Professional Planning
- SEC CIK
- 0001740871
- 最新申報
- 2021/11/15
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 130
- 較 2021 年第 1 季 +10
- 總值
- $2.18 億
- 較 2021 年第 1 季 +$1,302 萬 (+6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 2,649 | $139.9 萬 | 0.6% | −618−18.9% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 3,950 | $152.8 萬 | 0.7% | −1,444−26.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 6,577 | $157.5 萬 | 0.7% | −197−2.9% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 21,329 | $157.9 萬 | 0.7% | +1,391+7.0% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,114 | $176.1 萬 | 0.8% | −635−4.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,451 | $179.2 萬 | 0.8% | +403+6.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 19,317 | $180.0 萬 | 0.8% | −3,186−14.2% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 19,693 | $201.6 萬 | 0.9% | +11,424+138.2% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $209.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 9,430 | $221.5 萬 | 1.0% | +304+3.3% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 21,281 | $226.2 萬 | 1.0% | +3,187+17.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 16,058 | $249.7 萬 | 1.1% | +877+5.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,211 | $265.8 萬 | 1.2% | −40−0.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 24,000 | $268.3 萬 | 1.2% | −120−0.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,261 | $316.0 萬 | 1.5% | −5−0.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 18,458 | $324.4 萬 | 1.5% | −238−1.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,066 | $384.7 萬 | 1.8% | +53+0.5% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188101 | CORP BOND ETF | 70,252 | $391.3 萬 | 1.8% | −20,893−22.9% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 44,564 | $400.8 萬 | 1.8% | −52,419−54.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,768 | $431.7 萬 | 2.0% | −12−0.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,644 | $435.0 萬 | 2.0% | −162−1.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,439 | $435.1 萬 | 2.0% | +354+7.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,603 | $459.0 萬 | 2.1% | −493−4.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,436 | $505.4 萬 | 2.3% | −860−10.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 26,346 | $961.8 萬 | 4.4% | −1,269−4.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 41,177 | $962.8 萬 | 4.4% | −1,238−2.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 30,942 | $1,097 萬 | 5.0% | −771−2.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 47,649 | $1,291 萬 | 5.9% | −146−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,317 | $2,517 萬 | 11.6% | −178−2.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 191,010 | $2,616 萬 | 12.0% | −3,414−1.8% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（3 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。