King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/10 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 150
- 較 2023 年第 1 季 +1
- 總值
- $4.95 億
- 較 2023 年第 1 季 +$4,213 萬 (+9.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ZYNEZynerba Pharmaceuticals, Inc. | COM | 16,000 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PAVMPAVmed Inc. | COM | 22,000 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DCDakota Gold Corp. | COM | 13,000 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKESkeena Resources Ltd | Common Stock | 10,000 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Osisko Development Corp68828E809 | COM NEW | 16,667 | $7.70 萬 | <0.1% | 00.0% | 不變 | – |
| AGIAlamos Gold Inc | Stock | 10,000 | $11.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 10,459 | $15.8 萬 | <0.1% | −993−8.7% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 834 | $20.0 萬 | <0.1% | −67−7.4% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 1,825 | $20.4 萬 | <0.1% | +1,825 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 1,547 | $20.4 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,739 | $20.7 萬 | <0.1% | +1,739 | 新進 | 歷史 |
| AQNAlgonquin Power & Utilities Corp. | COM | 25,000 | $20.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 14,893 | $20.7 萬 | <0.1% | −477−3.1% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,885 | $21.1 萬 | <0.1% | 00.0% | 不變 | – |
| NBONeuberger Berman New York Municipal Fund Inc. | COM | 22,190 | $21.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WDFCWD 40 Co | COM | 1,143 | $21.6 萬 | <0.1% | −25−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,329 | $22.0 萬 | <0.1% | −56−4.0% | 減碼 | – |
| AMEAmetek Inc | COM | 1,365 | $22.1 萬 | <0.1% | +1,365 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 2,146 | $22.2 萬 | <0.1% | +2,146 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 915 | $22.3 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,344 | $23.4 萬 | <0.1% | +1,344 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 282 | $24.4 萬 | <0.1% | +282 | 新進 | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 15,349 | $25.0 萬 | 0.1% | +49+0.3% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 4,730 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,050 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,709 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,295 | $27.8 萬 | 0.1% | +2,295 | 新進 | 歷史 |
| AROWArrow Financial Corp | COM | 14,015 | $28.2 萬 | 0.1% | +635+4.7% | 加碼 | 歷史 |
| TUTelus Corp | COM | 14,670 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,303 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,811 | $28.6 萬 | 0.1% | −33−1.8% | 減碼 | – |
| GHGuardant Health, Inc. | COM | 8,000 | $28.6 萬 | 0.1% | −7,000−46.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,561 | $29.2 萬 | 0.1% | +40+1.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,653 | $29.3 萬 | 0.1% | −239−4.1% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 2,542 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 10,483 | $30.1 萬 | 0.1% | +17+0.2% | 加碼 | 歷史 |
| TRSTTrustco Bank Corp N Y | COM NEW | 10,579 | $30.3 萬 | 0.1% | +50.0% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,484 | $30.7 萬 | 0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 1,464 | $30.9 萬 | 0.1% | −48−3.2% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,515 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 3,100 | $31.3 萬 | 0.1% | +3,100 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 2,896 | $31.8 萬 | 0.1% | −118−3.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 783 | $31.9 萬 | 0.1% | −15−1.9% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,645 | $32.4 萬 | 0.1% | 00.0% | 不變 | – |
| PTGXProtagonist Therapeutics, Inc | COM | 12,000 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSTRStrategy Inc | Stock | 974 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,782 | $33.9 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,374 | $34.0 萬 | 0.1% | +49+1.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,624 | $34.3 萬 | 0.1% | +56+1.2% | 加碼 | 歷史 |
| WENWendy's Co | Stock | 15,758 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,817 | $35.1 萬 | 0.1% | −724−15.9% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,100 | $35.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 29,955 | $38.0 萬 | 0.1% | +100.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,514 | $38.3 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,829 | $38.6 萬 | 0.1% | −20−1.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,921 | $39.4 萬 | 0.1% | +39+1.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,613 | $39.4 萬 | 0.1% | +86+1.9% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,912 | $40.3 萬 | 0.1% | −35−0.9% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,442 | $41.2 萬 | 0.1% | +113+1.8% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,135 | $43.7 萬 | 0.1% | −1,066−33.3% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 1,000 | $44.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 16,662 | $45.3 萬 | 0.1% | −1,056−6.0% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,092 | $46.0 萬 | 0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 2,312 | $46.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 4,969 | $48.7 萬 | 0.1% | +635+14.7% | 加碼 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $49.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $49.8 萬 | 0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 7,427 | $51.3 萬 | 0.1% | +2,281+44.3% | 加碼 | 歷史 |
| NVRONevro Corp | COM | 20,200 | $51.3 萬 | 0.1% | +7,000+53.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,526 | $51.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 25,000 | $52.0 萬 | 0.1% | +25,000 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 32,645 | $52.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,885 | $52.6 萬 | 0.1% | −14−0.3% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,946 | $52.8 萬 | 0.1% | +85+3.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 3,000 | $53.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,035 | $54.0 萬 | 0.1% | +833+26.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,270 | $55.8 萬 | 0.1% | +16+0.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,336 | $56.6 萬 | 0.1% | −876−12.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 16,411 | $60.2 萬 | 0.1% | +645+4.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,303 | $60.3 萬 | 0.1% | +36+1.6% | 加碼 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $60.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 3,592 | $62.3 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,281 | $64.5 萬 | 0.1% | +575+33.7% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,293 | $68.3 萬 | 0.1% | +66+2.0% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,557 | $69.5 萬 | 0.1% | −143−1.5% | 減碼 | – |
| CVXChevron Corp | Stock | 4,468 | $70.3 萬 | 0.1% | +1,428+47.0% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,470 | $74.7 萬 | 0.2% | −213−4.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,153 | $77.6 萬 | 0.2% | −43−1.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,341 | $84.7 萬 | 0.2% | −88−1.2% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 4,916 | $86.5 萬 | 0.2% | +4,916 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 7,940 | $94.6 萬 | 0.2% | −4,009−33.6% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 5,973 | $96.3 萬 | 0.2% | +1,550+35.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 44,130 | $98.2 萬 | 0.2% | +953+2.2% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 1,486 | $102.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 13,634 | $104.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,003 | $106.2 萬 | 0.2% | +2,099+35.6% | 加碼 | – |
| UTHRUnited Therapeutics Corp | COM | 5,000 | $110.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 31,257 | $116.2 萬 | 0.2% | −731−2.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,877 | $118.6 萬 | 0.2% | +427+4.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,400 | $119.0 萬 | 0.2% | 00.0% | 不變 | – |
2023 年第 1 季之後清倉（9 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 8,759 | $86.9 萬 | 0.2% | – |
| ACREAres Commercial Real Estate Corp | COM | 52,950 | $48.1 萬 | 0.1% | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 14,803 | $22.3 萬 | <0.1% | 歷史 |
| UTLUnitil Corp | COM | 3,796 | $21.7 萬 | <0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,103 | $20.2 萬 | <0.1% | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 2,992 | $20.1 萬 | <0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 349 | $20.1 萬 | <0.1% | 歷史 |
| KEYKeycorp | COM | 11,930 | $14.9 萬 | <0.1% | 歷史 |
| AUDAudacy, Inc. | COM | 25,000 | $3,000 | <0.1% | 歷史 |