Kure Advisory, LLC
- SEC CIK
- 0001986795
- 最新申報
- 2026/7/27
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/8 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 56
- 較 2025 年第 3 季 +10
- 總值
- $1.79 億
- 較 2025 年第 3 季 +$1,681 萬 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 712,657 | $2,716 萬 | 15.2% | +45,806+6.9% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 565,975 | $2,649 萬 | 14.8% | +7,014+1.3% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 688,012 | $2,306 萬 | 12.9% | −46,059−6.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 247,213 | $1,452 萬 | 8.1% | +22,637+10.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 82,074 | $986.4 萬 | 5.5% | +2,839+3.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,993 | $926.6 萬 | 5.2% | +428+2.3% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 264,624 | $861.9 萬 | 4.8% | +11,895+4.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 297,636 | $816.4 萬 | 4.6% | +19,818+7.1% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 93,253 | $756.9 萬 | 4.2% | +826+0.9% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 59,052 | $604.6 萬 | 3.4% | +4,082+7.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 65,265 | $520.4 萬 | 2.9% | +4,543+7.5% | 加碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 85,146 | $435.1 萬 | 2.4% | +85,146 | 新進 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 43,114 | $356.3 萬 | 2.0% | +3,228+8.1% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 82,055 | $324.9 萬 | 1.8% | −161−0.2% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 34,683 | $306.9 萬 | 1.7% | +2,841+8.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,516 | $177.1 萬 | 1.0% | +1,203+22.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,033 | $121.8 萬 | 0.7% | +343+9.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,440 | $118.0 萬 | 0.7% | +754+44.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,243 | $116.4 萬 | 0.7% | +882+16.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,722 | $86.6 萬 | 0.5% | +107+6.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,297 | $68.8 萬 | 0.4% | −600−12.3% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,504 | $62.3 萬 | 0.3% | +71+2.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 21,746 | $58.5 萬 | 0.3% | +21,746 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 4,780 | $57.5 萬 | 0.3% | +1,502+45.8% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 15,762 | $56.6 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,424 | $56.0 萬 | 0.3% | +460+23.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,626 | $50.9 萬 | 0.3% | +459+39.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 766 | $48.1 萬 | 0.3% | +20+2.7% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 9,929 | $45.7 萬 | 0.3% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,229 | $42.5 萬 | 0.2% | +166+15.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,212 | $39.1 萬 | 0.2% | +248+25.7% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,959 | $36.9 萬 | 0.2% | +3,959 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 413 | $35.6 萬 | 0.2% | +35+9.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 13,687 | $35.2 萬 | 0.2% | −2,791−16.9% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 7,098 | $33.0 萬 | 0.2% | +71+1.0% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,335 | $32.1 萬 | 0.2% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 4,961 | $32.0 萬 | 0.2% | −53−1.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 704 | $31.7 萬 | 0.2% | +170+31.8% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,600 | $29.9 萬 | 0.2% | +254+4.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 446 | $29.4 萬 | 0.2% | +89+24.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 870 | $27.3 萬 | 0.2% | +870 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 768 | $26.4 萬 | 0.1% | +768 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 2,347 | $26.1 萬 | 0.1% | +2,347 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,339 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| CMICummins Inc | Stock | 495 | $25.3 萬 | 0.1% | +495 | 新進 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,021 | $25.0 萬 | 0.1% | +8+0.1% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 574 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,667 | $23.9 萬 | 0.1% | +1,667 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 3,211 | $23.7 萬 | 0.1% | −311−8.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,097 | $22.7 萬 | 0.1% | +1,097 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 2,340 | $22.5 萬 | 0.1% | +2,340 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 749 | $21.7 萬 | 0.1% | +749 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 647 | $21.7 萬 | 0.1% | −339−34.4% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 3,986 | $21.6 萬 | 0.1% | +3,986 | 新進 | – |
| Tidal ETF Tr88634T774 | II YIELDMAX NVDA | 12,794 | $18.7 萬 | 0.1% | 00.0% | 不變 | – |
| PLBYPlayboy, Inc. | COM | 18,596 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。