Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/18 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 29
- 較 2023 年第 4 季 +3
- 總值
- $1.42 億
- 較 2023 年第 4 季 +$1,373 萬 (+10.7%)
| 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 | 376,011 | $1,850 萬 | 13.0% | +7,383+2.0% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 235,139 | $1,794 萬 | 12.6% | +689+0.3% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 268,592 | $1,544 萬 | 10.9% | −4,358−1.6% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 51,848 | $1,375 萬 | 9.7% | −1,726−3.2% | 減碼 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 300,522 | $1,079 萬 | 7.6% | +3,844+1.3% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 215,143 | $906.0 萬 | 6.4% | +3,312+1.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 101,232 | $791.9 萬 | 5.6% | +5,215+5.4% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 83,645 | $791.4 萬 | 5.6% | +4,616+5.8% | 加碼 | – |
| CVXChevron Corp | Stock | 36,086 | $569.2 萬 | 4.0% | +275+0.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 24,685 | $507.8 萬 | 3.6% | −9,610−28.0% | 減碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 126,322 | $489.0 萬 | 3.4% | +126,322 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,198 | $479.7 萬 | 3.4% | +182+1.0% | 加碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 161,547 | $475.9 萬 | 3.4% | +2,145+1.3% | 加碼 | – |
| ENVXEnovix Corp | COM | 458,792 | $367.5 萬 | 2.6% | +136,758+42.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 13,544 | $272.9 萬 | 1.9% | −649−4.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,255 | $210.1 萬 | 1.5% | −259−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,090 | $139.2 萬 | 1.0% | +111+1.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E875 | DORSEY WRGT DVLP | 30,306 | $104.4 萬 | 0.7% | −45,157−59.8% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 15,390 | $91.8 萬 | 0.6% | −60.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,075 | $91.5 萬 | 0.6% | −260−4.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,406 | $67.6 萬 | 0.5% | +44+3.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 662 | $59.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,326 | $57.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 706 | $29.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 640 | $20.0 萬 | 0.1% | +640 | 新進 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 1,833 | $20.0 萬 | 0.1% | +1,833 | 新進 | – |
| NXENexGen Energy Ltd. | COM | 11,000 | $8.55 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DNNDenison Mines Corp. | COM | 10,850 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URGUr-Energy Inc | COM | 10,800 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |