VW

Veridan Wealth LLC

產業集中型逆勢操作型長期持有型

申報總市值

US$2.7億

申報季度: 2026-03-31 · 持股檔數: 80

Veridan Wealth LLC在最新一期 13F 報告中揭露了 80 項持股，申報期為 2026-03-31，總持股市值約為 US$2.7億，季度換手率為 16.3%。

瀏覽其他1 億至 10 億美元機構瀏覽其他以「V」開頭的機構

機構性格雪花圖

集中度
44.1
持倉穩定性
16.33
動能／逆勢
0
產業集中度
100
多樣化
100
倉位均衡度
71.86

近期動向

  • 減碼 RKT

    0.0%　-US$3035.3萬

  • 加碼 HFXI

    +2.8%　US$35.4萬

  • 加碼 IUSB

    -0.0%　-US$7.0萬

  • 加碼 FENI

    +3.2%　US$26.2萬

  • 加碼 MGV

    -0.3%　US$14.1萬

  • 減碼 WFC

    0.0%　-US$186.3萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1RKTRocket Cos Inc-class A股票-金融31.30%-7.34%—
2WFCWells Fargo & Co股票-金融4.04%-0.25%—
3IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他3.27%+0.28%-0.03%
4IWYIshares Russell Top 200 GrowETF-其他2.73%-0.05%-0.60%
5BIVVanguard Intermediate-term BETF-其他2.62%+0.22%+0.30%
6IWXIshares Russell Top 200 ValuETF-其他2.31%+0.25%+0.66%
7MGVVanguard Mega Cap Value ETFETF-其他2.29%+0.26%-0.35%
8HFXINyli Ftse Intl Eq Cur NtrlETF-其他2.19%+0.32%+2.80%
9IWLIshares Russell Top 200 ETFETF-其他2.17%+0.09%+0.82%
10OEFIshares S&p 100 ETFETF-其他2.14%+0.06%+0.84%
11FENIFidelity Enhanced Intl ETFETF-其他2.05%+0.27%+3.20%
12IMTMIshares Msci Intl Momentum FETF-其他2.02%+0.23%+2.74%
13✓ Rocket Cos INC股票-其他1.98%+1.98%NEW
14VOVanguard Mid-cap ETFETF-其他1.84%—+1.58%
15VCITVanguard Int-term CorporateETF-投資等級公司債1.80%+0.19%+2.51%
16IGIBIshares 5-10y Inv Grade CORPETF-投資等級公司債1.76%—+0.65%
17VBVanguard Small-cap ETFETF-其他1.72%+0.19%+0.35%
18IEFIshares 7-10 Year Treasury BETF-政府公債1.51%+0.18%+3.80%
19VOEVanguard Mid-cap Value ETFETF-其他1.51%+0.21%+1.54%
20IQLTIshares Msci International QETF-其他1.49%+0.20%+2.76%
21VUGVanguard Growth ETFETF-其他1.48%-0.06%-2.33%
22ESGDIshares Trust Ishares Esg AwETF-其他1.47%+0.18%+2.60%
23FNDESchwab Fndmntl Em Mrk Eq ETFETF-其他1.45%+0.24%+2.37%
24EMGFIshares Emerging Markets EquETF-新興市場1.44%+0.21%+2.16%
25SCHFSchwab Intl Equity ETFETF-其他1.43%+0.20%+2.41%
26SCHGSchwab US Large-cap GrowthETF-其他1.33%-0.02%+0.56%
27IAUIshares Gold TrustETF-避險與商品1.33%+0.22%+0.56%
28QQQInvesco Qqq Trust Series 1ETF-科技型1.14%+0.06%+2.57%
29VTVVanguard Value ETFETF-其他1.10%+0.14%+0.59%
30IWPIshares Russell Mid-cap GrowETF-其他1.00%+0.02%-1.12%
31MGKVanguard Mega Cap Growth ETFETF-其他0.93%+0.04%+6.22%
32VMBSVanguard Mortgage-backed SecETF-其他0.91%+0.11%+4.12%
33FPEIFirst Trust Institutional PrETF-其他0.90%—+3.00%
34IEIIshares 3-7 Year Treasury BoETF-政府公債0.89%+0.11%+4.66%
35TLHIshares 10-20 Year TreasuryETF-政府公債0.87%—+0.18%
36SCHPSchwab U.s. Tips ETFETF-其他0.84%—-0.37%
37AAPLApple INC股票-科技0.70%+0.09%+11.79%
38SCHESchwab Emrg Mrkts Eqty ETFETF-其他0.69%+0.09%+3.29%
39NVDANvidia CORP股票-科技0.61%+0.04%+2.95%
40MSFTMicrosoft CORP股票-科技0.54%-0.03%+11.88%
41VTEBVanguard Tax-exempt Bond ETFETF-其他0.33%+0.06%+14.75%
42SPGSimon Property Group INC股票-房地產0.32%—+1.21%
43AMZNAmazon.com INC股票-循環性消費0.27%+0.01%+4.41%
44AMATApplied Materials INC股票-科技0.27%+0.09%+2.42%
45GOOGLAlphabet Inc-cl A股票-通訊服務0.25%—+5.11%
46BRK-BBerkshire Hathaway Inc-cl B股票-其他0.25%—+8.57%
47ESGUIshares Esg Aware Msci USAETF-其他0.23%+0.01%-2.06%
48GOOGAlphabet Inc-cl C股票-通訊服務0.20%-0.01%-4.71%
49XVVIshares Esg Select ScreenedETF-其他0.19%+0.01%-2.29%
50VXFVanguard Extended Market ETFETF-其他0.18%—-0.35%
1–50 of 80

本季持股變動

Veridan Wealth LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Rocket Cos INC; 清倉: Nike INC -cl B (NKE); 新建倉: Mckesson CORP (MCK); 加碼: Nyli Ftse Intl Eq Cur Ntrl (HFXI) — 股數 +2.80%; 減碼: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — 股數 -0.03%.

