StoryOne LLC
- SEC CIK
- 0002079652
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/24。SEC
- 持股檔數
- 79
- 較 2026 年第 1 季 +6
- 總值
- $2.12 億
- 較 2026 年第 1 季 +$3,421.94 萬 (+19.3%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 55,596 | $4,094.1 萬 | 19.35% | +55,596 | 加碼 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 32,979 | $2,265 萬 | 10.70% | +32,979 | 加碼 | – |
| ISHARES RUSSELL MID-CAP GROWTH ETF464287481 | ETF | 148,100 | $2,168.33 萬 | 10.25% | +148,100 | 加碼 | – |
| DIASTATE STR SPDR DOW JONES IND | UT SER 1 | 39,490 | $2,062.93 萬 | 9.75% | +39,490 | 加碼 | 查看 |
| VICTORY PORTFOLIOS II92647N535 | SHORT TRM BD ETF | 277,676 | $1,405.6 萬 | 6.64% | +277,676 | 加碼 | – |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887 | ETF | 53,324 | $952.37 萬 | 4.50% | +53,324 | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 31,120 | $622.68 萬 | 2.94% | +31,120 | 加碼 | 查看 |
| ISHARES CORE U.S. AGGREGATE BOND ETF464287226 | ETF | 61,681 | $610.52 萬 | 2.89% | +61,681 | 加碼 | – |
| AAPLAPPLE INC COM | Stock | 20,930 | $605.63 萬 | 2.86% | +20,930 | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 11,546 | $430.69 萬 | 2.04% | +11,546 | 加碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 11,024 | $393.96 萬 | 1.86% | +11,024 | 加碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 6,639 | $385.67 萬 | 1.82% | +6,639 | 加碼 | 查看 |
| ISHARES TR464287622 | RUS 1000 ETF | 9,116 | $373.3 萬 | 1.76% | +9,116 | 加碼 | – |
| METAMETA PLATFORMS INC CL A | Stock | 5,232 | $294.71 萬 | 1.39% | +5,232 | 加碼 | 查看 |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 41,186 | $293.45 萬 | 1.39% | +41,186 | 加碼 | – |
| FIRST TR EXCHANGE-TRADED ALP33737M300 | SML CP GRW ALP | 22,632 | $288.2 萬 | 1.36% | +22,632 | 加碼 | – |
| AVGOBROADCOM INC COM | Stock | 6,466 | $244.25 萬 | 1.15% | +6,466 | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 8,776 | $209.17 萬 | 0.99% | +8,776 | 加碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 5,739 | $202.78 萬 | 0.96% | +5,739 | 加碼 | 查看 |
| GLDSPDR GOLD SHARES | ETF | 5,198 | $191.48 萬 | 0.90% | +5,198 | 加碼 | 查看 |
| ISHARES MSCI EAFE ETF464287465 | ETF | 17,395 | $180.7 萬 | 0.85% | +17,395 | 加碼 | – |
| TSLATESLA INC COM | Stock | 3,323 | $139.77 萬 | 0.66% | +3,323 | 加碼 | 查看 |
| ISHARES SEMICONDUCTOR ETF464287523 | ETF | 1,935 | $123.99 萬 | 0.59% | +1,935 | 加碼 | – |
| MUMICRON TECHNOLOGY INC COM | Stock | 923 | $106.54 萬 | 0.50% | +923 | 加碼 | 查看 |
| RIVIAN AUTOMOTIVE INC76954A903 | COM CL A | 1,330 | $103.15 萬 | 0.49% | −142,370−99.1% | 減碼 | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,903 | $95.22 萬 | 0.45% | +1,903 | 加碼 | 查看 |
| ORCLORACLE CORP COM | Stock | 6,429 | $94.22 萬 | 0.45% | +6,429 | 加碼 | 查看 |
| VANGUARD WORLD FD921910873 | MEGA CAP INDEX | 3,375 | $92.35 萬 | 0.44% | +3,375 | 加碼 | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 9,954 | $85.74 萬 | 0.41% | +9,954 | 加碼 | – |
| LLYELI LILLY & CO COM | Stock | 707 | $84.8 萬 | 0.40% | +707 | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 2,555 | $83.63 萬 | 0.40% | +2,555 | 加碼 | 查看 |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 28,280 | $78.34 萬 | 0.37% | +28,280 | 加碼 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 1,013 | $75.83 萬 | 0.36% | +1,013 | 加碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 2,020 | $74.75 萬 | 0.35% | +2,020 | 加碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 2,811 | $71.39 萬 | 0.34% | +2,811 | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 5,206 | $71.18 萬 | 0.34% | +5,206 | 加碼 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 5,413 | $63.58 萬 | 0.30% | +5,413 | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 1,836 | $62.99 萬 | 0.30% | +1,836 | 加碼 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 1,431 | $62.01 萬 | 0.29% | +1,431 | 加碼 | 查看 |
| WMTWALMART INC COM | Stock | 5,461 | $61.85 萬 | 0.29% | +5,461 | 加碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 779 | $56.32 萬 | 0.27% | +779 | 加碼 | 查看 |
