Vise Technologies, Inc.
- SEC CIK
- 0001812090
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/7 申報。只含多頭部位。
- 持股檔數
- 1,046
- 2025 年第 1 季沒有申報
- 總值
- $24.2 億
- 2025 年第 1 季沒有申報
Vise Technologies, Inc. 沒有申報 2025 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 551,051 | $8,706 萬 | 3.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 167,516 | $8,332 萬 | 3.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 339,870 | $6,973 萬 | 2.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 254,748 | $5,589 萬 | 2.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 63,078 | $4,656 萬 | 1.9% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 58,391 | $3,626 萬 | 1.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 194,012 | $3,419 萬 | 1.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 106,477 | $3,087 萬 | 1.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 96,421 | $2,658 萬 | 1.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 316,942 | $2,628 萬 | 1.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 498,076 | $2,463 萬 | 1.0% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 390,381 | $2,335 萬 | 1.0% | – | – | – |
| WMTWalmart Inc. | Stock | 230,740 | $2,256 萬 | 0.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 61,145 | $2,171 萬 | 0.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 42,795 | $2,079 萬 | 0.9% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 60,554 | $1,924 萬 | 0.8% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 14,273 | $1,911 萬 | 0.8% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 381,715 | $1,890 萬 | 0.8% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 82,159 | $1,861 萬 | 0.8% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 179,963 | $1,785 萬 | 0.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 21,756 | $1,696 萬 | 0.7% | – | – | 歷史 |
| Alps ETF Tr00162Q346 | SMITH CORE PLUS | 653,667 | $1,690 萬 | 0.7% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 56,193 | $1,656 萬 | 0.7% | – | – | 歷史 |
| MAMastercard Inc | Stock | 29,275 | $1,645 萬 | 0.7% | – | – | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 374,149 | $1,593 萬 | 0.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 74,984 | $1,535 萬 | 0.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 159,980 | $1,502 萬 | 0.6% | – | – | – |
| Pgim Rock ETF Tr69420N692 | LADDERED FD BUFF | 532,954 | $1,473 萬 | 0.6% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 238,455 | $1,402 萬 | 0.6% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 195,628 | $1,357 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 121,078 | $1,305 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 161,906 | $1,287 萬 | 0.5% | – | – | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 157,441 | $1,207 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 76,496 | $1,168 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 190,199 | $1,084 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 29,482 | $1,081 萬 | 0.4% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 217,315 | $1,065 萬 | 0.4% | – | – | – |
| UBERUber Technologies, Inc | Stock | 112,034 | $1,045 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,469 | $1,036 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 58,263 | $1,034 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 46,047 | $1,007 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 17,458 | $991.7 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 59,538 | $948.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V449 | MSCI INTL MOMENT | 205,484 | $938.9 萬 | 0.4% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 234,137 | $937.0 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 382,862 | $935.7 萬 | 0.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 89,115 | $931.1 萬 | 0.4% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 50,991 | $928.7 萬 | 0.4% | – | – | 歷史 |
| CLSCelestica Inc | Stock | 58,054 | $906.3 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 46,412 | $861.5 萬 | 0.4% | – | – | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 202,083 | $859.9 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 95,154 | $829.9 萬 | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 21,046 | $814.2 萬 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 27,152 | $811.6 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 25,333 | $808.1 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 381,474 | $807.2 萬 | 0.3% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 57,624 | $785.5 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 20,176 | $783.2 萬 | 0.3% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 68,744 | $779.6 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 164,325 | $777.6 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 109,234 | $772.8 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 56,796 | $772.5 萬 | 0.3% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 9,974 | $751.4 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 52,167 | $747.0 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 26,948 | $734.8 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 22,963 | $716.4 萬 | 0.3% | – | – | 歷史 |
| Victory Portfolios II92647N568 | USAA MSCI USA SM | 84,052 | $705.3 萬 | 0.3% | – | – | – |
| NOWServiceNow, Inc. | Stock | 6,739 | $692.9 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 157,868 | $683.1 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 85,930 | $680.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,216 | $675.2 萬 | 0.3% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 72,881 | $675.0 萬 | 0.3% | – | – | – |
| GEGeneral Electric Co | Stock | 25,660 | $660.5 萬 | 0.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 52,512 | $648.5 萬 | 0.3% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 44,949 | $633.1 萬 | 0.3% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 8,802 | $623.0 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 214,965 | $622.1 萬 | 0.3% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 76,938 | $616.4 萬 | 0.3% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 261,785 | $601.6 萬 | 0.2% | – | – | – |
| QCOMQualcomm Inc | Stock | 37,661 | $599.8 萬 | 0.2% | – | – | 歷史 |
| IBNIcici Bank Ltd | ADR | 177,811 | $598.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 30,450 | $593.8 萬 | 0.2% | – | – | – |
| AMATApplied Materials Inc | Stock | 32,369 | $592.6 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 32,082 | $586.5 萬 | 0.2% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 43,271 | $584.3 萬 | 0.2% | – | – | – |
| FLEXFlex Ltd. | Stock | 116,963 | $583.9 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 19,097 | $582.1 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 43,822 | $578.6 萬 | 0.2% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 10,754 | $574.0 萬 | 0.2% | – | – | 歷史 |
| Angel Oak Funds Trust03463K752 | OAK ULTRASHORT | 112,322 | $573.6 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,255 | $571.8 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 51,920 | $571.6 萬 | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 38,814 | $566.8 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 231,632 | $561.5 萬 | 0.2% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 966 | $559.0 萬 | 0.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 50,103 | $555.5 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 36,824 | $550.8 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 91,907 | $538.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 142,422 | $534.2 萬 | 0.2% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 74,699 | $532.3 萬 | 0.2% | – | – | – |