DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/7 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 134
- 較 2025 年第 3 季 +5
- 總值
- $1.62 億
- 較 2025 年第 3 季 +$625.5 萬 (+4.0%)
| 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 | 20,721 | $1,419 萬 | 8.7% | +3,885+23.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 89,099 | $950.7 萬 | 5.9% | +6,950+8.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 70,878 | $634.1 萬 | 3.9% | +7,092+11.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 84,606 | $480.6 萬 | 3.0% | −18,455−17.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 25,515 | $475.9 萬 | 2.9% | +2,976+13.2% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 113,274 | $468.5 萬 | 2.9% | −4,680−4.0% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 67,437 | $453.3 萬 | 2.8% | +3,252+5.1% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 56,200 | $428.4 萬 | 2.6% | +15,936+39.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 14,718 | $400.1 萬 | 2.5% | +40.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,273 | $393.4 萬 | 2.4% | +10.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,834 | $378.9 萬 | 2.3% | −22−0.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 85,154 | $362.4 萬 | 2.2% | +182+0.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 32,901 | $328.6 萬 | 2.0% | +2,303+7.5% | 加碼 | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 44,963 | $320.9 萬 | 2.0% | −21,291−32.1% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 67,320 | $309.9 萬 | 1.9% | +18,813+38.8% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 52,396 | $276.5 萬 | 1.7% | +2,929+5.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 37,286 | $260.7 萬 | 1.6% | +59+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,999 | $219.1 萬 | 1.4% | −57−0.8% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 22,622 | $215.4 萬 | 1.3% | −2,155−8.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,342 | $212.6 萬 | 1.3% | +17+0.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,883 | $195.2 萬 | 1.2% | +41+1.1% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 18,280 | $172.1 萬 | 1.1% | −6,823−27.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,429 | $171.5 萬 | 1.1% | +10+0.1% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,637 | $151.9 萬 | 0.9% | −11,209−47.0% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 14,782 | $151.4 萬 | 0.9% | +1,047+7.6% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 27,112 | $148.5 萬 | 0.9% | +1,950+7.7% | 加碼 | – |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 37,002 | $139.8 萬 | 0.9% | +37,002 | 新進 | – |
| TCW ETF Trust29287L205 | TRANS SYSTE ETF | 14,134 | $135.9 萬 | 0.8% | +14,134 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 2,053 | $135.5 萬 | 0.8% | +14+0.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 27,496 | $131.8 萬 | 0.8% | −123−0.4% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 3,784 | $131.0 萬 | 0.8% | −35−0.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,835 | $126.6 萬 | 0.8% | −98−1.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,823 | $124.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,151 | $123.7 萬 | 0.8% | −122−9.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 36,522 | $119.1 萬 | 0.7% | +392+1.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,599 | $116.9 萬 | 0.7% | +66+2.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,325 | $116.6 萬 | 0.7% | −149−4.3% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 18,817 | $112.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,546 | $111.3 萬 | 0.7% | −46−1.3% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 10,025 | $109.8 萬 | 0.7% | +39+0.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 11,205 | $108.9 萬 | 0.7% | −1,036−8.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,128 | $106.1 萬 | 0.7% | +33+0.6% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 19,251 | $101.8 萬 | 0.6% | −4,333−18.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,054 | $98.4 萬 | 0.6% | +27+0.9% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 19,552 | $97.1 萬 | 0.6% | +5,000+34.4% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 9,548 | $97.1 萬 | 0.6% | +9,548 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,699 | $93.2 萬 | 0.6% | −227−2.5% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 37,321 | $93.1 萬 | 0.6% | −1,366−3.5% | 減碼 | – |
| BNLBroadstone Net Lease, Inc. | COM | 53,022 | $92.1 萬 | 0.6% | +2,180+4.3% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,833 | $91.4 萬 | 0.6% | +793+2.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 8,159 | $90.9 萬 | 0.6% | +4,756+139.8% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,635 | $90.0 萬 | 0.6% | −101−0.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,447 | $84.2 萬 | 0.5% | +77+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,128 | $78.8 萬 | 0.5% | −108−2.5% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 22,404 | $74.6 萬 | 0.5% | +22,404 | 新進 | – |
| RTXRTX Corp | Stock | 3,998 | $73.3 萬 | 0.5% | −394−9.0% | 減碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 28,024 | $71.3 萬 | 0.4% | +3,705+15.2% | 加碼 | – |
| DISWalt Disney Co | Stock | 6,224 | $70.8 萬 | 0.4% | +297+5.0% | 加碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 29,116 | $70.7 萬 | 0.4% | +3,882+15.4% | 加碼 | – |
| ORCLOracle Corp | Stock | 3,600 | $70.2 萬 | 0.4% | +376+11.7% | 加碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 29,563 | $69.2 萬 | 0.4% | +4,029+15.8% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 31,290 | $69.1 萬 | 0.4% | +4,271+15.8% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 28,229 | $68.4 萬 | 0.4% | +1,784+6.7% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,189 | $68.0 萬 | 0.4% | +490+8.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,315 | $67.2 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 27,866 | $67.0 萬 | 0.4% | +620+2.3% | 加碼 | – |
| ACNAccenture plc | Stock | 2,477 | $66.5 萬 | 0.4% | −239−8.8% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,909 | $64.3 萬 | 0.4% | −33−1.7% | 減碼 | 歷史 |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 30,372 | $64.2 萬 | 0.4% | +4,462+17.2% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 7,288 | $61.4 萬 | 0.4% | −279−3.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,038 | $59.3 萬 | 0.4% | +109+3.7% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 552 | $59.0 萬 | 0.4% | −151−21.5% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 11,352 | $57.8 萬 | 0.4% | +670+6.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 5,857 | $56.3 萬 | 0.3% | −81−1.4% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,380 | $54.3 萬 | 0.3% | −674−16.6% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,220 | $53.8 萬 | 0.3% | +8,220 | 新進 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 21,349 | $49.2 萬 | 0.3% | +219+1.0% | 加碼 | – |
| DEODiageo PLC | SPON ADR NEW | 5,482 | $47.3 萬 | 0.3% | +752+15.9% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,612 | $46.4 萬 | 0.3% | +49+1.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 803 | $46.0 萬 | 0.3% | −7−0.9% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 2,785 | $42.3 萬 | 0.3% | −41−1.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 700 | $40.0 萬 | 0.2% | −56−7.4% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,555 | $38.0 萬 | 0.2% | +326+4.5% | 加碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 7,484 | $37.7 萬 | 0.2% | −78−1.0% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,443 | $36.3 萬 | 0.2% | −77−3.1% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 3,888 | $36.2 萬 | 0.2% | +919+31.0% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,574 | $35.9 萬 | 0.2% | +3,574 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 408 | $35.2 萬 | 0.2% | +30+7.9% | 加碼 | 歷史 |
| iShares Tr46436E593 | IBOND DEC 2030 | 17,502 | $34.7 萬 | 0.2% | +274+1.6% | 加碼 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 15,827 | $34.7 萬 | 0.2% | +188+1.2% | 加碼 | – |
| iShares Tr46436E460 | IBONDS DEC 2031 | 16,721 | $34.3 萬 | 0.2% | +6,899+70.2% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 11,571 | $34.3 萬 | 0.2% | +411+3.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,841 | $34.2 萬 | 0.2% | +65+2.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,610 | $33.8 萬 | 0.2% | −230−6.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| LMTLockheed Martin Corp | Stock | 693 | $33.5 萬 | 0.2% | −212−23.4% | 減碼 | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 13,091 | $33.4 萬 | 0.2% | +4,994+61.7% | 加碼 | – |
| CVXChevron Corp | Stock | 2,138 | $32.6 萬 | 0.2% | −17−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,245 | $32.1 萬 | 0.2% | −23−1.8% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 362 | $31.8 萬 | 0.2% | +2+0.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,025 | $31.1 萬 | 0.2% | +27+1.4% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（6 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZTSZoetis Inc. | Stock | 4,047 | $59.2 萬 | 0.4% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,989 | $53.3 萬 | 0.3% | 歷史 |
| CLColgate Palmolive Co | Stock | 6,657 | $53.2 萬 | 0.3% | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 19,124 | $48.2 萬 | 0.3% | – |
| ITWIllinois Tool Works Inc | Stock | 791 | $20.6 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,526 | $20.4 萬 | 0.1% | 歷史 |