King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/12 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 171
- 較 2021 年第 4 季 −2
- 總值
- $5.09 億
- 較 2021 年第 4 季 −$2,954 萬 (−5.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 116,720 | $5,296 萬 | 10.4% | +8,101+7.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 140,528 | $5,095 萬 | 10.0% | −2,486−1.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 84,734 | $2,612 萬 | 5.1% | +1,531+1.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 51,587 | $2,330 萬 | 4.6% | −102−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 123,732 | $2,161 萬 | 4.2% | +1,013+0.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 78,429 | $2,105 萬 | 4.1% | +1,917+2.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 65,545 | $1,789 萬 | 3.5% | +1,181+1.8% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 157,846 | $1,703 萬 | 3.3% | +12,161+8.3% | 加碼 | – |
| VVisa Inc. | Stock | 71,002 | $1,575 萬 | 3.1% | +187+0.3% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 118,388 | $1,457 萬 | 2.9% | −13,255−10.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 28,137 | $1,435 萬 | 2.8% | +381+1.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 47,243 | $1,168 萬 | 2.3% | +76+0.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 75,219 | $1,025 萬 | 2.0% | +1,406+1.9% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 77,813 | $1,014 萬 | 2.0% | +1,438+1.9% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 96,684 | $975.9 萬 | 1.9% | +2,443+2.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 54,821 | $971.6 萬 | 1.9% | −1,326−2.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 122,940 | $854.6 萬 | 1.7% | +69,993+132.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 17,860 | $788.3 萬 | 1.5% | +644+3.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,568 | $714.3 萬 | 1.4% | +1,513+143.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 18,038 | $644.7 萬 | 1.3% | +161+0.9% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 18,343 | $636.2 萬 | 1.2% | +281+1.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,807 | $622.3 萬 | 1.2% | +392+3.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,905 | $621.2 萬 | 1.2% | −3,405−64.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 38,888 | $579.1 萬 | 1.1% | +185+0.5% | 加碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 55,613 | $556.2 萬 | 1.1% | +3,370+6.5% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 91,033 | $505.7 萬 | 1.0% | +1,863+2.1% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 41,711 | $457.3 萬 | 0.9% | +2,197+5.6% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 14,418 | $431.6 萬 | 0.8% | +916+6.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 25,604 | $391.2 萬 | 0.8% | +1,338+5.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 16,884 | $358.5 萬 | 0.7% | −1,596−8.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 20,098 | $336.4 萬 | 0.7% | −39−0.2% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 27,050 | $327.1 萬 | 0.6% | +30.0% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 35,230 | $293.6 萬 | 0.6% | −362−1.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 11,703 | $260.2 萬 | 0.5% | +3,000+34.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,786 | $238.5 萬 | 0.5% | −66−0.4% | 減碼 | 歷史 |
| ACREAres Commercial Real Estate Corp | COM | 145,958 | $226.5 萬 | 0.4% | +35,000+31.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,789 | $211.9 萬 | 0.4% | +487+2.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 7,140 | $204.5 萬 | 0.4% | −5,060−41.5% | 減碼 | 歷史 |
| NUVANuvasive Inc | COM | 35,000 | $198.5 萬 | 0.4% | +9,000+34.6% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 39,044 | $194.3 萬 | 0.4% | +2,073+5.6% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 6,629 | $181.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 34,141 | $173.9 萬 | 0.3% | −133−0.4% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 7,710 | $171.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 7,054 | $170.6 萬 | 0.3% | +132+1.9% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 9,500 | $170.4 萬 | 0.3% | +2,000+26.7% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 16,584 | $169.8 萬 | 0.3% | +1,873+12.7% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 42,849 | $156.1 萬 | 0.3% | +6,143+16.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 2,478 | $156.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,307 | $155.9 萬 | 0.3% | −177−3.2% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 7,210 | $153.0 萬 | 0.3% | −8,499−54.1% | 減碼 | 歷史 |
| NVRONevro Corp | COM | 21,000 | $151.9 萬 | 0.3% | +21,000 | 新進 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 13,851 | $148.9 萬 | 0.3% | +472+3.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 9,361 | $128.4 萬 | 0.3% | −339−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,560 | $126.6 萬 | 0.2% | 00.0% | 不變 | – |
| CICigna Group | Stock | 5,155 | $123.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 49,604 | $121.2 萬 | 0.2% | +1,244+2.6% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 9,889 | $117.0 萬 | 0.2% | −248−2.4% | 減碼 | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 122,000 | $116.6 萬 | 0.2% | +109,000+838.5% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 9,985 | $100.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,373 | $98.4 萬 | 0.2% | −149−1.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 11,582 | $95.7 萬 | 0.2% | +257+2.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,943 | $95.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WENWendy's Co | Stock | 43,106 | $94.7 萬 | 0.2% | −100−0.2% | 減碼 | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 29,071 | $92.9 萬 | 0.2% | −1,526−5.0% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 1,153 | $88.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 810 | $87.3 萬 | 0.2% | −2−0.2% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,707 | $87.1 萬 | 0.2% | +1,000+27.0% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,534 | $84.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 15,730 | $81.4 萬 | 0.2% | +40.0% | 加碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 21,140 | $81.2 萬 | 0.2% | +11,000+108.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,500 | $80.6 萬 | 0.2% | −15−1.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 33,439 | $79.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 6,144 | $76.5 萬 | 0.2% | −50−0.8% | 減碼 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 11,400 | $75.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 3,272 | $72.9 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,423 | $68.9 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 11,031 | $68.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,688 | $62.3 萬 | 0.1% | −178−3.7% | 減碼 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $62.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,203 | $62.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 6,060 | $62.1 萬 | 0.1% | +103+1.7% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,858 | $61.3 萬 | 0.1% | −323−10.2% | 減碼 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 16,897 | $61.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,348 | $60.3 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,629 | $57.5 萬 | 0.1% | −16−0.4% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,500 | $54.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,824 | $52.5 萬 | 0.1% | −11−0.6% | 減碼 | – |
| PTGXProtagonist Therapeutics, Inc | COM | 22,000 | $52.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,915 | $51.7 萬 | 0.1% | −3−0.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $50.2 萬 | 0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 1,045 | $47.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,866 | $47.5 萬 | 0.1% | +2+0.1% | 加碼 | – |
| ESTAEstablishment Labs Holdings Inc. | COM | 7,000 | $47.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,361 | $46.5 萬 | 0.1% | −86−1.3% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 957 | $46.5 萬 | 0.1% | +250+35.4% | 加碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 12,000 | $43.6 萬 | 0.1% | +12,000 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 1,000 | $43.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 3,000 | $43.5 萬 | 0.1% | −2,000−40.0% | 減碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 3,500 | $43.4 萬 | 0.1% | −1,000−22.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,267 | $43.1 萬 | 0.1% | −4,970−60.3% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（15 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JDJD.com, Inc. | SPON ADS CL A | 12,398 | $86.9 萬 | 0.2% | 歷史 |
| BSXBoston Scientific Corp | Stock | 20,060 | $85.2 萬 | 0.2% | 歷史 |
| ARNAArena Pharmaceuticals Inc | COM NEW | 5,000 | $46.5 萬 | 0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 4,000 | $35.3 萬 | 0.1% | 歷史 |
| TRSTTrustco Bank Corp N Y | COM NEW | 10,552 | $35.1 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,653 | $31.2 萬 | 0.1% | 歷史 |
| VMWVmware LLC | CL A COM | 2,080 | $24.1 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,217 | $22.3 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 330 | $22.0 萬 | <0.1% | 歷史 |
| UHALU-Haul Holding Co | COM | 295 | $21.4 萬 | <0.1% | 歷史 |
| PPLPPL Corp | COM | 6,739 | $20.3 萬 | <0.1% | 歷史 |
| AMEAmetek Inc | COM | 1,365 | $20.1 萬 | <0.1% | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 5,000 | $20.1 萬 | <0.1% | 歷史 |
| CMECME Group Inc. | COM | 650 | $14.8 萬 | <0.1% | 歷史 |
| EQIXEquinix Inc | COM | 155 | $13.1 萬 | <0.1% | 歷史 |