DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- 最新申報
- 2026/7/21
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 129
- 較 2025 年第 4 季 −5
- 總值
- $1.55 億
- 較 2025 年第 4 季 −$767.4 萬 (−4.7%)
| 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 | 20,944 | $1,368 萬 | 8.9% | +223+1.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 89,490 | $876.2 萬 | 5.7% | +391+0.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 73,509 | $665.5 萬 | 4.3% | +2,631+3.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 84,380 | $477.4 萬 | 3.1% | −226−0.3% | 減碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 109,895 | $467.0 萬 | 3.0% | −3,379−3.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 25,753 | $449.1 萬 | 2.9% | +238+0.9% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 64,370 | $449.0 萬 | 2.9% | −3,067−4.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 16,067 | $407.8 萬 | 2.6% | +1,349+9.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 95,926 | $405.0 萬 | 2.6% | +10,772+12.7% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 83,864 | $382.6 萬 | 2.5% | +16,544+24.6% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 72,235 | $375.1 萬 | 2.4% | +19,839+37.9% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 60,909 | $359.5 萬 | 2.3% | +4,709+8.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,000 | $358.6 萬 | 2.3% | −273−4.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,615 | $281.9 萬 | 1.8% | −219−2.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 35,182 | $267.6 萬 | 1.7% | −2,104−5.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 26,208 | $260.2 萬 | 1.7% | −6,693−20.3% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 24,633 | $233.9 萬 | 1.5% | +2,011+8.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,747 | $194.0 萬 | 1.3% | −252−3.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,972 | $191.6 萬 | 1.2% | −370−5.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,800 | $182.1 萬 | 1.2% | −83−2.1% | 減碼 | 歷史 |
| TCW ETF Trust29287L205 | TRANS SYSTE ETF | 18,308 | $179.0 萬 | 1.2% | +4,174+29.5% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 22,206 | $155.8 萬 | 1.0% | +22,206 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 7,274 | $151.5 萬 | 1.0% | −155−2.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,428 | $142.1 萬 | 0.9% | −1,209−9.6% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 28,769 | $142.0 萬 | 0.9% | +1,657+6.1% | 加碼 | – |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 37,319 | $141.8 萬 | 0.9% | +317+0.9% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 29,215 | $139.9 萬 | 0.9% | +1,719+6.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 20,557 | $138.8 萬 | 0.9% | +16,558+414.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,135 | $122.1 萬 | 0.8% | +82+4.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,363 | $120.8 萬 | 0.8% | −472−5.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,820 | $117.8 萬 | 0.8% | −308−6.0% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 10,044 | $116.0 萬 | 0.8% | +19+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,951 | $113.3 萬 | 0.7% | +405+11.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,620 | $112.0 萬 | 0.7% | −164−4.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 11,388 | $109.0 萬 | 0.7% | +183+1.6% | 加碼 | – |
| VVisa Inc. | Stock | 3,373 | $101.9 萬 | 0.7% | +48+1.4% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 34,905 | $101.7 萬 | 0.7% | −1,617−4.4% | 減碼 | – |
| ROLRollins Inc | COM | 18,889 | $100.9 萬 | 0.7% | +72+0.4% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 13,367 | $98.4 萬 | 0.6% | +13,367 | 新進 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 9,760 | $98.3 萬 | 0.6% | +212+2.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,060 | $97.5 萬 | 0.6% | −91−7.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,279 | $96.5 萬 | 0.6% | +225+7.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,564 | $95.3 萬 | 0.6% | −35−1.3% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 9,209 | $95.3 萬 | 0.6% | −5,573−37.7% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,787 | $93.5 萬 | 0.6% | +152+1.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,518 | $90.4 萬 | 0.6% | −181−2.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,371 | $89.2 萬 | 0.6% | −452−24.8% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,414 | $86.4 萬 | 0.6% | −419−1.2% | 減碼 | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 11,486 | $81.7 萬 | 0.5% | −33,477−74.5% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,402 | $79.0 萬 | 0.5% | −45−1.8% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 23,291 | $76.7 萬 | 0.5% | +887+4.0% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 19,552 | $75.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 41,074 | $75.0 萬 | 0.5% | −11,948−22.5% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,715 | $72.9 萬 | 0.5% | −413−10.0% | 減碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 29,808 | $72.3 萬 | 0.5% | +692+2.4% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 28,478 | $72.1 萬 | 0.5% | +454+1.6% | 加碼 | – |
