Lam Group, Inc.
- SEC CIK
- 0001961944
- 最新申報
- 2026/7/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 113
- 較 2023 年第 1 季 −3
- 總值
- $1.07 億
- 較 2023 年第 1 季 +$544.7 萬 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 1 | $43 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 1 | $122 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 2 | $143 | <0.1% | 00.0% | 不變 | 歷史 |
| ARLAmerican Realty Investors Inc | COM | 10 | $218 | <0.1% | 00.0% | 不變 | 歷史 |
| Aperam SA03754H104 | COM | 8 | $249 | <0.1% | 00.0% | 不變 | – |
| GMEGameStop Corp. | Stock | 12 | $291 | <0.1% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 40 | $531 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 59 | $589 | <0.1% | 00.0% | 不變 | 歷史 |
| TPRTapestry, Inc. | COM | 20 | $856 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 40 | $1,062 | <0.1% | +5+14.3% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 45 | $1,143 | <0.1% | +5+12.5% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 18 | $1,201 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 65 | $1,543 | <0.1% | +10+18.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5 | $1,553 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 65 | $1,689 | <0.1% | 00.0% | 不變 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 130 | $1,769 | <0.1% | +5+4.0% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 35 | $1,867 | <0.1% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 30 | $1,938 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 42 | $2,173 | <0.1% | 00.0% | 不變 | 歷史 |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 55 | $2,349 | <0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 86 | $2,467 | <0.1% | 00.0% | 不變 | 歷史 |
| VSTOVista Outdoor Inc. | COM | 100 | $2,767 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 70 | $3,194 | <0.1% | −5−6.7% | 減碼 | – |
| HSYHershey Co | COM | 13 | $3,246 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 100 | $3,344 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 20 | $5,968 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 34 | $6,095 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 145 | $6,648 | <0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | COM | 8 | $6,939 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 30 | $7,382 | <0.1% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 185 | $7,502 | <0.1% | +10+5.7% | 加碼 | – |
| XYZBlock, Inc. | CL A | 116 | $7,722 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 50 | $7,859 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 100 | $8,928 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 150 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 535 | $1.31 萬 | <0.1% | +250+87.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 32 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 30 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 486 | $1.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 680 | $1.82 萬 | <0.1% | +5+0.7% | 加碼 | – |
| RYNRayonier Inc | COM | 585 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 325 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 525 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 540 | $2.51 萬 | <0.1% | −30−5.3% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 202 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 101 | $2.90 萬 | <0.1% | −700−87.4% | 減碼 | 歷史 |
| CABOCable One, Inc. | COM | 50 | $3.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 900 | $3.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 2,565 | $6.26 萬 | 0.1% | −194,130−98.7% | 減碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 2,765 | $7.85 萬 | 0.1% | +2,765 | 新進 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 2,160 | $8.92 萬 | 0.1% | −35−1.6% | 減碼 | – |
| AMGNAmgen Inc | Stock | 425 | $9.44 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Google Inc38259P508 | COM | 800 | $9.58 萬 | 0.1% | −800−50.0% | 減碼 | – |
| Alphabet Class C38259P706 | COM | 800 | $9.68 萬 | 0.1% | −800−50.0% | 減碼 | – |
| American Centy ETF Tr025072240 | AVANTIS INFLATIN | 2,520 | $13.8 萬 | 0.1% | +515+25.7% | 加碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 3,345 | $14.6 萬 | 0.1% | +180+5.7% | 加碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 3,637 | $21.8 萬 | 0.2% | +283+8.4% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 5,800 | $26.9 萬 | 0.3% | +755+15.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 799 | $27.2 萬 | 0.3% | −100−11.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,100 | $27.4 萬 | 0.3% | −2,000−48.8% | 減碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 4,775 | $27.5 萬 | 0.3% | +1,170+32.5% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,430 | $28.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,811 | $36.1 萬 | 0.3% | −391−4.8% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 12,080 | $37.4 萬 | 0.3% | −155−1.3% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 14,250 | $38.9 萬 | 0.4% | +1,260+9.7% | 加碼 | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 3,945 | $39.3 萬 | 0.4% | +70+1.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $39.9 萬 | 0.4% | 00.0% | 不變 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 10,650 | $40.6 萬 | 0.4% | +10,650 | 新進 | 歷史 |
| iShares Inc464286517 | JP MORGAN EM ETF | 12,425 | $46.0 萬 | 0.4% | +8,685+232.2% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 9,135 | $49.2 萬 | 0.5% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 2,836 | $50.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,925 | $53.0 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 8,765 | $54.6 萬 | 0.5% | +310+3.7% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,755 | $57.5 萬 | 0.5% | −5−0.1% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 25,425 | $59.6 萬 | 0.6% | +875+3.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,475 | $60.1 萬 | 0.6% | −75−4.8% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 8,030 | $60.4 萬 | 0.6% | −5−0.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,873 | $63.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,870 | $64.6 萬 | 0.6% | −10−0.1% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 13,300 | $65.0 萬 | 0.6% | +6,675+100.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $67.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 14,060 | $68.4 萬 | 0.6% | −595−4.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,655 | $70.9 萬 | 0.7% | −250−6.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $73.0 萬 | 0.7% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,150 | $95.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 12,435 | $96.5 萬 | 0.9% | +1,045+9.2% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 37,865 | $102.8 萬 | 1.0% | −54−0.1% | 減碼 | – |
| BABoeing Co | Stock | 4,999 | $105.6 萬 | 1.0% | −500−9.1% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,805 | $110.9 萬 | 1.0% | −990−11.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,885 | $117.0 萬 | 1.1% | −170−2.8% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 24,495 | $140.6 萬 | 1.3% | −365−1.5% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 33,041 | $153.3 萬 | 1.4% | +64+0.2% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 67,881 | $158.2 萬 | 1.5% | −50.0% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,101 | $181.3 萬 | 1.7% | +50+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 75,840 | $184.8 萬 | 1.7% | −1,630−2.1% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 42,754 | $205.9 萬 | 1.9% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 44,088 | $209.1 萬 | 1.9% | −2,433−5.2% | 減碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 96,080 | $219.3 萬 | 2.0% | +2,680+2.9% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 98,085 | $252.1 萬 | 2.3% | −3,460−3.4% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 57,015 | $281.0 萬 | 2.6% | −250−0.4% | 減碼 | – |
2023 年第 1 季之後清倉（5 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。