Upper Left Wealth Management, LLC
- SEC CIK
- 0001911228
- 最新申報
- 2026/7/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 73
- 較 2026 年第 1 季 +5
- 總值
- $1.80 億
- 較 2026 年第 1 季 +$1,110 萬 (+6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IAUiShares Gold Trust | ETF | 165,498 | $1,250 萬 | 6.9% | +6,418+4.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 121,120 | $1,064 萬 | 5.9% | +573+0.5% | 加碼 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 355,096 | $793.3 萬 | 4.4% | −14,757−4.0% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 160,232 | $776.0 萬 | 4.3% | +10,853+7.3% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 288,256 | $682.6 萬 | 3.8% | +9,676+3.5% | 加碼 | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 306,718 | $665.0 萬 | 3.7% | −5,778−1.8% | 減碼 | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 213,173 | $652.5 萬 | 3.6% | +12,999+6.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 225,409 | $624.4 萬 | 3.5% | +13,338+6.3% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 161,455 | $583.3 萬 | 3.2% | −1,158−0.7% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 163,550 | $544.5 萬 | 3.0% | +12,176+8.0% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 58,181 | $533.2 萬 | 3.0% | +3,309+6.0% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 62,175 | $493.8 萬 | 2.7% | −1,025−1.6% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 132,708 | $481.2 萬 | 2.7% | −2,388−1.8% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 190,807 | $470.5 萬 | 2.6% | +14,925+8.5% | 加碼 | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 92,023 | $469.5 萬 | 2.6% | −1,899−2.0% | 減碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 97,490 | $469.1 萬 | 2.6% | +2,039+2.1% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 103,135 | $462.6 萬 | 2.6% | +105+0.1% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 170,701 | $452.4 萬 | 2.5% | +5,848+3.5% | 加碼 | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 163,502 | $417.9 萬 | 2.3% | +4,327+2.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 66,590 | $397.5 萬 | 2.2% | +4,744+7.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,247 | $392.9 萬 | 2.2% | +463+9.7% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 45,703 | $382.8 萬 | 2.1% | −1,858−3.9% | 減碼 | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 49,665 | $341.1 萬 | 1.9% | +1,369+2.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 47,357 | $337.4 萬 | 1.9% | +2,181+4.8% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 38,607 | $330.1 萬 | 1.8% | +2,690+7.5% | 加碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 125,785 | $326.3 萬 | 1.8% | −7,205−5.4% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 18,308 | $282.5 萬 | 1.6% | +490+2.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,178 | $237.4 萬 | 1.3% | +189+6.3% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,955 | $157.0 萬 | 0.9% | +2,509+15.3% | 加碼 | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 35,229 | $154.2 萬 | 0.9% | +5,126+17.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,756 | $144.2 萬 | 0.8% | +517+12.2% | 加碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 13,899 | $142.1 萬 | 0.8% | −181−1.3% | 減碼 | – |
| iShares Tr464288117 | INTL TREA BD ETF | 32,734 | $134.3 萬 | 0.7% | +14,006+74.8% | 加碼 | – |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 45,514 | $122.9 萬 | 0.7% | +7,309+19.1% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 31,740 | $121.3 萬 | 0.7% | +19,833+166.6% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 12,521 | $120.7 萬 | 0.7% | +2,849+29.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,272 | $120.5 萬 | 0.7% | −27−0.8% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 21,939 | $113.6 萬 | 0.6% | −311−1.4% | 減碼 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 43,315 | $112.4 萬 | 0.6% | +13,218+43.9% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 7,612 | $89.4 萬 | 0.5% | −235−3.0% | 減碼 | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 12,684 | $88.2 萬 | 0.5% | +1,734+15.8% | 加碼 | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 22,021 | $88.1 萬 | 0.5% | +22,021 | 新進 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 19,261 | $87.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,172 | $80.5 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,336 | $79.1 萬 | 0.4% | −196−3.5% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 14,837 | $74.8 萬 | 0.4% | −361−2.4% | 減碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 35,106 | $73.4 萬 | 0.4% | +7,078+25.3% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 13,774 | $70.3 萬 | 0.4% | +693+5.3% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,290 | $68.8 萬 | 0.4% | −158−6.5% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 12,986 | $65.7 萬 | 0.4% | −2,115−14.0% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 5,824 | $63.7 萬 | 0.4% | +1,013+21.1% | 加碼 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 11,668 | $56.7 萬 | 0.3% | −133−1.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 756 | $55.7 萬 | 0.3% | +3+0.4% | 加碼 | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 17,134 | $54.1 萬 | 0.3% | +8,306+94.1% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 33,805 | $53.7 萬 | 0.3% | −5,014−12.9% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 6,856 | $45.6 萬 | 0.3% | −161−2.3% | 減碼 | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 8,375 | $36.6 萬 | 0.2% | +2,156+34.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 317 | $36.6 萬 | 0.2% | +317 | 新進 | 歷史 |
| iShares Inc464286871 | MSCI HONG KG ETF | 16,495 | $34.5 萬 | 0.2% | −403−2.4% | 減碼 | – |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 3,971 | $34.4 萬 | 0.2% | +3,971 | 新進 | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,050 | $31.4 萬 | 0.2% | 00.0% | 不變 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 9,819 | $31.3 萬 | 0.2% | −5,670−36.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 467 | $29.6 萬 | 0.2% | +467 | 新進 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,498 | $28.8 萬 | 0.2% | +36+1.0% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 2,868 | $28.7 萬 | 0.2% | −149−4.9% | 減碼 | – |
| ARKBArk 21Shares Bitcoin ETF | SHS BEN INT | 14,095 | $27.4 萬 | 0.2% | +367+2.7% | 加碼 | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 9,693 | $26.8 萬 | 0.1% | +184+1.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,770 | $26.8 萬 | 0.1% | −303−9.9% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,574 | $24.8 萬 | 0.1% | +176+7.3% | 加碼 | – |
| TTTrane Technologies plc | SHS | 500 | $24.6 萬 | 0.1% | +500 | 新進 | 歷史 |
| iShares Tr464288489 | INTL DEV RE ETF | 10,983 | $24.5 萬 | 0.1% | +194+1.8% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 2,709 | $24.0 萬 | 0.1% | −73−2.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 803 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |