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 |
|---|---|---|---|---|---|---|---|
| WTERAlkaline Water Co Inc | COM NEW | 10,000 | $1.60 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| CFMSConformis Inc | COM | 25,000 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UONEUrban One, Inc. | CL A | 10,000 | $8.10 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| LQDALiquidia Corp | COM NEW | 30,000 | $8.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 13,000 | $9.60 萬 | <0.1% | −10,000−43.5% | 減碼 | 歷史 |
| ACREAres Commercial Real Estate Corp | COM | 10,000 | $15.1 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 5,000 | $20.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,069 | $20.6 萬 | <0.1% | −47−4.2% | 減碼 | 歷史 |
| LAZLazard, Inc. | SHS A | 4,500 | $20.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,423 | $20.7 萬 | <0.1% | +1,423 | 新進 | – |
| CCitigroup Inc | Stock | 2,953 | $20.7 萬 | <0.1% | +2,953 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 915 | $22.1 萬 | <0.1% | 00.0% | 不變 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 4,373 | $22.3 萬 | <0.1% | −120−2.7% | 減碼 | – |
| PRUPrudential Financial Inc | Stock | 2,132 | $22.4 萬 | <0.1% | −37−1.7% | 減碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,480 | $22.9 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,716 | $23.2 萬 | <0.1% | −84−4.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 88 | $23.5 萬 | <0.1% | +88 | 新進 | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,500 | $23.6 萬 | <0.1% | +1,500 | 新進 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 1,800 | $24.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 635 | $24.4 萬 | <0.1% | +635 | 新進 | 歷史 |
| IMPLIPI Legacy Liquidation Co | COM | 20,000 | $24.4 萬 | <0.1% | +20,000 | 新進 | 歷史 |
| KEYKeycorp | COM | 11,326 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 2,434 | $25.1 萬 | 0.1% | 00.0% | 不變依 1 比 8 拆股換算 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,657 | $25.3 萬 | 0.1% | −47−1.0% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 4,810 | $25.6 萬 | 0.1% | +6+0.1% | 加碼 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 16,380 | $26.2 萬 | 0.1% | −481−2.9% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 4,730 | $27.2 萬 | 0.1% | +500+11.8% | 加碼 | 歷史 |
| LLoews Corp | COM | 5,119 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,528 | $27.9 萬 | 0.1% | −968−21.5% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,393 | $29.0 萬 | 0.1% | −38−1.1% | 減碼 | – |
| DHRDanaher Corp | Stock | 977 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VMWVmware LLC | CL A COM | 2,000 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,511 | $29.8 萬 | 0.1% | −25−1.6% | 減碼 | – |
| BACBank of America Corp | Stock | 7,111 | $30.2 萬 | 0.1% | +7,111 | 新進 | 歷史 |
| WDFCWD 40 Co | COM | 1,316 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,021 | $31.1 萬 | 0.1% | −300−9.0% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,994 | $31.2 萬 | 0.1% | −20−1.0% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 4,752 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 6,000 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TUTelus Corp | COM | 14,520 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,770 | $32.6 萬 | 0.1% | −159−5.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 832 | $32.8 萬 | 0.1% | −21−2.5% | 減碼 | – |
| NBONeuberger Berman New York Municipal Fund Inc. | COM | 25,240 | $33.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 3,878 | $33.3 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,308 | $33.3 萬 | 0.1% | +750+11.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,445 | $33.5 萬 | 0.1% | +3,445 | 新進 | 歷史 |
| TRSTTrustco Bank Corp N Y | COM NEW | 10,592 | $33.9 萬 | 0.1% | −316−2.9% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,288 | $34.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,584 | $34.8 萬 | 0.1% | +50+3.3% | 加碼 | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 14,237 | $34.9 萬 | 0.1% | −70−0.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,568 | $35.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,718 | $36.3 萬 | 0.1% | −105−2.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,196 | $36.6 萬 | 0.1% | +123+3.0% | 加碼 | 歷史 |
| AQNAlgonquin Power & Utilities Corp. | COM | 25,000 | $36.7 萬 | 0.1% | −1,200−4.6% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,475 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EHCEncompass Health Corp | COM | 5,000 | $37.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AROWArrow Financial Corp | COM | 10,928 | $37.5 萬 | 0.1% | +314+3.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,443 | $38.1 萬 | 0.1% | −196−3.0% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 5,000 | $38.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 1,000 | $38.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 22,000 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDSGDS Holdings Ltd | SPONSORED ADS | 6,900 | $39.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSTRStrategy Inc | Stock | 707 | $40.9 萬 | 0.1% | +332+88.5% | 加碼 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $41.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 6,000 | $42.7 萬 | 0.1% | −2,000−25.0% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 31,066 | $44.0 萬 | 0.1% | +400+1.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,200 | $45.4 萬 | 0.1% | +600+100.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,390 | $47.1 萬 | 0.1% | +421+14.2% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,103 | $49.0 萬 | 0.1% | +2,001+64.5% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $49.5 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 8,509 | $50.0 萬 | 0.1% | +2,302+37.1% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,500 | $50.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 602 | $50.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,000 | $51.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,856 | $52.1 萬 | 0.1% | +3+0.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,855 | $53.8 萬 | 0.1% | −50−2.6% | 減碼 | – |
| WMWaste Management Inc | Stock | 3,658 | $54.6 萬 | 0.1% | −39−1.1% | 減碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 5,000 | $54.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,334 | $55.1 萬 | 0.1% | +30.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,056 | $55.3 萬 | 0.1% | +5,056 | 新進 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,872 | $55.9 萬 | 0.1% | +280+7.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,343 | $57.6 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,181 | $57.9 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 |
| AWRAmerican States Water Co | COM | 7,000 | $59.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,050 | $60.5 萬 | 0.1% | −5−0.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,249 | $62.4 萬 | 0.1% | +42+1.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,892 | $64.1 萬 | 0.1% | +204+1.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 838 | $65.0 萬 | 0.1% | +132+18.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,653 | $70.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,328 | $70.6 萬 | 0.1% | +125+3.9% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,552 | $70.9 萬 | 0.1% | −15−0.3% | 減碼 | – |
| DRIDarden Restaurants Inc | COM | 4,846 | $73.4 萬 | 0.2% | +4,846 | 新進 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 16,897 | $73.8 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 |
| GISGeneral Mills Inc | Stock | 12,534 | $75.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZGZillow Group, Inc. | CL A | 9,080 | $80.4 萬 | 0.2% | +3,020+49.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,548 | $80.6 萬 | 0.2% | −99−1.8% | 減碼 | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 27,000 | $83.0 萬 | 0.2% | +17,000+170.0% | 加碼 | 歷史 |
| CICigna Group | Stock | 4,165 | $83.4 萬 | 0.2% | +2,401+136.1% | 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 | $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 |