Shared Vision Wealth Group LLC
- SEC CIK
- 0002008178
- 最新申報
- 2026/7/31
2025 年第 2 季到 2025 年第 3 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
- 16 檔
- 估計 +$821.0 萬
- 加碼
- 33 檔
- 估計 +$1,894 萬
- 減碼
- 30 檔
- 估計 −$882.0 萬
- 清倉
- 1 檔
- 估計 −$22.8 萬
總值從 $2.00 億變成 $2.36 億（+$3,600 萬 (+18.0%)），持股從 83 檔變成 98 檔（+15）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 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. | 減碼歷史 | 176,916177,852 | −936−0.5% | $4,572 萬$3,692 萬 | −$24.2 萬 | 19.4%18.4% | +0.92 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 37,71438,360 | −646−1.7% | $2,531 萬$2,435 萬 | −$43.4 萬 | 10.7%12.2% | −1.45 |
| iShares Tr46434V613 | 減碼– | 398,758429,713 | −30,955−7.2% | $1,879 萬$1,976 萬 | −$145.8 萬 | 8.0%9.9% | −1.92 |
| BlackRock ETF Trust09290C103 | 加碼– | 135,738121,760 | +13,978+11.5% | $801.7 萬$681.7 萬 | +$82.6 萬 | 3.4%3.4% | −0.01 |
| iShares MSCI USA Quality Factor ETF46432F339 | 減碼– | 35,83639,073 | −3,237−8.3% | $698.3 萬$719.4 萬 | −$63.1 萬 | 3.0%3.6% | −0.64 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 56,60657,768 | −1,162−2.0% | $682.0 萬$658.0 萬 | −$14.0 萬 | 2.9%3.3% | −0.40 |
| iShares Tr464288877 | 減碼– | 99,795104,338 | −4,543−4.4% | $680.0 萬$660.8 萬 | −$31.0 萬 | 2.9%3.3% | −0.42 |
| iShares Tr464288588 | 加碼– | 69,70267,524 | +2,178+3.2% | $669.5 萬$628.4 萬 | +$20.9 萬 | 2.8%3.1% | −0.30 |
| iShares S&P 100 ETF464287101 | 加碼– | 19,31912,110 | +7,209+59.5% | $646.5 萬$379.7 萬 | +$241.2 萬 | 2.7%1.9% | +0.84 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 9,5165,082 | +4,434+87.2% | $635.5 萬$321.2 萬 | +$296.1 萬 | 2.7%1.6% | +1.09 |
| iShares Tr464288653 | 加碼– | 57,75545,494 | +12,261+27.0% | $608.5 萬$457.2 萬 | +$129.2 萬 | 2.6%2.3% | +0.29 |
| iShares Flexible Income Active ETF092528603 | 加碼– | 102,95290,140 | +12,812+14.2% | $549.5 萬$475.4 萬 | +$68.4 萬 | 2.3%2.4% | −0.05 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 26,19524,025 | +2,170+9.0% | $544.8 萬$473.2 萬 | +$45.1 萬 | 2.3%2.4% | −0.06 |
| AVGOBroadcom Inc. | 加碼歷史 | 14,36214,337 | +25+0.2% | $488.7 萬$421.1 萬 | +$8,507.35 | 2.1%2.1% | −0.03 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 72,69056,840 | +15,850+27.9% | $487.5 萬$342.9 萬 | +$106.3 萬 | 2.1%1.7% | +0.35 |
| iShares U.S. Treasury Bond ETF46429B267 | 加碼– | 158,904158,033 | +871+0.6% | $371.2 萬$360.6 萬 | +$2.03 萬 | 1.6%1.8% | −0.23 |
| iShares Core MSCI Total International Stock ETF46432F834 | 減碼– | 39,65040,283 | −633−1.6% | $331.0 萬$308.8 萬 | −$5.28 萬 | 1.4%1.5% | −0.14 |
| Vanguard Mun BD FDS922907746 | 減碼– | 65,41365,770 | −357−0.5% | $330.9 萬$320.2 萬 | −$1.81 萬 | 1.4%1.6% | −0.20 |
| IAUiShares Gold Trust | 加碼歷史 | 37,27525,754 | +11,521+44.7% | $288.1 萬$159.7 萬 | +$89.0 萬 | 1.2%0.8% | +0.42 |
| iShares Tr46435G672 | 加碼– | 53,34035,746 | +17,594+49.2% | $276.3 萬$182.4 萬 | +$91.1 萬 | 1.2%0.9% | +0.26 |
| BlackRock ETF Trust09290C806 | 加碼– | 67,75550,123 | +17,632+35.2% | $255.7 萬$181.2 萬 | +$66.5 萬 | 1.1%0.9% | +0.18 |
| Vanguard Calif Tax Free FDS922021605 | 新進– | 25,2300 | +25,230 | $253.6 萬$0 | +$253.6 萬 | 1.1%0.0% | +1.07 |
| iShares Tr46435G219 | 減碼– | 52,74354,119 | −1,376−2.5% | $244.5 萬$245.0 萬 | −$6.38 萬 | 1.0%1.2% | −0.19 |
| BlackRock ETF Trust09290C780 | 加碼– | 67,73917,915 | +49,824+278.1% | $231.9 萬$55.9 萬 | +$170.5 萬 | 1.0%0.3% | +0.70 |
| Schwab International Equity ETF808524805 | 加碼– | 84,87212,146 | +72,726+598.8% | $200.8 萬$26.5 萬 | +$172.1 萬 | 0.9%0.1% | +0.72 |
| iShares Tr464288281 | 加碼– | 17,26416,134 | +1,130+7.0% | $165.9 萬$149.8 萬 | +$10.9 萬 | 0.7%0.7% | −0.05 |
| iShares MSCI USA Momentum Factor ETF46432F396 | 加碼– | 6,5336,268 | +265+4.2% | $163.9 萬$151.3 萬 | +$6.65 萬 | 0.7%0.8% | −0.06 |
| iShares Tr464288885 | 減碼– | 12,85932,366 | −19,507−60.3% | $149.2 萬$347.9 萬 | −$226.4 萬 | 0.6%1.7% | −1.11 |
| iShares Tr46429B747 | 加碼– | 13,91910,200 | +3,719+36.5% | $144.2 萬$104.9 萬 | +$38.5 萬 | 0.6%0.5% | +0.09 |
| iShares Tr464287721 | 減碼– | 7,17416,744 | −9,570−57.2% | $141.8 萬$303.6 萬 | −$189.2 萬 | 0.6%1.5% | −0.92 |
| iShares Tr46435G425 | 減碼– | 9,6209,736 | −116−1.2% | $140.5 萬$134.6 萬 | −$1.69 萬 | 0.6%0.7% | −0.08 |
| Schwab US Aggregate Bond ETF808524839 | 減碼– | 55,88458,040 | −2,156−3.7% | $132.4 萬$134.1 萬 | −$5.11 萬 | 0.6%0.7% | −0.11 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | 加碼– | 5,7491,244 | +4,505+362.1% | $119.4 萬$24.7 萬 | +$93.5 萬 | 0.5%0.1% | +0.38 |
| iShares Tr464288414 | 減碼– | 11,00212,249 | −1,247−10.2% | $118.4 萬$127.2 萬 | −$13.4 萬 | 0.5%0.6% | −0.13 |
| VanEck ETF Trust92189H409 | 加碼– | 22,0894,106 | +17,983+438.0% | $113.1 萬$20.2 萬 | +$92.1 萬 | 0.5%0.1% | +0.38 |
| iShares Tr46436E619 | 加碼– | 23,72820,410 | +3,318+16.3% | $105.2 萬$88.4 萬 | +$14.7 萬 | 0.4%0.4% | 0.00 |
| Vanguard Morningstar Growth ETF922908736 | 不變– | 1,9781,978 | 00.0% | $95.2 萬$90.1 萬 | $0 | 0.4%0.4% | −0.05 |
| AMZNAmazon Com Inc | 減碼歷史 | 4,3584,695 | −337−7.2% | $95.0 萬$109.9 萬 | −$7.35 萬 | 0.4%0.5% | −0.15 |
| iShares Tr46435G409 | 減碼– | 26,01026,536 | −526−2.0% | $92.6 萬$87.4 萬 | −$1.87 萬 | 0.4%0.4% | −0.04 |
| COSTCostco Wholesale Corp | 加碼歷史 | 939936 | +3+0.3% | $88.7 萬$88.0 萬 | +$2,833.91 | 0.4%0.4% | −0.06 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 2,6832,683 | 00.0% | $88.2 萬$83.4 萬 | $0 | 0.4%0.4% | −0.04 |
| iShares Tr464288760 | 新進– | 4,0900 | +4,090 | $86.1 萬$0 | +$86.1 萬 | 0.4%0.0% | +0.36 |
| Invesco Exch Traded FD Tr II46138E206 | 加碼– | 35,30918,309 | +17,000+92.9% | $85.8 萬$41.9 萬 | +$41.3 萬 | 0.4%0.2% | +0.15 |
| MSFTMicrosoft Corp | 加碼歷史 | 1,6321,630 | +2+0.1% | $85.0 萬$87.0 萬 | +$1,041.26 | 0.4%0.4% | −0.07 |
| iShares Tr464287861 | 減碼– | 12,68513,734 | −1,049−7.6% | $84.0 萬$84.8 萬 | −$6.95 萬 | 0.4%0.4% | −0.07 |
| Schwab Strategic Tr808524649 | 新進– | 32,0000 | +32,000 | $82.9 萬$0 | +$82.9 萬 | 0.4%0.0% | +0.35 |
| iShares Tr464288109 | 不變– | 9,0659,065 | 00.0% | $82.0 萬$76.1 萬 | $0 | 0.3%0.4% | −0.03 |
| BRK.BBerkshire Hathaway Inc | 不變歷史 | 1,5981,598 | 00.0% | $78.6 萬$75.4 萬 | $0 | 0.3%0.4% | −0.04 |
| iShares Tr46435G102 | 加碼– | 7,1716,549 | +622+9.5% | $72.0 萬$60.6 萬 | +$6.25 萬 | 0.3%0.3% | 0.00 |
| NVDANVIDIA Corp | 加碼歷史 | 3,9903,910 | +80+2.0% | $71.9 萬$69.6 萬 | +$1.44 萬 | 0.3%0.3% | −0.04 |
| iShares Russell 2000 ETF464287655 | 不變– | 2,9162,916 | 00.0% | $71.0 萬$64.0 萬 | $0 | 0.3%0.3% | −0.02 |
| iShares Tr464287432 | 減碼– | 7,6029,245 | −1,643−17.8% | $70.0 萬$80.4 萬 | −$15.1 萬 | 0.3%0.4% | −0.11 |
| iShares Inc46434G764 | 減碼– | 8,16916,125 | −7,956−49.3% | $57.8 萬$101.3 萬 | −$56.3 萬 | 0.2%0.5% | −0.26 |
| Fidelity Comwlth Tr315912808 | 新進– | 6,3000 | +6,300 | $56.3 萬$0 | +$56.3 萬 | 0.2%0.0% | +0.24 |
| Dimensional ETF Trust25434V401 | 不變– | 7,2907,290 | 00.0% | $52.9 萬$50.0 萬 | $0 | 0.2%0.2% | −0.03 |
| iShares Tr46435U218 | 不變– | 4,4794,479 | 00.0% | $52.7 萬$49.9 萬 | $0 | 0.2%0.2% | −0.03 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 4,4024,578 | −176−3.8% | $52.3 萬$50.5 萬 | −$2.09 萬 | 0.2%0.3% | −0.03 |
| JNJJohnson & Johnson | 不變歷史 | 2,6702,670 | 00.0% | $51.5 萬$44.0 萬 | $0 | 0.2%0.2% | 0.00 |
| iShares Tr464287622 | 不變– | 1,3071,307 | 00.0% | $47.9 萬$45.4 萬 | $0 | 0.2%0.2% | −0.02 |
| Vanguard Malvern FDS922020805 | 不變– | 8,8858,885 | 00.0% | $44.6 萬$44.4 萬 | $0 | 0.2%0.2% | −0.03 |
| iShares Core MSCI Eafe ETF46432F842 | 加碼– | 4,9434,922 | +21+0.4% | $43.6 萬$40.3 萬 | +$1,850.47 | 0.2%0.2% | −0.02 |
| iShares Tr464287234 | 減碼– | 7,9227,929 | −7−0.1% | $43.0 萬$38.5 萬 | −$379.82 | 0.2%0.2% | −0.01 |
| Vanguard Financials ETF92204A405 | 新進– | 3,3320 | +3,332 | $42.6 萬$0 | +$42.6 萬 | 0.2%0.0% | +0.18 |
| Vanguard S&P 500 ETF922908363 | 不變– | 693693 | 00.0% | $42.5 萬$40.3 萬 | $0 | 0.2%0.2% | −0.02 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 不變– | 1,4321,432 | 00.0% | $40.9 萬$37.6 萬 | $0 | 0.2%0.2% | −0.01 |
| J P Morgan Exchange Traded F46641Q399 | 減碼– | 3,3053,501 | −196−5.6% | $40.0 萬$40.1 萬 | −$2.37 萬 | 0.2%0.2% | −0.03 |
| iShares Future AI & Tech ETF46435U556 | 新進– | 8,1040 | +8,104 | $38.8 萬$0 | +$38.8 萬 | 0.2%0.0% | +0.16 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 減碼– | 3,3543,690 | −336−9.1% | $37.8 萬$40.3 萬 | −$3.79 萬 | 0.2%0.2% | −0.04 |
| SPDR Series Trust78464A763 | 不變– | 2,6532,653 | 00.0% | $37.1 萬$36.3 萬 | $0 | 0.2%0.2% | −0.02 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 新進– | 1,2000 | +1,200 | $35.0 萬$0 | +$35.0 萬 | 0.1%0.0% | +0.15 |
| BlackRock ETF Trust II092528884 | 新進– | 6,9050 | +6,905 | $34.9 萬$0 | +$34.9 萬 | 0.1%0.0% | +0.15 |
| iShares Tr46432F388 | 不變– | 2,6002,600 | 00.0% | $33.1 萬$29.4 萬 | $0 | 0.1%0.1% | −0.01 |
| Fidelity High Dividend ETF316092840 | 不變– | 5,7005,700 | 00.0% | $31.8 萬$30.5 萬 | $0 | 0.1%0.2% | −0.02 |
| iShares MSCI Eafe ETF464287465 | 新進– | 3,3490 | +3,349 | $31.6 萬$0 | +$31.6 萬 | 0.1%0.0% | +0.13 |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | 減碼– | 2,9333,211 | −278−8.7% | $31.2 萬$33.3 萬 | −$2.96 萬 | 0.1%0.2% | −0.03 |
| iShares Tr464288166 | 加碼– | 2,7112,328 | +383+16.5% | $30.1 萬$25.4 萬 | +$4.25 萬 | 0.1%0.1% | 0.00 |
| Vanguard Morningstar Small-Cap ETF922908751 | 不變– | 1,1411,141 | 00.0% | $29.0 萬$27.6 萬 | $0 | 0.1%0.1% | −0.01 |
| Fidelity Covington Trust316092618 | 不變– | 5,8695,869 | 00.0% | $28.9 萬$28.6 萬 | $0 | 0.1%0.1% | −0.02 |
| iShares U S ETF Tr46431W507 | 加碼– | 5,4895,453 | +36+0.7% | $28.2 萬$27.8 萬 | +$1,847.81 | 0.1%0.1% | −0.02 |
| iShares Russell Midcap ETF464287499 | 加碼– | 2,8742,754 | +120+4.4% | $27.6 萬$25.8 萬 | +$1.15 萬 | 0.1%0.1% | −0.01 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | 加碼– | 5,0815,057 | +24+0.5% | $26.7 萬$25.9 萬 | +$1,262.74 | 0.1%0.1% | −0.02 |
| iShares Tr46429B333 | 減碼– | 5,9596,036 | −77−1.3% | $26.7 萬$26.3 萬 | −$3,453.8 | 0.1%0.1% | −0.02 |
| DIASPDR Dow Jones Industrial Average ETF Trust | 新進歷史 | 5450 | +545 | $25.4 萬$0 | +$25.4 萬 | 0.1%0.0% | +0.11 |
| iShares Tr464288356 | 減碼– | 4,4104,507 | −97−2.2% | $25.4 萬$25.0 萬 | −$5,587.44 | 0.1%0.1% | −0.02 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | 新進– | 6,7940 | +6,794 | $24.7 萬$0 | +$24.7 萬 | 0.1%0.0% | +0.10 |
| iShares Tr464287440 | 新進– | 2,4850 | +2,485 | $24.3 萬$0 | +$24.3 萬 | 0.1%0.0% | +0.10 |
| Flexshares Tr33939L605 | 不變– | 9,7119,711 | 00.0% | $23.7 萬$23.4 萬 | $0 | 0.1%0.1% | −0.02 |
| BlackRock ETF Trust II092528843 | 減碼– | 4,7744,901 | −127−2.6% | $23.5 萬$23.3 萬 | −$6,264.34 | 0.1%0.1% | −0.02 |
| iShares Russell Mid-Cap Growth ETF464287481 | 不變– | 1,6351,635 | 00.0% | $23.2 萬$23.1 萬 | $0 | 0.1%0.1% | −0.02 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 新進– | 2,5000 | +2,500 | $22.6 萬$0 | +$22.6 萬 | 0.1%0.0% | +0.10 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 2,3592,488 | −129−5.2% | $22.3 萬$23.0 萬 | −$1.22 萬 | 0.1%0.1% | −0.02 |
| UNPUnion Pacific Corp | 加碼歷史 | 975971 | +4+0.4% | $22.0 萬$21.6 萬 | +$900.85 | 0.1%0.1% | −0.01 |
| State Street SPDR NYSE Technology ETF78464A102 | 新進– | 7810 | +781 | $21.6 萬$0 | +$21.6 萬 | 0.1%0.0% | +0.09 |
| iShares Tips Bond ETF464287176 | 減碼– | 1,9232,104 | −181−8.6% | $21.6 萬$23.1 萬 | −$2.03 萬 | 0.1%0.1% | −0.02 |
| iShares Core High Dividend ETF46429B663 | 加碼– | 1,7211,720 | +1+0.1% | $21.1 萬$20.3 萬 | +$122.53 | 0.1%0.1% | −0.01 |
| iShares Tr46434V860 | 減碼– | 4,1635,693 | −1,530−26.9% | $21.0 萬$28.8 萬 | −$7.73 萬 | 0.1%0.1% | −0.05 |
| J P Morgan Exchange Traded F46641Q167 | 新進– | 2,9710 | +2,971 | $20.5 萬$0 | +$20.5 萬 | 0.1%0.0% | +0.09 |
| LLYEli Lilly & Co | 新進歷史 | 2470 | +247 | $20.1 萬$0 | +$20.1 萬 | 0.1%0.0% | +0.09 |
| iShares Tr46435G250 | 清倉– | 04,803 | −4,803−100.0% | $0$22.8 萬 | −$22.8 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。