King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 141
- 較 2022 年第 3 季 −11
- 總值
- $4.18 億
- 較 2022 年第 3 季 +$2,467 萬 (+6.3%)
| 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 | 134,018 | $5,149 萬 | 12.3% | +3,824+2.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 117,860 | $3,138 萬 | 7.5% | −2,195−1.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 52,712 | $2,016 萬 | 4.8% | +2,935+5.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 81,553 | $1,956 萬 | 4.7% | −2,149−2.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 66,372 | $1,606 萬 | 3.8% | −11,949−15.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 119,908 | $1,558 萬 | 3.7% | −367−0.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 157,044 | $1,486 萬 | 3.6% | +265+0.2% | 加碼 | – |
| VVisa Inc. | Stock | 69,992 | $1,454 萬 | 3.5% | +123+0.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 27,358 | $1,451 萬 | 3.5% | −28−0.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 46,575 | $1,227 萬 | 2.9% | +28+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 74,361 | $997.2 萬 | 2.4% | −3,621−4.6% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 75,095 | $985.9 萬 | 2.4% | −330.0% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 51,840 | $915.8 萬 | 2.2% | −150.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 17,979 | $874.7 萬 | 2.1% | +130+0.7% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 95,836 | $812.7 萬 | 1.9% | −157−0.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 18,517 | $677.4 萬 | 1.6% | +189+1.0% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 71,413 | $674.9 萬 | 1.6% | −29,900−29.5% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 107,524 | $662.8 萬 | 1.6% | −11,381−9.6% | 減碼 | – |
| MAMastercard Inc | Stock | 18,292 | $636.1 萬 | 1.5% | +38+0.2% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 18,295 | $606.2 萬 | 1.4% | +348+1.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 29,928 | $540.7 萬 | 1.3% | +482+1.6% | 加碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 43,807 | $527.0 萬 | 1.3% | −1,120−2.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 36,754 | $521.1 萬 | 1.2% | −97−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 38,006 | $514.0 萬 | 1.2% | +38,006 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 11,048 | $504.3 萬 | 1.2% | +100+0.9% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 57,494 | $502.9 萬 | 1.2% | +1,676+3.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 14,173 | $447.7 萬 | 1.1% | +82+0.6% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 42,946 | $432.9 萬 | 1.0% | −1,822−4.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 90,206 | $421.3 萬 | 1.0% | +514+0.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 47,687 | $420.7 萬 | 1.0% | −15,832−24.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 24,920 | $377.7 萬 | 0.9% | −190−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,892 | $364.7 萬 | 0.9% | +17,892 | 新進 | – |
| NVDANVIDIA Corp | Stock | 23,793 | $347.7 萬 | 0.8% | −215−0.9% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 33,962 | $275.7 萬 | 0.7% | −37−0.1% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 25,661 | $270.5 萬 | 0.6% | −349−1.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 28,495 | $239.4 萬 | 0.6% | −3,308−10.4% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,601 | $233.0 萬 | 0.6% | +14,930+893.5% | 加碼 | – |
| DGDollar General Corp | COM | 7,711 | $189.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,834 | $182.7 萬 | 0.4% | −107−0.6% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 36,528 | $164.4 萬 | 0.4% | −1,024−2.7% | 減碼 | – |
| BXBlackstone Inc. | COM | 21,600 | $160.3 萬 | 0.4% | +2,804+14.9% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 16,958 | $154.8 萬 | 0.4% | −423−2.4% | 減碼 | – |
| UTHRUnited Therapeutics Corp | COM | 5,000 | $139.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,629 | $137.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 5,037 | $132.3 萬 | 0.3% | −1,960−28.0% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 13,789 | $132.1 萬 | 0.3% | −226−1.6% | 減碼 | – |
| ACREAres Commercial Real Estate Corp | COM | 125,958 | $129.6 萬 | 0.3% | −35,000−21.7% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 42,364 | $129.3 萬 | 0.3% | +469+1.1% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 32,470 | $127.9 萬 | 0.3% | −277−0.8% | 減碼 | 歷史 |
| CICigna Group | Stock | 3,516 | $116.5 萬 | 0.3% | −3,500−49.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,425 | $114.5 萬 | 0.3% | +313+3.1% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 13,634 | $114.3 萬 | 0.3% | +1,100+8.8% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 8,157 | $110.4 萬 | 0.3% | −2,920−26.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,503 | $106.5 萬 | 0.3% | −300−16.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,400 | $103.2 萬 | 0.2% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 1,943 | $99.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 43,111 | $96.5 萬 | 0.2% | −3,416−7.3% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 9,175 | $90.5 萬 | 0.2% | −616−6.3% | 減碼 | – |
