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Vise Technologies, Inc.

SEC CIK
0001812090
最新申報
2026/8/10

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/11 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
1,461
較 2025 年第 3 季 +280
總值
$51.0 億
較 2025 年第 3 季 +$24.2 億 (+90.0%)
申報日
2026/2/11
SEC
Vise Technologies, Inc. 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Dimensional ETF Trust25434V401US EQUI MARK ETF4,742,037$3.52 億6.9%+3,398,120+252.9%加碼–
NVDANVIDIA CorpStock801,410$1.49 億2.9%+360,083+81.6%加碼歷史
AAPLApple Inc.Stock514,365$1.40 億2.7%+223,526+76.9%加碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK3,408,299$1.30 億2.5%+2,575,960+309.5%加碼–
MSFTMicrosoft CorpStock230,434$1.11 億2.2%+91,039+65.3%加碼歷史
Dimensional ETF Trust25434V864SHOR DUR FIX ETF2,274,567$1.09 億2.1%+1,675,494+279.7%加碼–
Dimensional ETF Trust25434V872CORE FIXE IN ETF2,458,323$1.05 億2.0%+1,803,080+275.2%加碼–
Dimensional ETF Trust25434V666US LARG VALU ETF2,580,784$8,829 萬1.7%+1,746,930+209.5%加碼–
Dimensional U.S. Small Cap ETF25434V500ETF1,257,727$8,763 萬1.7%+860,746+216.8%加碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF2,670,478$8,698 萬1.7%+1,991,134+293.1%加碼–
GOOGLAlphabet Inc.Stock226,667$7,095 萬1.4%+226,667新進歷史
AMZNAmazon Com IncStock304,572$7,030 萬1.4%+96,319+46.3%加碼歷史
Dimensional Ultrashort Fixed Income ETF25434V591ETF1,162,271$5,887 萬1.2%+866,921+293.5%加碼–
Vanguard Morningstar Growth ETF922908736ETF119,316$5,821 萬1.1%+77,940+188.4%加碼–
iShares Core S&P 500 ETF464287200ETF81,725$5,598 萬1.1%+39,385+93.0%加碼–
METAMeta Platforms, Inc.Stock74,032$4,887 萬1.0%+25,974+54.0%加碼歷史
AVGOBroadcom Inc.Stock140,379$4,859 萬1.0%+43,506+44.9%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF128,812$4,319 萬0.8%+89,557+228.1%加碼–
JPMJPMorgan Chase & CoStock132,017$4,254 萬0.8%+52,479+66.0%加碼歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF1,028,094$3,910 萬0.8%+702,603+215.9%加碼–
Dimensional ETF Trust25434V823US REAL ESTA ETF1,696,565$3,885 萬0.8%+1,264,461+292.6%加碼–
Vanguard Dividend Appreciation ETF921908844ETF169,613$3,728 萬0.7%+75,352+79.9%加碼–
Dimensional ETF Trust25434V807INTERNATNAL VAL732,975$3,658 萬0.7%+555,116+312.1%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF647,307$3,480 萬0.7%+222,348+52.3%加碼–
TSLATesla, Inc.Stock75,807$3,409 萬0.7%+24,564+47.9%加碼歷史
BRK.BBerkshire Hathaway IncStock66,274$3,331 萬0.7%+26,230+65.5%加碼歷史
GOOGAlphabet Inc.Stock104,915$3,292 萬0.6%−93,628−47.2%減碼歷史
WMTWalmart Inc.Stock275,341$3,068 萬0.6%+81,635+42.1%加碼歷史
Dimensional ETF Trust25434V773INTL SMALL CAP E916,244$3,018 萬0.6%+671,862+274.9%加碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF352,454$2,952 萬0.6%+29,203+9.0%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT476,752$2,899 萬0.6%+151,516+46.6%加碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS475,159$2,848 萬0.6%+46,576+10.9%加碼–
