Vise Technologies, Inc.
- SEC CIK
- 0001812090
- 最新申報
- 2026/8/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 327
- 較 2022 年第 3 季 +30
- 總值
- $3.20 億
- 較 2022 年第 3 季 +$5,407 萬 (+20.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab International Small-Cap Equity ETF808524888 | ETF | 322,411 | $1,015 萬 | 3.2% | +10,846+3.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 127,059 | $984.8 萬 | 3.1% | +15,075+13.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 164,738 | $963.4 萬 | 3.0% | +27,923+20.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 204,135 | $795.7 萬 | 2.5% | +2,205+1.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 133,277 | $770.6 萬 | 2.4% | −7,880−5.6% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 159,950 | $758.6 萬 | 2.4% | +19,676+14.0% | 加碼 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 332,012 | $732.4 萬 | 2.3% | +106,477+47.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 92,594 | $696.2 萬 | 2.2% | −5,995−6.1% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 70,425 | $653.2 萬 | 2.0% | +13,863+24.5% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 290,239 | $559.9 萬 | 1.8% | +8,622+3.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 71,093 | $500.3 萬 | 1.6% | +3,367+5.0% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 95,908 | $496.7 萬 | 1.6% | −3,113−3.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 34,970 | $454.4 萬 | 1.4% | +4,234+13.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 99,976 | $451.4 萬 | 1.4% | +12,302+14.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 107,488 | $451.1 萬 | 1.4% | −9,018−7.7% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 125,464 | $433.2 萬 | 1.4% | +11,579+10.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 18,038 | $432.6 萬 | 1.4% | +4,081+29.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,880 | $417.8 萬 | 1.3% | +1,603+4.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 20,508 | $356.5 萬 | 1.1% | +2,580+14.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 37,940 | $334.7 萬 | 1.0% | +10,997+40.8% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 37,003 | $313.0 萬 | 1.0% | +3,644+10.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 36,864 | $309.7 萬 | 1.0% | +5,442+17.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,210 | $290.9 萬 | 0.9% | +2,076+29.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,235 | $285.3 萬 | 0.9% | +1,734+23.1% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 56,919 | $281.7 萬 | 0.9% | +18,065+46.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 20,200 | $270.9 萬 | 0.8% | +4,331+27.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 47,987 | $245.9 萬 | 0.8% | +8,044+20.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 49,686 | $236.7 萬 | 0.7% | +7,716+18.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,303 | $232.3 萬 | 0.7% | +6,293+48.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,548 | $228.0 萬 | 0.7% | +39+0.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,250 | $225.3 萬 | 0.7% | +390+10.1% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 20,796 | $219.4 萬 | 0.7% | −2,317−10.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 11,811 | $213.4 萬 | 0.7% | +1,171+11.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,923 | $208.0 萬 | 0.7% | +5,895+45.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,533 | $203.7 萬 | 0.6% | +1,027+9.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 55,618 | $194.5 萬 | 0.6% | +13,026+30.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,151 | $186.5 萬 | 0.6% | +2,377+22.1% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 38,316 | $184.8 萬 | 0.6% | +16,236+73.5% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 11,334 | $183.2 萬 | 0.6% | −26−0.2% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 30,101 | $170.0 萬 | 0.5% | +5,908+24.4% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 33,723 | $168.0 萬 | 0.5% | −7,149−17.5% | 減碼 | – |
| VVisa Inc. | Stock | 8,008 | $166.4 萬 | 0.5% | +3,506+77.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,995 | $161.5 萬 | 0.5% | +1,696+23.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 40,963 | $161.4 萬 | 0.5% | +17,605+75.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 34,494 | $157.4 萬 | 0.5% | +4,608+15.4% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 21,372 | $153.8 萬 | 0.5% | +4,173+24.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,644 | $148.2 萬 | 0.5% | +1,975+53.8% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 17,146 | $147.2 萬 | 0.5% | −303−1.7% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 17,098 | $145.4 萬 | 0.5% | +2,324+15.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,997 | $139.0 萬 | 0.4% | +1,177+41.7% | 加碼 | 歷史 |
| BPBP PLC | ADR | 39,569 | $138.2 萬 | 0.4% | +1,325+3.5% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 27,540 | $133.4 萬 | 0.4% | +3,012+12.3% | 加碼 | 歷史 |
