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 |
|---|---|---|---|---|---|---|---|
| Link Motion Inc American DE53577L105 | COM | 200 | $0 | 0.0% | +200 | 新進 | – |
| GameStop Corp Class36467W117 | *W EXP 10/30/202 | 1 | $4 | <0.1% | +1 | 新進 | – |
| UBERUber Technologies, Inc | Stock | 1 | $72 | <0.1% | +1 | 新進 | 歷史 |
| ARLAmerican Realty Investors Inc | COM | 10 | $155 | <0.1% | +10 | 新進 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 1 | $197 | <0.1% | +1 | 新進 | 歷史 |
| GMEGameStop Corp. | Stock | 12 | $276 | <0.1% | +12 | 新進 | 歷史 |
| American Centy ETF Tr02507A507 | AVANTIS U S QUAL | 5 | $284 | <0.1% | +5 | 新進 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 10 | $415 | <0.1% | +10 | 新進 | – |
| BABAAlibaba Group Holding Ltd | ADR | 4 | $502 | <0.1% | +4 | 新進 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 40 | $525 | <0.1% | +40 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 59 | $797 | <0.1% | +59 | 新進 | 歷史 |
| Dfa Invt Dimensions Group IN25239Y238 | U.S. MIC CAP SHS | 20 | $1,017 | <0.1% | +20 | 新進 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 40 | $1,470 | <0.1% | +40 | 新進 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 50 | $1,786 | <0.1% | +50 | 新進 | – |
| SPDR Series Trust78464A417 | BRC HGH YLD BD | 20 | $1,914 | <0.1% | +20 | 新進 | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 55 | $2,354 | <0.1% | +55 | 新進 | – |
| VRTVertiv Holdings Co | COM CL A | 10 | $2,506 | <0.1% | +10 | 新進 | 歷史 |
| HSYHershey Co | COM | 13 | $2,703 | <0.1% | +13 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 42 | $3,259 | <0.1% | +42 | 新進 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 110 | $3,719 | <0.1% | +110 | 新進 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 215 | $3,724 | <0.1% | +215 | 新進 | – |
| HDHome Depot, Inc. | Stock | 12 | $3,947 | <0.1% | +12 | 新進 | 歷史 |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 85 | $3,978 | <0.1% | +85 | 新進 | – |
| BACBank of America Corp | Stock | 86 | $4,193 | <0.1% | +86 | 新進 | 歷史 |
| CABOCable One, Inc. | COM | 50 | $4,561 | <0.1% | +50 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 50 | $5,931 | <0.1% | +50 | 新進 | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 155 | $6,158 | <0.1% | +155 | 新進 | – |
| MCDMcDonalds Corp | Stock | 27 | $8,391 | <0.1% | +27 | 新進 | 歷史 |
| ETSYEtsy Inc | COM | 186 | $9,296 | <0.1% | +186 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 157 | $9,448 | <0.1% | +157 | 新進 | 歷史 |
| ROKURoku, Inc | COM CL A | 100 | $9,462 | <0.1% | +100 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 100 | $9,638 | <0.1% | +100 | 新進 | 歷史 |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 255 | $1.24 萬 | <0.1% | +255 | 新進 | – |
| American Centy ETF Tr025072240 | AVANTIS INFLATIN | 180 | $1.31 萬 | <0.1% | +180 | 新進 | – |
| PFEPfizer Inc | Stock | 483 | $1.36 萬 | <0.1% | +483 | 新進 | 歷史 |
| RYNRayonier Inc | COM | 780 | $1.61 萬 | <0.1% | +780 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $2.03 萬 | <0.1% | +100 | 新進 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 438 | $2.18 萬 | <0.1% | +438 | 新進 | – |
| WMTWalmart Inc. | Stock | 183 | $2.27 萬 | <0.1% | +183 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 37 | $2.62 萬 | <0.1% | +37 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 553 | $2.78 萬 | <0.1% | +553 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 100 | $3.38 萬 | <0.1% | +100 | 新進 | 歷史 |
| AVGOBroadcom Inc. | COM | 110 | $3.40 萬 | <0.1% | +110 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 100 | $3.72 萬 | <0.1% | +100 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 38 | $3.79 萬 | <0.1% | +38 | 新進 | 歷史 |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 830 | $4.21 萬 | <0.1% | +830 | 新進 | – |
