Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 33
- 較 2025 年第 1 季 +6
- 總值
- $1.45 億
- 較 2025 年第 1 季 +$2,324 萬 (+19.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| COINCoinbase Global, Inc. | COM CL A | 58,748 | $2,059 萬 | 14.2% | +940+1.6% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 335,394 | $1,661 萬 | 11.4% | +1,161+0.3% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 243,425 | $1,594 萬 | 11.0% | +1,772+0.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,987 | $1,378 萬 | 9.5% | +405+1.6% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 65,211 | $1,153 萬 | 7.9% | +863+1.3% | 加碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 179,375 | $1,051 萬 | 7.2% | +1,059+0.6% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 210,651 | $876.1 萬 | 6.0% | +572+0.3% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 97,222 | $751.9 萬 | 5.2% | +178+0.2% | 加碼 | – |
| ENVXEnovix Corp | COM | 691,161 | $714.7 萬 | 4.9% | +15,712+2.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 16,789 | $511.8 萬 | 3.5% | +20.0% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 57,026 | $503.3 萬 | 3.5% | +96+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 65,669 | $498.4 萬 | 3.4% | +250.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,285 | $371.7 萬 | 2.6% | +285+2.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 14,081 | $333.7 萬 | 2.3% | +363+2.6% | 加碼 | – |
| NXHNeighborhood Intelligence, Inc. | COM | 419,149 | $288.4 萬 | 2.0% | +1,162+0.3% | 加碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 12,853 | $120.8 萬 | 0.8% | −568−4.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,959 | $111.3 萬 | 0.8% | +2+0.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,283 | $94.0 萬 | 0.6% | −253−5.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 14,811 | $88.7 萬 | 0.6% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 4,870 | $76.9 萬 | 0.5% | −65−1.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,750 | $56.4 萬 | 0.4% | −219−7.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,412 | $55.5 萬 | 0.4% | +23+1.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 698 | $33.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 368 | $27.2 萬 | 0.2% | +368 | 新進 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 1,833 | $23.2 萬 | 0.2% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 3,485 | $21.3 萬 | 0.1% | +3,485 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 668 | $21.2 萬 | 0.1% | +668 | 新進 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 6,031 | $20.8 萬 | 0.1% | +6,031 | 新進 | – |
| ETNEaton Corp plc | Stock | 582 | $20.8 萬 | 0.1% | +582 | 新進 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 3,072 | $20.1 萬 | 0.1% | +3,072 | 新進 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,000 | $7.63 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DNNDenison Mines Corp. | COM | 10,850 | $1.97 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 |