Snider Financial Group
- SEC CIK
- 0001820681
- 最新申報
- 2026/7/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/21 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 108
- 較 2025 年第 3 季 −7
- 總值
- $3.75 億
- 較 2025 年第 3 季 +$863.2 萬 (+2.4%)
| 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 | 62,635 | $4,290 萬 | 11.4% | +3,046+5.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 234,810 | $2,345 萬 | 6.2% | +1,388+0.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 96,663 | $2,124 萬 | 5.7% | +3,632+3.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 36,345 | $1,758 萬 | 4.7% | −1,672−4.4% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 682,014 | $1,570 萬 | 4.2% | +44,843+7.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 12,684 | $1,363 萬 | 3.6% | −414−3.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 49,395 | $1,140 萬 | 3.0% | +658+1.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,319 | $1,123 萬 | 3.0% | −2,148−4.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 34,300 | $1,076 萬 | 2.9% | −9,161−21.1% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 204,604 | $1,035 萬 | 2.8% | +43,993+27.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 14,095 | $930.4 萬 | 2.5% | +2,208+18.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 61,531 | $885.9 萬 | 2.4% | +797+1.3% | 加碼依 2 比 1 拆股換算 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 244,141 | $796.4 萬 | 2.1% | −7,580−3.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 133,970 | $761.1 萬 | 2.0% | +4,730+3.7% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 184,821 | $754.8 萬 | 2.0% | +49,523+36.6% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 78,113 | $743.8 萬 | 2.0% | +2,849+3.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 37,306 | $695.8 萬 | 1.9% | −158−0.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,994 | $577.2 萬 | 1.5% | +41+0.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 16,370 | $575.3 萬 | 1.5% | +3,411+26.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,699 | $570.3 萬 | 1.5% | +389+2.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 46,743 | $520.8 萬 | 1.4% | −3,678−7.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,633 | $485.8 萬 | 1.3% | +73+1.3% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 14,716 | $476.2 萬 | 1.3% | +1,245+9.2% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,938 | $465.9 萬 | 1.2% | +397+4.2% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 3,469 | $461.3 萬 | 1.2% | +461+15.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 78,386 | $448.7 萬 | 1.2% | +6,973+9.8% | 加碼 | – |
| VEEVVeeva Systems Inc | Stock | 20,000 | $446.5 萬 | 1.2% | +4,732+31.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 23,377 | $430.6 萬 | 1.1% | +1,169+5.3% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 25,000 | $421.9 萬 | 1.1% | +1,000+4.2% | 加碼 | – |
| VVisa Inc. | Stock | 10,963 | $384.5 萬 | 1.0% | +863+8.5% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 12,944 | $383.2 萬 | 1.0% | +357+2.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,029 | $381.7 萬 | 1.0% | −375−3.3% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,300 | $381.5 萬 | 1.0% | +1,444+24.7% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 9,013 | $324.6 萬 | 0.9% | +95+1.1% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 69,269 | $314.8 萬 | 0.8% | +4,075+6.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,259 | $290.4 萬 | 0.8% | +593+16.2% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 18,581 | $276.3 萬 | 0.7% | −978−5.0% | 減碼 | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 21,939 | $272.5 萬 | 0.7% | −836−3.7% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 25,355 | $259.6 萬 | 0.7% | +25,355 | 新進 | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 70,449 | $256.3 萬 | 0.7% | +70,449 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,525 | $255.2 萬 | 0.7% | +2,342+8.9% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 17,058 | $223.5 萬 | 0.6% | +799+4.9% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 39,905 | $200.7 萬 | 0.5% | −3,899−8.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,991 | $200.6 萬 | 0.5% | −507−11.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,101 | $190.5 萬 | 0.5% | +1,290+71.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,779 | $180.9 萬 | 0.5% | −762−11.6% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 22,767 | $167.5 萬 | 0.4% | −9,118−28.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,462 | $163.9 萬 | 0.4% | −3,159−47.7% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $151.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 21,029 | $124.7 萬 | 0.3% | +1,934+10.1% | 加碼 | – |
| CTVACorteva, Inc. | Stock | 17,403 | $116.7 萬 | 0.3% | −110−0.6% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,116 | $116.5 萬 | 0.3% | −6,155−43.1% | 減碼 | – |
