DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 145
- 較 2026 年第 1 季 +16
- 總值
- $1.79 億
- 較 2026 年第 1 季 +$2,414 萬 (+15.6%)
| 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 | 21,569 | $1,615 萬 | 9.0% | +625+3.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 92,024 | $1,095 萬 | 6.1% | +2,534+2.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 76,882 | $742.5 萬 | 4.2% | +3,373+4.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 27,759 | $555.4 萬 | 3.1% | +2,006+7.8% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 65,957 | $546.4 萬 | 3.1% | +1,587+2.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 88,440 | $537.6 萬 | 3.0% | +4,060+4.8% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 114,012 | $535.0 萬 | 3.0% | +4,117+3.7% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 119,240 | $503.3 萬 | 2.8% | +23,314+24.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 16,287 | $471.3 萬 | 2.6% | +220+1.4% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 93,406 | $424.9 萬 | 2.4% | +9,542+11.4% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 79,589 | $416.6 萬 | 2.3% | +7,354+10.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,850 | $401.8 萬 | 2.2% | −150−2.5% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 65,390 | $333.8 萬 | 1.9% | +4,481+7.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,105 | $302.3 萬 | 1.7% | +490+6.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 35,343 | $287.2 萬 | 1.6% | +161+0.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 27,485 | $272.0 萬 | 1.5% | +1,277+4.9% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 26,011 | $245.9 萬 | 1.4% | +1,378+5.6% | 加碼 | – |
| TCW ETF Trust29287L205 | TRANS SYSTE ETF | 19,584 | $240.8 萬 | 1.3% | +1,276+7.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,510 | $232.6 萬 | 1.3% | −237−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,980 | $221.3 萬 | 1.2% | +8+0.1% | 加碼 | – |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 39,016 | $188.4 萬 | 1.1% | +1,697+4.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,754 | $187.8 萬 | 1.1% | −46−1.2% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 24,390 | $184.9 萬 | 1.0% | +2,184+9.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 7,620 | $181.6 萬 | 1.0% | +346+4.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 22,058 | $170.1 萬 | 1.0% | +1,501+7.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 4,463 | $168.6 萬 | 0.9% | +843+23.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,274 | $167.2 萬 | 0.9% | −154−1.3% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 30,343 | $162.7 萬 | 0.9% | +1,574+5.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,425 | $156.3 萬 | 0.9% | +474+12.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 30,866 | $147.4 萬 | 0.8% | +1,651+5.7% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 23,811 | $125.5 萬 | 0.7% | +520+2.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,195 | $123.6 萬 | 0.7% | +60+2.8% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 10,037 | $120.6 萬 | 0.7% | −7−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,665 | $120.0 萬 | 0.7% | +386+11.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,142 | $119.4 萬 | 0.7% | −221−2.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 34,326 | $116.2 萬 | 0.7% | −579−1.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 942 | $113.0 萬 | 0.6% | −118−11.1% | 減碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 11,171 | $112.1 萬 | 0.6% | +1,411+14.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 15,211 | $111.7 萬 | 0.6% | +1,844+13.8% | 加碼 | – |
| VVisa Inc. | Stock | 3,248 | $111.4 萬 | 0.6% | −125−3.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,364 | $110.8 萬 | 0.6% | −456−9.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,622 | $110.3 萬 | 0.6% | +58+2.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,372 | $102.4 萬 | 0.6% | +1+0.1% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,060 | $98.6 萬 | 0.6% | −354−1.0% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 9,518 | $97.2 萬 | 0.5% | +309+3.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,857 | $95.3 萬 | 0.5% | +339+4.0% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 9,809 | $93.6 萬 | 0.5% | −978−9.1% | 減碼 | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 10,341 | $88.8 萬 | 0.5% | −1,145−10.0% | 減碼 | – |
| BNLBroadstone Net Lease, Inc. | COM | 41,074 | $84.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 732 | $84.5 萬 | 0.5% | +86+13.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 785 | $83.6 萬 | 0.5% | −11−1.4% | 減碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 33,044 | $83.4 萬 | 0.5% | +4,566+16.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,289 | $80.7 萬 | 0.5% | −113−4.7% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,701 | $80.7 萬 | 0.5% | −14−0.4% | 減碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 32,496 | $78.7 萬 | 0.4% | +2,688+9.0% | 加碼 | – |
| ROLRollins Inc | COM | 18,805 | $78.5 萬 | 0.4% | −84−0.4% | 減碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 32,183 | $78.0 萬 | 0.4% | +4,538+16.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 26,870 | $74.4 萬 | 0.4% | +262+1.0% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,747 | $73.8 萬 | 0.4% | +689+11.4% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 28,448 | $72.4 萬 | 0.4% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 3,745 | $71.1 萬 | 0.4% | +45+1.2% | 加碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 30,253 | $70.1 萬 | 0.4% | −290−0.9% | 減碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 32,138 | $70.1 萬 | 0.4% | −309−1.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,592 | $69.2 萬 | 0.4% | −76−0.9% | 減碼依 4 比 1 拆股換算 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 19,915 | $66.3 萬 | 0.4% | +363+1.9% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 317 | $63.0 萬 | 0.4% | −136−30.0% | 減碼 | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 24,903 | $62.7 萬 | 0.4% | −268−1.1% | 減碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 30,078 | $62.7 萬 | 0.4% | −323−1.1% | 減碼 | – |
| DISWalt Disney Co | Stock | 6,199 | $59.7 萬 | 0.3% | +384+6.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,677 | $59.4 萬 | 0.3% | −65−3.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,005 | $58.4 萬 | 0.3% | +1,005 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,633 | $57.6 萬 | 0.3% | −1,018−15.3% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,431 | $56.9 萬 | 0.3% | +1,431 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 11,151 | $53.5 萬 | 0.3% | +1,330+13.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,501 | $53.0 萬 | 0.3% | −5,887−51.7% | 減碼 | – |
| HONHoneywell International Inc | Stock | 2,364 | $52.9 萬 | 0.3% | +2,364 | 新進 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 2,371 | $52.4 萬 | 0.3% | +2,371 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 5,693 | $52.2 萬 | 0.3% | −907−13.7% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 22,026 | $50.2 萬 | 0.3% | −2,583−10.5% | 減碼 | – |
| ULUnilever PLC | SPON ADR NEW | 8,273 | $49.7 萬 | 0.3% | +123+1.5% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,628 | $49.5 萬 | 0.3% | −501−16.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,985 | $45.1 萬 | 0.3% | −60−1.5% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,738 | $45.0 萬 | 0.3% | +2+0.1% | 加碼 | – |
| MDTMedtronic plc | Stock | 5,676 | $44.4 萬 | 0.2% | +267+4.9% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,514 | $44.3 萬 | 0.2% | +7+0.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 866 | $44.1 萬 | 0.2% | −6−0.7% | 減碼 | 歷史 |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 20,302 | $44.0 萬 | 0.2% | +4,475+28.3% | 加碼 | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 22,488 | $43.9 萬 | 0.2% | +4,986+28.5% | 加碼 | – |
| iShares Tr46436E460 | IBONDS DEC 2031 | 21,577 | $43.6 萬 | 0.2% | +4,856+29.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 452 | $42.3 萬 | 0.2% | +28+6.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 566 | $41.7 萬 | 0.2% | +76+15.5% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,269 | $41.2 萬 | 0.2% | −609−12.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,324 | $40.1 萬 | 0.2% | +9+0.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 1,449 | $39.4 萬 | 0.2% | +204+16.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 2,853 | $39.0 萬 | 0.2% | +2,853 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 893 | $38.7 萬 | 0.2% | +893 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 10,732 | $37.4 萬 | 0.2% | −141−1.3% | 減碼 | – |
| MAMastercard Inc | Stock | 719 | $36.9 萬 | 0.2% | −68−8.6% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,452 | $36.6 萬 | 0.2% | −3−0.2% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 4,411 | $36.5 萬 | 0.2% | +558+14.5% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（7 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 2,788 | $63.0 萬 | 0.4% | 歷史 |
| PEPPepsiCo Inc | Stock | 3,893 | $60.5 萬 | 0.4% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,881 | $48.9 萬 | 0.3% | 歷史 |
| MCDMcDonalds Corp | Stock | 725 | $22.5 萬 | 0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,456 | $21.3 萬 | 0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 4,516 | $20.9 萬 | 0.1% | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 558 | $20.7 萬 | 0.1% | – |