LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/17 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 84
- 較 2025 年第 2 季 +1
- 總值
- $3.75 億
- 較 2025 年第 2 季 +$3,201 萬 (+9.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 644,323 | $7,764 萬 | 20.7% | +14,366+2.3% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 317,272 | $6,552 萬 | 17.5% | +9,585+3.1% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 225,308 | $3,147 萬 | 8.4% | +3,640+1.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 356,165 | $1,807 萬 | 4.8% | +1,850+0.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 191,161 | $1,669 萬 | 4.5% | +6,521+3.5% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 263,627 | $1,335 萬 | 3.6% | +6,276+2.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 235,206 | $1,274 萬 | 3.4% | +6,918+3.0% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 99,836 | $1,113 萬 | 3.0% | +1,695+1.7% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 98,199 | $870.5 萬 | 2.3% | +962+1.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 35,375 | $855.9 萬 | 2.3% | +468+1.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 32,531 | $606.7 萬 | 1.6% | +966+3.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 64,438 | $589.1 萬 | 1.6% | +1,440+2.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 26,257 | $489.9 萬 | 1.3% | −1,790−6.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 15,671 | $473.8 萬 | 1.3% | +107+0.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 176,453 | $469.7 萬 | 1.3% | +3,338+1.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,251 | $465.1 萬 | 1.2% | −244−2.6% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 46,454 | $448.5 萬 | 1.2% | +4,591+11.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 87,846 | $448.4 萬 | 1.2% | +6,361+7.8% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 89,887 | $429.1 萬 | 1.1% | +1,728+2.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 21,993 | $384.0 萬 | 1.0% | +520+2.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 24,957 | $355.8 萬 | 0.9% | +378+1.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 34,190 | $342.8 萬 | 0.9% | +1,592+4.9% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 65,027 | $325.6 萬 | 0.9% | +1,350+2.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 53,877 | $322.8 萬 | 0.9% | +1,566+3.0% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 34,490 | $316.4 萬 | 0.8% | +14,367+71.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 20,459 | $247.0 萬 | 0.7% | +1,401+7.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,301 | $246.5 萬 | 0.7% | +156+5.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,688 | $231.0 萬 | 0.6% | −1,171−5.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,787 | $222.7 萬 | 0.6% | +86+1.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 5,471 | $180.5 萬 | 0.5% | +14+0.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 20,044 | $179.1 萬 | 0.5% | +38+0.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,677 | $160.0 萬 | 0.4% | −60−1.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,871 | $150.9 萬 | 0.4% | +192+2.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,408 | $147.5 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 22,342 | $147.3 萬 | 0.4% | +811+3.8% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 20,716 | $135.2 萬 | 0.4% | +6,437+45.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,277 | $122.1 萬 | 0.3% | +135+2.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,497 | $119.8 萬 | 0.3% | −383−13.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,535 | $110.2 萬 | 0.3% | +9+0.2% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 23,430 | $109.4 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 5,415 | $101.7 萬 | 0.3% | +204+3.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,784 | $96.3 萬 | 0.3% | −183−4.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,101 | $93.4 萬 | 0.2% | +646+44.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,193 | $82.1 萬 | 0.2% | +672+7.9% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $79.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,985 | $77.5 萬 | 0.2% | +141+5.0% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,493 | $73.1 萬 | 0.2% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 2,081 | $71.8 萬 | 0.2% | −145−6.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,053 | $70.3 萬 | 0.2% | +50+1.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,153 | $69.2 萬 | 0.2% | +11+1.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,310 | $67.8 萬 | 0.2% | +16+1.2% | 加碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 6,732 | $67.4 萬 | 0.2% | −120−1.8% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,798 | $65.7 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,594 | $63.2 萬 | 0.2% | −490−15.9% | 減碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 4,785 | $60.6 萬 | 0.2% | +419+9.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 852 | $56.8 萬 | 0.2% | −10−1.2% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 7,894 | $53.3 萬 | 0.1% | −298−3.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,070 | $52.6 萬 | 0.1% | +80+4.0% | 加碼 | – |
| MMM3M Co | Stock | 3,169 | $49.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,000 | $46.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,220 | $46.3 萬 | 0.1% | +60+2.8% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,162 | $46.0 萬 | 0.1% | +103+9.7% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,964 | $41.1 萬 | 0.1% | +6+0.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 5,483 | $39.5 萬 | 0.1% | +608+12.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,753 | $36.7 萬 | 0.1% | −10−0.3% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 2,576 | $36.5 萬 | 0.1% | −345−11.8% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,074 | $36.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 3,049 | $33.9 萬 | 0.1% | +3+0.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,060 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 451 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 1,188 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 633 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,275 | $26.2 萬 | 0.1% | +25+1.1% | 加碼 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 16,803 | $26.0 萬 | 0.1% | +1,533+10.0% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,317 | $25.4 萬 | 0.1% | −19−0.6% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,245 | $25.4 萬 | 0.1% | +251+8.4% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 1,509 | $24.5 萬 | 0.1% | +9+0.6% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,410 | $24.3 萬 | 0.1% | +110+3.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 803 | $23.6 萬 | 0.1% | +70+9.5% | 加碼 | – |
| VVisa Inc. | Stock | 643 | $21.9 萬 | 0.1% | +11+1.7% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,410 | $20.5 萬 | 0.1% | +1,410 | 新進 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 1,485 | $20.5 萬 | 0.1% | +1,485 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 4,815 | $20.3 萬 | 0.1% | +4,815 | 新進 | – |
| ENVXEnovix Corp | COM | 16,914 | $16.9 萬 | <0.1% | −7,638−31.1% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。