ESG Planning
- SEC CIK
- 0001931465
- 最新申報
- 2026/7/22
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/3 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 44
- 較 2022 年第 3 季 −3
- 總值
- $8,102 萬
- 較 2022 年第 3 季 −$1,657 萬 (−17.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 377,742 | $3,783 萬 | 46.7% | +377,742 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 71,678 | $756.3 萬 | 9.3% | −92,510−56.3% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 66,098 | $474.8 萬 | 5.9% | −104,683−61.3% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 8,551 | $273.1 萬 | 3.4% | −11,895−58.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 18,441 | $239.6 萬 | 3.0% | −15,155−45.1% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 9,337 | $231.6 萬 | 2.9% | −13,908−59.8% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 19,575 | $217.2 萬 | 2.7% | −27,819−58.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 16,425 | $147.8 萬 | 1.8% | −23,457−58.8% | 減碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 6,545 | $143.3 萬 | 1.8% | −9,756−59.8% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 7,250 | $123.0 萬 | 1.5% | −10,186−58.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,280 | $120.1 萬 | 1.5% | −5,081−44.7% | 減碼 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 64,701 | $111.9 萬 | 1.4% | +64,701 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 12,612 | $111.3 萬 | 1.4% | −17,122−57.6% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 5,345 | $102.4 萬 | 1.3% | −7,743−59.2% | 減碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 5,573 | $101.8 萬 | 1.3% | −8,438−60.2% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 12,285 | $101.6 萬 | 1.3% | −16,024−56.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 9,827 | $82.5 萬 | 1.0% | −14,071−58.9% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 7,183 | $76.5 萬 | 0.9% | −10,460−59.3% | 減碼 | – |
| EQIXEquinix Inc | COM | 869 | $56.9 萬 | 0.7% | +4+0.5% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,402 | $52.2 萬 | 0.6% | −10,206−58.0% | 減碼 | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 3,231 | $49.8 萬 | 0.6% | −5,069−61.1% | 減碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 9,978 | $49.2 萬 | 0.6% | −14,674−59.5% | 減碼 | – |
| MAMastercard Inc | Stock | 1,384 | $48.1 萬 | 0.6% | −2,064−59.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,295 | $47.7 萬 | 0.6% | −4,109−64.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,170 | $44.2 萬 | 0.5% | −2,188−50.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,546 | $44.1 萬 | 0.5% | −5,056−58.8% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,954 | $41.8 萬 | 0.5% | −10,759−51.9% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 8,285 | $39.8 萬 | 0.5% | −11,518−58.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,374 | $37.7 萬 | 0.5% | −2,465−50.9% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,341 | $36.8 萬 | 0.5% | −7,652−51.0% | 減碼 | – |
| DHRDanaher Corp | Stock | 1,292 | $34.3 萬 | 0.4% | −1,650−56.1% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 10,335 | $32.3 萬 | 0.4% | −14,360−58.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,082 | $27.9 萬 | 0.3% | −2,669−56.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 687 | $26.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287531 | US DIGI REAL ETF | 3,775 | $26.1 萬 | 0.3% | −5,551−59.5% | 減碼 | – |
| HONHoneywell International Inc | COM | 1,165 | $25.0 萬 | 0.3% | −1,892−61.9% | 減碼 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 1,436 | $24.4 萬 | 0.3% | −2,024−58.5% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,166 | $24.1 萬 | 0.3% | −1,524−56.7% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,822 | $23.4 萬 | 0.3% | −4,317−60.5% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,830 | $23.3 萬 | 0.3% | −2,577−47.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 940 | $22.5 萬 | 0.3% | −1,268−57.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 408 | $22.5 萬 | 0.3% | −579−58.7% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,632 | $22.0 萬 | 0.3% | −6,354−53.0% | 減碼 | – |
| ELEstee Lauder Companies Inc | CL A | 873 | $21.7 萬 | 0.3% | −1,281−59.5% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（5 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 39,012 | $239.2 萬 | 2.5% | – |
| iShares Tr464287515 | EXPANDED TECH | 1,871 | $50.0 萬 | 0.5% | – |
| CCICrown Castle Inc. | REIT | 3,385 | $47.2 萬 | 0.5% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 6,097 | $47.0 萬 | 0.5% | 歷史 |
| Velo3D, Inc.92259N104 | COMMON STOCK | 11,205 | $4.40 萬 | <0.1% | – |