DeDora Capital, Inc.
- SEC CIK
- 0001717658
- 最新申報
- 2026/7/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/24 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 100
- 較 2023 年第 1 季 −4
- 總值
- $2.58 億
- 較 2023 年第 1 季 +$2,365 萬 (+10.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 206,061 | $2,186 萬 | 8.5% | +10,920+5.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 74,140 | $2,098 萬 | 8.1% | +1,211+1.7% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 289,423 | $1,315 萬 | 5.1% | +71,432+32.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 29,697 | $1,209 萬 | 4.7% | −2,130−6.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 27,124 | $1,209 萬 | 4.7% | −2,074−7.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 60,673 | $1,177 萬 | 4.6% | −2,336−3.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 53,938 | $1,073 萬 | 4.2% | +1,502+2.9% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 440,446 | $1,036 萬 | 4.0% | +167,689+61.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 52,880 | $791.3 萬 | 3.1% | −388−0.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 19,563 | $666.2 萬 | 2.6% | +192+1.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 81,173 | $609.4 萬 | 2.4% | +1,706+2.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 40,826 | $532.2 萬 | 2.1% | +627+1.6% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 189,737 | $505.3 萬 | 2.0% | +26,958+16.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 18,344 | $480.2 萬 | 1.9% | +2,523+15.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,678 | $468.4 萬 | 1.8% | −1,490−10.5% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 8,527 | $409.9 萬 | 1.6% | +313+3.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,108 | $407.2 萬 | 1.6% | +178+1.4% | 加碼 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 59,803 | $370.7 萬 | 1.4% | +4,979+9.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 8,736 | $369.6 萬 | 1.4% | −1,534−14.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 27,604 | $333.9 萬 | 1.3% | −2,270−7.6% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 46,201 | $287.4 萬 | 1.1% | +8,821+23.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 19,753 | $287.3 萬 | 1.1% | +374+1.9% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 65,807 | $269.8 萬 | 1.0% | −9,621−12.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 22,059 | $264.0 萬 | 1.0% | +2,228+11.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 74,485 | $242.4 萬 | 0.9% | −68,071−47.8% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 17,908 | $241.3 萬 | 0.9% | +677+3.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,626 | $227.8 萬 | 0.9% | −183−6.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,015 | $220.5 萬 | 0.9% | −51−0.5% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 38,049 | $216.7 萬 | 0.8% | +13,453+54.7% | 加碼 | – |
| VVisa Inc. | Stock | 8,956 | $212.7 萬 | 0.8% | +603+7.2% | 加碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 57,028 | $210.9 萬 | 0.8% | +3,233+6.0% | 加碼 | – |
| CVXChevron Corp | Stock | 13,280 | $209.0 萬 | 0.8% | +1,253+10.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,431 | $203.8 萬 | 0.8% | −289−2.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 5,178 | $203.7 萬 | 0.8% | +524+11.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,679 | $198.1 萬 | 0.8% | +166+4.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,785 | $193.7 萬 | 0.8% | −62−0.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,481 | $186.0 萬 | 0.7% | +718+12.5% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 32,665 | $173.5 萬 | 0.7% | +203+0.6% | 加碼 | – |
| RTXRTX Corp | Stock | 17,018 | $166.7 萬 | 0.6% | +342+2.1% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 4,367 | $166.4 萬 | 0.6% | +106+2.5% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $155.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 13,050 | $142.3 萬 | 0.6% | −226−1.7% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 14,127 | $140.9 萬 | 0.5% | −696−4.7% | 減碼 | – |
| CMCSAComcast Corp | Stock | 33,581 | $139.5 萬 | 0.5% | +1,245+3.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,392 | $130.8 萬 | 0.5% | +666+11.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,900 | $127.7 萬 | 0.5% | −283−8.9% | 減碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 24,465 | $115.9 萬 | 0.4% | −3,433−12.3% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 9,835 | $112.0 萬 | 0.4% | −118−1.2% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 19,353 | $111.7 萬 | 0.4% | +1,208+6.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 7,074 | $111.2 萬 | 0.4% | −81−1.1% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 40,346 | $101.3 萬 | 0.4% | +458+1.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,938 | $100.2 萬 | 0.4% | −102−3.4% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 13,042 | $100.0 萬 | 0.4% | +35+0.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,492 | $99.7 萬 | 0.4% | −259−5.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,918 | $98.0 萬 | 0.4% | +139+2.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 26,234 | $97.6 萬 | 0.4% | +512+2.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,110 | $92.8 萬 | 0.4% | −7−0.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,179 | $92.3 萬 | 0.4% | +75+1.5% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 14,369 | $89.3 萬 | 0.3% | +521+3.8% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 10,967 | $88.9 萬 | 0.3% | −260−2.3% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,902 | $87.6 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,762 | $85.4 萬 | 0.3% | −114−2.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,958 | $81.3 萬 | 0.3% | −226−2.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,554 | $81.1 萬 | 0.3% | −63−3.9% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,701 | $78.2 萬 | 0.3% | +512+16.1% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 11,546 | $77.0 萬 | 0.3% | +51+0.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,388 | $73.7 萬 | 0.3% | −25−1.0% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,511 | $71.9 萬 | 0.3% | +398+6.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,936 | $70.9 萬 | 0.3% | −349−8.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,790 | $69.0 萬 | 0.3% | −848−12.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 8,944 | $68.9 萬 | 0.3% | +251+2.9% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 33,237 | $68.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,402 | $65.7 萬 | 0.3% | +685+95.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,307 | $65.2 萬 | 0.3% | +98+1.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,115 | $57.7 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,137 | $51.3 萬 | 0.2% | +253+13.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,943 | $49.0 萬 | 0.2% | −410−7.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,030 | $44.0 萬 | 0.2% | +288+5.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 852 | $41.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 9,155 | $41.6 萬 | 0.2% | +123+1.4% | 加碼 | – |
| ENSGEnsign Group, Inc | COM | 4,340 | $41.4 萬 | 0.2% | +1,879+76.4% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 3,441 | $38.8 萬 | 0.2% | +329+10.6% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 2,011 | $38.2 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 856 | $37.9 萬 | 0.1% | −20−2.3% | 減碼 | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 7,141 | $36.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,504 | $36.5 萬 | 0.1% | +19+0.5% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 1,593 | $36.0 萬 | 0.1% | +181+12.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,523 | $33.5 萬 | 0.1% | +162+11.9% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 2,915 | $33.2 萬 | 0.1% | −386−11.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,646 | $31.5 萬 | 0.1% | −50−1.9% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 3,766 | $27.9 萬 | 0.1% | +645+20.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,682 | $27.8 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,310 | $27.7 萬 | 0.1% | −5−0.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,385 | $25.6 萬 | 0.1% | +55+2.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,093 | $24.6 萬 | 0.1% | +27+0.7% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 1,688 | $24.0 萬 | 0.1% | +1,688 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,185 | $23.1 萬 | 0.1% | −4,447−58.3% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 3,381 | $21.6 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 13,153 | $21.0 萬 | 0.1% | +13,153 | 新進 | – |
| NOKNokia Corp | SPONSORED ADR | 25,707 | $10.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（6 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 12,068 | $49.2 萬 | 0.2% | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 6,851 | $23.3 萬 | 0.1% | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,421 | $21.8 萬 | 0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,584 | $20.5 萬 | 0.1% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 2,804 | $20.1 萬 | 0.1% | – |
| AEGAegon Ltd. | NY REGISTRY SHS | 20,253 | $8.71 萬 | <0.1% | 歷史 |