ESG Planning
- SEC CIK
- 0001931465
- 最新申報
- 2026/7/22
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/30 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 42
- 較 2024 年第 1 季 +6
- 總值
- $1.02 億
- 較 2024 年第 1 季 +$1,656 萬 (+19.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 154,055 | $1,641 萬 | 16.2% | +119,362+344.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 128,047 | $922.6 萬 | 9.1% | +46,007+56.1% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 75,958 | $716.1 萬 | 7.0% | +38,735+104.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 52,149 | $644.2 萬 | 6.3% | +44,039+543.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 9,391 | $541.5 萬 | 5.3% | +5,412+136.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 18,388 | $387.3 萬 | 3.8% | +1,798+10.8% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 36,336 | $365.9 萬 | 3.6% | −404,594−91.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 18,677 | $360.9 萬 | 3.6% | +8,093+76.5% | 加碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 11,160 | $348.6 萬 | 3.4% | +6,649+147.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 16,620 | $302.7 萬 | 3.0% | +8,841+113.7% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 48,921 | $293.9 萬 | 2.9% | +30,215+161.5% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 49,645 | $291.1 萬 | 2.9% | +28,482+134.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 19,804 | $245.2 萬 | 2.4% | +10,872+121.7% | 加碼 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 10,267 | $241.5 萬 | 2.4% | +6,060+144.0% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 7,515 | $199.9 萬 | 2.0% | +4,217+127.9% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 19,907 | $198.8 萬 | 2.0% | +11,179+128.1% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 9,768 | $198.3 萬 | 2.0% | +5,736+142.3% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 51,435 | $197.6 萬 | 1.9% | +32,002+164.7% | 加碼 | – |
| Microsectors Fang Plus Index 3X063679534 | ETP | 4,070 | $181.2 萬 | 1.8% | +897+28.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,785 | $154.7 萬 | 1.5% | +3,410+143.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 6,942 | $149.3 萬 | 1.5% | +3,755+117.8% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 15,305 | $140.5 萬 | 1.4% | +5,164+50.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,472 | $124.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,970 | $113.8 萬 | 1.1% | +1,858+167.1% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,478 | $111.8 萬 | 1.1% | +682+85.7% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,659 | $105.4 萬 | 1.0% | +2,721+140.4% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 14,922 | $101.7 萬 | 1.0% | +8,593+135.8% | 加碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 28,798 | $101.7 萬 | 1.0% | +17,532+155.6% | 加碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 7,285 | $100.7 萬 | 1.0% | +4,416+153.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,243 | $100.3 萬 | 1.0% | +1,270+130.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,410 | $89.5 萬 | 0.9% | +2,008+143.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,951 | $86.1 萬 | 0.8% | +1,151+143.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,315 | $49.4 萬 | 0.5% | +2,315 | 新進 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 5,674 | $49.3 萬 | 0.5% | +5,674 | 新進 | – |
| DHRDanaher Corp | Stock | 1,836 | $45.9 萬 | 0.5% | +1,836 | 新進 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 2,331 | $44.9 萬 | 0.4% | +1,345+136.4% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 1,938 | $43.9 萬 | 0.4% | +1,101+131.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,882 | $41.5 萬 | 0.4% | +1,882 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 714 | $39.5 萬 | 0.4% | +714 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 500 | $33.7 萬 | 0.3% | −3−0.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,395 | $32.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 389 | $21.3 萬 | 0.2% | +389 | 新進 | – |