King Wealth
- SEC CIK
- 0001568235
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/5。SEC
- 持股檔數
- 176
- 較 2026 年第 1 季 +18
- 總值
- $9.14 億
- 較 2026 年第 1 季 +$1.15 億 (+14.3%)
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 |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF464287200 | ETF | 175,250 | $1.31 億 | 14.35% | +3,281+1.9% | 加碼 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 120,537 | $8,876.4 萬 | 9.71% | +327+0.3% | 加碼 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 80,417 | $6,005.3 萬 | 6.57% | −796−1.0% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 215,020 | $4,302.3 萬 | 4.71% | −1,313−0.6% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 114,619 | $4,275.5 萬 | 4.68% | −758−0.7% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 147,101 | $4,256.5 萬 | 4.66% | −1,728−1.2% | 減碼 | 查看 |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 416,594 | $3,212.4 萬 | 3.51% | +5,975+1.5% | 加碼 | – |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 208,614 | $3,094 萬 | 3.38% | +2,481+1.2% | 加碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 79,070 | $2,825.7 萬 | 3.09% | +199+0.3% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 80,935 | $2,649.2 萬 | 2.90% | +50+0.1% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 72,465 | $2,486.2 萬 | 2.72% | −189−0.3% | 減碼 | 查看 |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 26,760 | $2,042.2 萬 | 2.23% | −272−1.0% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 85,521 | $2,038.3 萬 | 2.23% | +78+0.1% | 加碼 | 查看 |
| PHPARKER-HANNIFIN CORP COM | Stock | 15,845 | $1,549.9 萬 | 1.70% | +104+0.7% | 加碼 | 查看 |
| WMTWALMART INC COM | Stock | 136,003 | $1,540.4 萬 | 1.68% | −410.0% | 減碼 | 查看 |
| ISHARES TR464287150 | CORE S&P TTL STK | 90,142 | $1,480.8 萬 | 1.62% | −133−0.1% | 減碼 | – |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808 | ETF | 51,730 | $1,477.3 萬 | 1.62% | −586−1.1% | 減碼 | – |
| METAMETA PLATFORMS INC CL A | Stock | 24,284 | $1,367.9 萬 | 1.50% | +349+1.5% | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 13,668 | $1,278.6 萬 | 1.40% | +224+1.7% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 48,725 | $1,061.9 萬 | 1.16% | +1,445+3.1% | 加碼 | – |
| LLYELI LILLY & CO COM | Stock | 7,913 | $949.1 萬 | 1.04% | +477+6.4% | 加碼 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 16,954 | $863.7 萬 | 0.94% | +34+0.2% | 加碼 | 查看 |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 87,962 | $849.5 萬 | 0.93% | +3,292+3.9% | 加碼 | – |
| MAMASTERCARD INCORPORATED CL A | Stock | 16,207 | $832.4 萬 | 0.91% | −386−2.3% | 減碼 | 查看 |
| DIASTATE STR SPDR DOW JONES IND | UT SER 1 | 15,804 | $825.6 萬 | 0.90% | −292−1.8% | 減碼 | 查看 |
| TTTRANE TECHNOLOGIES PLC | SHS | 16,508 | $810.8 萬 | 0.89% | +761+4.8% | 加碼 | 查看 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506 | ETF | 131,503 | $698.4 萬 | 0.76% | −2,006−1.5% | 減碼 | – |
| MCDMCDONALDS CORP COM | Stock | 23,436 | $633.5 萬 | 0.69% | −1,325−5.4% | 減碼 | 查看 |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 70,623 | $585 萬 | 0.64% | +2,303+3.4% | 加碼 | – |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512 | ETF | 29,209 | $577.2 萬 | 0.63% | −600−2.0% | 減碼 | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 69,724 | $561.8 萬 | 0.61% | +52,293+300.0% | 加碼 | – |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 45,563 | $531.6 萬 | 0.58% | +265+0.6% | 加碼 | 查看 |
| ISHARES S&P MID-CAP 400 VALUE ETF464287705 | ETF | 32,843 | $485.2 萬 | 0.53% | −583−1.7% | 減碼 | – |
| TSLATESLA INC COM | Stock | 11,126 | $468 萬 | 0.51% | +1,984+21.7% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 32,346 | $442.2 萬 | 0.48% | +374+1.2% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 24,055 | $398.7 萬 | 0.44% | +1,254+5.5% | 加碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 15,202 | $386.1 萬 | 0.42% | −116−0.8% | 減碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 3,593 | $382.7 萬 | 0.42% | +56+1.6% | 加碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 10,248 | $361.4 萬 | 0.40% | −579−5.3% | 減碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 25,917 | $350.9 萬 | 0.38% | −587−2.2% | 減碼 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 47,560 | $339.6 萬 | 0.37% | +6,961+17.1% | 加碼 | 查看 |
| TEVATEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 100,000 | $338.8 萬 | 0.37% | −10,000−9.1% | 減碼 | 查看 |
| CITHE CIGNA GROUP COM | Stock | 11,272 | $310.7 萬 | 0.34% | +4,805+74.3% | 加碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 20,453 | $299.9 萬 | 0.33% | −90−0.4% | 減碼 | 查看 |
| GLDSPDR GOLD SHARES | ETF | 6,728 | $247.8 萬 | 0.27% | +3,820+131.4% | 加碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 1,934 | $227.2 萬 | 0.25% | +36+1.9% | 加碼 | 查看 |
| UTHRUNITED THERAPEUTICS CORP DEL | COM | 4,150 | $224.9 萬 | 0.25% | 00.0% | 不變 | 查看 |
| BXBLACKSTONE INC | COM | 18,365 | $216.1 萬 | 0.24% | +41+0.2% | 加碼 | 查看 |
| ORCLORACLE CORP COM | Stock | 12,957 | $189.9 萬 | 0.21% | −6,635−33.9% | 減碼 | 查看 |
| ISHARES S&P SMALL-CAP 600 VALUE ETF464287879 | ETF | 13,254 | $181.2 萬 | 0.20% | −182−1.4% | 減碼 | – |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 3,083 | $179.1 萬 | 0.20% | +20+0.7% | 加碼 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 2,580 | $177.2 萬 | 0.19% | −35−1.3% | 減碼 | – |
| UNPUNION PAC CORP COM | Stock | 6,512 | $177.1 萬 | 0.19% | +50+0.8% | 加碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 3,437 | $164.2 萬 | 0.18% | −474−12.1% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 5,381 | $163.1 萬 | 0.18% | 00.0% | 不變 | – |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 19,569 | $160.7 萬 | 0.18% | −219−1.1% | 減碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 4,326 | $160.1 萬 | 0.18% | −17−0.4% | 減碼 | – |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 36,514 | $155.8 萬 | 0.17% | +29,514+421.6% | 加碼 | 查看 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242 | ETF | 13,656 | $148.9 萬 | 0.16% | −655−4.6% | 減碼 | – |
| ISHARES S&P 500 VALUE ETF464287408 | ETF | 6,550 | $148.7 萬 | 0.16% | 00.0% | 不變 | – |
| GEGE AEROSPACE COM NEW | Stock | 3,819 | $142.7 萬 | 0.16% | +66+1.8% | 加碼 | 查看 |
| PRKPARK NATL CORP | COM | 7,588 | $138.9 萬 | 0.15% | +7,588 | 新進 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 3,702 | $130.8 萬 | 0.14% | +17+0.5% | 加碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 2,526 | $126.4 萬 | 0.14% | +22+0.9% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611 | ETF | 5,032 | $122.3 萬 | 0.13% | −61−1.2% | 減碼 | – |