iShares S&P 500 Growth ETF464287309ETF226,958$2,797 萬0.5%+84,997+59.9%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR88,731$2,696 萬0.5%+9,941+12.6%加碼歷史
VVisa Inc.Stock74,788$2,623 萬0.5%+34,158+84.1%加碼歷史
Vanguard Total International Bond ETF92203J407ETF535,399$2,587 萬0.5%+107,586+25.1%加碼–
LLYEli Lilly & CoStock23,558$2,532 萬0.5%+8,121+52.6%加碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS404,642$2,376 萬0.5%+143,165+54.8%加碼–
Vanguard S&P 500 ETF922908363ETF36,529$2,291 萬0.4%+30,482+504.1%加碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE483,484$2,253 萬0.4%+458,188+1,811.3%加碼–
SPYSPDR S&P 500 ETF TrustETF31,926$2,177 萬0.4%+18,409+136.2%加碼歷史
iShares Tr464287150CORE S&P TTL STK145,507$2,164 萬0.4%+76,751+111.6%加碼–
JNJJohnson & JohnsonStock101,118$2,093 萬0.4%+44,066+77.2%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF333,953$2,086 萬0.4%+128,318+62.4%加碼–
Schwab Fundamental International Equity ETF808524755ETF452,251$2,045 萬0.4%+452,251新進–
iShares Tr464288588MBS ETF207,511$1,976 萬0.4%+35,240+20.5%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF197,400$1,972 萬0.4%+133,154+207.3%加碼–
Schwab International Small-Cap Equity ETF808524888ETF431,323$1,964 萬0.4%+60,082+16.2%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF275,113$1,849 萬0.4%+108,499+65.1%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD366,394$1,843 萬0.4%+152,136+71.0%加碼–
iShares Tr464288414NATIONAL MUN ETF171,813$1,840 萬0.4%+54,947+47.0%加碼–
Pgim Rock ETF Tr69420N692LADDERED FD BUFF596,887$1,744 萬0.3%+25,876+4.5%加碼–
iShares Core MSCI Eafe ETF46432F842ETF189,859$1,698 萬0.3%+97,258+105.0%加碼–
MAMastercard IncStock29,623$1,691 萬0.3%+8,209+38.3%加碼歷史
XOMExxonMobil Holdings CorpCOM137,262$1,652 萬0.3%+44,767+48.4%加碼歷史
CLSCelestica IncStock53,970$1,595 萬0.3%−3,663−6.4%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD198,730$1,584 萬0.3%+21,993+12.4%加碼–
NFLXNetflix IncStock167,876$1,574 萬0.3%+45,036+36.7%加碼依 10 比 1 拆股換算歷史
iShares Tr46436E7180-3 MTH TREASURY155,805$1,564 萬0.3%+130,643+519.2%加碼–
ABBVAbbVie Inc.Stock68,156$1,557 萬0.3%+25,198+58.7%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF391,198$1,549 萬0.3%+369,067+1,667.6%加碼–
CSCOCisco Systems, Inc.Stock200,341$1,543 萬0.3%+64,144+47.1%加碼歷史
ORCLOracle CorpStock77,537$1,511 萬0.3%+26,395+51.6%加碼歷史
Dimensional ETF Trust25434V815US SMALL CAP ETF453,238$1,491 萬0.3%+430,904+1,929.4%加碼–
Invesco QQQ Trust Series I46090E103ETF23,834$1,464 萬0.3%+15,193+175.8%加碼–
HDHome Depot, Inc.Stock42,335$1,457 萬0.3%+17,731+72.1%加碼歷史
COSTCostco Wholesale CorpStock16,329$1,408 萬0.3%+7,072+76.4%加碼歷史
PLTRPalantir Technologies Inc.Stock78,453$1,394 萬0.3%+29,490+60.2%加碼歷史
CATCaterpillar IncStock23,788$1,363 萬0.3%+6,326+36.2%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF501,807$1,350 萬0.3%+129,660+34.8%加碼–
Vanguard Total Bond Market ETF921937835ETF182,117$1,349 萬0.3%+147,844+431.4%加碼–
