Lam Group, Inc.
- SEC CIK
- 0001961944
- 最新申報
- 2026/7/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/5 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 127
- 較 2023 年第 4 季 +4
- 總值
- $1.23 億
- 較 2023 年第 4 季 +$1,280 萬 (+11.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 1 | $77 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 1 | $107 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 2 | $136 | <0.1% | 00.0% | 不變 | 歷史 |
| GMEGameStop Corp. | Stock | 12 | $150 | <0.1% | 00.0% | 不變 | 歷史 |
| ARLAmerican Realty Investors Inc | COM | 10 | $179 | <0.1% | 00.0% | 不變 | 歷史 |
| Aperam SA03754H104 | COM | 8 | $251 | <0.1% | 00.0% | 不變 | – |
| VTRSViatris Inc | Stock | 59 | $704 | <0.1% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 40 | $870 | <0.1% | 00.0% | 不變 | 歷史 |
| TPRTapestry, Inc. | COM | 20 | $950 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 5 | $1,918 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 45 | $2,083 | <0.1% | −5−10.0% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 42 | $2,096 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 30 | $2,315 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R403 | BROAD US TIPS | 45 | $2,400 | <0.1% | −15−25.0% | 減碼 | – |
| HSYHershey Co | COM | 13 | $2,529 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 100 | $2,700 | <0.1% | −55−35.5% | 減碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 195 | $2,705 | <0.1% | 00.0% | 不變 | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 55 | $2,895 | <0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 86 | $3,261 | <0.1% | 00.0% | 不變 | 歷史 |
| VSTOVista Outdoor Inc. | COM | 100 | $3,278 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 65 | $3,403 | <0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 80 | $3,840 | <0.1% | +20+33.3% | 加碼 | – |
| INTCIntel Corp | Stock | 100 | $4,417 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 34 | $5,053 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 210 | $5,536 | <0.1% | −25−10.6% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 20 | $5,639 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKURoku, Inc | COM CL A | 100 | $6,517 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 150 | $9,026 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| XYZBlock, Inc. | CL A | 116 | $9,811 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 150 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | COM | 8 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 30 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 100 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 483 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 100 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 100 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 620 | $1.86 萬 | <0.1% | +575+1,277.8% | 加碼 | – |
| RYNRayonier Inc | COM | 585 | $1.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 405 | $2.01 萬 | <0.1% | +2+0.5% | 加碼 | – |
| CABOCable One, Inc. | COM | 50 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 30 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 525 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 325 | $2.71 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 890 | $2.81 萬 | <0.1% | +5+0.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 32 | $2.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 40 | $3.33 萬 | <0.1% | +40 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 202 | $3.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072240 | AVANTIS INFLATIN | 775 | $4.90 萬 | <0.1% | −2,050−72.6% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 900 | $5.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 2,645 | $6.56 萬 | 0.1% | +2,080+368.1% | 加碼 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 2,795 | $8.30 萬 | 0.1% | +2,795 | 新進 | – |
| VVisa Inc. | Stock | 300 | $8.37 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 150 | $9.11 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 3,800 | $10.2 萬 | 0.1% | +2,735+256.8% | 加碼 | – |
| AMGNAmgen Inc | Stock | 425 | $12.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Alphabet Class C38259P706 | COM | 800 | $12.2 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 2,420 | $12.2 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 2,071 | $12.2 萬 | 0.1% | +1,725+498.6% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 2,280 | $14.7 萬 | 0.1% | +1,245+120.3% | 加碼 | – |
| Google Inc38259P508 | COM | 1,600 | $24.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 2,235 | $26.7 萬 | 0.2% | −505−18.4% | 減碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 4,688 | $32.7 萬 | 0.3% | +886+23.3% | 加碼 | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 6,370 | $33.7 萬 | 0.3% | +2,270+55.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 768 | $37.3 萬 | 0.3% | −33−4.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 899 | $37.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,100 | $37.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,854 | $39.4 萬 | 0.3% | +4+0.1% | 加碼 | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 7,460 | $39.7 萬 | 0.3% | +5,015+205.1% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 10,130 | $41.8 萬 | 0.3% | +10+0.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,030 | $43.5 萬 | 0.4% | +1,900+60.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $44.2 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 9,515 | $44.8 萬 | 0.4% | −5−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 12,445 | $45.5 萬 | 0.4% | −50.0% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 11,990 | $50.3 萬 | 0.4% | +11,305+1,650.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,250 | $56.2 萬 | 0.5% | +9,250 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 2,741 | $56.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 12,265 | $58.1 萬 | 0.5% | +7,420+153.1% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,350 | $59.2 萬 | 0.5% | −5−0.1% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 12,835 | $61.5 萬 | 0.5% | −5,074−28.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,596 | $61.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 9,935 | $63.4 萬 | 0.5% | +1,995+25.1% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,255 | $64.2 萬 | 0.5% | +3,540+20.0% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 9,820 | $64.7 萬 | 0.5% | +3,900+65.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,925 | $64.9 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,855 | $66.2 萬 | 0.5% | −50.0% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 28,100 | $69.5 萬 | 0.6% | +50.0% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 8,025 | $71.8 萬 | 0.6% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $77.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,873 | $78.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $82.2 萬 | 0.7% | 00.0% | 不變 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,750 | $85.5 萬 | 0.7% | +5,110+53.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,870 | $89.9 萬 | 0.7% | +395+26.8% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 18,840 | $92.7 萬 | 0.8% | +3,040+19.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,870 | $95.6 萬 | 0.8% | −45−0.8% | 減碼 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 19,155 | $103.6 萬 | 0.8% | +4,350+29.4% | 加碼 | – |
| BABoeing Co | Stock | 5,499 | $106.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 33,875 | $108.2 萬 | 0.9% | +20.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,150 | $112.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 23,165 | $122.8 萬 | 1.0% | +22,410+2,968.2% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 19,580 | $124.8 萬 | 1.0% | +490+2.6% | 加碼 | – |