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Christine Messmer PC

SEC CIK
0002097609
最新申報
2026/7/23

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/4/21 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
80
較 2025 年第 4 季 +1
總值
$1.56 億
較 2025 年第 4 季 +$307.1 萬 (+2.0%)
申報日
2026/4/21
SEC
Christine Messmer PC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Intermediate-Term Bond ETF921937819ETF307,817$2,376 萬15.2%+74,127+31.7%加碼–
SPDR Series Trust78468R606ST PORT HIGH ETF749,153$1,747 萬11.2%+15,343+2.1%加碼–
GOOGLAlphabet Inc.Stock25,736$740.1 萬4.7%−1,206−4.5%減碼歷史
AMZNAmazon Com IncStock33,250$692.5 萬4.4%+706+2.2%加碼歷史
AAPLApple Inc.Stock27,207$690.5 萬4.4%−1,412−4.9%減碼歷史
MSFTMicrosoft CorpStock17,158$635.1 萬4.1%+460+2.8%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR18,257$617.0 萬3.9%−888−4.6%減碼歷史
Vanguard Total Bond Market ETF921937835ETF80,248$590.9 萬3.8%−11,090−12.1%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF22,386$586.3 萬3.7%+1,405+6.7%加碼–
NVDANVIDIA CorpStock26,183$456.6 萬2.9%+62+0.2%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD54,423$431.4 萬2.8%−18,173−25.0%減碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD66,836$333.4 萬2.1%−1,433−2.1%減碼–
VZVerizon Communications IncStock65,452$328.6 萬2.1%+3,370+5.4%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF13,237$287.6 萬1.8%−600−4.3%減碼–
GSKGSK plcADR49,718$274.4 萬1.8%+2,242+4.7%加碼歷史
XOMExxonMobil Holdings CorpCOM14,902$252.8 萬1.6%−1,104−6.9%減碼歷史
MRKMerck & Co., Inc.Stock17,400$209.3 萬1.3%+328+1.9%加碼歷史
JPMJPMorgan Chase & CoStock6,796$199.9 萬1.3%+180+2.7%加碼歷史
UPSUnited Parcel Service IncStock19,418$191.0 萬1.2%+2,677+16.0%加碼歷史
CEGConstellation Energy CorpStock6,540$182.6 萬1.2%+361+5.8%加碼歷史
LMTLockheed Martin CorpStock2,696$162.9 萬1.0%−18−0.7%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF10,883$161.2 萬1.0%−3,354−23.6%減碼–
Vanguard Star FDS921909768VG TL INTL STK F20,185$155.6 萬1.0%+6,993+53.0%加碼–
APDAir Products & Chemicals, Inc.Stock5,198$151.0 萬1.0%+1,200+30.0%加碼歷史
HSYHershey CoCOM7,081$147.2 萬0.9%+105+1.5%加碼歷史
WTRGEssential Utilities, Inc.COM35,250$142.0 萬0.9%+2,756+8.5%加碼歷史
Vanguard Information Technology ETF92204A702ETF1,951$136.1 萬0.9%−21−1.1%減碼–
AMGNAmgen IncStock3,698$130.1 萬0.8%+36+1.0%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF3,567$128.1 萬0.8%−29−0.8%減碼–
PEPPepsiCo IncStock7,945$123.4 萬0.8%+1,191+17.6%加碼歷史
GDGeneral Dynamics CorpStock3,388$116.3 萬0.7%−147−4.2%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF3,461$111.0 萬0.7%+35+1.0%加碼–
NEENextera Energy IncStock10,359$96.2 萬0.6%+168+1.6%加碼歷史
Vanguard Industrials ETF92204A603ETF2,753$86.0 萬0.5%−45−1.6%減碼–
MDTMedtronic plcStock9,618$83.3 萬0.5%−440−4.4%減碼歷史
DDDuPont de Nemours, Inc.COM17,842$81.7 萬0.5%+3,488+24.3%加碼歷史
CATCaterpillar IncStock1,136$80.5 萬0.5%+2+0.2%加碼歷史
QQnity Electronics, Inc.COMMON STOCK6,394$73.8 萬0.5%−131−2.0%減碼歷史
