Maimon Wealth Management Ltd.
- SEC CIK
- 0001760401
- 最新申報
- 2026/7/24
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/5/7 申報。只含多頭部位。
- 持股檔數
- 71
- 2025 年第 3 季沒有申報
- 總值
- $1.08 億
- 2025 年第 3 季沒有申報
Maimon Wealth Management Ltd. 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 152,690 | $780.2 萬 | 7.3% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 66,050 | $662.7 萬 | 6.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 70,135 | $552.7 萬 | 5.1% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 97,575 | $493.5 萬 | 4.6% | – | – | – |
| SYKStryker Corp | Stock | 12,298 | $432.2 萬 | 4.0% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,835 | $430.3 萬 | 4.0% | – | – | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 42,640 | $409.1 萬 | 3.8% | – | – | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 37,860 | $406.4 萬 | 3.8% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 43,100 | $401.2 萬 | 3.7% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 79,626 | $388.2 萬 | 3.6% | – | – | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 74,180 | $349.3 萬 | 3.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34,525 | $308.9 萬 | 2.9% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 26,772 | $299.3 萬 | 2.8% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 13,630 | $270.7 萬 | 2.5% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 32,737 | $252.1 萬 | 2.3% | – | – | – |
| AAPLApple Inc. | Stock | 9,256 | $251.6 萬 | 2.3% | – | – | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 28,205 | $232.2 萬 | 2.2% | – | – | – |
| IAUiShares Gold Trust | ETF | 28,460 | $231.0 萬 | 2.1% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 42,352 | $192.5 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,630 | $188.5 萬 | 1.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,826 | $185.0 萬 | 1.7% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 16,580 | $169.1 萬 | 1.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 9,064 | $169.0 萬 | 1.6% | – | – | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 16,485 | $154.9 萬 | 1.4% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 40,248 | $153.1 萬 | 1.4% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 21,440 | $148.9 萬 | 1.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,327 | $142.6 萬 | 1.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,640 | $141.4 萬 | 1.3% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,077 | $113.5 萬 | 1.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,335 | $113.0 萬 | 1.0% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 10,300 | $103.4 萬 | 1.0% | – | – | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 26,375 | $99.6 萬 | 0.9% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 20,845 | $97.6 萬 | 0.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,016 | $97.2 萬 | 0.9% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,530 | $94.0 萬 | 0.9% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 10,050 | $76.1 萬 | 0.7% | – | – | – |
| EMREmerson Electric Co | Stock | 5,500 | $73.0 萬 | 0.7% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 5,040 | $71.1 萬 | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,049 | $64.1 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,147 | $59.4 萬 | 0.6% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,250 | $58.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,730 | $53.5 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,299 | $53.1 萬 | 0.5% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,233 | $47.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 600 | $45.2 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,198 | $41.2 萬 | 0.4% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,583 | $35.4 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,139 | $34.8 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,844 | $31.7 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,100 | $31.6 萬 | 0.3% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,000 | $30.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,003 | $29.1 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 500 | $28.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,775 | $28.5 萬 | 0.3% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,238 | $27.1 萬 | 0.3% | – | – | – |
| CLColgate Palmolive Co | Stock | 3,266 | $25.8 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 1,550 | $24.8 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,103 | $23.6 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 950 | $23.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 1,590 | $22.5 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 3,204 | $22.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 1,590 | $22.2 萬 | 0.2% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 734 | $21.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,400 | $21.2 萬 | 0.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,100 | $21.0 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 1,702 | $20.5 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,239 | $20.5 萬 | 0.2% | – | – | – |
| NBBNuveen Taxable Municipal Income Fund | COM | 10,000 | $15.8 萬 | 0.1% | – | – | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 10,000 | $14.9 萬 | 0.1% | – | – | 歷史 |
| BLWBlackRock Ltd Duration Income Trust | COM SHS | 10,000 | $13.7 萬 | 0.1% | – | – | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 10,000 | $12.8 萬 | 0.1% | – | – | 歷史 |