Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/16 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 140
- 較 2024 年第 2 季 +2
- 總值
- $4.29 億
- 較 2024 年第 2 季 +$2,862 萬 (+7.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 286,464 | $3,112 萬 | 7.3% | +17,248+6.4% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 197,632 | $2,749 萬 | 6.4% | −3,960−2.0% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 187,087 | $2,329 萬 | 5.4% | −1,017−0.5% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 177,825 | $2,222 萬 | 5.2% | +5,327+3.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 243,778 | $1,883 萬 | 4.4% | +12,880+5.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,410 | $1,502 萬 | 3.5% | +13,485+104.3% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 175,838 | $1,465 萬 | 3.4% | −10,821−5.8% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 138,445 | $1,391 萬 | 3.2% | +2,992+2.2% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 205,586 | $996.7 萬 | 2.3% | +17,510+9.3% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 128,095 | $930.1 萬 | 2.2% | +4,255+3.4% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 193,315 | $908.8 萬 | 2.1% | +69,109+55.6% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 169,141 | $717.5 萬 | 1.7% | +9,324+5.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,668 | $653.6 萬 | 1.5% | −1,041−6.2% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 32,765 | $643.2 萬 | 1.5% | +27,093+477.7% | 加碼 | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 352,675 | $608.7 萬 | 1.4% | +18,929+5.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 49,634 | $589.9 萬 | 1.4% | −12,180−19.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 87,609 | $542.1 萬 | 1.3% | +7,521+9.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 29,103 | $537.7 萬 | 1.3% | +5,335+22.4% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 49,732 | $534.5 萬 | 1.2% | +1,939+4.1% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 53,153 | $508.6 萬 | 1.2% | −10,224−16.1% | 減碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 213,894 | $508.2 萬 | 1.2% | +5,252+2.5% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 135,187 | $506.5 萬 | 1.2% | +8,129+6.4% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 81,597 | $502.9 萬 | 1.2% | +6,492+8.6% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 11,875 | $501.0 萬 | 1.2% | +11,163+1,567.8% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 49,895 | $471.9 萬 | 1.1% | −18,965−27.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 19,867 | $450.5 萬 | 1.1% | −50−0.3% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 37,801 | $381.5 萬 | 0.9% | +37,801 | 新進 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 131,443 | $358.2 萬 | 0.8% | −1,228−0.9% | 減碼 | – |
| VVisa Inc. | Stock | 12,867 | $356.4 萬 | 0.8% | +595+4.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,411 | $338.5 萬 | 0.8% | +186+0.9% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 30,788 | $328.8 萬 | 0.8% | +5,881+23.6% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 64,040 | $325.6 萬 | 0.8% | −2,207−3.3% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 6,190 | $313.1 萬 | 0.7% | +160+2.7% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 53,793 | $306.7 萬 | 0.7% | +1,170+2.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,471 | $305.0 萬 | 0.7% | −804−18.8% | 減碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 59,979 | $302.4 萬 | 0.7% | +55,655+1,287.1% | 加碼 | – |
| CTASCintas Corp | Stock | 14,355 | $294.7 萬 | 0.7% | −545−3.7% | 減碼依 4 比 1 拆股換算 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 16,305 | $291.0 萬 | 0.7% | +346+2.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 24,861 | $285.7 萬 | 0.7% | −19,431−43.9% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,692 | $277.9 萬 | 0.6% | −2,128−31.2% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 5,008 | $257.8 萬 | 0.6% | +126+2.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,333 | $257.0 萬 | 0.6% | −13,007−70.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,506 | $251.4 萬 | 0.6% | −62−1.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 30,157 | $249.8 萬 | 0.6% | +3,955+15.1% | 加碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 53,258 | $247.0 萬 | 0.6% | +4,851+10.0% | 加碼 | – |
