VCI Wealth Management LLC
- SEC CIK
- 0002009388
- 最新申報
- 2026/8/4
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/30 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 103
- 較 2025 年第 1 季 +1
- 總值
- $2.86 億
- 較 2025 年第 1 季 +$4,728 萬 (+19.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IAUiShares Gold Trust | ETF | 426,436 | $2,659 萬 | 9.3% | +11,343+2.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,262 | $1,406 萬 | 4.9% | +1,250+4.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 241,970 | $1,379 萬 | 4.8% | +19,531+8.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 261,966 | $1,328 萬 | 4.6% | +31,181+13.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 79,688 | $1,259 萬 | 4.4% | +5,527+7.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 54,137 | $1,111 萬 | 3.9% | +6,422+13.5% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 304,479 | $812.3 萬 | 2.8% | +34,442+12.8% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 175,039 | $811.1 萬 | 2.8% | +20,347+13.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 101,239 | $796.8 萬 | 2.8% | +11,773+13.2% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 123,714 | $757.3 萬 | 2.7% | +7,443+6.4% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 97,649 | $755.2 萬 | 2.6% | +11,196+13.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 34,205 | $750.4 萬 | 2.6% | +3,172+10.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 38,248 | $678.5 萬 | 2.4% | +3,909+11.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,890 | $508.6 萬 | 1.8% | +389+6.0% | 加碼 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 195,133 | $504.4 萬 | 1.8% | +15,040+8.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 95,804 | $473.8 萬 | 1.7% | +11,642+13.8% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 15,168 | $418.1 萬 | 1.5% | +611+4.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,653 | $366.5 萬 | 1.3% | +395+9.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,825 | $342.8 萬 | 1.2% | +907+8.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,993 | $336.8 萬 | 1.2% | +463+8.4% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 34,129 | $284.6 萬 | 1.0% | +344+1.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 54,141 | $268.1 萬 | 0.9% | +6,331+13.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,524 | $266.5 萬 | 0.9% | +753+7.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 27,126 | $265.2 萬 | 0.9% | +1,978+7.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,738 | $247.0 萬 | 0.9% | +483+7.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,748 | $246.1 萬 | 0.9% | +317+4.3% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 32,989 | $244.3 萬 | 0.9% | +2,505+8.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 15,923 | $243.2 萬 | 0.9% | +1,864+13.3% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 8,540 | $227.5 萬 | 0.8% | +613+7.7% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 22,946 | $226.6 萬 | 0.8% | +1,141+5.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,683 | $223.0 萬 | 0.8% | +2,644+14.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,004 | $218.7 萬 | 0.8% | +955+10.6% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 41,327 | $216.4 萬 | 0.8% | +3,062+8.0% | 加碼 | – |
| GEGeneral Electric Co | Stock | 8,346 | $214.8 萬 | 0.8% | +468+5.9% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 6,671 | $213.6 萬 | 0.7% | +502+8.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 42,038 | $198.9 萬 | 0.7% | +4,323+11.5% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 18,164 | $195.2 萬 | 0.7% | +2,305+14.5% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 4,938 | $186.7 萬 | 0.7% | +126+2.6% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 5,331 | $177.1 萬 | 0.6% | +213+4.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,831 | $174.5 萬 | 0.6% | +1,415+12.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,028 | $167.6 萬 | 0.6% | +1,414+18.6% | 加碼 | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 21,379 | $165.7 萬 | 0.6% | +1,331+6.6% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 24,829 | $158.8 萬 | 0.6% | +2,353+10.5% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 10,707 | $157.9 萬 | 0.6% | +550+5.4% | 加碼 | – |
| CVXChevron Corp | Stock | 10,913 | $156.3 萬 | 0.5% | +1,544+16.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 52,688 | $152.5 萬 | 0.5% | +5,604+11.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 14,409 | $151.5 萬 | 0.5% | +1,674+13.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 5,555 | $149.7 萬 | 0.5% | +324+6.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 7,169 | $148.9 萬 | 0.5% | +640+9.8% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 8,015 | $147.1 萬 | 0.5% | +993+14.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 9,700 | $145.1 萬 | 0.5% | +1,375+16.5% | 加碼 | 歷史 |
| SRESempra | Stock | 18,874 | $143.0 萬 | 0.5% | +1,792+10.5% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5,526 | $141.4 萬 | 0.5% | +326+6.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,742 | $141.0 萬 | 0.5% | +668+9.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,162 | $140.8 萬 | 0.5% | +701+15.7% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 14,641 | $140.6 萬 | 0.5% | +1,812+14.1% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 5,656 | $139.5 萬 | 0.5% | +583+11.5% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,059 | $139.4 萬 | 0.5% | +735+11.6% | 加碼 | 歷史 |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 21,409 | $138.8 萬 | 0.5% | +1,475+7.4% | 加碼 | – |
| FITBFifth Third Bancorp | COM | 32,986 | $135.7 萬 | 0.5% | +4,025+13.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,092 | $129.8 萬 | 0.5% | +600+9.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,158 | $126.0 萬 | 0.4% | +496+8.8% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 13,734 | $125.3 萬 | 0.4% | +1,268+10.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 15,799 | $125.1 萬 | 0.4% | +2,430+18.2% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 10,393 | $122.6 萬 | 0.4% | +1,298+14.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 17,756 | $122.5 萬 | 0.4% | +2,197+14.1% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 16,166 | $118.3 萬 | 0.4% | +1,646+11.3% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 4,805 | $116.7 萬 | 0.4% | +495+11.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 8,502 | $115.9 萬 | 0.4% | +339+4.2% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 5,478 | $114.3 萬 | 0.4% | +568+11.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 29,901 | $106.7 萬 | 0.4% | +3,632+13.8% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,159 | $106.1 萬 | 0.4% | +886+16.8% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,864 | $105.7 萬 | 0.4% | +408+9.2% | 加碼 | – |
| SUISun Communities Inc | COM | 8,216 | $103.9 萬 | 0.4% | +973+13.4% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,676 | $103.5 萬 | 0.4% | +803+11.7% | 加碼 | – |
| BABoeing Co | Stock | 4,713 | $98.8 萬 | 0.3% | +514+12.2% | 加碼 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 40,728 | $95.5 萬 | 0.3% | +4,217+11.5% | 加碼 | – |
| PKGPackaging Corp of America | Stock | 4,981 | $93.9 萬 | 0.3% | +711+16.7% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 19,113 | $93.8 萬 | 0.3% | +2,201+13.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,060 | $93.2 萬 | 0.3% | +898+14.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,335 | $89.9 萬 | 0.3% | +831+15.1% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 13,093 | $89.2 萬 | 0.3% | +1,395+11.9% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 5,449 | $86.0 萬 | 0.3% | +595+12.3% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,054 | $81.4 萬 | 0.3% | +886+17.1% | 加碼 | 歷史 |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 15,475 | $79.2 萬 | 0.3% | +1,033+7.2% | 加碼 | – |
| DDominion Energy, Inc | Stock | 13,999 | $79.1 萬 | 0.3% | +1,528+12.3% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 9,760 | $78.9 萬 | 0.3% | +1,222+14.3% | 加碼 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 7,876 | $74.1 萬 | 0.3% | +494+6.7% | 加碼 | – |
| CNCCentene Corp | Stock | 13,572 | $73.7 萬 | 0.3% | +1,736+14.7% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 5,053 | $72.0 萬 | 0.3% | +801+18.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,135 | $70.5 萬 | 0.2% | +194+20.6% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 7,616 | $69.2 萬 | 0.2% | +874+13.0% | 加碼 | 歷史 |
| KKellanova | Stock | 8,019 | $63.8 萬 | 0.2% | +954+13.5% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 13,915 | $57.6 萬 | 0.2% | +1,080+8.4% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,831 | $55.8 萬 | 0.2% | +613+9.9% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 5,981 | $48.4 萬 | 0.2% | +398+7.1% | 加碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 15,982 | $40.2 萬 | 0.1% | +505+3.3% | 加碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 23,645 | $39.9 萬 | 0.1% | +765+3.3% | 加碼 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 7,494 | $39.4 萬 | 0.1% | +532+7.6% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 13,646 | $30.2 萬 | 0.1% | +2,143+18.6% | 加碼 | – |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。