Finivi Inc.
- SEC CIK
- 0002101641
- 最新申報
- 2026/7/9
2025 年第 3 季持倉
持倉截至 2025/9/30,2025/12/19 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 97
- 較 2025 年第 2 季 −2
- 總值
- $1.57 億
- 較 2025 年第 2 季 +$942.5 萬 (+6.4%)
| 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 | 15,210 | $913.1 萬 | 5.8% | −381−2.4% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 21,475 | $708.5 萬 | 4.5% | −2,562−10.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,192 | $683.3 萬 | 4.4% | +14+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,451 | $580.8 萬 | 3.7% | +305+1.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 22,746 | $579.2 萬 | 3.7% | +225+1.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,650 | $551.6 萬 | 3.5% | −1,661−6.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 28,362 | $529.2 萬 | 3.4% | +40.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 50,970 | $525.3 萬 | 3.3% | +281+0.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,971 | $511.9 萬 | 3.3% | −241−3.3% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 271,336 | $434.4 萬 | 2.8% | +1,730+0.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,406 | $422.6 萬 | 2.7% | +84+1.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,920 | $375.4 萬 | 2.4% | +95+2.0% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 34,557 | $372.6 萬 | 2.4% | −1,711−4.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,730 | $370.0 萬 | 2.4% | +16+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,726 | $344.9 萬 | 2.2% | +76+2.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 28,660 | $323.1 萬 | 2.1% | +1,034+3.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 114,392 | $323.0 萬 | 2.1% | +1,459+1.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,092 | $306.7 萬 | 2.0% | +167+1.7% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 20,132 | $288.3 萬 | 1.8% | −5,038−20.0% | 減碼 | 歷史 |
| TEMTempus AI, Inc. | CL A | 34,734 | $280.3 萬 | 1.8% | −3,923−10.1% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 18,162 | $280.1 萬 | 1.8% | +336+1.9% | 加碼 | – |
| KRKroger Co | Stock | 40,293 | $271.6 萬 | 1.7% | +575+1.4% | 加碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 39,588 | $265.5 萬 | 1.7% | −40.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,112 | $253.2 萬 | 1.6% | −292−12.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 24,394 | $247.6 萬 | 1.6% | −3,044−11.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 31,950 | $241.2 萬 | 1.5% | +136+0.4% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 13,704 | $206.7 萬 | 1.3% | +113+0.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,034 | $162.0 萬 | 1.0% | +38+1.9% | 加碼 | 歷史 |
| BBarrick Mining Corp | Stock | 48,767 | $159.8 萬 | 1.0% | −8,061−14.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,404 | $152.1 萬 | 1.0% | −110−2.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,268 | $148.2 萬 | 0.9% | −608−10.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,352 | $143.7 萬 | 0.9% | −5−0.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,605 | $128.1 萬 | 0.8% | +65+1.8% | 加碼 | 歷史 |
| MLIMueller Industries Inc | COM | 12,359 | $125.0 萬 | 0.8% | +429+3.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 11,927 | $116.8 萬 | 0.7% | −240−2.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,230 | $108.5 萬 | 0.7% | +45+2.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,609 | $101.9 萬 | 0.6% | −22−0.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 19,153 | $98.8 萬 | 0.6% | +91+0.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,841 | $97.0 萬 | 0.6% | +12+0.4% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 13,402 | $95.3 萬 | 0.6% | −6,376−32.2% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 2,706 | $94.6 萬 | 0.6% | +38+1.4% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 28,936 | $92.5 萬 | 0.6% | +895+3.2% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,968 | $90.0 萬 | 0.6% | −9−0.5% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,401 | $87.6 萬 | 0.6% | −33−0.6% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 3,000 | $84.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,016 | $82.2 萬 | 0.5% | +18+0.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,986 | $81.2 萬 | 0.5% | −9−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,276 | $79.6 萬 | 0.5% | +39+1.2% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 10,877 | $78.6 萬 | 0.5% | +341+3.2% | 加碼 | 歷史 |
| SHELShell plc | ADR | 10,838 | $77.5 萬 | 0.5% | +177+1.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,422 | $75.6 萬 | 0.5% | +7+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,838 | $74.5 萬 | 0.5% | +3+0.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,025 | $72.6 萬 | 0.5% | +4+0.1% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 14,966 | $71.3 萬 | 0.5% | +62+0.4% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 5,669 | $70.2 萬 | 0.4% | −7−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,870 | $66.4 萬 | 0.4% | −33−1.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,441 | $64.4 萬 | 0.4% | −14−1.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,321 | $63.0 萬 | 0.4% | +19+1.5% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 3,638 | $62.9 萬 | 0.4% | −3−0.1% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 658 | $62.8 萬 | 0.4% | −1,661−71.6% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 9,389 | $56.4 萬 | 0.4% | +184+2.0% | 加碼 | – |
| AURAurora Innovation, Inc. | CLASS A COM | 102,381 | $55.2 萬 | 0.4% | −50.0% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 6,287 | $51.6 萬 | 0.3% | +56+0.9% | 加碼 | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 9,736 | $50.6 萬 | 0.3% | +9,736 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 689 | $49.5 萬 | 0.3% | −92−11.8% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,982 | $48.9 萬 | 0.3% | +7+0.4% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 6,027 | $47.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 791 | $47.1 萬 | 0.3% | +36+4.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,220 | $46.6 萬 | 0.3% | −256−4.7% | 減碼 | – |
| GEGeneral Electric Co | Stock | 1,542 | $46.4 萬 | 0.3% | −49−3.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,410 | $44.7 萬 | 0.3% | −28−1.1% | 減碼 | 歷史 |
| HBMHudbay Minerals Inc. | COM | 28,155 | $42.7 萬 | 0.3% | +91+0.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,616 | $42.3 萬 | 0.3% | +78+0.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 452 | $41.6 萬 | 0.3% | +11+2.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,344 | $39.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 7,739 | $39.0 萬 | 0.2% | −21−0.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,431 | $37.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,001 | $36.5 萬 | 0.2% | −331−14.2% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,516 | $36.5 萬 | 0.2% | +48+3.3% | 加碼 | 歷史 |
| FIVNFive9, Inc. | COM | 14,438 | $34.9 萬 | 0.2% | +479+3.4% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 772 | $32.0 萬 | 0.2% | −11−1.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 816 | $30.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 2,239 | $30.3 萬 | 0.2% | −207−8.5% | 減碼 | 歷史 |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 2,235 | $30.3 萬 | 0.2% | +178+8.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,157 | $28.0 萬 | 0.2% | −6−0.5% | 減碼 | – |
| CMGChipotle Mexican Grill Inc | COM | 6,691 | $26.2 萬 | 0.2% | −9−0.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,096 | $25.9 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,317 | $25.3 萬 | 0.2% | +6+0.5% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,920 | $25.2 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 667 | $25.2 萬 | 0.2% | −80−10.7% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,646 | $25.1 萬 | 0.2% | +66+4.2% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 104 | $24.3 萬 | 0.2% | +10+10.6% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,806 | $24.1 萬 | 0.2% | +63+3.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 423 | $24.0 萬 | 0.2% | +11+2.7% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 1,614 | $24.0 萬 | 0.2% | +1,614 | 新進 | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 842 | $22.0 萬 | 0.1% | −40−4.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,276 | $21.8 萬 | 0.1% | +1,276 | 新進 | 歷史 |
2025 年第 2 季之後清倉(5 檔)
2025 年第 2 季季末還持有、這份申報已經沒有的部位。