VCI Wealth Management LLC
- SEC CIK
- 0002009388
- 最新申報
- 2026/8/4
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/4 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 99
- 較 2026 年第 1 季 −24
- 總值
- $3.99 億
- 較 2026 年第 1 季 +$3,818 萬 (+10.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 482,387 | $3,437 萬 | 8.6% | +31,520+7.0% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 347,507 | $2,624 萬 | 6.6% | +29,399+9.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 106,965 | $2,140 萬 | 5.4% | +11,942+12.6% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 342,342 | $1,731 萬 | 4.3% | −3,408−1.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 59,098 | $1,710 萬 | 4.3% | +1,743+3.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 40,272 | $1,423 萬 | 3.6% | −408−1.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,329 | $1,355 萬 | 3.4% | +1,697+4.9% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 200,329 | $1,196 萬 | 3.0% | +11,759+6.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 134,999 | $1,052 萬 | 2.6% | −801−0.6% | 減碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 220,560 | $1,032 萬 | 2.6% | −1,249−0.6% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 388,909 | $1,031 萬 | 2.6% | −2,561−0.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 41,935 | $999.5 萬 | 2.5% | +4,120+10.9% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 124,582 | $955.5 萬 | 2.4% | −292−0.2% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 247,831 | $825.0 萬 | 2.1% | +12,344+5.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 21,137 | $798.5 萬 | 2.0% | +1,419+7.2% | 加碼 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 222,780 | $676.6 萬 | 1.7% | −3,648−1.6% | 減碼 | – |
| LRCXLam Research Corp | Stock | 15,086 | $653.7 萬 | 1.6% | +15,086 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,562 | $651.3 萬 | 1.6% | +2,875+33.1% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 24,822 | $600.5 萬 | 1.5% | +13,849+126.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 32,153 | $566.9 萬 | 1.4% | +32,153 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 11,895 | $500.3 萬 | 1.3% | +883+8.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,902 | $487.8 萬 | 1.2% | +455+3.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 22,306 | $466.3 萬 | 1.2% | +9,947+80.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 33,032 | $461.2 萬 | 1.2% | +1,615+5.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,741 | $437.1 萬 | 1.1% | +380+3.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 21,472 | $407.4 萬 | 1.0% | +6,051+39.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 29,344 | $377.1 萬 | 0.9% | +809+2.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 31,802 | $360.2 萬 | 0.9% | +6,152+24.0% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 71,738 | $347.4 萬 | 0.9% | +93+0.1% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 29,521 | $346.8 萬 | 0.9% | +3,021+11.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 10,776 | $321.2 萬 | 0.8% | +2,388+28.5% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 28,056 | $302.8 萬 | 0.8% | +14,437+106.0% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 22,020 | $292.5 萬 | 0.7% | +9,105+70.5% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 15,332 | $292.0 萬 | 0.7% | +15,332 | 新進 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 26,611 | $286.8 萬 | 0.7% | +13,507+103.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 17,013 | $275.5 萬 | 0.7% | +7,677+82.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 32,956 | $267.8 萬 | 0.7% | +4,710+16.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,451 | $265.8 萬 | 0.7% | +9,451 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 19,063 | $258.3 萬 | 0.6% | +6,914+56.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 27,788 | $252.2 萬 | 0.6% | +8,660+45.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 19,805 | $250.2 萬 | 0.6% | +4,122+26.3% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 9,579 | $249.4 萬 | 0.6% | +9,579 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 16,359 | $247.8 萬 | 0.6% | +2,755+20.3% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 11,636 | $246.6 萬 | 0.6% | +2,974+34.3% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 17,468 | $244.5 萬 | 0.6% | +17,468 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 25,509 | $235.4 萬 | 0.6% | +25,509 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 14,132 | $234.2 萬 | 0.6% | +3,020+27.2% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 20,511 | $231.9 萬 | 0.6% | +5,572+37.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,136 | $229.9 萬 | 0.6% | +9,136 | 新進 | 歷史 |
| BABoeing Co | Stock | 10,450 | $226.2 萬 | 0.6% | +10,450 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 25,718 | $226.0 萬 | 0.6% | −564−2.1% | 減碼 | – |
| WMWaste Management Inc | Stock | 9,796 | $218.3 萬 | 0.5% | +2,289+30.5% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 12,840 | $218.1 萬 | 0.5% | +4,201+48.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 37,355 | $212.8 萬 | 0.5% | +3,183+9.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,420 | $211.0 萬 | 0.5% | +11,420 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 28,701 | $204.9 萬 | 0.5% | +11,542+67.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 13,885 | $203.5 萬 | 0.5% | +2,168+18.5% | 加碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 10,745 | $196.8 萬 | 0.5% | +10,745 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 15,901 | $195.8 萬 | 0.5% | +6,989+78.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 11,540 | $188.8 萬 | 0.5% | +3,893+50.9% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 22,824 | $188.6 萬 | 0.5% | +3,781+19.9% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 22,960 | $184.4 萬 | 0.5% | +5,838+34.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 20,805 | $182.6 萬 | 0.5% | +2,898+16.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,529 | $181.6 萬 | 0.5% | −61−0.6% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 14,927 | $174.2 萬 | 0.4% | +4,085+37.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 30,059 | $161.1 萬 | 0.4% | +699+2.4% | 加碼 | – |
| DOWDow Inc. | Stock | 57,500 | $157.3 萬 | 0.4% | +23,631+69.8% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 12,789 | $145.0 萬 | 0.4% | +2,490+24.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,788 | $133.9 萬 | 0.3% | +243+15.7% | 加碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 31,670 | $123.1 萬 | 0.3% | +24,492+341.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 58,004 | $120.1 萬 | 0.3% | +7,541+14.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 14,469 | $97.8 萬 | 0.2% | +166+1.2% | 加碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,366 | $96.1 萬 | 0.2% | −74−2.2% | 減碼 | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 8,743 | $87.1 萬 | 0.2% | +212+2.5% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,556 | $84.4 萬 | 0.2% | +62+1.4% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 10,144 | $78.4 萬 | 0.2% | +373+3.8% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,754 | $59.6 萬 | 0.1% | +149+4.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,107 | $55.4 萬 | 0.1% | +1,107 | 新進 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 18,125 | $50.2 萬 | 0.1% | −542−2.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 8,558 | $49.4 萬 | 0.1% | −246−2.8% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 5,669 | $47.1 萬 | 0.1% | +369+7.0% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,364 | $41.3 萬 | 0.1% | −64−4.5% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 490 | $35.4 萬 | 0.1% | +490 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 510 | $35.0 萬 | 0.1% | +510 | 新進 | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,405 | $35.0 萬 | 0.1% | +85+2.6% | 加碼 | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 4,925 | $34.2 萬 | 0.1% | +163+3.4% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,905 | $34.1 萬 | 0.1% | +43+1.5% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,373 | $32.4 萬 | 0.1% | +251+4.1% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 792 | $27.0 萬 | 0.1% | +792 | 新進 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,456 | $24.7 萬 | 0.1% | +236+4.5% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,443 | $23.6 萬 | 0.1% | +167+3.9% | 加碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 8,971 | $23.2 萬 | 0.1% | −1,025−10.3% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 2,805 | $23.0 萬 | 0.1% | +2,805 | 新進 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 4,418 | $22.8 萬 | 0.1% | +4,418 | 新進 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 3,885 | $22.7 萬 | 0.1% | +178+4.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 888 | $22.6 萬 | 0.1% | −74−7.7% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,076 | $21.6 萬 | 0.1% | −8,056−88.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 360 | $20.9 萬 | 0.1% | −9,434−96.3% | 減碼 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 6,778 | $20.0 萬 | 0.1% | +221+3.4% | 加碼 | – |
2026 年第 1 季之後清倉（41 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 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 22,784 | $386.5 萬 | 1.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 8,150 | $292.5 萬 | 0.8% | 歷史 |
| MARMarriott International Inc | Stock | 8,773 | $286.9 萬 | 0.8% | 歷史 |
| ELVElevance Health, Inc. | Stock | 9,157 | $268.1 萬 | 0.7% | 歷史 |
| PKGPackaging Corp of America | Stock | 9,105 | $193.2 萬 | 0.5% | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 7,332 | $183.2 萬 | 0.5% | 歷史 |
| GRMNGarmin Ltd | SHS | 7,650 | $177.5 萬 | 0.5% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 10,172 | $168.2 萬 | 0.5% | 歷史 |
| CRMSalesforce, Inc. | Stock | 8,257 | $154.1 萬 | 0.4% | 歷史 |
| BSXBoston Scientific Corp | Stock | 24,261 | $152.2 萬 | 0.4% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 7,312 | $144.4 萬 | 0.4% | 歷史 |
| IRIngersoll Rand Inc. | COM | 16,439 | $131.7 萬 | 0.4% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 14,229 | $131.3 萬 | 0.4% | 歷史 |
| ZTSZoetis Inc. | Stock | 11,027 | $130.4 萬 | 0.4% | 歷史 |
| KKRKKR & Co. Inc. | COM | 12,452 | $115.2 萬 | 0.3% | 歷史 |
| BXBlackstone Inc. | COM | 9,914 | $114.0 萬 | 0.3% | 歷史 |
| GLWCorning Inc | COM | 8,324 | $113.2 萬 | 0.3% | 歷史 |
| NDAQNasdaq, Inc. | COM | 12,940 | $109.8 萬 | 0.3% | 歷史 |
| UBERUber Technologies, Inc | Stock | 14,212 | $102.2 萬 | 0.3% | 歷史 |
| SLBSLB Limited | Stock | 19,833 | $101.9 萬 | 0.3% | 歷史 |
| NEMNEWMONT Corp | Stock | 9,382 | $101.6 萬 | 0.3% | 歷史 |
| DISWalt Disney Co | Stock | 9,742 | $93.9 萬 | 0.3% | 歷史 |
| BKRBaker Hughes Co | CL A | 14,623 | $89.3 萬 | 0.2% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 14,531 | $89.1 萬 | 0.2% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,804 | $86.6 萬 | 0.2% | 歷史 |
| CVSCVS Health Corp | Stock | 12,000 | $86.2 萬 | 0.2% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 7,836 | $85.8 萬 | 0.2% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 12,923 | $83.5 萬 | 0.2% | 歷史 |
| FEFirstenergy Corp | COM | 16,290 | $82.5 萬 | 0.2% | 歷史 |
| EBAYeBay Inc | COM | 9,036 | $82.2 萬 | 0.2% | 歷史 |
| ONOn Semiconductor Corp | Stock | 12,873 | $79.7 萬 | 0.2% | 歷史 |
| TECHBIO-TECHNE Corp | COM | 14,573 | $76.2 萬 | 0.2% | 歷史 |
| TRMBTrimble Inc. | COM | 11,273 | $73.5 萬 | 0.2% | 歷史 |
| KVUEKenvue Inc. | Stock | 39,653 | $68.4 萬 | 0.2% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 8,109 | $58.2 萬 | 0.2% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 18,778 | $51.6 萬 | 0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 7,387 | $51.2 萬 | 0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 6,843 | $46.1 萬 | 0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,936 | $45.7 萬 | 0.1% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,004 | $21.3 萬 | 0.1% | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 10,459 | $18.2 萬 | 0.1% | – |