Broadhurst Jeffrey B
- SEC CIK
- 0002114882
- 最新申報
- 2026/8/12
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 41
- 較 2025 年第 4 季 +1
- 總值
- $9,757 萬
- 較 2025 年第 4 季 +$128.4 萬 (+1.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 226,009 | $1,603 萬 | 16.4% | +7,937+3.6% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 256,826 | $998.0 萬 | 10.2% | −11,190−4.2% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 129,215 | $919.1 萬 | 9.4% | +5,843+4.7% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 168,250 | $691.3 萬 | 7.1% | +14,999+9.8% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 78,209 | $488.4 萬 | 5.0% | −1,456−1.8% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 102,920 | $401.0 萬 | 4.1% | +2,655+2.6% | 加碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 94,961 | $319.7 萬 | 3.3% | +1,773+1.9% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 60,932 | $291.7 萬 | 3.0% | +1,435+2.4% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 84,724 | $287.8 萬 | 2.9% | −2,811−3.2% | 減碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 65,967 | $275.2 萬 | 2.8% | +1,744+2.7% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 50,222 | $265.1 萬 | 2.7% | +60.0% | 加碼 | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 44,869 | $232.2 萬 | 2.4% | +2,643+6.3% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 54,690 | $230.9 萬 | 2.4% | +2,447+4.7% | 加碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 52,794 | $223.8 萬 | 2.3% | +2,712+5.4% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 63,400 | $214.7 萬 | 2.2% | −1,160−1.8% | 減碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 44,616 | $213.8 萬 | 2.2% | +1,466+3.4% | 加碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 37,708 | $204.1 萬 | 2.1% | +2,519+7.2% | 加碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 38,825 | $203.6 萬 | 2.1% | +2,705+7.5% | 加碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 39,410 | $199.8 萬 | 2.0% | +2,738+7.5% | 加碼 | – |
| GMEDGlobus Medical Inc | Stock | 23,053 | $198.6 萬 | 2.0% | −50.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 66,719 | $157.8 萬 | 1.6% | +2,991+4.7% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 35,785 | $131.5 萬 | 1.3% | +50.0% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 37,444 | $131.2 萬 | 1.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 38,563 | $130.3 萬 | 1.3% | −230−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 22,999 | $97.4 萬 | 1.0% | +1,057+4.8% | 加碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 23,567 | $86.8 萬 | 0.9% | +2,878+13.9% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 18,268 | $70.2 萬 | 0.7% | +1,575+9.4% | 加碼 | 歷史 |
| ARKBArk 21Shares Bitcoin ETF | SHS BEN INT | 26,592 | $59.8 萬 | 0.6% | +4,813+22.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 13,030 | $58.8 萬 | 0.6% | −950−6.8% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 15,693 | $54.2 萬 | 0.6% | −800−4.9% | 減碼 | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 21,218 | $42.1 萬 | 0.4% | +2,631+14.2% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,045 | $41.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 1,473 | $37.4 萬 | 0.4% | +16+1.1% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 6,183 | $36.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 12,335 | $32.8 萬 | 0.3% | +1,139+10.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,288 | $26.8 萬 | 0.3% | +71+5.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 6,783 | $26.8 萬 | 0.3% | −1,000−12.8% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 715 | $24.2 萬 | 0.2% | +715 | 新進 | 歷史 |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 3,200 | $23.1 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 339 | $22.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASPIASP Isotopes Inc. | COM | 10,000 | $4.42 萬 | <0.1% | +10,000 | 新進 | 歷史 |
2025 年第 4 季之後清倉（1 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 3,126 | $23.1 萬 | 0.2% | – |