Ridgeline Wealth Planning, LLC
- SEC CIK
- 0002013788
- 最新申報
- 2026/7/24
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/3 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 50
- 較 2025 年第 3 季 +8
- 總值
- $1.40 億
- 較 2025 年第 3 季 +$700.1 萬 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 448,029 | $3,594 萬 | 25.6% | +4,556+1.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 394,281 | $1,995 萬 | 14.2% | −39,334−9.1% | 減碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 336,017 | $1,164 萬 | 8.3% | −60,523−15.3% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 183,577 | $1,116 萬 | 8.0% | +13,055+7.7% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 255,710 | $1,116 萬 | 8.0% | −5,202−2.0% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 152,766 | $679.3 萬 | 4.8% | +33,890+28.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,653 | $654.4 萬 | 4.7% | −587−5.2% | 減碼 | – |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 138,841 | $540.0 萬 | 3.9% | +25,049+22.0% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 41,818 | $303.9 萬 | 2.2% | +431+1.0% | 加碼 | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 36,476 | $205.2 萬 | 1.5% | +1,082+3.1% | 加碼 | – |
| MTGMgic Investment Corp | COM | 63,856 | $186.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 22,671 | $184.0 萬 | 1.3% | +22,671 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,515 | $172.3 萬 | 1.2% | −431−14.6% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 7,042 | $151.2 萬 | 1.1% | +7,042 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,876 | $129.9 萬 | 0.9% | −70−1.8% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 35,139 | $117.0 萬 | 0.8% | +35,139 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,409 | $107.4 萬 | 0.8% | −3,770−41.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,505 | $99.7 萬 | 0.7% | +951+8.2% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,879 | $89.8 萬 | 0.6% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 4,956 | $84.8 萬 | 0.6% | −658−11.7% | 減碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 30,313 | $79.8 萬 | 0.6% | +16,226+115.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,893 | $78.7 萬 | 0.6% | +420+17.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,019 | $75.0 萬 | 0.5% | +427+11.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,232 | $74.6 萬 | 0.5% | +105+3.4% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,113 | $73.5 萬 | 0.5% | −519−7.8% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 9,655 | $72.5 萬 | 0.5% | −2,812−22.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 4,284 | $61.4 萬 | 0.4% | −686−13.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,260 | $60.9 萬 | 0.4% | +182+16.9% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 646 | $56.8 萬 | 0.4% | +2+0.3% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 13,224 | $54.6 萬 | 0.4% | +979+8.0% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 1,937 | $44.6 萬 | 0.3% | 00.0% | 不變 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,627 | $43.8 萬 | 0.3% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,225 | $42.4 萬 | 0.3% | +238+24.1% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 17,420 | $39.4 萬 | 0.3% | +555+3.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 3,463 | $38.6 萬 | 0.3% | +436+14.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 951 | $37.7 萬 | 0.3% | +951 | 新進 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 9,232 | $36.5 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,148 | $35.9 萬 | 0.3% | +88+8.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 13,023 | $35.7 萬 | 0.3% | −1,245−8.7% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 607 | $34.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,610 | $33.8 萬 | 0.2% | −4,080−34.9% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 2,734 | $27.1 萬 | 0.2% | −46−1.7% | 減碼 | – |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 3,359 | $26.8 萬 | 0.2% | 00.0% | 不變 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 6,507 | $25.0 萬 | 0.2% | −94−1.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 736 | $23.7 萬 | 0.2% | +736 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 747 | $23.4 萬 | 0.2% | +747 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 488 | $21.9 萬 | 0.2% | +488 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 849 | $21.5 萬 | 0.2% | −7−0.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,035 | $21.4 萬 | 0.2% | +1,035 | 新進 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 1,858 | $21.1 萬 | 0.2% | 00.0% | 不變 | – |