Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/21 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 36
- 較 2025 年第 2 季 +3
- 總值
- $1.56 億
- 較 2025 年第 2 季 +$1,014 萬 (+7.0%)
| 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 | 58,056 | $1,959 萬 | 12.6% | −692−1.2% | 減碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 240,811 | $1,671 萬 | 10.7% | −2,614−1.1% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 313,503 | $1,551 萬 | 10.0% | −21,891−6.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,473 | $1,469 萬 | 9.4% | −514−2.1% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 65,001 | $1,212 萬 | 7.8% | −210−0.3% | 減碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 187,728 | $1,168 萬 | 7.5% | +8,353+4.7% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 219,125 | $911.1 萬 | 5.9% | +8,474+4.0% | 加碼 | – |
| ENVXEnovix Corp | COM | 799,290 | $796.9 萬 | 5.1% | +108,129+15.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 101,797 | $794.9 萬 | 5.1% | +4,575+4.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 16,309 | $579.7 萬 | 3.7% | −480−2.9% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 58,962 | $526.9 萬 | 3.4% | +1,936+3.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 67,699 | $525.7 萬 | 3.4% | +2,030+3.1% | 加碼 | – |
| NXHNeighborhood Intelligence, Inc. | COM | 416,058 | $407.3 萬 | 2.6% | −3,091−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,232 | $388.7 萬 | 2.5% | −53−0.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 14,092 | $358.3 萬 | 2.3% | +11+0.1% | 加碼 | – |
| Volatility Shs Tr92864M780 | XRP ETF | 160,851 | $278.0 萬 | 1.8% | +160,851 | 新進 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 12,505 | $124.4 萬 | 0.8% | −348−2.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,963 | $120.2 萬 | 0.8% | +4+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,293 | $94.3 萬 | 0.6% | +10+0.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,885 | $91.1 萬 | 0.6% | +15+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 14,811 | $88.7 萬 | 0.6% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 2,850 | $72.6 萬 | 0.5% | +100+3.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,440 | $57.7 萬 | 0.4% | +28+1.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,204 | $49.2 萬 | 0.3% | +8,204 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 860 | $43.2 萬 | 0.3% | +162+23.2% | 加碼 | 歷史 |
| Tidal Trust II88636R743 | DEFIANCE LARGE | 15,350 | $34.0 萬 | 0.2% | +15,350 | 新進 | – |
| TSLATesla, Inc. | Stock | 668 | $29.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 368 | $27.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 1,833 | $24.9 萬 | 0.2% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 641 | $24.0 萬 | 0.2% | +59+10.1% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 3,072 | $23.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 6,039 | $22.9 萬 | 0.1% | +8+0.1% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 3,510 | $22.8 萬 | 0.1% | +25+0.7% | 加碼 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,000 | $9.85 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DNNDenison Mines Corp. | COM | 10,850 | $2.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URGUr-Energy Inc | COM | 10,800 | $1.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |