Vise Technologies, Inc.
- SEC CIK
- 0001812090
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/18 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 816
- 較 2024 年第 3 季 +228
- 總值
- $12.0 億
- 較 2024 年第 3 季 +$4.14 億 (+52.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 161,375 | $4,041 萬 | 3.4% | +77,003+91.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 279,838 | $3,758 萬 | 3.1% | +118,712+73.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 80,708 | $3,402 萬 | 2.8% | +32,643+67.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 137,661 | $3,020 萬 | 2.5% | +45,523+49.4% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 258,287 | $2,073 萬 | 1.7% | +16,272+6.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 34,538 | $2,022 萬 | 1.7% | +11,001+46.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 105,113 | $1,990 萬 | 1.7% | +37,690+55.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 293,678 | $1,703 萬 | 1.4% | +24,240+9.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 345,273 | $1,694 萬 | 1.4% | +19,659+6.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 326,132 | $1,436 萬 | 1.2% | +73,311+29.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 60,805 | $1,410 萬 | 1.2% | +17,877+41.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 34,038 | $1,375 萬 | 1.1% | +12,342+56.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 21,872 | $1,288 萬 | 1.1% | +12,643+137.0% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 366,588 | $1,258 萬 | 1.0% | +25,040+7.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 138,586 | $1,252 萬 | 1.0% | +32,665+30.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 202,509 | $1,178 萬 | 1.0% | −1,614−0.8% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 126,919 | $1,164 萬 | 1.0% | +4,699+3.8% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 56,317 | $1,112 萬 | 0.9% | +30,996+122.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 46,233 | $1,108 萬 | 0.9% | −4,869−9.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 23,851 | $1,081 萬 | 0.9% | +5,746+31.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 136,459 | $1,065 萬 | 0.9% | +9,695+7.6% | 加碼 | – |
| VVisa Inc. | Stock | 29,664 | $937.5 萬 | 0.8% | +9,473+46.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 11,896 | $918.4 萬 | 0.8% | +4,330+57.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 16,721 | $880.5 萬 | 0.7% | +6,519+63.9% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 180,852 | $864.8 萬 | 0.7% | +23,130+14.7% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 367,407 | $773.8 萬 | 0.6% | +16,533+4.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 81,001 | $723.6 萬 | 0.6% | +720+0.9% | 加碼 | – |
| NFLXNetflix Inc | Stock | 8,040 | $716.6 萬 | 0.6% | +3,101+62.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 296,158 | $686.5 萬 | 0.6% | +24,814+9.1% | 加碼依 3 比 1 拆股換算 | – |
| GOOGAlphabet Inc. | Stock | 35,265 | $671.6 萬 | 0.6% | +14,853+72.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 19,974 | $667.8 萬 | 0.6% | +4,558+29.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,827 | $615.6 萬 | 0.5% | +3,745+31.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 55,411 | $596.1 萬 | 0.5% | +12,705+29.7% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 65,966 | $587.4 萬 | 0.5% | +5,933+9.9% | 加碼 | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 88,405 | $564.6 萬 | 0.5% | +83,696+1,777.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,194 | $550.6 萬 | 0.5% | +1,641+46.2% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 105,835 | $530.6 萬 | 0.4% | +14,781+16.2% | 加碼 | – |
