Leo H. Evart, Inc.
- SEC CIK
- 0001920405
- 最新申報
- 2026/8/17
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/21 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 38
- 較 2022 年第 1 季 −3
- 總值
- $8,227 萬
- 較 2022 年第 1 季 −$1,447 萬 (−15.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 144,523 | $1,110 萬 | 13.5% | −5,233−3.5% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 147,314 | $1,055 萬 | 12.8% | −190.0% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 161,624 | $937.3 萬 | 11.4% | −3,095−1.9% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 83,111 | $645.4 萬 | 7.8% | −1,501−1.8% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 81,552 | $613.8 萬 | 7.5% | +437+0.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 15,561 | $416.8 萬 | 5.1% | −957−5.8% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,990 | $401.0 萬 | 4.9% | +47+0.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,469 | $336.7 萬 | 4.1% | +368+1.6% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,338 | $268.2 萬 | 3.3% | −1,245−5.8% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 11,126 | $262.0 萬 | 3.2% | −179−1.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 16,729 | $228.7 萬 | 2.8% | −50−0.3% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 40,700 | $203.7 萬 | 2.5% | −6,340−13.5% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 31,927 | $200.3 萬 | 2.4% | −5,115−13.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,600 | $189.1 萬 | 2.3% | −765−7.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,405 | $187.5 萬 | 2.3% | −70−1.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,596 | $186.6 萬 | 2.3% | −197−1.8% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 37,902 | $147.8 萬 | 1.8% | −207−0.5% | 減碼 | – |
| ORCLOracle Corp | Stock | 15,106 | $105.5 萬 | 1.3% | +10.0% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,768 | $57.7 萬 | 0.7% | +13+0.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,546 | $53.1 萬 | 0.6% | −527−12.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 765 | $51.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 15,178 | $47.7 萬 | 0.6% | +667+4.6% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 9,940 | $47.6 萬 | 0.6% | +58+0.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,731 | $44.5 萬 | 0.5% | +1+0.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 807 | $41.4 萬 | 0.5% | +3+0.4% | 加碼 | 歷史 |
| SRESempra | Stock | 2,565 | $38.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,518 | $35.8 萬 | 0.4% | +18+0.5% | 加碼 | – |
| EXPDExpeditors International of Washington Inc | COM | 3,578 | $34.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| T Rowe Price Exchange-Traded87283Q701 | ULTRA SHRT TRM | 6,850 | $33.4 萬 | 0.4% | +6,850 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,456 | $33.3 萬 | 0.4% | +30+0.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,063 | $29.8 萬 | 0.4% | +9+0.9% | 加碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 8,581 | $29.7 萬 | 0.4% | +32+0.4% | 加碼 | – |
| CVXChevron Corp | Stock | 1,993 | $28.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 24,000 | $27.9 萬 | 0.3% | +24,000 | 新進 | – |
| JNJJohnson & Johnson | Stock | 1,505 | $26.7 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,646 | $26.5 萬 | 0.3% | +5+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,034 | $21.6 萬 | 0.3% | +254+14.3% | 加碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,063 | $21.0 萬 | 0.3% | +17+0.8% | 加碼 | – |
2022 年第 1 季之後清倉（5 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288885 | EAFE GRWTH ETF | 6,905 | $66.5 萬 | 0.7% | – |
| SBUXStarbucks Corp | Stock | 2,534 | $23.1 萬 | 0.2% | 歷史 |
| T Rowe Price Exchange-Traded87283Q107 | PRICE BLUE CHIP | 7,154 | $21.0 萬 | 0.2% | – |
| GOOGLAlphabet Inc. | Stock | 75 | $20.9 萬 | 0.2% | 歷史 |
| LOGILogitech International S.A. | SHS | 2,740 | $20.2 萬 | 0.2% | 歷史 |