Lam Group, Inc.
- SEC CIK
- 0001961944
- 最新申報
- 2026/7/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/3 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 73
- 較 2025 年第 1 季 0
- 總值
- $1.50 億
- 較 2025 年第 1 季 +$1,369 萬 (+10.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 44,410 | $855.8 萬 | 5.7% | +1,365+3.2% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 129,885 | $851.0 萬 | 5.7% | +22,425+20.9% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 120,847 | $812.3 萬 | 5.4% | −800−0.7% | 減碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 228,190 | $743.7 萬 | 5.0% | +94,260+70.4% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 108,064 | $688.5 萬 | 4.6% | −4,141−3.7% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 188,300 | $619.7 萬 | 4.1% | −3,240−1.7% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 130,267 | $550.8 萬 | 3.7% | +150.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 25,195 | $491.3 萬 | 3.3% | −275−1.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,907 | $483.5 萬 | 3.2% | −300−1.9% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 35,479 | $476.8 萬 | 3.2% | −10.0% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 108,418 | $464.4 萬 | 3.1% | −2,075−1.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,475 | $412.4 萬 | 2.8% | 00.0% | 不變 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 89,120 | $393.6 萬 | 2.6% | −16,095−15.3% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 145,515 | $390.4 萬 | 2.6% | −35,260−19.5% | 減碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 126,495 | $377.5 萬 | 2.5% | −875−0.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 5,218 | $346.1 萬 | 2.3% | −316−5.7% | 減碼 | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 84,995 | $343.3 萬 | 2.3% | +30,370+55.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 53,565 | $321.6 萬 | 2.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 104,865 | $308.6 萬 | 2.1% | +2,080+2.0% | 加碼 | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 130,800 | $300.3 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 39,042 | $261.7 萬 | 1.7% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 84,585 | $253.7 萬 | 1.7% | +500+0.6% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 26,650 | $242.8 萬 | 1.6% | +6,510+32.3% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 66,529 | $195.4 萬 | 1.3% | −100.0% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 30,674 | $165.5 萬 | 1.1% | +10.0% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 21,270 | $157.4 萬 | 1.1% | +365+1.7% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 40,080 | $138.6 萬 | 0.9% | −975−2.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,705 | $135.2 萬 | 0.9% | 00.0% | 不變 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 20,100 | $125.1 萬 | 0.8% | +1,470+7.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,000 | $123.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 33,891 | $121.5 萬 | 0.8% | +60.0% | 加碼 | – |
| BABoeing Co | Stock | 5,499 | $115.2 萬 | 0.8% | −10.0% | 減碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 17,460 | $114.1 萬 | 0.8% | −12,300−41.3% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 24,515 | $113.1 萬 | 0.8% | −3,550−12.6% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 11,160 | $112.5 萬 | 0.8% | +680+6.5% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 35,405 | $102.5 萬 | 0.7% | 00.0% | 不變 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,805 | $101.5 萬 | 0.7% | +3,080+26.3% | 加碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 19,010 | $101.4 萬 | 0.7% | −22,115−53.8% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 18,910 | $93.6 萬 | 0.6% | −8,255−30.4% | 減碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 11,751 | $91.0 萬 | 0.6% | +696+6.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,853 | $90.0 萬 | 0.6% | −3−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,005 | $88.5 萬 | 0.6% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 2,890 | $88.1 萬 | 0.6% | +110+4.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $86.8 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,475 | $83.8 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,925 | $81.7 萬 | 0.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 10,255 | $81.3 萬 | 0.5% | +1,325+14.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $79.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,005 | $74.2 萬 | 0.5% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 3,458 | $70.9 萬 | 0.5% | −27−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 958 | $70.7 萬 | 0.5% | +122+14.6% | 加碼 | 歷史 |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 20,605 | $70.6 萬 | 0.5% | −440−2.1% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,155 | $66.5 萬 | 0.4% | 00.0% | 不變 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 9,615 | $65.6 萬 | 0.4% | +2,155+28.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,250 | $57.4 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 12,900 | $54.6 萬 | 0.4% | +770+6.3% | 加碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 10,045 | $53.8 萬 | 0.4% | +3,085+44.3% | 加碼 | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 10,100 | $52.1 萬 | 0.3% | +510+5.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,140 | $46.9 萬 | 0.3% | −14−0.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 912 | $45.4 萬 | 0.3% | −13−1.4% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,882 | $44.9 萬 | 0.3% | +9+0.1% | 加碼 | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 7,445 | $44.9 萬 | 0.3% | −100−1.3% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 15,030 | $44.6 萬 | 0.3% | −575−3.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $43.7 萬 | 0.3% | 00.0% | 不變 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,690 | $39.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,260 | $37.9 萬 | 0.3% | −40−0.9% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 7,855 | $37.7 萬 | 0.3% | −20−0.3% | 減碼 | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 5,645 | $35.1 萬 | 0.2% | +295+5.5% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 7,485 | $31.6 萬 | 0.2% | −915−10.9% | 減碼 | – |
| Google Inc38259P508 | COM | 1,600 | $28.2 萬 | 0.2% | −10−0.6% | 減碼 | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 2,000 | $23.7 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 3,492 | $23.4 萬 | 0.2% | +8+0.2% | 加碼 | – |
| NFLXNetflix Inc | Stock | 150 | $20.1 萬 | 0.1% | +150 | 新進 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,622 | $23.1 萬 | 0.2% | – |