Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/17 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 26
- 較 2023 年第 1 季 +1
- 總值
- $1.21 億
- 較 2023 年第 1 季 +$807.0 萬 (+7.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 308,528 | $1,919 萬 | 15.8% | +5,842+1.9% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 363,432 | $1,776 萬 | 14.6% | +5,692+1.6% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 256,695 | $1,363 萬 | 11.2% | +5,891+2.3% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 207,665 | $869.5 萬 | 7.2% | +6,887+3.4% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 76,909 | $791.7 萬 | 6.5% | +838+1.1% | 加碼 | – |
| CVXChevron Corp | Stock | 47,333 | $744.8 萬 | 6.1% | −397−0.8% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 92,910 | $729.3 萬 | 6.0% | +1,573+1.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 52,633 | $686.1 萬 | 5.7% | +409+0.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 34,020 | $606.5 萬 | 5.0% | −82−0.2% | 減碼 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 174,985 | $569.9 萬 | 4.7% | +11,004+6.7% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 150,622 | $421.0 萬 | 3.5% | +3,067+2.1% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 55,438 | $396.7 萬 | 3.3% | +526+1.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,593 | $244.3 萬 | 2.0% | +195+1.6% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 19,943 | $232.5 萬 | 1.9% | −84−0.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E875 | DORSEY WRGT DVLP | 70,209 | $213.9 萬 | 1.8% | +2,934+4.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,793 | $127.5 萬 | 1.1% | +841+17.0% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 18,249 | $108.4 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,442 | $108.2 萬 | 0.9% | +81+1.5% | 加碼 | – |
| ENVXEnovix Corp | COM | 31,854 | $57.5 萬 | 0.5% | +12,912+68.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,373 | $55.9 萬 | 0.5% | −35−2.5% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 2,314 | $47.3 萬 | 0.4% | +14+0.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 686 | $29.0 萬 | 0.2% | +686 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 706 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,000 | $5.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNNDenison Mines Corp. | COM | 10,850 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URGUr-Energy Inc | COM | 10,800 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |