King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/10 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 152
- 較 2022 年第 2 季 −9
- 總值
- $3.94 億
- 較 2022 年第 2 季 −$2,420 萬 (−5.8%)
| 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 | 130,194 | $4,669 萬 | 11.9% | +3,557+2.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,055 | $3,209 萬 | 8.2% | −668−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 83,702 | $1,949 萬 | 5.0% | +206+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,777 | $1,778 萬 | 4.5% | +105+0.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 78,321 | $1,717 萬 | 4.4% | +1,371+1.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 120,275 | $1,662 萬 | 4.2% | −420.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 27,386 | $1,383 萬 | 3.5% | +43+0.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 156,779 | $1,367 萬 | 3.5% | +1,754+1.1% | 加碼 | – |
| VVisa Inc. | Stock | 69,869 | $1,241 萬 | 3.2% | +498+0.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 46,547 | $1,074 萬 | 2.7% | +199+0.4% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 101,313 | $921.2 萬 | 2.3% | −2,339−2.3% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 75,128 | $878.7 萬 | 2.2% | −539−0.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 51,855 | $847.1 萬 | 2.2% | +215+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 77,982 | $814.9 萬 | 2.1% | +560+0.7% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 95,993 | $763.5 萬 | 1.9% | +717+0.8% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 17,849 | $689.5 萬 | 1.8% | +363+2.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 118,905 | $626.3 萬 | 1.6% | −1,424−1.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 63,519 | $607.6 萬 | 1.5% | +6,359+11.1% | 加碼依 20 比 1 拆股換算 | 歷史 |
| LLYEli Lilly & Co | Stock | 18,328 | $592.6 萬 | 1.5% | +2,650+16.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 18,254 | $519.0 萬 | 1.3% | +379+2.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,948 | $517.0 萬 | 1.3% | +344+3.2% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 17,947 | $515.6 萬 | 1.3% | +28+0.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 29,446 | $480.7 萬 | 1.2% | +1,346+4.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 36,851 | $478.0 萬 | 1.2% | −894−2.4% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 44,927 | $470.1 萬 | 1.2% | −2,530−5.3% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 44,768 | $402.9 萬 | 1.0% | +1,943+4.5% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 55,818 | $402.0 萬 | 1.0% | +2,216+4.1% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 14,091 | $388.8 萬 | 1.0% | +226+1.6% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 89,692 | $385.5 萬 | 1.0% | +447+0.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 31,803 | $359.4 萬 | 0.9% | +103+0.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 25,110 | $317.0 萬 | 0.8% | −100.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,008 | $291.4 萬 | 0.7% | −29,201−54.9% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 33,999 | $276.1 萬 | 0.7% | −852−2.4% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 26,010 | $266.5 萬 | 0.7% | −517−1.9% | 減碼 | – |
| CICigna Group | Stock | 7,016 | $194.7 萬 | 0.5% | −139−1.9% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 7,711 | $185.0 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,941 | $182.5 萬 | 0.5% | −765−3.9% | 減碼 | – |
| ACREAres Commercial Real Estate Corp | COM | 160,958 | $168.2 萬 | 0.4% | +5,000+3.2% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 37,552 | $166.8 萬 | 0.4% | −901−2.3% | 減碼 | – |
| AMGNAmgen Inc | Stock | 6,997 | $157.7 萬 | 0.4% | +187+2.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,796 | $157.3 萬 | 0.4% | +50.0% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 39,000 | $148.3 萬 | 0.4% | +39,000 | 新進 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 17,381 | $143.3 萬 | 0.4% | +681+4.1% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 14,015 | $134.5 萬 | 0.3% | +66+0.5% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 41,895 | $132.7 萬 | 0.3% | −379−0.9% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,629 | $129.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 32,747 | $124.3 萬 | 0.3% | −325−1.0% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 11,077 | $110.4 萬 | 0.3% | +3,030+37.7% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 5,000 | $104.7 萬 | 0.3% | −1,000−16.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,910 | $103.3 萬 | 0.3% | +3,204+23.4% | 加碼 | 歷史 |
