King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/8 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 139
- 較 2023 年第 3 季 −6
- 總值
- $5.17 億
- 較 2023 年第 3 季 +$4,289 萬 (+9.0%)
| 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 | 145,098 | $6,930 萬 | 13.4% | +607+0.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 116,221 | $4,760 萬 | 9.2% | −450.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 80,701 | $3,035 萬 | 5.9% | −822−1.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 53,622 | $2,549 萬 | 4.9% | +1,214+2.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 118,391 | $2,279 萬 | 4.4% | −1,525−1.3% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 70,259 | $1,947 萬 | 3.8% | −894−1.3% | 減碼 | – |
| VVisa Inc. | Stock | 68,966 | $1,796 萬 | 3.5% | −1,395−2.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 163,347 | $1,768 萬 | 3.4% | −532−0.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 25,340 | $1,477 萬 | 2.9% | +7,126+39.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 27,686 | $1,458 萬 | 2.8% | −794−2.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 47,506 | $1,409 萬 | 2.7% | −450−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 77,334 | $1,315 萬 | 2.5% | −1,282−1.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 25,942 | $1,285 萬 | 2.5% | +1,046+4.2% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 103,220 | $1,086 萬 | 2.1% | +8,248+8.7% | 加碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 61,882 | $888.9 萬 | 1.7% | −4,034−6.1% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 18,916 | $857.3 萬 | 1.7% | +72+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 52,258 | $819.1 萬 | 1.6% | −1,168−2.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,075 | $797.1 萬 | 1.5% | +122+1.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,556 | $748.8 萬 | 1.4% | −685−3.8% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 104,871 | $737.8 萬 | 1.4% | −6,137−5.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 49,758 | $695.1 萬 | 1.3% | +2,388+5.0% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 17,419 | $656.5 萬 | 1.3% | −146−0.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 39,264 | $619.0 萬 | 1.2% | +1,356+3.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 33,583 | $570.4 萬 | 1.1% | +152+0.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,802 | $547.6 萬 | 1.1% | +698+4.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,901 | $545.5 萬 | 1.1% | +3,129+9.5% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 64,462 | $540.5 萬 | 1.0% | +789+1.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 36,216 | $525.2 萬 | 1.0% | −1,213−3.2% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 39,220 | $447.3 萬 | 0.9% | −971−2.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,805 | $437.5 萬 | 0.8% | +1,157+6.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 81,379 | $411.6 萬 | 0.8% | −15,012−15.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 22,842 | $334.7 萬 | 0.6% | −951−4.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,988 | $249.8 萬 | 0.5% | −272−1.1% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,309 | $239.7 萬 | 0.5% | −612−3.2% | 減碼 | 歷史 |
| CICigna Group | Stock | 7,916 | $237.1 萬 | 0.5% | +1,800+29.4% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 21,296 | $235.7 萬 | 0.5% | −2,189−9.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,590 | $233.1 萬 | 0.5% | −65−0.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 6,364 | $225.3 萬 | 0.4% | +4,789+304.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,982 | $201.1 萬 | 0.4% | −473−6.3% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 18,542 | $191.8 萬 | 0.4% | +12,061+186.1% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 22,907 | $187.9 萬 | 0.4% | −4,678−17.0% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 16,598 | $171.1 萬 | 0.3% | +939+6.0% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 6,629 | $162.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,003 | $148.9 萬 | 0.3% | −1,494−9.1% | 減碼 | – |
| CVXChevron Corp | Stock | 9,701 | $144.7 萬 | 0.3% | +810+9.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,971 | $136.8 萬 | 0.3% | +5,053+63.8% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,793 | $131.7 萬 | 0.3% | −500−15.2% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 41,443 | $129.3 萬 | 0.2% | −363−0.9% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 27,953 | $128.7 萬 | 0.2% | −3,703−11.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,398 | $128.1 萬 | 0.2% | −20.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 7,701 | $119.3 萬 | 0.2% | +5,038+189.2% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 12,161 | $117.2 萬 | 0.2% | −1,016−7.7% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 10,610 | $116.8 萬 | 0.2% | +75+0.7% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 5,000 | $109.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 5,973 | $103.9 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 43,619 | $100.7 萬 | 0.2% | −289−0.7% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 26,459 | $99.8 萬 | 0.2% | −4,262−13.9% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 7,001 | $95.2 萬 | 0.2% | −856−10.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,259 | $94.6 萬 | 0.2% | +3,795+259.2% | 加碼 | – |
