ESG Planning
- SEC CIK
- 0001931465
- 最新申報
- 2026/7/22
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/9 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 47
- 較 2022 年第 2 季 +2
- 總值
- $9,759 萬
- 較 2022 年第 2 季 −$82.2 萬 (−0.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 164,188 | $1,685 萬 | 17.3% | −10,702−6.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 170,781 | $1,219 萬 | 12.5% | +4,057+2.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 20,446 | $629.8 萬 | 6.5% | +572+2.9% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 23,245 | $521.2 萬 | 5.3% | +1,388+6.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,596 | $464.6 萬 | 4.8% | +1,098+3.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 47,394 | $407.9 萬 | 4.2% | +2,760+6.2% | 加碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 16,301 | $384.2 萬 | 3.9% | +702+4.5% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 39,882 | $350.0 萬 | 3.6% | −1,059−2.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 29,734 | $287.5 萬 | 2.9% | +1,194+4.2% | 加碼依 20 比 1 拆股換算 | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,436 | $270.2 萬 | 2.8% | +1,080+6.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 23,898 | $269.3 萬 | 2.8% | +764+3.3% | 加碼 | 歷史 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 39,012 | $239.2 萬 | 2.5% | +39,012 | 新進 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 13,088 | $226.1 萬 | 2.3% | +779+6.3% | 加碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 14,011 | $220.4 萬 | 2.3% | +568+4.2% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 28,309 | $211.0 萬 | 2.2% | +2,071+7.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,361 | $204.2 萬 | 2.1% | −1,409−11.0% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 17,643 | $182.8 萬 | 1.9% | −238−1.3% | 減碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 24,652 | $120.8 萬 | 1.2% | +1,693+7.4% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 17,608 | $114.9 萬 | 1.2% | +893+5.3% | 加碼 | – |
| VVisa Inc. | Stock | 6,404 | $114.2 萬 | 1.2% | +985+18.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 8,300 | $109.3 萬 | 1.1% | +516+6.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,602 | $100.7 萬 | 1.0% | +157+1.9% | 加碼 | – |
| MAMastercard Inc | Stock | 3,448 | $98.0 萬 | 1.0% | +158+4.8% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 19,803 | $93.2 萬 | 1.0% | +1,032+5.5% | 加碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 24,695 | $91.8 萬 | 0.9% | +1,593+6.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,358 | $82.0 萬 | 0.8% | −311−6.7% | 減碼 | – |
| DHRDanaher Corp | Stock | 2,942 | $78.5 萬 | 0.8% | +53+1.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 20,713 | $75.8 萬 | 0.8% | −2,031−8.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,839 | $69.8 萬 | 0.7% | −409−7.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 14,993 | $64.3 萬 | 0.7% | −89−0.6% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 987 | $58.9 萬 | 0.6% | +34+3.6% | 加碼 | 歷史 |
| iShares Tr464287531 | US DIGI REAL ETF | 9,326 | $58.4 萬 | 0.6% | +208+2.3% | 加碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 7,139 | $54.0 萬 | 0.6% | +261+3.8% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,057 | $51.7 萬 | 0.5% | +165+5.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,690 | $51.0 萬 | 0.5% | +131+5.1% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,871 | $50.0 萬 | 0.5% | +141+8.2% | 加碼 | – |
| Vanguard Materials ETF92204A801 | ETF | 3,460 | $49.4 萬 | 0.5% | +121+3.6% | 加碼 | – |
| EQIXEquinix Inc | COM | 865 | $49.2 萬 | 0.5% | −1−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,751 | $48.1 萬 | 0.5% | +278+6.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,208 | $47.7 萬 | 0.5% | −48−2.1% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 3,385 | $47.2 萬 | 0.5% | +141+4.3% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 6,097 | $47.0 萬 | 0.5% | +243+4.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,407 | $43.6 萬 | 0.4% | −424−7.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,986 | $43.5 萬 | 0.4% | −930−7.2% | 減碼 | – |
| ELEstee Lauder Companies Inc | CL A | 2,154 | $43.3 萬 | 0.4% | +80+3.9% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 687 | $25.9 萬 | 0.3% | +687 | 新進 | 歷史 |
| Velo3D, Inc.92259N104 | COMMON STOCK | 11,205 | $4.40 萬 | <0.1% | 00.0% | 不變 | – |