LifePlan Financial, LLC
- SEC CIK
- 0001739485
- 最新申報
- 2026/7/21
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/25 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 89
- 較 2024 年第 4 季 +3
- 總值
- $1.15 億
- 較 2024 年第 4 季 +$149.6 萬 (+1.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IAUiShares Gold Trust | ETF | 176,273 | $1,039 萬 | 9.1% | −4,645−2.6% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 97,887 | $799.4 萬 | 7.0% | +2,806+3.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 94,999 | $763.5 萬 | 6.7% | −1,038−1.1% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 59,661 | $513.0 萬 | 4.5% | +4,090+7.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 70,888 | $421.1 萬 | 3.7% | +2,123+3.1% | 加碼 | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 143,266 | $411.3 萬 | 3.6% | +3,280+2.3% | 加碼 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 113,263 | $262.0 萬 | 2.3% | +113,263 | 新進 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 103,545 | $261.6 萬 | 2.3% | +3,251+3.2% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 107,861 | $260.8 萬 | 2.3% | +3,380+3.2% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 107,623 | $260.6 萬 | 2.3% | +3,780+3.6% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 26,900 | $251.4 萬 | 2.2% | −1,376−4.9% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 8,294 | $222.6 萬 | 1.9% | +9+0.1% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 45,235 | $209.5 萬 | 1.8% | +1,444+3.3% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 47,518 | $208.6 萬 | 1.8% | +1,528+3.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,494 | $206.2 萬 | 1.8% | +317+6.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 22,779 | $204.7 萬 | 1.8% | +452+2.0% | 加碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 37,980 | $166.7 萬 | 1.5% | −9,591−20.2% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 23,072 | $150.5 萬 | 1.3% | +497+2.2% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 4,520 | $139.6 萬 | 1.2% | −211−4.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,824 | $136.5 萬 | 1.2% | −219−2.4% | 減碼 | 歷史 |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 62,077 | $134.8 萬 | 1.2% | +22,363+56.3% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 31,740 | $134.0 萬 | 1.2% | +1,040+3.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 36,031 | $133.0 萬 | 1.2% | +2,305+6.8% | 加碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 52,301 | $131.5 萬 | 1.1% | −12,844−19.7% | 減碼 | – |
| CVSCVS Health Corp | Stock | 18,994 | $128.7 萬 | 1.1% | −2,069−9.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,859 | $117.0 萬 | 1.0% | −477−6.5% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 9,530 | $116.2 萬 | 1.0% | +1,553+19.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 24,744 | $112.2 萬 | 1.0% | +1,078+4.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 8,009 | $106.1 萬 | 0.9% | −489−5.8% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 3,979 | $104.2 萬 | 0.9% | +402+11.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,794 | $103.5 萬 | 0.9% | −155−1.3% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 41,689 | $101.5 萬 | 0.9% | +1,048+2.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,845 | $101.4 萬 | 0.9% | +142+1.1% | 加碼 | – |
| BWABorgwarner Inc | COM | 34,668 | $99.3 萬 | 0.9% | −7,895−18.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 13,871 | $98.5 萬 | 0.9% | −189−1.3% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 32,173 | $97.9 萬 | 0.9% | −7,276−18.4% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 23,227 | $97.1 萬 | 0.8% | +1,727+8.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,105 | $97.0 萬 | 0.8% | +209+7.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,733 | $96.5 萬 | 0.8% | +170+4.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,980 | $94.7 萬 | 0.8% | −456−8.4% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 14,092 | $88.7 萬 | 0.8% | +490+3.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 13,690 | $86.9 萬 | 0.8% | +3,617+35.9% | 加碼 | 歷史 |
