Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/2 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 23
- 較 2021 年第 3 季 +2
- 總值
- $1.29 億
- 較 2021 年第 3 季 +$548.5 萬 (+4.4%)
| 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 | 267,899 | $2,355 萬 | 18.3% | +4,191+1.6% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 105,093 | $1,358 萬 | 10.5% | +1,510+1.5% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 434,138 | $1,328 萬 | 10.3% | +3,342+0.8% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 290,025 | $1,323 萬 | 10.3% | +1,952+0.7% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 147,643 | $1,193 萬 | 9.3% | +123+0.1% | 加碼 | – |
| CVXChevron Corp | Stock | 77,767 | $912.6 萬 | 7.1% | −2,724−3.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 35,776 | $611.6 萬 | 4.7% | +783+2.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,701 | $567.2 萬 | 4.4% | +43+2.6% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 20,249 | $515.9 萬 | 4.0% | +299+1.5% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 77,189 | $478.7 萬 | 3.7% | +3,101+4.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 20,707 | $468.0 萬 | 3.6% | +253+1.2% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 64,322 | $411.6 萬 | 3.2% | −7,663−10.6% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 13,845 | $349.4 萬 | 2.7% | +672+5.1% | 加碼 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 57,055 | $336.7 萬 | 2.6% | +4,376+8.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,217 | $199.2 萬 | 1.5% | +491+4.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 29,573 | $176.8 萬 | 1.4% | −330−1.1% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 6,501 | $87.1 萬 | 0.7% | +276+4.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,708 | $74.6 萬 | 0.6% | +360+26.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 2,160 | $54.4 萬 | 0.4% | +10+0.5% | 加碼 | 歷史 |
| CGCCanopy Growth Corp | COM | 42,240 | $36.9 萬 | 0.3% | +3,407+8.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 706 | $21.1 萬 | 0.2% | +706 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,920 | $20.0 萬 | 0.2% | +3,920 | 新進 | – |
| SPRUSpruce Power Holding Corp | COM CL A | 48,065 | $15.9 萬 | 0.1% | +6,366+15.3% | 加碼 | 歷史 |