跳到主要內容
Livermore
Livermore
中文EN

Decker Retirement Planning Inc.

SEC CIK
0001975700
最新申報
2026/7/16

2025 年第 3 季持倉

持倉截至 2025/9/30，2025/10/27 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
218
較 2025 年第 2 季 −86
總值
$1.82 億
較 2025 年第 2 季 +$919.3 萬 (+5.3%)
申報日
2025/10/27
SEC
Decker Retirement Planning Inc. 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr46436E7180-3 MTH TREASURY193,045$1,944 萬10.7%−126,755−39.6%減碼–
PLTRPalantir Technologies Inc.Stock61,326$1,119 萬6.2%+54,347+778.7%加碼歷史
APPAppLovin CorpCOM CL A12,127$871.4 萬4.8%+12,104+52,626.1%加碼歷史
COINCoinbase Global, Inc.COM CL A18,575$626.9 萬3.4%+18,575新進歷史
iShares Tr46435G425ESG AWR MSCI USA43,039$626.7 萬3.4%−3,259−7.0%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF15,281$501.5 萬2.8%+3,337+27.9%加碼–
iShares Tr46436E767ESG MSCI USA ETF77,784$445.8 萬2.5%−6,041−7.2%減碼–
SPDR Series Trust78464A755ST STR SP METAL47,785$445.3 萬2.4%−76,471−61.5%減碼–
VanEck Semiconductor ETF92189F676ETF13,420$438.0 萬2.4%−15,696−53.9%減碼–
AMDAdvanced Micro Devices IncStock26,335$426.1 萬2.3%+26,230+24,981.0%加碼歷史
PRIMPrimoris Services CorpStock28,136$386.4 萬2.1%+28,136新進歷史
AVGOBroadcom Inc.Stock11,605$382.9 萬2.1%+11,605新進歷史
Schwab US Dividend Equity ETF808524797ETF136,698$373.2 萬2.1%−8,107−5.6%減碼–
GPGIGPGI, Inc.COM CL A175,150$364.7 萬2.0%+175,150新進歷史
ANIPAni Pharmaceuticals IncCOM36,942$338.4 萬1.9%+36,894+76,862.5%加碼歷史
WDCWestern Digital CorpCOM27,273$327.4 萬1.8%+27,273新進歷史
WLDNWilldan Group, Inc.COM33,679$325.6 萬1.8%+33,679新進歷史
NRGNRG Energy, Inc.Stock20,069$325.0 萬1.8%−1,761−8.1%減碼歷史
MODModine Manufacturing CoCOM22,359$317.9 萬1.7%+22,359新進歷史
iShares Tr46435G516ESG AW MSCI EAFE34,112$317.2 萬1.7%−2,155−5.9%減碼–
MUMicron Technology IncStock18,664$312.3 萬1.7%+18,664新進歷史
DGDollar General CorpCOM30,113$311.2 萬1.7%+30,113新進歷史
GEVGE Vernova Inc.Stock4,931$303.2 萬1.7%+4,889+11,640.5%加碼歷史
TTMITTM Technologies IncCOM51,447$296.3 萬1.6%+51,447新進歷史
Schwab US Tips ETF808524870ETF109,638$295.5 萬1.6%−5,471−4.8%減碼–
iShares Tr46436E619ESG ADVAN ETF65,207$286.4 萬1.6%−3,705−5.4%減碼–
iShares Tr46435U663ESG AWARE MSCI61,593$277.7 萬1.5%−4,868−7.3%減碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF29,988$253.9 萬1.4%−1,963−6.1%減碼–
Vanguard Real Estate ETF922908553ETF27,145$248.2 萬1.4%−1,642−5.7%減碼–
iShares Tr46436E759ESG EAFE ETF28,370$214.9 萬1.2%−1,544−5.2%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF14,731$207.6 萬1.1%−1,014−6.4%減碼–
HLHecla Mining CoCOM166,822$201.9 萬1.1%+166,822新進歷史
American Centy ETF Tr025072349US LARGE CAP VLU26,526$191.7 萬1.1%+6,805+34.5%加碼–
iShares Russell Top 200 Growth ETF464289438ETF6,414$175.5 萬1.0%+865+15.6%加碼–
AAPLApple Inc.Stock5,769$146.9 萬0.8%+5,036+687.0%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM25,142$143.6 萬0.8%+25,142新進–
Vanguard Dividend Appreciation ETF921908844ETF6,247$134.8 萬0.7%−495−7.3%減碼–
iShares Core High Dividend ETF46429B663ETF10,485$128.4 萬0.7%−711−6.4%減碼–
iShares Core Dividend Growth ETF46434V621ETF18,759$127.7 萬0.7%−1,246−6.2%減碼–
Vanguard Intl Equity Index F922042676GLB EX US ETF26,106$124.6 萬0.7%−1,603−5.8%減碼–
Vanguard World FD921910709EXTENDED DUR18,129$124.1 萬0.7%−1,029−5.4%減碼–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF28,193$124.1 萬0.7%−1,801−6.0%減碼–
VanEck ETF Trust92189F106GOLD MINERS ETF16,102$123.0 萬0.7%−107,168−86.9%減碼–
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW36,383$121.9 萬0.7%−2,173−5.6%減碼–
Vanguard Whitehall FDS921946810INTL DVD ETF13,602$121.8 萬0.7%−679−4.8%減碼–
MSFTMicrosoft CorpStock2,351$121.8 萬0.7%+1,115+90.2%加碼歷史
Vanguard Total Bond Market ETF921937835ETF14,877$110.6 萬0.6%+514+3.6%加碼–
