Seek First Inc.
- SEC CIK
- 0002060504
- 最新申報
- 2026/7/28
2025 年第 3 季持倉
持倉截至 2025/9/30,2025/11/12 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 59
- 較 2025 年第 2 季 +4
- 總值
- $1.39 億
- 較 2025 年第 2 季 +$1,562 萬 (+12.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 116,016 | $2,954 萬 | 21.2% | −5,710−4.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 699,012 | $2,231 萬 | 16.0% | −1,722−0.2% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 532,904 | $1,551 萬 | 11.2% | +14,773+2.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 13,658 | $607.4 萬 | 4.4% | +369+2.8% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 194,663 | $531.4 萬 | 3.8% | +7,829+4.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 226,267 | $526.8 萬 | 3.8% | +3,420+1.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 21,370 | $446.0 萬 | 3.2% | +224+1.1% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 189,096 | $436.4 萬 | 3.1% | +4,308+2.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,214 | $423.0 萬 | 3.0% | +198+1.4% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 106,459 | $355.3 萬 | 2.6% | +2,491+2.4% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 59,107 | $277.6 萬 | 2.0% | +173+0.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,987 | $199.0 萬 | 1.4% | −97−3.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,611 | $189.1 萬 | 1.4% | −545−6.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,880 | $184.3 萬 | 1.3% | +15+0.2% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,701 | $179.0 萬 | 1.3% | +72+0.6% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 53,563 | $158.8 萬 | 1.1% | +227+0.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 51,960 | $145.0 萬 | 1.0% | +564+1.1% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 54,331 | $132.6 萬 | 1.0% | −66−0.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 5,399 | $131.5 萬 | 0.9% | +5,399 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,827 | $127.4 萬 | 0.9% | +24+0.4% | 加碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 45,444 | $127.0 萬 | 0.9% | +1,079+2.4% | 加碼 | – |
| LRCXLam Research Corp | Stock | 9,366 | $125.4 萬 | 0.9% | +20+0.2% | 加碼 | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 33,698 | $108.9 萬 | 0.8% | +166+0.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,685 | $108.2 萬 | 0.8% | +14+0.4% | 加碼 | – |
| VVisa Inc. | Stock | 2,839 | $96.9 萬 | 0.7% | −11−0.4% | 減碼 | 歷史 |
| NVMINova Ltd. | COM | 2,955 | $94.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 7,818 | $86.8 萬 | 0.6% | +7,818 | 新進 | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 33,123 | $82.6 萬 | 0.6% | +368+1.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,221 | $73.3 萬 | 0.5% | +54+4.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,342 | $69.5 萬 | 0.5% | −16−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,705 | $68.8 萬 | 0.5% | +7+0.3% | 加碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 9,810 | $67.6 萬 | 0.5% | −1,146−10.5% | 減碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 28,461 | $66.5 萬 | 0.5% | −1,427−4.8% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,424 | $63.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,940 | $63.4 萬 | 0.5% | +12+0.4% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 17,153 | $57.8 萬 | 0.4% | +125+0.7% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 23,647 | $55.5 萬 | 0.4% | +406+1.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,002 | $50.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,383 | $45.4 萬 | 0.3% | +4+0.3% | 加碼 | – |
| LITELumentum Holdings Inc. | COM | 2,727 | $44.4 萬 | 0.3% | −1,950−41.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 21,682 | $42.7 萬 | 0.3% | +4,404+25.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 21,383 | $41.8 萬 | 0.3% | +4,420+26.1% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 5,999 | $41.0 萬 | 0.3% | +332+5.9% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 17,223 | $35.6 萬 | 0.3% | +3,618+26.6% | 加碼 | – |
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 8,225 | $34.4 萬 | 0.2% | −595−6.7% | 減碼 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 21,395 | $34.0 萬 | 0.2% | +397+1.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 707 | $33.9 萬 | 0.2% | +1+0.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 353 | $32.7 萬 | 0.2% | −5−1.4% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 5,765 | $30.2 萬 | 0.2% | −1,263−18.0% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,763 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NTAPNetApp, Inc. | Stock | 2,380 | $28.2 萬 | 0.2% | +10+0.4% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 2,607 | $24.9 萬 | 0.2% | +45+1.8% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 9,509 | $23.9 萬 | 0.2% | +90+1.0% | 加碼 | – |
| CVXChevron Corp | Stock | 1,436 | $22.3 萬 | 0.2% | −11−0.8% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 5,028 | $22.2 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 908 | $22.1 萬 | 0.2% | +908 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V290 | S&P500 EQL REL | 6,159 | $21.8 萬 | 0.2% | +36+0.6% | 加碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 1,562 | $21.4 萬 | 0.2% | −771−33.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,512 | $21.0 萬 | 0.2% | +3,512 | 新進 | – |