DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- 最新申報
- 2026/7/21
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/30 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 123
- 較 2025 年第 1 季 +5
- 總值
- $1.46 億
- 較 2025 年第 1 季 +$1,433 萬 (+10.9%)
| 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 | 16,715 | $1,038 萬 | 7.1% | +559+3.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 82,477 | $786.2 萬 | 5.4% | +2,382+3.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 64,095 | $535.1 萬 | 3.7% | −666−1.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 99,426 | $520.4 萬 | 3.6% | +2,958+3.1% | 加碼 | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 65,020 | $460.1 萬 | 3.2% | +2,660+4.3% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 116,282 | $441.4 萬 | 3.0% | +1,704+1.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,891 | $392.5 萬 | 2.7% | +136+1.8% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 62,887 | $377.5 萬 | 2.6% | +2,569+4.3% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 87,301 | $368.9 萬 | 2.5% | −3,933−4.3% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,274 | $356.4 萬 | 2.4% | −234−3.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 22,090 | $349.0 萬 | 2.4% | +369+1.7% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 36,298 | $341.2 萬 | 2.3% | +6,085+20.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 14,652 | $300.6 萬 | 2.1% | −647−4.2% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 29,897 | $296.6 萬 | 2.0% | −432−1.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 38,466 | $272.1 萬 | 1.9% | +130+0.3% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 48,363 | $255.6 萬 | 1.8% | +179+0.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,260 | $254.2 萬 | 1.7% | +1,405+6.4% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 24,520 | $230.2 萬 | 1.6% | +802+3.4% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 24,150 | $226.7 萬 | 1.6% | −243−1.0% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 46,213 | $211.4 萬 | 1.5% | −588−1.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,316 | $191.9 萬 | 1.3% | −368−5.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,852 | $187.1 萬 | 1.3% | −52−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,349 | $161.2 萬 | 1.1% | −400−5.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,015 | $148.7 萬 | 1.0% | −190−8.6% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 8,517 | $147.6 萬 | 1.0% | +344+4.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 9,155 | $145.9 萬 | 1.0% | +3,019+49.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 28,936 | $138.9 萬 | 1.0% | −2,492−7.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,827 | $137.9 萬 | 0.9% | +516+7.1% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 13,148 | $135.3 萬 | 0.9% | +193+1.5% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,444 | $128.0 萬 | 0.9% | +410+1.7% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 13,006 | $126.5 萬 | 0.9% | −186−1.4% | 減碼 | – |
| VVisa Inc. | Stock | 3,510 | $124.6 萬 | 0.9% | −64−1.8% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 22,501 | $118.7 萬 | 0.8% | +386+1.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,858 | $114.8 萬 | 0.8% | −15−0.8% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 2,839 | $114.8 萬 | 0.8% | +22+0.8% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 18,817 | $106.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 36,130 | $105.5 萬 | 0.7% | −465−1.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,264 | $98.5 萬 | 0.7% | +666+111.4% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 10,960 | $96.7 萬 | 0.7% | +886+8.8% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 3,490 | $96.2 萬 | 0.7% | +114+3.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,619 | $96.0 萬 | 0.7% | +110+4.4% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 10,007 | $95.1 萬 | 0.7% | −23−0.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,192 | $91.6 萬 | 0.6% | −813−16.2% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,390 | $87.7 萬 | 0.6% | −16−0.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,007 | $87.2 萬 | 0.6% | +50+1.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,620 | $85.8 萬 | 0.6% | −198−3.4% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 33,312 | $82.5 萬 | 0.6% | −736−2.2% | 減碼 | – |
| BNLBroadstone Net Lease, Inc. | COM | 50,842 | $81.6 萬 | 0.6% | −4,912−8.8% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,538 | $81.5 萬 | 0.6% | +464+4.6% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,040 | $81.1 萬 | 0.6% | −87−0.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,508 | $79.7 萬 | 0.5% | −439−14.9% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 12,538 | $76.7 萬 | 0.5% | +797+6.8% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,238 | $74.9 萬 | 0.5% | −196−4.4% | 減碼 | – |
| DISWalt Disney Co | Stock | 5,855 | $72.6 萬 | 0.5% | −370−5.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,812 | $70.1 萬 | 0.5% | +116+6.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,324 | $69.5 萬 | 0.5% | +150+6.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,571 | $66.7 萬 | 0.5% | −671−12.8% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,266 | $66.1 萬 | 0.5% | +84+3.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,174 | $65.7 萬 | 0.5% | +290+4.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,315 | $64.8 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 25,426 | $64.0 萬 | 0.4% | +5,027+24.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 3,544 | $62.9 萬 | 0.4% | −45−1.3% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,527 | $60.8 萬 | 0.4% | +247+4.7% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 27,412 | $60.6 萬 | 0.4% | −884−3.1% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 24,605 | $59.7 萬 | 0.4% | +6,063+32.7% | 加碼 | – |
| ASMLASML Holding NV | ADR | 743 | $59.5 萬 | 0.4% | −3−0.4% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,805 | $59.3 萬 | 0.4% | +3,805 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 8,418 | $58.1 萬 | 0.4% | +1,052+14.3% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,327 | $57.5 萬 | 0.4% | +86+1.4% | 加碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 22,555 | $57.3 萬 | 0.4% | +5,831+34.9% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 23,389 | $56.8 萬 | 0.4% | +6,082+35.1% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 23,611 | $55.1 萬 | 0.4% | +6,376+37.0% | 加碼 | – |
| ULUnilever PLC | SPON ADR NEW | 9,002 | $55.1 萬 | 0.4% | −679−7.0% | 減碼 | 歷史 |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 24,974 | $54.9 萬 | 0.4% | +6,638+36.2% | 加碼 | – |
| MDTMedtronic plc | Stock | 6,287 | $54.8 萬 | 0.4% | +180+2.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 401 | $53.7 萬 | 0.4% | +14+3.6% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 5,448 | $52.3 萬 | 0.4% | +605+12.5% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 22,407 | $51.5 萬 | 0.4% | +190+0.9% | 加碼 | – |
| DEODiageo PLC | SPON ADR NEW | 5,067 | $51.1 萬 | 0.4% | +788+18.4% | 加碼 | 歷史 |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 23,770 | $50.0 萬 | 0.3% | +7,136+42.9% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 947 | $43.9 萬 | 0.3% | −16−1.7% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 8,481 | $42.5 萬 | 0.3% | +893+11.8% | 加碼 | – |
| MAMastercard Inc | Stock | 754 | $42.4 萬 | 0.3% | −12−1.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 410 | $40.6 萬 | 0.3% | −11−2.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,244 | $36.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,698 | $36.4 萬 | 0.2% | +10.0% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,648 | $36.1 萬 | 0.2% | −655−19.8% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,110 | $34.9 萬 | 0.2% | +1,275+21.9% | 加碼 | – |
| WMTWalmart Inc. | Stock | 3,523 | $34.5 萬 | 0.2% | −5,174−59.5% | 減碼 | 歷史 |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 15,639 | $34.3 萬 | 0.2% | +2,721+21.1% | 加碼 | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 17,228 | $34.2 萬 | 0.2% | +3,034+21.4% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,150 | $33.9 萬 | 0.2% | −228−16.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,345 | $31.9 萬 | 0.2% | −73−5.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 795 | $30.8 萬 | 0.2% | +9+1.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,742 | $30.0 萬 | 0.2% | +3,742 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,300 | $29.9 萬 | 0.2% | −79−5.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,667 | $28.8 萬 | 0.2% | −109−3.9% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 726 | $28.7 萬 | 0.2% | −18−2.4% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 598 | $28.1 萬 | 0.2% | +89+17.5% | 加碼 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 6,165 | $28.0 萬 | 0.2% | −357−5.5% | 減碼 | – |
2025 年第 1 季之後清倉（7 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 3,681 | $55.2 萬 | 0.4% | 歷史 |
| NKENIKE, Inc. | Stock | 7,480 | $47.5 萬 | 0.4% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 766 | $40.1 萬 | 0.3% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,611 | $23.6 萬 | 0.2% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,437 | $21.1 萬 | 0.2% | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 651 | $20.7 萬 | 0.2% | – |
| BBAIBigBear.ai Holdings, Inc. | COM | 18,000 | $5.15 萬 | <0.1% | 歷史 |