| RTXRTX Corp | Stock | 3,700 | $71.4 萬 | 0.5% | −298−7.5% | 減碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 30,543 | $71.0 萬 | 0.5% | +980+3.3% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 32,447 | $71.0 萬 | 0.5% | +1,157+3.7% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 28,448 | $70.6 萬 | 0.5% | −8,873−23.8% | 減碼 | – |
| ACNAccenture plc | Stock | 3,504 | $69.5 萬 | 0.4% | +1,027+41.5% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 27,645 | $67.0 萬 | 0.4% | −584−2.1% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,058 | $66.9 萬 | 0.4% | −131−2.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 26,608 | $65.9 萬 | 0.4% | −1,258−4.5% | 減碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 30,401 | $63.6 萬 | 0.4% | +29+0.1% | 加碼 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 25,171 | $63.6 萬 | 0.4% | +12,080+92.3% | 加碼 | – |
| HONHoneywell International Inc | COM | 2,788 | $63.0 萬 | 0.4% | −250−8.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,167 | $62.2 萬 | 0.4% | −148−6.4% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 3,893 | $60.5 萬 | 0.4% | +3,893 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 453 | $59.8 萬 | 0.4% | −99−17.9% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,742 | $59.8 萬 | 0.4% | −167−8.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,651 | $59.6 萬 | 0.4% | −637−8.7% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 24,609 | $56.4 萬 | 0.4% | +3,260+15.3% | 加碼 | – |
| CATCaterpillar Inc | Stock | 796 | $56.4 萬 | 0.4% | −7−0.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,600 | $56.2 萬 | 0.4% | +6,600 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 5,815 | $56.0 萬 | 0.4% | −409−6.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 872 | $52.7 萬 | 0.3% | +179+25.8% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,129 | $52.0 萬 | 0.3% | −251−7.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,045 | $50.3 萬 | 0.3% | −4,114−50.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,881 | $48.9 萬 | 0.3% | +40+1.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 5,409 | $46.9 萬 | 0.3% | −448−7.6% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,150 | $46.4 萬 | 0.3% | −70−0.9% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,878 | $45.2 萬 | 0.3% | −13,402−73.3% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,980 | $43.6 萬 | 0.3% | +368+14.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 424 | $42.2 萬 | 0.3% | +16+3.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,995 | $41.3 萬 | 0.3% | −143−6.7% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,507 | $41.0 萬 | 0.3% | +25+0.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 787 | $39.3 萬 | 0.3% | +87+12.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,736 | $39.0 萬 | 0.3% | +293+12.0% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 9,821 | $36.1 萬 | 0.2% | −1,531−13.5% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,574 | $36.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 15,827 | $34.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 17,502 | $34.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,315 | $34.4 萬 | 0.2% | +70+5.6% | 加碼 | – |
| MSTRStrategy Inc | Stock | 2,748 | $34.3 萬 | 0.2% | −37−1.3% | 減碼 | 歷史 |
| iShares Tr46436E460 | IBONDS DEC 2031 | 16,721 | $34.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,704 | $33.4 萬 | 0.2% | −851−11.3% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 10,873 | $33.2 萬 | 0.2% | −698−6.0% | 減碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 6,426 | $32.4 萬 | 0.2% | −1,058−14.1% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 1,967 | $31.4 萬 | 0.2% | −58−2.9% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（13 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288646 | ISHS 1-5YR INVS | 19,251 | $101.8 萬 | 0.6% | – |
| ORCLOracle Corp | Stock | 3,600 | $70.2 萬 | 0.4% | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 6,283 | $28.7 萬 | 0.2% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,311 | $26.1 萬 | 0.2% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 533 | $26.0 萬 | 0.2% | – |
| UNHUnitedHealth Group Inc | Stock | 719 | $23.7 萬 | 0.1% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,056 | $23.4 萬 | 0.1% | – |
| INTUIntuit Inc. | Stock | 353 | $23.4 萬 | 0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 744 | $22.9 萬 | 0.1% | 歷史 |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 2,962 | $22.4 萬 | 0.1% | – |
| BACBank of America Corp | Stock | 4,061 | $22.3 萬 | 0.1% | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 4,343 | $21.9 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 4,033 | $20.5 萬 | 0.1% | – |