DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- 最新申報
- 2026/7/21
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/21 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 118
- 較 2024 年第 4 季 +7
- 總值
- $1.31 億
- 較 2024 年第 4 季 +$528.8 萬 (+4.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 16,156 | $907.8 萬 | 6.9% | +148+0.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 80,095 | $643.7 萬 | 4.9% | +7,763+10.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 96,468 | $492.7 萬 | 3.7% | +27,737+40.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 64,761 | $489.9 萬 | 3.7% | +1,030+1.6% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 114,578 | $415.8 萬 | 3.2% | −148−0.1% | 減碼 | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 62,360 | $398.5 萬 | 3.0% | +4,366+7.5% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 91,234 | $383.7 萬 | 2.9% | +2,166+2.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 15,299 | $339.8 萬 | 2.6% | +377+2.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,508 | $334.5 萬 | 2.5% | −43−0.7% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 60,318 | $325.5 萬 | 2.5% | +9,550+18.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 30,329 | $300.0 萬 | 2.3% | −7,609−20.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,755 | $291.1 萬 | 2.2% | +105+1.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 38,336 | $274.6 萬 | 2.1% | −3,160−7.6% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 48,184 | $252.4 萬 | 1.9% | −4,088−7.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 21,721 | $235.4 萬 | 1.8% | −423−1.9% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 24,393 | $228.8 萬 | 1.7% | −6,087−20.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 21,855 | $228.5 萬 | 1.7% | +4,640+27.0% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 23,718 | $222.1 萬 | 1.7% | +1,788+8.2% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 30,213 | $217.4 萬 | 1.7% | +10,858+56.1% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 46,801 | $213.6 萬 | 1.6% | +31,748+210.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,904 | $207.9 萬 | 1.6% | +28+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,684 | $183.7 萬 | 1.4% | +309+4.8% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 31,428 | $149.3 萬 | 1.1% | −3,092−9.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,749 | $147.4 萬 | 1.1% | +423+5.8% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,955 | $134.0 萬 | 1.0% | +6,691+106.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,205 | $127.1 萬 | 1.0% | +89+4.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 13,192 | $125.7 萬 | 1.0% | −800−5.7% | 減碼 | – |
| VVisa Inc. | Stock | 3,574 | $125.3 萬 | 1.0% | −81−2.2% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,034 | $119.7 萬 | 0.9% | +24,034 | 新進 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 22,115 | $115.8 萬 | 0.9% | +36+0.2% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 8,173 | $114.8 萬 | 0.9% | +718+9.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,311 | $113.1 萬 | 0.9% | −1,227−14.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,873 | $104.8 萬 | 0.8% | −8−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,136 | $104.6 萬 | 0.8% | +695+12.8% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 18,817 | $101.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PCARPaccar Inc | COM | 10,030 | $97.7 萬 | 0.7% | +60+0.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,818 | $96.5 萬 | 0.7% | +488+9.2% | 加碼 | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 55,754 | $95.0 萬 | 0.7% | −25,949−31.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,509 | $92.0 萬 | 0.7% | −5−0.2% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 10,074 | $91.7 萬 | 0.7% | +957+10.5% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 36,595 | $91.6 萬 | 0.7% | +6,603+22.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,406 | $88.6 萬 | 0.7% | +143+1.7% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 34,048 | $85.9 萬 | 0.7% | −301−0.9% | 減碼 | – |
| MSTRStrategy Inc | Stock | 2,817 | $81.2 萬 | 0.6% | +4+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,434 | $76.6 萬 | 0.6% | −211−4.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,947 | $76.4 萬 | 0.6% | +316+12.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,697 | $76.4 萬 | 0.6% | −820−8.6% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,127 | $73.5 萬 | 0.6% | −85−0.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,957 | $72.5 萬 | 0.6% | −14−0.5% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,074 | $70.3 萬 | 0.5% | +433+4.5% | 加碼 | – |
