Lawood & Co
- SEC CIK
- 0002109484
- 最新申報
- 2026/7/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 95
- 較 2026 年第 1 季 +5
- 總值
- $1.48 億
- 較 2026 年第 1 季 +$3,987 萬 (+37.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 292,677 | $1,374 萬 | 9.3% | +292,677 | 新進 | – |
| GLWCorning Inc | COM | 38,119 | $973.7 萬 | 6.6% | −5,369−12.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 116,653 | $843.2 萬 | 5.7% | −3,880−3.2% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 205,208 | $756.0 萬 | 5.1% | +205,208 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 45,234 | $531.3 萬 | 3.6% | −827−1.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,516 | $516.2 萬 | 3.5% | +240+3.3% | 加碼 | – |
| CATCaterpillar Inc | Stock | 4,507 | $480.0 萬 | 3.3% | −399−8.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,786 | $421.2 萬 | 2.9% | −225−1.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,816 | $403.5 萬 | 2.7% | +39+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,185 | $385.7 萬 | 2.6% | −135−0.9% | 減碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q701 | ULTRA SHRT TRM | 72,258 | $359.6 萬 | 2.4% | +11,457+18.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 15,708 | $314.3 萬 | 2.1% | +15+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,003 | $302.0 萬 | 2.0% | +100+0.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 23,298 | $299.4 萬 | 2.0% | −145−0.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 78,177 | $291.3 萬 | 2.0% | +78,177 | 新進 | – |
| QCOMQualcomm Inc | Stock | 15,045 | $278.0 萬 | 1.9% | −75−0.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 14,699 | $243.7 萬 | 1.7% | −16−0.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 26,113 | $229.2 萬 | 1.6% | −95−0.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,714 | $229.0 萬 | 1.6% | +639+10.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,337 | $212.3 萬 | 1.4% | +372+5.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 25,145 | $204.4 萬 | 1.4% | +610+2.5% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 8,419 | $200.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,084 | $192.0 萬 | 1.3% | +429+9.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,696 | $188.3 萬 | 1.3% | +189+2.9% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 51,272 | $186.4 萬 | 1.3% | +2,403+4.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,435 | $182.4 萬 | 1.2% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 4,991 | $176.0 萬 | 1.2% | −84−1.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 38,826 | $164.4 萬 | 1.1% | +186+0.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 7,726 | $161.5 萬 | 1.1% | −200−2.5% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 17,483 | $147.9 萬 | 1.0% | −100−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,193 | $147.6 萬 | 1.0% | +80+1.3% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 10,316 | $141.1 萬 | 1.0% | +175+1.7% | 加碼 | 歷史 |
| NWBINorthwest Bancshares, Inc. | COM | 88,854 | $134.7 萬 | 0.9% | −14,064−13.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,582 | $118.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 23,634 | $117.7 萬 | 0.8% | −150−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,112 | $115.2 萬 | 0.8% | −373−10.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 7,766 | $113.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,191 | $104.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 32,510 | $94.1 萬 | 0.6% | −1,000−3.0% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 8,672 | $93.2 萬 | 0.6% | −1,763−16.9% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 13,777 | $78.5 萬 | 0.5% | −50−0.4% | 減碼 | 歷史 |
| CZFSCitizens Financial Services Inc | COM | 10,726 | $77.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,440 | $77.0 萬 | 0.5% | +1,620+89.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 5,784 | $73.1 萬 | 0.5% | +370+6.8% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 7,313 | $68.3 萬 | 0.5% | +30+0.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,897 | $66.8 萬 | 0.5% | −135−2.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,180 | $66.5 萬 | 0.5% | −105−8.2% | 減碼 | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 6,736 | $65.0 萬 | 0.4% | 00.0% | 不變 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 5,197 | $64.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 6,070 | $63.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 4,460 | $62.3 萬 | 0.4% | −1,040−18.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 505 | $60.6 萬 | 0.4% | −8−1.6% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,459 | $60.2 萬 | 0.4% | −506−8.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,278 | $56.1 萬 | 0.4% | −792−9.8% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,359 | $55.2 萬 | 0.4% | −436−11.5% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,060 | $54.0 萬 | 0.4% | +470+79.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,534 | $53.3 萬 | 0.4% | −693−11.1% | 減碼 | 歷史 |
| LAZLazard, Inc. | COM | 12,420 | $52.1 萬 | 0.4% | −300−2.4% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 710 | $49.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,533 | $49.4 萬 | 0.3% | −50−0.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,472 | $47.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,072 | $45.6 萬 | 0.3% | −37−1.2% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 7,561 | $43.6 萬 | 0.3% | −464−5.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,900 | $42.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 2,220 | $42.1 萬 | 0.3% | −6−0.3% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 3,380 | $38.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 4,440 | $37.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 2,222 | $37.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,189 | $36.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 881 | $36.1 萬 | 0.2% | −510−36.7% | 減碼 | – |
| PFEPfizer Inc | Stock | 14,818 | $35.7 萬 | 0.2% | −733−4.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,305 | $35.3 萬 | 0.2% | −35−2.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 16,628 | $34.4 萬 | 0.2% | −352−2.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 4,118 | $34.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,740 | $32.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 3,095 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,110 | $30.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,223 | $30.4 萬 | 0.2% | −2,678−54.6% | 減碼 | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 5,332 | $29.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,003 | $29.4 萬 | 0.2% | −21−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,602 | $29.0 萬 | 0.2% | −330−8.4% | 減碼依 4 比 1 拆股換算 | – |
| GOOGAlphabet Inc. | Stock | 797 | $28.2 萬 | 0.2% | −75−8.6% | 減碼 | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 4,088 | $27.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 900 | $27.3 萬 | 0.2% | −427−32.2% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,640 | $27.0 萬 | 0.2% | −32−1.9% | 減碼 | – |
| HSYHershey Co | COM | 1,514 | $26.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288406 | MRGSTR MD CP VAL | 2,844 | $26.0 萬 | 0.2% | 00.0% | 不變 | – |
| LHLabcorp Holdings Inc. | Stock | 916 | $25.6 萬 | 0.2% | −61−6.2% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,083 | $24.1 萬 | 0.2% | +1,083 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 576 | $23.9 萬 | 0.2% | +576 | 新進 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,800 | $23.0 萬 | 0.2% | +7,800 | 新進 | – |
| JBLJabil Inc | Stock | 581 | $22.4 萬 | 0.2% | +581 | 新進 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 916 | $20.8 萬 | 0.1% | +916 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 1,402 | $20.1 萬 | 0.1% | +1,402 | 新進 | 歷史 |
| IGCIGC Pharma, Inc. | COM NEW | 75,000 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。