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 |
|---|---|---|---|---|---|---|---|
| CFMSConformis Inc | COM | 25,000 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PAVMPAVmed Inc. | COM | 18,000 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZYNEZynerba Pharmaceuticals, Inc. | COM | 16,000 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DCDakota Gold Corp. | COM | 13,000 | $4.40 萬 | <0.1% | +13,000 | 新進 | 歷史 |
| Osisko Development Corp68828E809 | COM NEW | 12,999 | $6.20 萬 | <0.1% | +12,999 | 新進 | – |
| CHRSCoherus Oncology, Inc. | COM | 10,100 | $7.30 萬 | <0.1% | +10,100 | 新進 | 歷史 |
| AGIAlamos Gold Inc | Stock | 11,000 | $7.70 萬 | <0.1% | +11,000 | 新進 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 10,000 | $11.7 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 28,800 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 11,406 | $12.7 萬 | <0.1% | −9,594−45.7% | 減碼 | 歷史 |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 10,000 | $17.0 萬 | <0.1% | 00.0% | 不變 | – |
| PTGXProtagonist Therapeutics, Inc | COM | 22,000 | $17.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 11,893 | $20.5 萬 | <0.1% | +284+2.4% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,254 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,263 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 1,800 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,671 | $22.0 萬 | 0.1% | −40−2.3% | 減碼 | – |
| TOLToll Brothers, Inc. | COM | 5,000 | $22.3 萬 | 0.1% | +5,000 | 新進 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 4,000 | $22.5 萬 | 0.1% | +4,000 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 890 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,976 | $22.8 萬 | 0.1% | −154−4.9% | 減碼 | 歷史 |
| LLoews Corp | COM | 3,869 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 16,139 | $24.3 萬 | 0.1% | +21+0.1% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 4,730 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NBONeuberger Berman New York Municipal Fund Inc. | COM | 24,790 | $24.5 萬 | 0.1% | −450−1.8% | 減碼 | 歷史 |
| UTLUnitil Corp | COM | 4,196 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUVANuvasive Inc | COM | 5,000 | $24.6 萬 | 0.1% | −30,000−85.7% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,055 | $25.0 萬 | 0.1% | +1,055 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 1,789 | $25.3 萬 | 0.1% | −5,421−75.2% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,484 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 4,616 | $25.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,064 | $25.9 萬 | 0.1% | +1,052+21.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,899 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 2,562 | $26.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| WDFCWD 40 Co | COM | 1,317 | $26.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,403 | $26.7 萬 | 0.1% | −750−10.5% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 2,542 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 15,576 | $27.7 萬 | 0.1% | +55+0.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,288 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,994 | $28.9 萬 | 0.1% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 29,536 | $29.5 萬 | 0.1% | +29,536 | 新進 | 歷史 |
| SOSouthern Co | Stock | 4,209 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,297 | $30.0 萬 | 0.1% | +30+0.9% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 10,799 | $30.4 萬 | 0.1% | +10,799 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 4,049 | $30.8 萬 | 0.1% | +104+2.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,645 | $31.4 萬 | 0.1% | −75−2.8% | 減碼 | – |
| LYFTLyft, Inc. | CL A COM | 24,140 | $32.1 萬 | 0.1% | +3,000+14.2% | 加碼 | 歷史 |
| WENWendy's Co | Stock | 17,169 | $32.4 萬 | 0.1% | −25,937−60.2% | 減碼 | 歷史 |
| TUTelus Corp | COM | 14,520 | $32.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRSTTrustco Bank Corp N Y | COM NEW | 10,561 | $32.6 萬 | 0.1% | +10,561 | 新進 | 歷史 |
| AQNAlgonquin Power & Utilities Corp. | COM | 25,000 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OFIXOrthofix Medical Inc. | COM | 15,000 | $35.3 萬 | 0.1% | +15,000 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 4,568 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,447 | $35.4 萬 | 0.1% | +400+19.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,200 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,870 | $37.6 萬 | 0.1% | +4+0.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,470 | $37.8 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 7,000 | $38.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 3,980 | $38.2 萬 | 0.1% | +206+5.5% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,000 | $38.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EHCEncompass Health Corp | COM | 7,000 | $39.2 萬 | 0.1% | +2,000+40.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $39.5 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,812 | $39.7 萬 | 0.1% | −318−10.2% | 減碼 | 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 |
| DUKDuke Energy CORP | Stock | 3,777 | $40.5 萬 | 0.1% | +57+1.5% | 加碼 | 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 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 10,247 | $41.3 萬 | 0.1% | +10,247 | 新進 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 4,693 | $42.6 萬 | 0.1% | −1,367−22.6% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,806 | $43.7 萬 | 0.1% | −109−2.8% | 減碼 | – |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 8,000 | $44.6 萬 | 0.1% | +2,000+33.3% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 1,000 | $46.8 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 |
| KLACKLA Corp | COM NEW | 1,500 | $47.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,273 | $48.3 萬 | 0.1% | −88−1.4% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,400 | $48.9 萬 | 0.1% | −4,000−35.1% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,859 | $52.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 16,966 | $52.8 萬 | 0.1% | +9,085+115.3% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,713 | $53.3 萬 | 0.1% | +25+0.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 805 | $54.2 萬 | 0.1% | −5−0.6% | 減碼 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 16,897 | $54.9 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 |
| HONHoneywell International Inc | COM | 3,203 | $55.7 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 |
| AWRAmerican States Water Co | COM | 7,000 | $57.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 3,301 | $59.0 萬 | 0.1% | +29+0.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,703 | $59.7 萬 | 0.1% | −8,000−68.4% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,270 | $60.0 萬 | 0.1% | −874−14.2% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 4,423 | $60.8 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 10,104 | $63.6 萬 | 0.2% | −927−8.4% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,500 | $63.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,301 | $66.6 萬 | 0.2% | −47−0.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 33,189 | $69.6 萬 | 0.2% | −250−0.7% | 減碼 | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 23,386 | $79.3 萬 | 0.2% | −5,685−19.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,330 | $79.9 萬 | 0.2% | −2,252−19.4% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 4,365 | $81.8 萬 | 0.2% | −942−17.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,716 | $82.4 萬 | 0.2% | −14−0.1% | 減碼 | 歷史 |
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% | – |