Decker Retirement Planning Inc.
- SEC CIK
- 0001975700
- 最新申報
- 2026/7/16
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/21 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 284
- 較 2025 年第 4 季 +53
- 總值
- $2.21 億
- 較 2025 年第 4 季 +$1,958 萬 (+9.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 383,541 | $3,861 萬 | 17.5% | +102,733+36.6% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 163,165 | $999.5 萬 | 4.5% | +163,165 | 新進 | – |
| MUMicron Technology Inc | Stock | 29,385 | $992.7 萬 | 4.5% | +11,194+61.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 174,929 | $974.5 萬 | 4.4% | +174,929 | 新進 | – |
| LRCXLam Research Corp | Stock | 40,599 | $867.4 萬 | 3.9% | +13,463+49.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 141,514 | $802.1 萬 | 3.6% | +58,235+69.9% | 加碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 19,811 | $776.1 萬 | 3.5% | −595−2.9% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 50,748 | $717.7 萬 | 3.3% | +5,681+12.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 21,399 | $686.5 萬 | 3.1% | +2,731+14.6% | 加碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 93,408 | $515.6 萬 | 2.3% | +10,182+12.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 159,277 | $488.7 萬 | 2.2% | +9,685+6.5% | 加碼 | – |
| AUGOAura Minerals Inc. | SHS | 58,993 | $481.4 萬 | 2.2% | +58,993 | 新進 | 歷史 |
| AGROAdecoagro S.A. | COM | 308,170 | $462.9 萬 | 2.1% | +308,170 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 3,202 | $422.9 萬 | 1.9% | +3,202 | 新進 | 歷史 |
| PLABPhotronics Inc | COM | 97,385 | $393.5 萬 | 1.8% | +97,385 | 新進 | 歷史 |
| ALBAlbemarle Corp | Stock | 21,754 | $390.5 萬 | 1.8% | +21,754 | 新進 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 143,728 | $382.5 萬 | 1.7% | +21,239+17.3% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 39,259 | $375.4 萬 | 1.7% | +2,862+7.9% | 加碼 | – |
| VIAVViavi Solutions Inc. | COM | 112,424 | $374.1 萬 | 1.7% | +112,424 | 新進 | 歷史 |
| IPGPIpg Photonics Corp | COM | 32,618 | $373.8 萬 | 1.7% | +32,618 | 新進 | 歷史 |
| FORMFormfactor Inc | COM | 38,348 | $371.9 萬 | 1.7% | +38,348 | 新進 | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 83,250 | $362.1 萬 | 1.6% | +11,641+16.3% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 39,944 | $322.0 萬 | 1.5% | +5,552+16.1% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 67,289 | $316.4 萬 | 1.4% | +4,296+6.8% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 32,768 | $308.8 萬 | 1.4% | +1,398+4.5% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 34,154 | $302.9 萬 | 1.4% | +3,997+13.3% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 34,257 | $258.5 萬 | 1.2% | +3,089+9.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,848 | $253.5 萬 | 1.1% | +4,537+196.3% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 16,581 | $245.6 萬 | 1.1% | +1,290+8.4% | 加碼 | – |
| WDCWestern Digital Corp | COM | 7,754 | $209.7 萬 | 1.0% | −11,899−60.5% | 減碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 7,277 | $181.1 萬 | 0.8% | +342+4.9% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 12,020 | $163.1 萬 | 0.7% | +813+7.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 33,091 | $150.6 萬 | 0.7% | +1,221+3.8% | 加碼 | – |
| Vanguard World FD921910709 | EXTENDED DUR | 23,174 | $150.5 萬 | 0.7% | +3,167+15.8% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 20,863 | $146.4 萬 | 0.7% | +941+4.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 42,462 | $146.3 萬 | 0.7% | +1,745+4.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,702 | $144.7 萬 | 0.7% | −283−4.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,712 | $144.4 萬 | 0.7% | +689+11.4% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 16,098 | $142.4 萬 | 0.6% | +998+6.6% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 31,732 | $141.6 萬 | 0.6% | +11,130+54.0% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 31,771 | $141.2 萬 | 0.6% | +2,959+10.3% | 加碼 | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 12,636 | $117.1 萬 | 0.5% | +437+3.6% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 30,465 | $112.2 萬 | 0.5% | +1,548+5.4% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 43,510 | $109.1 萬 | 0.5% | +2,061+5.0% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,782 | $106.4 萬 | 0.5% | +539+6.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 13,839 | $101.9 萬 | 0.5% | −746−5.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 4,137 | $86.2 萬 | 0.4% | +14+0.3% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 18,285 | $83.1 萬 | 0.4% | +744+4.2% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 9,787 | $83.0 萬 | 0.4% | −575−5.5% | 減碼 | – |
| Capitol Ser Tr14064D444 | STERLING CAP ENH | 31,287 | $78.5 萬 | 0.4% | +1,807+6.1% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 9,200 | $68.4 萬 | 0.3% | −238−2.5% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 4,308 | $62.8 萬 | 0.3% | +128+3.1% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,335 | $59.4 萬 | 0.3% | +47+0.9% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 5,520 | $50.9 萬 | 0.2% | −286−4.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 862 | $49.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,288 | $47.4 萬 | 0.2% | −251−5.5% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,151 | $46.1 萬 | 0.2% | −17,740−84.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,797 | $43.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 5,282 | $42.6 萬 | 0.2% | −297−5.3% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,945 | $41.5 萬 | 0.2% | −27−0.5% | 減碼 | – |
| ORCLOracle Corp | Stock | 2,669 | $39.3 萬 | 0.2% | −17,064−86.5% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 12,464 | $37.7 萬 | 0.2% | −1,226−9.0% | 減碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 15,556 | $36.6 萬 | 0.2% | −1,427−8.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,202 | $32.1 萬 | 0.1% | +117+3.8% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,020 | $27.7 萬 | 0.1% | 00.0% | 不變 | – |
| Simplify Exchange Traded Fun82889N368 | CURRE STRAT ETF | 8,951 | $26.2 萬 | 0.1% | +2,014+29.0% | 加碼 | – |
| Simplify Exchange Traded Fun82889N335 | BARRIER INCOME | 10,462 | $25.7 萬 | 0.1% | +3,309+46.3% | 加碼 | – |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 12,207 | $24.8 萬 | 0.1% | −785−6.0% | 減碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,365 | $20.5 萬 | 0.1% | −274−5.9% | 減碼 | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 8,644 | $19.2 萬 | 0.1% | −558−6.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,079 | $18.8 萬 | 0.1% | +198+22.5% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 11,565 | $17.7 萬 | 0.1% | −560−4.6% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,296 | $16.6 萬 | 0.1% | +279+27.4% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 8,320 | $16.1 萬 | 0.1% | +8,320 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 393 | $14.6 萬 | 0.1% | +170+76.2% | 加碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 2,576 | $14.3 萬 | 0.1% | −151−5.5% | 減碼 | – |
| PFEPfizer Inc | Stock | 5,000 | $14.0 萬 | 0.1% | +5,000 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 857 | $11.2 萬 | 0.1% | +600+233.5% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 1,444 | $9.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N459 | GAMMA EMERGING | 3,367 | $8.72 萬 | <0.1% | −284−7.8% | 減碼 | – |
| Sterling Cap FDS85917K470 | NATIONAL MUNI BD | 3,285 | $8.17 萬 | <0.1% | +3,285 | 新進 | – |
| IAUiShares Gold Trust | ETF | 899 | $7.93 萬 | <0.1% | −1,008−52.9% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 694 | $6.37 萬 | <0.1% | −78,200−99.1% | 減碼 | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 1,288 | $6.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 223 | $6.04 萬 | <0.1% | +200+869.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 2,047 | $5.94 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 197 | $5.66 萬 | <0.1% | +19+10.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 130 | $5.59 萬 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 400 | $5.57 萬 | <0.1% | +388+3,233.3% | 加碼 | 歷史 |
| iShares Tr464289479 | CORE LT USDB ETF | 1,133 | $5.55 萬 | <0.1% | 00.0% | 不變 | – |
| Aim ETF Products Trust00888H521 | ALLIANZIM US EQU | 1,973 | $5.24 萬 | <0.1% | +323+19.6% | 加碼 | – |
| NBISNebius Group N.V. | Stock | 500 | $5.19 萬 | <0.1% | +500 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 181 | $5.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 1,231 | $4.93 萬 | <0.1% | 00.0% | 不變 | – |
| Amplify ETF Tr032108722 | CWP INTL ENHANCE | 1,170 | $4.74 萬 | <0.1% | +1,170 | 新進 | – |
| GEVGE Vernova Inc. | Stock | 54 | $4.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 276 | $4.69 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 600 | $4.66 萬 | <0.1% | +600 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 157 | $4.51 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 724 | $4.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（34 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HOODRobinhood Markets, Inc. | Stock | 27,957 | $316.2 萬 | 1.6% | 歷史 |
| Simplify Exchange Traded Fun82889N632 | ENHANCED INM ETF | 8,566 | $19.1 萬 | 0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 655 | $3.05 萬 | <0.1% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 225 | $2.78 萬 | <0.1% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 435 | $2.65 萬 | <0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 125 | $2.64 萬 | <0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 166 | $2.58 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 286 | $1.68 萬 | <0.1% | – |
| REVGREV Group, Inc. | COM | 221 | $1.34 萬 | <0.1% | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 36 | $1.24 萬 | <0.1% | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 319 | $1.23 萬 | <0.1% | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 286 | $1.08 萬 | <0.1% | 歷史 |
| ARCCAres Capital Corp | CEF | 510 | $1.03 萬 | <0.1% | 歷史 |
| MFICMidCap Financial Investment Corp | COM NEW | 875 | $1.00 萬 | <0.1% | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 35 | $8,785 | <0.1% | – |
| iShares Tr464287721 | U.S. TECH ETF | 38 | $7,590 | <0.1% | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 74 | $7,503 | <0.1% | – |
| iShares Tr46435G672 | CORE INTL AGGR | 122 | $6,083 | <0.1% | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 134 | $4,476 | <0.1% | – |
| MDPediatrix Medical Group, Inc. | COM | 196 | $4,192 | <0.1% | 歷史 |
| DQDaqo New Energy Corp. | SPNSRD ADS NEW | 130 | $3,835 | <0.1% | 歷史 |
| ARISAris Mining Corp | COM | 195 | $3,165 | <0.1% | 歷史 |
| iShares Tr464288588 | MBS ETF | 31 | $2,984 | <0.1% | – |
| PKSTPeakstone Realty Trust | Common Stock | 168 | $2,411 | <0.1% | 歷史 |
| TPRTapestry, Inc. | COM | 13 | $1,661 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2 | $1,136 | <0.1% | 歷史 |
| SNEXStoneX Group Inc. | COM | 10 | $951 | <0.1% | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 17 | $813 | <0.1% | 歷史 |
| VSTVistra Corp. | Stock | 5 | $807 | <0.1% | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 7 | $783 | <0.1% | 歷史 |
| AGOAssured Guaranty Ltd | COM | 8 | $719 | <0.1% | 歷史 |
| ANIPAni Pharmaceuticals Inc | COM | 7 | $553 | <0.1% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2 | $332 | <0.1% | – |
| BKNBlackRock Investment Quality Municipal Trust, Inc. | COM | 10 | $112 | <0.1% | 歷史 |