King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/8 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 144
- 較 2024 年第 1 季 −3
- 總值
- $6.00 億
- 較 2024 年第 1 季 +$2,961 萬 (+5.2%)
| 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 | 148,842 | $8,145 萬 | 13.6% | +785+0.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 117,907 | $5,649 萬 | 9.4% | +553+0.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 81,206 | $3,630 萬 | 6.1% | +100+0.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 53,168 | $2,894 萬 | 4.8% | −208−0.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 125,240 | $2,638 萬 | 4.4% | +997+0.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 207,444 | $2,563 萬 | 4.3% | +2,144+1.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| LLYEli Lilly & Co | Stock | 25,423 | $2,302 萬 | 3.8% | −178−0.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 359,793 | $2,106 萬 | 3.5% | −745−0.2% | 減碼 | – |
| VVisa Inc. | Stock | 69,218 | $1,817 萬 | 3.0% | +270.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 166,382 | $1,775 萬 | 3.0% | −689−0.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 78,584 | $1,589 萬 | 2.6% | +143+0.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 29,228 | $1,489 萬 | 2.5% | −1,040−3.4% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 99,885 | $1,186 萬 | 2.0% | −2,430−2.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 41,071 | $1,047 萬 | 1.7% | −6,915−14.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,178 | $1,035 萬 | 1.7% | −65−0.5% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 60,052 | $1,030 萬 | 1.7% | −626−1.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 56,123 | $1,022 萬 | 1.7% | +2,165+4.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 18,553 | $866.6 萬 | 1.4% | −90.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 119,586 | $809.7 萬 | 1.3% | −270−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 41,753 | $806.9 萬 | 1.3% | +3,116+8.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,128 | $755.6 萬 | 1.3% | −172−1.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,691 | $740.8 萬 | 1.2% | +6,580+81.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 48,183 | $704.2 萬 | 1.2% | −2,041−4.1% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 92,370 | $671.0 萬 | 1.1% | −4,084−4.2% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,870 | $659.9 萬 | 1.1% | −344−2.0% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 64,521 | $588.1 萬 | 1.0% | −1,264−1.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 16,206 | $557.9 萬 | 0.9% | −436−2.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 32,216 | $531.3 萬 | 0.9% | −827−2.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 34,667 | $521.5 萬 | 0.9% | −1,193−3.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,855 | $456.5 萬 | 0.8% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 37,836 | $429.3 萬 | 0.7% | −1,115−2.9% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 73,026 | $390.9 萬 | 0.7% | −3,080−4.0% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 21,401 | $352.9 萬 | 0.6% | −343−1.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,386 | $349.8 萬 | 0.6% | +142+0.5% | 加碼 | 歷史 |
| CICigna Group | Stock | 9,866 | $326.1 萬 | 0.5% | +2,650+36.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,407 | $283.8 萬 | 0.5% | +6,453+676.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,892 | $280.9 萬 | 0.5% | +5,918+42.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,866 | $254.5 萬 | 0.4% | −25−0.2% | 減碼 | – |
| BXBlackstone Inc. | COM | 18,291 | $226.4 萬 | 0.4% | −97−0.5% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 14,784 | $211.0 萬 | 0.4% | −87−0.6% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 19,287 | $206.6 萬 | 0.3% | −897−4.4% | 減碼 | – |
| AMGNAmgen Inc | Stock | 6,556 | $204.8 萬 | 0.3% | −126−1.9% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,035 | $171.8 萬 | 0.3% | −865−3.9% | 減碼 | – |
| CVXChevron Corp | Stock | 10,566 | $165.3 萬 | 0.3% | +362+3.5% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 15,798 | $153.7 萬 | 0.3% | −534−3.3% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 2,793 | $151.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,640 | $150.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,398 | $144.4 萬 | 0.2% | 00.0% | 不變 | – |
| STVNStevanato Group S.p.A. | ORD SHS | 72,800 | $133.5 萬 | 0.2% | +72,800 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,769 | $133.2 萬 | 0.2% | +85+1.1% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,650 | $132.5 萬 | 0.2% | −1,052−7.2% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 37,518 | $118.4 萬 | 0.2% | −3,186−7.8% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 2,270 | $114.8 萬 | 0.2% | +868+61.9% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,158 | $112.1 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 10,723 | $111.4 萬 | 0.2% | +47+0.4% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 24,565 | $110.4 萬 | 0.2% | −1,873−7.1% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 26,573 | $109.6 萬 | 0.2% | −510−1.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,218 | $107.2 萬 | 0.2% | +31+1.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 42,800 | $102.5 萬 | 0.2% | −699−1.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,610 | $102.4 萬 | 0.2% | −73−1.3% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 10,720 | $100.4 萬 | 0.2% | −496−4.4% | 減碼 | – |
| DKSDick's Sporting Goods, Inc. | Stock | 4,647 | $99.8 萬 | 0.2% | +153+3.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,960 | $98.0 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 7,776 | $96.3 萬 | 0.2% | +362+4.9% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 6,988 | $92.4 萬 | 0.2% | −35−0.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,155 | $90.9 萬 | 0.2% | −8−0.7% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 13,634 | $86.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 3,559 | $75.9 萬 | 0.1% | +27+0.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,802 | $72.0 萬 | 0.1% | +2,132+318.2% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,288 | $71.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,186 | $68.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $65.9 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 10,321 | $65.7 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,718 | $64.3 萬 | 0.1% | 00.0% | 不變 | – |
| UTHRUnited Therapeutics Corp | COM | 2,000 | $63.7 萬 | 0.1% | −3,000−60.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,646 | $63.1 萬 | 0.1% | −366−9.1% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,140 | $62.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,459 | $60.1 萬 | 0.1% | +61+1.8% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 8,000 | $59.4 萬 | 0.1% | +5,000+166.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 30,213 | $57.7 萬 | 0.1% | −505−1.6% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,526 | $56.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,675 | $55.3 萬 | 0.1% | −277−3.5% | 減碼 | – |
| INGRIngredion Inc | COM | 4,625 | $53.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,120 | $52.7 萬 | 0.1% | 00.0% | 不變 | – |
| AWRAmerican States Water Co | COM | 7,000 | $50.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,540 | $50.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 30,213 | $49.0 萬 | 0.1% | +130.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,067 | $48.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,945 | $47.8 萬 | 0.1% | +80+2.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,002 | $47.7 萬 | 0.1% | +357+13.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,648 | $46.7 萬 | 0.1% | −387−7.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,440 | $44.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,104 | $42.6 萬 | 0.1% | −105−3.3% | 減碼 | – |
| PFEPfizer Inc | Stock | 15,194 | $42.5 萬 | 0.1% | −1,302−7.9% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 12,000 | $41.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,053 | $40.6 萬 | 0.1% | −35−1.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 250 | $40.2 萬 | 0.1% | −4−1.6% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,050 | $40.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 2,542 | $39.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,676 | $39.3 萬 | 0.1% | −99−2.6% | 減碼 | – |
2024 年第 1 季之後清倉（5 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SNYSanofi | SPONSORED ADR | 18,500 | $89.9 萬 | 0.2% | 歷史 |
| DHRDanaher Corp | Stock | 834 | $20.8 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 6,695 | $20.4 萬 | <0.1% | – |
| NVRONevro Corp | COM | 10,200 | $14.7 萬 | <0.1% | 歷史 |
| SKESkeena Resources Ltd | Common Stock | 10,000 | $4.60 萬 | <0.1% | 歷史 |