| PPLTabrdn Platinum ETF Trust | PHYSCL PLATM SHS | 250 | $4.46 萬 | <0.1% | +250 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 202 | $4.90 萬 | <0.1% | +202 | 新進 | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 1,710 | $5.51 萬 | <0.1% | +1,710 | 新進 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 1,400 | $5.84 萬 | <0.1% | +1,400 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 293 | $6.36 萬 | <0.1% | +293 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 900 | $7.16 萬 | <0.1% | +900 | 新進 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1,500 | $7.49 萬 | <0.1% | −8,313−84.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 440 | $7.67 萬 | <0.1% | +440 | 新進 | 歷史 |
| VVisa Inc. | Stock | 300 | $9.07 萬 | <0.1% | +300 | 新進 | 歷史 |
| NTAPNetApp, Inc. | Stock | 1,000 | $10.2 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 3,465 | $11.7 萬 | 0.1% | +3,465 | 新進 | – |
| NFLXNetflix Inc | Stock | 1,530 | $14.7 萬 | 0.1% | +1,530 | 新進 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 1,009 | $14.7 萬 | 0.1% | +1,009 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 462 | $16.3 萬 | 0.1% | +462 | 新進 | 歷史 |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 1,445 | $19.5 萬 | 0.1% | +1,445 | 新進 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 3,497 | $25.8 萬 | 0.1% | +10.0% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 5,585 | $26.7 萬 | 0.1% | +10+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 7,740 | $32.7 萬 | 0.2% | −815−9.5% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 7,560 | $34.1 萬 | 0.2% | +5+0.1% | 加碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,900 | $35.0 萬 | 0.2% | −200−6.5% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 6,805 | $35.3 萬 | 0.2% | +1,575+30.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,070 | $36.1 萬 | 0.2% | −210−4.9% | 減碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 5,625 | $38.0 萬 | 0.2% | +5,625 | 新進 | – |
| BABoeing Co | Stock | 1,926 | $38.3 萬 | 0.2% | −3,573−65.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,075 | $39.8 萬 | 0.2% | +163+17.9% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,735 | $42.0 萬 | 0.2% | −1,910−17.9% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,140 | $44.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Google Inc38259P508 | COM | 1,600 | $46.0 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 14,305 | $49.4 萬 | 0.3% | +50.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $49.7 萬 | 0.3% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 958 | $54.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 9,285 | $58.9 萬 | 0.3% | +445+5.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,250 | $62.5 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 12,665 | $66.4 萬 | 0.4% | −1,465−10.4% | 減碼 | – |
| Alphabet Class C38259P706 | COM | 2,366 | $67.9 萬 | 0.4% | +1,566+195.8% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,155 | $71.8 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,556 | $74.1 萬 | 0.4% | +3,843+49.8% | 加碼 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 21,440 | $77.6 萬 | 0.4% | −1,490−6.5% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,925 | $82.1 萬 | 0.5% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,721 | $82.5 萬 | 0.5% | −50−2.8% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $86.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 3,458 | $87.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,475 | $88.1 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 Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $97.2 萬 | 0.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 16,360 | $98.1 萬 | 0.5% | +2,800+20.6% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 15,685 | $103.0 萬 | 0.6% | −1,040−6.2% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 31,490 | $106.6 萬 | 0.6% | −100.0% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 24,350 | $108.2 萬 | 0.6% | +90+0.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,602 | $109.9 萬 | 0.6% | +1,327+31.0% | 加碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 12,991 | $114.3 萬 | 0.6% | +524+4.2% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 29,803 | $115.8 萬 | 0.6% | +30.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,755 | $118.5 萬 | 0.7% | −70−2.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 31,255 | $121.8 萬 | 0.7% | −1,625−4.9% | 減碼 | – |