Shared Vision Wealth Group LLC
- SEC CIK
- 0002008178
- 最新申報
- 2026/7/31
2025 年第 1 季到 2025 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 8 檔
- 估計 +$480.0 萬
- 加碼
- 30 檔
- 估計 +$1,176 萬
- 減碼
- 33 檔
- 估計 −$856.5 萬
- 清倉
- 3 檔
- 估計 −$87.1 萬
總值從 $1.83 億變成 $2.00 億（+$1,710 萬 (+9.3%)），持股從 78 檔變成 83 檔（+5）。
2025 年第 2 季全部持倉2025 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 2 季，下面灰字是 2025 年第 1 季。兩季之間拆股的股票，2025 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 加碼歷史 | 177,852177,298 | +554+0.3% | $3,692 萬$3,938 萬 | +$11.5 萬 | 18.4%21.5% | −3.07 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 38,36040,990 | −2,630−6.4% | $2,435 萬$2,303 萬 | −$167.0 萬 | 12.2%12.6% | −0.41 |
| iShares Tr46434V613 | 減碼– | 429,713469,995 | −40,282−8.6% | $1,976 萬$2,166 萬 | −$185.3 萬 | 9.9%11.8% | −1.96 |
| iShares MSCI USA Quality Factor ETF46432F339 | 加碼– | 39,07338,165 | +908+2.4% | $719.4 萬$652.2 萬 | +$16.7 萬 | 3.6%3.6% | +0.03 |
| BlackRock ETF Trust09290C103 | 加碼– | 121,760120,661 | +1,099+0.9% | $681.7 萬$588.3 萬 | +$6.15 萬 | 3.4%3.2% | +0.19 |
| iShares Tr464288877 | 加碼– | 104,33889,743 | +14,595+16.3% | $660.8 萬$528.9 萬 | +$92.4 萬 | 3.3%2.9% | +0.41 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 57,76860,614 | −2,846−4.7% | $658.0 萬$562.7 萬 | −$32.4 萬 | 3.3%3.1% | +0.21 |
| iShares Tr464288588 | 加碼– | 67,52462,641 | +4,883+7.8% | $628.4 萬$587.4 萬 | +$45.4 萬 | 3.1%3.2% | −0.07 |
| iShares Flexible Income Active ETF092528603 | 加碼– | 90,14070,028 | +20,112+28.7% | $475.4 萬$366.8 萬 | +$106.1 萬 | 2.4%2.0% | +0.37 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 24,02521,953 | +2,072+9.4% | $473.2 萬$418.4 萬 | +$40.8 萬 | 2.4%2.3% | +0.08 |
| iShares Tr464288653 | 加碼– | 45,49434,583 | +10,911+31.6% | $457.2 萬$358.8 萬 | +$109.6 萬 | 2.3%2.0% | +0.32 |
| AVGOBroadcom Inc. | 加碼歷史 | 14,33714,263 | +74+0.5% | $421.1 萬$238.8 萬 | +$2.17 萬 | 2.1%1.3% | +0.80 |
| iShares S&P 100 ETF464287101 | 加碼– | 12,11010,368 | +1,742+16.8% | $379.7 萬$280.8 萬 | +$54.6 萬 | 1.9%1.5% | +0.36 |
| iShares U.S. Treasury Bond ETF46429B267 | 加碼– | 158,033117,033 | +41,000+35.0% | $360.6 萬$269.0 萬 | +$93.6 萬 | 1.8%1.5% | +0.33 |
| iShares Tr464288885 | 減碼– | 32,36633,802 | −1,436−4.2% | $347.9 萬$338.0 萬 | −$15.4 萬 | 1.7%1.8% | −0.11 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 56,84036,768 | +20,072+54.6% | $342.9 萬$198.4 萬 | +$121.1 萬 | 1.7%1.1% | +0.63 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 5,0825,114 | −32−0.6% | $321.2 萬$286.1 萬 | −$2.02 萬 | 1.6%1.6% | +0.04 |
| Vanguard Mun BD FDS922907746 | 加碼– | 65,77063,811 | +1,959+3.1% | $320.2 萬$316.6 萬 | +$9.54 萬 | 1.6%1.7% | −0.13 |
| iShares Core MSCI Total International Stock ETF46432F834 | 加碼– | 40,28319,718 | +20,565+104.3% | $308.8 萬$137.7 萬 | +$157.7 萬 | 1.5%0.8% | +0.79 |
| iShares Tr464287721 | 減碼– | 16,74417,276 | −532−3.1% | $303.6 萬$242.6 萬 | −$9.65 萬 | 1.5%1.3% | +0.19 |
| iShares Tr46435G219 | 加碼– | 54,11935,263 | +18,856+53.5% | $245.0 萬$158.7 萬 | +$85.4 萬 | 1.2%0.9% | +0.36 |
| iShares Tr46435G672 | 新進– | 35,7460 | +35,746 | $182.4 萬$0 | +$182.4 萬 | 0.9%0.0% | +0.91 |
| BlackRock ETF Trust09290C806 | 加碼– | 50,1238,137 | +41,986+516.0% | $181.2 萬$25.8 萬 | +$151.8 萬 | 0.9%0.1% | +0.76 |
| IAUiShares Gold Trust | 減碼歷史 | 25,75430,421 | −4,667−15.3% | $159.7 萬$179.4 萬 | −$28.9 萬 | 0.8%1.0% | −0.18 |
| iShares MSCI USA Momentum Factor ETF46432F396 | 加碼– | 6,2686,067 | +201+3.3% | $151.3 萬$122.6 萬 | +$4.85 萬 | 0.8%0.7% | +0.09 |
| iShares Tr464288281 | 加碼– | 16,13415,726 | +408+2.6% | $149.8 萬$142.5 萬 | +$3.79 萬 | 0.7%0.8% | −0.03 |
| iShares Tr46435G425 | 減碼– | 9,73611,367 | −1,631−14.3% | $134.6 萬$138.6 萬 | −$22.5 萬 | 0.7%0.8% | −0.08 |
| Schwab US Aggregate Bond ETF808524839 | 加碼– | 58,04057,740 | +300+0.5% | $134.1 萬$133.7 萬 | +$6,930 | 0.7%0.7% | −0.06 |
| iShares Tr464288414 | 加碼– | 12,2498,188 | +4,061+49.6% | $127.2 萬$86.3 萬 | +$42.2 萬 | 0.6%0.5% | +0.16 |
| AMZNAmazon Com Inc | 減碼歷史 | 4,6954,790 | −95−2.0% | $109.9 萬$91.1 萬 | −$2.22 萬 | 0.5%0.5% | +0.05 |
| iShares Tr46429B747 | 新進– | 10,2000 | +10,200 | $104.9 萬$0 | +$104.9 萬 | 0.5%0.0% | +0.52 |
| iShares Inc46434G764 | 減碼– | 16,12535,702 | −19,577−54.8% | $101.3 萬$196.7 萬 | −$123.0 萬 | 0.5%1.1% | −0.57 |
| Vanguard Morningstar Growth ETF922908736 | 不變– | 1,9781,978 | 00.0% | $90.1 萬$73.4 萬 | $0 | 0.4%0.4% | +0.05 |
| iShares Tr46436E619 | 減碼– | 20,41028,023 | −7,613−27.2% | $88.4 萬$121.4 萬 | −$33.0 萬 | 0.4%0.7% | −0.22 |
| COSTCostco Wholesale Corp | 加碼歷史 | 936921 | +15+1.6% | $88.0 萬$87.1 萬 | +$1.41 萬 | 0.4%0.5% | −0.04 |
| iShares Tr46435G409 | 減碼– | 26,53626,752 | −216−0.8% | $87.4 萬$81.1 萬 | −$7,114.94 | 0.4%0.4% | −0.01 |
| MSFTMicrosoft Corp | 加碼歷史 | 1,6301,628 | +2+0.1% | $87.0 萬$61.1 萬 | +$1,067.1 | 0.4%0.3% | +0.10 |
| iShares Tr464287861 | 減碼– | 13,73414,193 | −459−3.2% | $84.8 萬$82.6 萬 | −$2.83 萬 | 0.4%0.5% | −0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 2,6832,683 | 00.0% | $83.4 萬$73.7 萬 | $0 | 0.4%0.4% | +0.01 |
| iShares Tr464287432 | 減碼– | 9,24512,509 | −3,264−26.1% | $80.4 萬$113.9 萬 | −$28.4 萬 | 0.4%0.6% | −0.22 |
| iShares Tr464288109 | 減碼– | 9,06511,081 | −2,016−18.2% | $76.1 萬$90.3 萬 | −$16.9 萬 | 0.4%0.5% | −0.11 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 1,5981,571 | +27+1.7% | $75.4 萬$83.7 萬 | +$1.27 萬 | 0.4%0.5% | −0.08 |
| NVDANVIDIA Corp | 減碼歷史 | 3,9105,789 | −1,879−32.5% | $69.6 萬$62.7 萬 | −$33.4 萬 | 0.3%0.3% | 0.00 |
| iShares Russell 2000 ETF464287655 | 減碼– | 2,9163,185 | −269−8.4% | $64.0 萬$63.5 萬 | −$5.90 萬 | 0.3%0.3% | −0.03 |
| iShares Tr46435G102 | 減碼– | 6,5498,336 | −1,787−21.4% | $60.6 萬$69.7 萬 | −$16.5 萬 | 0.3%0.4% | −0.08 |
| BlackRock ETF Trust09290C780 | 新進– | 17,9150 | +17,915 | $55.9 萬$0 | +$55.9 萬 | 0.3%0.0% | +0.28 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 4,5784,180 | +398+9.5% | $50.5 萬$43.7 萬 | +$4.39 萬 | 0.3%0.2% | +0.01 |
| Dimensional ETF Trust25434V401 | 不變– | 7,2907,290 | 00.0% | $50.0 萬$44.1 萬 | $0 | 0.2%0.2% | +0.01 |
| iShares Tr46435U218 | 減碼– | 4,4794,490 | −11−0.2% | $49.9 萬$43.0 萬 | −$1,224.31 | 0.2%0.2% | +0.01 |
| iShares Tr464287622 | 加碼– | 1,3071,233 | +74+6.0% | $45.4 萬$37.8 萬 | +$2.57 萬 | 0.2%0.2% | +0.02 |
| Vanguard Malvern FDS922020805 | 不變– | 8,8858,885 | 00.0% | $44.4 萬$44.3 萬 | $0 | 0.2%0.2% | −0.02 |
| JNJJohnson & Johnson | 加碼歷史 | 2,6702,669 | +10.0% | $44.0 萬$44.3 萬 | +$164.72 | 0.2%0.2% | −0.02 |
| Invesco Exch Traded FD Tr II46138E206 | 新進– | 18,3090 | +18,309 | $41.9 萬$0 | +$41.9 萬 | 0.2%0.0% | +0.21 |
| iShares Core MSCI Eafe ETF46432F842 | 減碼– | 4,9224,953 | −31−0.6% | $40.3 萬$37.5 萬 | −$2,538.19 | 0.2%0.2% | 0.00 |
| Vanguard S&P 500 ETF922908363 | 不變– | 693693 | 00.0% | $40.3 萬$35.6 萬 | $0 | 0.2%0.2% | +0.01 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 減碼– | 3,6905,098 | −1,408−27.6% | $40.3 萬$55.4 萬 | −$15.4 萬 | 0.2%0.3% | −0.10 |
| J P Morgan Exchange Traded F46641Q399 | 加碼– | 3,5013,019 | +482+16.0% | $40.1 萬$30.5 萬 | +$5.52 萬 | 0.2%0.2% | +0.03 |
| iShares Tr464287234 | 減碼– | 7,9299,600 | −1,671−17.4% | $38.5 萬$42.0 萬 | −$8.11 萬 | 0.2%0.2% | −0.04 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 不變– | 1,4321,432 | 00.0% | $37.6 萬$29.6 萬 | $0 | 0.2%0.2% | +0.03 |
| SPDR Series Trust78464A763 | 不變– | 2,6532,653 | 00.0% | $36.3 萬$36.0 萬 | $0 | 0.2%0.2% | −0.02 |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | 減碼– | 3,2113,340 | −129−3.9% | $33.3 萬$34.8 萬 | −$1.34 萬 | 0.2%0.2% | −0.02 |
| Fidelity High Dividend ETF316092840 | 不變– | 5,7005,700 | 00.0% | $30.5 萬$28.3 萬 | $0 | 0.2%0.2% | 0.00 |
| iShares Tr46432F388 | 減碼– | 2,6002,640 | −40−1.5% | $29.4 萬$28.2 萬 | −$4,517.38 | 0.1%0.2% | −0.01 |
| iShares Tr46434V860 | 減碼– | 5,6938,861 | −3,168−35.8% | $28.8 萬$44.9 萬 | −$16.0 萬 | 0.1%0.2% | −0.10 |
| Fidelity Covington Trust316092618 | 不變– | 5,8695,869 | 00.0% | $28.6 萬$28.2 萬 | $0 | 0.1%0.2% | −0.01 |
| iShares U S ETF Tr46431W507 | 新進– | 5,4530 | +5,453 | $27.8 萬$0 | +$27.8 萬 | 0.1%0.0% | +0.14 |
| Vanguard Morningstar Small-Cap ETF922908751 | 不變– | 1,1411,141 | 00.0% | $27.6 萬$25.3 萬 | $0 | 0.1%0.1% | 0.00 |
| Schwab International Equity ETF808524805 | 新進– | 12,1460 | +12,146 | $26.5 萬$0 | +$26.5 萬 | 0.1%0.0% | +0.13 |
| iShares Tr46429B333 | 加碼– | 6,0365,010 | +1,026+20.5% | $26.3 萬$22.0 萬 | +$4.47 萬 | 0.1%0.1% | +0.01 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | 減碼– | 5,0575,351 | −294−5.5% | $25.9 萬$27.3 萬 | −$1.51 萬 | 0.1%0.1% | −0.02 |
| iShares Russell Midcap ETF464287499 | 減碼– | 2,7542,818 | −64−2.3% | $25.8 萬$24.0 萬 | −$5,998.25 | 0.1%0.1% | 0.00 |
| iShares Tr464288166 | 加碼– | 2,3282,286 | +42+1.8% | $25.4 萬$25.0 萬 | +$4,588.48 | 0.1%0.1% | −0.01 |
| iShares Tr464288356 | 減碼– | 4,50711,362 | −6,855−60.3% | $25.0 萬$63.9 萬 | −$38.0 萬 | 0.1%0.3% | −0.22 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | 不變– | 1,2441,244 | 00.0% | $24.7 萬$23.2 萬 | $0 | 0.1%0.1% | 0.00 |
| Flexshares Tr33939L605 | 不變– | 9,7119,711 | 00.0% | $23.4 萬$23.5 萬 | $0 | 0.1%0.1% | −0.01 |
| BlackRock ETF Trust II092528843 | 減碼– | 4,9016,587 | −1,686−25.6% | $23.3 萬$32.6 萬 | −$8.01 萬 | 0.1%0.2% | −0.06 |
| iShares Russell Mid-Cap Growth ETF464287481 | 減碼– | 1,6352,008 | −373−18.6% | $23.1 萬$23.6 萬 | −$5.27 萬 | 0.1%0.1% | −0.01 |
| iShares Tips Bond ETF464287176 | 減碼– | 2,1042,772 | −668−24.1% | $23.1 萬$30.8 萬 | −$7.33 萬 | 0.1%0.2% | −0.05 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 2,4882,857 | −369−12.9% | $23.0 萬$26.8 萬 | −$3.42 萬 | 0.1%0.1% | −0.03 |
| iShares Tr46435G250 | 減碼– | 4,8039,975 | −5,172−51.8% | $22.8 萬$47.0 萬 | −$24.5 萬 | 0.1%0.3% | −0.14 |
| UNPUnion Pacific Corp | 加碼歷史 | 971966 | +5+0.5% | $21.6 萬$22.8 萬 | +$1,110.31 | 0.1%0.1% | −0.02 |
| iShares Core High Dividend ETF46429B663 | 新進– | 1,7200 | +1,720 | $20.3 萬$0 | +$20.3 萬 | 0.1%0.0% | +0.10 |
| VanEck ETF Trust92189H409 | 新進– | 4,1060 | +4,106 | $20.2 萬$0 | +$20.2 萬 | 0.1%0.0% | +0.10 |
| iShares Tr46434V803 | 清倉– | 012,149 | −12,149−100.0% | $0$44.1 萬 | −$44.1 萬 | 0.0%0.2% | −0.24 |
| iShares Tr464287440 | 清倉– | 02,378 | −2,378−100.0% | $0$22.7 萬 | −$22.7 萬 | 0.0%0.1% | −0.12 |
| LLYEli Lilly & Co | 清倉歷史 | 0246 | −246−100.0% | $0$20.4 萬 | −$20.4 萬 | 0.0%0.1% | −0.11 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。