| ORCLOracle Corp | Stock | 30,917 | $515.2 萬 | 0.4% | +3,034+10.9% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 14,434 | $507.8 萬 | 0.4% | +3,758+35.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 13,776 | $499.7 萬 | 0.4% | +4,748+52.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 25,450 | $498.4 萬 | 0.4% | +131+0.5% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 134,217 | $493.8 萬 | 0.4% | +7,793+6.2% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 9,625 | $486.9 萬 | 0.4% | +2,977+44.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 33,211 | $480.3 萬 | 0.4% | +2,476+8.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 28,636 | $480.1 萬 | 0.4% | +13,117+84.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,174 | $474.1 萬 | 0.4% | +2,251+77.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 15,880 | $471.3 萬 | 0.4% | +4,669+41.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 26,275 | $466.9 萬 | 0.4% | +5,830+28.5% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 63,590 | $446.7 萬 | 0.4% | +9,199+16.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 73,949 | $437.8 萬 | 0.4% | +8,635+13.2% | 加碼 | 歷史 |
| WNSWNS (Holdings) Ltd | COM SHS | 90,953 | $431.0 萬 | 0.4% | +90,953 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 9,566 | $425.4 萬 | 0.4% | +1,026+12.0% | 加碼 | 歷史 |
| CLSCelestica Inc | Stock | 44,564 | $411.3 萬 | 0.3% | +22,387+100.9% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 157,161 | $405.9 萬 | 0.3% | −10,177−6.1% | 減碼依 2 比 1 拆股換算 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 105,847 | $395.9 萬 | 0.3% | +82,845+360.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 17,898 | $393.5 萬 | 0.3% | +3,380+23.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 30,740 | $386.5 萬 | 0.3% | +9,527+44.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 38,518 | $383.2 萬 | 0.3% | +10,212+36.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 26,259 | $380.3 萬 | 0.3% | +9,693+58.5% | 加碼 | 歷史 |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 191,194 | $377.6 萬 | 0.3% | −12,489−6.1% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 112,823 | $374.7 萬 | 0.3% | +83,408+283.6% | 加碼 | – |
| KOCoca Cola Co | Stock | 59,656 | $371.4 萬 | 0.3% | +17,099+40.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 14,806 | $365.4 萬 | 0.3% | +4,176+39.3% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 37,377 | $362.2 萬 | 0.3% | +28,857+338.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 19,956 | $355.4 萬 | 0.3% | +17,031+582.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,966 | $355.0 萬 | 0.3% | +230+1.1% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 68,403 | $352.3 萬 | 0.3% | +12,484+22.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,082 | $350.1 萬 | 0.3% | +12,082 | 新進 | – |
| QCOMQualcomm Inc | Stock | 22,761 | $349.7 萬 | 0.3% | +2,124+10.3% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 55,682 | $335.9 萬 | 0.3% | +19,046+52.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 27,721 | $334.9 萬 | 0.3% | +9,113+49.0% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 4,579 | $322.5 萬 | 0.3% | +2,368+107.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 80,542 | $322.1 萬 | 0.3% | +24,701+44.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,862 | $315.8 萬 | 0.3% | +220+3.9% | 加碼 | – |
| BACBank of America Corp | Stock | 70,317 | $309.0 萬 | 0.3% | +17,823+34.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E842 | DORSEY WRGT SMLC | 33,778 | $308.4 萬 | 0.3% | +28,216+507.3% | 加碼 | – |
| SAPSAP SE | ADR | 12,221 | $300.9 萬 | 0.3% | +724+6.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 18,498 | $300.8 萬 | 0.3% | +3,776+25.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,568 | $297.5 萬 | 0.2% | −1,975−9.2% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 122,079 | $296.5 萬 | 0.2% | +22,977+23.2% | 加碼依 2 比 1 拆股換算 | – |
| BKNGBooking Holdings Inc. | Stock | 578 | $287.2 萬 | 0.2% | +211+57.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 17,171 | $286.4 萬 | 0.2% | +5,291+44.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,911 | $283.7 萬 | 0.2% | −107−1.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,542 | $282.8 萬 | 0.2% | −4,913−15.6% | 減碼 | – |
