Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2024 年第 2 季持倉
持倉截至 2024/6/30,2024/8/9 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 138
- 較 2024 年第 1 季 +3
- 總值
- $4.00 億
- 較 2024 年第 1 季 +$2,325 萬 (+6.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 269,216 | $2,868 萬 | 7.2% | +17,422+6.9% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 201,592 | $2,700 萬 | 6.7% | −14,925−6.9% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 188,104 | $2,234 萬 | 5.6% | +3,987+2.2% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 172,498 | $2,058 萬 | 5.1% | +1,304+0.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 230,898 | $1,677 萬 | 4.2% | +8,194+3.7% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 186,659 | $1,471 萬 | 3.7% | +12,520+7.2% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 135,453 | $1,309 萬 | 3.3% | +6,350+4.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,340 | $878.7 萬 | 2.2% | +866+5.0% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 188,076 | $876.6 萬 | 2.2% | +15,038+8.7% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 123,840 | $836.7 萬 | 2.1% | +6,731+5.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 61,814 | $763.7 萬 | 1.9% | −7,266−10.5% | 減碼依 10 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,709 | $746.8 萬 | 1.9% | +1,565+10.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,925 | $703.4 萬 | 1.8% | +831+6.9% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 68,860 | $637.2 萬 | 1.6% | +5,109+8.0% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 159,817 | $602.0 萬 | 1.5% | +8,508+5.6% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,087 | $593.2 萬 | 1.5% | +10,437+1,605.7% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 63,377 | $581.9 萬 | 1.5% | +1,708+2.8% | 加碼 | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 333,746 | $567.4 萬 | 1.4% | −24,627−6.9% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 124,206 | $561.7 萬 | 1.4% | −7,375−5.6% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 62,869 | $553.9 萬 | 1.4% | +62,869 | 新進 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 47,793 | $496.3 萬 | 1.2% | +42+0.1% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 208,642 | $474.0 萬 | 1.2% | +14,112+7.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 44,292 | $472.4 萬 | 1.2% | +6,900+18.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 80,088 | $468.7 萬 | 1.2% | +4,531+6.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 23,768 | $459.3 萬 | 1.1% | +63+0.3% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 75,105 | $430.1 萬 | 1.1% | +9,300+14.1% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 127,058 | $426.0 萬 | 1.1% | +17,871+16.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 19,917 | $419.5 萬 | 1.0% | +517+2.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,225 | $368.4 萬 | 0.9% | +116+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,275 | $363.3 萬 | 0.9% | +763+21.7% | 加碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 132,671 | $347.5 萬 | 0.9% | +25,260+23.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 6,820 | $347.3 萬 | 0.9% | +830+13.9% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 66,247 | $338.5 萬 | 0.8% | +18,106+37.6% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 6,030 | $335.0 萬 | 0.8% | +1,789+42.2% | 加碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 85,055 | $327.5 萬 | 0.8% | +5,371+6.7% | 加碼 | – |
| VVisa Inc. | Stock | 12,272 | $322.1 萬 | 0.8% | +436+3.7% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 52,623 | $279.1 萬 | 0.7% | +3,912+8.0% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 15,959 | $272.5 萬 | 0.7% | +6,449+67.8% | 加碼 | – |
| CTASCintas Corp | Stock | 3,725 | $260.9 萬 | 0.7% | −23−0.6% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 24,907 | $254.8 萬 | 0.6% | +6,510+35.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,367 | $251.0 萬 | 0.6% | −1,656−13.8% | 減碼 | – |
| WMWaste Management Inc | Stock | 11,422 | $243.7 萬 | 0.6% | −81−0.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,688 | $242.4 萬 | 0.6% | +57+1.6% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 20,960 | $231.6 萬 | 0.6% | +11,843+129.9% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 54,175 | $228.6 萬 | 0.6% | +15,766+41.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,568 | $226.5 萬 | 0.6% | +35+0.6% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,882 | $217.7 萬 | 0.5% | +214+4.6% | 加碼 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 48,407 | $214.7 萬 | 0.5% | +14,031+40.8% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 26,202 | $205.2 萬 | 0.5% | +2,853+12.2% | 加碼 | – |
| BACBank of America Corp | Stock | 50,796 | $202.0 萬 | 0.5% | +839+1.7% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 7,633 | $196.4 萬 | 0.5% | +886+13.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,837 | $193.5 萬 | 0.5% | −347−8.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 28,927 | $184.1 萬 | 0.5% | +727+2.6% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 7,932 | $183.9 萬 | 0.5% | +1,376+21.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,578 | $183.8 萬 | 0.5% | +846+7.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,020 | $182.4 萬 | 0.5% | +359+4.1% | 加碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 25,281 | $170.5 萬 | 0.4% | +1,902+8.1% | 加碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 42,872 | $169.6 萬 | 0.4% | +1,614+3.9% | 加碼 | – |
| DEDeere & Co | Stock | 4,496 | $168.0 萬 | 0.4% | +340+8.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,717 | $162.4 萬 | 0.4% | +190+4.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 60,704 | $154.4 萬 | 0.4% | +3,798+6.7% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,932 | $150.6 萬 | 0.4% | −3,877−17.8% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 25,829 | $148.8 萬 | 0.4% | −1,176−4.4% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 24,094 | $148.5 萬 | 0.4% | +1,055+4.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 7,608 | $125.5 萬 | 0.3% | +927+13.9% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 24,992 | $125.2 萬 | 0.3% | −5,792−18.8% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 8,087 | $121.7 萬 | 0.3% | +239+3.0% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 23,617 | $121.0 萬 | 0.3% | +4,403+22.9% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 4,527 | $116.4 萬 | 0.3% | +3,494+338.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,429 | $116.2 萬 | 0.3% | +441+14.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,406 | $110.6 萬 | 0.3% | +76+5.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,432 | $104.6 萬 | 0.3% | −400−8.3% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 5,672 | $103.2 萬 | 0.3% | −28,187−83.2% | 減碼 | – |
| MAMastercard Inc | Stock | 2,324 | $102.5 萬 | 0.3% | +133+6.1% | 加碼 | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 20,755 | $96.7 萬 | 0.2% | +7,711+59.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,932 | $95.7 萬 | 0.2% | +1,169+15.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,991 | $92.0 萬 | 0.2% | +17+0.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 15,256 | $90.6 萬 | 0.2% | +648+4.4% | 加碼 | – |
| DISWalt Disney Co | Stock | 8,935 | $88.7 萬 | 0.2% | +81+0.9% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 6,852 | $88.5 萬 | 0.2% | +537+8.5% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,480 | $88.1 萬 | 0.2% | +50+3.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 539 | $86.5 萬 | 0.2% | +47+9.6% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,597 | $83.4 萬 | 0.2% | −134−4.9% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 18,974 | $83.4 萬 | 0.2% | −263−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,698 | $80.6 萬 | 0.2% | −649−14.9% | 減碼 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 18,746 | $79.8 萬 | 0.2% | +1,178+6.7% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 20,417 | $78.4 萬 | 0.2% | +2,618+14.7% | 加碼 | – |
| LULUlululemon athletica inc. | Stock | 2,562 | $76.5 萬 | 0.2% | +499+24.2% | 加碼 | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 5,370 | $75.2 萬 | 0.2% | +459+9.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,681 | $74.6 萬 | 0.2% | −1,709−18.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,713 | $73.5 萬 | 0.2% | −846−18.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,546 | $71.9 萬 | 0.2% | +92+0.6% | 加碼 | – |
| AAgilent Technologies, Inc. | COM | 5,419 | $70.2 萬 | 0.2% | −43−0.8% | 減碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 4,934 | $65.6 萬 | 0.2% | +1,094+28.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,549 | $64.9 萬 | 0.2% | +189+8.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,683 | $64.9 萬 | 0.2% | +226+6.5% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 4,226 | $61.4 萬 | 0.2% | +4,226 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 370 | $60.8 萬 | 0.2% | +32+9.5% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 3,030 | $60.7 萬 | 0.2% | −529−14.9% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 5,104 | $58.4 萬 | 0.1% | +257+5.3% | 加碼 | 歷史 |
2024 年第 1 季之後清倉(6 檔)
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 6,130 | $80.9 萬 | 0.2% | 歷史 |
| LINLinde PLC | Stock | 1,322 | $61.4 萬 | 0.2% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,033 | $60.0 萬 | 0.2% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,344 | $41.8 萬 | 0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,622 | $41.0 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 890 | $23.1 萬 | 0.1% | – |