Rice Partnership, LLC
- SEC CIK
- 0001736736
- 最新申報
- 2026/7/29
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 188
- 較 2025 年第 2 季 +20
- 總值
- $7.04 億
- 較 2025 年第 2 季 +$1.29 億 (+22.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Inc464286533 | MSCI EMERG MRKT | 12 | $766 | <0.1% | +12 | 新進 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5 | $873 | <0.1% | −4−44.4% | 減碼 | – |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 43 | $1,097 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5 | $1,271 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464289529 | INDIA 50 ETF | 27 | $1,374 | <0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 20 | $1,387 | <0.1% | 00.0% | 不變 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 80 | $2,013 | <0.1% | +80 | 新進 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 36 | $2,762 | <0.1% | +36 | 新進 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 37 | $3,139 | <0.1% | +37 | 新進 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 35 | $3,498 | <0.1% | +35 | 新進 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 31 | $5,101 | <0.1% | +31 | 新進 | – |
| Vanguard Energy ETF92204A306 | ETF | 52 | $6,594 | <0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 12 | $7,349 | <0.1% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 28 | $9,320 | <0.1% | +28 | 新進 | – |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 150 | $9,948 | <0.1% | +150 | 新進 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 72 | $1.01 萬 | <0.1% | +72 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 71 | $1.01 萬 | <0.1% | +49+222.7% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 81 | $1.13 萬 | <0.1% | −315−79.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 200 | $1.14 萬 | <0.1% | +200 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 278 | $1.17 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 229 | $1.17 萬 | <0.1% | +229 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 292 | $1.48 萬 | <0.1% | +292 | 新進 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 128 | $1.61 萬 | <0.1% | +128 | 新進 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 618 | $1.63 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 320 | $1.71 萬 | <0.1% | +320 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 117 | $2.28 萬 | <0.1% | +117 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 243 | $2.31 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 175 | $2.49 萬 | <0.1% | −25−12.5% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 976 | $2.63 萬 | <0.1% | +976 | 新進 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 105 | $2.69 萬 | <0.1% | +24+29.6% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 138 | $2.70 萬 | <0.1% | +31+29.0% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 233 | $2.76 萬 | <0.1% | −349−60.0% | 減碼 | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 90 | $2.87 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286509 | MSCI CDA ETF | 571 | $2.89 萬 | <0.1% | −535−48.4% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 204 | $2.97 萬 | <0.1% | −9−4.2% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 458 | $3.59 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 320 | $3.64 萬 | <0.1% | +70+28.0% | 加碼 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 358 | $3.97 萬 | <0.1% | +358 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 402 | $4.16 萬 | <0.1% | +402 | 新進 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 844 | $4.31 萬 | <0.1% | +844 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 60 | $4.48 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 448 | $4.61 萬 | <0.1% | +448 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 249 | $4.64 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 494 | $5.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 470 | $5.20 萬 | <0.1% | +370+370.0% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 543 | $5.24 萬 | <0.1% | +543 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 580 | $5.30 萬 | <0.1% | +29+5.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 518 | $6.16 萬 | <0.1% | +518 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 223 | $6.87 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 717 | $7.64 萬 | <0.1% | +146+25.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 900 | $7.86 萬 | <0.1% | +43+5.0% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 382 | $7.89 萬 | <0.1% | +90+30.8% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 859 | $7.99 萬 | <0.1% | −3−0.3% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 1,246 | $8.45 萬 | <0.1% | +312+33.4% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 587 | $8.55 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 833 | $8.89 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 146 | $9.77 萬 | <0.1% | +34+30.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 839 | $10.1 萬 | <0.1% | +171+25.6% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 807 | $10.5 萬 | <0.1% | +429+113.5% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 454 | $10.9 萬 | <0.1% | +45+11.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 228 | $10.9 萬 | <0.1% | +141+162.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 2,067 | $11.0 萬 | <0.1% | +2,067 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 894 | $12.5 萬 | <0.1% | +570+175.9% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,389 | $13.3 萬 | <0.1% | +695+100.1% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 1,300 | $13.9 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 548 | $14.2 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 468 | $15.0 萬 | <0.1% | +12+2.6% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 2,853 | $15.4 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 960 | $17.0 萬 | <0.1% | +22+2.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 595 | $17.5 萬 | <0.1% | +466+361.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,769 | $17.7 萬 | <0.1% | +1,769 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 6,917 | $18.2 萬 | <0.1% | +3,464+100.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 758 | $18.3 萬 | <0.1% | −18−2.3% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 1,972 | $18.8 萬 | <0.1% | +22+1.1% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 3,988 | $19.5 萬 | <0.1% | +176+4.6% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 500 | $19.8 萬 | <0.1% | 00.0% | 不變 | – |
| ENTGEntegris Inc | COM | 2,172 | $20.1 萬 | <0.1% | +2,172 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,169 | $20.3 萬 | <0.1% | +1,172+117.6% | 加碼 | – |
| RPMRPM International Inc | COM | 1,780 | $21.0 萬 | <0.1% | +1,780 | 新進 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 790 | $21.6 萬 | <0.1% | 00.0% | 不變 | – |
| GMEGameStop Corp. | Stock | 7,978 | $21.8 萬 | <0.1% | +7,978 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 1,930 | $22.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 932 | $22.3 萬 | <0.1% | −15,591−94.4% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,620 | $23.4 萬 | <0.1% | +208+8.6% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 902 | $24.4 萬 | <0.1% | 00.0% | 不變 | – |
| AAgilent Technologies, Inc. | COM | 1,934 | $24.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 882 | $26.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 3,345 | $28.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 705 | $28.4 萬 | <0.1% | 00.0% | 不變 | – |
| LHLabcorp Holdings Inc. | Stock | 1,000 | $28.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,137 | $29.2 萬 | <0.1% | 00.0% | 不變 | – |
| CPRTCopart Inc | COM | 6,520 | $29.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 647 | $29.6 萬 | <0.1% | −2−0.3% | 減碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 1,604 | $30.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 6,473 | $30.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLTOVeralto Corp | Stock | 2,913 | $31.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSLCarlisle Companies Inc | COM | 964 | $31.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 970 | $31.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,155 | $32.6 萬 | <0.1% | −370−24.3% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 3,200 | $34.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（11 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 12,846 | $384.0 萬 | 0.7% | 歷史 |
| CRMSalesforce, Inc. | Stock | 9,006 | $245.6 萬 | 0.4% | 歷史 |
| EQIXEquinix Inc | COM | 1,348 | $107.2 萬 | 0.2% | 歷史 |
| CLColgate Palmolive Co | Stock | 4,056 | $36.9 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,921 | $33.1 萬 | 0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 549 | $29.8 萬 | 0.1% | 歷史 |
| DRSLeonardo DRS, Inc. | Stock | 4,345 | $20.2 萬 | <0.1% | 歷史 |
| iShares Tr464289180 | MSCI EURO FL ETF | 2,553 | $8.08 萬 | <0.1% | – |
| State Street SPDR S&P Software & Services ETF78464A599 | ETF | 76 | $1.44 萬 | <0.1% | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 526 | $1.28 萬 | <0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 43 | $3,631 | <0.1% | – |