Snider Financial Group
- SEC CIK
- 0001820681
- 最新申報
- 2026/7/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/7 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 115
- 較 2025 年第 2 季 −1
- 總值
- $3.67 億
- 較 2025 年第 2 季 +$1,995 萬 (+5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 59,589 | $3,988 萬 | 10.9% | +212+0.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 233,422 | $2,340 萬 | 6.4% | +3,773+1.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 93,031 | $2,008 萬 | 5.5% | +989+1.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 38,017 | $1,969 萬 | 5.4% | −2,898−7.1% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 637,171 | $1,473 萬 | 4.0% | +9,558+1.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 43,467 | $1,107 萬 | 3.0% | −1,359−3.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 48,737 | $1,070 萬 | 2.9% | +599+1.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 43,461 | $1,058 萬 | 2.9% | −68−0.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 13,098 | $999.4 萬 | 2.7% | +832+6.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,887 | $873.0 萬 | 2.4% | +121+1.0% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 30,367 | $855.9 萬 | 2.3% | −456−1.5% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 160,611 | $815.1 萬 | 2.2% | +999+0.6% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 251,721 | $803.2 萬 | 2.2% | +1,801+0.7% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 75,264 | $716.1 萬 | 2.0% | +498+0.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 129,240 | $715.1 萬 | 2.0% | +2,578+2.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 37,464 | $699.0 萬 | 1.9% | +218+0.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 52,025 | $546.1 萬 | 1.5% | +741+1.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 17,310 | $546.0 萬 | 1.5% | −54−0.3% | 減碼 | 歷史 |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 135,298 | $545.9 萬 | 1.5% | +11,480+9.3% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,953 | $529.4 萬 | 1.4% | +623+3.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 50,421 | $519.6 萬 | 1.4% | −7,340−12.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,560 | $514.7 萬 | 1.4% | −183−3.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 12,959 | $479.1 萬 | 1.3% | +753+6.2% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,541 | $467.9 萬 | 1.3% | +1,243+15.0% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 15,268 | $454.8 萬 | 1.2% | +389+2.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 22,208 | $452.2 萬 | 1.2% | +1,852+9.1% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 13,471 | $434.9 萬 | 1.2% | +2,044+17.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 71,413 | $407.8 萬 | 1.1% | +286+0.4% | 加碼 | – |
| ADSKAutodesk, Inc. | COM | 12,587 | $399.9 萬 | 1.1% | −985−7.3% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 3,008 | $396.5 萬 | 1.1% | +244+8.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,404 | $376.2 萬 | 1.0% | −1,896−14.3% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 24,000 | $346.5 萬 | 0.9% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 10,100 | $344.8 萬 | 0.9% | +310+3.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,621 | $310.2 萬 | 0.8% | −394−5.6% | 減碼 | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 22,775 | $308.9 萬 | 0.8% | +337+1.5% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 8,918 | $291.1 萬 | 0.8% | +150+1.7% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 65,194 | $288.1 萬 | 0.8% | +1,443+2.3% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 5,856 | $285.0 萬 | 0.8% | +321+5.8% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 19,559 | $284.9 萬 | 0.8% | +399+2.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,666 | $244.2 萬 | 0.7% | −51−1.4% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 16,259 | $236.9 萬 | 0.6% | +16,259 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 26,183 | $228.6 萬 | 0.6% | +995+4.0% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 31,885 | $227.6 萬 | 0.6% | −1,704−5.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,498 | $226.1 萬 | 0.6% | −214−4.5% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 43,804 | $219.3 萬 | 0.6% | −112−0.3% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 14,271 | $201.1 萬 | 0.5% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 6,541 | $159.0 萬 | 0.4% | +457+7.5% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $150.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25460G849 | 20YR TRES BEAR | 42,650 | $149.4 萬 | 0.4% | −7,350−14.7% | 減碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 60,707 | $142.5 萬 | 0.4% | −3,662−5.7% | 減碼 | – |
| DDDuPont de Nemours, Inc. | COM | 17,585 | $137.0 萬 | 0.4% | +80+0.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,113 | $129.4 萬 | 0.4% | −242−10.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 4,209 | $127.3 萬 | 0.3% | +10.0% | 加碼 | – |
| BACBank of America Corp | Stock | 23,734 | $122.4 萬 | 0.3% | −2,265−8.7% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 17,513 | $118.4 萬 | 0.3% | +36+0.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,776 | $113.6 萬 | 0.3% | −23−0.6% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,561 | $113.2 萬 | 0.3% | −558−9.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 19,095 | $109.8 萬 | 0.3% | +406+2.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,811 | $108.7 萬 | 0.3% | −30−1.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,457 | $101.8 萬 | 0.3% | +4+0.1% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,392 | $98.9 萬 | 0.3% | +228+2.2% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 10,951 | $92.6 萬 | 0.3% | −1,600−12.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,063 | $86.1 萬 | 0.2% | −141−4.4% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 9,823 | $81.1 萬 | 0.2% | +63+0.6% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 6,451 | $71.3 萬 | 0.2% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,667 | $67.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,024 | $62.4 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,910 | $60.7 萬 | 0.2% | +301+8.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,940 | $59.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,847 | $59.0 萬 | 0.2% | +5+0.1% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,099 | $58.4 萬 | 0.2% | +194+5.0% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 21,953 | $56.7 萬 | 0.2% | +534+2.5% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 15,045 | $54.7 萬 | 0.1% | −519−3.3% | 減碼 | – |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 8,223 | $54.2 萬 | 0.1% | −319−3.7% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,080 | $51.8 萬 | 0.1% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 797 | $49.0 萬 | 0.1% | −42−5.0% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 20,596 | $47.2 萬 | 0.1% | +272+1.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,723 | $44.9 萬 | 0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 16,088 | $44.7 萬 | 0.1% | −431−2.6% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 10,594 | $44.6 萬 | 0.1% | −223−2.1% | 減碼 | – |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 6,932 | $40.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,744 | $39.7 萬 | 0.1% | 00.0% | 不變 | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 10,532 | $39.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,228 | $38.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 6,046 | $38.6 萬 | 0.1% | −1,077−15.1% | 減碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 3,997 | $38.1 萬 | 0.1% | 00.0% | 不變 | – |
| OXYOccidental Petroleum Corp | Stock | 7,989 | $37.7 萬 | 0.1% | −161−2.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,171 | $34.4 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 10,286 | $34.3 萬 | 0.1% | −750−6.8% | 減碼 | – |
| Fidelity Covington Trust316092725 | INT HG DIV ETF | 13,622 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,124 | $33.0 萬 | 0.1% | −179−13.7% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 3,717 | $33.0 萬 | 0.1% | −105−2.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,136 | $32.8 萬 | 0.1% | −10−0.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 910 | $32.3 萬 | 0.1% | +4+0.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,260 | $31.7 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 6,580 | $30.7 萬 | 0.1% | +231+3.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,438 | $30.0 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,007 | $27.9 萬 | 0.1% | +87+4.5% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,955 | $27.3 萬 | 0.1% | +3+0.2% | 加碼 | – |
| NEENextera Energy Inc | Stock | 3,500 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。