Lam Group, Inc.
- SEC CIK
- 0001961944
- 最新申報
- 2026/7/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 139
- 較 2026 年第 1 季 +3
- 總值
- $2.01 億
- 較 2026 年第 1 季 +$1,940 萬 (+10.7%)
| 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 | 140,590 | $1,117 萬 | 5.5% | +1,215+0.9% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 42,930 | $1,057 萬 | 5.2% | −50.0% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 114,192 | $956.4 萬 | 4.7% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 101,138 | $832.8 萬 | 4.1% | −132−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 177,585 | $712.6 萬 | 3.5% | −365−0.2% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 129,440 | $712.0 萬 | 3.5% | +90.0% | 加碼 | – |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 264,206 | $706.7 萬 | 3.5% | +44,606+20.3% | 加碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 213,150 | $664.6 萬 | 3.3% | −2,750−1.3% | 減碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 134,940 | $639.3 萬 | 3.2% | +2,605+2.0% | 加碼 | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 142,385 | $604.1 萬 | 3.0% | +9,105+6.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,520 | $595.8 萬 | 3.0% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,893 | $588.1 萬 | 2.9% | +20.0% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 106,938 | $577.7 萬 | 2.9% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,475 | $550.5 萬 | 2.7% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 35,380 | $545.9 萬 | 2.7% | −120−0.3% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 171,240 | $496.1 萬 | 2.5% | −16,870−9.0% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 39,756 | $475.2 萬 | 2.4% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 53,215 | $440.8 萬 | 2.2% | 00.0% | 不變 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 33,855 | $422.4 萬 | 2.1% | −370−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 114,245 | $400.2 萬 | 2.0% | +100.0% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 95,240 | $369.4 萬 | 1.8% | −2,755−2.8% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 82,260 | $351.0 萬 | 1.7% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 39,042 | $319.9 萬 | 1.6% | 00.0% | 不變 | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 130,800 | $264.0 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 33,345 | $258.2 萬 | 1.3% | +2,555+8.3% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 22,885 | $235.8 萬 | 1.2% | +2,105+10.1% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 63,131 | $232.6 萬 | 1.2% | 00.0% | 不變 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 31,603 | $220.9 萬 | 1.1% | +70.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 22,865 | $220.6 萬 | 1.1% | +1,235+5.7% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 24,665 | $220.0 萬 | 1.1% | +2,115+9.4% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 15,450 | $197.9 萬 | 1.0% | −100−0.6% | 減碼 | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 26,200 | $192.2 萬 | 1.0% | +325+1.3% | 加碼 | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 23,860 | $179.6 萬 | 0.9% | +2,960+14.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,750 | $174.3 萬 | 0.9% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,028 | $151.4 萬 | 0.8% | +28+1.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 16,150 | $147.3 萬 | 0.7% | +640+4.1% | 加碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 14,226 | $141.0 萬 | 0.7% | +1,235+9.5% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 29,806 | $132.2 萬 | 0.7% | +30.0% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 31,255 | $128.9 萬 | 0.6% | 00.0% | 不變 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 31,385 | $126.2 萬 | 0.6% | −105−0.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,599 | $122.0 萬 | 0.6% | −3−0.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,710 | $117.4 萬 | 0.6% | +235+15.9% | 加碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 16,910 | $110.9 萬 | 0.6% | +550+3.4% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 24,150 | $108.3 萬 | 0.5% | −200−0.8% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 16,060 | $108.0 萬 | 0.5% | +375+2.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $104.2 萬 | 0.5% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 3,548 | $102.7 萬 | 0.5% | +90+2.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,755 | $101.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $98.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,417 | $98.0 萬 | 0.5% | −480−2.8% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,700 | $95.6 萬 | 0.5% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 6,560 | $95.0 萬 | 0.5% | +3,660+126.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,455 | $91.6 萬 | 0.5% | +1,380+128.4% | 加碼 | 歷史 |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 20,955 | $87.2 萬 | 0.4% | −485−2.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,721 | $86.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,763 | $83.8 萬 | 0.4% | +207+1.8% | 加碼 | – |
| Alphabet Class C38259P706 | COM | 2,366 | $83.6 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,155 | $75.3 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,250 | $71.3 萬 | 0.4% | 00.0% | 不變 | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 9,845 | $68.3 萬 | 0.3% | +560+6.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $59.3 萬 | 0.3% | 00.0% | 不變 | – |
| Google Inc38259P508 | COM | 1,652 | $59.0 萬 | 0.3% | +52+3.3% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 14,310 | $58.2 萬 | 0.3% | +50.0% | 加碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 10,205 | $54.7 萬 | 0.3% | −2,460−19.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 958 | $54.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,140 | $51.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 10,550 | $44.5 萬 | 0.2% | +2,810+36.3% | 加碼 | – |
| BABoeing Co | Stock | 1,926 | $41.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,510 | $41.2 萬 | 0.2% | −225−2.6% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,070 | $39.2 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 7,345 | $38.0 萬 | 0.2% | −215−2.8% | 減碼 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 3,499 | $29.0 萬 | 0.1% | +2+0.1% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 5,240 | $27.4 萬 | 0.1% | −1,565−23.0% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 5,590 | $26.7 萬 | 0.1% | +5+0.1% | 加碼 | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 1,445 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 462 | $16.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 3,805 | $16.3 萬 | 0.1% | +340+9.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 807 | $16.1 萬 | 0.1% | +367+83.4% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 1,000 | $15.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 1,009 | $14.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 290 | $12.2 萬 | 0.1% | +190+190.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,530 | $10.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 300 | $10.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 172 | $9.99 萬 | <0.1% | +72+72.0% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1,760 | $8.84 萬 | <0.1% | +260+17.3% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 900 | $7.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 1,785 | $7.39 萬 | <0.1% | +1,775+17,750.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 293 | $7.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 1,515 | $6.25 萬 | <0.1% | +115+8.2% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 1,815 | $6.19 萬 | <0.1% | +105+6.1% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 202 | $5.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 100 | $4.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 397 | $4.63 萬 | <0.1% | +397 | 新進 | 歷史 |
| AVGOBroadcom Inc. | COM | 110 | $4.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 37 | $3.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 38 | $3.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLTabrdn Platinum ETF Trust | PHYSCL PLATM SHS | 2,500 | $3.53 萬 | <0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 305 | $2.46 萬 | <0.1% | −5,320−94.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 553 | $2.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 446 | $2.22 萬 | <0.1% | +8+1.8% | 加碼 | – |