Veridan Wealth LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1HFXINyli Ftse Intl Eq Cur Ntrl+0.3%+2.80%加碼
2IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.3%-0.03%減碼
3FENIFidelity Enhanced Intl ETF+0.3%+3.20%加碼
4MGVVanguard Mega Cap Value ETF+0.3%-0.35%減碼
5IWXIshares Russell Top 200 Valu+0.3%+0.66%加碼
6FNDESchwab Fndmntl Em Mrk Eq ETF+0.2%+2.37%加碼
7IMTMIshares Msci Intl Momentum F+0.2%+2.74%加碼
8IAUIshares Gold Trust+0.2%+0.56%加碼
9BIVVanguard Intermediate-term B+0.2%+0.30%加碼
10EMGFIshares Emerging Markets Equ+0.2%+2.16%加碼
11VOEVanguard Mid-cap Value ETF+0.2%+1.54%加碼
12SCHFSchwab Intl Equity ETF+0.2%+2.41%加碼
13IQLTIshares Msci International Q+0.2%+2.76%加碼
14VBVanguard Small-cap ETF+0.2%+0.35%加碼
15VCITVanguard Int-term Corporate+0.2%+2.51%加碼
16ESGDIshares Trust Ishares Esg Aw+0.2%+2.60%加碼
17IEFIshares 7-10 Year Treasury B+0.2%+3.80%加碼
18VTVVanguard Value ETF+0.1%+0.59%加碼
19IEIIshares 3-7 Year Treasury Bo+0.1%+4.66%加碼
20VMBSVanguard Mortgage-backed Sec+0.1%+4.12%加碼
21IWLIshares Russell Top 200 ETF+0.1%+0.82%加碼
22AMATApplied Materials INC+0.1%+2.42%加碼
23AAPLApple INC+0.1%+11.79%加碼
24SCHESchwab Emrg Mrkts Eqty ETF+0.1%+3.29%加碼
25OEFIshares S&p 100 ETF+0.1%+0.84%加碼
26XOMExxon Mobil CORP+0.1%+5.73%加碼
27QQQInvesco Qqq Trust Series 1+0.1%+2.57%加碼
28VTEBVanguard Tax-exempt Bond ETF+0.1%+14.75%加碼
29SMLFIshares US Smallcap Equity F+0.1%+37.30%加碼
30MGKVanguard Mega Cap Growth ETF0%+6.22%加碼
31NVDANvidia CORP0%+2.95%加碼
32IWPIshares Russell Mid-cap Grow0%-1.12%減碼
33XVVIshares Esg Select Screened0%-2.29%減碼
34ESGUIshares Esg Aware Msci USA0%-2.06%減碼
35AMZNAmazon.com INC0%+4.41%加碼
36USSGXtrackers Msci USA Sele Eqty0%-2.54%減碼
37SNPEXtrckr S&p 500 Scor&scrn ETF—-2.63%減碼
38SUSLIshares Esg Msci USA Leaders—-2.47%減碼
39TSLATesla INC—+6.55%加碼
40GOOGAlphabet Inc-cl C0%-4.71%減碼
41SCHGSchwab US Large-cap Growth0%+0.56%加碼
42MSFTMicrosoft CORP0%+11.88%加碼
43IWYIshares Russell Top 200 Grow-0.1%-0.60%減碼
44VUGVanguard Growth ETF-0.1%-2.33%減碼
45COSTCostco Wholesale CORP-0.1%-55.57%減碼
46WFCWells Fargo & Co-0.3%—不變
47RKTRocket Cos Inc-class A-7.3%—不變
48✓ Rocket Cos INC—NEW新建倉
49NKENike INC -cl B—EXIT清倉
50MCKMckesson CORP—NEW新建倉

FAQ

Veridan Wealth LLC 是什麼機構？屬於哪種投資人類型？
Veridan Wealth LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.7億，分佈在 80 個已申報部位之中。
Veridan Wealth LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Veridan Wealth LLC 按市值排列的前幾大持股為： 1. Rocket Cos Inc-class A (RKT) — US$8464.4萬 (31.3%) 2. Wells Fargo & Co (WFC) — US$1091.2萬 (4.0%) 3. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — US$883.0萬 (3.3%) 4. Ishares Russell Top 200 Grow (IWY) — US$738.5萬 (2.7%) 5. Vanguard Intermediate-term B (BIV) — US$708.8萬 (2.6%)
Veridan Wealth LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Veridan Wealth LLC 共進行了 48 項顯著調整：新建倉 2 個部位、加碼 33 個既有持股、減碼 12 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Rocket Cos INC; 清倉: Nike INC -cl B (NKE); 新建倉: Mckesson CORP (MCK); 加碼: Nyli Ftse Intl Eq Cur Ntrl (HFXI) — 股數 +2.80%; 減碼: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — 股數 -0.03%
Veridan Wealth LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Veridan Wealth LLC 的主要板塊分佈如下： • Financials: 89.3% • Information Technology: 5.7% • Communication Services: 1.6% • Consumer Staples: 0.9% • Consumer Discretionary: 0.9% • Real Estate: 0.8%

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