RMR Wealth Builders
- SEC CIK
- 0001803848
- 最新申報
- 2026/7/24
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/18 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 187
- 較 2021 年第 2 季 +15
- 總值
- $3.41 億
- 較 2021 年第 2 季 +$3,554 萬 (+11.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 177,536 | $4,865 萬 | 14.3% | +22,353+14.4% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 205,420 | $3,215 萬 | 9.4% | +31,493+18.1% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 315,501 | $2,461 萬 | 7.2% | +52,807+20.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 89,929 | $2,366 萬 | 6.9% | +12,900+16.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 89,152 | $1,950 萬 | 5.7% | +13,704+18.2% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 105,388 | $1,164 萬 | 3.4% | +19,054+22.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 40,138 | $1,132 萬 | 3.3% | +569+1.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,903 | $953.7 萬 | 2.8% | +154+5.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 58,672 | $830.2 萬 | 2.4% | +4,568+8.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 15,638 | $559.8 萬 | 1.6% | +1,574+11.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,752 | $547.3 萬 | 1.6% | +1,712+15.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 9,183 | $441.6 萬 | 1.3% | +1,838+25.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 26,696 | $437.0 萬 | 1.3% | +910+3.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 33,524 | $385.0 萬 | 1.1% | +6,274+23.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 6,995 | $339.2 萬 | 1.0% | +20.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,013 | $295.8 萬 | 0.9% | +348+4.0% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 8,138 | $275.9 萬 | 0.8% | −16−0.2% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 20,347 | $259.0 萬 | 0.8% | +1,397+7.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 956 | $254.8 萬 | 0.7% | +91+10.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,379 | $250.4 萬 | 0.7% | +515+7.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 3,236 | $241.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 27,650 | $238.2 萬 | 0.7% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 42,321 | $236.7 萬 | 0.7% | +57+0.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 45,206 | $226.1 萬 | 0.7% | +7,384+19.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 10,335 | $214.1 萬 | 0.6% | +967+10.3% | 加碼依 4 比 1 拆股換算 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 15,000 | $195.3 萬 | 0.6% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 35,337 | $190.9 萬 | 0.6% | −27−0.1% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 31,980 | $182.2 萬 | 0.5% | +7,080+28.4% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,746 | $173.6 萬 | 0.5% | −8−0.5% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 11,319 | $171.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 4,378 | $170.4 萬 | 0.5% | +38+0.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 31,170 | $166.1 萬 | 0.5% | +130.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,492 | $166.1 萬 | 0.5% | +139+1.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 42,980 | $161.3 萬 | 0.5% | +8,962+26.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 26,661 | $156.8 萬 | 0.5% | +3,932+17.3% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 7,916 | $153.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,799 | $150.9 萬 | 0.4% | +581+11.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,721 | $149.7 萬 | 0.4% | −98−1.4% | 減碼 | 歷史 |
| BABoeing Co | Stock | 6,485 | $142.6 萬 | 0.4% | +284+4.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,973 | $134.9 萬 | 0.4% | +135+2.8% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 11,544 | $134.1 萬 | 0.4% | +1,078+10.3% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 1,593 | $133.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 16,741 | $130.9 萬 | 0.4% | +3,266+24.2% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 6,737 | $130.8 萬 | 0.4% | +95+1.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,648 | $126.8 萬 | 0.4% | +58+1.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 22,581 | $119.4 萬 | 0.4% | −14−0.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,147 | $118.1 萬 | 0.3% | +30.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 421 | $112.6 萬 | 0.3% | +3+0.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,287 | $111.0 萬 | 0.3% | +349+3.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,407 | $109.1 萬 | 0.3% | +66+4.9% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 9,261 | $107.7 萬 | 0.3% | +500+5.7% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 6,507 | $105.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,322 | $104.3 萬 | 0.3% | +84+3.8% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 541 | $98.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 3,874 | $92.9 萬 | 0.3% | +228+6.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,240 | $90.0 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 5,152 | $89.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MELIMercadolibre Inc | COM | 532 | $89.3 萬 | 0.3% | −14−2.6% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,434 | $87.5 萬 | 0.3% | +202+16.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,167 | $87.4 萬 | 0.3% | +307+6.3% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 7,518 | $85.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,330 | $84.9 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,466 | $84.4 萬 | 0.2% | +124+9.2% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 20,828 | $82.9 萬 | 0.2% | +15+0.1% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 9,510 | $81.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 27,210 | $80.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,837 | $79.8 萬 | 0.2% | +1,131+16.9% | 加碼 | – |
| CICigna Group | Stock | 3,928 | $78.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,872 | $78.4 萬 | 0.2% | −800−21.8% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 1,406 | $76.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,877 | $76.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,756 | $75.4 萬 | 0.2% | +53+0.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,876 | $69.8 萬 | 0.2% | +312+4.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,434 | $69.7 萬 | 0.2% | +201+6.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,572 | $69.7 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,648 | $68.8 萬 | 0.2% | +4,270+51.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,583 | $68.6 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,098 | $68.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,620 | $66.4 萬 | 0.2% | +84+1.5% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 3,268 | $66.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,469 | $66.0 萬 | 0.2% | +2,469 | 新進 | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 7,940 | $65.1 萬 | 0.2% | +991+14.3% | 加碼 | – |
| JCIJohnson Controls International plc | Stock | 9,389 | $63.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,297 | $62.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 463 | $62.8 萬 | 0.2% | +3+0.7% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,521 | $62.0 萬 | 0.2% | −214−7.8% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 7,528 | $61.7 萬 | 0.2% | +688+10.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,775 | $61.0 萬 | 0.2% | −332−8.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 22,285 | $60.2 萬 | 0.2% | −1,479−6.2% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,003 | $57.4 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 9,329 | $56.8 萬 | 0.2% | +424+4.8% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 14,633 | $56.8 萬 | 0.2% | +879+6.4% | 加碼 | – |
| BACBank of America Corp | Stock | 13,350 | $56.7 萬 | 0.2% | +1,522+12.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,030 | $55.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 1,885 | $52.7 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,383 | $52.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 6,920 | $52.1 萬 | 0.2% | +374+5.7% | 加碼 | – |
| MCHPMicrochip Technology Inc | Stock | 3,273 | $50.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,891 | $49.7 萬 | 0.1% | +294+8.2% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 2,947 | $49.4 萬 | 0.1% | +2,947 | 新進 | 歷史 |
2021 年第 2 季之後清倉（7 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $41.9 萬 | 0.1% | 歷史 |
| MXIMMaxim Integrated Products Inc | COM | 3,340 | $35.2 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,491 | $33.8 萬 | 0.1% | 歷史 |
| NIONIO Inc. | ADR | 6,052 | $32.2 萬 | 0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 1,773 | $23.8 萬 | 0.1% | 歷史 |
| AOSSmith A O Corp | COM | 3,042 | $21.9 萬 | 0.1% | 歷史 |
| ANETArista Networks, Inc. | COM | 567 | $20.5 萬 | 0.1% | 歷史 |