Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/20 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 25
- 較 2022 年第 2 季 0
- 總值
- $1.11 億
- 較 2022 年第 2 季 −$100.5 萬 (−0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total International Bond ETF92203J407 | ETF | 342,481 | $1,635 萬 | 14.8% | +2,852+0.8% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 285,536 | $1,316 萬 | 11.9% | +20,944+7.9% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 236,216 | $1,026 萬 | 9.3% | +18,190+8.3% | 加碼 | – |
| CVXChevron Corp | Stock | 60,489 | $869.0 萬 | 7.8% | −92−0.2% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 192,945 | $788.6 萬 | 7.1% | +1,781+0.9% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 104,206 | $779.7 萬 | 7.0% | −190.0% | 減碼 | – |
| First Tr Exchange-Traded FD33739G103 | MNGD FUTRS STRGY | 150,286 | $773.7 萬 | 7.0% | −1,937−1.3% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 73,292 | $768.8 萬 | 6.9% | +1,210+1.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 47,639 | $538.3 萬 | 4.9% | +718+1.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 32,063 | $495.9 萬 | 4.5% | +363+1.1% | 加碼 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 153,867 | $374.7 萬 | 3.4% | +17,508+12.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 139,239 | $342.8 萬 | 3.1% | +4,522+3.4% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 47,879 | $308.8 萬 | 2.8% | +1,175+2.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 30,099 | $299.0 萬 | 2.7% | −5,684−15.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,196 | $154.7 萬 | 1.4% | +70+0.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E875 | DORSEY WRGT DVLP | 63,006 | $153.0 萬 | 1.4% | −288−0.5% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 22,574 | $133.9 萬 | 1.2% | −390−1.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,654 | $106.3 萬 | 1.0% | +6+0.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,110 | $104.4 萬 | 0.9% | −15−0.2% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 2,272 | $44.3 萬 | 0.4% | +15+0.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,260 | $41.4 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 3,370 | $21.2 萬 | 0.2% | −58−1.7% | 減碼 | – |
| NXENexGen Energy Ltd. | COM | 11,000 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNNDenison Mines Corp. | COM | 10,850 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URGUr-Energy Inc | COM | 10,800 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |