Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/18 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 21
- 較 2021 年第 2 季 +1
- 總值
- $1.23 億
- 較 2021 年第 2 季 +$436.3 萬 (+3.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910733 | ESG US STK ETF | 263,708 | $2,111 萬 | 17.1% | +4,740+1.8% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 288,073 | $1,326 萬 | 10.7% | +7,061+2.5% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 103,583 | $1,323 萬 | 10.7% | +1,254+1.2% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 430,796 | $1,321 萬 | 10.7% | +7,772+1.8% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 147,520 | $1,209 萬 | 9.8% | +2,547+1.8% | 加碼 | – |
| CVXChevron Corp | Stock | 80,491 | $816.6 萬 | 6.6% | +693+0.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 34,993 | $574.7 萬 | 4.7% | +1,057+3.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,658 | $544.7 萬 | 4.4% | +108+7.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,950 | $472.3 萬 | 3.8% | +450+2.3% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 74,088 | $457.4 萬 | 3.7% | +4,118+5.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 20,454 | $447.3 萬 | 3.6% | +609+3.1% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 71,985 | $444.9 萬 | 3.6% | +9,678+15.5% | 加碼 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 52,679 | $410.5 萬 | 3.3% | +3,641+7.4% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 13,173 | $299.7 萬 | 2.4% | +13,173 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 29,903 | $179.3 萬 | 1.5% | −598−2.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,726 | $151.8 萬 | 1.2% | +157+1.5% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 6,225 | $83.2 萬 | 0.7% | +394+6.8% | 加碼 | – |
| CGCCanopy Growth Corp | COM | 38,833 | $53.8 萬 | 0.4% | +4,338+12.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,348 | $53.2 萬 | 0.4% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 2,150 | $42.1 萬 | 0.3% | +12+0.6% | 加碼 | 歷史 |
| SPRUSpruce Power Holding Corp | COM CL A | 41,699 | $25.7 萬 | 0.2% | +3,914+10.4% | 加碼 | 歷史 |