CacheTech Inc.
- SEC CIK
- 0002013390
- 最新申報
- 2026/8/11
2026 年第 1 季到 2026 年第 2 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
- 9 檔
- 估計 +$2,394 萬
- 加碼
- 88 檔
- 估計 +$4,180 萬
- 減碼
- 55 檔
- 估計 −$4,686 萬
- 清倉
- 17 檔
- 估計 −$1,163 萬
總值從 $5.19 億變成 $6.18 億（+$9,861 萬 (+19.0%)），持股從 177 檔變成 169 檔（−8）。
2026 年第 2 季全部持倉2026 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 2 季，下面灰字是 2026 年第 1 季。兩季之間拆股的股票，2026 年第 1 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） |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | 加碼– | 2,417,9052,256,916 | +160,989+7.1% | $7,116 萬$5,787 萬 | +$473.8 萬 | 11.5%11.2% | +0.37 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 42,26542,820 | −555−1.3% | $3,165 萬$2,797 萬 | −$41.6 萬 | 5.1%5.4% | −0.26 |
| iShares Inc464286772 | 減碼– | 116,564152,034 | −35,470−23.3% | $2,353 萬$1,870 萬 | −$716.1 萬 | 3.8%3.6% | +0.21 |
| First Tr Exchange-Traded FD33737A108 | 減碼– | 93,50998,024 | −4,515−4.6% | $1,793 萬$1,603 萬 | −$86.6 萬 | 2.9%3.1% | −0.19 |
| iShares Tr46435G102 | 減碼– | 132,084141,110 | −9,026−6.4% | $1,608 萬$1,436 萬 | −$109.9 萬 | 2.6%2.8% | −0.16 |
| Spinnaker ETF Series84858T772 | 加碼– | 380,878354,609 | +26,269+7.4% | $1,607 萬$1,445 萬 | +$110.8 萬 | 2.6%2.8% | −0.18 |
| VanEck Vectors ETF Tr92189F817 | 加碼– | 865,083828,237 | +36,846+4.4% | $1,598 萬$1,434 萬 | +$68.1 萬 | 2.6%2.8% | −0.18 |
| BlackRock ETF Trust II092528504 | 加碼– | 242,478217,080 | +25,398+11.7% | $1,259 萬$1,125 萬 | +$131.8 萬 | 2.0%2.2% | −0.13 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 加碼– | 124,173107,249 | +16,924+15.8% | $1,252 萬$1,079 萬 | +$170.6 萬 | 2.0%2.1% | −0.05 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 17,52516,354 | +1,171+7.2% | $1,204 萬$977.2 萬 | +$80.4 萬 | 1.9%1.9% | +0.07 |
| Schwab Strategic Tr808524615 | 加碼– | 450,536386,649 | +63,887+16.5% | $1,145 萬$987.9 萬 | +$162.4 萬 | 1.9%1.9% | −0.05 |
| NVDANVIDIA Corp | 加碼歷史 | 55,98451,649 | +4,335+8.4% | $1,120 萬$900.8 萬 | +$86.7 萬 | 1.8%1.7% | +0.08 |
| State Street SPDR S&P Semiconductor ETF78464A862 | 減碼– | 17,71323,723 | −6,010−25.3% | $1,105 萬$773.7 萬 | −$374.8 萬 | 1.8%1.5% | +0.30 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 減碼– | 56,61064,755 | −8,145−12.6% | $1,079 萬$860.6 萬 | −$155.2 萬 | 1.7%1.7% | +0.09 |
| MSFTMicrosoft Corp | 加碼歷史 | 28,21625,333 | +2,883+11.4% | $1,053 萬$937.7 萬 | +$107.5 萬 | 1.7%1.8% | −0.10 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 108,682104,472 | +4,210+4.0% | $955.1 萬$799.6 萬 | +$37.0 萬 | 1.5%1.5% | +0.01 |