| VTRVentas, Inc. | REIT | 11,933 | $82.1 萬 | 0.7% | −2,922−19.7% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,198 | $79.8 萬 | 0.7% | −296−6.6% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 6,855 | $76.8 萬 | 0.7% | +868+14.5% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 12,201 | $75.4 萬 | 0.7% | +839+7.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 33,963 | $75.0 萬 | 0.7% | +1,532+4.7% | 加碼 | – |
| EMREmerson Electric Co | Stock | 6,839 | $75.0 萬 | 0.7% | −1,866−21.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,067 | $72.2 萬 | 0.6% | −261−4.1% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,984 | $67.9 萬 | 0.6% | +1,769+6.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 23,929 | $66.9 萬 | 0.6% | −1,772−6.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 3,996 | $66.3 萬 | 0.6% | −231−5.5% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 3,581 | $65.7 萬 | 0.6% | +623+21.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 22,660 | $64.1 萬 | 0.6% | −769−3.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,990 | $61.5 萬 | 0.5% | +2,712+82.7% | 加碼 | 歷史 |
| TERTeradyne, Inc | Stock | 6,628 | $54.7 萬 | 0.5% | −576−8.0% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 20,758 | $54.4 萬 | 0.5% | −1,507−6.8% | 減碼 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 7,005 | $53.6 萬 | 0.5% | −401−5.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,364 | $52.5 萬 | 0.5% | −23−1.0% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,492 | $51.5 萬 | 0.4% | +573+7.2% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 2,097 | $48.0 萬 | 0.4% | −97−4.4% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 1,749 | $46.4 萬 | 0.4% | −132−7.0% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,281 | $45.9 萬 | 0.4% | −148−2.7% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,048 | $45.9 萬 | 0.4% | +1,048 | 新進 | 歷史 |
| MASMasco Corp | COM | 6,427 | $44.7 萬 | 0.4% | +76+1.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,585 | $43.2 萬 | 0.4% | +51+3.3% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 13,875 | $42.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 2,532 | $42.6 萬 | 0.4% | −368−12.7% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 6,544 | $41.8 萬 | 0.4% | −281−4.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,508 | $38.5 萬 | 0.3% | −302−10.7% | 減碼 | 歷史 |
| HASHasbro, Inc. | COM | 6,146 | $37.8 萬 | 0.3% | +6,146 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,683 | $37.5 萬 | 0.3% | +452+10.7% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 4,861 | $36.3 萬 | 0.3% | −308−6.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 667 | $35.5 萬 | 0.3% | −45−6.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 708 | $35.2 萬 | 0.3% | +708 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 760 | $34.0 萬 | 0.3% | +760 | 新進 | 歷史 |
| KVUEKenvue Inc. | Stock | 13,981 | $33.5 萬 | 0.3% | −222−1.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,229 | $33.5 萬 | 0.3% | −543−3.9% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,907 | $33.3 萬 | 0.3% | +4,907 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 879 | $29.0 萬 | 0.3% | +879 | 新進 | 歷史 |
| EFXEquifax Inc | COM | 1,154 | $28.1 萬 | 0.2% | −190−14.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,211 | $26.4 萬 | 0.2% | +1,211 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 6,159 | $25.3 萬 | 0.2% | −41−0.7% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,520 | $25.3 萬 | 0.2% | −1,096−23.7% | 減碼 | 歷史 |
| CICigna Group | Stock | 713 | $23.4 萬 | 0.2% | −150−17.4% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,231 | $23.3 萬 | 0.2% | −151−6.3% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 3,594 | $23.2 萬 | 0.2% | −47−1.3% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,174 | $21.0 萬 | 0.2% | −62−5.0% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 4,543 | $20.8 萬 | 0.2% | −7,217−61.4% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（5 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 109,647 | $250.0 萬 | 2.2% | – |
| KMXCarMax Inc | COM | 4,601 | $37.6 萬 | 0.3% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,731 | $36.4 萬 | 0.3% | 歷史 |
| TRUTransUnion | COM | 3,142 | $29.1 萬 | 0.3% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,963 | $22.6 萬 | 0.2% | – |