LAM GROUP, INC.
- SEC CIK
- 0001961944
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/10。SEC
- 持股檔數
- 139
- 較 2026 年第 1 季 +3
- 總值
- $2.01 億
- 較 2026 年第 1 季 +$1,940.39 萬 (+10.7%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| GLDMWORLD GOLD TR | SPDR GLD MINIS | 140,590 | $1,116.57 萬 | 5.55% | +1,215+0.9% | 加碼 | 查看 |
| VANGUARD INDEX FDS922908652 | EXTEND MKT ETF | 42,930 | $1,056.98 萬 | 5.25% | −50.0% | 減碼 | – |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775 | ETF | 114,192 | $956.36 萬 | 4.75% | 00.0% | 不變 | – |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 101,138 | $832.77 萬 | 4.14% | −132−0.1% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V781 | INTL SMALL CAP V | 177,585 | $712.65 萬 | 3.54% | −365−0.2% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V724 | US MKTWIDE VALUE | 129,440 | $712.05 萬 | 3.54% | +90.0% | 加碼 | – |
| SPDR SERIES TRUST78464A334 | SST SPDR BLOOMBE | 264,206 | $706.75 萬 | 3.51% | +44,606+20.3% | 加碼 | – |
| SPDR SERIES TRUST78464A151 | SST SPDR BLOOMBE | 213,150 | $664.6 萬 | 3.30% | −2,750−1.3% | 減碼 | – |
| AMERICAN CENTY ETF TR025072356 | REAL ESTATE ETF | 134,940 | $639.35 萬 | 3.18% | +2,605+2.0% | 加碼 | – |
| ISHARES INC464286517 | JP MORGAN EM ETF | 142,385 | $604.14 萬 | 3.00% | +9,105+6.8% | 加碼 | – |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611 | ETF | 24,520 | $595.81 萬 | 2.96% | 00.0% | 不變 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 15,893 | $588.1 萬 | 2.92% | +20.0% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V807 | INTERNATNAL VAL | 106,938 | $577.68 萬 | 2.87% | 00.0% | 不變 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 7,475 | $550.46 萬 | 2.73% | 00.0% | 不變 | – |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718 | ETF | 35,380 | $545.87 萬 | 2.71% | −120−0.3% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V658 | GLOBAL REAL EST | 171,240 | $496.08 萬 | 2.46% | −16,870−9.0% | 減碼 | – |
| VANGUARD INFORMATION TECHNOLOGY ETF92204A702 | ETF | 39,756 | $475.16 萬 | 2.36% | +34,773+697.8% | 加碼 | – |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 53,215 | $440.83 萬 | 2.19% | 00.0% | 不變 | – |
| AMERICAN CENTY ETF TR025072877 | US SML CP VALU | 33,855 | $422.38 萬 | 2.10% | −370−1.1% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V773 | INTL SMALL CAP E | 114,245 | $400.2 萬 | 1.99% | +100.0% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V815 | US SMALL CAP ETF | 95,240 | $369.44 萬 | 1.83% | −2,755−2.8% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V740 | EMERGING MKTS VA | 82,260 | $350.98 萬 | 1.74% | 00.0% | 不變 | – |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 39,042 | $319.91 萬 | 1.59% | 00.0% | 不變 | – |
| AMPHAMPHASTAR PHARMACEUTICALS IN | COM | 130,800 | $263.95 萬 | 1.31% | 00.0% | 不變 | 查看 |
| AMERICAN CENTY ETF TR025072364 | INTERNATIONAL LR | 33,345 | $258.16 萬 | 1.28% | +2,555+8.3% | 加碼 | – |
| AMERICAN CENTY ETF TR025072802 | INTL SMCP VLU | 22,885 | $235.83 萬 | 1.17% | +2,105+10.1% | 加碼 | – |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880 | ETF | 63,131 | $232.58 萬 | 1.16% | 00.0% | 不變 | – |
| DIMENSIONAL U.S. TARGETED VALUE ETF25434V609 | ETF | 31,603 | $220.91 萬 | 1.10% | +70.0% | 加碼 | – |
| AMERICAN CENTY ETF TR025072604 | AVANTIS EMGMKT | 22,865 | $220.62 萬 | 1.10% | +1,235+5.7% | 加碼 | – |
| AMERICAN CENTY ETF TR025072703 | INTL EQT ETF | 24,665 | $220.01 萬 | 1.09% | +2,115+9.4% | 加碼 | – |
| AMERICAN CENTY ETF TR025072885 | US EQT ETF | 15,450 | $197.88 萬 | 0.98% | −100−0.6% | 減碼 | – |
| AMERICAN CENTY ETF TR025072323 | AVAN US SMAL ETF | 26,200 | $192.15 萬 | 0.95% | +325+1.3% | 加碼 | – |