iShares Tr464289420RUS TP200 VL ETF11,361$99.8 萬0.5%+2,008+21.5%加碼–
iShares Tr464288570ESG MSCI KLD ETF7,721$97.2 萬0.5%−421−5.2%減碼–
iShares Tr46435U853BROAD USD HIGH25,515$96.4 萬0.5%−1,477−5.5%減碼–
iShares Tr46435G243ESG AWRE 1 5 YR36,787$93.1 萬0.5%−2,666−6.8%減碼–
AMZNAmazon Com IncStock4,163$91.4 萬0.5%+685+19.7%加碼歷史
American Centy ETF Tr025072703INTL EQT ETF10,302$81.3 萬0.4%+1,338+14.9%加碼–
iShares Inc46434G863ESG AWR MSCI EM17,311$75.2 萬0.4%−1,335−7.2%減碼–
Capitol Ser Tr14064D444STERLING CAP ENH29,413$74.9 萬0.4%+4,986+20.4%加碼–
Simplify Exchange Traded Fun82889N640TREASURY OPT INC29,036$69.3 萬0.4%−1,166−3.9%減碼–
ORCLOracle CorpStock2,449$68.9 萬0.4%+2,449新進歷史
Simplify Exchange Traded Fun82889N699MANAGED FUTURES23,662$66.2 萬0.4%−10,949−31.6%減碼–
Simplify Exchange Traded Fun82889N632ENHANCED INM ETF27,479$63.4 萬0.3%+644+2.4%加碼–
METAMeta Platforms, Inc.Stock863$63.4 萬0.3%+702+436.0%加碼歷史
iShares Tr464288877EAFE VALUE ETF8,494$57.6 萬0.3%+1,128+15.3%加碼–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF5,975$55.8 萬0.3%+296+5.2%加碼–
iShares Tr464288885EAFE GRWTH ETF4,875$55.5 萬0.3%+773+18.8%加碼–
iShares Russell Mid-Cap Value ETF464287473ETF3,892$54.4 萬0.3%+585+17.7%加碼–
Simplify Exchange Traded Fun82889N863VOLATILITY PREM29,269$52.7 萬0.3%−25,984−47.0%減碼–
American Centy ETF Tr025072877US SML CP VALU4,456$44.4 萬0.2%+698+18.6%加碼–
American Centy ETF Tr025072604AVANTIS EMGMKT5,576$41.9 萬0.2%+729+15.0%加碼–
IBMInternational Business Machines CorpStock1,399$39.5 萬0.2%+1,325+1,790.5%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF5,057$33.3 萬0.2%+814+19.2%加碼–
Simplify Exchange Traded Fun82889N723AGGREGATE BD ETF15,776$32.7 萬0.2%+15,776新進–
Simplify Exchange Traded Fun82889N335BARRIER INCOME12,195$32.0 萬0.2%+12,195新進–
NVDANVIDIA CorpStock1,633$30.5 萬0.2%−848−34.2%減碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX2,903$28.4 萬0.2%+1,222+72.7%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF3,020$27.7 萬0.2%−22−0.7%減碼–
SGOLabrdn Gold ETF TrustETF7,055$26.0 萬0.1%+7,055新進歷史
SPYSPDR S&P 500 ETF TrustETF374$24.9 萬0.1%−9,308−96.1%減碼歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF4,962$23.3 萬0.1%+180+3.8%加碼–
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF9,517$22.0 萬0.1%+508+5.6%加碼–
Simplify Exchange Traded Fun82889N459GAMMA EMERGING6,189$16.3 萬0.1%+6,189新進–
Vanguard Long-Term Treasury ETF92206C847ETF2,749$15.6 萬0.1%+135+5.2%加碼–
IAUiShares Gold TrustETF1,823$13.3 萬0.1%+1,823新進歷史
iShares Russell Mid-Cap Growth ETF464287481ETF885$12.6 萬0.1%−605−40.6%減碼–
Vanguard S&P 500 ETF922908363ETF134$8.21 萬<0.1%−7,878−98.3%減碼–
GOOGLAlphabet Inc.Stock318$7.73 萬<0.1%−700−68.8%減碼歷史
JPMJPMorgan Chase & CoStock236$7.44 萬<0.1%+85+56.3%加碼歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT2,240$7.39 萬<0.1%+696+45.1%加碼–
TSLATesla, Inc.Stock154$6.85 萬<0.1%−21−12.0%減碼歷史
SLViShares Silver TrustETF1,444$6.12 萬<0.1%−148−9.3%減碼歷史
GEGeneral Electric CoStock202$6.09 萬<0.1%−14,234−98.6%減碼歷史
SPDR Series Trust78464A144ST STR CORPO ETF2,047$6.07 萬<0.1%00.0%不變–
Schwab U.S. Large-Cap ETF808524201ETF2,266$5.97 萬<0.1%+2,266新進–
NFLXNetflix IncStock48$5.75 萬<0.1%−2,184−97.8%減碼歷史
iShares Tr464289479CORE LT USDB ETF1,133$5.72 萬<0.1%00.0%不變–
AHRAmerican Healthcare REIT, Inc.COM SHS1,288$5.41 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF669$5.24 萬<0.1%00.0%不變–
Aim ETF Products Trust00888H661ALLIANZIM US EQT1,678$5.17 萬<0.1%+1,580+1,612.2%加碼–
Flexshares Tr33939L662HIG YLD VL ETF1,231$5.07 萬<0.1%00.0%不變–
GLDSPDR Gold TrustETF142$5.05 萬<0.1%−14−9.0%減碼歷史
Aim ETF Products Trust00888H687ALLIANZIM US EQT1,600$5.02 萬<0.1%+1,600新進–
Invesco QQQ Trust Series I46090E103ETF79$4.74 萬<0.1%−10,684−99.3%減碼–

