ESG Planning
- SEC CIK
- 0001931465
- 最新申報
- 2026/7/22
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/2 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 50
- 較 2024 年第 4 季 +5
- 總值
- $1.51 億
- 較 2024 年第 4 季 +$1,524 萬 (+11.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 206,731 | $2,180 萬 | 14.4% | +14,212+7.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 153,742 | $1,666 萬 | 11.0% | −7,014−4.4% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 181,919 | $1,336 萬 | 8.9% | +49,309+37.2% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 96,252 | $917.3 萬 | 6.1% | +13,198+15.9% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 12,142 | $658.5 萬 | 4.4% | +2,130+21.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,370 | $652.4 萬 | 4.3% | +2,269+8.4% | 加碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 15,585 | $507.3 萬 | 3.4% | +3,666+30.8% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 79,346 | $481.3 萬 | 3.2% | +23,664+42.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 24,898 | $473.7 萬 | 3.1% | +2,792+12.6% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 72,902 | $435.6 萬 | 2.9% | +19,449+36.4% | 加碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 15,490 | $383.5 萬 | 2.5% | +3,883+33.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 23,365 | $361.3 萬 | 2.4% | +5,277+29.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 37,546 | $337.0 萬 | 2.2% | +13,002+53.0% | 加碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 27,768 | $331.7 萬 | 2.2% | +6,309+29.4% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 14,882 | $325.6 萬 | 2.2% | +3,940+36.0% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 76,791 | $321.4 萬 | 2.1% | +21,147+38.0% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,035 | $318.6 萬 | 2.1% | +3,393+39.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 8,743 | $251.9 萬 | 1.7% | +1,139+15.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,869 | $243.8 萬 | 1.6% | +2,747+44.9% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 18,799 | $189.2 萬 | 1.3% | −524−2.7% | 減碼 | – |
| VVisa Inc. | Stock | 5,096 | $178.6 萬 | 1.2% | +635+14.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,547 | $170.7 萬 | 1.1% | +601+15.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 21,017 | $165.7 萬 | 1.1% | +4,948+30.8% | 加碼 | – |
| MAMastercard Inc | Stock | 2,972 | $162.9 萬 | 1.1% | +701+30.9% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 43,921 | $156.8 萬 | 1.0% | +11,731+36.4% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,444 | $156.7 萬 | 1.0% | +1,024+29.9% | 加碼 | 歷史 |
| Microsectors Fang Plus Index 3X063679534 | ETP | 4,230 | $152.3 萬 | 1.0% | 00.0% | 不變 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 10,257 | $152.2 萬 | 1.0% | +2,321+29.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,632 | $151.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,803 | $140.5 萬 | 0.9% | +1,685+32.9% | 加碼 | – |
| EQIXEquinix Inc | COM | 1,632 | $133.1 萬 | 0.9% | +376+29.9% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 3,641 | $96.5 萬 | 0.6% | +3,641 | 新進 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 19,728 | $92.3 萬 | 0.6% | +19,728 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,167 | $74.8 萬 | 0.5% | +858+37.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,505 | $74.2 萬 | 0.5% | +876+33.3% | 加碼 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 3,873 | $73.1 萬 | 0.5% | +1,146+42.0% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 8,187 | $72.9 萬 | 0.5% | +1,903+30.3% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 2,973 | $69.3 萬 | 0.5% | +666+28.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,120 | $64.0 萬 | 0.4% | +959+44.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,219 | $60.7 萬 | 0.4% | +348+40.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,353 | $51.5 萬 | 0.3% | −4,098−32.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 890 | $45.7 萬 | 0.3% | +890 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,575 | $38.5 萬 | 0.3% | +7,575 | 新進 | – |
| QCOMQualcomm Inc | Stock | 2,022 | $31.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,254 | $29.6 萬 | 0.2% | −12,018−78.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 487 | $27.2 萬 | 0.2% | +487 | 新進 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 3,411 | $26.1 萬 | 0.2% | +3,411 | 新進 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,081 | $23.5 萬 | 0.2% | +4,081 | 新進 | – |
| GWREGuidewire Software, Inc. | COM | 1,150 | $21.5 萬 | 0.1% | +1,150 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,395 | $20.2 萬 | 0.1% | −1,495−51.7% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。