LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/6 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 87
- 較 2025 年第 3 季 +3
- 總值
- $3.96 億
- 較 2025 年第 3 季 +$2,159 萬 (+5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 659,713 | $8,032 萬 | 20.3% | +15,390+2.4% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 329,407 | $6,986 萬 | 17.6% | +12,135+3.8% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 231,561 | $3,266 萬 | 8.2% | +6,253+2.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 196,192 | $1,755 萬 | 4.4% | +5,031+2.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 321,899 | $1,628 萬 | 4.1% | −34,266−9.6% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 275,811 | $1,364 萬 | 3.4% | +12,184+4.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 242,904 | $1,306 萬 | 3.3% | +7,698+3.3% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 102,504 | $1,129 萬 | 2.8% | +2,668+2.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 39,923 | $982.7 萬 | 2.5% | +4,548+12.9% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 100,943 | $918.3 萬 | 2.3% | +2,744+2.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 36,790 | $702.7 萬 | 1.8% | +4,259+13.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 66,439 | $587.9 萬 | 1.5% | +2,001+3.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 16,052 | $496.1 萬 | 1.3% | +381+2.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 179,130 | $491.4 萬 | 1.2% | +2,677+1.5% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 49,147 | $473.1 萬 | 1.2% | +2,693+5.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 91,984 | $468.6 萬 | 1.2% | +4,138+4.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,018 | $453.3 萬 | 1.1% | −233−2.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,269 | $452.6 萬 | 1.1% | −1,988−7.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 24,966 | $442.8 萬 | 1.1% | +2,973+13.5% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 92,172 | $422.5 萬 | 1.1% | +2,285+2.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 38,925 | $388.8 萬 | 1.0% | +4,735+13.8% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 25,435 | $364.6 萬 | 0.9% | +478+1.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 56,433 | $352.5 萬 | 0.9% | +2,556+4.7% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 66,917 | $336.5 萬 | 0.8% | +1,890+2.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 25,850 | $318.6 萬 | 0.8% | +5,391+26.4% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 32,480 | $296.8 萬 | 0.7% | −2,010−5.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 41,165 | $271.7 萬 | 0.7% | +20,449+98.7% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,324 | $250.6 萬 | 0.6% | +23+0.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,991 | $234.4 萬 | 0.6% | +204+3.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 20,276 | $217.2 萬 | 0.5% | −1,412−6.5% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,779 | $200.0 萬 | 0.5% | +308+5.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 20,085 | $185.4 萬 | 0.5% | +41+0.2% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 39,030 | $181.6 萬 | 0.5% | +15,600+66.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 7,643 | $176.4 萬 | 0.4% | +772+11.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,836 | $170.4 萬 | 0.4% | +482+4.2% | 加碼依 2 比 1 拆股換算 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 24,996 | $168.0 萬 | 0.4% | +2,654+11.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,588 | $162.3 萬 | 0.4% | +180+7.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,435 | $138.8 萬 | 0.4% | −100−2.2% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,817 | $135.4 萬 | 0.3% | +540+8.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,509 | $122.4 萬 | 0.3% | +12+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,923 | $106.7 萬 | 0.3% | +139+3.7% | 加碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 5,084 | $98.4 萬 | 0.2% | −331−6.1% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,161 | $95.4 萬 | 0.2% | +1,108+21.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,094 | $94.2 萬 | 0.2% | −7−0.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,904 | $91.1 萬 | 0.2% | +310+12.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,775 | $85.8 萬 | 0.2% | +465+35.5% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 11,347 | $85.6 萬 | 0.2% | +11,347 | 新進 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,978 | $84.2 萬 | 0.2% | +1,758+79.2% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,591 | $81.6 萬 | 0.2% | +13+0.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,443 | $80.6 萬 | 0.2% | +362+17.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 18,021 | $80.6 萬 | 0.2% | −365−2.0% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,521 | $73.6 萬 | 0.2% | +28+0.8% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,513 | $72.3 萬 | 0.2% | −472−15.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 7,214 | $71.8 萬 | 0.2% | +3,461+92.2% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 6,975 | $70.0 萬 | 0.2% | +6,975 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,138 | $69.9 萬 | 0.2% | −15−1.3% | 減碼 | – |
| CORCencora, Inc. | Stock | 2,063 | $69.7 萬 | 0.2% | +2,063 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,798 | $67.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G102 | CONV BD ETF | 6,775 | $66.7 萬 | 0.2% | +43+0.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,435 | $65.3 萬 | 0.2% | +5,435 | 新進 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 4,871 | $62.8 萬 | 0.2% | +86+1.8% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,624 | $62.7 萬 | 0.2% | +730+9.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,354 | $60.7 萬 | 0.2% | +284+13.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 852 | $58.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,220 | $57.7 萬 | 0.1% | +220+22.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,585 | $53.3 萬 | 0.1% | +2,175+154.3% | 加碼 | – |
| MMM3M Co | Stock | 3,169 | $50.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 693 | $45.7 萬 | 0.1% | +242+53.7% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,966 | $42.2 萬 | 0.1% | +2+0.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 5,898 | $41.5 萬 | 0.1% | +415+7.6% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,042 | $41.0 萬 | 0.1% | −120−10.3% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,074 | $36.2 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,060 | $34.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 717 | $33.6 萬 | 0.1% | +84+13.3% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,571 | $32.4 萬 | 0.1% | −5−0.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 897 | $31.4 萬 | 0.1% | +254+39.5% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,188 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,741 | $30.1 萬 | 0.1% | −308−10.1% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,317 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,421 | $25.2 萬 | 0.1% | +11+0.3% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 1,500 | $24.1 萬 | 0.1% | −9−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 816 | $23.7 萬 | 0.1% | +13+1.6% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 2,095 | $22.1 萬 | 0.1% | −180−7.9% | 減碼 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 13,468 | $22.1 萬 | 0.1% | −3,335−19.8% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,144 | $20.8 萬 | 0.1% | +329+6.8% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 1,424 | $20.1 萬 | 0.1% | −61−4.1% | 減碼 | – |
| ENVXEnovix Corp | COM | 15,910 | $11.6 萬 | <0.1% | −1,004−5.9% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,245 | $25.4 萬 | 0.1% | – |