Darden Wealth Group Inc
- SEC CIK
- 0002011221
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 155
- 較 2026 年第 1 季 +5
- 總值
- $2.52 億
- 較 2026 年第 1 季 +$5,610 萬 (+28.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 170,889 | $3,419 萬 | 13.6% | −3,958−2.3% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 13,886 | $1,603 萬 | 6.4% | +2,447+21.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 35,140 | $1,256 萬 | 5.0% | −238−0.7% | 減碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 120,484 | $1,225 萬 | 4.9% | +4,926+4.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 33,702 | $975.2 萬 | 3.9% | −27−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 21,421 | $809.2 萬 | 3.2% | −121−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,799 | $805.6 萬 | 3.2% | +316+0.9% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,632 | $735.1 萬 | 2.9% | +63+0.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,925 | $631.4 萬 | 2.5% | −981−5.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,713 | $519.9 萬 | 2.1% | +71+0.5% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 80,936 | $413.2 萬 | 1.6% | +2,871+3.7% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 23,249 | $395.0 萬 | 1.6% | +622+2.7% | 加碼 | 歷史 |
| CLSCelestica Inc | Stock | 9,824 | $358.4 萬 | 1.4% | +51+0.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,682 | $327.3 萬 | 1.3% | −71−0.9% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 4,951 | $324.7 萬 | 1.3% | +376+8.2% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 58,046 | $293.1 萬 | 1.2% | +9,979+20.8% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 151,256 | $270.4 萬 | 1.1% | +268+0.2% | 加碼 | – |
| ASMLASML Holding NV | ADR | 1,169 | $232.5 萬 | 0.9% | +1+0.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 12,230 | $232.0 萬 | 0.9% | −107−0.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,932 | $231.7 萬 | 0.9% | +773+66.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,917 | $225.2 萬 | 0.9% | +111+6.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 13,570 | $212.1 萬 | 0.8% | −375−2.7% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 25,523 | $211.4 萬 | 0.8% | −36−0.1% | 減碼 | – |
| APPAppLovin Corp | COM CL A | 4,059 | $209.1 萬 | 0.8% | −354−8.0% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 27,076 | $208.8 萬 | 0.8% | −1,153−4.1% | 減碼 | – |
| MRVLMarvell Technology, Inc. | COM | 6,951 | $207.1 萬 | 0.8% | +1,486+27.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,181 | $202.3 萬 | 0.8% | +336+5.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,454 | $200.6 萬 | 0.8% | +365+11.8% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,071 | $200.0 萬 | 0.8% | +41+1.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,691 | $194.1 萬 | 0.8% | +60+1.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,594 | $193.7 萬 | 0.8% | −6−0.2% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,046 | $189.0 萬 | 0.7% | −118−1.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,642 | $187.5 萬 | 0.7% | −349−2.7% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 5,044 | $185.8 萬 | 0.7% | +220+4.6% | 加碼 | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 8,191 | $165.4 萬 | 0.7% | +8,191 | 新進 | – |
| iShares Tips Bond ETF464287176 | ETF | 14,188 | $155.3 萬 | 0.6% | −32−0.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,064 | $153.3 萬 | 0.6% | −90−2.9% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,533 | $153.1 萬 | 0.6% | −32−0.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,999 | $147.2 萬 | 0.6% | −5−0.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,942 | $145.9 萬 | 0.6% | +99+2.6% | 加碼 | – |
| MAMastercard Inc | Stock | 2,791 | $143.3 萬 | 0.6% | −49−1.7% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 2,955 | $142.7 萬 | 0.6% | +180+6.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,970 | $142.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,948 | $140.3 萬 | 0.6% | +148+8.2% | 加碼 | 歷史 |
| BABoeing Co | Stock | 6,450 | $139.6 萬 | 0.6% | −475−6.9% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 3,916 | $138.8 萬 | 0.6% | +3,916 | 新進 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 26,127 | $126.1 萬 | 0.5% | −225−0.9% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 10,909 | $120.4 萬 | 0.5% | +96+0.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,782 | $120.3 萬 | 0.5% | +7+0.1% | 加碼 | 歷史 |
| AGXArgan Inc | Stock | 1,500 | $119.8 萬 | 0.5% | +50+3.4% | 加碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 23,387 | $118.4 萬 | 0.5% | −149−0.6% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 5,811 | $116.1 萬 | 0.5% | −41−0.7% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,179 | $104.1 萬 | 0.4% | +509+30.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,712 | $102.4 萬 | 0.4% | −372−2.8% | 減碼依 4 比 1 拆股換算 | – |
| SNDKSandisk Corp | COM | 446 | $101.3 萬 | 0.4% | +446 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,884 | $100.8 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 23,170 | $95.6 萬 | 0.4% | −3,000−11.5% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 21,239 | $90.1 萬 | 0.4% | +1,606+8.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,043 | $85.9 萬 | 0.3% | −80−3.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,390 | $84.3 萬 | 0.3% | −92−3.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,294 | $81.8 萬 | 0.3% | +280+7.0% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 3,320 | $80.5 萬 | 0.3% | −264−7.4% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 6,200 | $77.4 萬 | 0.3% | −400−6.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,542 | $77.0 萬 | 0.3% | −68−2.6% | 減碼 | – |
| CATCaterpillar Inc | Stock | 711 | $75.8 萬 | 0.3% | +201+39.4% | 加碼 | 歷史 |
| ETF Ser Solutions26922B832 | BAHL GAYNOR SML | 22,600 | $74.2 萬 | 0.3% | +22,600 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,121 | $72.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 10,800 | $71.8 萬 | 0.3% | −500−4.4% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 11,662 | $71.7 萬 | 0.3% | +1,700+17.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 762 | $71.3 萬 | 0.3% | −68−8.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 8,108 | $71.2 萬 | 0.3% | −208−2.5% | 減碼 | 歷史 |
| SITMSITIME Corp | COM | 953 | $71.1 萬 | 0.3% | +73+8.3% | 加碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 2,566 | $70.9 萬 | 0.3% | +151+6.3% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,700 | $70.3 萬 | 0.3% | +300+12.5% | 加碼 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 14,809 | $67.7 萬 | 0.3% | +6,809+85.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,195 | $67.3 萬 | 0.3% | −460−27.8% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 11,912 | $67.1 萬 | 0.3% | +54+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,867 | $66.5 萬 | 0.3% | +72+1.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,588 | $65.7 萬 | 0.3% | +341+15.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,720 | $64.3 萬 | 0.3% | −130−7.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 11,248 | $63.5 萬 | 0.3% | +19+0.2% | 加碼 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 8,623 | $62.9 萬 | 0.2% | +3,638+73.0% | 加碼 | – |
| URIUnited Rentals, Inc. | COM | 550 | $62.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 4,601 | $61.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 25,804 | $58.8 萬 | 0.2% | −29−0.1% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 4,539 | $57.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 2,080 | $56.3 萬 | 0.2% | −190−8.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,521 | $55.1 萬 | 0.2% | +17+1.1% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 1,390 | $54.8 萬 | 0.2% | +1,390 | 新進 | 歷史 |
| FIXComfort Systems USA Inc | COM | 270 | $53.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,558 | $53.5 萬 | 0.2% | −99−6.0% | 減碼 | 歷史 |
| LITELumentum Holdings Inc. | COM | 616 | $52.9 萬 | 0.2% | +518+528.6% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,006 | $52.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 5,251 | $52.2 萬 | 0.2% | −275−5.0% | 減碼 | – |
| MSMorgan Stanley | Stock | 2,467 | $51.6 萬 | 0.2% | +117+5.0% | 加碼 | 歷史 |
| SYNASYNAPTICS Inc | Stock | 4,100 | $50.9 萬 | 0.2% | +4,100 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,994 | $49.8 萬 | 0.2% | −3,648−34.3% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,323 | $48.6 萬 | 0.2% | +20.0% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,209 | $48.5 萬 | 0.2% | −65−2.9% | 減碼 | – |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 17,428 | $46.0 萬 | 0.2% | +3,960+29.4% | 加碼 | – |
2026 年第 1 季之後清倉（14 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 |
|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 17,384 | $106.5 萬 | 0.5% | – |
| CVXChevron Corp | Stock | 4,809 | $99.5 萬 | 0.5% | 歷史 |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 23,675 | $73.4 萬 | 0.4% | – |
| SYMSymbotic Inc. | Stock | 12,915 | $68.7 萬 | 0.4% | 歷史 |
| SLViShares Silver Trust | ETF | 7,798 | $53.1 萬 | 0.3% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,626 | $50.9 萬 | 0.3% | – |
| PGProcter & Gamble Co | Stock | 3,353 | $48.4 萬 | 0.2% | 歷史 |
| VISTVista Energy, S.A.B. de C.V. | SPONSORED ADS | 3,700 | $27.9 萬 | 0.1% | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 3,760 | $26.5 萬 | 0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 6,500 | $26.1 萬 | 0.1% | – |
| ACNAccenture plc | Stock | 1,184 | $23.5 萬 | 0.1% | 歷史 |
| OKLOOklo Inc. | COM CL A | 4,305 | $21.3 萬 | 0.1% | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 4,608 | $21.3 萬 | 0.1% | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 5,270 | $20.8 萬 | 0.1% | – |