Broadhurst Jeffrey B
- SEC CIK
- 0002114882
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 23
- 較 2026 年第 1 季 −18
- 總值
- $4,700 萬
- 較 2026 年第 1 季 −$5,057 萬 (−51.8%)
| 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 | 138,160 | $1,132 萬 | 24.1% | −87,849−38.9% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 230,443 | $1,022 萬 | 21.8% | −26,383−10.3% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 68,950 | $482.0 萬 | 10.3% | −9,259−11.8% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 58,515 | $481.8 萬 | 10.3% | −70,700−54.7% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 47,237 | $220.3 萬 | 4.7% | −121,013−71.9% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 45,515 | $167.7 萬 | 3.6% | −39,209−46.3% | 減碼 | – |
| GMEDGlobus Medical Inc | Stock | 19,838 | $156.7 萬 | 3.3% | −3,215−13.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 27,717 | $149.7 萬 | 3.2% | −22,505−44.8% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 35,573 | $138.0 萬 | 2.9% | −1,871−5.0% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 26,150 | $107.9 萬 | 2.3% | −76,770−74.6% | 減碼 | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 17,750 | $92.5 萬 | 2.0% | −27,119−60.4% | 減碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 24,870 | $87.1 萬 | 1.9% | −70,091−73.8% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 16,940 | $68.1 萬 | 1.4% | −46,460−73.3% | 減碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 12,000 | $58.0 萬 | 1.2% | −32,616−73.1% | 減碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 20,800 | $54.4 萬 | 1.2% | −45,919−68.8% | 減碼 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 20,000 | $51.9 萬 | 1.1% | +20,000 | 新進 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 11,718 | $50.1 萬 | 1.1% | −26,845−69.6% | 減碼 | – |
| SNPSSynopsys Inc | COM | 1,036 | $46.2 萬 | 1.0% | −9−0.9% | 減碼 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 28,000 | $42.1 萬 | 0.9% | +6,782+32.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 3,200 | $26.2 萬 | 0.6% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 300 | $22.4 萬 | 0.5% | −39−11.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 3,929 | $21.6 萬 | 0.5% | +3,929 | 新進 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 5,138 | $20.9 萬 | 0.4% | −10,555−67.3% | 減碼 | – |
2026 年第 1 季之後清倉（20 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 60,932 | $291.7 萬 | 3.0% | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 65,967 | $275.2 萬 | 2.8% | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 54,690 | $230.9 萬 | 2.4% | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 52,794 | $223.8 萬 | 2.3% | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 37,708 | $204.1 萬 | 2.1% | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 38,825 | $203.6 萬 | 2.1% | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 39,410 | $199.8 萬 | 2.0% | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 35,785 | $131.5 萬 | 1.3% | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 22,999 | $97.4 萬 | 1.0% | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 23,567 | $86.8 萬 | 0.9% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 18,268 | $70.2 萬 | 0.7% | 歷史 |
| ARKBArk 21Shares Bitcoin ETF | SHS BEN INT | 26,592 | $59.8 萬 | 0.6% | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 13,030 | $58.8 萬 | 0.6% | – |
| AAPLApple Inc. | Stock | 1,473 | $37.4 萬 | 0.4% | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 6,183 | $36.5 萬 | 0.4% | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 12,335 | $32.8 萬 | 0.3% | – |
| AMZNAmazon Com Inc | Stock | 1,288 | $26.8 萬 | 0.3% | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 6,783 | $26.8 萬 | 0.3% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 715 | $24.2 萬 | 0.2% | 歷史 |
| ASPIASP Isotopes Inc. | COM | 10,000 | $4.42 萬 | <0.1% | 歷史 |