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Lam Group, Inc.

SEC CIK
0001961944
最新申報
2026/7/10

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/10/18 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
133
較 2024 年第 2 季 +1
總值
$1.41 億
較 2024 年第 2 季 +$2,264 萬 (+19.1%)
申報日
2024/10/18
SEC
Lam Group, Inc. 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Link Motion Inc American DE53577L105COM200$00.0%+200新進–
MRNAModerna, Inc.Stock1$67<0.1%00.0%不變歷史
UBERUber Technologies, IncStock1$75<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM9$83<0.1%00.0%不變歷史
PLUGPlug Power IncStock40$90<0.1%00.0%不變歷史
AZNAstraZeneca PLCSPONSORED ADR2$156<0.1%00.0%不變歷史
ARLAmerican Realty Investors IncCOM10$175<0.1%00.0%不變歷史
ZMZoom Communications, Inc.Stock3$209<0.1%00.0%不變歷史
GMEGameStop Corp.Stock12$275<0.1%00.0%不變歷史
BABAAlibaba Group Holding LtdADR4$424<0.1%00.0%不變歷史
RIVNRivian Automotive, Inc.Stock40$449<0.1%00.0%不變歷史
PYPLPayPal Holdings, Inc.Stock7$546<0.1%00.0%不變歷史
VTRSViatris IncStock59$685<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock40$919<0.1%00.0%不變歷史
YETIYETI Holdings, Inc.COM25$1,026<0.1%00.0%不變歷史
Amplify ETF Tr032108102ONLIN RETL ETF20$1,220<0.1%00.0%不變–
CSCOCisco Systems, Inc.Stock42$2,235<0.1%00.0%不變歷史
SPDR Series Trust78464A417BRC HGH YLD BD25$2,445<0.1%+25新進–
HSYHershey CoCOM13$2,493<0.1%00.0%不變歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD210$2,820<0.1%+15+7.7%加碼–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF110$2,850<0.1%+10+10.0%加碼–
ETF Managers Tr26924G409PRIME MOBILE PAY55$2,875<0.1%00.0%不變–
INTCIntel CorpStock125$2,933<0.1%00.0%不變歷史
BACBank of America CorpStock86$3,412<0.1%00.0%不變歷史
American Centy ETF Tr025072687AVANTIS SHFXDINC75$3,535<0.1%+35+87.5%加碼–
VSTOVista Outdoor Inc.COM100$3,918<0.1%00.0%不變歷史
SHOPShopify Inc.Stock50$4,007<0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock34$4,636<0.1%00.0%不變歷史
HDHome Depot, Inc.Stock12$4,862<0.1%00.0%不變歷史
SPDR Series Trust78464A334SST SPDR BLOOMBE180$4,957<0.1%−25−12.2%減碼–
ROKURoku, IncCOM CL A100$7,466<0.1%00.0%不變歷史
MCDMcDonalds CorpStock27$8,222<0.1%00.0%不變歷史
DISWalt Disney CoStock100$9,619<0.1%00.0%不變歷史
ETSYEtsy IncCOM186$1.03 萬<0.1%00.0%不變歷史
XYZBlock, Inc.CL A157$1.05 萬<0.1%00.0%不變歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF265$1.31 萬<0.1%+145+120.8%加碼–
PFEPfizer IncStock483$1.40 萬<0.1%00.0%不變歷史
CATCaterpillar IncStock37$1.45 萬<0.1%00.0%不變歷史
WMTWalmart Inc.Stock183$1.48 萬<0.1%00.0%不變歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR100$1.74 萬<0.1%00.0%不變歷史
CABOCable One, Inc.COM50$1.75 萬<0.1%00.0%不變歷史
RYNRayonier IncCOM585$1.88 萬<0.1%00.0%不變歷史
AVGOBroadcom Inc.COM110$1.90 萬<0.1%00.0%不變依 10 比 1 拆股換算歷史
Dimensional ETF Trust25434V666US LARG VALU ETF620$1.91 萬<0.1%00.0%不變–
Vanguard BD Index FDS92203C303VANGUARD ULTRA398$1.99 萬<0.1%−10−2.5%減碼–
VZVerizon Communications IncStock553$2.48 萬<0.1%00.0%不變歷史
TSLATesla, Inc.Stock100$2.62 萬<0.1%00.0%不變歷史
ARK Next Generation Technology ETF00214Q401ETF325$2.77 萬<0.1%00.0%不變–
COSTCostco Wholesale CorpStock38$3.37 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF1,140$3.88 萬<0.1%00.0%不變–
IBMInternational Business Machines CorpStock202$4.47 萬<0.1%00.0%不變歷史
WFCWells Fargo & CompanyStock900$5.08 萬<0.1%00.0%不變歷史
NVDANVIDIA CorpStock440$5.34 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V757EMERGING MKTS HI2,655$7.13 萬0.1%+10+0.4%加碼–
