Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 66
- 較 2025 年第 4 季 +2
- 總值
- $2.39 億
- 較 2025 年第 4 季 +$340.6 萬 (+1.4%)
| 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 | 2,557,723 | $6,419 萬 | 26.9% | +76,674+3.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 455,174 | $2,917 萬 | 12.2% | +15,654+3.6% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 262,542 | $1,493 萬 | 6.2% | +11,340+4.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 587,857 | $1,455 萬 | 6.1% | −10,900−1.8% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 526,687 | $1,223 萬 | 5.1% | +13,316+2.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 167,815 | $907.0 萬 | 3.8% | +19,363+13.0% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 82,766 | $801.2 萬 | 3.4% | +6,495+8.5% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,335 | $751.6 萬 | 3.1% | −957−1.7% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 119,530 | $634.9 萬 | 2.7% | −5,760−4.6% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 237,678 | $592.1 萬 | 2.5% | +15,313+6.9% | 加碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 176,180 | $448.9 萬 | 1.9% | +3,740+2.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 14,809 | $426.9 萬 | 1.8% | −475−3.1% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 51,457 | $368.5 萬 | 1.5% | −4,650−8.3% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 108,701 | $358.2 萬 | 1.5% | −1,200−1.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,370 | $297.5 萬 | 1.2% | −53−0.5% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 95,292 | $292.4 萬 | 1.2% | +6,107+6.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,620 | $276.1 萬 | 1.2% | −265−5.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,156 | $261.6 萬 | 1.1% | +1,914+30.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 12,353 | $257.3 萬 | 1.1% | −151−1.2% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 32,495 | $244.0 萬 | 1.0% | −340−1.0% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 74,940 | $228.6 萬 | 1.0% | +2,000+2.7% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 49,926 | $221.3 萬 | 0.9% | +3,981+8.7% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 23,713 | $219.8 萬 | 0.9% | +1,390+6.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,497 | $216.8 萬 | 0.9% | +303+3.7% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,215 | $175.5 萬 | 0.7% | −100−1.2% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 19,065 | $168.1 萬 | 0.7% | −200−1.0% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,961 | $116.4 萬 | 0.5% | −992−8.3% | 減碼 | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $116.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,764 | $114.7 萬 | 0.5% | −48−2.6% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,181 | $99.4 萬 | 0.4% | +900+2.7% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 20,366 | $97.9 萬 | 0.4% | +70+0.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,214 | $96.7 萬 | 0.4% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 2,975 | $92.1 萬 | 0.4% | +85+2.9% | 加碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 27,746 | $87.8 萬 | 0.4% | +2,100+8.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,685 | $71.3 萬 | 0.3% | −48−0.5% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 26,488 | $70.5 萬 | 0.3% | +1,000+3.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,866 | $68.5 萬 | 0.3% | −14−0.4% | 減碼 | 歷史 |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 64,170 | $66.7 萬 | 0.3% | +64,170 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,427 | $65.9 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 938 | $65.4 萬 | 0.3% | −25−2.6% | 減碼 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 13,921 | $63.8 萬 | 0.3% | +647+4.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,605 | $60.7 萬 | 0.3% | −10−0.6% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 53,200 | $59.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,095 | $52.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288117 | INTL TREA BD ETF | 12,350 | $50.7 萬 | 0.2% | +12,350 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,214 | $47.6 萬 | 0.2% | −18−0.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,610 | $46.2 萬 | 0.2% | +80+5.2% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,330 | $45.4 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 769 | $45.0 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 10,590 | $43.2 萬 | 0.2% | +1,750+19.8% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,487 | $43.0 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,280 | $42.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,500 | $42.4 萬 | 0.2% | +70+2.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 712 | $41.1 萬 | 0.2% | +2+0.3% | 加碼 | – |
| BOXBox Inc | CL A | 16,953 | $40.1 萬 | 0.2% | −2,377−12.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,015 | $38.6 萬 | 0.2% | +34+3.5% | 加碼 | 歷史 |
| iShares Inc464286103 | MSCI AUST ETF | 13,810 | $38.3 萬 | 0.2% | +13,810 | 新進 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,766 | $35.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,030 | $28.9 萬 | 0.1% | +2,030 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 1,654 | $28.1 萬 | 0.1% | +1,654 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $27.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 945 | $23.4 萬 | 0.1% | +76+8.7% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 9,413 | $22.8 萬 | 0.1% | +650+7.4% | 加碼 | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 4,758 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 1,473 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 11,650 | $5.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（3 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。