CIK: 0000723204
申報總市值
US$45.8億
申報季度: 2026-03-31 · 持股檔數: 1789
Laird Norton Wetherby Trust Company, LLC在最新一期 13F 報告中揭露了 1789 項持股，申報期為 2026-03-31，總持股市值約為 US$45.8億，季度換手率為 18.7%。
Laird Norton Wetherby Trust Company, LLC 目前揭露的持股，Herfindahl 集中度指數為 0.017——換算下來相當於約 60 個等權重部位，明顯低於其實際揭露的 1789 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 3.90），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
目前產業板塊分類約涵蓋此投資組合揭露價值的 68%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
減碼 MSFT
-4.1% -US$9788.0萬
加碼 VV
+236.6% US$4018.6萬
加碼 VEA
+26.0% US$2742.2萬
減碼 AAPL
-7.0% -US$3585.5萬
加碼 VTI
+9.6% US$1167.0萬
減碼 PEN
-84.1% -US$2105.4萬
僅顯示前 200 大持股（共 1789 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 5.88% | -1.76% | -4.14% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.52% | +0.50% | +9.56% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.14% | -0.50% | -7.03% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.10% | -0.32% | -5.58% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.64% | +0.69% | +26.00% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.45% | +0.29% | +5.79% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.38% | -0.07% | -2.56% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.21% | +0.25% | +6.67% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.07% | -0.29% | -7.24% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.98% | -0.16% | -3.81% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.28% | +0.90% | +236.57% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.25% | -0.11% | -2.20% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.20% | -0.21% | -11.35% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.16% | -0.03% | -2.77% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.10% | +0.13% | +10.30% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.09% | -3.60% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.08% | +0.16% | +0.54% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.01% | -0.13% | -1.99% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | -0.05% | -5.40% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.91% | — | -0.53% | |
| 21 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.84% | +0.41% | +71.75% | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 0.84% | -0.10% | +3.17% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.79% | -0.13% | -4.64% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | — | -3.18% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.68% | -0.03% | -0.01% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.67% | +0.15% | +30.89% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.63% | — | +6.83% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.09% | -3.62% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.57% | — | -1.39% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.56% | — | +10.48% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | — | -6.48% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | +0.09% | -1.46% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.14% | -9.05% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.51% | +0.16% | +37.15% | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.51% | -0.04% | -7.77% | |
| 36 | GS | Goldman Sachs Group INC | 股票-金融 | 0.50% | — | -1.98% | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.47% | +0.20% | +66.23% | |
| 38 | AMAT | Applied Materials INC | 股票-科技 | 0.44% | +0.13% | +0.51% | |
| 39 | WMT | Walmart INC | 股票-非循環性消費 | 0.44% | — | -2.41% | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.43% | — | -7.24% | |
| 41 | NFLX | Netflix INC | 股票-通訊服務 | 0.43% | — | -3.50% | |
| 42 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.42% | — | -4.68% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.42% | -0.07% | -6.06% | |
| 44 | CMC | Commercial Metals Co | 股票-工業 | 0.37% | — | -3.09% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.35% | — | -3.88% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.34% | +0.08% | -8.62% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.33% | -0.06% | +0.79% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | -0.10% | -10.07% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | — | -0.34% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.33% | — | -0.89% |
Q3 2026績效
+3.3%
近4個季度績效
+11.8%
根據可取得價格的持股（佔申報價值的70%）計算
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 1789 | US$45.8億 | 19 | |
| 2025-12-31 | 1881 | US$48.1億 | 100 | |