| ISHARES CORE U.S. AGGREGATE BOND ETF464287226 | ETF | 11,843 | $117.2 萬 | 0.13% | +65+0.6% | 加碼 | – |
| EPDENTERPRISE PRODS PARTNERS L P COM | Stock | 30,203 | $111 萬 | 0.12% | +51+0.2% | 加碼 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 961 | $110.9 萬 | 0.12% | −22−2.2% | 減碼 | 查看 |
| BLKBLACKROCK INC COM | Stock | 1,149 | $110.5 萬 | 0.12% | 00.0% | 不變 | 查看 |
| GLWCORNING INC | COM | 4,316 | $110.2 萬 | 0.12% | +21+0.5% | 加碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 1,084 | $109.6 萬 | 0.12% | +17+1.6% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 2,786 | $105.3 萬 | 0.12% | +74+2.7% | 加碼 | 查看 |
| J P MORGAN EXCHANGE TRADED F46641Q647 | MUNICIPAL ETF | 20,528 | $104 萬 | 0.11% | +20,528 | 新進 | – |
| ABTABBOTT LABORATORIES COM | Stock | 11,432 | $103.7 萬 | 0.11% | −172−1.5% | 減碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 7,948 | $102.1 萬 | 0.11% | +53+0.7% | 加碼 | 查看 |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 7,628 | $94.7 萬 | 0.10% | +5,706+296.9% | 加碼 | – |
| ISHARES TR464287440 | 7-10 YR TRSY BD | 9,980 | $94.4 萬 | 0.10% | −305−3.0% | 減碼 | – |
| ISHARES TR464288687 | PFD AND INCM SEC | 30,906 | $94.2 萬 | 0.10% | −348−1.1% | 減碼 | – |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 21,975 | $93 萬 | 0.10% | −20−0.1% | 減碼 | 查看 |
| DKSDICKS SPORTING GOODS INC COM | Stock | 4,099 | $93 萬 | 0.10% | −82−2.0% | 減碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 4,810 | $91.3 萬 | 0.10% | +70+1.5% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 10,492 | $90.4 萬 | 0.10% | +8,735+497.2% | 加碼 | – |
| ETNEATON CORP PLC SHS | Stock | 2,115 | $90.1 萬 | 0.10% | +100+5.0% | 加碼 | 查看 |
| INVESCO EXCH TRADED FD TR II46138G870 | VAR RATE PFD | 36,043 | $87.6 萬 | 0.10% | −609−1.7% | 減碼 | – |
| THCTENET HEALTHCARE CORP | COM NEW | 4,500 | $84.2 萬 | 0.09% | 00.0% | 不變 | 查看 |
| CASYCASEYS GEN STORES INC | COM | 1,050 | $83.5 萬 | 0.09% | 00.0% | 不變 | 查看 |
| KOCOCA COLA CO COM | Stock | 10,214 | $83 萬 | 0.09% | +39+0.4% | 加碼 | 查看 |
| UPSUNITED PARCEL SVCS INC CL B | Stock | 7,632 | $82 萬 | 0.09% | 00.0% | 不變 | 查看 |
| FIDELITY MERRIMACK STR TR316188309 | TOTAL BD ETF | 17,686 | $80.5 萬 | 0.09% | −1,671−8.6% | 減碼 | – |
| BPBP PLC SPONSORED ADR | ADR | 21,759 | $80.4 萬 | 0.09% | +159+0.7% | 加碼 | 查看 |
| WMWASTE MGMT INC DEL COM | Stock | 3,588 | $80 萬 | 0.09% | +2+0.1% | 加碼 | 查看 |
| VANGUARD INDEX FDS922908652 | EXTEND MKT ETF | 2,975 | $73.3 萬 | 0.08% | +5+0.2% | 加碼 | – |
| VLOVALERO ENERGY CORP COM | Stock | 2,742 | $71.4 萬 | 0.08% | +200+7.9% | 加碼 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 4,537 | $68.7 萬 | 0.08% | +15+0.3% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 2,709 | $68.2 萬 | 0.07% | +17+0.6% | 加碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 817 | $59 萬 | 0.06% | +6+0.7% | 加碼 | 查看 |
| ISHARES TR464287556 | ISHARES BIOTECH | 3,102 | $59 萬 | 0.06% | 00.0% | 不變 | – |
| AWRAMER STATES WTR CO | COM | 7,000 | $57.8 萬 | 0.06% | 00.0% | 不變 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 289 | $57.5 萬 | 0.06% | +13+4.7% | 加碼 | 查看 |
| ETENERGY TRANSFER L P | COM UT LTD PTN | 29,736 | $56.9 萬 | 0.06% | +500+1.7% | 加碼 | 查看 |