| NVRONevro Corp | COM | 22,000 | $102.5 萬 | 0.3% | −5,000−18.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,303 | $102.3 萬 | 0.3% | +20+0.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 46,527 | $101.9 萬 | 0.3% | −500−1.1% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 1,803 | $99.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,112 | $97.8 萬 | 0.2% | +202+2.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,400 | $96.9 萬 | 0.2% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 9,791 | $96.8 萬 | 0.2% | −74−0.8% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 12,534 | $96.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,943 | $88.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,062 | $87.2 萬 | 0.2% | −388−6.0% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,824 | $84.3 萬 | 0.2% | −263−2.2% | 減碼 | – |
| DISWalt Disney Co | Stock | 8,217 | $77.5 萬 | 0.2% | −674−7.6% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,709 | $69.5 萬 | 0.2% | +2,001+73.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,820 | $69.2 萬 | 0.2% | +104+0.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,504 | $64.6 萬 | 0.2% | +203+2.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,415 | $64.1 萬 | 0.2% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,091 | $60.5 萬 | 0.2% | +2,279+81.0% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,693 | $59.3 萬 | 0.2% | −20−0.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,587 | $57.5 萬 | 0.1% | −43−1.2% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,423 | $56.8 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 10,104 | $56.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 21,666 | $56.0 萬 | 0.1% | −1,720−7.4% | 減碼 | – |
| LRCXLam Research Corp | COM | 1,500 | $54.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $54.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 3,303 | $54.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,158 | $54.1 萬 | 0.1% | −112−2.1% | 減碼 | – |
| HONHoneywell International Inc | COM | 3,203 | $53.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,980 | $52.2 萬 | 0.1% | −3,350−35.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 32,645 | $50.1 萬 | 0.1% | −544−1.6% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 1,000 | $48.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 2,199 | $47.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 15,466 | $46.7 萬 | 0.1% | −1,500−8.8% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,526 | $46.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,859 | $46.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 1,500 | $45.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,275 | $44.6 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,515 | $44.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 4,681 | $41.1 萬 | 0.1% | −12−0.3% | 減碼 | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,000 | $40.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,400 | $40.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,882 | $39.8 萬 | 0.1% | +76+2.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,795 | $38.5 萬 | 0.1% | −5−0.3% | 減碼 | – |
| AROWArrow Financial Corp | COM | 13,209 | $38.1 萬 | 0.1% | +381+3.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $38.0 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,607 | $37.5 萬 | 0.1% | +160+6.5% | 加碼 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $37.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,877 | $36.6 萬 | 0.1% | +7+0.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,695 | $36.2 萬 | 0.1% | +225+9.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,568 | $35.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,200 | $35.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（15 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TEAMAtlassian Corp | CL A | 4,365 | $81.8 萬 | 0.2% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,703 | $59.7 萬 | 0.1% | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 16,897 | $54.9 萬 | 0.1% | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 10,247 | $41.3 萬 | 0.1% | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 45,000 | $40.8 萬 | 0.1% | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 7,000 | $38.1 萬 | 0.1% | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 10,799 | $30.4 萬 | 0.1% | 歷史 |
| UTLUnitil Corp | COM | 4,196 | $24.6 萬 | 0.1% | 歷史 |
| NUVANuvasive Inc | COM | 5,000 | $24.6 萬 | 0.1% | 歷史 |
| LLoews Corp | COM | 3,869 | $22.9 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,976 | $22.8 萬 | 0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 1,800 | $21.4 萬 | 0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,263 | $21.3 萬 | 0.1% | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 10,000 | $11.7 萬 | <0.1% | 歷史 |
| CHRSCoherus Oncology, Inc. | COM | 10,100 | $7.30 萬 | <0.1% | 歷史 |