Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 144
- 較 2025 年第 1 季 −4
- 總值
- $3.44 億
- 較 2025 年第 1 季 −$9,356 萬 (−21.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 305,284 | $3,159 萬 | 9.2% | −12,921−4.1% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 143,048 | $1,668 萬 | 4.8% | −14,378−9.1% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 183,380 | $1,517 萬 | 4.4% | +8,192+4.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 187,450 | $1,440 萬 | 4.2% | −34,110−15.4% | 減碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 93,113 | $1,226 萬 | 3.6% | −96,365−50.9% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 129,231 | $1,194 萬 | 3.5% | +64,078+98.4% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 191,789 | $898.0 萬 | 2.6% | −9,718−4.8% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 73,506 | $718.2 萬 | 2.1% | +17,512+31.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 17,885 | $669.6 萬 | 1.9% | −738−4.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 389,766 | $659.9 萬 | 1.9% | +25,462+7.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 36,481 | $658.9 萬 | 1.9% | −2,549−6.5% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 326,812 | $656.2 萬 | 1.9% | +291,970+838.0% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 161,262 | $624.7 萬 | 1.8% | −1,301−0.8% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 37,091 | $607.1 萬 | 1.8% | +16,324+78.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,321 | $605.5 萬 | 1.8% | −9,719−42.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 54,854 | $563.4 萬 | 1.6% | +6,163+12.7% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 74,164 | $537.9 萬 | 1.6% | +49,051+195.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 24,075 | $492.6 萬 | 1.4% | +459+1.9% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 78,848 | $438.8 萬 | 1.3% | −3,481−4.2% | 減碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 85,286 | $421.4 萬 | 1.2% | +68,096+396.1% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 35,788 | $418.0 萬 | 1.2% | −187,637−84.0% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 120,450 | $414.6 萬 | 1.2% | −4,479−3.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,204 | $410.3 萬 | 1.2% | +629+17.6% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 68,422 | $408.3 萬 | 1.2% | +5,498+8.7% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 86,237 | $392.3 萬 | 1.1% | −72,076−45.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,010 | $369.3 萬 | 1.1% | +640+10.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,497 | $368.9 萬 | 1.1% | +7,497 | 新進 | – |
| VVisa Inc. | Stock | 10,967 | $366.7 萬 | 1.1% | −1,976−15.3% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 19,800 | $355.4 萬 | 1.0% | +8,596+76.7% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 42,096 | $344.1 萬 | 1.0% | +39,380+1,449.9% | 加碼 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 71,607 | $335.1 萬 | 1.0% | +57,924+423.3% | 加碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 86,289 | $322.2 萬 | 0.9% | +26,002+43.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 20,561 | $319.4 萬 | 0.9% | −1,160−5.3% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 30,860 | $302.7 萬 | 0.9% | −19,138−38.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,490 | $276.8 萬 | 0.8% | +1,560+15.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 11,721 | $268.0 萬 | 0.8% | −236−2.0% | 減碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 116,644 | $264.2 萬 | 0.8% | −57,353−33.0% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 69,762 | $254.7 萬 | 0.7% | +11,617+20.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 102,232 | $229.0 萬 | 0.7% | +86,486+549.3% | 加碼 | – |
| INTUIntuit Inc. | Stock | 3,717 | $221.5 萬 | 0.6% | −248−6.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 30,013 | $220.0 萬 | 0.6% | −1,134−3.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,388 | $219.2 萬 | 0.6% | −567−2.5% | 減碼 | – |
| DEDeere & Co | Stock | 4,764 | $217.4 萬 | 0.6% | −73−1.5% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 41,562 | $216.3 萬 | 0.6% | +1,737+4.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,978 | $213.0 萬 | 0.6% | −58−1.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,925 | $211.2 萬 | 0.6% | −363−5.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,574 | $210.9 萬 | 0.6% | −717−5.0% | 減碼 | 歷史 |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 64,373 | $207.1 萬 | 0.6% | +56,766+746.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 12,401 | $205.5 萬 | 0.6% | +3,797+44.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,856 | $200.6 萬 | 0.6% | −611−13.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 47,991 | $186.0 萬 | 0.5% | −4,406−8.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,820 | $185.6 萬 | 0.5% | +7,557+598.3% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 4,997 | $175.9 萬 | 0.5% | −2,399−32.4% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,010 | $173.7 萬 | 0.5% | −22,338−51.5% | 減碼 | – |
| AMGNAmgen Inc | Stock | 5,963 | $165.7 萬 | 0.5% | +2,236+60.0% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,437 | $148.5 萬 | 0.4% | −231−1.4% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 22,777 | $148.4 萬 | 0.4% | −963−4.1% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 25,178 | $148.0 萬 | 0.4% | −906−3.5% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 13,077 | $137.5 萬 | 0.4% | +13,077 | 新進 | – |
