Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/17 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 26
- 較 2022 年第 3 季 +1
- 總值
- $1.14 億
- 較 2022 年第 3 季 +$345.4 萬 (+3.1%)
| 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 | 350,712 | $1,663 萬 | 14.6% | +8,231+2.4% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 297,592 | $1,455 萬 | 12.7% | +12,056+4.2% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 246,157 | $1,211 萬 | 10.6% | +9,941+4.2% | 加碼 | – |
| CVXChevron Corp | Stock | 54,693 | $981.7 萬 | 8.6% | −5,796−9.6% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 200,445 | $819.8 萬 | 7.2% | +7,500+3.9% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 108,087 | $813.7 萬 | 7.1% | +3,881+3.7% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 74,951 | $797.8 萬 | 7.0% | +1,659+2.3% | 加碼 | – |
| First Tr Exchange-Traded FD33739G103 | MNGD FUTRS STRGY | 146,389 | $696.8 萬 | 6.1% | −3,897−2.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 33,722 | $572.1 萬 | 5.0% | +1,659+5.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 50,839 | $427.0 萬 | 3.7% | +3,200+6.7% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 146,580 | $391.1 萬 | 3.4% | +7,341+5.3% | 加碼 | – |
| NXHNeighborhood Intelligence, Inc. | COM | 158,120 | $306.1 萬 | 2.7% | +4,253+2.8% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 22,846 | $265.9 萬 | 2.3% | −7,253−24.1% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 54,660 | $193.4 萬 | 1.7% | +6,781+14.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E875 | DORSEY WRGT DVLP | 67,035 | $184.1 萬 | 1.6% | +4,029+6.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,097 | $157.2 萬 | 1.4% | +901+8.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,836 | $118.9 萬 | 1.0% | +182+3.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,233 | $114.4 萬 | 1.0% | +123+2.0% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 18,361 | $109.1 萬 | 1.0% | −4,213−18.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,435 | $50.4 萬 | 0.4% | +175+13.9% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 2,285 | $47.3 萬 | 0.4% | +13+0.6% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 3,370 | $22.2 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 706 | $21.8 萬 | 0.2% | +706 | 新進 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,000 | $4.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNNDenison Mines Corp. | COM | 10,850 | $1.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URGUr-Energy Inc | COM | 10,800 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |