DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- 最新申報
- 2026/7/21
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/16 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 129
- 較 2025 年第 2 季 +6
- 總值
- $1.56 億
- 較 2025 年第 2 季 +$1,015 萬 (+7.0%)
| 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 | 16,836 | $1,127 萬 | 7.2% | +121+0.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 82,149 | $858.5 萬 | 5.5% | −328−0.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 103,061 | $570.2 萬 | 3.7% | +3,635+3.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 63,786 | $556.9 萬 | 3.6% | −309−0.5% | 減碼 | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 66,254 | $476.8 萬 | 3.1% | +1,234+1.9% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 117,954 | $467.2 萬 | 3.0% | +1,672+1.4% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 64,185 | $423.1 萬 | 2.7% | +1,298+2.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 22,539 | $420.5 萬 | 2.7% | +449+2.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,856 | $406.9 萬 | 2.6% | −35−0.4% | 減碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 40,264 | $401.9 萬 | 2.6% | +3,966+10.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,272 | $384.1 萬 | 2.5% | −20.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 14,714 | $374.7 萬 | 2.4% | +62+0.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 84,972 | $363.3 萬 | 2.3% | −2,329−2.7% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 30,598 | $306.7 萬 | 2.0% | +701+2.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,846 | $283.4 萬 | 1.8% | +586+2.5% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 49,467 | $263.4 萬 | 1.7% | +1,104+2.3% | 加碼 | – |
| KOCoca Cola Co | Stock | 37,227 | $246.9 萬 | 1.6% | −1,239−3.2% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 25,103 | $238.8 萬 | 1.5% | +583+2.4% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 24,777 | $235.8 萬 | 1.5% | +627+2.6% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 48,507 | $224.3 萬 | 1.4% | +2,294+5.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,325 | $207.6 萬 | 1.3% | +9+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,842 | $193.1 萬 | 1.2% | −10−0.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,056 | $171.5 萬 | 1.1% | −771−9.9% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 8,521 | $166.9 萬 | 1.1% | +40.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 7,419 | $162.9 萬 | 1.0% | +70+1.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,039 | $149.7 萬 | 1.0% | +24+1.2% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 13,735 | $142.0 萬 | 0.9% | +587+4.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 8,933 | $137.3 萬 | 0.9% | −222−2.4% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 25,162 | $135.5 萬 | 0.9% | +718+2.9% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 27,619 | $133.1 萬 | 0.9% | −1,317−4.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 3,819 | $126.0 萬 | 0.8% | +329+9.4% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 23,584 | $125.1 萬 | 0.8% | +1,083+4.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,823 | $121.4 萬 | 0.8% | −35−1.9% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 12,241 | $119.9 萬 | 0.8% | −765−5.9% | 減碼 | – |
| VVisa Inc. | Stock | 3,474 | $118.6 萬 | 0.8% | −36−1.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 36,130 | $115.3 萬 | 0.7% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 2,533 | $112.6 萬 | 0.7% | +25+1.0% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 18,817 | $110.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 11,990 | $107.2 萬 | 0.7% | +1,030+9.4% | 加碼 | – |
| PCARPaccar Inc | COM | 9,986 | $98.2 萬 | 0.6% | −21−0.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,273 | $97.1 萬 | 0.6% | +9+0.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 38,687 | $96.4 萬 | 0.6% | +5,375+16.1% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,370 | $96.0 萬 | 0.6% | −249−9.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,027 | $95.5 萬 | 0.6% | +20+0.7% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,926 | $95.1 萬 | 0.6% | +536+6.4% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 14,552 | $94.6 萬 | 0.6% | +2,014+16.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,095 | $94.5 萬 | 0.6% | −525−9.3% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 2,826 | $91.1 萬 | 0.6% | −13−0.5% | 減碼 | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 50,842 | $90.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 3,224 | $90.7 萬 | 0.6% | −968−23.1% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,736 | $88.7 萬 | 0.6% | +198+1.9% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,040 | $87.5 萬 | 0.6% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 3,592 | $87.5 萬 | 0.6% | +48+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,236 | $79.0 萬 | 0.5% | −20.0% | 減碼 | – |
| RTXRTX Corp | Stock | 4,392 | $73.5 萬 | 0.5% | −179−3.9% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 703 | $68.0 萬 | 0.4% | −40−5.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,315 | $68.0 萬 | 0.4% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 5,927 | $67.9 萬 | 0.4% | +72+1.2% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,716 | $67.0 萬 | 0.4% | +392+16.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,942 | $66.2 萬 | 0.4% | −324−14.3% | 減碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 26,445 | $64.3 萬 | 0.4% | +1,840+7.5% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 7,567 | $64.0 萬 | 0.4% | +393+5.5% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 27,246 | $63.4 萬 | 0.4% | −166−0.6% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 5,699 | $63.4 萬 | 0.4% | +172+3.1% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 24,319 | $62.1 萬 | 0.4% | +1,764+7.8% | 加碼 | – |
| HONHoneywell International Inc | COM | 2,929 | $61.7 萬 | 0.4% | +2,929 | 新進 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 25,234 | $61.4 萬 | 0.4% | +1,845+7.9% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 25,534 | $59.9 萬 | 0.4% | +1,923+8.1% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 27,019 | $59.8 萬 | 0.4% | +2,045+8.2% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 10,682 | $59.3 萬 | 0.4% | +2,264+26.9% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,047 | $59.2 萬 | 0.4% | +242+6.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 5,938 | $56.6 萬 | 0.4% | −349−5.6% | 減碼 | 歷史 |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 25,910 | $55.0 萬 | 0.4% | +2,140+9.0% | 加碼 | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,054 | $53.7 萬 | 0.3% | −1,394−25.6% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,989 | $53.3 萬 | 0.3% | −13−0.1% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,657 | $53.2 萬 | 0.3% | +330+5.2% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 21,130 | $48.9 萬 | 0.3% | −1,277−5.7% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 19,124 | $48.2 萬 | 0.3% | −6,302−24.8% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,563 | $46.8 萬 | 0.3% | −85−3.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 384 | $46.0 萬 | 0.3% | −17−4.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 905 | $45.2 萬 | 0.3% | −42−4.4% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 4,730 | $45.1 萬 | 0.3% | −337−6.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 756 | $43.0 萬 | 0.3% | +2+0.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 810 | $38.6 萬 | 0.2% | +15+1.9% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 7,562 | $38.2 萬 | 0.2% | −919−10.8% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,520 | $36.7 萬 | 0.2% | −178−6.6% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,229 | $36.2 萬 | 0.2% | +119+1.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 3,403 | $35.1 萬 | 0.2% | −120−3.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 378 | $35.0 萬 | 0.2% | −32−7.8% | 減碼 | 歷史 |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 15,639 | $34.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 17,228 | $34.2 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,155 | $33.5 萬 | 0.2% | +207+10.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 11,160 | $32.5 萬 | 0.2% | −2,084−15.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,268 | $32.2 萬 | 0.2% | −77−5.7% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,776 | $31.3 萬 | 0.2% | +109+4.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,286 | $29.8 萬 | 0.2% | +147+12.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,258 | $29.7 萬 | 0.2% | −42−3.2% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,420 | $29.6 萬 | 0.2% | −2−0.1% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 1,998 | $28.9 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 360 | $28.7 萬 | 0.2% | +6+1.7% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。