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 |
|---|---|---|---|---|---|---|---|
| CFMSConformis Inc | COM | 25,000 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZYNEZynerba Pharmaceuticals, Inc. | COM | 16,000 | $8.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LQDALiquidia Corp | COM NEW | 30,000 | $8.60 萬 | <0.1% | +30,000 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 155 | $12.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 650 | $13.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UHALU-Haul Holding Co | COM | 295 | $17.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 6,739 | $18.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,044 | $20.0 萬 | <0.1% | −101−8.8% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,050 | $20.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LAZLazard, Inc. | SHS A | 4,500 | $20.4 萬 | <0.1% | +4,500 | 新進 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,116 | $21.4 萬 | <0.1% | +1,116 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,169 | $22.2 萬 | <0.1% | +2,169 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 915 | $22.2 萬 | <0.1% | 00.0% | 不變 | – |
| HALOHalozyme Therapeutics, Inc. | COM | 5,000 | $22.7 萬 | <0.1% | −5,000−50.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 600 | $22.8 萬 | <0.1% | +600 | 新進 | 歷史 |
| UTLUnitil Corp | COM | 4,296 | $22.8 萬 | <0.1% | +4,296 | 新進 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,480 | $23.0 萬 | <0.1% | 00.0% | 不變 | – |
| KEYKeycorp | COM | 11,326 | $23.4 萬 | <0.1% | −79−0.7% | 減碼 | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 4,493 | $23.8 萬 | <0.1% | −180−3.9% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,800 | $24.7 萬 | 0.1% | +1,800 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 4,704 | $24.9 萬 | 0.1% | +273+6.2% | 加碼 | 歷史 |
| MSTRStrategy Inc | Stock | 375 | $24.9 萬 | 0.1% | +20+5.6% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 3,102 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 977 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | COM | 19,545 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 4,230 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 1,800 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 4,804 | $27.0 萬 | 0.1% | +102+2.2% | 加碼 | 歷史 |
| LLoews Corp | COM | 5,119 | $28.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 16,861 | $28.3 萬 | 0.1% | +18+0.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,431 | $29.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 1,536 | $30.1 萬 | 0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,321 | $31.2 萬 | 0.1% | −61,668−94.9% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,558 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 4,073 | $31.7 萬 | 0.1% | +744+22.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,014 | $31.9 萬 | 0.1% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 4,752 | $32.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| VMWVmware LLC | CL A COM | 2,000 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TUTelus Corp | COM | 14,520 | $32.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 3,874 | $33.1 萬 | 0.1% | −77−1.9% | 減碼 | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 23,000 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 4,568 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 853 | $33.6 萬 | 0.1% | 00.0% | 不變 | – |
| NBONeuberger Berman New York Municipal Fund Inc. | COM | 25,240 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WDFCWD 40 Co | COM | 1,316 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 2,288 | $33.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 14,307 | $35.3 萬 | 0.1% | −300−2.1% | 減碼 | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 10,000 | $35.5 萬 | 0.1% | +10,000 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,929 | $35.8 萬 | 0.1% | 00.0% | 不變 | – |
| MTBM&T Bank Corp | COM | 2,475 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,496 | $36.4 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,534 | $36.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRSTTrustco Bank Corp N Y | COM NEW | 10,908 | $37.5 萬 | 0.1% | 00.0% | 不變依 1 比 5 拆股換算 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,823 | $37.7 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| AROWArrow Financial Corp | COM | 10,614 | $38.2 萬 | 0.1% | +140+1.3% | 加碼 | 歷史 |
| KMXCarMax Inc | COM | 3,000 | $38.7 萬 | 0.1% | +3,000 | 新進 | 歷史 |
| EHCEncompass Health Corp | COM | 5,000 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AQNAlgonquin Power & Utilities Corp. | COM | 26,200 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,207 | $39.2 萬 | 0.1% | +500+8.8% | 加碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 8,000 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 6,000 | $41.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 5,000 | $41.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 1,764 | $41.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $41.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,969 | $43.5 萬 | 0.1% | −510−14.7% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 1,000 | $44.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,639 | $44.4 萬 | 0.1% | +5+0.1% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 30,666 | $45.6 萬 | 0.1% | −640−2.0% | 減碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 5,000 | $46.8 萬 | 0.1% | −1,000−16.7% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 3,000 | $47.9 萬 | 0.1% | +3,000 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 706 | $48.0 萬 | 0.1% | −161−18.6% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,500 | $48.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $49.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc464286871 | MSCI HONG KG ETF | 18,850 | $50.4 萬 | 0.1% | 00.0% | 不變 | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,000 | $51.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 3,697 | $51.8 萬 | 0.1% | −25−0.7% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,592 | $51.9 萬 | 0.1% | −29−0.8% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 602 | $52.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,853 | $53.8 萬 | 0.1% | +4+0.1% | 加碼 | – |
| GDSGDS Holdings Ltd | SPONSORED ADS | 6,900 | $54.2 萬 | 0.1% | +6,900 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,905 | $54.6 萬 | 0.1% | −10−0.5% | 減碼 | – |
| AWRAmerican States Water Co | COM | 7,000 | $55.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 10,366 | $56.1 萬 | 0.1% | +497+5.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,331 | $57.0 萬 | 0.1% | −15,997−68.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,688 | $57.5 萬 | 0.1% | +463+3.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 4,400 | $58.4 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 5,339 | $60.1 萬 | 0.1% | +300+6.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,055 | $61.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 14,509 | $62.8 萬 | 0.1% | +14,509 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,181 | $66.1 萬 | 0.1% | −275−8.0% | 減碼 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 16,897 | $69.0 萬 | 0.1% | −10,000−37.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,207 | $69.8 萬 | 0.1% | −8−0.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,653 | $70.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,203 | $70.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,567 | $71.3 萬 | 0.1% | +97+1.8% | 加碼 | – |
| ZGZillow Group, Inc. | CL A | 6,060 | $74.3 萬 | 0.2% | +4,020+197.1% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,988 | $75.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,534 | $76.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 58,121 | $83.1 萬 | 0.2% | −59−0.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,647 | $87.2 萬 | 0.2% | +10.0% | 加碼 | 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。