| CATCaterpillar Inc | Stock | 3,140 | $92.8 萬 | 0.2% | −4−0.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,136 | $92.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 13,634 | $88.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,960 | $85.6 萬 | 0.2% | +182+10.2% | 加碼 | – |
| HUMHumana Inc | Stock | 1,800 | $82.4 萬 | 0.2% | +800+80.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,412 | $80.8 萬 | 0.2% | −28−0.4% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 1,104 | $69.7 萬 | 0.1% | +130+13.3% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,140 | $68.0 萬 | 0.1% | −330−7.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,186 | $66.8 萬 | 0.1% | −107−3.2% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 4,523 | $66.5 萬 | 0.1% | −42,509−90.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,012 | $65.6 萬 | 0.1% | −23−0.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,611 | $64.7 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,319 | $60.8 萬 | 0.1% | +17+0.2% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,186 | $60.2 萬 | 0.1% | −883−9.7% | 減碼 | – |
| AWRAmerican States Water Co | COM | 7,000 | $56.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 2,288 | $55.1 萬 | 0.1% | −24−1.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $54.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,718 | $53.4 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 2,088 | $51.9 萬 | 0.1% | −235−10.1% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,526 | $51.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,114 | $51.2 萬 | 0.1% | +15+0.5% | 加碼 | – |
| INGRIngredion Inc | COM | 4,625 | $50.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,161 | $49.7 萬 | 0.1% | +318+11.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 29,457 | $49.4 萬 | 0.1% | −1,000−3.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,863 | $48.6 萬 | 0.1% | +34+1.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 16,686 | $48.0 萬 | 0.1% | +388+2.4% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,152 | $44.6 萬 | 0.1% | −568−12.0% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 3,226 | $43.8 萬 | 0.1% | −62,419−95.1% | 減碼 | – |
| RTXRTX Corp | Stock | 5,103 | $42.9 萬 | 0.1% | +200+4.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,100 | $42.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,511 | $42.3 萬 | 0.1% | −66−1.4% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 30,185 | $41.7 萬 | 0.1% | +150.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,720 | $40.1 萬 | 0.1% | +79+3.0% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,000 | $39.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,064 | $38.3 萬 | 0.1% | −150−4.7% | 減碼 | – |
| GEGeneral Electric Co | Stock | 2,985 | $38.1 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,397 | $35.3 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,604 | $35.0 萬 | 0.1% | −179−4.7% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,543 | $35.0 萬 | 0.1% | −130−3.5% | 減碼 | – |
| NVSNovartis AG | ADR | 3,450 | $34.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 10,312 | $34.7 萬 | 0.1% | −154−1.5% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（12 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,904 | $101.8 萬 | 0.2% | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 25,000 | $54.4 萬 | 0.1% | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 3,000 | $54.0 萬 | 0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,113 | $42.2 萬 | 0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 5,416 | $37.8 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 4,545 | $37.1 萬 | 0.1% | 歷史 |
| DHRDanaher Corp | Stock | 834 | $20.7 萬 | <0.1% | 歷史 |
| AQNAlgonquin Power & Utilities Corp. | COM | 25,000 | $14.8 萬 | <0.1% | 歷史 |
| AGIAlamos Gold Inc | Stock | 10,000 | $11.3 萬 | <0.1% | 歷史 |
| Osisko Development Corp68828E809 | COM NEW | 16,667 | $4.90 萬 | <0.1% | – |
| ZYNEZynerba Pharmaceuticals, Inc. | COM | 16,000 | $2.00 萬 | <0.1% | 歷史 |
| PAVMPAVmed Inc. | COM | 54,500 | $1.60 萬 | <0.1% | 歷史 |