| INTCINTEL CORP COM | Stock | 3,616 | $50.49 萬 | 0.24% | +3,616 | 新進 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 1,310 | $48.96 萬 | 0.23% | +1,310 | 加碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 451 | $48.03 萬 | 0.23% | +451 | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 1,811 | $45.57 萬 | 0.22% | +1,811 | 加碼 | 查看 |
| ISHARES TR464288661 | 3 7 YR TREAS BD | 3,651 | $42.88 萬 | 0.20% | +3,651 | 加碼 | – |
| KLACKLA CORP | COM NEW | 1,390 | $41.94 萬 | 0.20% | +1,390 | 新進 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 354 | $41.59 萬 | 0.20% | +354 | 加碼 | 查看 |
| WDCWESTERN DIGITAL CORP | COM | 621 | $39.66 萬 | 0.19% | +621 | 新進 | 查看 |
| MRVLMARVELL TECHNOLOGY INC | COM | 1,283 | $38.22 萬 | 0.18% | +1,283 | 新進 | 查看 |
| HDHOME DEPOT INC COM | Stock | 1,082 | $38.16 萬 | 0.18% | +1,082 | 加碼 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 4,345 | $38.14 萬 | 0.18% | +4,345 | 加碼 | 查看 |
| SCHWAB U.S. BROAD MARKET ETF808524102 | ETF | 12,984 | $37.6 萬 | 0.18% | +12,984 | 加碼 | – |
| APHAMPHENOL CORP NEW | CL A | 2,078 | $36.64 萬 | 0.17% | +2,078 | 加碼 | 查看 |
| FBTCFIDELITY WISE ORIGIN BITCOIN | SHS | 6,412 | $32.73 萬 | 0.15% | +6,412 | 加碼 | 查看 |
| WFCWELLS FARGO & CO COM | Stock | 3,766 | $31.12 萬 | 0.15% | +3,766 | 加碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 2,065 | $30.28 萬 | 0.14% | +2,065 | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 1,789 | $29.65 萬 | 0.14% | +1,789 | 加碼 | 查看 |
| MSMORGAN STANLEY COM NEW | Stock | 1,415 | $29.58 萬 | 0.14% | +1,415 | 加碼 | 查看 |
| BACBANK OF AMER CORP COM | Stock | 5,143 | $29.3 萬 | 0.14% | +5,143 | 加碼 | 查看 |
| ANETARISTA NETWORKS INC COM SHS | Stock | 1,708 | $29.02 萬 | 0.14% | +1,708 | 新進 | 查看 |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 2,460 | $28.7 萬 | 0.14% | +2,460 | 加碼 | 查看 |
| VANGUARD SCOTTSDALE FDS92206C680 | VNG RUS1000GRW | 2,205 | $28.18 萬 | 0.13% | +2,205 | 加碼 | – |
| ACLSAXCELIS TECHNOLOGIES INC COM NEW | Stock | 1,476 | $27.96 萬 | 0.13% | +1,476 | 新進 | 查看 |
| KOCOCA COLA CO COM | Stock | 3,408 | $27.7 萬 | 0.13% | +3,408 | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 290 | $27.13 萬 | 0.13% | +290 | 加碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 262 | $26.5 萬 | 0.13% | +262 | 加碼 | 查看 |
| WELLWELLTOWER INC COM | REIT | 1,158 | $26.28 萬 | 0.12% | +1,158 | 加碼 | 查看 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 1,372 | $26.14 萬 | 0.12% | +1,372 | 新進 | – |
| PANWPALO ALTO NETWORKS INC COM | Stock | 714 | $24.35 萬 | 0.12% | +714 | 新進 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 471 | $24.19 萬 | 0.11% | +471 | 加碼 | 查看 |
| LINLINDE PLC SHS | Stock | 425 | $22.06 萬 | 0.10% | +425 | 加碼 | 查看 |
| VANECK SEMICONDUCTOR ETF92189F676 | ETF | 334 | $21.92 萬 | 0.10% | +334 | 新進 | – |
| CCITIGROUP INC COM NEW | Stock | 1,541 | $21.57 萬 | 0.10% | +1,541 | 新進 | 查看 |
| SNDKSANDISK CORP | COM | 94 | $21.37 萬 | 0.10% | +94 | 新進 | 查看 |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 220 | $21.23 萬 | 0.10% | +220 | 新進 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 702 | $20.92 萬 | 0.10% | +702 | 新進 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 413 | $20.71 萬 | 0.10% | +413 | 加碼 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 484 | $20.12 萬 | 0.10% | +484 | 新進 | 查看 |
2026 年第 1 季 之後清倉（8 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| PSBDPALMER SQUARE CAPITAL BDC IN | COM SHS | 0 | $42.29 萬 | 0.24% |
| SPDR INDEX SHS FDS78463X871 | ST INTL CAP ETF | 0 | $27.69 萬 | 0.16% |
| NFLXNETFLIX INC. COM | Stock | 0 | $27.02 萬 | 0.15% |
| PEPPEPSICO INC COM | Stock | 0 | $24.46 萬 | 0.14% |
| HONHoneywell Technologies | COM | 0 | $22.92 萬 | 0.13% |
| TJXTJX COS INC NEW COM | Stock | 0 | $22.66 萬 | 0.13% |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 0 | $21.6 萬 | 0.12% |
| VANGUARD TOTAL BOND MARKET ETF921937835 | ETF | 0 | $21.36 萬 | 0.12% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/24 | 79 | $2.12 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/4/22 | 73 | $1.77 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/1/28 | 68 | $1.65 億 | – | SEC |