LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/9 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 94
- 較 2025 年第 4 季 +7
- 總值
- $3.96 億
- 較 2025 年第 4 季 −$9.61 萬 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 660,553 | $7,246 萬 | 18.3% | +840+0.1% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 331,900 | $7,008 萬 | 17.7% | +2,493+0.8% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 226,691 | $3,304 萬 | 8.3% | −4,870−2.1% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 509,362 | $2,578 萬 | 6.5% | +187,463+58.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 213,995 | $1,937 萬 | 4.9% | +17,803+9.1% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 380,104 | $1,783 萬 | 4.5% | +380,104 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 305,716 | $1,527 萬 | 3.9% | +29,905+10.8% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 100,823 | $953.6 萬 | 2.4% | −120−0.1% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 37,577 | $931.9 萬 | 2.4% | −2,346−5.9% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 40,973 | $803.9 萬 | 2.0% | +4,183+11.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 59,613 | $591.8 萬 | 1.5% | +20,688+53.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 65,645 | $582.3 萬 | 1.5% | −794−1.2% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 49,482 | $481.1 萬 | 1.2% | +335+0.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 16,174 | $477.3 萬 | 1.2% | +122+0.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 89,453 | $456.0 萬 | 1.2% | −2,531−2.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 24,434 | $450.3 萬 | 1.1% | −532−2.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 65,778 | $421.5 萬 | 1.1% | +9,345+16.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,510 | $407.8 萬 | 1.0% | −508−5.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 22,996 | $401.1 萬 | 1.0% | −1,273−5.2% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 25,743 | $375.3 萬 | 0.9% | +308+1.2% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 80,514 | $357.9 萬 | 0.9% | −11,658−12.6% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 65,483 | $326.7 萬 | 0.8% | −1,434−2.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 44,969 | $303.7 萬 | 0.8% | +3,804+9.2% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 31,727 | $290.7 萬 | 0.7% | −753−2.3% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 25,594 | $289.5 萬 | 0.7% | −256−1.0% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,092 | $285.5 萬 | 0.7% | +768+23.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,284 | $233.7 萬 | 0.6% | +293+4.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,709 | $214.2 萬 | 0.5% | +5,713+22.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,927 | $200.9 萬 | 0.5% | −1,349−6.7% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 39,105 | $180.6 萬 | 0.5% | +75+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 18,710 | $175.4 萬 | 0.4% | −1,375−6.8% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 15,285 | $166.6 萬 | 0.4% | −87,219−85.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,913 | $164.8 萬 | 0.4% | +270+3.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,542 | $151.9 萬 | 0.4% | −46−1.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 4,750 | $147.0 萬 | 0.4% | −1,029−17.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,964 | $145.7 萬 | 0.4% | −872−7.4% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 25,777 | $139.3 萬 | 0.4% | −217,127−89.4% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 7,125 | $136.7 萬 | 0.3% | +308+4.5% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,590 | $126.1 萬 | 0.3% | +2,569+14.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,586 | $113.0 萬 | 0.3% | +77+3.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,884 | $111.7 萬 | 0.3% | −551−12.4% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 5,912 | $106.3 萬 | 0.3% | +828+16.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,539 | $95.9 萬 | 0.2% | +378+6.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 12,365 | $95.3 萬 | 0.2% | +1,018+9.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,686 | $93.5 萬 | 0.2% | −237−6.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 9,113 | $91.3 萬 | 0.2% | +1,899+26.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,027 | $87.5 萬 | 0.2% | +49+1.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,905 | $83.3 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,220 | $82.5 萬 | 0.2% | +126+6.0% | 加碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 6,786 | $79.8 萬 | 0.2% | +1,915+39.3% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,895 | $78.8 萬 | 0.2% | +382+15.2% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,526 | $75.5 萬 | 0.2% | −65−2.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,692 | $70.8 萬 | 0.2% | +257+4.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,576 | $69.7 萬 | 0.2% | +133+5.4% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,335 | $68.6 萬 | 0.2% | −186−5.3% | 減碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 6,718 | $68.4 萬 | 0.2% | −57−0.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,165 | $67.2 萬 | 0.2% | +27+2.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,806 | $66.9 萬 | 0.2% | +31+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,523 | $66.1 萬 | 0.2% | +169+7.2% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,798 | $64.1 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 910 | $59.2 萬 | 0.1% | +58+6.8% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 7,187 | $56.5 萬 | 0.1% | −1,437−16.7% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,251 | $53.3 萬 | 0.1% | +31+2.5% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,296 | $53.3 萬 | 0.1% | −1,679−24.1% | 減碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,469 | $52.7 萬 | 0.1% | +427+41.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,589 | $51.1 萬 | 0.1% | +4+0.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7,387 | $49.4 萬 | 0.1% | +1,489+25.2% | 加碼 | – |
| MMM3M Co | Stock | 3,049 | $44.3 萬 | 0.1% | −120−3.8% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,966 | $43.0 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 693 | $39.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,266 | $37.2 萬 | 0.1% | −305−11.9% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 879 | $34.3 萬 | 0.1% | +162+22.6% | 加碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 18,309 | $33.5 萬 | 0.1% | +4,841+35.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,128 | $33.2 萬 | 0.1% | +68+6.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 11,527 | $32.4 萬 | 0.1% | −167,603−93.6% | 減碼 | – |
| Impax Funds Series Trust I704223387 | GLOBAL INFRASTRU | 12,609 | $32.3 萬 | 0.1% | +12,609 | 新進 | – |
| ECLEcolab Inc. | Stock | 1,188 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,861 | $31.6 萬 | 0.1% | +120+4.4% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 8,508 | $30.4 萬 | 0.1% | +8,508 | 新進 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,802 | $28.6 萬 | 0.1% | +381+11.1% | 加碼 | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 9,684 | $27.5 萬 | 0.1% | +9,684 | 新進 | – |
| VVisa Inc. | Stock | 897 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,501 | $26.6 萬 | 0.1% | +2,501 | 新進 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,316 | $26.0 萬 | 0.1% | −10.0% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 1,500 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,434 | $24.3 萬 | 0.1% | +1,434 | 新進 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,086 | $23.1 萬 | 0.1% | −988−32.1% | 減碼 | – |
| iShares Tr464288844 | US OIL EQ&SV ETF | 7,903 | $22.9 萬 | 0.1% | +7,903 | 新進 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,761 | $22.6 萬 | 0.1% | +7,761 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 337 | $22.0 萬 | 0.1% | +337 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,548 | $20.9 萬 | 0.1% | +2,548 | 新進 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 1,458 | $20.2 萬 | 0.1% | +34+2.4% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 2,312 | $20.0 萬 | 0.1% | +2,312 | 新進 | – |
| ENVXEnovix Corp | COM | 15,910 | $8.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（4 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CORCencora, Inc. | Stock | 2,063 | $69.7 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 816 | $23.7 萬 | 0.1% | – |
| iShares Tr464287515 | EXPANDED TECH | 2,095 | $22.1 萬 | 0.1% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,144 | $20.8 萬 | 0.1% | – |