King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/9 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 145
- 較 2023 年第 2 季 −5
- 總值
- $4.74 億
- 較 2023 年第 2 季 −$2,039 萬 (−4.1%)
| 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 | 144,491 | $6,205 萬 | 13.1% | +3,166+2.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 116,266 | $4,166 萬 | 8.8% | −955−0.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 81,523 | $2,574 萬 | 5.4% | −406−0.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 52,408 | $2,240 萬 | 4.7% | −118−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 119,916 | $2,053 萬 | 4.3% | −491−0.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 71,153 | $1,774 萬 | 3.7% | +883+1.3% | 加碼 | – |
| VVisa Inc. | Stock | 70,361 | $1,618 萬 | 3.4% | +185+0.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 163,879 | $1,546 萬 | 3.3% | +2,484+1.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 28,480 | $1,436 萬 | 3.0% | −521−1.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 47,956 | $1,263 萬 | 2.7% | +679+1.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 78,616 | $1,140 萬 | 2.4% | +530+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,896 | $1,083 萬 | 2.3% | −109−0.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 18,214 | $978.3 萬 | 2.1% | −3,202−15.0% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 94,972 | $894.5 萬 | 1.9% | −709−0.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 53,426 | $832.1 萬 | 1.8% | +383+0.7% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 65,916 | $810.3 萬 | 1.7% | −1,492−2.2% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 65,645 | $802.8 萬 | 1.7% | −9,689−12.9% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 18,844 | $770.7 萬 | 1.6% | +403+2.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 18,241 | $722.2 萬 | 1.5% | −175−1.0% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 111,008 | $714.3 萬 | 1.5% | +258+0.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 11,953 | $675.3 萬 | 1.4% | +203+1.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 47,370 | $619.9 萬 | 1.3% | +2,414+5.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 37,908 | $606.3 萬 | 1.3% | +1,487+4.1% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 17,565 | $588.3 萬 | 1.2% | −526−2.9% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 63,673 | $575.5 萬 | 1.2% | +2,533+4.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 33,431 | $566.5 萬 | 1.2% | +1,598+5.0% | 加碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 47,032 | $510.7 萬 | 1.1% | +2,195+4.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 37,429 | $490.2 萬 | 1.0% | +228+0.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 96,391 | $458.7 萬 | 1.0% | +222+0.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 15,104 | $456.4 萬 | 1.0% | +679+4.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,772 | $416.6 萬 | 0.9% | +3,420+11.7% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 40,191 | $405.7 萬 | 0.9% | −629−1.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,648 | $367.5 萬 | 0.8% | +50.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 23,793 | $347.0 萬 | 0.7% | −1,231−4.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 25,260 | $297.0 萬 | 0.6% | −80.0% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 23,485 | $239.6 萬 | 0.5% | −1,871−7.4% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 27,585 | $223.4 萬 | 0.5% | −4,968−15.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,655 | $215.9 萬 | 0.5% | +2,223+16.6% | 加碼 | – |
| BXBlackstone Inc. | COM | 18,921 | $202.7 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,455 | $200.4 萬 | 0.4% | −205−2.7% | 減碼 | 歷史 |
| CICigna Group | Stock | 6,116 | $175.0 萬 | 0.4% | −950−13.4% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,497 | $155.1 萬 | 0.3% | −1,227−6.9% | 減碼 | – |
| CVXChevron Corp | Stock | 8,891 | $149.9 萬 | 0.3% | +4,423+99.0% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,293 | $143.4 萬 | 0.3% | +450+15.8% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 15,659 | $139.7 萬 | 0.3% | −346−2.2% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 31,656 | $137.9 萬 | 0.3% | −3,516−10.0% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,629 | $135.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 41,806 | $126.0 萬 | 0.3% | −143−0.3% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 13,177 | $120.7 萬 | 0.3% | −501−3.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,400 | $114.7 萬 | 0.2% | 00.0% | 不變 | – |
| UTHRUnited Therapeutics Corp | COM | 5,000 | $112.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,535 | $102.0 萬 | 0.2% | −342−3.1% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,904 | $101.8 萬 | 0.2% | −99−1.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 30,721 | $99.6 萬 | 0.2% | −536−1.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 43,908 | $98.2 萬 | 0.2% | −222−0.5% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 5,973 | $91.9 萬 | 0.2% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 13,634 | $87.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 3,144 | $85.8 萬 | 0.2% | −9−0.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,918 | $83.9 萬 | 0.2% | −22−0.3% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 7,857 | $83.1 萬 | 0.2% | +73+0.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,440 | $76.6 萬 | 0.2% | +99+1.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,136 | $73.5 萬 | 0.2% | −350−23.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,778 | $69.8 萬 | 0.1% | +995+127.1% | 加碼 | – |
| DRIDarden Restaurants Inc | COM | 4,470 | $64.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,069 | $63.3 萬 | 0.1% | −488−5.1% | 減碼 | – |
| HONHoneywell International Inc | COM | 3,293 | $60.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 6,481 | $58.9 萬 | 0.1% | −10,035−60.8% | 減碼依 2 比 1 拆股換算 | 歷史 |
| TSLATesla, Inc. | Stock | 2,323 | $58.1 萬 | 0.1% | +20+0.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,302 | $57.7 萬 | 0.1% | +1,032+11.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,035 | $56.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $55.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 3,609 | $55.0 萬 | 0.1% | +17+0.5% | 加碼 | 歷史 |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 25,000 | $54.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 16,298 | $54.1 萬 | 0.1% | −113−0.7% | 減碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 3,000 | $54.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,526 | $53.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 2,312 | $49.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,720 | $49.0 萬 | 0.1% | −165−3.4% | 減碼 | – |
| HUMHumana Inc | Stock | 1,000 | $48.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $48.1 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,575 | $47.3 萬 | 0.1% | +1,575 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,718 | $46.8 萬 | 0.1% | −563−24.7% | 減碼 | – |
| TAT&T Inc. | Stock | 30,457 | $45.7 萬 | 0.1% | −2,188−6.7% | 減碼 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $45.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,099 | $44.4 萬 | 0.1% | +7+0.2% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,843 | $44.3 萬 | 0.1% | −103−3.5% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 30,170 | $42.3 萬 | 0.1% | +215+0.7% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,113 | $42.2 萬 | 0.1% | −22−1.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,577 | $40.7 萬 | 0.1% | +63+1.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,663 | $39.7 萬 | 0.1% | −258−8.8% | 減碼 | 歷史 |
| NVRONevro Corp | COM | 20,200 | $38.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 5,416 | $37.8 萬 | 0.1% | −2,011−27.1% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,501 | $37.7 萬 | 0.1% | +59+0.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,545 | $37.1 萬 | 0.1% | −68−1.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,214 | $37.0 萬 | 0.1% | +569+21.5% | 加碼 | – |
| VLOValero Energy Corp | Stock | 2,542 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,100 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 4,903 | $35.3 萬 | 0.1% | −66−1.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,829 | $35.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 3,450 | $35.1 萬 | 0.1% | +350+11.3% | 加碼 | 歷史 |
2023 年第 2 季之後清倉（8 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287184 | CHINA LG-CAP ETF | 16,662 | $45.3 萬 | 0.1% | – |
| CRMSalesforce, Inc. | Stock | 1,464 | $30.9 萬 | 0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,344 | $23.4 萬 | <0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,885 | $21.1 萬 | <0.1% | – |
| NBONeuberger Berman New York Municipal Fund Inc. | COM | 22,190 | $21.1 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,739 | $20.7 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 1,825 | $20.4 萬 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,547 | $20.4 萬 | <0.1% | 歷史 |