Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 49
- 較 2026 年第 1 季 −1
- 總值
- $1.66 億
- 較 2026 年第 1 季 +$727.5 萬 (+4.6%)
| 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 | 280,248 | $1,997 萬 | 12.1% | +581+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,018 | $1,695 萬 | 10.2% | −185−0.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 65,994 | $1,404 萬 | 8.5% | +444+0.7% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 58,894 | $861.0 萬 | 5.2% | −257−0.4% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 317,941 | $843.2 萬 | 5.1% | +7,455+2.4% | 加碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 251,344 | $800.8 萬 | 4.8% | +5,651+2.3% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 36,555 | $796.6 萬 | 4.8% | +38+0.1% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 77,483 | $792.7 萬 | 4.8% | +49+0.1% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 151,094 | $790.8 萬 | 4.8% | +2,926+2.0% | 加碼 | – |
| CVXChevron Corp | Stock | 44,951 | $745.1 萬 | 4.5% | +515+1.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,178 | $632.8 萬 | 3.8% | +104+0.6% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 24,224 | $619.3 萬 | 3.7% | −767−3.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 119,352 | $577.1 萬 | 3.5% | +2,758+2.4% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 233,476 | $575.8 萬 | 3.5% | +4,999+2.2% | 加碼 | – |
| ENVXEnovix Corp | COM | 844,850 | $512.8 萬 | 3.1% | −9,621−1.1% | 減碼 | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 79,141 | $460.2 萬 | 2.8% | +1,459+1.9% | 加碼 | – |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 38,389 | $339.7 萬 | 2.1% | +407+1.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 16,381 | $278.7 萬 | 1.7% | +27+0.2% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 21,939 | $273.7 萬 | 1.7% | +165+0.8% | 加碼 | – |
| NXHNeighborhood Intelligence, Inc. | COM | 421,102 | $243.8 萬 | 1.5% | −1,463−0.3% | 減碼 | 歷史 |
| XRPBitwise XRP ETF | BENEFICIAL INT | 153,726 | $179.2 萬 | 1.1% | +5,123+3.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,514 | $104.0 萬 | 0.6% | −16−1.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 4,828 | $96.6 萬 | 0.6% | −20−0.4% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,323 | $85.7 萬 | 0.5% | −414−5.4% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 14,209 | $84.9 萬 | 0.5% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 2,908 | $84.1 萬 | 0.5% | −100−3.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,918 | $69.5 萬 | 0.4% | −10−0.3% | 減碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 8,422 | $69.3 萬 | 0.4% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 2,484 | $67.6 萬 | 0.4% | +12+0.5% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 10,388 | $50.3 萬 | 0.3% | −88−0.8% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 11,411 | $46.0 萬 | 0.3% | +40+0.4% | 加碼 | – |
| Tidal Trust II88636R743 | DEFIANCE LARGE | 14,433 | $37.6 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 698 | $34.9 萬 | 0.2% | −162−18.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,215 | $34.0 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| MSFTMicrosoft Corp | Stock | 875 | $32.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 574 | $32.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 898 | $27.2 萬 | 0.2% | +1+0.1% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,976 | $25.7 萬 | 0.2% | −736−19.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 606 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 3,374 | $25.4 萬 | 0.2% | −49−1.4% | 減碼 | – |
| ETNEaton Corp plc | Stock | 574 | $24.5 萬 | 0.1% | −16−2.7% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 3,072 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 4,570 | $22.5 萬 | 0.1% | +4,570 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 581 | $21.9 萬 | 0.1% | +581 | 新進 | 歷史 |
| NXENexGen Energy Ltd. | COM | 11,000 | $10.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Volatility Shs Tr92864M780 | XRP ETF | 12,493 | $7.17 萬 | <0.1% | −367−2.9% | 減碼 | – |
| DNNDenison Mines Corp. | COM | 10,850 | $3.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Bed Bath & Beyond Inc075896159 | *W EXP 10/07/202 | 41,526 | $1.74 萬 | <0.1% | −95−0.2% | 減碼 | – |
| URGUr-Energy Inc | COM | 10,800 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。