Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/15 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 43
- 較 2025 年第 3 季 +7
- 總值
- $1.49 億
- 較 2025 年第 3 季 −$706.0 萬 (−4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910725 | ESG INTL STK ETF | 238,673 | $1,709 萬 | 11.5% | −2,138−0.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,626 | $1,574 萬 | 10.6% | +1,153+4.7% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 313,035 | $1,513 萬 | 10.2% | −468−0.1% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 58,518 | $1,323 萬 | 8.9% | +462+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 64,777 | $1,237 萬 | 8.3% | −224−0.3% | 減碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 199,766 | $950.1 萬 | 6.4% | +12,038+6.4% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 219,927 | $907.6 萬 | 6.1% | +802+0.4% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 98,070 | $763.8 萬 | 5.1% | −3,727−3.7% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 16,547 | $655.8 萬 | 4.4% | +238+1.5% | 加碼 | 歷史 |
| ENVXEnovix Corp | COM | 807,937 | $590.6 萬 | 4.0% | +8,647+1.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 66,754 | $506.3 萬 | 3.4% | −945−1.4% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 58,006 | $505.6 萬 | 3.4% | −956−1.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,363 | $387.8 萬 | 2.6% | +131+1.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 14,167 | $365.4 萬 | 2.5% | +75+0.5% | 加碼 | – |
| NXHNeighborhood Intelligence, Inc. | COM | 417,346 | $227.9 萬 | 1.5% | +1,288+0.3% | 加碼 | 歷史 |
| Volatility Shs Tr92864M780 | XRP ETF | 174,132 | $184.1 萬 | 1.2% | +13,281+8.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,152 | $157.1 萬 | 1.1% | +16,948+206.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 6,810 | $127.0 萬 | 0.9% | +1,925+39.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,966 | $123.3 萬 | 0.8% | +3+0.2% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 12,510 | $122.3 萬 | 0.8% | +50.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,132 | $118.5 萬 | 0.8% | +839+19.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 3,211 | $87.3 萬 | 0.6% | +361+12.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 14,209 | $85.2 萬 | 0.6% | −602−4.1% | 減碼 | – |
| Tidal Trust II88636R743 | DEFIANCE LARGE | 34,566 | $78.0 萬 | 0.5% | +19,216+125.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,162 | $60.6 萬 | 0.4% | +3,162 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 2,459 | $56.9 萬 | 0.4% | +19+0.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,677 | $52.0 萬 | 0.4% | +9,677 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 735 | $48.5 萬 | 0.3% | +367+99.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 860 | $43.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 875 | $42.3 萬 | 0.3% | +875 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 741 | $33.3 萬 | 0.2% | +73+10.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,143 | $31.9 萬 | 0.2% | +1,143 | 新進 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 942 | $28.5 萬 | 0.2% | +942 | 新進 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 3,072 | $26.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,517 | $26.1 萬 | 0.2% | +3,517 | 新進 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,812 | $25.2 萬 | 0.2% | −21−1.1% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 6,048 | $23.6 萬 | 0.2% | +9+0.1% | 加碼 | – |
| ETNEaton Corp plc | Stock | 641 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 581 | $20.1 萬 | 0.1% | +581 | 新進 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,000 | $10.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DNNDenison Mines Corp. | COM | 10,850 | $2.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Bed Bath & Beyond Inc075896159 | *W EXP 10/07/202 | 41,161 | $2.72 萬 | <0.1% | +41,161 | 新進 | – |
| URGUr-Energy Inc | COM | 10,800 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。