LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 83
- 較 2025 年第 1 季 −1
- 總值
- $3.43 億
- 較 2025 年第 1 季 +$3,237 萬 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 629,957 | $6,879 萬 | 20.1% | +19,916+3.3% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 307,687 | $6,013 萬 | 17.5% | +13,218+4.5% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 221,668 | $2,929 萬 | 8.5% | +9,694+4.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 354,315 | $1,796 萬 | 5.2% | +35,486+11.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 184,640 | $1,541 萬 | 4.5% | −8,431−4.4% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 257,351 | $1,294 萬 | 3.8% | +898+0.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 228,288 | $1,129 萬 | 3.3% | +82,616+56.7% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 98,141 | $1,076 萬 | 3.1% | −1,743−1.7% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 97,237 | $775.6 萬 | 2.3% | +11,258+13.1% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 34,907 | $753.3 萬 | 2.2% | +3,039+9.5% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 62,998 | $561.1 萬 | 1.6% | +1,232+2.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 31,565 | $557.9 萬 | 1.6% | +1,333+4.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,495 | $461.2 萬 | 1.3% | +295+3.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 173,115 | $452.2 萬 | 1.3% | −6,809−3.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 28,047 | $443.1 萬 | 1.3% | −342−1.2% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 15,564 | $437.1 萬 | 1.3% | −223−1.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 81,485 | $414.9 萬 | 1.2% | +9,520+13.2% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 88,159 | $406.9 萬 | 1.2% | −8,601−8.9% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 41,863 | $385.0 萬 | 1.1% | −218−0.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 21,473 | $353.1 萬 | 1.0% | +90+0.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 24,579 | $330.3 萬 | 1.0% | −2,192−8.2% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 32,598 | $323.4 萬 | 0.9% | −677−2.0% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 63,677 | $312.2 萬 | 0.9% | +47,996+306.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 52,311 | $298.2 萬 | 0.9% | +79+0.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 22,859 | $238.8 萬 | 0.7% | −28,490−55.5% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 19,058 | $209.8 萬 | 0.6% | −453−2.3% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,145 | $208.6 萬 | 0.6% | −17−0.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,701 | $203.7 萬 | 0.6% | −28−0.4% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 20,123 | $184.6 萬 | 0.5% | +5,513+37.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 20,006 | $170.5 萬 | 0.5% | −86−0.4% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,457 | $150.4 萬 | 0.4% | +4+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,679 | $146.5 萬 | 0.4% | +117+1.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,737 | $145.3 萬 | 0.4% | −42−0.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,408 | $136.8 萬 | 0.4% | +8+0.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,531 | $129.3 萬 | 0.4% | +332+1.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,880 | $126.3 萬 | 0.4% | +115+4.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,142 | $112.3 萬 | 0.3% | −20.0% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 23,430 | $108.3 萬 | 0.3% | +12,250+109.6% | 加碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 5,211 | $89.1 萬 | 0.3% | +3+0.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,279 | $88.6 萬 | 0.3% | +3,600+33.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,967 | $81.4 萬 | 0.2% | −148−3.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,526 | $79.8 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $73.6 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,521 | $72.3 萬 | 0.2% | +2,088+32.5% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,844 | $70.6 萬 | 0.2% | −257−8.3% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,226 | $69.4 萬 | 0.2% | −382−14.6% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,003 | $67.4 萬 | 0.2% | +93+1.9% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,493 | $67.3 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,294 | $64.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,142 | $63.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G102 | CONV BD ETF | 6,852 | $61.7 萬 | 0.2% | −546−7.4% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,798 | $61.1 萬 | 0.2% | +165+10.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 3,084 | $54.7 萬 | 0.2% | −77−2.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 862 | $53.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 4,366 | $52.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,192 | $51.7 萬 | 0.2% | −67,987−89.2% | 減碼 | – |
| MMM3M Co | Stock | 3,169 | $48.2 萬 | 0.1% | +933+41.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,990 | $47.2 萬 | 0.1% | −76−3.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,455 | $46.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,000 | $42.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,160 | $42.1 萬 | 0.1% | +688+46.7% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,059 | $38.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,958 | $36.9 萬 | 0.1% | 00.0% | 不變 | – |
| DELLDell Technologies Inc. | Stock | 2,921 | $35.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,121 | $35.8 萬 | 0.1% | +1,121 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 4,875 | $34.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 3,046 | $33.5 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,074 | $33.4 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 451 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,763 | $32.8 萬 | 0.1% | −144−3.7% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 633 | $32.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 1,188 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,060 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,500 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENVXEnovix Corp | COM | 24,552 | $25.4 萬 | 0.1% | −4,320−15.0% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,250 | $24.6 萬 | 0.1% | +2,250 | 新進 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,336 | $24.2 萬 | 0.1% | −368−9.9% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,994 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 632 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,300 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,006 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 733 | $20.5 萬 | 0.1% | +733 | 新進 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 15,270 | $20.0 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。