Platform Wealth Management, LLC
- SEC CIK
- 0002110622
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/10。SEC
- 持股檔數
- 57
- 2026 年第 1 季 沒有申報
- 總值
- $2.73 億
- 2026 年第 1 季 沒有申報
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 1,095,516 | $4,859.71 萬 | 17.78% | +1,095,516 | 新進 | – |
| AAPLAPPLE INC COM | Stock | 103,471 | $2,994.05 萬 | 10.96% | +103,471 | 新進 | 查看 |
| AMERICAN CENTY ETF TR025072877 | US SML CP VALU | 127,675 | $1,592.88 萬 | 5.83% | +127,675 | 新進 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 40,323 | $1,441.02 萬 | 5.27% | +40,323 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 270,773 | $1,399.62 萬 | 5.12% | +270,773 | 新進 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 38,514 | $1,360.82 萬 | 4.98% | +38,514 | 新進 | 查看 |
| AVOMISSION PRODUCE INC | COM | 1,045,703 | $1,232.88 萬 | 4.51% | +1,045,703 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 295,064 | $1,217.14 萬 | 4.45% | +295,064 | 新進 | – |
| AMZNAMAZON COM INC COM | Stock | 43,840 | $1,044.88 萬 | 3.82% | +43,840 | 新進 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 10,041 | $939.31 萬 | 3.44% | +10,041 | 新進 | 查看 |
| MARMARRIOTT INTL INC NEW CL A | Stock | 15,918 | $589.91 萬 | 2.16% | +15,918 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V658 | GLOBAL REAL EST | 201,799 | $584.61 萬 | 2.14% | +201,799 | 新進 | – |
| DIMENSIONAL U.S. TARGETED VALUE ETF25434V609 | ETF | 83,404 | $582.99 萬 | 2.13% | +83,404 | 新進 | – |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880 | ETF | 137,892 | $507.99 萬 | 1.86% | +137,892 | 新進 | – |
| BLKBLACKROCK INC COM | Stock | 4,890 | $470.2 萬 | 1.72% | +4,890 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V724 | US MKTWIDE VALUE | 80,137 | $440.83 萬 | 1.61% | +80,137 | 新進 | – |
| CVSCVS HEALTH CORP COM | Stock | 42,600 | $440.7 萬 | 1.61% | +42,600 | 新進 | 查看 |
| CRMSALESFORCE INC COM | Stock | 27,484 | $430.56 萬 | 1.58% | +27,484 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V732 | EMERGING MKTS CO | 105,365 | $428.2 萬 | 1.57% | +105,365 | 新進 | – |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 51,470 | $421.75 萬 | 1.54% | +51,470 | 新進 | – |
| AMERICAN CENTY ETF TR025072802 | INTL SMCP VLU | 40,373 | $416.04 萬 | 1.52% | +40,373 | 新進 | – |
| TJXTJX COS INC NEW COM | Stock | 21,337 | $323.26 萬 | 1.18% | +21,337 | 新進 | 查看 |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302 | ETF | 77,268 | $310.69 萬 | 1.14% | +77,268 | 新進 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 8,613 | $281.92 萬 | 1.03% | +8,613 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V849 | NATL MUN BD ETF | 57,058 | $275.79 萬 | 1.01% | +57,058 | 新進 | – |
| DIMENSIONAL ETF TRUST25434V807 | INTERNATNAL VAL | 45,467 | $245.61 萬 | 0.90% | +45,467 | 新進 | – |
| CMECME GROUP INC | COM | 9,566 | $211.25 萬 | 0.77% | +9,566 | 新進 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 16,975 | $211.24 萬 | 0.77% | +16,975 | 新進 | 查看 |
| AMERICAN CENTY ETF TR025072885 | US EQT ETF | 15,279 | $195.69 萬 | 0.72% | +15,279 | 新進 | – |
| NKENIKE INC CL B | Stock | 41,235 | $169.27 萬 | 0.62% | +41,235 | 新進 | 查看 |
| FISVFISERV INC COM | Stock | 29,567 | $145.03 萬 | 0.53% | +29,567 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V799 | INTL CORE EQUITY | 37,362 | $139.21 萬 | 0.51% | +37,362 | 新進 | – |
| SBUXSTARBUCKS CORP COM | Stock | 13,563 | $138.6 萬 | 0.51% | +13,563 | 新進 | 查看 |
| ELECTRONIC ARTS INC285512109 | COM | 4,938 | $101.25 萬 | 0.37% | +4,938 | 新進 | – |
| PEPPEPSICO INC COM | Stock | 7,042 | $95.35 萬 | 0.35% | +7,042 | 新進 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 6,466 | $94.82 萬 | 0.35% | +6,466 | 新進 | 查看 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834 | ETF | 8,980 | $85.71 萬 | 0.31% | +8,980 | 新進 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,210 | $83.08 萬 | 0.30% | +1,210 | 新進 | – |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 1 | $74.89 萬 | 0.27% | +1 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V864 | SHOR DUR FIX ETF | 14,201 | $67.81 萬 | 0.25% | +14,201 | 新進 | – |
| CWBCCOMMUNITY WEST BANCSHARES NE | COM | 24,791 | $66.59 萬 | 0.24% | +24,791 | 新進 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 2,514 | $63.86 萬 | 0.23% | +2,514 | 新進 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 1,581 | $58.99 萬 | 0.22% | +1,581 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V781 | INTL SMALL CAP V | 13,430 | $53.89 萬 | 0.20% | +13,430 | 新進 | – |
| DEDEERE & CO COM | Stock | 750 | $47.57 萬 | 0.17% | +750 | 新進 | 查看 |
| AVGOBROADCOM INC COM | Stock | 1,205 | $45.52 萬 | 0.17% | +1,205 | 新進 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 1,639 | $44.32 萬 | 0.16% | +1,639 | 新進 | 查看 |
| AONAON PLC | CL A | 1,215 | $40.3 萬 | 0.15% | +1,215 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V815 | US SMALL CAP ETF | 9,332 | $36.2 萬 | 0.13% | +9,332 | 新進 | – |
| ABBVABBVIE INC COM | Stock | 1,409 | $35.46 萬 | 0.13% | +1,409 | 新進 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 1,528 | $30.58 萬 | 0.11% | +1,528 | 新進 | 查看 |
| GLWCORNING INC | COM | 1,165 | $29.76 萬 | 0.11% | +1,165 | 新進 | 查看 |
| ISHARES TR46432F388 | MSCI USA VALUE | 1,441 | $28.79 萬 | 0.11% | +1,441 | 新進 | – |
| ISHARES TR46435G409 | MSCI INTL VLU FT | 6,807 | $28.47 萬 | 0.10% | +6,807 | 新進 | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 561 | $28.07 萬 | 0.10% | +561 | 新進 | 查看 |
| PEGPUBLIC SVC ENTERPRISE GROUP | COM | 2,845 | $23.09 萬 | 0.08% | +2,845 | 新進 | 查看 |
| LOWLOWES COS INC COM | Stock | 1,000 | $22.05 萬 | 0.08% | +1,000 | 新進 | 查看 |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/8/10 | 57 | $2.73 億 | – | SEC |
| 2025 年第 4 季 | 2026/2/11 | 60 | $3.76 億 | – | SEC |