| ORCLOracle Corp | Stock | 5,005 | $70.0 萬 | 0.5% | +465+10.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,242 | $69.4 萬 | 0.5% | +171+3.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,174 | $67.8 萬 | 0.5% | −66−2.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,884 | $67.5 萬 | 0.5% | +117+1.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,696 | $65.0 萬 | 0.5% | +211+14.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,225 | $61.4 萬 | 0.5% | −674−9.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,315 | $59.9 萬 | 0.5% | −5−0.2% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 2,182 | $59.5 萬 | 0.5% | +188+9.4% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,280 | $58.7 萬 | 0.4% | +24+0.5% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 6,241 | $58.5 萬 | 0.4% | +6,241 | 新進 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 9,681 | $57.6 萬 | 0.4% | +745+8.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,376 | $56.5 萬 | 0.4% | −440−11.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,589 | $56.1 萬 | 0.4% | −295−7.6% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 28,296 | $56.0 萬 | 0.4% | −197−0.7% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 3,681 | $55.2 萬 | 0.4% | +453+14.0% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 11,741 | $55.0 萬 | 0.4% | +2,735+30.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 6,107 | $54.9 萬 | 0.4% | +174+2.9% | 加碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 20,399 | $51.3 萬 | 0.4% | +544+2.7% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 7,366 | $51.2 萬 | 0.4% | +1,661+29.1% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 22,217 | $51.1 萬 | 0.4% | +2,029+10.1% | 加碼 | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,843 | $49.6 萬 | 0.4% | +76+1.6% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 746 | $49.4 萬 | 0.4% | +17+2.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 598 | $49.4 萬 | 0.4% | +36+6.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 7,480 | $47.5 萬 | 0.4% | +647+9.5% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 18,542 | $44.9 萬 | 0.3% | +4,896+35.9% | 加碼 | – |
| DEODiageo PLC | SPON ADR NEW | 4,279 | $44.8 萬 | 0.3% | +541+14.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 963 | $43.0 萬 | 0.3% | −58−5.7% | 減碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 16,724 | $42.2 萬 | 0.3% | +4,785+40.1% | 加碼 | – |
| MAMastercard Inc | Stock | 766 | $42.0 萬 | 0.3% | +24+3.2% | 加碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 17,307 | $41.8 萬 | 0.3% | +4,914+39.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 766 | $40.1 萬 | 0.3% | −15−1.9% | 減碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 17,235 | $39.9 萬 | 0.3% | +5,357+45.1% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 18,336 | $39.8 萬 | 0.3% | +5,741+45.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 421 | $39.8 萬 | 0.3% | +5+1.2% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 7,588 | $38.0 萬 | 0.3% | +7,588 | 新進 | – |
| NFLXNetflix Inc | Stock | 387 | $36.1 萬 | 0.3% | +2+0.5% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,244 | $35.2 萬 | 0.3% | −412−3.0% | 減碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 16,634 | $34.5 萬 | 0.3% | +4,966+42.6% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,378 | $34.3 萬 | 0.3% | +197+16.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,776 | $33.0 萬 | 0.3% | +69+2.5% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,697 | $32.9 萬 | 0.3% | −40−1.5% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,379 | $32.6 萬 | 0.2% | +41+3.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,924 | $32.2 萬 | 0.2% | +225+13.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,418 | $31.4 萬 | 0.2% | −85−5.7% | 減碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 6,522 | $29.4 萬 | 0.2% | +1,117+20.7% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 5,835 | $29.0 萬 | 0.2% | +659+12.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,514 | $28.2 萬 | 0.2% | −52−3.3% | 減碼 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 12,918 | $28.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 14,194 | $27.9 萬 | 0.2% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,303 | $27.9 萬 | 0.2% | +124+3.9% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（4 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 12,109 | $103.7 萬 | 0.8% | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 7,697 | $39.8 萬 | 0.3% | – |
| AXPAmerican Express Co | Stock | 715 | $21.2 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 335 | $21.1 萬 | 0.2% | 歷史 |