| iShares Inc464286764 | 加碼– | 154,043152,935 | +1,108+0.7% | $914.9 萬$830.6 萬 | +$6.58 萬 | 1.5%1.6% | −0.12 |
| SVXYProShares Trust II | 新進歷史 | 158,1460 | +158,146 | $905.5 萬$0 | +$905.5 萬 | 1.5%0.0% | +1.47 |
| iShares Inc46434G830 | 減碼– | 152,792155,026 | −2,234−1.4% | $905.1 萬$828.1 萬 | −$13.2 萬 | 1.5%1.6% | −0.13 |
| Vanguard Morningstar Large-Cap ETF922908637 | 減碼– | 26,11226,378 | −266−1.0% | $898.0 萬$788.3 萬 | −$9.15 萬 | 1.5%1.5% | −0.06 |
| Bondbloxx ETF Trust09789C887 | 加碼– | 241,632226,306 | +15,326+6.8% | $883.5 萬$823.8 萬 | +$56.0 萬 | 1.4%1.6% | −0.16 |
| iShares Semiconductor ETF464287523 | 減碼– | 13,46718,281 | −4,814−26.3% | $862.9 萬$600.4 萬 | −$308.5 萬 | 1.4%1.2% | +0.24 |
| AMDAdvanced Micro Devices Inc | 減碼歷史 | 14,53419,605 | −5,071−25.9% | $844.3 萬$398.8 萬 | −$294.6 萬 | 1.4%0.8% | +0.60 |
| Fidelity MSCI Information Technology Index ETF316092808 | 減碼– | 28,89429,907 | −1,013−3.4% | $825.2 萬$622.2 萬 | −$28.9 萬 | 1.3%1.2% | +0.14 |
| First Tr Exchange-Traded FD33738D309 | 加碼– | 176,013153,298 | +22,715+14.8% | $787.7 萬$686.8 萬 | +$101.6 萬 | 1.3%1.3% | −0.05 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | 加碼– | 90,00289,822 | +180+0.2% | $753.8 萬$674.6 萬 | +$1.51 萬 | 1.2%1.3% | −0.08 |
| ARMArm Holdings PLC | 減碼歷史 | 19,82028,011 | −8,191−29.2% | $702.8 萬$423.8 萬 | −$290.4 萬 | 1.1%0.8% | +0.32 |
| Janus Detroit STR Tr47103U753 | 減碼– | 147,420150,736 | −3,316−2.2% | $698.0 萬$702.5 萬 | −$15.7 萬 | 1.1%1.4% | −0.22 |
| AAPLApple Inc. | 加碼歷史 | 21,89221,411 | +481+2.2% | $633.5 萬$543.4 萬 | +$13.9 萬 | 1.0%1.0% | −0.02 |
| Pgim ETF Tr69344A206 | 加碼– | 181,313158,473 | +22,840+14.4% | $632.4 萬$548.8 萬 | +$79.7 萬 | 1.0%1.1% | −0.03 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | 減碼– | 80,69593,786 | −13,091−14.0% | $614.2 萬$642.2 萬 | −$99.6 萬 | 1.0%1.2% | −0.24 |
| DDOGDatadog, Inc. | 減碼歷史 | 23,35529,154 | −5,799−19.9% | $608.1 萬$344.2 萬 | −$151.0 萬 | 1.0%0.7% | +0.32 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 減碼歷史 | 11,39111,410 | −19−0.2% | $544.0 萬$385.6 萬 | −$9,073.72 | 0.9%0.7% | +0.14 |
| GOOGLAlphabet Inc. | 加碼歷史 | 15,10714,859 | +248+1.7% | $539.9 萬$427.3 萬 | +$8.86 萬 | 0.9%0.8% | +0.05 |
| Fidelity Covington Trust316092303 | 加碼– | 100,96797,674 | +3,293+3.4% | $530.5 萬$511.1 萬 | +$17.3 萬 | 0.9%1.0% | −0.13 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 減碼– | 118,177119,190 | −1,013−0.8% | $520.3 萬$486.7 萬 | −$4.46 萬 | 0.8%0.9% | −0.10 |