| STZConstellation Brands, Inc. | Stock | 6,924 | $129.7 萬 | 0.4% | −92−1.3% | 減碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 18,783 | $127.8 萬 | 0.4% | −11,627−38.2% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 20,176 | $125.3 萬 | 0.4% | −784−3.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,648 | $124.5 萬 | 0.4% | −2,332−46.8% | 減碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 12,271 | $123.2 萬 | 0.4% | −6,971−36.2% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 16,378 | $115.0 萬 | 0.3% | −39,963−70.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,615 | $114.0 萬 | 0.3% | +56+0.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,400 | $106.3 萬 | 0.3% | +2,532+52.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,989 | $106.0 萬 | 0.3% | +649+12.2% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 8,853 | $104.6 萬 | 0.3% | +261+3.0% | 加碼 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 23,453 | $103.7 萬 | 0.3% | −59,830−71.8% | 減碼 | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 17,151 | $99.7 萬 | 0.3% | +581+3.5% | 加碼 | – |
| CTASCintas Corp | Stock | 4,795 | $99.6 萬 | 0.3% | −142−2.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,855 | $99.3 萬 | 0.3% | −28,496−93.9% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 10,578 | $99.3 萬 | 0.3% | −143,434−93.1% | 減碼 | – |
| GEGeneral Electric Co | Stock | 5,034 | $97.5 萬 | 0.3% | −4,210−45.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,875 | $97.2 萬 | 0.3% | +72+1.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,152 | $95.6 萬 | 0.3% | +838+266.9% | 加碼 | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 21,231 | $95.2 萬 | 0.3% | −15,938−42.9% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 3,522 | $91.3 萬 | 0.3% | −24−0.7% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 17,242 | $89.4 萬 | 0.3% | +17,242 | 新進 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 20,508 | $87.8 萬 | 0.3% | +101+0.5% | 加碼 | – |
| SNPSSynopsys Inc | COM | 2,080 | $87.8 萬 | 0.3% | −2,156−50.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,516 | $87.7 萬 | 0.3% | −41−1.2% | 減碼 | – |
| DISWalt Disney Co | Stock | 9,732 | $84.9 萬 | 0.2% | −177−1.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,069 | $80.3 萬 | 0.2% | +4,069 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,529 | $80.2 萬 | 0.2% | +1,335+41.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,495 | $79.2 萬 | 0.2% | −1,001−40.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,464 | $77.5 萬 | 0.2% | +1,464 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,411 | $74.4 萬 | 0.2% | −50.0% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 894 | $72.7 萬 | 0.2% | −228−20.3% | 減碼 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 3,870 | $72.3 萬 | 0.2% | −49−1.3% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 4,740 | $72.1 萬 | 0.2% | +4,740 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,208 | $71.0 萬 | 0.2% | +619+105.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,202 | $69.8 萬 | 0.2% | +1,202 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 6,581 | $69.1 萬 | 0.2% | +738+12.6% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 8,815 | $65.4 萬 | 0.2% | −407−4.4% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,338 | $65.1 萬 | 0.2% | +1,311+13.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 5,251 | $61.0 萬 | 0.2% | +5,251 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,559 | $58.7 萬 | 0.2% | +3,559 | 新進 | – |
| J P Morgan Exchange Traded F46654Q732 | U S TEC LEA ETF | 8,817 | $57.8 萬 | 0.2% | +8,817 | 新進 | – |
2025 年第 1 季之後清倉（30 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435G474 | FALN ANGLS USD | 149,008 | $399.2 萬 | 0.9% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 63,291 | $323.1 萬 | 0.7% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 31,453 | $314.5 萬 | 0.7% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 34,458 | $281.6 萬 | 0.6% | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 36,172 | $213.3 萬 | 0.5% | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 84,313 | $212.6 萬 | 0.5% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 27,700 | $140.3 萬 | 0.3% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 28,023 | $136.6 萬 | 0.3% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,549 | $125.8 萬 | 0.3% | – |
| iShares Tr464287721 | U.S. TECH ETF | 7,598 | $106.7 萬 | 0.2% | – |
| WDAYWorkday, Inc. | CL A | 4,368 | $102.0 萬 | 0.2% | 歷史 |
| ASMLASML Holding NV | ADR | 1,470 | $97.4 萬 | 0.2% | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 22,285 | $94.8 萬 | 0.2% | – |
| FISVFiserv Inc | Stock | 3,929 | $86.8 萬 | 0.2% | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 7,014 | $83.0 萬 | 0.2% | 歷史 |
| MELIMercadolibre Inc | COM | 382 | $74.5 萬 | 0.2% | 歷史 |
| COPConocoPhillips | Stock | 6,770 | $71.1 萬 | 0.2% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,350 | $67.2 萬 | 0.2% | 歷史 |
| MGMMGM Resorts International | Stock | 18,533 | $54.9 萬 | 0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,433 | $50.0 萬 | 0.1% | – |
| ICEIntercontinental Exchange, Inc. | Stock | 2,852 | $49.2 萬 | 0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 2,304 | $37.9 萬 | 0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,981 | $37.7 萬 | 0.1% | 歷史 |
| PTCPTC Inc. | Stock | 2,352 | $36.4 萬 | 0.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,295 | $34.6 萬 | 0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,886 | $31.4 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 14,847 | $29.9 萬 | 0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,752 | $29.6 萬 | 0.1% | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 11,332 | $28.3 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 2,142 | $21.6 萬 | <0.1% | – |