| AMERICAN CENTY ETF TR025072190 | AVANTIS INTL SML | 23,860 | $179.57 萬 | 0.89% | +2,960+14.2% | 加碼 | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 5,750 | $174.29 萬 | 0.87% | 00.0% | 不變 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 2,028 | $151.45 萬 | 0.75% | +28+1.4% | 加碼 | 查看 |
| AMERICAN CENTY ETF TR025072349 | US LARGE CAP VLU | 16,150 | $147.3 萬 | 0.73% | +640+4.1% | 加碼 | – |
| AMERICAN CENTY ETF TR025072232 | AVANTIS ALL EQT | 14,226 | $140.98 萬 | 0.70% | +1,235+9.5% | 加碼 | – |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 29,806 | $132.22 萬 | 0.66% | +30.0% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 31,255 | $128.93 萬 | 0.64% | 00.0% | 不變 | – |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302 | ETF | 31,385 | $126.2 萬 | 0.63% | −105−0.3% | 減碼 | – |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 5,599 | $122.02 萬 | 0.61% | −3−0.1% | 減碼 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,710 | $117.44 萬 | 0.58% | +235+15.9% | 加碼 | – |
| AMERICAN CENTY ETF TR025072372 | EMERGING MKT VAL | 16,910 | $110.93 萬 | 0.55% | +550+3.4% | 加碼 | – |
| VANGUARD INTL EQUITY INDEX F922042676 | GLB EX US ETF | 24,150 | $108.31 萬 | 0.54% | −200−0.8% | 減碼 | – |
| VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF921946885 | ETF | 16,060 | $107.99 萬 | 0.54% | +375+2.4% | 加碼 | – |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512 | ETF | 5,275 | $104.23 萬 | 0.52% | 00.0% | 不變 | – |
| AAPLAPPLE INC COM | Stock | 3,548 | $102.66 萬 | 0.51% | +90+2.6% | 加碼 | 查看 |
| GLDSPDR GOLD SHARES | ETF | 2,755 | $101.49 萬 | 0.50% | 00.0% | 不變 | 查看 |
| MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 1,400 | $98.47 萬 | 0.49% | 00.0% | 不變 | 查看 |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 16,417 | $97.99 萬 | 0.49% | −480−2.8% | 減碼 | – |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 7,700 | $95.61 萬 | 0.47% | +5,775+300.0% | 加碼 | – |
| ARK NEXT GENERATION TECHNOLOGY ETF00214Q401 | ETF | 6,560 | $95.03 萬 | 0.47% | +3,660+126.2% | 加碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 2,455 | $91.59 萬 | 0.45% | +1,380+128.4% | 加碼 | 查看 |
| GMO ETF TRUST90139K100 | US QUALITY ETF | 20,955 | $87.21 萬 | 0.43% | −485−2.3% | 減碼 | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,721 | $86.12 萬 | 0.43% | 00.0% | 不變 | 查看 |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 11,763 | $83.81 萬 | 0.42% | +207+1.8% | 加碼 | – |
| Alphabet Class C38259P706 | COM | 2,366 | $83.58 萬 | 0.42% | 00.0% | 不變 | – |
| ISHARES TR464288273 | EAFE SML CP ETF | 9,155 | $75.32 萬 | 0.37% | 00.0% | 不變 | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 9,250 | $71.33 萬 | 0.35% | 00.0% | 不變 | – |
| AMERICAN CENTY ETF TR025072141 | AVANTIS EMERGING | 9,845 | $68.25 萬 | 0.34% | +560+6.0% | 加碼 | – |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 4,000 | $59.32 萬 | 0.29% | 00.0% | 不變 | – |
| GOOGLE INC38259P508 | COM | 1,652 | $59.04 萬 | 0.29% | +52+3.3% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V732 | EMERGING MKTS CO | 14,310 | $58.16 萬 | 0.29% | +50.0% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V575 | INTL COR FIX ETF | 10,205 | $54.69 萬 | 0.27% | −2,460−19.4% | 減碼 | – |
| METAMETA PLATFORMS INC CL A | Stock | 958 | $53.96 萬 | 0.27% | 00.0% | 不變 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 2,140 | $51 萬 | 0.25% | 00.0% | 不變 | 查看 |
| DIMENSIONAL ETF TRUST25434V872 | CORE FIXE IN ETF | 10,550 | $44.53 萬 | 0.22% | +2,810+36.3% | 加碼 | – |
| BABOEING CO COM | Stock | 1,926 | $41.69 萬 | 0.21% | 00.0% | 不變 | 查看 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407 | ETF | 8,510 | $41.21 萬 | 0.20% | −225−2.6% | 減碼 | – |
| VANGUARD REAL ESTATE ETF922908553 | ETF | 4,070 | $39.25 萬 | 0.19% | 00.0% | 不變 | – |
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 7,345 | $37.97 萬 | 0.19% | −215−2.8% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V617 | WORLD EQUITY ETF | 3,499 | $28.96 萬 | 0.14% | +2+0.1% | 加碼 | – |