| AMZNAmazon Com Inc | 加碼歷史 | 21,74721,424 | +323+1.5% | $518.3 萬$446.2 萬 | +$7.70 萬 | 0.8%0.9% | −0.02 |
| TSLATesla, Inc. | 加碼歷史 | 11,72310,648 | +1,075+10.1% | $493.1 萬$395.8 萬 | +$45.2 萬 | 0.8%0.8% | +0.04 |
| Vanguard Scottsdale FDS92206C706 | 減碼– | 78,552153,952 | −75,400−49.0% | $463.3 萬$916.8 萬 | −$444.7 萬 | 0.8%1.8% | −1.02 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | 加碼– | 27,81625,702 | +2,114+8.2% | $441.3 萬$376.8 萬 | +$33.5 萬 | 0.7%0.7% | −0.01 |
| SANBanco Santander, S.A. | 加碼歷史 | 315,460293,432 | +22,028+7.5% | $435.3 萬$331.0 萬 | +$30.4 萬 | 0.7%0.6% | +0.07 |
| SPDR Series Trust78464A607 | 加碼– | 37,95037,490 | +460+1.2% | $428.7 萬$378.5 萬 | +$5.20 萬 | 0.7%0.7% | −0.04 |
| SYYSysco Corp | 加碼歷史 | 48,56941,871 | +6,698+16.0% | $405.9 萬$298.7 萬 | +$56.0 萬 | 0.7%0.6% | +0.08 |
| IBPInstalled Building Products, Inc. | 加碼歷史 | 17,44212,209 | +5,233+42.9% | $400.9 萬$323.7 萬 | +$120.3 萬 | 0.6%0.6% | +0.03 |
| FSLRFirst Solar, Inc. | 加碼歷史 | 16,97216,679 | +293+1.8% | $400.5 萬$329.0 萬 | +$6.91 萬 | 0.6%0.6% | +0.01 |
| PGRProgressive Corp | 加碼歷史 | 18,09315,534 | +2,559+16.5% | $395.2 萬$307.9 萬 | +$55.9 萬 | 0.6%0.6% | +0.05 |
| GMGeneral Motors Co | 加碼歷史 | 51,25745,598 | +5,659+12.4% | $395.1 萬$339.7 萬 | +$43.6 萬 | 0.6%0.7% | −0.01 |
| iShares Tr464287721 | 減碼– | 15,32315,612 | −289−1.9% | $386.5 萬$283.2 萬 | −$7.29 萬 | 0.6%0.5% | +0.08 |
| COPConocoPhillips | 加碼歷史 | 36,21431,039 | +5,175+16.7% | $376.5 萬$409.7 萬 | +$53.8 萬 | 0.6%0.8% | −0.18 |
| STXSeagate Technology Holdings plc | 不變歷史 | 3,8063,806 | 00.0% | $367.3 萬$149.1 萬 | $0 | 0.6%0.3% | +0.31 |
| MUMicron Technology Inc | 新進歷史 | 3,1480 | +3,148 | $363.4 萬$0 | +$363.4 萬 | 0.6%0.0% | +0.59 |
| ISRGIntuitive Surgical Inc | 新進歷史 | 8,8880 | +8,888 | $353.5 萬$0 | +$353.5 萬 | 0.6%0.0% | +0.57 |
| SNDKSandisk Corp | 新進歷史 | 1,5390 | +1,539 | $349.9 萬$0 | +$349.9 萬 | 0.6%0.0% | +0.57 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼– | 77,12470,473 | +6,651+9.4% | $349.7 萬$323.4 萬 | +$30.2 萬 | 0.6%0.6% | −0.06 |
| NOCNorthrop Grumman Corp | 加碼歷史 | 6,5154,679 | +1,836+39.2% | $331.8 萬$319.2 萬 | +$93.5 萬 | 0.5%0.6% | −0.08 |
| Vanguard Instl Index FD922040845 | 加碼– | 41,6292,777 | +38,852+1,399.1% | $315.0 萬$21.0 萬 | +$294.0 萬 | 0.5%<0.1% | +0.47 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 加碼– | 36,32333,784 | +2,539+7.5% | $301.7 萬$277.0 萬 | +$21.1 萬 | 0.5%0.5% | −0.05 |