| WMWaste Management Inc | Stock | 11,501 | $238.4 萬 | 0.6% | +79+0.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,153 | $237.9 萬 | 0.6% | +316+8.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,732 | $226.6 萬 | 0.5% | +44+1.2% | 加碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 54,355 | $224.6 萬 | 0.5% | −30,700−36.1% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 8,670 | $221.7 萬 | 0.5% | +1,037+13.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 29,635 | $210.4 萬 | 0.5% | +708+2.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,987 | $209.3 萬 | 0.5% | +409+3.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,006 | $205.9 萬 | 0.5% | +289+6.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 51,971 | $203.9 萬 | 0.5% | +1,175+2.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 4,796 | $199.7 萬 | 0.5% | +300+6.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,348 | $193.8 萬 | 0.5% | +328+3.6% | 加碼 | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 45,932 | $192.2 萬 | 0.4% | +3,060+7.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,888 | $190.8 萬 | 0.4% | +11,207+145.9% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 71,402 | $187.9 萬 | 0.4% | +10,698+17.6% | 加碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 37,677 | $183.1 萬 | 0.4% | +16,922+81.5% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 25,690 | $182.6 萬 | 0.4% | +409+1.6% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 26,913 | $179.7 萬 | 0.4% | +2,819+11.7% | 加碼 | – |
| BIIBBiogen Inc. | COM | 9,490 | $179.1 萬 | 0.4% | +1,558+19.6% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 25,798 | $161.3 萬 | 0.4% | −31−0.1% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 7,507 | $156.2 萬 | 0.4% | +3,824+103.8% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,050 | $155.1 萬 | 0.4% | −882−4.9% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 5,374 | $150.2 萬 | 0.4% | +847+18.7% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 28,138 | $138.2 萬 | 0.3% | +28,138 | 新進 | – |
| PGProcter & Gamble Co | Stock | 8,026 | $138.0 萬 | 0.3% | +418+5.5% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,494 | $131.5 萬 | 0.3% | +88+6.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,553 | $126.5 萬 | 0.3% | +229+9.9% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 29,331 | $126.5 萬 | 0.3% | −24,844−45.9% | 減碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 5,338 | $123.7 萬 | 0.3% | +3,482+187.6% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 8,201 | $122.2 萬 | 0.3% | +114+1.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,638 | $121.7 萬 | 0.3% | −5,729−55.3% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 3,559 | $118.2 萬 | 0.3% | +130+3.8% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,863 | $115.3 萬 | 0.3% | +3,270+205.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,756 | $106.4 萬 | 0.2% | +765+9.6% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,573 | $103.9 萬 | 0.2% | −24−0.9% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 15,964 | $99.2 萬 | 0.2% | +708+4.6% | 加碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 6,657 | $97.3 萬 | 0.2% | −195−2.8% | 減碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 8,691 | $94.7 萬 | 0.2% | +3,612+71.1% | 加碼 | – |
| ASMLASML Holding NV | ADR | 1,127 | $93.8 萬 | 0.2% | +700+163.9% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 18,448 | $92.6 萬 | 0.2% | −526−2.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,759 | $91.9 萬 | 0.2% | +824+9.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,664 | $91.2 萬 | 0.2% | −49−1.3% | 減碼 | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 6,073 | $90.9 萬 | 0.2% | +703+13.1% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 4,487 | $90.3 萬 | 0.2% | +55+1.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,266 | $89.9 萬 | 0.2% | −124−2.3% | 減碼依 10 比 1 拆股換算 | 歷史 |
| APTVAptiv PLC | SHS | 12,786 | $89.6 萬 | 0.2% | +7,453+139.8% | 加碼 | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 19,956 | $88.3 萬 | 0.2% | +1,210+6.5% | 加碼 | – |
| GEGeneral Electric Co | Stock | 4,672 | $87.1 萬 | 0.2% | +4,672 | 新進 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 5,552 | $84.8 萬 | 0.2% | +618+12.5% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 16,113 | $84.7 萬 | 0.2% | −7,504−31.8% | 減碼 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 4,302 | $83.9 萬 | 0.2% | +1,816+73.0% | 加碼 | – |
| AAgilent Technologies, Inc. | COM | 5,661 | $83.0 萬 | 0.2% | +242+4.5% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 415 | $81.7 萬 | 0.2% | +45+12.2% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 4,369 | $79.7 萬 | 0.2% | +567+14.9% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,498 | $74.4 萬 | 0.2% | +18+1.2% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 9,035 | $73.9 萬 | 0.2% | +749+9.0% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（7 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 62,869 | $553.9 萬 | 1.4% | – |
| MCDMcDonalds Corp | Stock | 2,549 | $64.9 萬 | 0.2% | 歷史 |
| COPConocoPhillips | Stock | 5,104 | $58.4 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 24,052 | $48.1 萬 | 0.1% | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 6,601 | $47.6 萬 | 0.1% | – |
| FDXFedEx Corp | Stock | 1,508 | $45.2 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,496 | $22.1 萬 | 0.1% | 歷史 |