| BACBank of America Corp | Stock | 20,232 | $111.3 萬 | 0.3% | −3,502−14.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,733 | $108.7 萬 | 0.3% | −380−18.0% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,198 | $105.4 萬 | 0.3% | +806+7.8% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 41,107 | $96.2 萬 | 0.3% | −19,600−32.3% | 減碼 | – |
| GEGeneral Electric Co | Stock | 3,101 | $95.5 萬 | 0.3% | −675−17.9% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,655 | $88.9 萬 | 0.2% | −802−14.7% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,171 | $87.7 萬 | 0.2% | −1,390−25.0% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 9,857 | $83.0 萬 | 0.2% | −1,094−10.0% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 9,079 | $76.8 萬 | 0.2% | −744−7.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,336 | $72.2 萬 | 0.2% | −1,873−44.5% | 減碼 | – |
| DDDuPont de Nemours, Inc. | COM | 17,479 | $70.3 萬 | 0.2% | −106−0.6% | 減碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 8,264 | $67.5 萬 | 0.2% | +8,264 | 新進 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 5,894 | $65.4 萬 | 0.2% | −557−8.6% | 減碼 | – |
| KOCoca Cola Co | Stock | 8,755 | $61.2 萬 | 0.2% | −185−2.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,063 | $59.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 23,092 | $59.5 萬 | 0.2% | +1,139+5.2% | 加碼 | – |
| MMM3M Co | Stock | 3,584 | $57.4 萬 | 0.2% | −326−8.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,616 | $55.6 萬 | 0.1% | −51−3.1% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 944 | $53.8 萬 | 0.1% | −80−7.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 5,240 | $53.7 萬 | 0.1% | −46,785−89.9% | 減碼 | – |
| DOWDow Inc. | Stock | 19,764 | $46.2 萬 | 0.1% | −832−4.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,363 | $46.0 萬 | 0.1% | −2,484−25.2% | 減碼 | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 10,532 | $43.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 654 | $42.7 萬 | 0.1% | −143−17.9% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,960 | $40.5 萬 | 0.1% | −1,139−27.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,744 | $39.6 萬 | 0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 5,760 | $38.4 萬 | 0.1% | −2,463−30.0% | 減碼 | – |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 6,245 | $38.1 萬 | 0.1% | −687−9.9% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 910 | $36.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,349 | $35.7 萬 | 0.1% | +213+6.8% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 9,170 | $35.2 萬 | 0.1% | −5,875−39.0% | 減碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 12,449 | $33.5 萬 | 0.1% | −3,639−22.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 676 | $33.0 萬 | 0.1% | −404−37.4% | 減碼 | – |
| OXYOccidental Petroleum Corp | Stock | 7,932 | $32.6 萬 | 0.1% | −57−0.7% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,772 | $32.0 萬 | 0.1% | −514−5.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,735 | $30.8 萬 | 0.1% | −493−22.1% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 2,103 | $30.2 萬 | 0.1% | −157−6.9% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,943 | $30.1 萬 | 0.1% | −64−3.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,061 | $29.6 萬 | 0.1% | −63−5.6% | 減碼 | – |
| SANBanco Santander, S.A. | ADR | 24,496 | $28.7 萬 | 0.1% | +89+0.4% | 加碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 3,141 | $28.6 萬 | 0.1% | −576−15.5% | 減碼 | – |
| Fidelity Covington Trust316092725 | INT HG DIV ETF | 10,872 | $28.2 萬 | 0.1% | −2,750−20.2% | 減碼 | – |
| NEENextera Energy Inc | Stock | 3,500 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,922 | $27.1 萬 | 0.1% | −33−1.7% | 減碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 2,689 | $26.3 萬 | 0.1% | −1,308−32.7% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 5,534 | $25.5 萬 | 0.1% | +5,534 | 新進 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,414 | $25.2 萬 | 0.1% | −1,166−17.7% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,809 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（13 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 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 |
|---|---|---|---|---|---|
| Direxion Shs ETF Tr25460G849 | 20YR TRES BEAR | 42,650 | $149.4 萬 | 0.4% | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 6,046 | $38.6 萬 | 0.1% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,171 | $34.4 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,438 | $30.0 萬 | 0.1% | – |
| PFEPfizer Inc | Stock | 10,230 | $26.1 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,122 | $26.0 萬 | 0.1% | 歷史 |
| CSXCSX Corp | Stock | 7,308 | $25.9 萬 | 0.1% | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 2,871 | $23.8 萬 | 0.1% | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 4,785 | $22.2 萬 | 0.1% | – |
| NFLXNetflix Inc | Stock | 180 | $21.6 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 8,064 | $21.5 萬 | 0.1% | – |
| iShares Tr464287622 | RUS 1000 ETF | 584 | $21.4 萬 | 0.1% | – |
| TSLATesla, Inc. | Stock | 470 | $20.9 萬 | 0.1% | 歷史 |