| ISHARES FLEXIBLE INCOME ACTIVE ETF092528603 | ETF | 5,240 | $27.43 萬 | 0.14% | −1,565−23.0% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V864 | SHOR DUR FIX ETF | 5,590 | $26.69 萬 | 0.13% | +5+0.1% | 加碼 | – |
| VANGUARD WELLINGTON FD921935805 | US VALUE FACTR | 1,445 | $21.45 萬 | 0.11% | 00.0% | 不變 | – |
| AMGNAMGEN INC COM | Stock | 462 | $16.73 萬 | 0.08% | 00.0% | 不變 | 查看 |
| DIMENSIONAL ETF TRUST25434V757 | EMERGING MKTS HI | 3,805 | $16.27 萬 | 0.08% | +340+9.8% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 807 | $16.15 萬 | 0.08% | +367+83.4% | 加碼 | 查看 |
| NTAPNETAPP INC COM | Stock | 1,000 | $15.48 萬 | 0.08% | 00.0% | 不變 | 查看 |
| NRGNRG ENERGY INC COM NEW | Stock | 1,009 | $14.74 萬 | 0.07% | 00.0% | 不變 | 查看 |
| TSLATESLA INC COM | Stock | 290 | $12.2 萬 | 0.06% | +190+190.0% | 加碼 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 1,530 | $10.92 萬 | 0.05% | 00.0% | 不變 | 查看 |
| VVISA INC COM CL A | Stock | 300 | $10.29 萬 | 0.05% | 00.0% | 不變 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 172 | $9.99 萬 | 0.05% | +72+72.0% | 加碼 | 查看 |
| VANGUARD MALVERN FDS922020805 | STRM INFPROIDX | 1,760 | $8.84 萬 | 0.04% | +260+17.3% | 加碼 | – |
| WFCWELLS FARGO & CO COM | Stock | 900 | $7.44 萬 | 0.04% | 00.0% | 不變 | 查看 |
| AMERICAN CENTY ETF TR025072562 | AVANTIS CORE FI | 1,785 | $7.39 萬 | 0.04% | +1,775+17,750.0% | 加碼 | – |
| ABBVABBVIE INC COM | Stock | 293 | $7.36 萬 | 0.04% | 00.0% | 不變 | 查看 |
| DIMENSIONAL ETF TRUST25434V856 | INFLATION PROTE | 1,515 | $6.25 萬 | 0.03% | +115+8.2% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V765 | INTL HIGH PROFIT | 1,815 | $6.19 萬 | 0.03% | +105+6.1% | 加碼 | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 202 | $5.68 萬 | 0.03% | 00.0% | 不變 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 100 | $4.78 萬 | 0.02% | 00.0% | 不變 | 查看 |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 397 | $4.63 萬 | 0.02% | +397 | 新進 | 查看 |
| Broadcom LtdY09827109 | COM | 110 | $4.16 萬 | 0.02% | 00.0% | 不變 | – |
| CATCATERPILLAR INC COM | Stock | 37 | $3.94 萬 | 0.02% | 00.0% | 不變 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 38 | $3.55 萬 | 0.02% | 00.0% | 不變 | 查看 |
| PPLTABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | 2,500 | $3.53 萬 | 0.02% | +2,250+900.0% | 加碼 | 查看 |
| ARK INNOVATION ETF00214Q104 | ETF | 305 | $2.47 萬 | 0.01% | −5,320−94.6% | 減碼 | – |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 553 | $2.34 萬 | 0.01% | 00.0% | 不變 | 查看 |
| VANGUARD BD INDEX FDS92203C303 | VANGUARD ULTRA | 446 | $2.22 萬 | 0.01% | +8+1.8% | 加碼 | – |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/10 | 139 | $2.01 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/4/22 | 136 | $1.82 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/1/23 | 75 | $1.75 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/10/23 | 72 | $1.61 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/7/3 | 73 | $1.5 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/4/16 | 73 | $1.36 億 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/1/16 | 134 | $1.4 億 | 與 2024 年第 3 季 比較 | SEC |
| 2024 年第 3 季 | 2024/10/18 | 133 | $1.41 億 | 與 2024 年第 2 季 比較 | SEC |
| 2024 年第 2 季 | 2024/7/22 | 132 | $1.19 億 | 與 2024 年第 1 季 比較 | SEC |
| 2024 年第 1 季 | 2024/4/5 | 127 | $1.23 億 | 與 2023 年第 4 季 比較 | SEC |
| 2023 年第 4 季 | 2024/1/30 | 123 | $1.1 億 | 與 2023 年第 3 季 比較 | SEC |
| 2023 年第 3 季 | 2023/10/18 | 114 | $1.02 億 | 與 2023 年第 2 季 比較 | SEC |
| 2023 年第 2 季 | 2023/7/14 | 113 | $1.07 億 | 與 2023 年第 1 季 比較 | SEC |
| 2023 年第 1 季 | 2023/4/11 | 116 | $1.02 億 | 與 2022 年第 4 季 比較 | SEC |
| 2022 年第 4 季 | 2023/1/13 | 118 | $9,738.67 萬 | – | SEC |