King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/11 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 161
- 較 2022 年第 1 季 −10
- 總值
- $4.18 億
- 較 2022 年第 1 季 −$9,158 萬 (−18.0%)
| 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 | 126,637 | $4,802 萬 | 11.5% | +9,917+8.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,723 | $3,384 萬 | 8.1% | −19,805−14.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 83,496 | $2,144 萬 | 5.1% | −1,238−1.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,672 | $1,874 萬 | 4.5% | −1,915−3.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 76,950 | $1,741 萬 | 4.2% | −1,479−1.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 120,317 | $1,645 萬 | 3.9% | −3,415−2.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 155,025 | $1,433 萬 | 3.4% | −2,821−1.8% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 27,343 | $1,404 萬 | 3.4% | −794−2.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 69,371 | $1,366 萬 | 3.3% | −1,631−2.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 46,348 | $1,144 萬 | 2.7% | −895−1.9% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 103,652 | $1,000 萬 | 2.4% | −14,736−12.4% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 51,640 | $916.7 萬 | 2.2% | −3,181−5.8% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 75,667 | $890.0 萬 | 2.1% | −2,146−2.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 77,422 | $871.8 萬 | 2.1% | +2,203+2.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 53,209 | $806.6 萬 | 1.9% | −12,336−18.8% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 95,276 | $798.2 萬 | 1.9% | −1,408−1.5% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 17,486 | $751.8 萬 | 1.8% | −374−2.1% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 120,329 | $708.1 萬 | 1.7% | −2,611−2.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,858 | $622.8 萬 | 1.5% | +290+11.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,875 | $563.9 萬 | 1.3% | −163−0.9% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 17,919 | $551.6 萬 | 1.3% | −424−2.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 15,678 | $508.3 萬 | 1.2% | +8,538+119.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,604 | $508.2 萬 | 1.2% | −203−1.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 28,100 | $468.3 萬 | 1.1% | +8,002+39.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 37,745 | $458.9 萬 | 1.1% | −1,143−2.9% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 89,245 | $437.8 萬 | 1.0% | −1,788−2.0% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 42,825 | $404.3 萬 | 1.0% | +1,114+2.7% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 53,602 | $383.3 萬 | 0.9% | +53,602 | 新進 | – |
| HDHome Depot, Inc. | Stock | 13,865 | $380.3 萬 | 0.9% | −553−3.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 25,120 | $361.2 萬 | 0.9% | −484−1.9% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 47,457 | $357.7 萬 | 0.9% | −8,156−14.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 31,700 | $336.7 萬 | 0.8% | −6,400−16.8% | 減碼依 20 比 1 拆股換算 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 26,527 | $291.9 萬 | 0.7% | −523−1.9% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 34,851 | $288.5 萬 | 0.7% | −379−1.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,706 | $200.4 萬 | 0.5% | −83−0.4% | 減碼 | – |
| ACREAres Commercial Real Estate Corp | COM | 155,958 | $190.7 萬 | 0.5% | +10,000+6.9% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 7,710 | $189.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 7,155 | $188.5 萬 | 0.5% | +2,000+38.8% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 38,453 | $178.9 萬 | 0.4% | −591−1.5% | 減碼 | – |
| BXBlackstone Inc. | COM | 18,791 | $171.4 萬 | 0.4% | +50.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 33,072 | $167.8 萬 | 0.4% | −1,069−3.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,810 | $165.7 萬 | 0.4% | −244−3.5% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 16,700 | $148.7 萬 | 0.4% | +116+0.7% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 13,949 | $142.7 萬 | 0.3% | +98+0.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 6,629 | $141.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 6,000 | $141.4 萬 | 0.3% | −3,500−36.8% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 42,274 | $139.0 萬 | 0.3% | −575−1.3% | 減碼 | – |
| NVRONevro Corp | COM | 27,000 | $118.3 萬 | 0.3% | +6,000+28.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,283 | $110.9 萬 | 0.3% | −195−7.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,803 | $109.8 萬 | 0.3% | +650+56.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,910 | $107.7 萬 | 0.3% | +21+0.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,450 | $106.5 萬 | 0.3% | −10,434−61.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 47,027 | $104.4 萬 | 0.2% | −2,577−5.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,400 | $101.9 萬 | 0.2% | −160−2.9% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 9,865 | $97.8 萬 | 0.2% | −120−1.2% | 減碼 | – |
