Vise Technologies, Inc.
- SEC CIK
- 0001812090
- 最新申報
- 2026/8/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/2 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 423
- 較 2024 年第 1 季 +45
- 總值
- $5.70 億
- 較 2024 年第 1 季 +$6,214 萬 (+12.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,943 | $50.3 萬 | 0.1% | +1,464+99.0% | 加碼 | – |
| CMCanadian Imperial Bank of Commerce | COM | 10,602 | $50.4 萬 | 0.1% | +1,387+15.1% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,963 | $50.6 萬 | 0.1% | +7,963 | 新進 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 23,660 | $51.0 萬 | 0.1% | −7,265−23.5% | 減碼 | – |
| BMOBank of Montreal | COM | 6,115 | $51.3 萬 | 0.1% | +788+14.8% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,647 | $51.5 萬 | 0.1% | +656+21.9% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 4,720 | $52.0 萬 | 0.1% | +2,703+134.0% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,705 | $52.7 萬 | 0.1% | +2,705 | 新進 | – |
| DDominion Energy, Inc | Stock | 11,048 | $54.1 萬 | 0.1% | +600+5.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 18,478 | $54.9 萬 | 0.1% | +2,017+12.3% | 加碼 | – |
| RDNRadian Group Inc | COM | 17,731 | $55.1 萬 | 0.1% | +9,478+114.8% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,667 | $55.8 萬 | 0.1% | +643+10.7% | 加碼 | – |
| RUSHARush Enterprises Inc | CL A | 13,410 | $56.1 萬 | 0.1% | +2,380+21.6% | 加碼 | 歷史 |
| NUENucor Corp | COM | 3,636 | $57.5 萬 | 0.1% | −45−1.2% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 10,512 | $57.6 萬 | 0.1% | +3,969+60.7% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 15,303 | $57.6 萬 | 0.1% | −1,000−6.1% | 減碼 | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 10,480 | $57.9 萬 | 0.1% | +10,480 | 新進 | – |
| BGCBGC Group, Inc. | CL A | 70,285 | $58.3 萬 | 0.1% | +18,908+36.8% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 1,430 | $58.4 萬 | 0.1% | +67+4.9% | 加碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 54,074 | $58.4 萬 | 0.1% | +5,553+11.4% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 8,939 | $59.0 萬 | 0.1% | +3,372+60.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,334 | $59.5 萬 | 0.1% | +560+31.6% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 3,058 | $60.1 萬 | 0.1% | +427+16.2% | 加碼 | 歷史 |
| BCCBoise Cascade Co | COM | 5,043 | $60.1 萬 | 0.1% | −1,178−18.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 10,665 | $60.5 萬 | 0.1% | −2,177−17.0% | 減碼 | – |
| LINLinde PLC | Stock | 1,384 | $60.7 萬 | 0.1% | +272+24.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 21,888 | $61.3 萬 | 0.1% | −2,146−8.9% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,570 | $61.4 萬 | 0.1% | +881+52.2% | 加碼 | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 20,843 | $61.4 萬 | 0.1% | +5,089+32.3% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 6,645 | $61.4 萬 | 0.1% | +2,104+46.3% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 7,627 | $62.2 萬 | 0.1% | +1,127+17.3% | 加碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 17,612 | $62.5 萬 | 0.1% | +2,005+12.8% | 加碼 | – |
| AVTAvnet Inc | COM | 12,280 | $63.2 萬 | 0.1% | +7,069+135.7% | 加碼 | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 26,353 | $63.6 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,147 | $63.9 萬 | 0.1% | +2,372+62.8% | 加碼 | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 19,853 | $64.0 萬 | 0.1% | +2,725+15.9% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 7,694 | $64.4 萬 | 0.1% | −1,526−16.6% | 減碼 | 歷史 |