| 2025-09-30 | 65 | US$5.8億 | 25 | |
| 2025-06-30 | 69 | US$7.3億 | 0 | |
| 2025-03-31 | 67 | US$6.2億 | 100 | |
| 2024-12-31 | 80 | US$7.3億 | 0 | |
| 2024-09-30 | 84 | US$7.6億 | 0 | |
| 2024-06-30 | 72 | US$7.1億 | 0 | |
| 2024-03-31 | 83 | US$7.4億 | 0 | |
| 2023-12-31 | 91 | US$8.5億 | 0 | |
| 2023-09-30 | 115 | US$7.8億 | 0 | |
| 2023-06-30 | 115 | US$8.5億 | 0 | |
| 2023-03-31 | 119 | US$8.0億 | 0 | |
| 2022-12-31 | 115 | US$7.0億 | 0 | |
| 2022-09-30 | 71 | US$4.4億 | 0 | |
| 2022-06-30 | 122 | US$7.9億 | 0 | |
| 2022-03-31 | 195 | US$11.0億 | 0 | |
| 2021-12-31 | 198 | US$10.7億 | 0 | |
| 2021-09-30 | 187 | US$9.8億 | 0 | |
| 2021-06-30 | 168 | US$9.6億 | 97 | |
| 2021-03-31 | 163 | US$9.1億 | 4 | |
| 2020-12-31 | 161 | US$8.9億 | 0 |
Laird Norton Wetherby Trust Company, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: AstraZeneca PLC (AZN); 清倉: Astrazeneca Plc-spons Adr (AZNN); 清倉: Inhibrx Biosciences INC (INBX); 清倉: Avantis Emerging Markets Eq (AVEM); 減碼: Microsoft CORP (MSFT) — 股數 -4.14%.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +0.9% | +236.57% | 加碼 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.7% | +26.00% | 加碼 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +9.56% | 加碼 |
| 4 | IGF | Ishares Global Infrastructur | +0.4% | +71.75% | 加碼 |
| 5 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +5.79% | 加碼 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +6.67% | 加碼 |
| 7 | BND | Vanguard Total Bond Market | +0.2% | +66.23% | 加碼 |
| 8 | VXUS | Vanguard Total Intl Stock | +0.2% | +37.15% | 加碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.54% | 加碼 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +30.89% | 加碼 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.1% | +102.26% | 加碼 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -9.05% | 減碼 |
| 13 | AMAT | Applied Materials INC | +0.1% | +0.51% | 加碼 |
| 14 | VT | Vanguard Tot World Stk ETF | +0.1% | +10.30% | 加碼 |
| 15 | LRCX | Lam Research CORP | +0.1% | +7.36% | 加碼 |
| 16 | COST | Costco Wholesale CORP | +0.1% | -1.46% | 減碼 |
| 17 | CVX | Chevron CORP | +0.1% | -8.62% | 減碼 |
| 18 | GEV | GE Vernova INC | +0.1% | +0.18% | 加碼 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.77% | 減碼 |
| 20 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.01% | 減碼 |
| 21 | HD | Home Depot INC | 0% | -7.77% | 減碼 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -5.40% | 減碼 |
| 23 | SAP | Sap Se-sponsored Adr | -0.1% | -2.95% | 減碼 |
| 24 | UNH | Unitedhealth Group INC | -0.1% | -11.88% | 減碼 |
| 25 | ABT | Abbott Laboratories | -0.1% | +0.79% | 加碼 |
| 26 | BKNG | Booking Holdings INC | -0.1% | -9.66% | 減碼 |
| 27 | SNX | TD Synnex CORP | -0.1% | -82.83% | 減碼 |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -2.56% | 減碼 |
| 29 | MA | Mastercard INC - A | -0.1% | -6.06% | 減碼 |
| 30 | CRM | Salesforce INC | -0.1% | -5.51% | 減碼 |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | -3.60% | 減碼 |
| 32 | V | Visa Inc-class A Shares | -0.1% | -3.62% | 減碼 |
| 33 | ORCL | Oracle CORP | -0.1% | -2.58% | 減碼 |
| 34 | TSLA | Tesla INC | -0.1% | +3.17% | 加碼 |
| 35 | IBM | Intl Business Machines CORP | -0.1% | -10.07% | 減碼 |
| 36 | AVGO | Broadcom INC | -0.1% | -2.20% | 減碼 |
| 37 | META | Meta Platforms Inc-class A | -0.1% | -1.99% | 減碼 |
| 38 | LLY | Eli Lilly & Co | -0.1% | -4.64% | 減碼 |
| 39 | INTU | Intuit INC | -0.1% | -4.12% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.81% | 減碼 |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | -11.35% | 減碼 |
| 42 | AMZN | Amazon.com INC | -0.3% | -7.24% | 減碼 |
| 43 | NVDA | Nvidia CORP | -0.3% | -5.58% | 減碼 |
| 44 | PEN | Penumbra INC | -0.4% | -84.10% | 減碼 |
| 45 | AAPL | Apple INC | -0.5% | -7.03% | 減碼 |
| 46 | MSFT | Microsoft CORP | -1.8% | -4.14% | 減碼 |
| 47 | AZN | AstraZeneca PLC | — | NEW | 新建倉 |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清倉 |
| 49 | INBX | Inhibrx Biosciences INC | — | EXIT | 清倉 |
| 50 | AVEM | Avantis Emerging Markets Eq | — | EXIT | 清倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-17 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-08-03 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-06 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-02-07 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-09 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-02-26 | 13F-HR | 在 EDGAR 上查看 |
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資料過舊，未更新
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