METAMeta Platforms, Inc.Stock1,121$64.2 萬0.4%+335+42.6%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF2,898$62.3 萬0.4%−981−25.3%減碼–
Vanguard Health Care ETF92204A504ETF2,218$60.4 萬0.4%−42−1.9%減碼–
BMYBristol Myers Squibb CoStock9,828$59.6 萬0.4%+1,076+12.3%加碼歷史
TSLATesla, Inc.Stock1,537$57.1 萬0.4%+15+1.0%加碼歷史
OKEONEOK IncCOM5,912$53.4 萬0.3%+5,912新進歷史
QCOMQualcomm IncStock4,127$53.1 萬0.3%−233−5.3%減碼歷史
RTXRTX CorpStock2,685$51.8 萬0.3%−738−21.6%減碼歷史
ORCLOracle CorpStock3,487$51.3 萬0.3%+43+1.2%加碼歷史
JNJJohnson & JohnsonStock2,021$49.4 萬0.3%+11+0.5%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,630$49.3 萬0.3%−24−1.5%減碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,609$48.1 萬0.3%+14+0.5%加碼–
Vanguard Materials ETF92204A801ETF2,044$46.1 萬0.3%−59−2.8%減碼–
SLBSLB LimitedStock8,848$45.5 萬0.3%−2,124−19.4%減碼歷史
Vanguard Morningstar Value ETF922908744ETF2,242$44.0 萬0.3%+13+0.6%加碼–
FISFidelity National Information Services, Inc.Stock9,150$42.9 萬0.3%−2,111−18.7%減碼歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT5,016$42.6 萬0.3%+7+0.1%加碼–
ENBEnbridge IncStock7,519$40.7 萬0.3%00.0%不變歷史
CVXChevron CorpStock1,911$39.5 萬0.3%+18+1.0%加碼歷史
ABBVAbbVie Inc.Stock1,770$38.5 萬0.2%+13+0.7%加碼歷史
STLDSteel Dynamics IncCOM2,103$37.9 萬0.2%−143−6.4%減碼歷史
CMCSAComcast CorpStock13,075$37.5 萬0.2%−672−4.9%減碼歷史
NVONovo Nordisk A SADR10,170$37.4 萬0.2%+10,170新進歷史
CPBCAMPBELL'S CoCOM16,373$36.5 萬0.2%−569−3.4%減碼歷史
URIUnited Rentals, Inc.COM498$36.3 萬0.2%+1+0.2%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM952$36.2 萬0.2%−6−0.6%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF1,558$35.0 萬0.2%−52−3.2%減碼–
MCDMcDonalds CorpStock1,062$33.0 萬0.2%−73−6.4%減碼歷史
ROKRockwell Automation, IncStock879$31.5 萬0.2%+4+0.5%加碼歷史
AVGOBroadcom Inc.Stock1,008$31.2 萬0.2%+2+0.2%加碼歷史
AMTAmerican Tower CorpREIT1,758$30.3 萬0.2%+1,758新進歷史
Vanguard Morningstar Growth ETF922908736ETF670$29.3 萬0.2%00.0%不變–
Vanguard World FD921910873MEGA CAP INDEX1,138$26.9 萬0.2%+4+0.4%加碼–
STZConstellation Brands, Inc.Stock1,772$26.6 萬0.2%+1,772新進歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,976$26.3 萬0.2%+2+0.1%加碼–
Vanguard Utilities ETF92204A876ETF1,271$25.2 萬0.2%−69−5.1%減碼–
Vanguard S&P 500 ETF922908363ETF417$24.9 萬0.2%+2+0.5%加碼–
IIINInsteel Industries IncCOM6,908$23.2 萬0.1%−164−2.3%減碼歷史
ZBRAZebra Technologies CorpCL A1,057$22.1 萬0.1%−54−4.9%減碼歷史
SYYSysco CorpStock3,047$21.7 萬0.1%+22+0.7%加碼歷史
PFEPfizer IncStock7,567$21.2 萬0.1%+7,567新進歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF711$20.4 萬0.1%+19+2.7%加碼–

2025 年第 4 季之後清倉(4 檔)

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Christine Messmer PC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
UNHUnitedHealth Group IncStock781$25.8 萬0.2%歷史
MMM3M CoStock1,489$23.8 萬0.2%歷史
iShares Core S&P 500 ETF464287200ETF304$20.8 萬0.1%–
SWKSSkyworks Solutions, Inc.Stock3,270$20.7 萬0.1%歷史