| MMM3M Co | Stock | 11,067 | $132.7 萬 | 0.4% | +2,495+29.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,773 | $129.6 萬 | 0.4% | +450+13.5% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 13,966 | $126.7 萬 | 0.4% | +1,452+11.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,351 | $126.6 萬 | 0.4% | −292−3.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 36,276 | $120.1 萬 | 0.4% | +8,160+29.0% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 8,876 | $120.1 萬 | 0.4% | +1,022+13.0% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 25,697 | $120.0 萬 | 0.4% | +9,341+57.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 8,199 | $119.8 萬 | 0.4% | +3,614+78.8% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 12,518 | $119.3 萬 | 0.4% | +5,071+68.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,397 | $118.3 萬 | 0.4% | −43−0.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,517 | $117.2 萬 | 0.4% | −382−3.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 7,903 | $116.8 萬 | 0.4% | +1,679+27.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,179 | $116.3 萬 | 0.4% | +583+22.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,065 | $112.8 萬 | 0.4% | +249+13.7% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 17,826 | $110.6 萬 | 0.3% | +1,325+8.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 13,816 | $110.0 萬 | 0.3% | +2,690+24.2% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 22,167 | $109.1 萬 | 0.3% | −3,619−14.0% | 減碼 | – |
| COPConocoPhillips | Stock | 9,117 | $107.6 萬 | 0.3% | +2,029+28.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 8,908 | $104.2 萬 | 0.3% | +1,452+19.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,249 | $102.7 萬 | 0.3% | +836+59.2% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 5,923 | $102.6 萬 | 0.3% | +1,000+20.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,803 | $100.8 萬 | 0.3% | +470+35.3% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 20,932 | $99.5 萬 | 0.3% | −3,281−13.6% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 19,932 | $98.7 萬 | 0.3% | −769−3.7% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 486 | $97.9 萬 | 0.3% | +148+43.8% | 加碼 | 歷史 |
| VMWVmware LLC | CL A COM | 7,881 | $96.7 萬 | 0.3% | +3,436+77.3% | 加碼 | 歷史 |
| SHELShell plc | ADR | 16,679 | $95.0 萬 | 0.3% | +2,051+14.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 50,897 | $93.7 萬 | 0.3% | +2,171+4.5% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 26,251 | $92.2 萬 | 0.3% | +3,971+17.8% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 3,851 | $91.4 萬 | 0.3% | +66+1.7% | 加碼 | 歷史 |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 40,508 | $91.1 萬 | 0.3% | −37,372−48.0% | 減碼 | – |
| KOCoca Cola Co | Stock | 14,117 | $89.8 萬 | 0.3% | +2,270+19.2% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 11,669 | $89.0 萬 | 0.3% | +2,006+20.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 40,978 | $88.9 萬 | 0.3% | +2,909+7.6% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 27,783 | $88.4 萬 | 0.3% | +2,790+11.2% | 加碼 | – |
| TMToyota Motor Corp | ADS | 6,452 | $88.1 萬 | 0.3% | +497+8.3% | 加碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 17,756 | $87.8 萬 | 0.3% | +6,904+63.6% | 加碼 | – |
| INTCIntel Corp | Stock | 32,939 | $87.1 萬 | 0.3% | +7,028+27.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 33,682 | $86.8 萬 | 0.3% | +15,662+86.9% | 加碼 | – |
| SAPSAP SE | ADR | 8,380 | $86.5 萬 | 0.3% | +459+5.8% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 4,812 | $85.8 萬 | 0.3% | −436−8.3% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 11,763 | $83.8 萬 | 0.3% | +1,096+10.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,481 | $83.4 萬 | 0.3% | +513+17.3% | 加碼 | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 12,222 | $83.1 萬 | 0.3% | +1,467+13.6% | 加碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 66,243 | $82.4 萬 | 0.3% | +9,964+17.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 29,084 | $82.1 萬 | 0.3% | +2,971+11.4% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 19,448 | $80.3 萬 | 0.3% | +2,732+16.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,840 | $79.5 萬 | 0.2% | −368−8.7% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（18 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DISWalt Disney Co | Stock | 4,478 | $42.2 萬 | 0.2% | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 3,323 | $35.2 萬 | 0.1% | 歷史 |
| TUTelus Corp | COM | 17,668 | $35.1 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,532 | $27.5 萬 | 0.1% | – |
| PRGOPERRIGO Co plc | SHS | 7,602 | $27.1 萬 | 0.1% | 歷史 |
| NSPInsperity, Inc. | COM | 2,642 | $27.0 萬 | 0.1% | 歷史 |
| UMBFUmb Financial Corp | COM | 3,112 | $26.2 萬 | 0.1% | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 12,118 | $26.2 萬 | 0.1% | 歷史 |
| WCNWaste Connections, Inc. | COM | 1,801 | $24.3 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 9,114 | $23.5 萬 | 0.1% | – |
| AXSAxis Capital Holdings Ltd | SHS | 4,645 | $22.8 萬 | 0.1% | 歷史 |
| DDSDillard's, Inc. | CL A | 821 | $22.4 萬 | 0.1% | 歷史 |
| FTSFortis Inc. | COM | 5,877 | $22.3 萬 | 0.1% | 歷史 |
| WENWendy's Co | Stock | 11,809 | $22.1 萬 | 0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,524 | $17.5 萬 | 0.1% | 歷史 |
| SWNSouthwestern Energy Co | COM | 14,610 | $8.90 萬 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 10,494 | $7.60 萬 | <0.1% | 歷史 |
| QVCGAOld QVC Group, Inc. | COM SER A | 11,169 | $2.20 萬 | <0.1% | 歷史 |