ESG Planning
- SEC CIK
- 0001931465
- 最新申報
- 2026/7/22
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 45
- 較 2024 年第 3 季 −4
- 總值
- $1.36 億
- 較 2024 年第 3 季 −$1,692 萬 (−11.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 160,756 | $2,159 萬 | 15.9% | −50,547−23.9% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 192,519 | $2,051 萬 | 15.1% | +5,952+3.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 132,610 | $953.6 萬 | 7.0% | −26,390−16.6% | 減碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 83,054 | $792.9 萬 | 5.8% | −8,055−8.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 27,101 | $678.7 萬 | 5.0% | −2,499−8.4% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 10,012 | $622.6 萬 | 4.6% | −1,776−15.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 22,106 | $485.0 萬 | 3.6% | −2,866−11.5% | 減碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 11,919 | $447.4 萬 | 3.3% | −1,658−12.2% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 53,453 | $347.9 萬 | 2.6% | −5,722−9.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 18,088 | $342.4 萬 | 2.5% | −2,911−13.9% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 55,682 | $319.7 萬 | 2.4% | −8,651−13.4% | 減碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 11,607 | $295.3 萬 | 2.2% | −1,742−13.0% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 21,459 | $253.4 萬 | 1.9% | −3,448−13.8% | 減碼 | – |
| Microsectors Fang Plus Index 3X063679534 | ETP | 4,230 | $246.9 萬 | 1.8% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 24,544 | $244.2 萬 | 1.8% | −853−3.4% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 10,942 | $231.3 萬 | 1.7% | −1,042−8.7% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 55,644 | $226.3 萬 | 1.7% | −5,190−8.5% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 8,642 | $219.2 萬 | 1.6% | −691−7.4% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 19,323 | $193.8 萬 | 1.4% | −18,201−48.5% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 7,604 | $184.1 萬 | 1.4% | −893−10.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,122 | $177.4 萬 | 1.3% | −2,829−31.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,946 | $166.3 萬 | 1.2% | −247−5.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,632 | $154.1 萬 | 1.1% | +5+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,461 | $141.0 萬 | 1.0% | −591−11.7% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 15,272 | $133.4 萬 | 1.0% | −2,922−16.1% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 7,936 | $123.0 萬 | 0.9% | −848−9.7% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 16,069 | $121.6 萬 | 0.9% | −2,306−12.5% | 減碼 | – |
| MAMastercard Inc | Stock | 2,271 | $119.6 萬 | 0.9% | −332−12.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,118 | $119.0 萬 | 0.9% | −747−12.7% | 減碼 | – |
| EQIXEquinix Inc | COM | 1,256 | $118.4 萬 | 0.9% | −510−28.9% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,420 | $117.0 萬 | 0.9% | −380−10.0% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 32,190 | $113.6 萬 | 0.8% | −2,246−6.5% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 12,451 | $73.7 萬 | 0.5% | +1,621+15.0% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 6,284 | $62.9 萬 | 0.5% | −973−13.4% | 減碼 | – |
| WDCWestern Digital Corp | COM | 10,315 | $61.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 2,629 | $59.4 萬 | 0.4% | −340−11.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,307 | $56.9 萬 | 0.4% | −196−7.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,309 | $52.6 萬 | 0.4% | −217−8.6% | 減碼 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 2,727 | $51.2 萬 | 0.4% | −281−9.3% | 減碼 | – |
| DHRDanaher Corp | Stock | 2,161 | $49.6 萬 | 0.4% | −184−7.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,890 | $47.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 871 | $45.3 萬 | 0.3% | −61−6.5% | 減碼 | 歷史 |
| PLXSPlexus Corp | COM | 2,479 | $38.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,987 | $33.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,022 | $31.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。