| INFYInfosys Ltd | SPONSORED ADR | 127,534 | $279.6 萬 | 0.2% | +112,505+748.6% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 8,533 | $274.9 萬 | 0.2% | +59+0.7% | 加碼 | – |
| INTUIntuit Inc. | Stock | 4,356 | $273.8 萬 | 0.2% | +1,109+34.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 38,155 | $273.5 萬 | 0.2% | +12,630+49.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,608 | $270.1 萬 | 0.2% | +2,911+171.5% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 6,435 | $269.4 萬 | 0.2% | +3,600+127.0% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 12,543 | $266.4 萬 | 0.2% | +3,178+33.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 22,074 | $265.7 萬 | 0.2% | +4,239+23.8% | 加碼 | 歷史 |
| Strategy Shs86280R803 | DAY HAGAN SMART | 63,024 | $265.1 萬 | 0.2% | +42,023+200.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 23,153 | $261.9 萬 | 0.2% | +7,505+48.0% | 加碼 | 歷史 |
| TKCTurkcell Iletisim Hizmetleri A S | SPON ADR NEW | 395,681 | $257.6 萬 | 0.2% | +180,918+84.2% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 4,925 | $257.1 萬 | 0.2% | +2,256+84.5% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 11,615 | $256.4 萬 | 0.2% | +2,732+30.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,468 | $255.8 萬 | 0.2% | +2,064+85.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 44,870 | $253.8 萬 | 0.2% | +11,615+34.9% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 84,370 | $251.9 萬 | 0.2% | +61,422+267.7% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（30 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tips Bond ETF464287176 | ETF | 6,917 | $76.4 萬 | 0.1% | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 7,452 | $58.5 萬 | 0.1% | – |
| INSPInspire Medical Systems, Inc. | COM | 2,037 | $43.0 萬 | 0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,346 | $41.6 萬 | 0.1% | – |
| NCDLNuveen Churchill Direct Lending Corp. | COM SHS | 23,242 | $40.5 萬 | 0.1% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 29,304 | $37.4 萬 | <0.1% | 歷史 |
| CPRICapri Holdings Ltd | SHS | 8,693 | $36.9 萬 | <0.1% | 歷史 |
| MYGNMyriad Genetics Inc | COM | 13,367 | $36.6 萬 | <0.1% | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 5,412 | $33.3 萬 | <0.1% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,049 | $32.2 萬 | <0.1% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,076 | $32.0 萬 | <0.1% | – |
| ZETAZeta Global Holdings Corp. | CL A | 9,897 | $29.5 萬 | <0.1% | 歷史 |
| CPACopa Holdings, S.A. | CL A | 2,929 | $27.5 萬 | <0.1% | 歷史 |
| Goldman Sachs ETF Tr38149W614 | SMAL CAP EQU ETF | 5,175 | $27.4 萬 | <0.1% | – |
| UBSIUnited Bankshares Inc | COM | 7,356 | $27.3 萬 | <0.1% | 歷史 |
| IMOSChipmos Technologies Inc | SPONSORD ADS NEW | 11,303 | $26.4 萬 | <0.1% | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 10,092 | $26.4 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 6,278 | $26.0 萬 | <0.1% | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 6,404 | $24.7 萬 | <0.1% | – |
| RHRH | COM | 710 | $23.7 萬 | <0.1% | 歷史 |
| RDNTRadNet, Inc. | COM | 3,311 | $23.0 萬 | <0.1% | 歷史 |
| ECHOEchoStar CORP | CL A | 8,588 | $21.3 萬 | <0.1% | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 1,655 | $20.6 萬 | <0.1% | 歷史 |
| GAPGap Inc | COM | 9,110 | $20.1 萬 | <0.1% | 歷史 |
| QXOQXO, Inc. | COM NEW | 11,580 | $18.3 萬 | <0.1% | 歷史 |
| BEBloom Energy Corp | COM CL A | 15,761 | $16.6 萬 | <0.1% | 歷史 |
| GDRXGoodRx Holdings, Inc. | COM CL A | 10,855 | $7.53 萬 | <0.1% | 歷史 |
| REAXReal REMAX Group Inc. | COM NEW | 11,016 | $6.11 萬 | <0.1% | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | COM UNIT | 23,100 | $5.64 萬 | <0.1% | 歷史 |
| SKYXSKYX Platforms Corp. | COM | 15,946 | $1.35 萬 | <0.1% | 歷史 |