King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 154
- 較 2024 年第 3 季 +3
- 總值
- $6.86 億
- 較 2024 年第 3 季 +$4,382 萬 (+6.8%)
| 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 | 157,155 | $9,251 萬 | 13.5% | +8,150+5.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,118 | $6,141 萬 | 9.0% | +3,307+2.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 112,464 | $4,740 萬 | 6.9% | +1,963+1.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 136,570 | $3,420 萬 | 5.0% | +12,210+9.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 52,985 | $3,105 萬 | 4.5% | +483+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 218,543 | $2,935 萬 | 4.3% | +12,347+6.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 381,267 | $2,376 萬 | 3.5% | +18,229+5.0% | 加碼 | – |
| VVisa Inc. | Stock | 74,874 | $2,366 萬 | 3.5% | +6,172+9.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 186,968 | $2,154 萬 | 3.1% | +15,133+8.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 26,120 | $2,017 萬 | 2.9% | +640+2.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 80,202 | $1,923 萬 | 2.8% | +2,728+3.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 30,097 | $1,523 萬 | 2.2% | +815+2.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 22,188 | $1,299 萬 | 1.9% | +5,204+30.6% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 97,739 | $1,257 萬 | 1.8% | −163−0.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 64,976 | $1,230 萬 | 1.8% | +4,187+6.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 54,663 | $1,199 萬 | 1.7% | +7,197+15.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,730 | $1,166 萬 | 1.7% | +712+5.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 127,071 | $1,148 萬 | 1.7% | +6,681+5.5% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 57,580 | $1,065 萬 | 1.6% | −278−0.5% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 14,024 | $891.9 萬 | 1.3% | +1,779+14.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 16,861 | $887.8 萬 | 1.3% | +309+1.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 17,877 | $868.7 萬 | 1.3% | +87+0.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 29,140 | $844.7 萬 | 1.2% | −10,807−27.1% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,735 | $712.1 萬 | 1.0% | +144+0.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,755 | $574.0 萬 | 0.8% | +141+1.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 81,229 | $570.9 萬 | 0.8% | −2,007−2.4% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 66,119 | $566.4 萬 | 0.8% | +3,694+5.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 33,387 | $540.1 萬 | 0.8% | +516+1.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,977 | $501.2 萬 | 0.7% | +2,268+13.6% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 30,111 | $457.9 萬 | 0.7% | +22+0.1% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 36,493 | $456.0 萬 | 0.7% | +531+1.5% | 加碼 | – |
| TTTrane Technologies plc | SHS | 11,637 | $429.8 萬 | 0.6% | +6,803+140.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,144 | $347.1 萬 | 0.5% | +741+7.9% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,333 | $344.2 萬 | 0.5% | +13,595+201.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 20,504 | $343.7 萬 | 0.5% | −26−0.1% | 減碼 | 歷史 |
| CICigna Group | Stock | 12,276 | $339.0 萬 | 0.5% | +4,075+49.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 20,195 | $336.5 萬 | 0.5% | −1,414−6.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 31,130 | $334.9 萬 | 0.5% | +809+2.7% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 63,285 | $330.5 萬 | 0.5% | −2,465−3.7% | 減碼 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 14,500 | $319.6 萬 | 0.5% | −83,602−85.2% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,296 | $315.5 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 30,703 | $232.2 萬 | 0.3% | +30,703 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,558 | $225.0 萬 | 0.3% | +314+2.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 13,574 | $196.6 萬 | 0.3% | +2,494+22.5% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 17,624 | $188.3 萬 | 0.3% | −84−0.5% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 20,455 | $167.7 萬 | 0.2% | −93−0.5% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 15,380 | $167.0 萬 | 0.2% | −35−0.2% | 減碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 15,411 | $162.8 萬 | 0.2% | +15,411 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,447 | $147.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,021 | $145.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,447 | $130.3 萬 | 0.2% | +484+3.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,403 | $129.8 萬 | 0.2% | +5,403 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,550 | $125.0 萬 | 0.2% | +1,650+33.7% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 10,775 | $121.9 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,318 | $120.4 萬 | 0.2% | +86+2.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,149 | $117.7 萬 | 0.2% | +7+0.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,043 | $112.3 萬 | 0.2% | +250+9.0% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 35,389 | $111.3 萬 | 0.2% | −489−1.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,052 | $110.6 萬 | 0.2% | +17+0.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,579 | $110.6 萬 | 0.2% | +368+7.1% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 23,930 | $107.4 萬 | 0.2% | +240+1.0% | 加碼 | – |
| HOLXHologic Inc | COM | 14,750 | $106.3 萬 | 0.2% | +6,750+84.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 42,724 | $103.4 萬 | 0.2% | +371+0.9% | 加碼 | – |
| DKSDick's Sporting Goods, Inc. | Stock | 4,418 | $101.1 萬 | 0.1% | −63−1.4% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 10,651 | $98.5 萬 | 0.1% | +440+4.3% | 加碼 | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 20,000 | $96.0 萬 | 0.1% | +20,000 | 新進 | – |
| VZVerizon Communications Inc | Stock | 23,038 | $92.1 萬 | 0.1% | −2,134−8.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,196 | $81.5 萬 | 0.1% | +86+1.1% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,534 | $79.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 35,000 | $76.3 萬 | 0.1% | −59,800−63.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,809 | $74.2 萬 | 0.1% | +91+5.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,808 | $72.6 萬 | 0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 3,561 | $71.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,587 | $70.8 萬 | 0.1% | +27+0.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,029 | $68.4 萬 | 0.1% | −157−4.9% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,025 | $67.2 萬 | 0.1% | −138−6.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,611 | $65.1 萬 | 0.1% | −442−21.5% | 減碼 | 歷史 |
| BPBP PLC | ADR | 21,600 | $63.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $63.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 10,150 | $63.2 萬 | 0.1% | +15+0.1% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,705 | $61.8 萬 | 0.1% | +179+0.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,067 | $61.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,607 | $60.4 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,138 | $59.6 萬 | 0.1% | +12+0.4% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 30,239 | $59.2 萬 | 0.1% | +120.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,567 | $55.2 萬 | 0.1% | +26+0.6% | 加碼 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $54.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 1,500 | $52.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 4,523 | $52.3 萬 | 0.1% | +98+2.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,120 | $52.0 萬 | 0.1% | +121+4.0% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 2,765 | $51.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,314 | $50.9 萬 | 0.1% | −1,253−35.1% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,969 | $50.1 萬 | 0.1% | −287−4.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 2,571 | $49.0 萬 | 0.1% | +150+6.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,693 | $47.9 萬 | 0.1% | −4,925−64.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,015 | $44.7 萬 | 0.1% | −540−11.9% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,511 | $43.6 萬 | 0.1% | +27+1.8% | 加碼 | – |
| MTBM&T Bank Corp | COM | 2,314 | $43.5 萬 | 0.1% | −147−6.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 929 | $42.1 萬 | 0.1% | +929 | 新進 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,050 | $41.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（11 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 1,423 | $38.9 萬 | 0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 534 | $26.4 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 4,730 | $25.8 萬 | <0.1% | 歷史 |
| AROWArrow Financial Corp | COM | 8,957 | $25.7 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,115 | $24.3 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,376 | $23.2 萬 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,138 | $23.1 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 785 | $21.8 萬 | <0.1% | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,495 | $21.8 萬 | <0.1% | 歷史 |
| WENWendy's Co | Stock | 11,873 | $20.8 萬 | <0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,654 | $20.0 萬 | <0.1% | 歷史 |