Stanich Group LLC
- SEC CIK
- 0002023324
- 最新申報
- 2026/7/16
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/16 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 52
- 較 2026 年第 1 季 +5
- 總值
- $1.59 億
- 較 2026 年第 1 季 +$2,763 萬 (+21.1%)
| 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 | 551,409 | $7,292 萬 | 45.9% | +23,788+4.5% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 232,994 | $2,395 萬 | 15.1% | +13,984+6.4% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 147,616 | $807.3 萬 | 5.1% | +5,767+4.1% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 135,264 | $756.7 萬 | 4.8% | +4,956+3.8% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 245,088 | $580.4 萬 | 3.7% | +18,017+7.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 26,284 | $576.8 萬 | 3.6% | +2,893+12.4% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 23,005 | $327.6 萬 | 2.1% | −146−0.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 8,841 | $255.8 萬 | 1.6% | −199−2.2% | 減碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 21,771 | $214.0 萬 | 1.3% | +4,124+23.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 5,499 | $201.2 萬 | 1.3% | +1,120+25.6% | 加碼 | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 18,953 | $182.0 萬 | 1.1% | +3,165+20.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,397 | $175.0 萬 | 1.1% | −548−6.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 32,407 | $154.6 萬 | 1.0% | +6,684+26.0% | 加碼 | – |
| MUMicron Technology Inc | Stock | 1,325 | $152.9 萬 | 1.0% | −162−10.9% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,455 | $112.4 萬 | 0.7% | −2,397−35.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,588 | $109.1 萬 | 0.7% | −32−2.0% | 減碼 | – |
| iShares Tr46434V639 | CUR HD EURZN ETF | 21,665 | $108.7 萬 | 0.7% | +3,916+22.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,677 | $93.6 萬 | 0.6% | +159+3.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,310 | $86.2 萬 | 0.5% | +13+0.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,512 | $86.0 萬 | 0.5% | +605+15.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,112 | $83.3 萬 | 0.5% | +495+80.2% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,355 | $81.3 萬 | 0.5% | −193−5.4% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,987 | $67.2 萬 | 0.4% | +1,037+8.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,809 | $54.4 萬 | 0.3% | −1,164−39.2% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 926 | $53.8 萬 | 0.3% | +926 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,080 | $53.7 萬 | 0.3% | −95−1.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,181 | $52.0 萬 | 0.3% | +70+3.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,057 | $50.4 萬 | 0.3% | −7,323−64.3% | 減碼依 4 比 1 拆股換算 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,911 | $49.2 萬 | 0.3% | +10.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,162 | $41.5 萬 | 0.3% | +76+7.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 553 | $38.9 萬 | 0.2% | −603−52.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 482 | $36.0 萬 | 0.2% | −817−62.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 969 | $34.2 萬 | 0.2% | −254−20.8% | 減碼 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,824 | $33.9 萬 | 0.2% | −372−11.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,332 | $33.8 萬 | 0.2% | +83+6.6% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,216 | $31.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,547 | $30.4 萬 | 0.2% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| LLYEli Lilly & Co | Stock | 252 | $30.2 萬 | 0.2% | +17+7.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 3,973 | $30.1 萬 | 0.2% | −70−1.7% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,437 | $28.6 萬 | 0.2% | +2+0.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 841 | $28.5 萬 | 0.2% | +841 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 749 | $28.3 萬 | 0.2% | +76+11.3% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,386 | $28.0 萬 | 0.2% | −104−4.2% | 減碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,793 | $27.7 萬 | 0.2% | +99+5.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 4,570 | $26.4 萬 | 0.2% | −96−2.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,909 | $26.3 萬 | 0.2% | +1,909 | 新進 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 3,697 | $25.1 萬 | 0.2% | +3,697 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 995 | $22.6 萬 | 0.1% | +995 | 新進 | – |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 3,855 | $22.2 萬 | 0.1% | +3,855 | 新進 | – |
| Listed FDS Tr53656F607 | WAHED FTSE ETF | 3,100 | $22.1 萬 | 0.1% | +3,100 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 434 | $21.7 萬 | 0.1% | +434 | 新進 | 歷史 |
| PBAPembina Pipeline Corp | COM | 4,680 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。