Leo H. Evart, Inc.
- SEC CIK
- 0001920405
- 最新申報
- 2026/8/17
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 35
- 較 2023 年第 1 季 +2
- 總值
- $7,205 萬
- 較 2023 年第 1 季 +$356.9 萬 (+5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 131,009 | $951.4 萬 | 13.2% | −1,862−1.4% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 113,831 | $853.2 萬 | 11.8% | −1,178−1.0% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 80,028 | $602.1 萬 | 8.4% | +932+1.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 78,726 | $572.3 萬 | 7.9% | +1,143+1.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 14,690 | $437.8 萬 | 6.1% | −59−0.4% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,334 | $405.6 萬 | 5.6% | +20.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 20,259 | $329.1 萬 | 4.6% | −364−1.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 15,728 | $305.1 萬 | 4.2% | −22−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,522 | $291.6 萬 | 4.0% | +163+0.8% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 38,555 | $291.4 萬 | 4.0% | +469+1.2% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 11,047 | $270.5 萬 | 3.8% | −52−0.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,223 | $212.7 萬 | 3.0% | 00.0% | 不變 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 29,187 | $207.3 萬 | 2.9% | −574−1.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,494 | $188.8 萬 | 2.6% | +32+0.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 14,989 | $178.5 萬 | 2.5% | −120−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,857 | $173.0 萬 | 2.4% | −66−0.8% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,328 | $150.4 萬 | 2.1% | −346−1.0% | 減碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 11,891 | $119.0 萬 | 1.7% | −658−5.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,697 | $75.0 萬 | 1.0% | −24−1.4% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 14,123 | $65.2 萬 | 0.9% | +226+1.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,642 | $55.9 萬 | 0.8% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,995 | $49.5 萬 | 0.7% | −10−0.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,870 | $49.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 13,406 | $47.8 萬 | 0.7% | −253−1.9% | 減碼 | – |
| EXPDExpeditors International of Washington Inc | COM | 3,441 | $41.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 818 | $39.3 萬 | 0.5% | +4+0.5% | 加碼 | 歷史 |
| SRESempra | Stock | 2,565 | $37.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,616 | $35.4 萬 | 0.5% | +28+0.8% | 加碼 | – |
| CVXChevron Corp | Stock | 1,993 | $31.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,506 | $24.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,899 | $24.8 萬 | 0.3% | +1,899 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,106 | $22.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,249 | $22.3 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,100 | $22.3 萬 | 0.3% | +10.0% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 1,467 | $21.2 萬 | 0.3% | +1,467 | 新進 | 歷史 |