Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 59
- 較 2025 年第 1 季 +1
- 總值
- $2.04 億
- 較 2025 年第 1 季 +$1,492 萬 (+7.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,399,036 | $5,717 萬 | 28.0% | +30,801+1.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 406,528 | $2,318 萬 | 11.4% | +4,846+1.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 629,580 | $1,391 萬 | 6.8% | −11,016−1.7% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 227,283 | $1,288 萬 | 6.3% | −1,550−0.7% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 483,048 | $1,123 萬 | 5.5% | +860+0.2% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,096 | $695.2 萬 | 3.4% | +41+0.1% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 130,634 | $681.1 萬 | 3.3% | −4,396−3.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 115,027 | $568.9 萬 | 2.8% | +4,237+3.8% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 57,316 | $558.0 萬 | 2.7% | +2,795+5.1% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 192,887 | $492.8 萬 | 2.4% | +4,974+2.6% | 加碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 145,160 | $365.9 萬 | 1.8% | +12,400+9.3% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 114,430 | $344.9 萬 | 1.7% | −930−0.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 15,015 | $308.1 萬 | 1.5% | +38+0.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,001 | $284.1 萬 | 1.4% | −18−0.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 12,501 | $274.3 萬 | 1.3% | −40−0.3% | 減碼 | 歷史 |
| iShares Tr46429B333 | GNMA BOND ETF | 56,942 | $250.3 萬 | 1.2% | +1,941+3.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 84,991 | $225.2 萬 | 1.1% | +572+0.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,588 | $221.8 萬 | 1.1% | +171+1.4% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 32,643 | $219.4 萬 | 1.1% | −1,010−3.0% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 62,602 | $215.4 萬 | 1.1% | +1,420+2.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 69,640 | $192.7 萬 | 0.9% | +840+1.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 10,353 | $183.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,819 | $176.9 萬 | 0.9% | −94−1.6% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,838 | $171.7 萬 | 0.8% | −310−3.4% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 25,256 | $157.5 萬 | 0.8% | −294−1.2% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,203 | $137.4 萬 | 0.7% | −1,580−10.7% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 20,358 | $133.4 萬 | 0.7% | +640+3.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,889 | $116.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,218 | $97.2 萬 | 0.5% | −5−0.2% | 減碼 | – |
| EVMEaton Vance California Municipal Bond Fund | COM | 106,450 | $95.0 萬 | 0.5% | −8,090−7.1% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 37,131 | $93.9 萬 | 0.5% | −1,000−2.6% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 33,692 | $89.9 萬 | 0.4% | −2,408−6.7% | 減碼 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 12,299 | $85.0 萬 | 0.4% | +35+0.3% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,354 | $68.9 萬 | 0.3% | −90−1.0% | 減碼 | – |
| BOXBox Inc | CL A | 18,623 | $63.6 萬 | 0.3% | −2,009−9.7% | 減碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 22,639 | $61.9 萬 | 0.3% | −1,620−6.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 906 | $60.1 萬 | 0.3% | +345+61.5% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,647 | $59.2 萬 | 0.3% | −100−1.5% | 減碼 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 54,200 | $59.2 萬 | 0.3% | +1,700+3.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 776 | $57.3 萬 | 0.3% | +15+2.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,126 | $54.7 萬 | 0.3% | −14−1.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,287 | $51.9 萬 | 0.3% | +11+0.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,594 | $50.6 萬 | 0.2% | +16+1.0% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,140 | $50.1 萬 | 0.2% | −500−7.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,327 | $47.6 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 911 | $45.3 萬 | 0.2% | +73+8.7% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 17,122 | $41.7 萬 | 0.2% | +17,122 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,440 | $40.3 萬 | 0.2% | +30+2.1% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,262 | $39.9 萬 | 0.2% | −70−3.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 710 | $39.2 萬 | 0.2% | +710 | 新進 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,560 | $29.7 萬 | 0.1% | −1,340−34.4% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,477 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $26.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 3,700 | $24.2 萬 | 0.1% | +3,700 | 新進 | – |
| PGProcter & Gamble Co | Stock | 1,473 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,355 | $22.8 萬 | 0.1% | −600−12.1% | 減碼 | – |
| FISVFiserv Inc | Stock | 1,174 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 15,000 | $17.7 萬 | 0.1% | −54,500−78.4% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。