Lam Group, Inc.
- SEC CIK
- 0001961944
- 最新申報
- 2026/7/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/22 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 136
- 較 2025 年第 4 季 +61
- 總值
- $1.82 億
- 較 2025 年第 4 季 +$722.3 萬 (+4.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLDMWorld Gold Trust | SPDR GLD MINIS | 139,375 | $1,292 萬 | 7.1% | +430+0.3% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 42,935 | $883.6 萬 | 4.9% | −475−1.1% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 114,192 | $857.6 萬 | 4.7% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 101,270 | $720.3 萬 | 4.0% | −628−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 177,950 | $701.8 萬 | 3.9% | −3,700−2.0% | 減碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 215,900 | $671.0 萬 | 3.7% | −110,456−33.8% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 129,431 | $627.2 萬 | 3.4% | −954−0.7% | 減碼 | – |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 219,600 | $591.2 萬 | 3.2% | +171,575+357.3% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 132,335 | $582.5 萬 | 3.2% | +28,965+28.0% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 106,938 | $564.4 萬 | 3.1% | +530+0.5% | 加碼 | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 133,280 | $543.8 萬 | 3.0% | +11,110+9.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,520 | $532.7 萬 | 2.9% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 35,500 | $517.6 萬 | 2.8% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,891 | $509.8 萬 | 2.8% | +634+4.2% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 188,110 | $500.0 萬 | 2.7% | −14,350−7.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,475 | $431.4 萬 | 2.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 114,235 | $384.6 萬 | 2.1% | −4,550−3.8% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 34,225 | $378.1 萬 | 2.1% | +1,650+5.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 53,215 | $371.2 萬 | 2.0% | −350−0.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,983 | $347.7 萬 | 1.9% | −25−0.5% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 97,995 | $343.4 萬 | 1.9% | −995−1.0% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 82,260 | $294.3 萬 | 1.6% | +250.0% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 39,042 | $276.8 萬 | 1.5% | 00.0% | 不變 | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 130,800 | $256.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 30,790 | $230.4 萬 | 1.3% | −335−1.1% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 63,131 | $214.5 萬 | 1.2% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 20,780 | $207.5 萬 | 1.1% | +4,175+25.1% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 31,596 | $197.3 萬 | 1.1% | +1,861+6.3% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 22,550 | $191.3 萬 | 1.1% | −1,155−4.9% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 21,630 | $174.3 萬 | 1.0% | −380−1.7% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 15,550 | $172.9 萬 | 1.0% | +2,295+17.3% | 加碼 | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 25,875 | $161.2 萬 | 0.9% | +6,540+33.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,750 | $150.6 萬 | 0.8% | 00.0% | 不變 | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 20,900 | $150.2 萬 | 0.8% | +5,925+39.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,000 | $130.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 15,510 | $125.0 萬 | 0.7% | +3,215+26.1% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 31,255 | $121.8 萬 | 0.7% | −1,625−4.9% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 2,755 | $118.5 萬 | 0.7% | −70−2.5% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 29,803 | $115.8 萬 | 0.6% | +30.0% | 加碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 12,991 | $114.3 萬 | 0.6% | +524+4.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,602 | $109.9 萬 | 0.6% | +1,327+31.0% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 24,350 | $108.2 萬 | 0.6% | +90+0.4% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 31,490 | $106.6 萬 | 0.6% | −100.0% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 15,685 | $103.0 萬 | 0.6% | −1,040−6.2% | 減碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 16,360 | $98.1 萬 | 0.5% | +2,800+20.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $97.2 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,897 | $91.3 萬 | 0.5% | +1,892+12.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,475 | $88.1 萬 | 0.5% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 3,458 | $87.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $86.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,721 | $82.5 萬 | 0.5% | −50−2.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,925 | $82.1 萬 | 0.5% | 00.0% | 不變 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 21,440 | $77.6 萬 | 0.4% | −1,490−6.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,556 | $74.1 萬 | 0.4% | +3,843+49.8% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,155 | $71.8 萬 | 0.4% | 00.0% | 不變 | – |
| Alphabet Class C38259P706 | COM | 2,366 | $67.9 萬 | 0.4% | +1,566+195.8% | 加碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 12,665 | $66.4 萬 | 0.4% | −1,465−10.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,250 | $62.5 萬 | 0.3% | 00.0% | 不變 | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 9,285 | $58.9 萬 | 0.3% | +445+5.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 958 | $54.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $49.7 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 14,305 | $49.4 萬 | 0.3% | +50.0% | 加碼 | – |
| Google Inc38259P508 | COM | 1,600 | $46.0 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,140 | $44.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,735 | $42.0 萬 | 0.2% | −1,910−17.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,075 | $39.8 萬 | 0.2% | +163+17.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,926 | $38.3 萬 | 0.2% | −3,573−65.0% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 5,625 | $38.0 萬 | 0.2% | +5,625 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,070 | $36.1 萬 | 0.2% | −210−4.9% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 6,805 | $35.3 萬 | 0.2% | +1,575+30.1% | 加碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,900 | $35.0 萬 | 0.2% | −200−6.5% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 7,560 | $34.1 萬 | 0.2% | +5+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 7,740 | $32.7 萬 | 0.2% | −815−9.5% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 5,585 | $26.7 萬 | 0.1% | +10+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 3,497 | $25.8 萬 | 0.1% | +10.0% | 加碼 | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 1,445 | $19.5 萬 | 0.1% | +1,445 | 新進 | – |
| AMGNAmgen Inc | Stock | 462 | $16.3 萬 | 0.1% | +462 | 新進 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 1,009 | $14.7 萬 | 0.1% | +1,009 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 1,530 | $14.7 萬 | 0.1% | +1,530 | 新進 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 3,465 | $11.7 萬 | 0.1% | +3,465 | 新進 | – |
| NTAPNetApp, Inc. | Stock | 1,000 | $10.2 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| VVisa Inc. | Stock | 300 | $9.07 萬 | <0.1% | +300 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 440 | $7.67 萬 | <0.1% | +440 | 新進 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1,500 | $7.49 萬 | <0.1% | −8,313−84.7% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 900 | $7.16 萬 | <0.1% | +900 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 293 | $6.36 萬 | <0.1% | +293 | 新進 | 歷史 |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 1,400 | $5.84 萬 | <0.1% | +1,400 | 新進 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 1,710 | $5.51 萬 | <0.1% | +1,710 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 202 | $4.90 萬 | <0.1% | +202 | 新進 | 歷史 |
| PPLTabrdn Platinum ETF Trust | PHYSCL PLATM SHS | 250 | $4.46 萬 | <0.1% | +250 | 新進 | 歷史 |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 830 | $4.21 萬 | <0.1% | +830 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 38 | $3.79 萬 | <0.1% | +38 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 100 | $3.72 萬 | <0.1% | +100 | 新進 | 歷史 |
| AVGOBroadcom Inc. | COM | 110 | $3.40 萬 | <0.1% | +110 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 100 | $3.38 萬 | <0.1% | +100 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 553 | $2.78 萬 | <0.1% | +553 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 37 | $2.62 萬 | <0.1% | +37 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 183 | $2.27 萬 | <0.1% | +183 | 新進 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 438 | $2.18 萬 | <0.1% | +438 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $2.03 萬 | <0.1% | +100 | 新進 | 歷史 |