2025 年第 2 季之後清倉（129 檔）

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 129 檔。

Decker Retirement Planning Inc. 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
SBUXStarbucks CorpStock1,381$12.7 萬0.1%歷史
VVisa Inc.Stock115$4.08 萬<0.1%歷史
HDHome Depot, Inc.Stock109$4.00 萬<0.1%歷史
Aim ETF Products Trust00888H877ALLIANZIM US EQT1,139$3.77 萬<0.1%–
Aim ETF Products Trust00888H505ALLIA US OCT ETF837$3.10 萬<0.1%–
First Tr Exchng Traded FD VI33740U679FT VEST US EQT819$2.88 萬<0.1%–
Vanguard Ftse Developed Markets ETF921943858ETF427$2.43 萬<0.1%–
LOPEGrand Canyon Education, Inc.COM125$2.36 萬<0.1%歷史
QCOMQualcomm IncStock130$2.07 萬<0.1%歷史
COSTCostco Wholesale CorpStock20$1.98 萬<0.1%歷史
NOWServiceNow, Inc.Stock17$1.75 萬<0.1%歷史
ADBEAdobe Inc.Stock45$1.74 萬<0.1%歷史
SCHWSchwab Charles CorpStock190$1.73 萬<0.1%歷史
ABTAbbott LaboratoriesStock125$1.70 萬<0.1%歷史
ROKRockwell Automation, IncStock51$1.69 萬<0.1%歷史
iShares Core S&P 500 ETF464287200ETF27$1.68 萬<0.1%–
INTUIntuit Inc.Stock21$1.65 萬<0.1%歷史
CMICummins IncStock50$1.64 萬<0.1%歷史
CSXCSX CorpStock500$1.63 萬<0.1%歷史
DEDeere & CoStock30$1.53 萬<0.1%歷史
HONHoneywell International IncCOM65$1.51 萬<0.1%歷史
ENBEnbridge IncStock330$1.50 萬<0.1%歷史
MDLZMondelez International, Inc.Stock215$1.45 萬<0.1%歷史
SPDR Series Trust78464A672ST INTER ETF499$1.44 萬<0.1%–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD178$1.42 萬<0.1%–
KOCoca Cola CoStock200$1.42 萬<0.1%歷史
EWEdwards Lifesciences CorpStock180$1.41 萬<0.1%歷史
CARRCarrier Global CorpStock190$1.39 萬<0.1%歷史
YUMYum Brands IncStock90$1.33 萬<0.1%歷史
ZTSZoetis Inc.Stock85$1.33 萬<0.1%歷史
Vanguard Morningstar Small-Cap ETF922908751ETF55$1.30 萬<0.1%–
Listed FD Tr53656F714TRUESHARES STRUC327$1.30 萬<0.1%–
SNPSSynopsys IncCOM25$1.28 萬<0.1%歷史
MKCMcCormick & Co IncStock165$1.25 萬<0.1%歷史
UNPUnion Pacific CorpStock50$1.15 萬<0.1%歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF131$1.11 萬<0.1%–
PANWPalo Alto Networks IncStock54$1.11 萬<0.1%歷史
Schwab U.S. Mid-Cap ETF808524508ETF384$1.08 萬<0.1%–
ADArray Digital Infrastructure, Inc.COM160$1.02 萬<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock137$1.02 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock25$1.01 萬<0.1%歷史
NKENIKE, Inc.Stock140$9,946<0.1%歷史
Schwab U.S. Large-Cap Value ETF808524409ETF357$9,878<0.1%–
QRVOQorvo, Inc.Stock116$9,850<0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF117$9,702<0.1%–
Vanguard Ftse Emerging Markets ETF922042858ETF190$9,397<0.1%–
VODVodafone Group Public Ltd CoADR830$8,848<0.1%歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF84$8,445<0.1%–
STZConstellation Brands, Inc.Stock50$8,134<0.1%歷史
