Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/22 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 26
- 較 2023 年第 3 季 0
- 總值
- $1.28 億
- 較 2023 年第 3 季 +$1,681 萬 (+15.1%)
| 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 | 368,628 | $1,820 萬 | 14.2% | +1,894+0.5% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 234,450 | $1,629 萬 | 12.7% | −76,936−24.7% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 272,950 | $1,509 萬 | 11.8% | +9,918+3.8% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 53,574 | $931.8 萬 | 7.3% | −110−0.2% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 211,831 | $888.2 萬 | 6.9% | +1,375+0.7% | 加碼 | – |
| NXHNeighborhood Intelligence, Inc. | COM | 296,678 | $821.5 萬 | 6.4% | +14,642+5.2% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 79,029 | $781.4 萬 | 6.1% | +1,837+2.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 96,017 | $769.6 萬 | 6.0% | +3,211+3.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 34,295 | $655.6 萬 | 5.1% | +122+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 35,811 | $534.2 萬 | 4.2% | −1,543−4.1% | 減碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 159,402 | $460.4 萬 | 3.6% | +7,064+4.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,016 | $442.4 萬 | 3.4% | +12,359+185.7% | 加碼 | – |
| ENVXEnovix Corp | COM | 322,034 | $403.2 萬 | 3.1% | +113,423+54.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,514 | $240.9 萬 | 1.9% | −20.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E875 | DORSEY WRGT DVLP | 75,463 | $239.7 萬 | 1.9% | +4,610+6.5% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 14,193 | $210.6 萬 | 1.6% | −1,021−6.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,979 | $127.6 萬 | 1.0% | +546+10.0% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 15,396 | $91.9 萬 | 0.7% | −2,880−15.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,335 | $81.1 萬 | 0.6% | +121+2.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,362 | $59.5 萬 | 0.5% | −19−1.4% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 2,326 | $57.1 萬 | 0.4% | +12+0.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 662 | $32.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 706 | $25.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,000 | $7.70 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DNNDenison Mines Corp. | COM | 10,850 | $1.92 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 |