Stanich Group LLC
- SEC CIK
- 0002023324
- 最新申報
- 2026/7/16
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/15 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 56
- 較 2025 年第 2 季 +17
- 總值
- $1.63 億
- 較 2025 年第 2 季 +$5,170 萬 (+46.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910733 | ESG US STK ETF | 493,435 | $5,845 萬 | 35.8% | +4,127+0.8% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 200,733 | $1,866 萬 | 11.4% | +8,993+4.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 120,657 | $1,210 萬 | 7.4% | +120,657 | 新進 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 155,724 | $916.6 萬 | 5.6% | +155,724 | 新進 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 130,735 | $567.6 萬 | 3.5% | +2,257+1.8% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 235,868 | $555.8 萬 | 3.4% | +235,868 | 新進 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 122,367 | $551.8 萬 | 3.4% | +3,142+2.6% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 24,393 | $474.5 萬 | 2.9% | +693+2.9% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 196,137 | $423.1 萬 | 2.6% | +196,137 | 新進 | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 183,799 | $412.7 萬 | 2.5% | +183,799 | 新進 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 23,267 | $293.0 萬 | 1.8% | −74−0.3% | 減碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 92,752 | $234.8 萬 | 1.4% | +92,752 | 新進 | – |
| AAPLApple Inc. | Stock | 8,975 | $228.5 萬 | 1.4% | −46−0.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,029 | $173.3 萬 | 1.1% | −659−7.6% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 18,700 | $154.7 萬 | 0.9% | +599+3.3% | 加碼 | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 16,631 | $146.2 萬 | 0.9% | +376+2.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,992 | $140.2 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,700 | $139.9 萬 | 0.9% | +162+3.6% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 6,839 | $133.9 萬 | 0.8% | −617−8.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,296 | $118.9 萬 | 0.7% | +4+0.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 25,468 | $112.1 萬 | 0.7% | +2,103+9.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,632 | $99.9 萬 | 0.6% | −4−0.2% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 18,243 | $93.5 萬 | 0.6% | +18,243 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,298 | $86.5 萬 | 0.5% | +26+2.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,505 | $84.1 萬 | 0.5% | +733+19.4% | 加碼 | 歷史 |
| iShares Tr46434V639 | CUR HD EURZN ETF | 18,994 | $80.1 萬 | 0.5% | +520+2.8% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,541 | $72.1 萬 | 0.4% | −222−5.9% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,969 | $71.8 萬 | 0.4% | −42−1.4% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,160 | $69.2 萬 | 0.4% | −13−1.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 6,846 | $67.1 萬 | 0.4% | +6,846 | 新進 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,606 | $59.0 萬 | 0.4% | +884+7.5% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 12,532 | $58.5 萬 | 0.4% | +12,532 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,999 | $56.4 萬 | 0.3% | +48+2.5% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,728 | $52.6 萬 | 0.3% | +319+4.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,571 | $48.7 萬 | 0.3% | +4,571 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 2,141 | $47.0 萬 | 0.3% | −110−4.9% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 8,322 | $42.7 萬 | 0.3% | +8,322 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,062 | $42.3 萬 | 0.3% | +10.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,167 | $41.5 萬 | 0.3% | +1,167 | 新進 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,316 | $39.8 萬 | 0.2% | −55−1.6% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,216 | $33.3 萬 | 0.2% | +4,216 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 490 | $32.8 萬 | 0.2% | −8−1.6% | 減碼 | – |
| MUMicron Technology Inc | Stock | 1,931 | $32.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,245 | $29.8 萬 | 0.2% | −50−3.9% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 5,364 | $28.6 萬 | 0.2% | +5,364 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,262 | $28.5 萬 | 0.2% | −230−4.2% | 減碼 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,117 | $27.1 萬 | 0.2% | −10.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,027 | $25.0 萬 | 0.2% | +1,027 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,771 | $24.9 萬 | 0.2% | −299−14.4% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 3,988 | $23.6 萬 | 0.1% | +3,988 | 新進 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,435 | $23.3 萬 | 0.1% | −440−15.3% | 減碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,685 | $22.9 萬 | 0.1% | +4+0.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 306 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,226 | $22.7 萬 | 0.1% | +1,226 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 673 | $22.2 萬 | 0.1% | +673 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 4,691 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。