MSTRStrategy IncStock20$8,085<0.1%歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW524$7,949<0.1%歷史
Elevation Series Trust210322400TRUSHARES BULL312$7,935<0.1%–
iShares Tr464288638ISHS 5-10YR INVT134$7,141<0.1%–
JBLJabil IncStock32$6,979<0.1%歷史
THCTenet Healthcare CorpCOM NEW39$6,864<0.1%歷史
LEALear CorpCOM NEW72$6,839<0.1%歷史
HBMHudbay Minerals Inc.COM642$6,812<0.1%歷史
SIGSignet Jewelers LtdSHS85$6,762<0.1%歷史
EVREvercore Inc.CLASS A25$6,751<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF83$6,694<0.1%–
Vanguard Intermediate-Term Bond ETF921937819ETF85$6,574<0.1%–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS104$6,220<0.1%–
Aim ETF Products Trust00888H869ALLIANZIM US EQ189$6,050<0.1%–
CSIQCanadian Solar Inc.COM538$5,940<0.1%歷史
TMUST-Mobile US, Inc.Stock24$5,718<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999193$5,427<0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF19$5,317<0.1%–
WMTWalmart Inc.Stock51$4,987<0.1%歷史
USOUnited States Oil Fund, LPUNITS68$4,971<0.1%歷史
AMGAffiliated Managers Group, Inc.Stock25$4,919<0.1%歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF22$4,641<0.1%–
TJXTJX Companies IncStock33$4,075<0.1%歷史
Vanguard Morningstar Value ETF922908744ETF23$4,065<0.1%–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF116$3,974<0.1%–
Listed FD Tr53656F698TRUESHARES OCT97$3,950<0.1%–
CBChubb LtdStock13$3,766<0.1%歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF26$3,494<0.1%–
AMATApplied Materials IncStock19$3,478<0.1%歷史
ENPHEnphase Energy, Inc.Stock85$3,370<0.1%歷史
iShares Tr46429B655FLTG RATE NT ETF66$3,367<0.1%–
DUKDuke Energy CORPStock27$3,186<0.1%歷史
TPLTexas Pacific Land CorpStock3$3,169<0.1%歷史
LNGCheniere Energy, Inc.COM NEW13$3,166<0.1%歷史
Vanguard Energy ETF92204A306ETF26$3,097<0.1%–
Aim ETF Products Trust00888H638ALLIA U S 5 ETF101$3,058<0.1%–
Aim ETF Products Trust00888H539ALLIANZIM US EQU115$3,056<0.1%–
Aim ETF Products Trust00888H547ALLIANZIM US EQT116$3,047<0.1%–
Simplify Exchange Traded Fun82889N301US EQT PLS UPSID68$3,045<0.1%–
iShares Tr46428743220 YR TR BD ETF34$3,001<0.1%–
Listed FD Tr53656F680TRUESHARES NOV72$2,998<0.1%–
LHLabcorp Holdings Inc.Stock11$2,888<0.1%歷史
ABBVAbbVie Inc.Stock15$2,784<0.1%歷史
BMYBristol Myers Squibb CoStock60$2,777<0.1%歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW250$2,640<0.1%歷史
CVSCVS Health CorpStock38$2,621<0.1%歷史
PNCPNC Financial Services Group, Inc.Stock13$2,423<0.1%歷史
FCXFreeport-McMoran IncStock55$2,384<0.1%歷史
JNJJohnson & JohnsonStock14$2,139<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM38$2,089<0.1%歷史
AMTAmerican Tower CorpREIT9$1,989<0.1%歷史