King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/12 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 172
- 較 2021 年第 2 季 +1
- 總值
- $4.88 億
- 較 2021 年第 2 季 −$87.1 萬 (−0.2%)
| 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 | 146,096 | $5,230 萬 | 10.7% | −1,817−1.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 105,962 | $4,565 萬 | 9.3% | +3,095+3.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 83,320 | $2,349 萬 | 4.8% | −484−0.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 51,852 | $2,225 萬 | 4.6% | −407−0.8% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 71,696 | $1,886 萬 | 3.9% | +2,700+3.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 122,722 | $1,737 萬 | 3.6% | −64−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,285 | $1,736 萬 | 3.6% | +421+8.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 69,503 | $1,548 萬 | 3.2% | −222−0.3% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 130,360 | $1,547 萬 | 3.2% | +135+0.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 139,777 | $1,526 萬 | 3.1% | +3,346+2.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 65,915 | $1,366 萬 | 2.8% | −933−1.4% | 減碼依 4 比 1 拆股換算 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 75,116 | $1,215 萬 | 2.5% | +531+0.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 72,604 | $1,189 萬 | 2.4% | +1,047+1.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 47,507 | $1,145 萬 | 2.3% | +186+0.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 28,105 | $1,098 萬 | 2.2% | +125+0.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 93,176 | $916.7 萬 | 1.9% | +2,780+3.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 55,431 | $895.2 萬 | 1.8% | +712+1.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,545 | $610.0 萬 | 1.2% | +75+0.4% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 17,917 | $606.1 萬 | 1.2% | −134−0.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 17,096 | $590.0 萬 | 1.2% | +221+1.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 40,294 | $561.6 萬 | 1.2% | −36,388−47.5% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 88,187 | $544.6 萬 | 1.1% | +1,094+1.3% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 19,762 | $536.0 萬 | 1.1% | −1,278−6.1% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 42,777 | $512.3 萬 | 1.0% | +42,777 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,149 | $456.1 萬 | 0.9% | +21+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,159 | $432.0 萬 | 0.9% | +244+1.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 52,655 | $391.0 萬 | 0.8% | +5,121+10.8% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 27,495 | $365.8 萬 | 0.7% | +606+2.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 34,418 | $341.4 萬 | 0.7% | +10,435+43.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 14,708 | $336.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 36,434 | $313.9 萬 | 0.6% | −756−2.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 20,764 | $312.3 萬 | 0.6% | −308−1.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 11,192 | $258.6 萬 | 0.5% | −40−0.4% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 9,825 | $255.7 萬 | 0.5% | +45+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 930 | $248.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 23,733 | $244.5 萬 | 0.5% | +3,032+14.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,252 | $221.1 萬 | 0.5% | +513+2.7% | 加碼 | – |
| BXBlackstone Inc. | COM | 18,850 | $219.3 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,499 | $215.2 萬 | 0.4% | −131−2.3% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 36,332 | $193.0 萬 | 0.4% | +2,741+8.2% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 34,902 | $188.5 萬 | 0.4% | −457−1.3% | 減碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 25,438 | $183.8 萬 | 0.4% | +6,150+31.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,781 | $162.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 13,618 | $156.9 萬 | 0.3% | +491+3.7% | 加碼 | – |
| DISWalt Disney Co | Stock | 9,242 | $156.3 萬 | 0.3% | −84−0.9% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 7,235 | $153.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 6,684 | $142.1 萬 | 0.3% | +22+0.3% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 7,500 | $138.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 33,897 | $131.6 萬 | 0.3% | +4,819+16.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 49,785 | $130.5 萬 | 0.3% | +3,363+7.2% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 6,629 | $129.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 29,060 | $126.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 2,215 | $126.1 萬 | 0.3% | −15−0.7% | 減碼 | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 31,989 | $124.5 萬 | 0.3% | −4,254−11.