| RNGRingCentral, Inc. | CL A | 22,838 | $64.4 萬 | 0.1% | +1,338+6.2% | 加碼 | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 19,587 | $64.4 萬 | 0.1% | +2,158+12.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 8,231 | $64.8 萬 | 0.1% | +920+12.6% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,620 | $64.8 萬 | 0.1% | −630−19.4% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,697 | $65.0 萬 | 0.1% | +6,697 | 新進 | – |
| CLColgate Palmolive Co | Stock | 6,739 | $65.4 萬 | 0.1% | +2,500+59.0% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 21,224 | $65.6 萬 | 0.1% | +4,774+29.0% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,209 | $65.7 萬 | 0.1% | −212−3.9% | 減碼 | 歷史 |
| OGSONE Gas, Inc. | COM | 10,484 | $66.9 萬 | 0.1% | +1,801+20.7% | 加碼 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 17,100 | $67.2 萬 | 0.1% | +1,008+6.3% | 加碼 | 歷史 |
| Amplify Blockchain Technology ETF032108607 | ETF | 19,058 | $67.6 萬 | 0.1% | +19,058 | 新進 | – |
| GPIGroup 1 Automotive Inc | COM | 2,287 | $68.0 萬 | 0.1% | +155+7.3% | 加碼 | 歷史 |
| PIPRPiper Sandler Companies | COM | 2,959 | $68.1 萬 | 0.1% | +815+38.0% | 加碼 | 歷史 |
| PFSIPennyMac Financial Services, Inc. | COM | 7,270 | $68.8 萬 | 0.1% | +2,662+57.8% | 加碼 | 歷史 |
| GMSGMS Inc. | COM | 8,545 | $68.9 萬 | 0.1% | +908+11.9% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 6,505 | $69.2 萬 | 0.1% | +1,331+25.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,219 | $69.2 萬 | 0.1% | +1,035+47.4% | 加碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 9,369 | $69.6 萬 | 0.1% | −2,940−23.9% | 減碼 | 歷史 |
| SLVMSylvamo Corp | COMMON STOCK | 10,222 | $70.1 萬 | 0.1% | −213−2.0% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,319 | $70.9 萬 | 0.1% | +1,613+94.5% | 加碼 | 歷史 |
| CVLTCommvault Systems Inc | COM | 5,848 | $71.1 萬 | 0.1% | +3,111+113.7% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 16,246 | $71.4 萬 | 0.1% | +16,246 | 新進 | 歷史 |
| BNSBank of Nova Scotia | COM | 15,654 | $71.6 萬 | 0.1% | +620+4.1% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 11,363 | $71.7 萬 | 0.1% | −365−3.1% | 減碼 | 歷史 |
| EFOREverforth Inc | COM | 8,131 | $71.7 萬 | 0.1% | +2,403+42.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,845 | $71.7 萬 | 0.1% | −374−7.2% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 12,188 | $72.0 萬 | 0.1% | −1,756−12.6% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 4,610 | $72.3 萬 | 0.1% | +117+2.6% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 8,704 | $73.9 萬 | 0.1% | −178−2.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,591 | $74.3 萬 | 0.1% | +876+122.5% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 11,813 | $74.5 萬 | 0.1% | +2,787+30.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,647 | $74.5 萬 | 0.1% | +147+9.8% | 加碼 | 歷史 |
| iShares Tr46434V449 | MSCI INTL MOMENT | 19,342 | $74.8 萬 | 0.1% | +19,342 | 新進 | – |
| MANManpowerGroup Inc. | COM | 10,926 | $76.3 萬 | 0.1% | +1,759+19.2% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 5,973 | $76.9 萬 | 0.1% | −1,470−19.8% | 減碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 40,964 | $77.1 萬 | 0.1% | −9,220−18.4% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 4,388 | $77.3 萬 | 0.1% | +1,255+40.1% | 加碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 20,558 | $78.3 萬 | 0.1% | +3,149+18.1% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 870 | $78.5 萬 | 0.1% | +90+11.5% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 7,398 | $79.0 萬 | 0.1% | +4,902+196.4% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 1,010 | $79.5 萬 | 0.1% | +227+29.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 201 | $79.6 萬 | 0.1% | +23+12.9% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 5,034 | $80.0 萬 | 0.1% | +225+4.7% | 加碼 | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 9,541 | $82.0 萬 | 0.1% | +1,670+21.2% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 4,266 | $82.6 萬 | 0.1% | +345+8.8% | 加碼 | 歷史 |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 40,776 | $83.0 萬 | 0.1% | −7,297−15.2% | 減碼 | – |
