Axim Planning & Wealth
- SEC CIK
- 0001950607
- 最新申報
- 2026/8/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/13 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 45
- 較 2024 年第 4 季 +4
- 總值
- $1.13 億
- 較 2024 年第 4 季 +$1,891 萬 (+20.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EHEHang Holdings Ltd | ADS | 4,393,795 | $9,179 萬 | 81.3% | −161,900−3.6% | 減碼 | 歷史 |
| HPFJohn Hancock Preferred Income Fund II | COM | 333,318 | $554.0 萬 | 4.9% | −77,970−19.0% | 減碼 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 222,092 | $182.6 萬 | 1.6% | +19,135+9.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,579 | $95.1 萬 | 0.8% | −1,003−15.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,361 | $88.6 萬 | 0.8% | −183−7.2% | 減碼 | 歷史 |
| Agf Invts Tr00110G408 | US MARKET NETRL | 41,528 | $86.5 萬 | 0.8% | +41,528 | 新進 | – |
| USBUS Bancorp DE | COM NEW | 15,423 | $65.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,075 | $64.7 萬 | 0.6% | −10.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,816 | $47.1 萬 | 0.4% | +751+70.5% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 2,269 | $46.6 萬 | 0.4% | +2,269 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,872 | $45.9 萬 | 0.4% | −76−3.9% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,048 | $42.3 萬 | 0.4% | +2,048 | 新進 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 12,622 | $37.4 萬 | 0.3% | +12,622 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,918 | $33.2 萬 | 0.3% | +1,918 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,704 | $32.5 萬 | 0.3% | −192−10.1% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 4,507 | $30.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,876 | $29.5 萬 | 0.3% | +2,876 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 551 | $29.3 萬 | 0.3% | +551 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,558 | $29.0 萬 | 0.3% | +60+4.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,662 | $28.7 萬 | 0.3% | +60+3.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,124 | $28.3 萬 | 0.3% | +45+4.2% | 加碼 | – |
| NKENIKE, Inc. | Stock | 4,382 | $27.8 萬 | 0.2% | +4,382 | 新進 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 2,975 | $27.5 萬 | 0.2% | +650+28.0% | 加碼 | – |
| CATCaterpillar Inc | Stock | 816 | $26.9 萬 | 0.2% | +16+2.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,233 | $26.6 萬 | 0.2% | −519−18.9% | 減碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 6,861 | $26.5 萬 | 0.2% | −2,000−22.6% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,288 | $25.0 萬 | 0.2% | +4,288 | 新進 | – |
| MOAltria Group, Inc. | Stock | 4,136 | $24.8 萬 | 0.2% | −64−1.5% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,831 | $24.6 萬 | 0.2% | −99−2.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 415 | $23.9 萬 | 0.2% | +34+8.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 407 | $22.9 萬 | 0.2% | −159−28.1% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 418 | $22.8 萬 | 0.2% | +418 | 新進 | 歷史 |
| DAVEDave Inc. | CLASS A COM NEW | 2,708 | $22.4 萬 | 0.2% | +2,708 | 新進 | 歷史 |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 4,966 | $22.1 萬 | 0.2% | −1,348−21.3% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,377 | $21.8 萬 | 0.2% | +4,377 | 新進 | – |
| NIONIO Inc. | ADR | 56,966 | $21.7 萬 | 0.2% | −8,785−13.4% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 813 | $21.5 萬 | 0.2% | +813 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,111 | $21.1 萬 | 0.2% | −181−14.0% | 減碼 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 5,082 | $20.4 萬 | 0.2% | +5,082 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,878 | $20.4 萬 | 0.2% | +1,878 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 14,650 | $17.0 萬 | 0.2% | −4,662−24.1% | 減碼 | 歷史 |
| LCNBLCNB Corp | COM | 11,500 | $17.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ENVXEnovix Corp | COM | 18,981 | $13.9 萬 | 0.1% | +18,981 | 新進 | 歷史 |
| QSQuantumScape Corp | COM CL A | 12,500 | $5.20 萬 | <0.1% | −3,040−19.6% | 減碼 | 歷史 |
| LCIDLucid Group, Inc. | COM | 14,600 | $3.53 萬 | <0.1% | +200+1.4% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（12 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,227 | $75.3 萬 | 0.8% | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 25,000 | $62.3 萬 | 0.7% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,505 | $45.7 萬 | 0.5% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 7,142 | $36.6 萬 | 0.4% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,926 | $28.3 萬 | 0.3% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 538 | $27.5 萬 | 0.3% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 4,870 | $25.6 萬 | 0.3% | – |
| AAPLApple Inc. | Stock | 1,000 | $25.0 萬 | 0.3% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,185 | $22.4 萬 | 0.2% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,303 | $21.0 萬 | 0.2% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,411 | $20.2 萬 | 0.2% | 歷史 |
| ARDCAres Dynamic Credit Allocation Fund, Inc. | COM | 10,221 | $15.4 萬 | 0.2% | 歷史 |