| ORCLOracle Corp | Stock | 13,706 | $95.8 萬 | 0.2% | +9,384+217.1% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,534 | $94.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,943 | $93.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,087 | $91.0 萬 | 0.2% | −286−2.3% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 8,047 | $89.7 萬 | 0.2% | +5,000+164.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,891 | $83.9 萬 | 0.2% | −470−5.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,716 | $82.4 萬 | 0.2% | −14−0.1% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 4,365 | $81.8 萬 | 0.2% | −942−17.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,330 | $79.9 萬 | 0.2% | −2,252−19.4% | 減碼 | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 23,386 | $79.3 萬 | 0.2% | −5,685−19.6% | 減碼 | – |
| TAT&T Inc. | Stock | 33,189 | $69.6 萬 | 0.2% | −250−0.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,301 | $66.6 萬 | 0.2% | −47−0.6% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,500 | $63.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 10,104 | $63.6 萬 | 0.2% | −927−8.4% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,423 | $60.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 5,270 | $60.0 萬 | 0.1% | −874−14.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,703 | $59.7 萬 | 0.1% | −8,000−68.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,301 | $59.0 萬 | 0.1% | +29+0.9% | 加碼 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $57.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 2,199 | $56.0 萬 | 0.1% | +2,199 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 3,203 | $55.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 3,630 | $55.5 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 16,897 | $54.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 805 | $54.2 萬 | 0.1% | −5−0.6% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,713 | $53.3 萬 | 0.1% | +25+0.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 16,966 | $52.8 萬 | 0.1% | +9,085+115.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,859 | $52.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,400 | $48.9 萬 | 0.1% | −4,000−35.1% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,273 | $48.3 萬 | 0.1% | −88−1.4% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,500 | $47.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,526 | $47.6 萬 | 0.1% | +19,526 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 1,000 | $46.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 8,000 | $44.6 萬 | 0.1% | +2,000+33.3% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,806 | $43.7 萬 | 0.1% | −109−2.8% | 減碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 4,693 | $42.6 萬 | 0.1% | −1,367−22.6% | 減碼 | – |
| GFSGLOBALFOUNDRIES Inc. | Stock | 10,247 | $41.3 萬 | 0.1% | +10,247 | 新進 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $40.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AROWArrow Financial Corp | COM | 12,828 | $40.8 萬 | 0.1% | +1,000+8.5% | 加碼 | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 45,000 | $40.8 萬 | 0.1% | −77,000−63.1% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,777 | $40.5 萬 | 0.1% | +57+1.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,800 | $40.1 萬 | 0.1% | −24−1.3% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 2,708 | $40.1 萬 | 0.1% | −1,999−42.5% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,515 | $40.1 萬 | 0.1% | +94+3.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,812 | $39.7 萬 | 0.1% | −318−10.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $39.5 萬 | 0.1% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（26 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 1,045 | $47.6 萬 | 0.1% | 歷史 |
| MSTRStrategy Inc | Stock | 957 | $46.5 萬 | 0.1% | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 12,000 | $43.6 萬 | 0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 3,000 | $43.5 萬 | 0.1% | 歷史 |
| QRVOQorvo, Inc. | Stock | 3,500 | $43.4 萬 | 0.1% | 歷史 |
| FHNFirst Horizon Corp | COM | 15,000 | $35.2 萬 | 0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 832 | $34.5 萬 | 0.1% | – |
| TRSTTrustco Bank Corp N Y | COM | 10,556 | $33.7 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,785 | $32.2 萬 | 0.1% | 歷史 |
| ZGZillow Group, Inc. | CL A | 6,100 | $29.4 萬 | 0.1% | 歷史 |
| GOOGAlphabet Inc. | Stock | 104 | $29.0 萬 | 0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,528 | $27.3 萬 | 0.1% | – |
| SNYSanofi | SPONSORED ADR | 5,000 | $25.7 萬 | 0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 2,728 | $25.0 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 1,717 | $23.4 萬 | <0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 915 | $22.9 萬 | <0.1% | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 4,160 | $22.9 萬 | <0.1% | – |
| INTCIntel Corp | Stock | 4,590 | $22.8 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,885 | $22.5 萬 | <0.1% | – |
| PRTAProthena Corp Public Ltd Co | SHS | 6,000 | $21.9 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,069 | $21.7 萬 | <0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,757 | $20.8 萬 | <0.1% | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,050 | $20.8 萬 | <0.1% | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 2,266 | $20.5 萬 | <0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 5,393 | $20.4 萬 | <0.1% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,278 | $20.3 萬 | <0.1% | – |