ESG Planning
- SEC CIK
- 0001931465
- 最新申報
- 2026/7/22
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 58
- 較 2025 年第 1 季 +8
- 總值
- $1.79 億
- 較 2025 年第 1 季 +$2,798 萬 (+18.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 153,600 | $2,427 萬 | 13.6% | −142−0.1% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 210,395 | $1,549 萬 | 8.7% | +28,476+15.7% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 109,240 | $1,141 萬 | 6.4% | −97,491−47.2% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 200,221 | $1,028 萬 | 5.7% | +200,221 | 新進 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 84,490 | $821.8 萬 | 4.6% | −11,762−12.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 11,511 | $763.5 萬 | 4.3% | −631−5.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 30,088 | $617.3 萬 | 3.5% | +718+2.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 24,881 | $545.9 萬 | 3.1% | −17−0.1% | 減碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 14,050 | $509.0 萬 | 2.8% | −1,535−9.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 75,614 | $508.3 萬 | 2.8% | −3,732−4.7% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 47,905 | $482.4 萬 | 2.7% | +29,106+154.8% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 72,939 | $464.7 萬 | 2.6% | +37+0.1% | 加碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 15,384 | $430.9 萬 | 2.4% | −106−0.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 23,881 | $420.9 萬 | 2.4% | +516+2.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 69,860 | $398.3 萬 | 2.2% | +62,285+822.2% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 27,837 | $354.4 萬 | 2.0% | +69+0.2% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 14,851 | $325.2 萬 | 1.8% | −31−0.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,532 | $320.1 萬 | 1.8% | +1,663+18.8% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 74,873 | $310.1 萬 | 1.7% | −1,918−2.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 32,344 | $256.0 萬 | 1.4% | −5,202−13.9% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,088 | $246.5 萬 | 1.4% | −655−7.5% | 減碼 | 歷史 |
| FNGUBank of Montreal | CAL LKD 45 | 98,096 | $244.2 萬 | 1.4% | +98,096 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 9,421 | $234.0 萬 | 1.3% | −2,614−21.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,656 | $231.6 萬 | 1.3% | +109+2.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,943 | $217.2 萬 | 1.2% | +311+11.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,254 | $216.7 萬 | 1.2% | −190−4.3% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 17,600 | $198.9 萬 | 1.1% | +17,600 | 新進 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 10,406 | $178.0 萬 | 1.0% | +149+1.5% | 加碼 | – |
| VVisa Inc. | Stock | 4,945 | $175.6 萬 | 1.0% | −151−3.0% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,883 | $174.3 萬 | 1.0% | +80+1.2% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 21,211 | $173.2 萬 | 1.0% | +194+0.9% | 加碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 43,598 | $166.2 萬 | 0.9% | −323−0.7% | 減碼 | – |
| MAMastercard Inc | Stock | 2,942 | $165.3 萬 | 0.9% | −30−1.0% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,680 | $133.7 萬 | 0.7% | +48+2.9% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 20,637 | $126.3 萬 | 0.7% | +909+4.6% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 3,464 | $121.3 萬 | 0.7% | −177−4.9% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 24,141 | $119.4 萬 | 0.7% | +24,141 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 15,321 | $106.3 萬 | 0.6% | +6,968+83.4% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 8,219 | $90.0 萬 | 0.5% | +32+0.4% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,642 | $84.8 萬 | 0.5% | +137+3.9% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,770 | $77.8 萬 | 0.4% | +5,770 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,901 | $77.1 萬 | 0.4% | +682+55.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,601 | $67.6 萬 | 0.4% | +14,601 | 新進 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 3,160 | $61.6 萬 | 0.3% | −713−18.4% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 2,648 | $60.9 萬 | 0.3% | −519−16.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,738 | $60.7 萬 | 0.3% | −235−7.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,943 | $58.1 萬 | 0.3% | −177−5.7% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 16,547 | $44.9 萬 | 0.3% | +16,547 | 新進 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 5,105 | $42.6 萬 | 0.2% | +1,694+49.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 628 | $39.0 萬 | 0.2% | +628 | 新進 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 5,349 | $32.9 萬 | 0.2% | +1,268+31.1% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 2,038 | $32.5 萬 | 0.2% | +16+0.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,480 | $32.4 萬 | 0.2% | +1,480 | 新進 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1,155 | $27.2 萬 | 0.2% | +5+0.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,426 | $26.1 萬 | 0.1% | +31+2.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 792 | $23.4 萬 | 0.1% | +792 | 新進 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 2,433 | $21.6 萬 | 0.1% | +2,433 | 新進 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,187 | $20.6 萬 | 0.1% | +1,187 | 新進 | – |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。