Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/21 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 50
- 較 2025 年第 4 季 +7
- 總值
- $1.58 億
- 較 2025 年第 4 季 +$986.1 萬 (+6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 279,667 | $1,792 萬 | 11.3% | +254,515+1,011.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,203 | $1,339 萬 | 8.5% | −2,423−9.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 65,550 | $1,258 萬 | 7.9% | +62,388+1,973.1% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 59,151 | $1,033 萬 | 6.5% | +633+1.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 44,436 | $919.4 萬 | 5.8% | +44,436 | 新進 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 245,693 | $904.4 萬 | 5.7% | +45,927+23.0% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 310,486 | $813.5 萬 | 5.1% | +310,486 | 新進 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 148,168 | $769.4 萬 | 4.9% | +148,168 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 17,074 | $734.7 萬 | 4.6% | +527+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 36,517 | $716.5 萬 | 4.5% | −28,260−43.6% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 24,991 | $610.2 萬 | 3.9% | +24,991 | 新進 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 77,434 | $609.1 萬 | 3.8% | +77,434 | 新進 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 228,477 | $569.1 萬 | 3.6% | +228,477 | 新進 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 116,594 | $557.6 萬 | 3.5% | +116,594 | 新進 | – |
| ENVXEnovix Corp | COM | 854,471 | $442.6 萬 | 2.8% | +46,534+5.8% | 加碼 | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 77,682 | $439.6 萬 | 2.8% | +77,682 | 新進 | – |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 37,982 | $334.2 萬 | 2.1% | +37,982 | 新進 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 21,774 | $240.5 萬 | 1.5% | +21,774 | 新進 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 16,354 | $237.2 萬 | 1.5% | +16,354 | 新進 | – |
| XRPBitwise XRP ETF | BENEFICIAL INT | 148,603 | $223.4 萬 | 1.4% | +148,603 | 新進 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 422,565 | $196.1 萬 | 1.2% | +5,219+1.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,530 | $91.4 萬 | 0.6% | −436−22.2% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 14,209 | $84.9 萬 | 0.5% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 4,848 | $84.5 萬 | 0.5% | −1,962−28.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 3,008 | $76.4 萬 | 0.5% | −203−6.3% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,737 | $70.4 萬 | 0.4% | −4,773−38.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,928 | $61.0 萬 | 0.4% | −2,204−42.9% | 減碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 8,422 | $60.4 萬 | 0.4% | −230,251−96.5% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 2,472 | $60.0 萬 | 0.4% | +13+0.5% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 10,476 | $50.3 萬 | 0.3% | −302,559−96.7% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 11,371 | $45.6 萬 | 0.3% | −208,556−94.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 860 | $41.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 574 | $32.8 萬 | 0.2% | −161−21.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 875 | $32.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,712 | $32.2 萬 | 0.2% | −54,294−93.6% | 減碼 | – |
| Tidal Trust II88636R743 | DEFIANCE LARGE | 14,433 | $32.1 萬 | 0.2% | −20,133−58.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,053 | $30.2 萬 | 0.2% | −12,310−92.1% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 3,072 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 3,423 | $25.6 萬 | 0.2% | −63,331−94.9% | 減碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,787 | $23.6 萬 | 0.1% | −25−1.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 897 | $23.5 萬 | 0.1% | −13,270−93.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 606 | $22.5 萬 | 0.1% | −135−18.2% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 1,950 | $21.2 萬 | 0.1% | +1,950 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 590 | $21.1 萬 | 0.1% | −51−8.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,225 | $20.8 萬 | 0.1% | +1,225 | 新進 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,000 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Volatility Shs Tr92864M780 | XRP ETF | 12,860 | $9.75 萬 | 0.1% | −161,272−92.6% | 減碼 | – |
| DNNDenison Mines Corp. | COM | 10,850 | $3.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Bed Bath & Beyond Inc075896159 | *W EXP 10/07/202 | 41,621 | $2.34 萬 | <0.1% | +460+1.1% | 加碼 | – |
| URGUr-Energy Inc | COM | 10,800 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（7 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 98,070 | $763.8 萬 | 5.1% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,677 | $52.0 萬 | 0.4% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,143 | $31.9 萬 | 0.2% | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 942 | $28.5 萬 | 0.2% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,517 | $26.1 萬 | 0.2% | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 6,048 | $23.6 萬 | 0.2% | – |
| AVGOBroadcom Inc. | Stock | 581 | $20.1 萬 | 0.1% | 歷史 |