Finivi Inc.
- SEC CIK
- 0002101641
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/12/19 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 99
- 較 2025 年第 1 季 +13
- 總值
- $1.48 億
- 較 2025 年第 1 季 +$2,330 萬 (+18.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 15,591 | $860.1 萬 | 5.8% | +432+2.8% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 24,037 | $662.6 萬 | 4.5% | +309+1.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,178 | $655.5 萬 | 4.4% | +280+2.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,146 | $573.6 萬 | 3.9% | +430+1.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,212 | $532.3 萬 | 3.6% | +91+1.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 50,689 | $495.6 萬 | 3.4% | +685+1.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 22,521 | $462.1 萬 | 3.1% | +259+1.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 28,358 | $448.0 萬 | 3.0% | +832+3.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 24,311 | $431.3 萬 | 2.9% | −1,301−5.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,322 | $404.3 萬 | 2.7% | +201+2.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,825 | $376.1 萬 | 2.5% | +172+3.7% | 加碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 269,606 | $369.9 萬 | 2.5% | +8,837+3.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,650 | $361.3 萬 | 2.4% | +74+2.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,714 | $339.6 萬 | 2.3% | +160+1.4% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 36,268 | $326.9 萬 | 2.2% | +718+2.0% | 加碼依 15 比 1 拆股換算 | 歷史 |
| TAT&T Inc. | Stock | 112,933 | $326.8 萬 | 2.2% | +2,543+2.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,404 | $321.9 萬 | 2.2% | −19−0.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 27,626 | $297.8 萬 | 2.0% | +854+3.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,925 | $290.0 萬 | 2.0% | +274+2.8% | 加碼 | 歷史 |
| KRKroger Co | Stock | 39,718 | $284.9 萬 | 1.9% | +580+1.5% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 17,826 | $263.0 萬 | 1.8% | −5,124−22.3% | 減碼 | – |
| TEMTempus AI, Inc. | CL A | 38,657 | $245.6 萬 | 1.7% | +38,657 | 新進 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 25,170 | $235.7 萬 | 1.6% | +574+2.3% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 27,438 | $233.6 萬 | 1.6% | +611+2.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 31,814 | $220.9 萬 | 1.5% | +888+2.9% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 2,319 | $174.7 萬 | 1.2% | +33+1.4% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 13,591 | $174.5 萬 | 1.2% | +538+4.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,357 | $149.1 萬 | 1.0% | +271+3.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,996 | $141.3 萬 | 1.0% | +59+3.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,514 | $140.8 萬 | 1.0% | −11−0.2% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 39,592 | $131.7 萬 | 0.9% | +39,592 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 5,876 | $128.5 萬 | 0.9% | −94−1.6% | 減碼 | 歷史 |
| ESEversource Energy | Stock | 19,778 | $125.8 萬 | 0.9% | −4,915−19.9% | 減碼 | 歷史 |
| BBarrick Mining Corp | Stock | 56,828 | $118.3 萬 | 0.8% | +56,828 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,185 | $115.2 萬 | 0.8% | +62+2.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 12,167 | $113.5 萬 | 0.8% | +288+2.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,540 | $107.9 萬 | 0.7% | +600+20.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,631 | $103.8 萬 | 0.7% | +154+2.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,977 | $100.5 萬 | 0.7% | +23+1.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,829 | $100.5 萬 | 0.7% | +1,430+102.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,434 | $99.0 萬 | 0.7% | −236−4.2% | 減碼 | 歷史 |
| MLIMueller Industries Inc | COM | 11,930 | $94.8 萬 | 0.6% | −1,972−14.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 19,062 | $90.2 萬 | 0.6% | −197−1.0% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 2,668 | $88.6 萬 | 0.6% | +142+5.6% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 28,041 | $88.0 萬 | 0.6% | +1,220+4.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 3,000 | $86.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,995 | $81.8 萬 | 0.6% | +22+0.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,455 | $79.1 萬 | 0.5% | +54+3.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,415 | $78.1 萬 | 0.5% | +3,415 | 新進 | 歷史 |
| SHELShell plc | ADR | 10,661 | $75.1 萬 | 0.5% | −59−0.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,998 | $73.2 萬 | 0.5% | +79+2.0% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 10,536 | $71.6 萬 | 0.5% | +761+7.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,835 | $67.3 萬 | 0.5% | +42+2.3% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,676 | $67.0 萬 | 0.5% | +237+4.4% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 14,904 | $65.0 萬 | 0.4% | −720−4.6% | 減碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 3,641 | $63.5 萬 | 0.4% | +251+7.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,021 | $62.0 萬 | 0.4% | +5,021 | 新進 | 歷史 |
| MSTRStrategy Inc | Stock | 1,525 | $61.6 萬 | 0.4% | +32+2.1% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 9,205 | $57.7 萬 | 0.4% | +97+1.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,237 | $57.0 萬 | 0.4% | +195+6.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,903 | $53.9 萬 | 0.4% | +1,242+74.8% | 加碼 | 歷史 |
| AURAurora Innovation, Inc. | CLASS A COM | 102,386 | $53.7 萬 | 0.4% | +747+0.7% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,975 | $52.7 萬 | 0.4% | +1,975 | 新進 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 6,027 | $51.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,302 | $50.5 萬 | 0.3% | +19+1.5% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,476 | $46.4 萬 | 0.3% | −294−5.1% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 441 | $45.3 萬 | 0.3% | +6+1.4% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 755 | $42.8 萬 | 0.3% | +112+17.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,538 | $41.3 萬 | 0.3% | −95−1.0% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,591 | $41.0 萬 | 0.3% | +80+5.3% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 7,760 | $40.2 萬 | 0.3% | −165−2.1% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 6,700 | $37.6 萬 | 0.3% | +159+2.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,438 | $37.2 萬 | 0.3% | +8+0.3% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,431 | $37.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FIVNFive9, Inc. | COM | 13,959 | $37.0 萬 | 0.3% | +13,959 | 新進 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,468 | $35.2 萬 | 0.2% | +36+2.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,344 | $34.2 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 6,231 | $32.8 萬 | 0.2% | +47+0.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,332 | $31.8 萬 | 0.2% | −83−3.4% | 減碼 | 歷史 |
| NUENucor Corp | COM | 2,446 | $31.7 萬 | 0.2% | +148+6.4% | 加碼 | 歷史 |
| HBMHudbay Minerals Inc. | COM | 28,064 | $29.8 萬 | 0.2% | +349+1.3% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 783 | $29.6 萬 | 0.2% | −126−13.9% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 816 | $29.1 萬 | 0.2% | −13−1.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,311 | $29.0 萬 | 0.2% | −29−2.2% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 781 | $27.3 萬 | 0.2% | −41−5.0% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,919 | $25.6 萬 | 0.2% | +1,919 | 新進 | 歷史 |
| CVNACarvana Co. | CL A | 747 | $25.2 萬 | 0.2% | +747 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,094 | $25.2 萬 | 0.2% | +12+1.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,163 | $25.1 萬 | 0.2% | −12,154−91.3% | 減碼 | – |
| APOApollo Global Management, Inc. | COM | 1,743 | $24.7 萬 | 0.2% | +1,743 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 94 | $24.6 萬 | 0.2% | +94 | 新進 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 290 | $24.0 萬 | 0.2% | +290 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 1,916 | $23.5 萬 | 0.2% | +1,916 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 412 | $23.1 萬 | 0.2% | +1+0.2% | 加碼 | 歷史 |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 2,057 | $22.9 萬 | 0.2% | +2,057 | 新進 | – |
| AITApplied Industrial Technologies Inc | COM | 882 | $20.5 萬 | 0.1% | +882 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 4,679 | $20.3 萬 | 0.1% | +4,679 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,580 | $20.2 萬 | 0.1% | +1,580 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 1,163 | $20.1 萬 | 0.1% | +9+0.8% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KIMKimco Realty Corp | COM | 31,049 | $65.9 萬 | 0.5% | 歷史 |
| PEPPepsiCo Inc | Stock | 3,957 | $59.3 萬 | 0.5% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,044 | $20.6 萬 | 0.2% | – |
| AALAmerican Airlines Group Inc. | Stock | 10,249 | $10.8 萬 | 0.1% | 歷史 |