| First Tr Exchange Traded FD33738R811 | 減碼– | 9,06810,698 | −1,630−15.2% | $258.4 萬$157.8 萬 | −$46.4 萬 | 0.4%0.3% | +0.11 |
| Vanguard Utilities ETF92204A876 | 減碼– | 11,79914,305 | −2,506−17.5% | $230.9 萬$283.4 萬 | −$49.0 萬 | 0.4%0.5% | −0.17 |
| VanEck ETF Trust92189H748 | 減碼– | 42,91850,158 | −7,240−14.4% | $227.3 萬$264.3 萬 | −$38.3 萬 | 0.4%0.5% | −0.14 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 減碼– | 46,90351,110 | −4,207−8.2% | $219.6 萬$240.0 萬 | −$19.7 萬 | 0.4%0.5% | −0.11 |
| Schwab U.S. Broad Market ETF808524102 | 減碼– | 74,35082,652 | −8,302−10.0% | $215.3 萬$207.5 萬 | −$24.0 萬 | 0.3%0.4% | −0.05 |
| SPDR Series Trust78464A383 | 減碼– | 87,954106,495 | −18,541−17.4% | $196.2 萬$238.4 萬 | −$41.4 萬 | 0.3%0.5% | −0.14 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 21,20427,800 | −6,596−23.7% | $194.3 萬$254.8 萬 | −$60.4 萬 | 0.3%0.5% | −0.18 |
| LITELumentum Holdings Inc. | 新進歷史 | 2,1040 | +2,104 | $180.5 萬$0 | +$180.5 萬 | 0.3%0.0% | +0.29 |
| COHRCoherent Corp. | 新進歷史 | 4,5620 | +4,562 | $180.0 萬$0 | +$180.0 萬 | 0.3%0.0% | +0.29 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 2,3912,203 | +188+8.5% | $176.1 萬$127.2 萬 | +$13.8 萬 | 0.3%0.2% | +0.04 |
| GLDMWorld Gold Trust | 加碼歷史 | 21,84313,617 | +8,226+60.4% | $173.5 萬$126.2 萬 | +$65.3 萬 | 0.3%0.2% | +0.04 |
| Vanguard Health Care ETF92204A504 | 減碼– | 5,7568,421 | −2,665−31.6% | $172.1 萬$229.3 萬 | −$79.7 萬 | 0.3%0.4% | −0.16 |
| METAMeta Platforms, Inc. | 加碼歷史 | 2,9622,339 | +623+26.6% | $166.8 萬$133.8 萬 | +$35.1 萬 | 0.3%0.3% | +0.01 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 2,1802,190 | −10−0.5% | $162.8 萬$142.4 萬 | −$7,467.7 | 0.3%0.3% | −0.01 |
| FTNTFortinet, Inc. | 加碼歷史 | 10,5779,189 | +1,388+15.1% | $162.5 萬$75.1 萬 | +$21.3 萬 | 0.3%0.1% | +0.12 |
| SPGSimon Property Group Inc. | 加碼歷史 | 7,1784,720 | +2,458+52.1% | $160.5 萬$88.0 萬 | +$55.0 萬 | 0.3%0.2% | +0.09 |
| GILDGilead Sciences, Inc. | 加碼歷史 | 12,2117,217 | +4,994+69.2% | $154.3 萬$100.6 萬 | +$63.1 萬 | 0.2%0.2% | +0.06 |
| BMYBristol Myers Squibb Co | 加碼歷史 | 26,69215,716 | +10,976+69.8% | $153.8 萬$95.3 萬 | +$63.2 萬 | 0.2%0.2% | +0.07 |
| TFCTruist Financial Corp | 加碼歷史 | 30,62721,257 | +9,370+44.1% | $152.6 萬$97.7 萬 | +$46.7 萬 | 0.2%0.2% | +0.06 |
| IBMInternational Business Machines Corp | 加碼歷史 | 5,3593,271 | +2,088+63.8% | $150.7 萬$79.3 萬 | +$58.7 萬 | 0.2%0.2% | +0.09 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 12,47210,018 | +2,454+24.5% | $146.5 萬$77.7 萬 | +$28.8 萬 | 0.2%0.1% | +0.09 |
