Lam Group, Inc.
- SEC CIK
- 0001961944
- 最新申報
- 2026/7/10
2024 年第 4 季持倉
持倉截至 2024/12/31,2025/1/16 申報。只含多頭部位,變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 134
- 較 2024 年第 3 季 +1
- 總值
- $1.40 億
- 較 2024 年第 3 季 −$104.7 萬 (−0.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Link Motion Inc American DE53577L105 | COM | 200 | $0 | 0.0% | 00.0% | 不變 | – |
| MRNAModerna, Inc. | Stock | 1 | $42 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1 | $60 | <0.1% | 00.0% | 不變 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 9 | $82 | <0.1% | 00.0% | 不變 | 歷史 |
| PLUGPlug Power Inc | Stock | 40 | $85 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 2 | $131 | <0.1% | 00.0% | 不變 | 歷史 |
| ARLAmerican Realty Investors Inc | COM | 10 | $147 | <0.1% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 3 | $245 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4 | $339 | <0.1% | 00.0% | 不變 | 歷史 |
| GMEGameStop Corp. | Stock | 12 | $376 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 40 | $532 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7 | $597 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 59 | $735 | <0.1% | 00.0% | 不變 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 25 | $963 | <0.1% | 00.0% | 不變 | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 20 | $1,293 | <0.1% | 00.0% | 不變 | – |
| KDKyndryl Holdings, Inc. | Stock | 40 | $1,384 | <0.1% | 00.0% | 不變 | 歷史 |
| GEARRevelyst, Inc. | COM SHS | 100 | $1,923 | <0.1% | +100 | 新進 | 歷史 |
| HSYHershey Co | COM | 13 | $2,202 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A417 | BRC HGH YLD BD | 25 | $2,387 | <0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 42 | $2,486 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 125 | $2,506 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 220 | $2,858 | <0.1% | +10+4.8% | 加碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 115 | $2,911 | <0.1% | +5+4.5% | 加碼 | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 55 | $3,189 | <0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 75 | $3,461 | <0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 86 | $3,780 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 34 | $4,287 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 12 | $4,668 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 190 | $4,814 | <0.1% | +10+5.6% | 加碼 | – |
| SHOPShopify Inc. | Stock | 50 | $5,317 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKURoku, Inc | COM CL A | 100 | $7,434 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 27 | $7,827 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 186 | $9,838 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 100 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 265 | $1.28 萬 | <0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 483 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 157 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 37 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RYNRayonier Inc | COM | 585 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 183 | $1.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CABOCable One, Inc. | COM | 50 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 610 | $1.83 萬 | <0.1% | −10−1.6% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 100 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 403 | $2.00 萬 | <0.1% | +5+1.3% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 553 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | COM | 110 | $2.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 38 | $3.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 1,550 | $3.91 萬 | <0.1% | −2,275−59.5% | 減碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,195 | $4.04 萬 | <0.1% | +55+4.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 100 | $4.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 202 | $4.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 440 | $5.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 900 | $6.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 3,825 | $9.46 萬 | 0.1% | +1,170+44.1% | 加碼 | – |
| VVisa Inc. | Stock | 300 | $9.48 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 462 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 150 | $13.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Alphabet Class C38259P706 | COM | 800 | $15.2 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 3,130 | $15.8 萬 | 0.1% | +1,050+50.5% | 加碼 | – |
| American Centy ETF Tr025072240 | AVANTIS INFLATIN | 3,035 | $18.3 萬 | 0.1% | +1,385+83.9% | 加碼 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 3,608 | $22.5 萬 | 0.2% | +67+1.9% | 加碼 | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 2,000 | $23.7 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 6,185 | $25.0 萬 | 0.2% | −1,050−14.5% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 6,080 | $25.1 萬 | 0.2% | +1,070+21.4% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,517 | $26.7 萬 | 0.2% | −1,286−18.9% | 減碼 | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 5,800 | $30.1 萬 | 0.2% | −10,520−64.5% | 減碼 | – |
| Google Inc38259P508 | COM | 1,600 | $30.3 萬 | 0.2% | 00.0% | 不變 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 3,040 | $32.8 萬 | 0.2% | +2,715+835.4% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 7,875 | $36.9 萬 | 0.3% | +45+0.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,862 | $37.6 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 913 | $38.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 15,000 | $39.3 萬 | 0.3% | +15,000 | 新進 | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 7,945 | $42.3 萬 | 0.3% | −1,740−18.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $46.1 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,140 | $46.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 7,455 | $49.8 萬 | 0.4% | +1,245+20.0% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 12,540 | $50.8 萬 | 0.4% | +25+0.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 900 | $52.7 萬 | 0.4% | +125+16.1% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,030 | $53.7 萬 | 0.4% | +175+3.0% | 加碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 12,015 | $55.5 萬 | 0.4% | −5,240−30.4% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,155 | $55.6 萬 | 0.4% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 8,680 | $56.5 萬 | 0.4% | −6,895−44.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,250 | $57.6 萬 | 0.4% | 00.0% | 不變 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 20,495 | $65.5 萬 | 0.5% | −1,365−6.2% | 減碼 | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 12,085 | $65.7 萬 | 0.5% | +3,250+36.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,780 | $67.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,355 | $67.6 萬 | 0.5% | −50.0% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,925 | $77.3 萬 | 0.6% | 00.0% | 不變 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 13,325 | $78.3 萬 | 0.6% | −7,100−34.8% | 減碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 10,850 | $78.5 萬 | 0.6% | +1,685+18.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $79.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,853 | $84.0 萬 | 0.6% | −20−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $85.3 萬 | 0.6% | 00.0% | 不變 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 31,425 | $89.1 萬 | 0.6% | −68,285−68.5% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 35,155 | $89.2 萬 | 0.6% | +7,105+25.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,459 | $91.5 萬 | 0.7% | −195−5.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 18,675 | $96.9 萬 | 0.7% | −8,465−31.2% | 減碼 | – |
| BABoeing Co | Stock | 5,499 | $97.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,815 | $98.4 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,870 | $100.8 萬 | 0.7% | 00.0% | 不變 | – |
2024 年第 3 季之後清倉(1 檔)
2024 年第 3 季季末還持有、這份申報已經沒有的部位。