| CRHCRH Public Ltd Co | ORD | 11,307 | $84.8 萬 | 0.1% | +4,316+61.7% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 24,313 | $85.2 萬 | 0.1% | +18,443+314.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,324 | $85.4 萬 | 0.1% | −314−5.6% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 13,635 | $85.8 萬 | 0.2% | +428+3.2% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 1,633 | $88.5 萬 | 0.2% | +127+8.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,407 | $89.9 萬 | 0.2% | −342−12.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,669 | $90.8 萬 | 0.2% | +473+39.5% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 3,816 | $90.8 萬 | 0.2% | +747+24.3% | 加碼 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 5,432 | $91.6 萬 | 0.2% | −149−2.7% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 13,923 | $91.8 萬 | 0.2% | +5,430+63.9% | 加碼 | 歷史 |
| JWNNordstrom Inc | Stock | 43,575 | $92.5 萬 | 0.2% | +4,982+12.9% | 加碼 | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 10,480 | $93.9 萬 | 0.2% | +598+6.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,893 | $95.2 萬 | 0.2% | −1,330−21.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 9,564 | $95.9 萬 | 0.2% | +528+5.8% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,133 | $96.4 萬 | 0.2% | +121+4.0% | 加碼 | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 27,964 | $97.2 萬 | 0.2% | +750+2.8% | 加碼 | – |
| SNPSSynopsys Inc | COM | 1,652 | $98.3 萬 | 0.2% | +75+4.8% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（25 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 |
|---|---|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | 2,732 | $71.7 萬 | 0.1% | 歷史 |
| ACHAccendra Health Inc | Stock | 13,483 | $37.4 萬 | 0.1% | 歷史 |
| CBTCabot Corp | COM | 3,626 | $33.4 萬 | 0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 2,144 | $33.1 萬 | 0.1% | 歷史 |
| ARCBArcbest Corp | COM | 1,916 | $27.3 萬 | 0.1% | 歷史 |
| TRIPTripAdvisor, Inc. | COM | 9,719 | $27.0 萬 | 0.1% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 483 | $26.9 萬 | 0.1% | 歷史 |
| BTUPeabody Energy Corp | COM | 10,827 | $26.3 萬 | 0.1% | 歷史 |
| SMSM Energy Co | COM | 4,740 | $23.6 萬 | <0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 4,014 | $23.6 萬 | <0.1% | 歷史 |
| EEFTEuronet Worldwide, Inc. | COM | 2,097 | $23.1 萬 | <0.1% | 歷史 |
| XPOXPO, Inc. | COM | 1,870 | $22.8 萬 | <0.1% | 歷史 |
| NAVINavient Corp | COM | 13,099 | $22.8 萬 | <0.1% | 歷史 |
| XRXXerox Holdings Corp | COM NEW | 12,669 | $22.7 萬 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,066 | $22.2 萬 | <0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 845 | $21.5 萬 | <0.1% | 歷史 |
| PBHPrestige Consumer Healthcare Inc. | COM | 2,962 | $21.5 萬 | <0.1% | 歷史 |
| BCEBce Inc | COM NEW | 6,163 | $20.9 萬 | <0.1% | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 11,504 | $20.6 萬 | <0.1% | – |
| BHFBrighthouse Financial, Inc. | COM | 3,942 | $20.3 萬 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 971 | $20.3 萬 | <0.1% | 歷史 |
| PEGAPegasystems Inc | COM | 3,096 | $20.0 萬 | <0.1% | 歷史 |
| FNBFNB Corp | COM | 11,929 | $16.8 萬 | <0.1% | 歷史 |
| VYXNCR Voyix Corp | COM | 10,500 | $13.3 萬 | <0.1% | 歷史 |
| ETRNMidstream Co LLC | COM | 10,367 | $12.9 萬 | <0.1% | 歷史 |