ESG Planning
- SEC CIK
- 0001931465
- 最新申報
- 2026/7/22
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/4 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 65
- 較 2025 年第 3 季 +2
- 總值
- $2.32 億
- 較 2025 年第 3 季 +$2,231 萬 (+10.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 107,865 | $2,012 萬 | 8.7% | +2,640+2.5% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 247,424 | $1,833 萬 | 7.9% | +12,885+5.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 152,311 | $1,631 萬 | 7.0% | +21,194+16.2% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 109,096 | $1,061 萬 | 4.6% | +10,580+10.7% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 13,838 | $1,043 萬 | 4.5% | +831+6.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 35,972 | $977.9 萬 | 4.2% | +3,497+10.8% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 182,969 | $958.9 萬 | 4.1% | −720−0.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 29,079 | $910.2 萬 | 3.9% | +855+3.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 138,793 | $867.0 萬 | 3.7% | +30,703+28.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 31,145 | $718.9 萬 | 3.1% | +2,325+8.1% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 94,280 | $693.5 萬 | 3.0% | +9,885+11.7% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 17,549 | $691.3 萬 | 3.0% | +1,476+9.2% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 97,495 | $679.2 萬 | 2.9% | +8,718+9.8% | 加碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 20,143 | $601.0 萬 | 2.6% | +1,813+9.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 47,966 | $504.9 萬 | 2.2% | +4,780+11.1% | 加碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 37,699 | $503.3 萬 | 2.2% | +4,331+13.0% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 20,574 | $434.6 萬 | 1.9% | +2,504+13.9% | 加碼 | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 35,671 | $428.8 萬 | 1.8% | +8,609+31.8% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 105,337 | $425.0 萬 | 1.8% | +13,062+14.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,140 | $407.0 萬 | 1.8% | +1,468+13.8% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 14,116 | $406.3 萬 | 1.7% | +1,695+13.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 9,534 | $377.8 萬 | 1.6% | +264+2.8% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 36,442 | $365.8 萬 | 1.6% | −9,592−20.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,008 | $290.6 萬 | 1.3% | +526+9.6% | 加碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 14,054 | $272.1 萬 | 1.2% | +1,678+13.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 18,039 | $259.7 萬 | 1.1% | +1,691+10.3% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 48,218 | $259.2 萬 | 1.1% | +10,395+27.5% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,462 | $256.0 萬 | 1.1% | +494+9.9% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 56,049 | $239.3 萬 | 1.0% | +5,053+9.9% | 加碼依 2 比 1 拆股換算 | – |
| VVisa Inc. | Stock | 6,719 | $235.6 萬 | 1.0% | +788+13.3% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 3,469 | $233.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 59,332 | $232.3 萬 | 1.0% | +5,935+11.1% | 加碼 | – |
| MAMastercard Inc | Stock | 3,949 | $225.5 萬 | 1.0% | +449+12.8% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,484 | $190.3 萬 | 0.8% | +338+15.8% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 38,177 | $189.5 萬 | 0.8% | +8,752+29.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,522 | $146.2 萬 | 0.6% | +236+10.3% | 加碼 | 歷史 |
| FNGUBank of Montreal | CAL LKD 45 | 56,276 | $142.2 萬 | 0.6% | −41,820−42.6% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 11,077 | $117.1 萬 | 0.5% | +1,320+13.5% | 加碼 | – |
| DHRDanaher Corp | Stock | 4,718 | $108.0 萬 | 0.5% | +590+14.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,360 | $104.6 萬 | 0.5% | +829+18.3% | 加碼 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 4,830 | $100.2 萬 | 0.4% | +745+18.2% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 4,130 | $99.6 萬 | 0.4% | +618+17.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,251 | $98.3 萬 | 0.4% | +666+18.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,487 | $98.1 萬 | 0.4% | −1,421−48.9% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,580 | $86.4 萬 | 0.4% | +32+0.6% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 13,811 | $74.5 萬 | 0.3% | +180+1.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 884 | $60.3 萬 | 0.3% | +884 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,230 | $52.2 萬 | 0.2% | +68+1.3% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 16,871 | $46.1 萬 | 0.2% | +324+2.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,467 | $46.0 萬 | 0.2% | +383+35.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,196 | $42.8 萬 | 0.2% | +593+37.0% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 4,615 | $41.3 萬 | 0.2% | −653−12.4% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 2,304 | $39.4 萬 | 0.2% | +11+0.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,428 | $36.7 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 5,591 | $36.3 萬 | 0.2% | −74−1.3% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,202 | $27.5 萬 | 0.1% | +1,202 | 新進 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 755 | $27.2 萬 | 0.1% | +755 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,253 | $26.8 萬 | 0.1% | −25−2.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 801 | $23.7 萬 | 0.1% | −11−1.4% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,187 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| GWREGuidewire Software, Inc. | COM | 1,150 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 2,441 | $23.0 萬 | 0.1% | +3+0.1% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 5,608 | $22.2 萬 | 0.1% | +13+0.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 320 | $21.9 萬 | 0.1% | +3+0.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 194 | $20.9 萬 | 0.1% | +194 | 新進 | 歷史 |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。