Seek First Inc.
- SEC CIK
- 0002060504
- 最新申報
- 2026/7/28
2025 年第 4 季持倉
持倉截至 2025/12/31,2026/1/30 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 59
- 較 2025 年第 3 季 0
- 總值
- $1.45 億
- 較 2025 年第 3 季 +$602.5 萬 (+4.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 117,226 | $3,187 萬 | 22.0% | +1,210+1.0% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 703,953 | $2,296 萬 | 15.8% | +4,941+0.7% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 540,874 | $1,602 萬 | 11.0% | +7,970+1.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 232,695 | $559.4 萬 | 3.9% | +6,428+2.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 187,947 | $515.5 萬 | 3.6% | −6,716−3.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 21,713 | $459.9 萬 | 3.2% | +343+1.6% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 193,224 | $443.8 萬 | 3.1% | +4,128+2.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,373 | $434.2 萬 | 3.0% | +159+1.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 9,002 | $404.8 萬 | 2.8% | −4,656−34.1% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 110,931 | $363.3 萬 | 2.5% | +4,472+4.2% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 60,585 | $285.2 萬 | 2.0% | +1,478+2.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,928 | $199.6 萬 | 1.4% | −59−2.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,616 | $198.9 萬 | 1.4% | +5+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,755 | $186.3 萬 | 1.3% | −125−1.3% | 減碼 | – |
| CFLTConfluent, Inc. | CLASS A COM | 58,473 | $176.8 萬 | 1.2% | +58,473 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,204 | $175.1 萬 | 1.2% | −497−3.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 5,399 | $169.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 53,798 | $161.8 萬 | 1.1% | +235+0.4% | 加碼 | – |
| LRCXLam Research Corp | Stock | 9,201 | $157.5 萬 | 1.1% | −165−1.8% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 52,189 | $148.6 萬 | 1.0% | +229+0.4% | 加碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 45,874 | $136.8 萬 | 0.9% | +430+0.9% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 55,534 | $135.3 萬 | 0.9% | +1,203+2.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 6,677 | $124.5 萬 | 0.9% | −150−2.2% | 減碼 | 歷史 |
| NVMINova Ltd. | COM | 3,713 | $121.9 萬 | 0.8% | +758+25.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,990 | $115.5 萬 | 0.8% | +8,991+149.9% | 加碼 | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 34,539 | $109.5 萬 | 0.8% | +841+2.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,703 | $107.5 萬 | 0.7% | +18+0.5% | 加碼 | – |
| VVisa Inc. | Stock | 2,844 | $99.7 萬 | 0.7% | +5+0.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,343 | $85.9 萬 | 0.6% | +3,343 | 新進 | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 33,676 | $83.9 萬 | 0.6% | +553+1.7% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,424 | $80.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,290 | $79.2 萬 | 0.5% | +69+5.7% | 加碼 | – |
| LITELumentum Holdings Inc. | COM | 2,000 | $73.7 萬 | 0.5% | −727−26.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,707 | $69.8 萬 | 0.5% | +2+0.1% | 加碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 9,679 | $68.6 萬 | 0.5% | −131−1.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,972 | $65.3 萬 | 0.5% | +32+1.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,320 | $63.8 萬 | 0.4% | −22−1.6% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 5,060 | $62.1 萬 | 0.4% | −2,758−35.3% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 17,149 | $57.4 萬 | 0.4% | −40.0% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 24,044 | $56.2 萬 | 0.4% | +397+1.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,002 | $50.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,391 | $46.6 萬 | 0.3% | +8+0.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 22,490 | $44.4 萬 | 0.3% | +808+3.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 22,163 | $43.4 萬 | 0.3% | +780+3.6% | 加碼 | – |
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 8,261 | $36.0 萬 | 0.2% | +36+0.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 709 | $34.6 萬 | 0.2% | +2+0.3% | 加碼 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 21,804 | $33.4 萬 | 0.2% | +409+1.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 351 | $30.2 萬 | 0.2% | −2−0.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 5,807 | $30.0 萬 | 0.2% | +42+0.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 909 | $28.4 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 2,389 | $25.6 萬 | 0.2% | +9+0.4% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 2,655 | $25.2 萬 | 0.2% | +48+1.8% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 9,626 | $24.1 萬 | 0.2% | +117+1.2% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,124 | $24.1 萬 | 0.2% | −639−36.2% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 5,078 | $23.1 萬 | 0.2% | +50+1.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,569 | $22.3 萬 | 0.2% | +57+1.6% | 加碼 | – |
| CVXChevron Corp | Stock | 1,439 | $21.9 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 3,018 | $21.2 萬 | 0.1% | −106−3.4% | 減碼依 2 比 1 拆股換算 | – |
| Invesco Exchange Traded FD T46137V290 | S&P500 EQL REL | 6,200 | $20.8 萬 | 0.1% | +41+0.7% | 加碼 | – |
2025 年第 3 季之後清倉(2 檔)
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46436E866 | IBONDS 25 TRM TS | 28,461 | $66.5 萬 | 0.5% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 17,223 | $35.6 萬 | 0.3% | – |