Seek First Inc.
- SEC CIK
- 0002060504
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 55
- 較 2025 年第 1 季 +2
- 總值
- $1.23 億
- 較 2025 年第 1 季 +$1,083 萬 (+9.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 121,726 | $2,497 萬 | 20.2% | +4,383+3.7% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 700,734 | $2,047 萬 | 16.6% | +34,006+5.1% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 518,131 | $1,434 萬 | 11.6% | +34,193+7.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 186,834 | $495.1 萬 | 4.0% | +8,606+4.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 222,847 | $492.5 萬 | 4.0% | −2,969−1.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 13,289 | $422.1 萬 | 3.4% | +475+3.7% | 加碼 | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 184,788 | $420.6 萬 | 3.4% | +18,306+11.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 21,146 | $412.4 萬 | 3.3% | +791+3.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,016 | $388.1 萬 | 3.1% | +788+6.0% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 103,968 | $313.4 萬 | 2.5% | +6,069+6.2% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 58,934 | $273.1 萬 | 2.2% | +4,842+9.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 9,156 | $200.9 萬 | 1.6% | +50+0.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,084 | $190.5 萬 | 1.5% | −51−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,865 | $174.3 萬 | 1.4% | −303−3.0% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,629 | $168.4 萬 | 1.4% | +121+1.0% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 53,336 | $149.6 萬 | 1.2% | +192+0.4% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 54,397 | $132.6 萬 | 1.1% | +2,449+4.7% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 51,396 | $130.0 萬 | 1.1% | −835−1.6% | 減碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 44,365 | $121.3 萬 | 1.0% | +1,175+2.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 6,803 | $107.5 萬 | 0.9% | +26+0.4% | 加碼 | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 33,532 | $106.9 萬 | 0.9% | +760+2.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,671 | $102.7 萬 | 0.8% | +49+1.4% | 加碼 | – |
| VVisa Inc. | Stock | 2,850 | $101.2 萬 | 0.8% | +18+0.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 9,346 | $91.0 萬 | 0.7% | +33+0.4% | 加碼 | 歷史 |
| NVMINova Ltd. | COM | 2,955 | $81.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 32,755 | $81.3 萬 | 0.7% | +358+1.1% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,424 | $77.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 10,956 | $70.1 萬 | 0.6% | +40+0.4% | 加碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 29,888 | $69.8 萬 | 0.6% | +316+1.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,358 | $67.5 萬 | 0.5% | +20+1.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,167 | $64.4 萬 | 0.5% | +45+4.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,698 | $63.9 萬 | 0.5% | −357−11.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,928 | $59.9 萬 | 0.5% | +92+3.2% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 17,028 | $54.1 萬 | 0.4% | +216+1.3% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 23,241 | $54.0 萬 | 0.4% | +458+2.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,002 | $48.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LITELumentum Holdings Inc. | COM | 4,677 | $44.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,379 | $41.9 萬 | 0.3% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 5,667 | $39.3 萬 | 0.3% | −2,057−26.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 358 | $35.4 萬 | 0.3% | +9+2.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 7,028 | $35.2 萬 | 0.3% | +47+0.7% | 加碼 | – |
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 8,820 | $35.0 萬 | 0.3% | +21+0.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 17,278 | $34.0 萬 | 0.3% | +6,099+54.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 16,963 | $33.1 萬 | 0.3% | +6,139+56.7% | 加碼 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 20,998 | $32.5 萬 | 0.3% | +4,449+26.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 706 | $31.0 萬 | 0.3% | +10+1.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 13,605 | $28.1 萬 | 0.2% | +13,605 | 新進 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,333 | $27.5 萬 | 0.2% | +48+2.1% | 加碼 | – |
| NTAPNetApp, Inc. | Stock | 2,370 | $25.2 萬 | 0.2% | +13+0.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,763 | $25.0 萬 | 0.2% | +1,763 | 新進 | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 2,562 | $24.3 萬 | 0.2% | +46+1.8% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 9,419 | $23.6 萬 | 0.2% | +89+1.0% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 5,028 | $21.7 萬 | 0.2% | +5,028 | 新進 | – |
| Invesco Exchange Traded FD T46137V290 | S&P500 EQL REL | 6,123 | $21.4 萬 | 0.2% | +36+0.6% | 加碼 | – |
| CVXChevron Corp | Stock | 1,447 | $20.7 萬 | 0.2% | +16+1.1% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。