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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 307,817 | $2,376 萬 | 15.2% | +74,127+31.7% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 749,153 | $1,747 萬 | 11.2% | +15,343+2.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 25,736 | $740.1 萬 | 4.7% | −1,206−4.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,250 | $692.5 萬 | 4.4% | +706+2.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 27,207 | $690.5 萬 | 4.4% | −1,412−4.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,158 | $635.1 萬 | 4.1% | +460+2.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,257 | $617.0 萬 | 3.9% | −888−4.6% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 80,248 | $590.9 萬 | 3.8% | −11,090−12.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,386 | $586.3 萬 | 3.7% | +1,405+6.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 26,183 | $456.6 萬 | 2.9% | +62+0.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 54,423 | $431.4 萬 | 2.8% | −18,173−25.0% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 66,836 | $333.4 萬 | 2.1% | −1,433−2.1% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 65,452 | $328.6 萬 | 2.1% | +3,370+5.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 13,237 | $287.6 萬 | 1.8% | −600−4.3% | 減碼 | – |
| GSKGSK plc | ADR | 49,718 | $274.4 萬 | 1.8% | +2,242+4.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,902 | $252.8 萬 | 1.6% | −1,104−6.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,400 | $209.3 萬 | 1.3% | +328+1.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,796 | $199.9 萬 | 1.3% | +180+2.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 19,418 | $191.0 萬 | 1.2% | +2,677+16.0% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 6,540 | $182.6 萬 | 1.2% | +361+5.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,696 | $162.9 萬 | 1.0% | −18−0.7% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,883 | $161.2 萬 | 1.0% | −3,354−23.6% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 20,185 | $155.6 萬 | 1.0% | +6,993+53.0% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 5,198 | $151.0 萬 | 1.0% | +1,200+30.0% | 加碼 | 歷史 |
| HSYHershey Co | COM | 7,081 | $147.2 萬 | 0.9% | +105+1.5% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 35,250 | $142.0 萬 | 0.9% | +2,756+8.5% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,951 | $136.1 萬 | 0.9% | −21−1.1% | 減碼 | – |
| AMGNAmgen Inc | Stock | 3,698 | $130.1 萬 | 0.8% | +36+1.0% | 加碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 3,567 | $128.1 萬 | 0.8% | −29−0.8% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 7,945 | $123.4 萬 | 0.8% | +1,191+17.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,388 | $116.3 萬 | 0.7% | −147−4.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,461 | $111.0 萬 | 0.7% | +35+1.0% | 加碼 | – |
| NEENextera Energy Inc | Stock | 10,359 | $96.2 萬 | 0.6% | +168+1.6% | 加碼 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 2,753 | $86.0 萬 | 0.5% | −45−1.6% | 減碼 | – |
| MDTMedtronic plc | Stock | 9,618 | $83.3 萬 | 0.5% | −440−4.4% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 17,842 | $81.7 萬 | 0.5% | +3,488+24.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,136 | $80.5 萬 | 0.5% | +2+0.2% | 加碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 6,394 | $73.8 萬 | 0.5% | −131−2.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,121 | $64.2 萬 | 0.4% | +335+42.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,898 | $62.3 萬 | 0.4% | −981−25.3% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,218 | $60.4 萬 | 0.4% | −42−1.9% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 9,828 | $59.6 萬 | 0.4% | +1,076+12.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,537 | $57.1 萬 | 0.4% | +15+1.0% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 5,912 | $53.4 萬 | 0.3% | +5,912 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,127 | $53.1 萬 | 0.3% | −233−5.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,685 | $51.8 萬 | 0.3% | −738−21.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,487 | $51.3 萬 | 0.3% | +43+1.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,021 | $49.4 萬 | 0.3% | +11+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,630 | $49.3 萬 | 0.3% | −24−1.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,609 | $48.1 萬 | 0.3% | +14+0.5% | 加碼 | – |
| Vanguard Materials ETF92204A801 | ETF | 2,044 | $46.1 萬 | 0.3% | −59−2.8% | 減碼 | – |
| SLBSLB Limited | Stock | 8,848 | $45.5 萬 | 0.3% | −2,124−19.4% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,242 | $44.0 萬 | 0.3% | +13+0.6% | 加碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 9,150 | $42.9 萬 | 0.3% | −2,111−18.7% | 減碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 5,016 | $42.6 萬 | 0.3% | +7+0.1% | 加碼 | – |
| ENBEnbridge Inc | Stock | 7,519 | $40.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,911 | $39.5 萬 | 0.3% | +18+1.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,770 | $38.5 萬 | 0.2% | +13+0.7% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 2,103 | $37.9 萬 | 0.2% | −143−6.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 13,075 | $37.5 萬 | 0.2% | −672−4.9% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 10,170 | $37.4 萬 | 0.2% | +10,170 | 新進 | 歷史 |
| CPBCAMPBELL'S Co | COM | 16,373 | $36.5 萬 | 0.2% | −569−3.4% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 498 | $36.3 萬 | 0.2% | +1+0.2% | 加碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 952 | $36.2 萬 | 0.2% | −6−0.6% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,558 | $35.0 萬 | 0.2% | −52−3.2% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,062 | $33.0 萬 | 0.2% | −73−6.4% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 879 | $31.5 萬 | 0.2% | +4+0.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,008 | $31.2 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,758 | $30.3 萬 | 0.2% | +1,758 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 670 | $29.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,138 | $26.9 萬 | 0.2% | +4+0.4% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 1,772 | $26.6 萬 | 0.2% | +1,772 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,976 | $26.3 萬 | 0.2% | +2+0.1% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,271 | $25.2 萬 | 0.2% | −69−5.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 417 | $24.9 萬 | 0.2% | +2+0.5% | 加碼 | – |
| IIINInsteel Industries Inc | COM | 6,908 | $23.2 萬 | 0.1% | −164−2.3% | 減碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,057 | $22.1 萬 | 0.1% | −54−4.9% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 3,047 | $21.7 萬 | 0.1% | +22+0.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 7,567 | $21.2 萬 | 0.1% | +7,567 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 711 | $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。