LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 84
- 較 2024 年第 4 季 +6
- 總值
- $3.10 億
- 較 2024 年第 4 季 −$86.8 萬 (−0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 610,041 | $5,661 萬 | 18.2% | −10,084−1.6% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 294,469 | $5,612 萬 | 18.1% | +14,554+5.2% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 211,974 | $2,670 萬 | 8.6% | +9,275+4.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 318,829 | $1,614 萬 | 5.2% | +134,762+73.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 193,071 | $1,461 萬 | 4.7% | +3,868+2.0% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 256,453 | $1,280 萬 | 4.1% | +7,266+2.9% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 99,884 | $1,086 萬 | 3.5% | +2,403+2.5% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 85,979 | $674.1 萬 | 2.2% | +4,971+6.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 145,672 | $659.3 萬 | 2.1% | +7,686+5.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 31,868 | $635.7 萬 | 2.0% | +1,189+3.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 61,766 | $559.2 萬 | 1.8% | +4,287+7.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 51,349 | $541.4 萬 | 1.7% | −3,035−5.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,232 | $522.2 萬 | 1.7% | −143−0.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,200 | $490.0 萬 | 1.6% | +140+1.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 179,924 | $436.9 萬 | 1.4% | +13,063+7.8% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 76,179 | $419.7 萬 | 1.4% | +3,918+5.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 15,787 | $400.8 萬 | 1.3% | −4,758−23.2% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 96,760 | $391.5 萬 | 1.3% | +6,405+7.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 71,965 | $365.9 萬 | 1.2% | +20,597+40.1% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 42,081 | $358.0 萬 | 1.2% | −864−2.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 21,383 | $343.3 萬 | 1.1% | −29−0.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 33,275 | $329.2 萬 | 1.1% | −70,035−67.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 26,771 | $309.5 萬 | 1.0% | +777+3.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 28,389 | $307.7 萬 | 1.0% | −480−1.7% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 52,232 | $265.5 萬 | 0.9% | −825−1.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,729 | $184.9 萬 | 0.6% | +59+0.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 19,511 | $181.1 萬 | 0.6% | −206−1.0% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,162 | $171.5 萬 | 0.6% | −10−0.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 20,092 | $165.8 萬 | 0.5% | +520+2.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,608 | $136.6 萬 | 0.4% | +1,742+201.2% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 14,610 | $134.0 萬 | 0.4% | −6,600−31.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,562 | $124.8 萬 | 0.4% | +118+1.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,400 | $123.3 萬 | 0.4% | +2,400 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,779 | $119.3 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,199 | $114.4 萬 | 0.4% | −21−0.1% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,144 | $105.0 萬 | 0.3% | +467+8.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,765 | $102.5 萬 | 0.3% | −2−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,115 | $91.4 萬 | 0.3% | +26+0.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,453 | $91.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 3,101 | $82.1 萬 | 0.3% | +160+5.4% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,681 | $77.8 萬 | 0.3% | −1,111−6.6% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 5,208 | $77.3 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,910 | $71.7 萬 | 0.2% | +230+4.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,525 | $70.0 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $66.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,679 | $62.3 萬 | 0.2% | +7,000+190.3% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 7,398 | $61.9 萬 | 0.2% | −654−8.1% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,493 | $60.2 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,433 | $60.1 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,142 | $53.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 11,180 | $51.5 萬 | 0.2% | +11,180 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,633 | $50.1 萬 | 0.2% | −6−0.4% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 3,161 | $49.4 萬 | 0.2% | +77+2.5% | 加碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 4,366 | $49.3 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,294 | $48.6 萬 | 0.2% | +90+7.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 862 | $48.2 萬 | 0.2% | −52−5.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,066 | $45.8 萬 | 0.1% | −34−1.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,455 | $37.7 萬 | 0.1% | −786−35.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,000 | $36.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,059 | $34.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 3,046 | $33.8 萬 | 0.1% | −2,945−49.2% | 減碼 | – |
| MMM3M Co | Stock | 2,236 | $32.8 萬 | 0.1% | +268+13.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,907 | $31.5 萬 | 0.1% | −49−1.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 4,875 | $31.5 萬 | 0.1% | +388+8.6% | 加碼 | – |
| ECLEcolab Inc. | Stock | 1,188 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,958 | $30.0 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,074 | $29.6 萬 | 0.1% | +8+0.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,472 | $27.4 萬 | 0.1% | −112−7.1% | 減碼 | – |
| CORCencora, Inc. | Stock | 968 | $26.9 萬 | 0.1% | +968 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,921 | $26.6 萬 | 0.1% | +361+14.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,060 | $26.0 萬 | 0.1% | −50−4.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 451 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,994 | $24.5 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,006 | $23.9 萬 | 0.1% | +2,006 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,500 | $23.8 萬 | 0.1% | +1,500 | 新進 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,704 | $23.5 萬 | 0.1% | −17−0.5% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 633 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 632 | $22.1 萬 | 0.1% | +632 | 新進 | 歷史 |
| ENVXEnovix Corp | COM | 28,872 | $21.2 萬 | 0.1% | −21,623−42.8% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,781 | $20.7 萬 | 0.1% | +1,781 | 新進 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 4,177 | $20.6 萬 | 0.1% | +4,177 | 新進 | – |
| FCXFreeport-McMoran Inc | Stock | 5,316 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,300 | $20.0 萬 | 0.1% | +3,300 | 新進 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 15,270 | $17.4 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。