DeDora Capital, Inc.
- SEC CIK
- 0001717658
- 最新申報
- 2026/7/13
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/3 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 97
- 較 2021 年第 1 季 +1
- 總值
- $2.29 億
- 較 2021 年第 1 季 +$1,809 萬 (+8.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 66,375 | $1,904 萬 | 8.3% | +341+0.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 42,096 | $1,810 萬 | 7.9% | +1,189+2.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 41,045 | $1,615 萬 | 7.0% | −669−1.6% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 136,705 | $1,432 萬 | 6.2% | +2,640+2.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 48,731 | $1,098 萬 | 4.8% | −2,316−4.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 71,075 | $973.4 萬 | 4.2% | +376+0.5% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 77,356 | $947.6 萬 | 4.1% | −1,080−1.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 59,269 | $893.4 萬 | 3.9% | −267−0.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,963 | $675.3 萬 | 2.9% | +22+1.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,154 | $643.4 萬 | 2.8% | −277−1.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 21,994 | $595.8 萬 | 2.6% | −53−0.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 78,047 | $589.6 萬 | 2.6% | +1,500+2.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,907 | $478.0 萬 | 2.1% | −5−0.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,494 | $373.4 萬 | 1.6% | +133+2.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,488 | $339.9 萬 | 1.5% | −233−2.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,264 | $322.1 萬 | 1.4% | −404−4.2% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 27,655 | $318.9 萬 | 1.4% | −396−1.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,233 | $301.1 萬 | 1.3% | +27+2.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,359 | $298.4 萬 | 1.3% | +165+1.8% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 9,648 | $281.2 萬 | 1.2% | −397−4.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,133 | $260.4 萬 | 1.1% | −278−3.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,434 | $255.6 萬 | 1.1% | +521+3.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,695 | $253.8 萬 | 1.1% | −2,296−17.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,911 | $232.9 萬 | 1.0% | +60+2.1% | 加碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 18,673 | $211.7 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 33,062 | $209.6 萬 | 0.9% | −1,399−4.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 14,729 | $198.7 萬 | 0.9% | −140−0.9% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 34,141 | $194.7 萬 | 0.8% | −31−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,494 | $185.8 萬 | 0.8% | +260+1.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,701 | $180.1 萬 | 0.8% | −7−0.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,158 | $166.8 萬 | 0.7% | −216−6.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,445 | $164.3 萬 | 0.7% | −29−0.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 14,038 | $162.7 萬 | 0.7% | +37+0.3% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 45,559 | $161.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,196 | $158.3 萬 | 0.7% | +111+1.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 26,713 | $149.7 萬 | 0.7% | +569+2.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 22,996 | $141.3 萬 | 0.6% | +21+0.1% | 加碼 | – |
| LINLinde PLC | SHS | 4,543 | $131.3 萬 | 0.6% | −19−0.4% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 8,659 | $130.3 萬 | 0.6% | +64+0.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 14,825 | $126.5 萬 | 0.6% | +70+0.5% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $125.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,108 | $125.3 萬 | 0.5% | +101+0.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,906 | $121.4 萬 | 0.5% | +197+2.9% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 11,699 | $119.3 萬 | 0.5% | −147−1.2% | 減碼 | – |
| AMGNAmgen Inc | Stock | 4,699 | $114.5 萬 | 0.5% | −226−4.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,024 | $114.4 萬 | 0.5% | +19+0.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,863 | $106.0 萬 | 0.5% | +121+1.8% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,855 | $101.8 萬 | 0.4% | −296−2.4% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 14,699 | $101.2 萬 | 0.4% | −72−0.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,530 | $100.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 15,297 | $93.2 萬 | 0.4% | +118+0.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,936 | $90.9 萬 | 0.4% | −5−0.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,999 | $88.4 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,150 | $87.5 萬 | 0.4% | −36−1.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,139 | $84.7 萬 | 0.4% | −29−0.6% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 9,613 | $82.8 萬 | 0.4% | −257−2.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 4,891 | $81.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 5,452 | $76.9 萬 | 0.3% | +63+1.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 9,967 | $73.0 萬 | 0.3% | −468−4.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,185 | $71.5 萬 | 0.3% | +11+0.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,177 | $68.9 萬 | 0.3% | +13+1.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,288 | $68.4 萬 | 0.3% | +93+2.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,345 | $67.8 萬 | 0.3% | +53+4.1% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,084 | $67.0 萬 | 0.3% | −1,319−14.0% | 減碼 | – |
| INTCIntel Corp | Stock | 11,866 | $66.6 萬 | 0.3% | −29−0.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,398 | $65.3 萬 | 0.3% | +62+1.9% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 17,693 | $62.4 萬 | 0.3% | +49+0.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,793 | $54.4 萬 | 0.2% | +566+10.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,419 | $50.7 萬 | 0.2% | +13+0.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,963 | $48.0 萬 | 0.2% | +9+0.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,052 | $42.4 萬 | 0.2% | −96−2.3% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 6,293 | $41.5 萬 | 0.2% | +564+9.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,262 | $40.5 萬 | 0.2% | −35−1.1% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,278 | $39.2 萬 | 0.2% | −72−2.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,443 | $38.7 萬 | 0.2% | +12+0.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 881 | $37.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,333 | $37.3 萬 | 0.2% | +444+15.4% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,628 | $35.6 萬 | 0.2% | +195+8.0% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,555 | $35.3 萬 | 0.2% | −4−0.3% | 減碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 8,126 | $32.8 萬 | 0.1% | −545−6.3% | 減碼 | – |
| NIONIO Inc. | ADR | 6,068 | $32.3 萬 | 0.1% | +6,068 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,648 | $31.1 萬 | 0.1% | −118−2.5% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,285 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 21,001 | $30.0 萬 | 0.1% | +64+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 6,247 | $29.2 萬 | 0.1% | +1,048+20.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,217 | $27.9 萬 | 0.1% | −37−3.0% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 3,116 | $24.9 萬 | 0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 1,716 | $24.5 萬 | 0.1% | −33−1.9% | 減碼 | 歷史 |
| BOCHBank of Commerce Holdings | COM | 16,321 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 7,997 | $23.0 萬 | 0.1% | −1,038−11.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 648 | $22.9 萬 | 0.1% | +13+2.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,059 | $22.0 萬 | 0.1% | +15+0.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 5,455 | $21.4 萬 | 0.1% | +5,455 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 761 | $20.5 萬 | 0.1% | +761 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 4,931 | $20.3 萬 | 0.1% | −285−5.5% | 減碼 | 歷史 |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 12,879 | $16.2 萬 | 0.1% | −342−2.6% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 25,707 | $13.7 萬 | 0.1% | −846−3.2% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（2 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Real Estate ETF922908553 | ETF | 3,554 | $32.6 萬 | 0.2% | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 4,825 | $24.4 萬 | 0.1% | – |