PMPhilip Morris International Inc.Stock80,728$1,295 萬0.3%+29,956+59.0%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS350,265$1,280 萬0.3%+5,482+1.6%加碼歷史
AXPAmerican Express CoStock32,951$1,219 萬0.2%+10,165+44.6%加碼歷史
IBMInternational Business Machines CorpStock41,121$1,218 萬0.2%+10,278+33.3%加碼歷史
Alps ETF Tr00162Q346SMITH CORE PLUS464,880$1,212 萬0.2%+243,715+110.2%加碼–
BACBank of America CorpStock215,070$1,183 萬0.2%+75,049+53.6%加碼歷史
MRKMerck & Co., Inc.Stock110,677$1,165 萬0.2%+37,158+50.5%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF57,506$1,142 萬0.2%+18,509+47.5%加碼–
PGProcter & Gamble CoStock79,359$1,137 萬0.2%+40,143+102.4%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD243,800$1,135 萬0.2%+110,387+82.7%加碼–
First Trust Rising Dividend Achievers ETF33738R506ETF163,222$1,134 萬0.2%+67,446+70.4%加碼–
BABAAlibaba Group Holding LtdADR76,151$1,116 萬0.2%+2,854+3.9%加碼歷史
GEGeneral Electric CoStock35,731$1,101 萬0.2%+8,964+33.5%加碼歷史
GSGoldman Sachs Group IncStock12,113$1,065 萬0.2%+3,675+43.6%加碼歷史
WFCWells Fargo & CompanyStock113,487$1,058 萬0.2%+33,245+41.4%加碼歷史
iShares Tr46434V449MSCI INTL MOMENT220,175$1,056 萬0.2%+138,736+170.4%加碼–
LRCXLam Research CorpStock60,986$1,044 萬0.2%+26,377+76.2%加碼歷史
CVXChevron CorpStock66,839$1,019 萬0.2%+25,481+61.6%加碼歷史
iShares Tr464288281JPMORGAN USD EMG105,585$1,017 萬0.2%+27,523+35.3%加碼–
ASMLASML Holding NVADR9,370$1,002 萬0.2%+5,451+139.1%加碼歷史
Vanguard Morningstar Value ETF922908744ETF51,114$976.2 萬0.2%+23,709+86.5%加碼–
UBERUber Technologies, IncStock118,711$970.0 萬0.2%+34,289+40.6%加碼歷史
AMATApplied Materials IncStock37,534$964.6 萬0.2%+7,648+25.6%加碼歷史
PEPPepsiCo IncStock66,265$951.0 萬0.2%+22,754+52.3%加碼歷史
iShares Tr46428865310-20 YR TRS ETF91,798$933.3 萬0.2%+29,476+47.3%加碼–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX93,231$927.8 萬0.2%+6,106+7.0%加碼–
iShares Russell 1000 Growth ETF464287614ETF18,781$888.9 萬0.2%+9,358+99.3%加碼–
Schwab U.S. REIT ETF808524847ETF418,055$873.3 萬0.2%+25,125+6.4%加碼–
Vanguard Star FDS921909768VG TL INTL STK F114,163$861.2 萬0.2%+102,462+875.7%加碼–

2025 年第 3 季之後清倉(76 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

Vise Technologies, Inc. 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
ULUnilever PLCSPON ADR NEW29,753$176.4 萬0.1%歷史
KKellanovaStock21,249$174.3 萬0.1%歷史
COOPMaverick Merger Sub 2, LLCCOM4,407$92.9 萬<0.1%歷史
ALEAllete IncCOM NEW13,315$88.4 萬<0.1%歷史
PINCPremier, Inc.CL A27,369$76.1 萬<0.1%歷史
CHKPCheck Point Software Technologies LtdORD3,284$67.9 萬<0.1%歷史
MSMMSC Industrial Direct Co IncCL A7,089$65.3 萬<0.1%歷史
CNXCConcentrix CorpStock12,936$59.7 萬<0.1%歷史
CSGPCostar Group, Inc.COM6,972$58.8 萬<0.1%歷史
ZGZillow Group, Inc.CL A7,811$58.1 萬<0.1%歷史
ProShares Bitcoin ETF74347G440ETF27,758$54.6 萬<0.1%–
IPGInterpublic Group of Companies, Inc.COM16,415$45.8 萬<0.1%歷史
SAMBoston Beer Co IncCL A2,149$45.4 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF5,533$44.9 萬<0.1%–
