Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/16 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 26
- 較 2023 年第 2 季 0
- 總值
- $1.11 億
- 較 2023 年第 2 季 −$989.0 萬 (−8.2%)
| 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 | 311,386 | $1,867 萬 | 16.8% | +2,858+0.9% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 366,734 | $1,754 萬 | 15.7% | +3,302+0.9% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 263,032 | $1,327 萬 | 11.9% | +6,337+2.5% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 210,456 | $882.4 萬 | 7.9% | +2,791+1.3% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 77,192 | $684.6 萬 | 6.1% | +283+0.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 92,806 | $664.7 萬 | 6.0% | −104−0.1% | 減碼 | – |
| CVXChevron Corp | Stock | 37,354 | $629.9 萬 | 5.7% | −9,979−21.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 34,173 | $585.9 萬 | 5.3% | +153+0.4% | 加碼 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 282,036 | $446.2 萬 | 4.0% | +107,051+61.2% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 152,338 | $406.3 萬 | 3.6% | +1,716+1.1% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 53,684 | $403.1 萬 | 3.6% | −1,754−3.2% | 減碼 | 歷史 |
| ENVXEnovix Corp | COM | 208,611 | $261.8 萬 | 2.3% | +176,757+554.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 15,214 | $230.3 萬 | 2.1% | −4,729−23.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,516 | $214.3 萬 | 1.9% | −77−0.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E875 | DORSEY WRGT DVLP | 70,853 | $203.2 萬 | 1.8% | +644+0.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,657 | $138.6 萬 | 1.2% | +864+14.9% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 18,276 | $108.6 萬 | 1.0% | +27+0.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,433 | $102.7 萬 | 0.9% | −9−0.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,214 | $66.3 萬 | 0.6% | −47,419−90.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,381 | $54.2 萬 | 0.5% | +8+0.6% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 2,314 | $47.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 662 | $28.8 萬 | 0.3% | −24−3.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 706 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,000 | $6.57 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DNNDenison Mines Corp. | COM | 10,850 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URGUr-Energy Inc | COM | 10,800 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |