Boomfish Wealth Group, LLC
- SEC CIK
- 0002010786
- 最新申報
- 2026/8/4
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/22 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 87
- 較 2025 年第 4 季 +2
- 總值
- $1.87 億
- 較 2025 年第 4 季 +$23.1 萬 (+0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 113,166 | $1,037 萬 | 5.5% | +17,948+18.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 81,165 | $805.7 萬 | 4.3% | −2,782−3.3% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 73,381 | $709.6 萬 | 3.8% | +1,190+1.6% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 69,666 | $603.9 萬 | 3.2% | +4,558+7.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 32,817 | $572.3 萬 | 3.1% | +246+0.8% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 96,674 | $472.3 萬 | 2.5% | +34,370+55.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 17,645 | $447.8 萬 | 2.4% | +254+1.5% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,818 | $415.0 萬 | 2.2% | −91−3.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,201 | $407.4 萬 | 2.2% | +117+0.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,930 | $387.0 萬 | 2.1% | −364−11.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,782 | $370.3 萬 | 2.0% | +167+0.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 10,830 | $370.1 萬 | 2.0% | −4,387−28.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,080 | $336.1 萬 | 1.8% | +281+3.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,424 | $327.8 萬 | 1.7% | −309−5.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,101 | $309.6 萬 | 1.7% | +238+1.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 24,857 | $305.2 萬 | 1.6% | +412+1.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 9,721 | $293.8 萬 | 1.6% | +145+1.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,266 | $292.9 萬 | 1.6% | +47+0.3% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 20,411 | $292.3 萬 | 1.6% | +197+1.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,808 | $290.2 萬 | 1.5% | +126+2.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,372 | $290.1 萬 | 1.5% | +377+4.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 18,435 | $289.9 萬 | 1.5% | +343+1.9% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,463 | $288.6 萬 | 1.5% | +53+0.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,698 | $280.1 萬 | 1.5% | −10−0.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,812 | $275.3 萬 | 1.5% | +179+3.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,083 | $273.2 萬 | 1.5% | +3,653+82.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 17,036 | $273.1 萬 | 1.5% | +527+3.2% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 33,262 | $271.8 萬 | 1.5% | +477+1.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,131 | $268.6 萬 | 1.4% | +8,048+743.1% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 41,149 | $265.9 萬 | 1.4% | +326+0.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,522 | $242.5 萬 | 1.3% | +3,436+111.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,791 | $239.3 萬 | 1.3% | −135−1.4% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,373 | $237.4 萬 | 1.3% | +47+3.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 12,185 | $235.1 萬 | 1.3% | −40.0% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 543 | $228.6 萬 | 1.2% | +40+8.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,559 | $218.5 萬 | 1.2% | +45+1.0% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 5,990 | $214.9 萬 | 1.1% | +122+2.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 23,030 | $213.9 萬 | 1.1% | +428+1.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,329 | $211.5 萬 | 1.1% | +230+2.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 38,573 | $208.8 萬 | 1.1% | +241+0.6% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R577 | ULTR SH GO AC FD | 20,496 | $206.9 萬 | 1.1% | +5,638+37.9% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 20,965 | $206.3 萬 | 1.1% | −634−2.9% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 11,544 | $202.8 萬 | 1.1% | +403+3.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 19,383 | $202.6 萬 | 1.1% | +2,673+16.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,417 | $200.7 萬 | 1.1% | +1,605+27.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,688 | $197.7 萬 | 1.1% | +8,729+176.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,600 | $197.0 萬 | 1.1% | +10+0.2% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 10,350 | $186.5 萬 | 1.0% | +78+0.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 38,253 | $186.5 萬 | 1.0% | +513+1.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,557 | $183.3 萬 | 1.0% | +74+1.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,986 | $180.5 萬 | 1.0% | +149+1.9% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 13,589 | $176.5 萬 | 0.9% | +2,891+27.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,775 | $167.3 萬 | 0.9% | +440+4.3% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 2,830 | $140.3 萬 | 0.7% | +2,830 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,213 | $132.6 萬 | 0.7% | −15−1.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 13,393 | $128.8 萬 | 0.7% | +10,073+303.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 6,222 | $123.4 萬 | 0.7% | +80+1.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,866 | $119.3 萬 | 0.6% | +5,866 | 新進 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 12,594 | $116.2 萬 | 0.6% | +12,594 | 新進 | – |
| ROPRoper Technologies Inc | Stock | 3,267 | $115.6 萬 | 0.6% | +197+6.4% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 12,094 | $111.4 萬 | 0.6% | +758+6.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,199 | $101.4 萬 | 0.5% | +2,199 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,268 | $90.8 萬 | 0.5% | +79+2.5% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 19,496 | $88.3 萬 | 0.5% | +634+3.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,033 | $87.2 萬 | 0.5% | +67+2.3% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 3,622 | $86.7 萬 | 0.5% | +142+4.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,353 | $77.4 萬 | 0.4% | +12+0.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 597 | $59.5 萬 | 0.3% | −98−14.1% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 10,359 | $57.8 萬 | 0.3% | −22−0.2% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 5,875 | $56.9 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,569 | $44.3 萬 | 0.2% | +140+4.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,880 | $42.1 萬 | 0.2% | +56+2.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,982 | $41.0 萬 | 0.2% | +62+3.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 588 | $38.2 萬 | 0.2% | −2−0.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,921 | $37.4 萬 | 0.2% | −6−0.1% | 減碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 6,180 | $31.3 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 1,371 | $29.8 萬 | 0.2% | +7+0.5% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 11,044 | $29.4 萬 | 0.2% | +11,044 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,273 | $28.4 萬 | 0.2% | +9,273 | 新進 | – |
| CATCaterpillar Inc | Stock | 354 | $25.1 萬 | 0.1% | −8−2.2% | 減碼 | 歷史 |
| SAIASaia Inc | COM | 680 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,067 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 351 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 315 | $20.6 萬 | 0.1% | +315 | 新進 | – |
| ECLEcolab Inc. | Stock | 759 | $20.2 萬 | 0.1% | −5,441−87.8% | 減碼 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 45,306 | $12.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRDLCardiol Therapeutics Inc. | COM CL A | 14,423 | $1.95 萬 | <0.1% | +14,423 | 新進 | 歷史 |
2025 年第 4 季之後清倉（6 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 6,751 | $236.3 萬 | 1.3% | 歷史 |
| CSGPCostar Group, Inc. | COM | 34,474 | $231.8 萬 | 1.2% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 5,814 | $143.6 萬 | 0.8% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 23,380 | $125.9 萬 | 0.7% | 歷史 |
| DHRDanaher Corp | Stock | 5,127 | $117.4 萬 | 0.6% | 歷史 |
| XYZBlock, Inc. | CL A | 15,271 | $99.4 萬 | 0.5% | 歷史 |