EEFTEuronet Worldwide, Inc.COM4,941$43.4 萬<0.1%歷史
XRAYDentsply Sirona Inc.Stock33,623$42.7 萬<0.1%歷史
AEOAmerican Eagle Outfitters IncCOM23,995$41.1 萬<0.1%歷史
PVHPVH Corp.COM4,899$41.0 萬<0.1%歷史
WIXWix.com Ltd.SHS2,281$40.5 萬<0.1%歷史
RNGRingCentral, Inc.CL A12,653$35.9 萬<0.1%歷史
SONSonoco Products CoCOM7,844$33.8 萬<0.1%歷史
ACADAcadia Pharmaceuticals IncCOM15,367$32.8 萬<0.1%歷史
ALKSAlkermes plc.SHS10,809$32.4 萬<0.1%歷史
CVSACovista Inc.COM2,053$31.7 萬<0.1%歷史
PPLIPeople IncCOM NEW9,233$31.5 萬<0.1%歷史
OLNOLIN CorpStock12,575$31.4 萬<0.1%歷史
LIVNLivaNova PLCSHS5,907$30.9 萬<0.1%歷史
LILi Auto Inc.SPONSORED ADS11,974$30.3 萬<0.1%歷史
ASBAssociated Banc-CorpCOM11,536$29.7 萬<0.1%歷史
TFXTeleflex IncCOM2,380$29.1 萬<0.1%歷史
DOXAmdocs LtdSHS3,498$28.7 萬<0.1%歷史
ICUIIcu Medical IncCOM2,392$28.7 萬<0.1%歷史
SSRMSSR Mining Inc.Stock11,707$28.6 萬<0.1%歷史
BILLBILL Holdings, Inc.Stock5,245$27.8 萬<0.1%歷史
CBTCabot CorpCOM3,640$27.7 萬<0.1%歷史
OGNOrganon & Co.Stock25,377$27.1 萬<0.1%歷史
FERFerrovial N.V.ORD SHS4,574$26.8 萬<0.1%歷史
GBDCGolub Capital BDC, Inc.COM19,530$26.7 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM3,317$25.8 萬<0.1%歷史
ESLTElbit Systems LtdStock503$25.6 萬<0.1%歷史
LOPEGrand Canyon Education, Inc.COM1,162$25.5 萬<0.1%歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,189$25.0 萬<0.1%–
NICENICE Ltd.SPONSORED ADR1,721$24.9 萬<0.1%歷史
SHCSotera Health CoCOM15,785$24.8 萬<0.1%歷史
iShares Select Dividend ETF464287168ETF1,702$24.2 萬<0.1%–
CNACna Financial CorpCOM5,129$23.8 萬<0.1%歷史
ASANAsana, Inc.CL A17,705$23.7 萬<0.1%歷史
CXTCrane NXT, Co.COM3,524$23.6 萬<0.1%歷史
PBAPembina Pipeline CorpCOM5,550$22.5 萬<0.1%歷史
SMSM Energy CoCOM8,717$21.8 萬<0.1%歷史
MNSOMINISO Group Holding LtdSPONSORED ADS9,521$21.4 萬<0.1%歷史
NBISNebius Group N.V.Stock1,894$21.3 萬<0.1%歷史
VNOMViper Energy, Inc.CL A5,535$21.2 萬<0.1%歷史
DBXDropbox, Inc.CL A6,907$20.9 萬<0.1%歷史
COLMColumbia Sportswear CoCOM3,969$20.8 萬<0.1%歷史
GNTXGentex CorpCOM7,176$20.3 萬<0.1%歷史
MOSMosaic CoCOM5,840$20.3 萬<0.1%歷史
OKTAOkta, Inc.CL A2,203$20.2 萬<0.1%歷史
ASNDAscendis Pharma A/SSPONSORED ADR1,012$20.1 萬<0.1%歷史
CDWCDW CorpCOM1,261$20.1 萬<0.1%歷史
AVPTAvePoint, Inc.COM CL A13,268$19.9 萬<0.1%歷史
CCChemours CoStock12,571$19.9 萬<0.1%歷史
AGROAdecoagro S.A.COM24,972$19.6 萬<0.1%歷史
TDOCTeladoc Health, Inc.COM23,983$18.5 萬<0.1%歷史
VETVermilion Energy Inc.COM19,348$15.1 萬<0.1%歷史
NOMDNomad Foods LtdUSD ORD SHS11,352$14.9 萬<0.1%歷史
NMFCNew Mountain Finance CorpCOM15,408$14.9 萬<0.1%歷史
DHTDHT Holdings, Inc.SHS NEW12,082$14.4 萬<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM15,680$14.1 萬<0.1%歷史
EFXTEnerflex Ltd.COM10,875$11.7 萬<0.1%歷史
CSANCosan S.A.ADS23,346$10.7 萬<0.1%歷史
FSMFortuna Mining Corp.Stock11,984$10.7 萬<0.1%歷史
HAFNHafnia LtdCOMMON STOCK16,326$9.78 萬<0.1%歷史
CMBTCmb.tech NVSHS10,026$9.41 萬<0.1%歷史
UAAUnder Armour, Inc.Stock13,177$6.58 萬<0.1%歷史
AQNAlgonquin Power & Utilities Corp.COM10,466$5.62 萬<0.1%歷史