| AVGOBroadcom Inc. | 加碼歷史 | 3,7802,971 | +809+27.2% | $142.8 萬$92.0 萬 | +$30.6 萬 | 0.2%0.2% | +0.05 |
| CATCaterpillar Inc | 減碼歷史 | 1,3151,361 | −46−3.4% | $140.0 萬$96.4 萬 | −$4.90 萬 | 0.2%0.2% | +0.04 |
| DDominion Energy, Inc | 加碼歷史 | 19,57213,240 | +6,332+47.8% | $133.7 萬$81.9 萬 | +$43.2 萬 | 0.2%0.2% | +0.06 |
| iShares Tr464287762 | 減碼– | 19,83020,153 | −323−1.6% | $132.9 萬$124.2 萬 | −$2.16 萬 | 0.2%0.2% | −0.02 |
| iShares Russell 2000 ETF464287655 | 加碼– | 4,3394,324 | +15+0.3% | $130.4 萬$107.2 萬 | +$4,506.75 | 0.2%0.2% | 0.00 |
| Vanguard Consumer Staples ETF92204A207 | 加碼– | 5,5485,259 | +289+5.5% | $125.1 萬$118.1 萬 | +$6.52 萬 | 0.2%0.2% | −0.03 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 減碼– | 50,623111,250 | −60,627−54.5% | $124.8 萬$277.1 萬 | −$149.5 萬 | 0.2%0.5% | −0.33 |
| CMECME Group Inc. | 加碼歷史 | 5,6503,033 | +2,617+86.3% | $124.8 萬$89.6 萬 | +$57.8 萬 | 0.2%0.2% | +0.03 |
| ABBVAbbVie Inc. | 加碼歷史 | 4,6102,965 | +1,645+55.5% | $116.0 萬$64.5 萬 | +$41.4 萬 | 0.2%0.1% | +0.06 |
| PMPhilip Morris International Inc. | 加碼歷史 | 6,2945,783 | +511+8.8% | $113.9 萬$95.6 萬 | +$9.24 萬 | 0.2%0.2% | 0.00 |
| iShares Tr464288588 | 加碼– | 11,8843,472 | +8,412+242.3% | $112.3 萬$33.0 萬 | +$79.5 萬 | 0.2%0.1% | +0.12 |
| GOOGAlphabet Inc. | 減碼歷史 | 3,1513,501 | −350−10.0% | $111.3 萬$100.4 萬 | −$12.4 萬 | 0.2%0.2% | −0.01 |
| iShares Tr46429B655 | 減碼– | 21,37427,812 | −6,438−23.1% | $109.1 萬$141.7 萬 | −$32.9 萬 | 0.2%0.3% | −0.10 |
| ALLAllstate Corp | 加碼歷史 | 4,5632,081 | +2,482+119.3% | $108.6 萬$43.1 萬 | +$59.1 萬 | 0.2%0.1% | +0.09 |
| EMREmerson Electric Co | 加碼歷史 | 7,5144,622 | +2,892+62.6% | $107.6 萬$60.6 萬 | +$41.4 萬 | 0.2%0.1% | +0.06 |
| BEBloom Energy Corp | 不變歷史 | 3,5003,500 | 00.0% | $105.9 萬$47.4 萬 | $0 | 0.2%0.1% | +0.08 |
| DUKDuke Energy CORP | 加碼歷史 | 8,3155,931 | +2,384+40.2% | $105.3 萬$77.7 萬 | +$30.2 萬 | 0.2%0.1% | +0.02 |
| KOCoca Cola Co | 加碼歷史 | 12,33810,297 | +2,041+19.8% | $100.3 萬$78.3 萬 | +$16.6 萬 | 0.2%0.2% | +0.01 |
| iShares Tr464288513 | 加碼– | 11,7639,862 | +1,901+19.3% | $94.1 萬$78.5 萬 | +$15.2 萬 | 0.2%0.2% | 0.00 |
| SPDR Series Trust78464A805 | 加碼– | 10,2759,984 | +291+2.9% | $93.3 萬$78.9 萬 | +$2.64 萬 | 0.2%0.2% | 0.00 |
| ENBEnbridge Inc | 減碼歷史 | 17,19517,275 | −80−0.5% | $93.2 萬$93.5 萬 | −$4,336.8 | 0.2%0.2% | −0.03 |
| Bondbloxx ETF Trust09789C770 | 減碼– | 62,05975,342 | −13,283−17.6% | $92.9 萬$111.9 萬 | −$19.9 萬 | 0.2%0.2% | −0.07 |
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。