ESG Planning
- SEC CIK
- 0001931465
- 最新申報
- 2026/7/22
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/10 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 45
- 較 2022 年第 1 季 −5
- 總值
- $9,841 萬
- 較 2022 年第 1 季 −$941.7 萬 (−8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 174,890 | $1,860 萬 | 18.9% | +9,048+5.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 166,724 | $1,255 萬 | 12.8% | −12,873−7.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 19,874 | $649.0 萬 | 6.6% | +1,942+10.8% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 21,857 | $514.7 萬 | 5.2% | +353+1.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 32,498 | $444.3 萬 | 4.5% | +2,668+8.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 44,634 | $406.9 萬 | 4.1% | −6,729−13.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 40,941 | $371.4 萬 | 3.8% | +1,803+4.6% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 15,599 | $354.8 萬 | 3.6% | +2,279+17.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,427 | $311.0 萬 | 3.2% | +115+8.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 16,356 | $275.5 萬 | 2.8% | +50+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 23,134 | $245.7 萬 | 2.5% | +5,914+34.3% | 加碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,770 | $240.9 萬 | 2.4% | −1,166−8.4% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 12,309 | $228.1 萬 | 2.3% | +278+2.3% | 加碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 13,443 | $219.6 萬 | 2.2% | +1,427+11.9% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 17,881 | $203.7 萬 | 2.1% | +77+0.4% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 26,238 | $202.5 萬 | 2.1% | +8,604+48.8% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 16,715 | $117.2 萬 | 1.2% | +427+2.6% | 加碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 22,959 | $113.1 萬 | 1.1% | +1,398+6.5% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,445 | $107.4 萬 | 1.1% | +1,022+13.8% | 加碼 | – |
| VVisa Inc. | Stock | 5,419 | $106.7 萬 | 1.1% | +522+10.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 7,784 | $105.5 萬 | 1.1% | +1,052+15.6% | 加碼 | – |
| MAMastercard Inc | Stock | 3,290 | $103.8 萬 | 1.1% | +304+10.2% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 18,771 | $101.9 萬 | 1.0% | +3,657+24.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,744 | $92.8 萬 | 0.9% | −2,935−11.4% | 減碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 23,102 | $92.1 萬 | 0.9% | +7,465+47.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,669 | $92.0 萬 | 0.9% | −470−9.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,248 | $78.6 萬 | 0.8% | −860−14.1% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 15,082 | $75.4 萬 | 0.8% | +2,072+15.9% | 加碼 | – |
| DHRDanaher Corp | Stock | 2,889 | $73.2 萬 | 0.7% | +236+8.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,256 | $57.9 萬 | 0.6% | +161+7.7% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 866 | $56.9 萬 | 0.6% | +4+0.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 5,854 | $55.7 萬 | 0.6% | +685+13.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,559 | $54.6 萬 | 0.6% | +269+11.7% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 3,244 | $54.6 萬 | 0.6% | +199+6.5% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,916 | $53.8 萬 | 0.5% | −1,404−9.8% | 減碼 | – |
| iShares Tr464287531 | US DIGI REAL ETF | 9,118 | $53.7 萬 | 0.5% | +1,257+16.0% | 加碼 | – |
| Vanguard Materials ETF92204A801 | ETF | 3,339 | $53.5 萬 | 0.5% | +309+10.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,831 | $53.1 萬 | 0.5% | −1,005−14.7% | 減碼 | – |
| ELEstee Lauder Companies Inc | CL A | 2,074 | $52.8 萬 | 0.5% | +279+15.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 953 | $51.7 萬 | 0.5% | +55+6.1% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 6,878 | $51.1 萬 | 0.5% | +2,222+47.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,473 | $50.4 萬 | 0.5% | +805+21.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,892 | $50.3 萬 | 0.5% | +323+12.6% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,730 | $46.6 萬 | 0.5% | +327+23.3% | 加碼 | – |
| Velo3D, Inc.92259N104 | COMMON STOCK | 11,205 | $1.50 萬 | <0.1% | +11,205 | 新進 | – |
2022 年第 1 季之後清倉（6 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 |
|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,171 | $31.9 萬 | 0.3% | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 4,027 | $25.6 萬 | 0.2% | – |
| NFLXNetflix Inc | Stock | 620 | $23.2 萬 | 0.2% | 歷史 |
| TSLATesla, Inc. | Stock | 205 | $22.1 萬 | 0.2% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,643 | $21.7 萬 | 0.2% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,393 | $21.3 萬 | 0.2% | 歷史 |