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 |
|---|---|---|---|---|---|---|---|
| CVXChevron Corp | Stock | 10,566 | $165.3 萬 | 0.3% | +362+3.5% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,035 | $171.8 萬 | 0.3% | −865−3.9% | 減碼 | – |
| AMGNAmgen Inc | Stock | 6,556 | $204.8 萬 | 0.3% | −126−1.9% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 19,287 | $206.6 萬 | 0.3% | −897−4.4% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 14,784 | $211.0 萬 | 0.4% | −87−0.6% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,291 | $226.4 萬 | 0.4% | −97−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,866 | $254.5 萬 | 0.4% | −25−0.2% | 減碼 | – |
| ORCLOracle Corp | Stock | 19,892 | $280.9 萬 | 0.5% | +5,918+42.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,407 | $283.8 萬 | 0.5% | +6,453+676.4% | 加碼 | 歷史 |
| CICigna Group | Stock | 9,866 | $326.1 萬 | 0.5% | +2,650+36.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,386 | $349.8 萬 | 0.6% | +142+0.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 21,401 | $352.9 萬 | 0.6% | −343−1.6% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 73,026 | $390.9 萬 | 0.7% | −3,080−4.0% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 37,836 | $429.3 萬 | 0.7% | −1,115−2.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,855 | $456.5 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 34,667 | $521.5 萬 | 0.9% | −1,193−3.3% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 32,216 | $531.3 萬 | 0.9% | −827−2.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 16,206 | $557.9 萬 | 0.9% | −436−2.6% | 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 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,870 | $659.9 萬 | 1.1% | −344−2.0% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 92,370 | $671.0 萬 | 1.1% | −4,084−4.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 48,183 | $704.2 萬 | 1.2% | −2,041−4.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,691 | $740.8 萬 | 1.2% | +6,580+81.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,128 | $755.6 萬 | 1.3% | −172−1.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 41,753 | $806.9 萬 | 1.3% | +3,116+8.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 119,586 | $809.7 萬 | 1.3% | −270−0.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 18,553 | $866.6 萬 | 1.4% | −90.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 56,123 | $1,022 萬 | 1.7% | +2,165+4.0% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 60,052 | $1,030 萬 | 1.7% | −626−1.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 12,178 | $1,035 萬 | 1.7% | −65−0.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 41,071 | $1,047 萬 | 1.7% | −6,915−14.4% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 99,885 | $1,186 萬 | 2.0% | −2,430−2.4% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 29,228 | $1,489 萬 | 2.5% | −1,040−3.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 78,584 | $1,589 萬 | 2.6% | +143+0.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 166,382 | $1,775 萬 | 3.0% | −689−0.4% | 減碼 | – |
| VVisa Inc. | Stock | 69,218 | $1,817 萬 | 3.0% | +270.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 359,793 | $2,106 萬 | 3.5% | −745−0.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 25,423 | $2,302 萬 | 3.8% | −178−0.7% | 減碼 | 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 |
| AAPLApple Inc. | Stock | 125,240 | $2,638 萬 | 4.4% | +997+0.8% | 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 |
| MSFTMicrosoft Corp | Stock | 81,206 | $3,630 萬 | 6.1% | +100+0.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 117,907 | $5,649 萬 | 9.4% | +553+0.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 148,842 | $8,145 萬 | 13.6% | +785+0.5% | 加碼 | – |
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 |