King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/12 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 171
- 較 2021 年第 1 季 +11
- 總值
- $4.89 億
- 較 2021 年第 1 季 +$4,352 萬 (+9.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 147,913 | $5,243 萬 | 10.7% | −5,120−3.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 102,867 | $4,422 萬 | 9.0% | +10,434+11.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 83,804 | $2,270 萬 | 4.6% | +2,036+2.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 52,259 | $2,237 萬 | 4.6% | −302−0.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 68,996 | $1,854 萬 | 3.8% | +22,350+47.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 122,786 | $1,682 萬 | 3.4% | −3,968−3.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,864 | $1,674 萬 | 3.4% | +75+1.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 69,725 | $1,630 萬 | 3.3% | −1,020−1.4% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 136,431 | $1,541 萬 | 3.2% | +4,240+3.2% | 加碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 130,225 | $1,534 萬 | 3.1% | −75−0.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 16,712 | $1,337 萬 | 2.7% | +259+1.6% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 74,585 | $1,221 萬 | 2.5% | +231+0.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 27,980 | $1,120 萬 | 2.3% | +292+1.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 71,557 | $1,113 萬 | 2.3% | +1,419+2.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 47,321 | $1,093 萬 | 2.2% | +340+0.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 76,682 | $1,081 萬 | 2.2% | −1,454−1.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 54,719 | $901.4 萬 | 1.8% | +498+0.9% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 90,396 | $892.7 萬 | 1.8% | +16,059+21.6% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 16,875 | $638.5 萬 | 1.3% | +546+3.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,470 | $637.8 萬 | 1.3% | +369+2.2% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 18,051 | $622.7 萬 | 1.3% | +416+2.4% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 87,093 | $583.5 萬 | 1.2% | +4,761+5.8% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 21,040 | $513.9 萬 | 1.1% | −24,671−54.0% | 減碼 | 歷史 |
| RXTRackspace Technology, Inc. | COM | 211,289 | $414.3 萬 | 0.8% | +211,289 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,915 | $411.9 萬 | 0.8% | +1,147+9.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,128 | $400.7 萬 | 0.8% | +337+3.4% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 26,889 | $361.3 萬 | 0.7% | +171+0.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 47,534 | $355.8 萬 | 0.7% | +6,164+14.9% | 加碼 | – |
| TGTTarget Corp | Stock | 14,708 | $355.5 萬 | 0.7% | +194+1.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 23,983 | $323.6 萬 | 0.7% | −188−0.8% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 37,190 | $320.4 萬 | 0.7% | +155+0.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 21,072 | $312.2 萬 | 0.6% | +103+0.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 9,780 | $285.1 萬 | 0.6% | +50+0.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 11,232 | $257.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 930 | $227.1 萬 | 0.5% | +50+5.7% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 20,701 | $218.0 萬 | 0.4% | +72+0.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,739 | $216.1 萬 | 0.4% | +902+5.1% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 35,359 | $198.1 萬 | 0.4% | −198−0.6% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,847 | $183.1 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 33,591 | $179.1 萬 | 0.4% | +782+2.4% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 7,452 | $169.0 萬 | 0.3% | −1,278−14.6% | 減碼 | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 36,243 | $167.9 萬 | 0.3% | −415−1.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,781 | $166.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 15,339 | $164.0 萬 | 0.3% | +915+6.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,326 | $163.9 萬 | 0.3% | +527+6.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,662 | $162.4 萬 | 0.3% | −2,936−30.6% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 7,235 | $156.5 萬 | 0.3% | −471−6.1% | 減碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 19,288 | $153.9 萬 | 0.3% | +2,000+11.6% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 13,127 | $151.6 萬 | 0.3% | +288+2.2% | 加碼 | – |
| TGTXTG Therapeutics, Inc. | COM | 38,800 | $150.5 萬 | 0.3% | −10,000−20.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,629 | $145.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 2,230 | $145.1 萬 | 0.3% | +15+0.7% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,630 | $144.6 萬 | 0.3% | −372−6.2% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 7,500 | $134.6 萬 | 0.3% | −500−6.3% | 減碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 10,000 | $127.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 29,060 | $124.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,562 | $123.9 萬 | 0.3% | +28+0.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 46,422 | $122.1 萬 | 0.2% | +53+0.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 10,447 | $121.1 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 19,800 | $118.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,151 | $116.1 萬 | 0.2% | −300−3.5% | 減碼 | 歷史 |
| NUVANuvasive Inc | COM | 17,000 | $115.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 29,078 | $114.4 萬 | 0.2% | +1,665+6.1% | 加碼 | – |
| QRVOQorvo, Inc. | Stock | 5,704 | $111.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WENWendy's Co | Stock | 46,577 | $109.1 萬 | 0.2% | −8,912−16.1% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,668 | $108.8 萬 | 0.2% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,659 | $108.7 萬 | 0.2% | −319−2.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 2,142 | $102.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 22,000 | $98.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 33,224 | $95.6 萬 | 0.2% | +785+2.4% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,506 | $92.7 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,647 | $87.2 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| VTRSViatris Inc | Stock | 58,121 | $83.1 萬 | 0.2% | −59−0.1% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,534 | $76.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,988 | $75.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZGZillow Group, Inc. | CL A | 6,060 | $74.3 萬 | 0.2% | +4,020+197.1% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,567 | $71.3 萬 | 0.1% | +97+1.8% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,203 | $70.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,653 | $70.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 3,207 | $69.8 萬 | 0.1% | −8−0.2% | 減碼 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 16,897 | $69.0 萬 | 0.1% | −10,000−37.2% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,181 | $66.1 萬 | 0.1% | −275−8.0% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 14,509 | $62.8 萬 | 0.1% | +14,509 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,055 | $61.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,339 | $60.1 萬 | 0.1% | +300+6.0% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 4,400 | $58.4 萬 | 0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 14,688 | $57.5 萬 | 0.1% | +463+3.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,331 | $57.0 萬 | 0.1% | −15,997−68.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,366 | $56.1 萬 | 0.1% | +497+5.0% | 加碼 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $55.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,905 | $54.6 萬 | 0.1% | −10−0.5% | 減碼 | – |
| GDSGDS Holdings Ltd | SPONSORED ADS | 6,900 | $54.2 萬 | 0.1% | +6,900 | 新進 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,853 | $53.8 萬 | 0.1% | +4+0.1% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 602 | $52.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,592 | $51.9 萬 | 0.1% | −29−0.8% | 減碼 | – |
| WMWaste Management Inc | Stock | 3,697 | $51.8 萬 | 0.1% | −25−0.7% | 減碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,000 | $51.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286871 | MSCI HONG KG ETF | 18,850 | $50.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $49.1 萬 | 0.1% | 00.0% | 不變 | – |
| KLACKLA Corp | COM NEW | 1,500 | $48.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $7,000 | – |
2021 年第 1 季之後清倉（2 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。