VVisa Inc.Stock300$8.25 萬0.1%00.0%不變歷史
Dimensional Ultrashort Fixed Income ETF25434V591ETF2,080$10.6 萬0.1%−450−17.8%減碼–
Dimensional ETF Trust25434V765INTL HIGH PROFIT3,825$10.6 萬0.1%+5+0.1%加碼–
American Centy ETF Tr025072240AVANTIS INFLATIN1,650$10.6 萬0.1%−535−24.5%減碼–
NFLXNetflix IncStock150$10.6 萬0.1%00.0%不變歷史
Alphabet Class C38259P706COM800$13.4 萬0.1%00.0%不變–
AMGNAmgen IncStock462$14.9 萬0.1%00.0%不變歷史
Dimensional ETF Trust25434V872CORE FIXE IN ETF5,010$21.6 萬0.2%+465+10.2%加碼–
Dimensional ETF Trust25434V617WORLD EQUITY ETF3,541$22.5 萬0.2%+1,436+68.2%加碼–
Vanguard Wellington FD921935805US VALUE FACTR2,000$24.1 萬0.2%−230−10.3%減碼–
Google Inc38259P508COM1,600$26.5 萬0.2%00.0%不變–
Dimensional ETF Trust25434V856INFLATION PROTE7,235$30.6 萬0.2%+2,625+56.9%加碼–
Vanguard Malvern FDS922020805STRM INFPROIDX6,803$33.5 萬0.2%−1,338−16.4%減碼–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF7,830$37.4 萬0.3%−1,705−17.9%減碼–
MSFTMicrosoft CorpStock913$39.3 萬0.3%00.0%不變歷史
AMZNAmazon Com IncStock2,140$39.9 萬0.3%00.0%不變歷史
American Centy ETF Tr025072349US LARGE CAP VLU6,210$40.9 萬0.3%+3,930+172.4%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF7,862$41.5 萬0.3%−292−3.6%減碼–
METAMeta Platforms, Inc.Stock775$44.4 萬0.3%00.0%不變歷史
iShares Core S&P Small Cap ETF464287804ETF4,000$46.8 萬0.3%00.0%不變–
American Centy ETF Tr025072323AVAN US SMAL ETF8,835$47.7 萬0.3%+8,770+13,492.3%加碼–
Dimensional ETF Trust25434V104US CORE EQT MKT12,515$49.7 萬0.4%+110+0.9%加碼–
American Centy ETF Tr025072141AVANTIS EMERGING9,685$57.0 萬0.4%+2,615+37.0%加碼–
Vanguard Real Estate ETF922908553ETF5,855$57.0 萬0.4%+40+0.7%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF9,250$57.6 萬0.4%00.0%不變–
iShares Tr464288273EAFE SML CP ETF9,155$62.0 萬0.4%−190−2.0%減碼–
GLDSPDR Gold TrustETF2,780$67.6 萬0.5%+19+0.7%加碼歷史
American Centy ETF Tr025072232AVANTIS ALL EQT9,165$67.7 萬0.5%+3,868+73.0%加碼–
Dimensional ETF Trust25434V203INTL CORE EQT MK21,855$69.5 萬0.5%+410+1.9%加碼–
Gmo ETF Trust90139K100US QUALITY ETF21,860$71.3 萬0.5%+8,215+60.2%加碼–
iShares Russell 1000 Growth ETF464287614ETF1,925$72.3 萬0.5%00.0%不變–
Vanguard Ftse Emerging Markets ETF922042858ETF15,360$73.5 萬0.5%−10−0.1%減碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF28,050$76.9 萬0.5%−40−0.1%減碼–
MDYSPDR S&P Midcap 400 ETF TrustETF1,400$79.8 萬0.6%00.0%不變歷史
BABoeing CoStock5,499$83.6 萬0.6%00.0%不變歷史
AAPLApple Inc.Stock3,654$85.1 萬0.6%+10.0%加碼歷史
BRK.BBerkshire Hathaway IncStock1,873$86.2 萬0.6%00.0%不變歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF5,275$88.4 萬0.6%00.0%不變–
American Centy ETF Tr025072372EMERGING MKT VAL17,255$90.0 萬0.6%+6,100+54.7%加碼–
American Centy ETF Tr025072190AVANTIS INTL SML16,320$92.0 萬0.7%+10,210+167.1%加碼–
American Centy ETF Tr025072885US EQT ETF9,680$92.1 萬0.7%+1,655+20.6%加碼–
Vanguard Total International Bond ETF92203J407ETF19,210$96.6 萬0.7%+2,555+15.3%加碼–
Vanguard S&P 500 ETF922908363ETF1,870$98.7 萬0.7%00.0%不變–
Vanguard Morningstar Value ETF922908744ETF5,815$101.5 萬0.7%−50−0.9%減碼–
American Centy ETF Tr025072802INTL SMCP VLU15,575$110.1 萬0.8%+5,955+61.9%加碼–
SPYSPDR S&P 500 ETF TrustETF2,000$114.8 萬0.8%00.0%不變歷史

2024 年第 2 季之後清倉(2 檔)

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

Lam Group, Inc. 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
GLDMWorld Gold TrustSPDR GLD MINIS41,220$190.0 萬1.6%歷史
PIMCO ETF Tr72201R403BROAD US TIPS15$788<0.1%–