DeDora Capital, Inc.
- SEC CIK
- 0001717658
- 最新申報
- 2026/7/13
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/17 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 108
- 較 2024 年第 1 季 0
- 總值
- $3.26 億
- 較 2024 年第 1 季 +$1,142 萬 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 74,765 | $2,796 萬 | 8.6% | −139−0.2% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 211,429 | $2,508 萬 | 7.7% | +1,047+0.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 34,673 | $1,897 萬 | 5.8% | +1,179+3.5% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 389,194 | $1,749 萬 | 5.4% | +22,266+6.1% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 586,760 | $1,509 萬 | 4.6% | +29,348+5.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 68,302 | $1,489 萬 | 4.6% | +3,550+5.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 27,187 | $1,360 萬 | 4.2% | +302+1.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 61,071 | $1,286 萬 | 4.0% | −60.0% | 減碼 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 166,413 | $1,033 萬 | 3.2% | +8,025+5.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 19,541 | $873.4 萬 | 2.7% | +171+0.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 51,504 | $846.1 萬 | 2.6% | +230.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 65,760 | $812.4 萬 | 2.5% | −3,540−5.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 39,036 | $754.4 萬 | 2.3% | +238+0.6% | 加碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 86,900 | $705.3 萬 | 2.2% | +10,923+14.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 14,310 | $492.6 萬 | 1.5% | +280+2.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,693 | $464.4 萬 | 1.4% | −180−1.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 2,853 | $458.1 萬 | 1.4% | −26−0.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 24,783 | $454.6 萬 | 1.4% | −432−1.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,608 | $438.4 萬 | 1.3% | −120−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 20,804 | $420.8 萬 | 1.3% | +60+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 21,630 | $394.0 萬 | 1.2% | −33−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 19,882 | $393.4 萬 | 1.2% | +732+3.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,170 | $354.5 萬 | 1.1% | +54+1.3% | 加碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 84,777 | $333.5 萬 | 1.0% | +9,829+13.1% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 54,971 | $314.8 萬 | 1.0% | +18,642+51.3% | 加碼 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 39,648 | $292.7 萬 | 0.9% | −8,576−17.8% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 16,241 | $278.6 萬 | 0.9% | +283+1.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,245 | $264.5 萬 | 0.8% | −299−5.4% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 30,852 | $259.3 萬 | 0.8% | +30,852 | 新進 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 73,837 | $259.0 萬 | 0.8% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 15,450 | $241.7 萬 | 0.7% | +52+0.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 9,188 | $241.2 萬 | 0.7% | +47+0.5% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 41,887 | $238.3 萬 | 0.7% | −527−1.2% | 減碼 | – |
| RTXRTX Corp | Stock | 22,871 | $229.6 萬 | 0.7% | +631+2.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,396 | $212.6 萬 | 0.7% | +464+5.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,774 | $210.6 萬 | 0.6% | −248−4.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,489 | $206.0 萬 | 0.6% | −80−0.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,240 | $202.8 萬 | 0.6% | +88+4.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,173 | $197.9 萬 | 0.6% | −10−0.1% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 7,680 | $197.5 萬 | 0.6% | +582+8.2% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 4,407 | $193.4 萬 | 0.6% | +9+0.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,644 | $178.4 萬 | 0.5% | −157−5.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 25,455 | $172.4 萬 | 0.5% | +476+1.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,360 | $167.5 萬 | 0.5% | +52+1.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,326 | $165.0 萬 | 0.5% | −333−2.4% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,597 | $155.7 萬 | 0.5% | −350−3.5% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 57,332 | $145.7 萬 | 0.4% | +2,450+4.5% | 加碼 | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 18,280 | $140.5 萬 | 0.4% | −6,185−25.3% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 12,792 | $132.9 萬 | 0.4% | +10+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,949 | $120.0 萬 | 0.4% | +11+0.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,843 | $116.6 萬 | 0.4% | +124+3.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 19,353 | $112.2 萬 | 0.3% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,354 | $104.2 萬 | 0.3% | −873−7.8% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 14,298 | $103.9 萬 | 0.3% | +2,235+18.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 10,443 | $103.7 萬 | 0.3% | +979+10.3% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 19,399 | $103.6 萬 | 0.3% | +804+4.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,779 | $102.8 萬 | 0.3% | −293−5.8% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 24,518 | $101.1 萬 | 0.3% | +40.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,956 | $91.3 萬 | 0.3% | +4+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,109 | $89.3 萬 | 0.3% | +75+1.2% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 6,895 | $85.3 萬 | 0.3% | +216+3.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 6,008 | $82.2 萬 | 0.3% | +126+2.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,771 | $81.5 萬 | 0.3% | −25−0.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 11,353 | $80.4 萬 | 0.2% | −158−1.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,195 | $79.8 萬 | 0.2% | −42−1.3% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 9,300 | $77.4 萬 | 0.2% | −296−3.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,033 | $77.3 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 33,237 | $70.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 8,483 | $69.3 萬 | 0.2% | −286−3.3% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 11,695 | $68.5 萬 | 0.2% | +2,750+30.7% | 加碼 | – |
| CMCSAComcast Corp | Stock | 16,850 | $66.0 萬 | 0.2% | −14,898−46.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,188 | $65.7 萬 | 0.2% | −21−1.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 11,487 | $64.8 萬 | 0.2% | +363+3.3% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,574 | $61.4 萬 | 0.2% | −38−1.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 575 | $61.2 萬 | 0.2% | +36+6.7% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,030 | $60.2 萬 | 0.2% | +63+6.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,186 | $59.1 萬 | 0.2% | −349−3.3% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,314 | $55.3 萬 | 0.2% | +74+6.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,646 | $52.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,035 | $50.0 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 543 | $49.0 萬 | 0.2% | +31+6.1% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,419 | $48.5 萬 | 0.1% | +124+1.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 7,015 | $48.1 萬 | 0.1% | −156−2.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 852 | $47.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 856 | $46.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 2,897 | $45.8 萬 | 0.1% | +190+7.0% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 6,604 | $41.8 萬 | 0.1% | −269−3.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,926 | $37.5 萬 | 0.1% | −81−4.0% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 971 | $37.2 萬 | 0.1% | +971 | 新進 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 10,436 | $35.6 萬 | 0.1% | +4,535+76.9% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,573 | $35.0 萬 | 0.1% | −80−4.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,469 | $34.8 萬 | 0.1% | −78−1.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,714 | $31.2 萬 | 0.1% | +130+5.0% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 2,030 | $30.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,742 | $30.2 萬 | 0.1% | +282+6.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,257 | $29.8 萬 | 0.1% | +960+22.3% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 6,459 | $29.8 萬 | 0.1% | +1,848+40.1% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 435 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 5,226 | $27.8 萬 | 0.1% | +25+0.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,049 | $26.8 萬 | 0.1% | +1,049 | 新進 | 歷史 |
2024 年第 1 季之後清倉（5 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 122,705 | $343.0 萬 | 1.1% | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 32,891 | $281.7 萬 | 0.9% | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,203 | $33.5 萬 | 0.1% | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 6,966 | $24.2 萬 | 0.1% | – |
| CSCOCisco Systems, Inc. | Stock | 4,598 | $23.0 萬 | 0.1% | 歷史 |