Ted Buchan & Co
- SEC CIK
- 0002033413
- 最新申報
- 2026/7/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 92
- 較 2025 年第 1 季 +6
- 總值
- $2.52 億
- 較 2025 年第 1 季 +$4,007 萬 (+18.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 200,738 | $1,991 萬 | 7.9% | +7,961+4.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 334,657 | $1,415 萬 | 5.6% | +9,010+2.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,380 | $1,265 萬 | 5.0% | +405+2.0% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 105,471 | $1,161 萬 | 4.6% | +6,918+7.0% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 136,865 | $1,134 萬 | 4.5% | −695−0.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,777 | $1,042 萬 | 4.1% | +10,504+79.1% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 175,162 | $965.1 萬 | 3.8% | +3,621+2.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 100,746 | $897.2 萬 | 3.6% | +9,031+9.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 295,937 | $784.2 萬 | 3.1% | −6,162−2.0% | 減碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 92,754 | $769.2 萬 | 3.1% | +7,235+8.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 48,258 | $762.4 萬 | 3.0% | +3,867+8.7% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 74,037 | $745.6 萬 | 3.0% | +2,240+3.1% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 84,975 | $720.7 萬 | 2.9% | +4,963+6.2% | 加碼 | – |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 265,428 | $700.0 萬 | 2.8% | +12,046+4.8% | 加碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 90,516 | $608.4 萬 | 2.4% | +5,127+6.0% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 59,757 | $534.2 萬 | 2.1% | +59,757 | 新進 | – |
| Strategic Trust48817R870 | RUNNING GWTH ETF | 139,127 | $470.8 萬 | 1.9% | +9,820+7.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 20,073 | $440.4 萬 | 1.8% | +1,916+10.6% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 5,070 | $406.3 萬 | 1.6% | +566+12.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,700 | $383.0 萬 | 1.5% | +929+13.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,380 | $368.8 萬 | 1.5% | +759+6.0% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,282 | $337.3 萬 | 1.3% | −174−3.9% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 12,242 | $326.7 萬 | 1.3% | +1,264+11.5% | 加碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 244,299 | $305.6 萬 | 1.2% | +22,376+10.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 16,879 | $299.4 萬 | 1.2% | +1,202+7.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,727 | $290.5 萬 | 1.2% | +1,227+49.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 62,609 | $283.4 萬 | 1.1% | +10,211+19.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,776 | $274.8 萬 | 1.1% | +44+1.6% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 960 | $250.9 萬 | 1.0% | +363+60.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,354 | $229.4 萬 | 0.9% | +1,454+24.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,678 | $224.7 萬 | 0.9% | +166+11.0% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 5,583 | $174.8 萬 | 0.7% | +1,805+47.8% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 290 | $167.9 萬 | 0.7% | +38+15.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,294 | $165.2 萬 | 0.7% | +1,259+20.9% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,170 | $162.1 萬 | 0.6% | +557+6.5% | 加碼 | – |
| SHOPShopify Inc. | Stock | 13,946 | $160.9 萬 | 0.6% | +1,949+16.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,424 | $157.0 萬 | 0.6% | +953+12.8% | 加碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q107 | PRICE BLUE CHIP | 30,439 | $138.0 萬 | 0.5% | −922−2.9% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 4,826 | $131.6 萬 | 0.5% | +827+20.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,880 | $130.0 萬 | 0.5% | +4,624+56.0% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 21,314 | $129.6 萬 | 0.5% | +21,314 | 新進 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 41,006 | $128.8 萬 | 0.5% | +8,117+24.7% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 17,408 | $128.2 萬 | 0.5% | −5,454−23.9% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,486 | $128.0 萬 | 0.5% | +13+0.3% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 27,225 | $126.0 萬 | 0.5% | +3,888+16.7% | 加碼 | 歷史 |
| LNCLincoln National Corp | COM | 36,180 | $125.2 萬 | 0.5% | −245−0.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,139 | $121.9 萬 | 0.5% | +498+18.9% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 27,866 | $119.8 萬 | 0.5% | +2,045+7.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 12,811 | $119.5 萬 | 0.5% | +3,297+34.7% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 24,790 | $117.3 萬 | 0.5% | +3,777+18.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 47,205 | $114.4 萬 | 0.5% | +14,235+43.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,477 | $98.7 萬 | 0.4% | +5,417+263.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 16,670 | $97.7 萬 | 0.4% | +2,237+15.5% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 11,436 | $95.8 萬 | 0.4% | −1,059−8.5% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 10,371 | $95.0 萬 | 0.4% | +2,305+28.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,158 | $93.7 萬 | 0.4% | −275−5.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,410 | $87.1 萬 | 0.3% | +81+6.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 798 | $82.0 萬 | 0.3% | +798 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,404 | $77.5 萬 | 0.3% | +51+3.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,523 | $72.3 萬 | 0.3% | −411−10.4% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,506 | $71.8 萬 | 0.3% | +2,043+45.8% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 1,815 | $70.2 萬 | 0.3% | +447+32.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,735 | $59.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,705 | $57.9 萬 | 0.2% | +1,705 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,590 | $57.5 萬 | 0.2% | −49−0.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,769 | $56.2 萬 | 0.2% | +50+2.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 22,860 | $55.9 萬 | 0.2% | +22,860 | 新進 | – |
| MCOMoodys Corp | Stock | 955 | $47.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 685 | $47.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 929 | $39.4 萬 | 0.2% | +929 | 新進 | – |
| CARRCarrier Global Corp | Stock | 5,070 | $37.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 658 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 3,041 | $36.2 萬 | 0.1% | +474+18.5% | 加碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 10,082 | $35.6 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 11,976 | $35.0 萬 | 0.1% | 00.0% | 不變 | – |
| ROPRoper Technologies Inc | Stock | 577 | $32.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,557 | $32.3 萬 | 0.1% | −958−27.3% | 減碼 | – |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 6,440 | $32.3 萬 | 0.1% | −450−6.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 663 | $32.2 萬 | 0.1% | +663 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 1,070 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 895 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 990 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,587 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 783 | $27.8 萬 | 0.1% | +783 | 新進 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 6,582 | $27.3 萬 | 0.1% | −1,050−13.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 954 | $26.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 6,680 | $25.1 萬 | 0.1% | −1,050−13.6% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 2,006 | $24.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 2,613 | $23.4 萬 | 0.1% | +2,613 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 862 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 424 | $21.6 萬 | 0.1% | +424 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 1,600 | $21.3 萬 | 0.1% | +1,600 | 新進 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 1,477 | $38.7 萬 | 0.2% | – |
| LOWLowes Companies Inc | Stock | 1,160 | $27.1 萬 | 0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,688 | $24.5 萬 | 0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,230 | $20.3 萬 | 0.1% | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 36,300 | $8.46 萬 | <0.1% | 歷史 |