Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 73
- 較 2026 年第 1 季 +7
- 總值
- $2.65 億
- 較 2026 年第 1 季 +$2,596 萬 (+10.9%)
| 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 | 2,577,055 | $7,463 萬 | 28.2% | +19,332+0.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 472,297 | $3,365 萬 | 12.7% | +17,123+3.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 584,925 | $1,620 萬 | 6.1% | −2,932−0.5% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 241,609 | $1,393 萬 | 5.3% | −20,933−8.0% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 562,920 | $1,302 萬 | 4.9% | +36,233+6.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 182,620 | $1,090 萬 | 4.1% | +14,805+8.8% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 88,576 | $858.6 萬 | 3.2% | +5,810+7.0% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 42,740 | $670.8 萬 | 2.5% | −11,595−21.3% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 253,261 | $624.5 萬 | 2.4% | +15,583+6.6% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 112,730 | $607.7 萬 | 2.3% | −6,800−5.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 15,236 | $544.5 萬 | 2.1% | +427+2.9% | 加碼 | 歷史 |
| Schwab Strategic Tr808524649 | MUN BD ETF | 167,230 | $431.8 萬 | 1.6% | −8,950−5.1% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 107,761 | $390.7 萬 | 1.5% | −940−0.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,770 | $380.6 萬 | 1.4% | +400+3.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,635 | $318.3 萬 | 1.2% | +15+0.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,410 | $311.2 萬 | 1.2% | +254+3.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 12,375 | $295.0 萬 | 1.1% | +22+0.2% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 92,155 | $292.2 萬 | 1.1% | −3,137−3.3% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 51,427 | $289.1 萬 | 1.1% | −30−0.1% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 32,445 | $271.7 萬 | 1.0% | −50−0.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,382 | $271.5 萬 | 1.0% | +885+10.4% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 76,290 | $265.6 萬 | 1.0% | +1,350+1.8% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 26,651 | $211.7 萬 | 0.8% | +2,938+12.4% | 加碼 | 歷史 |
| iShares Tr46429B333 | GNMA BOND ETF | 45,377 | $200.7 萬 | 0.8% | −4,549−9.1% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,215 | $199.2 萬 | 0.8% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 19,065 | $144.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 17,497 | $142.6 萬 | 0.5% | −1,000−5.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,764 | $131.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,931 | $126.2 萬 | 0.5% | +750+2.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,812 | $119.0 萬 | 0.4% | +528+4.0% | 加碼依 6 比 1 拆股換算 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,911 | $117.4 萬 | 0.4% | −50−0.5% | 減碼 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 13,921 | $113.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,990 | $112.9 萬 | 0.4% | +15+0.5% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 7,584 | $90.6 萬 | 0.3% | +80+1.1% | 加碼依 8 比 1 拆股換算 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 25,736 | $81.7 萬 | 0.3% | −2,010−7.2% | 減碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 73,838 | $81.3 萬 | 0.3% | +9,668+15.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,819 | $76.4 萬 | 0.3% | −47−1.2% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,697 | $74.2 萬 | 0.3% | +270+3.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,685 | $71.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288117 | INTL TREA BD ETF | 16,646 | $68.3 萬 | 0.3% | +4,296+34.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,609 | $67.7 萬 | 0.3% | +4+0.2% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 24,668 | $65.4 萬 | 0.2% | −1,820−6.9% | 減碼 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 49,900 | $58.6 萬 | 0.2% | −3,300−6.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,369 | $56.1 萬 | 0.2% | +155+7.0% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 10,590 | $56.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 11,193 | $54.2 萬 | 0.2% | −9,173−45.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,066 | $53.3 萬 | 0.2% | −29−2.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 712 | $52.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,330 | $52.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,440 | $51.9 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,500 | $49.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 9,580 | $48.5 萬 | 0.2% | +9,580 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 1,299 | $48.5 萬 | 0.2% | +284+28.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 769 | $43.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BOXBox Inc | CL A | 16,172 | $42.9 萬 | 0.2% | −781−4.6% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,280 | $42.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Inc464286103 | MSCI AUST ETF | 13,810 | $38.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,293 | $37.7 萬 | 0.1% | +263+13.0% | 加碼 | – |
| Vanguard Ny Tax Free FDS92204H400 | TAX EXEMPT BD | 3,560 | $37.0 萬 | 0.1% | +3,560 | 新進 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,796 | $35.2 萬 | 0.1% | +30+1.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $32.0 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 12,163 | $29.4 萬 | 0.1% | +2,750+29.2% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 1,922 | $28.9 萬 | 0.1% | −565−22.7% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 945 | $28.4 萬 | 0.1% | 00.0% | 不變 | – |
| SNOWSnowflake Inc. | Stock | 930 | $23.7 萬 | 0.1% | +930 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 1,685 | $23.5 萬 | 0.1% | +1,685 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,654 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 4,731 | $21.7 萬 | 0.1% | −27−0.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,473 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,820 | $20.5 萬 | 0.1% | +3,820 | 新進 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,400 | $20.2 萬 | 0.1% | +1,400 | 新進 | – |
| OPENOpendoor Technologies Inc. | COM | 15,500 | $7.16 萬 | <0.1% | +3,850+33.0% | 加碼 | 歷史 |
| ATAIAtaiBeckley Inc. | COM SHS | 10,389 | $5.47 萬 | <0.1% | +10,389 | 新進 | 歷史 |