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,560 | $123.5 萬 | 0.3% | −20.0% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 10,428 | $123.2 萬 | 0.3% | −19−0.2% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 19,800 | $118.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 10,339 | $112.2 萬 | 0.2% | −5,000−32.6% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 7,538 | $111.6 萬 | 0.2% | +86+1.2% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,566 | $107.4 萬 | 0.2% | −102−0.8% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 8,101 | $104.3 萬 | 0.2% | −50−0.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,143 | $103.9 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 9,985 | $101.8 萬 | 0.2% | −674−6.3% | 減碼 | – |
| NUVANuvasive Inc | COM | 17,000 | $101.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 23,509 | $100.2 萬 | 0.2% | +9,000+62.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 35,549 | $96.0 萬 | 0.2% | +2,325+7.0% | 加碼 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 28,800 | $95.8 萬 | 0.2% | −10,000−25.8% | 減碼 | 歷史 |
| WENWendy's Co | Stock | 44,120 | $95.7 萬 | 0.2% | −2,457−5.3% | 減碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 5,704 | $95.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BIDUBaidu, Inc. | ADR | 6,115 | $94.0 萬 | 0.2% | +6,115 | 新進 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 5,000 | $88.7 萬 | 0.2% | +2,000+66.7% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,506 | $88.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 4,165 | $83.4 萬 | 0.2% | +2,401+136.1% | 加碼 | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 27,000 | $83.0 萬 | 0.2% | +17,000+170.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,548 | $80.6 萬 | 0.2% | −99−1.8% | 減碼 | 歷史 |
| ZGZillow Group, Inc. | CL A | 9,080 | $80.4 萬 | 0.2% | +3,020+49.8% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,534 | $75.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,988 | $74.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 16,897 | $73.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,846 | $73.4 萬 | 0.2% | +4,846 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,552 | $70.9 萬 | 0.1% | −15−0.3% | 減碼 | – |
| HONHoneywell International Inc | COM | 3,328 | $70.6 萬 | 0.1% | +125+3.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,653 | $70.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 838 | $65.0 萬 | 0.1% | +132+18.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,892 | $64.1 萬 | 0.1% | +204+1.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,249 | $62.4 萬 | 0.1% | +42+1.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,050 | $60.5 萬 | 0.1% | −5−0.5% | 減碼 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $59.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 11,293 | $59.3 萬 | 0.1% | +927+8.9% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,181 | $57.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,343 | $57.6 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,872 | $55.9 萬 | 0.1% | +280+7.8% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,056 | $55.3 萬 | 0.1% | +5,056 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 7,334 | $55.1 萬 | 0.1% | +30.0% | 加碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 5,000 | $54.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 3,658 | $54.6 萬 | 0.1% | −39−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,855 | $53.8 萬 | 0.1% | −50−2.6% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,856 | $52.1 萬 | 0.1% | +3+0.1% | 加碼 | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,000 | $51.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 602 | $50.5 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 | $5,000 | – |
2021 年第 2 季之後清倉（14 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RXTRackspace Technology, Inc. | COM | 211,289 | $414.3 萬 | 0.8% | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 10,000 | $127.0 萬 | 0.3% | 歷史 |
| VTRSViatris Inc | Stock | 58,121 | $83.1 萬 | 0.2% | 歷史 |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 4,400 | $58.4 萬 | 0.1% | – |
| iShares Inc464286871 | MSCI HONG KG ETF | 18,850 | $50.4 萬 | 0.1% | – |
| KMXCarMax Inc | COM | 3,000 | $38.7 萬 | 0.1% | 歷史 |
| UTLUnitil Corp | COM | 4,296 | $22.8 萬 | <0.1% | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,050 | $20.4 萬 | <0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,044 | $20.0 萬 | <0.1% | 歷史 |
| PPLPPL Corp | COM | 6,739 | $18.8 萬 | <0.1% | 歷史 |
| UHALU-Haul Holding Co | COM | 295 | $17.4 萬 | <0.1% | 歷史 |
| CMECME Group Inc. | COM | 650 | $13.8 萬 | <0.1% | 歷史 |
| EQIXEquinix Inc | COM | 155 | $12.5 萬 | <0.1% | 歷史 |
| ZYNEZynerba Pharmaceuticals, Inc. | COM | 16,000 | $8.50 萬 | <0.1% | 歷史 |