| ORCLOracle Corp | Stock | 10,840 | $88.6 萬 | 0.2% | −6,070−35.9% | 減碼 | 歷史 |
| NVRONevro Corp | COM | 22,000 | $87.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,427 | $82.4 萬 | 0.2% | −77−1.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,833 | $81.1 萬 | 0.2% | +13+0.1% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,195 | $80.4 萬 | 0.2% | −629−5.3% | 減碼 | – |
| CATCaterpillar Inc | Stock | 3,214 | $77.0 萬 | 0.2% | −89−2.7% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 15,680 | $75.9 萬 | 0.2% | −23,320−59.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,208 | $68.5 萬 | 0.2% | +228+3.8% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 25,000 | $68.0 萬 | 0.2% | +25,000 | 新進 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 3,000 | $66.0 萬 | 0.2% | +3,000 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,693 | $64.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $64.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,423 | $64.2 萬 | 0.2% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 32,645 | $60.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 6,870 | $59.7 萬 | 0.1% | −1,347−16.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,254 | $58.9 萬 | 0.1% | −850−8.4% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,710 | $58.6 萬 | 0.1% | −999−21.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,588 | $56.3 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,969 | $52.9 萬 | 0.1% | −189−3.7% | 減碼 | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 18,441 | $52.2 萬 | 0.1% | −3,225−14.9% | 減碼 | – |
| CVXChevron Corp | Stock | 2,853 | $51.2 萬 | 0.1% | +246+9.4% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 1,000 | $51.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,860 | $49.7 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,526 | $47.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,512 | $46.6 萬 | 0.1% | −2,550−42.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,879 | $46.5 萬 | 0.1% | +184+6.8% | 加碼 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $45.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,277 | $45.2 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| AROWArrow Financial Corp | COM | 12,880 | $43.7 萬 | 0.1% | −329−2.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,078 | $43.4 萬 | 0.1% | −2,013−39.5% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,086 | $41.0 萬 | 0.1% | +209+7.3% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 4,541 | $40.9 萬 | 0.1% | −140−3.0% | 減碼 | – |
| RTXRTX Corp | Stock | 3,975 | $40.1 萬 | 0.1% | −7−0.2% | 減碼 | 歷史 |
| TRSTTrustco Bank Corp N Y | COM NEW | 10,570 | $39.7 萬 | 0.1% | +50.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,227 | $39.2 萬 | 0.1% | +24+0.7% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,779 | $38.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,910 | $38.9 萬 | 0.1% | +28+0.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $38.7 萬 | 0.1% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 4,527 | $38.5 萬 | 0.1% | +236+5.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,568 | $38.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,100 | $37.8 萬 | 0.1% | −100−8.3% | 減碼 | 歷史 |
| WENWendy's Co | Stock | 16,568 | $37.5 萬 | 0.1% | −601−3.5% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（18 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 2,303 | $102.3 萬 | 0.3% | 歷史 |
| LRCXLam Research Corp | COM | 1,500 | $54.9 萬 | 0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 2,199 | $47.5 萬 | 0.1% | 歷史 |
| KLACKLA Corp | COM NEW | 1,500 | $45.4 萬 | 0.1% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,000 | $40.9 萬 | 0.1% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,400 | $40.6 萬 | 0.1% | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 8,000 | $34.1 萬 | 0.1% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 24,140 | $31.8 萬 | 0.1% | 歷史 |
| EHCEncompass Health Corp | COM | 7,000 | $31.7 萬 | 0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 3,398 | $27.8 萬 | 0.1% | 歷史 |
| GMEDGlobus Medical Inc | Stock | 4,000 | $23.8 萬 | 0.1% | 歷史 |
| WDFCWD 40 Co | COM | 1,317 | $23.1 萬 | 0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 1,085 | $22.5 萬 | 0.1% | 歷史 |
| TOLToll Brothers, Inc. | COM | 5,000 | $21.0 萬 | 0.1% | 歷史 |
| MSTRStrategy Inc | Stock | 974 | $20.7 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 2,463 | $20.5 萬 | 0.1% | 歷史 |
| ARCCAres Capital Corp | CEF | 10,584 | $17.9 萬 | <0.1% | 歷史 |
| CFMSConformis Inc | COM | 25,000 | $5,000 | <0.1% | 歷史 |