−17.7% | 減碼 | – |
| FSLRFirst Solar, Inc. | Stock | 7,784 | $183.7 萬 | 0.2% | −20−0.3% | 減碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 92,554 | $165.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 17,190 | $165.8 萬 | 0.2% | +41+0.2% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 29,195 | $147.7 萬 | 0.2% | +1,870+6.8% | 加碼 | – |
| iShares Tr464288745 | GLB CNS DISC ETF | 7,292 | $140.7 萬 | 0.2% | −1,133−13.4% | 減碼 | – |
| HONHoneywell International Inc | Stock | 5,537 | $124.0 萬 | 0.1% | +5,537 | 新進 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 5,530 | $122.3 萬 | 0.1% | +5,530 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,404 | $114.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,278 | $92.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287275 | GBL COMM SVC ETF | 8,092 | $91.3 萬 | 0.1% | −1,990−19.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,395 | $87.9 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 30,041 | $87.1 萬 | 0.1% | +4,014+15.4% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 19,294 | $86.5 萬 | 0.1% | +451+2.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,271 | $77.6 萬 | 0.1% | −1,540−14.2% | 減碼 | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 17,671 | $77.2 萬 | 0.1% | −403−2.2% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 14,250 | $76.4 萬 | 0.1% | −296−2.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 943 | $70.6 萬 | 0.1% | −202−17.6% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 13,783 | $69.8 萬 | 0.1% | +97+0.7% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,616 | $68.9 萬 | 0.1% | +13,616 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,936 | $66.6 萬 | 0.1% | −498−20.5% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,590 | $65.7 萬 | 0.1% | −7,606−57.6% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,529 | $56.0 萬 | 0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。