Vise Technologies, Inc.
- SEC CIK
- 0001812090
- 最新申報
- 2026/8/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/21 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 1,447
- 較 2025 年第 4 季 −14
- 總值
- $50.9 億
- 較 2025 年第 4 季 −$1,203 萬 (−0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 4,742,037 | $3.52 億 | 6.9% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 801,410 | $1.49 億 | 2.9% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 514,365 | $1.40 億 | 2.7% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 3,408,299 | $1.30 億 | 2.6% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 230,434 | $1.11 億 | 2.2% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 2,274,567 | $1.09 億 | 2.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 2,458,323 | $1.05 億 | 2.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 2,580,784 | $8,829 萬 | 1.7% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 1,257,727 | $8,763 萬 | 1.7% | 00.0% | 不變 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 2,670,478 | $8,698 萬 | 1.7% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 226,667 | $7,095 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 304,572 | $7,030 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 1,162,271 | $5,887 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 119,316 | $5,821 萬 | 1.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 81,725 | $5,598 萬 | 1.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 74,032 | $4,887 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 140,379 | $4,859 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 128,812 | $4,319 萬 | 0.8% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 132,017 | $4,254 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,028,094 | $3,910 萬 | 0.8% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 1,696,565 | $3,885 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 169,613 | $3,728 萬 | 0.7% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 732,975 | $3,658 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 647,307 | $3,480 萬 | 0.7% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 75,807 | $3,409 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 66,274 | $3,331 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 104,915 | $3,292 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 275,341 | $3,068 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 916,244 | $3,018 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 352,454 | $2,952 萬 | 0.6% | 00.0% | 不變 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 476,752 | $2,899 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 475,159 | $2,848 萬 | 0.6% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 226,958 | $2,797 萬 | 0.5% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 88,731 | $2,696 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 74,788 | $2,623 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 535,399 | $2,587 萬 | 0.5% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 23,558 | $2,532 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 404,642 | $2,376 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 36,529 | $2,291 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 483,484 | $2,253 萬 | 0.4% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,926 | $2,177 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 145,507 | $2,164 萬 | 0.4% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 101,118 | $2,093 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 333,953 | $2,086 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 452,251 | $2,045 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288588 | MBS ETF | 207,511 | $1,976 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 197,400 | $1,972 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 431,323 | $1,964 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 275,113 | $1,849 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 366,394 | $1,843 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 171,813 | $1,840 萬 | 0.4% | 00.0% | 不變 | – |
| Pgim Rock ETF Tr69420N692 | LADDERED FD BUFF | 596,887 | $1,744 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 189,859 | $1,698 萬 | 0.3% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 29,623 | $1,691 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 137,262 | $1,652 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CLSCelestica Inc | Stock | 53,970 | $1,595 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 198,730 | $1,584 萬 | 0.3% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 167,876 | $1,574 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 155,805 | $1,564 萬 | 0.3% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 68,156 | $1,557 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 391,198 | $1,549 萬 | 0.3% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 200,341 | $1,543 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 77,537 | $1,511 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 453,238 | $1,491 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,834 | $1,464 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 42,335 | $1,457 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 16,329 | $1,408 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 78,453 | $1,394 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 23,788 | $1,363 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 501,807 | $1,350 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 182,117 | $1,349 萬 | 0.3% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 80,728 | $1,295 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 350,265 | $1,280 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 32,951 | $1,219 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 41,121 | $1,218 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q346 | SMITH CORE PLUS | 464,880 | $1,212 萬 | 0.2% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 215,070 | $1,183 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 110,677 | $1,165 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 57,506 | $1,142 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 79,359 | $1,137 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 243,800 | $1,135 萬 | 0.2% | 00.0% | 不變 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 163,222 | $1,134 萬 | 0.2% | 00.0% | 不變 | – |
| BABAAlibaba Group Holding Ltd | ADR | 76,151 | $1,116 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 35,731 | $1,101 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 12,113 | $1,065 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 113,487 | $1,058 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V449 | MSCI INTL MOMENT | 220,175 | $1,056 萬 | 0.2% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 60,986 | $1,044 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 66,839 | $1,019 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 105,585 | $1,017 萬 | 0.2% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 9,370 | $1,002 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 51,114 | $976.2 萬 | 0.2% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 118,711 | $970.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 37,534 | $964.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 66,265 | $951.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 91,798 | $933.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 93,231 | $927.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 18,781 | $888.9 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 418,055 | $873.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 114,163 | $861.2 萬 | 0.2% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（14 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AZNAstraZeneca PLC | SPONSORED ADR | 56,496 | $519.4 萬 | 0.1% | 歷史 |
| FYBRFrontier Communications Parent, Inc. | COM | 34,287 | $130.5 萬 | <0.1% | 歷史 |
| AMCRAmcor plc | ORD | 144,675 | $120.7 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 11,671 | $118.5 萬 | <0.1% | 歷史 |
| PIPRPiper Sandler Companies | COM | 2,743 | $93.2 萬 | <0.1% | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 30,722 | $47.3 萬 | <0.1% | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 11,411 | $30.9 萬 | <0.1% | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 5,855 | $29.3 萬 | <0.1% | 歷史 |
| INDVIndivior Pharmaceuticals, Inc. | ORD | 7,147 | $25.6 萬 | <0.1% | 歷史 |
| CMAComerica Inc | COM | 2,950 | $25.6 萬 | <0.1% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 467 | $20.8 萬 | <0.1% | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 2,121 | $20.2 萬 | <0.1% | 歷史 |
| TELFYTelefonica S A | SPONSORED ADR | 46,296 | $18.7 萬 | <0.1% | 歷史 |
| AGLagilon health, inc. | COM | 25,433 | $1.75 萬 | <0.1% | 歷史 |