King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/8 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 157
- 較 2024 年第 4 季 +3
- 總值
- $6.60 億
- 較 2024 年第 4 季 −$2,583 萬 (−3.8%)
| 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 | 159,117 | $8,941 萬 | 13.6% | +1,962+1.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 119,453 | $5,601 萬 | 8.5% | −665−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 113,606 | $4,265 萬 | 6.5% | +1,142+1.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 55,460 | $3,102 萬 | 4.7% | +2,475+4.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 134,945 | $2,998 萬 | 4.5% | −1,625−1.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 74,314 | $2,604 萬 | 3.9% | −560−0.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 214,153 | $2,321 萬 | 3.5% | −4,390−2.0% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 385,488 | $2,249 萬 | 3.4% | +4,221+1.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 25,368 | $2,095 萬 | 3.2% | −752−2.9% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 189,130 | $1,978 萬 | 3.0% | +2,162+1.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 80,037 | $1,963 萬 | 3.0% | −165−0.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 30,048 | $1,574 萬 | 2.4% | −49−0.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 21,603 | $1,245 萬 | 1.9% | −585−2.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,859 | $1,216 萬 | 1.8% | +129+1.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 96,590 | $1,179 萬 | 1.8% | −1,149−1.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 129,635 | $1,138 萬 | 1.7% | +2,564+2.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 69,781 | $1,079 萬 | 1.6% | +4,805+7.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 56,631 | $1,078 萬 | 1.6% | +1,968+3.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 16,814 | $921.6 萬 | 1.4% | −47−0.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 29,193 | $911.9 萬 | 1.4% | +53+0.2% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 56,286 | $907.7 萬 | 1.4% | −1,294−2.2% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 14,510 | $882.0 萬 | 1.3% | +486+3.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 17,533 | $783.2 萬 | 1.2% | −344−1.9% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,566 | $695.6 萬 | 1.1% | −169−1.0% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 68,347 | $638.7 萬 | 1.0% | +2,228+3.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 78,916 | $597.0 萬 | 0.9% | −2,313−2.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 32,921 | $528.5 萬 | 0.8% | −466−1.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 14,056 | $515.1 萬 | 0.8% | −699−4.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,977 | $490.8 萬 | 0.7% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 34,634 | $484.2 萬 | 0.7% | +14,439+71.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 29,298 | $439.3 萬 | 0.7% | −813−2.7% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 36,179 | $433.2 萬 | 0.7% | −314−0.9% | 減碼 | – |
| TTTrane Technologies plc | SHS | 12,647 | $426.1 萬 | 0.6% | +1,010+8.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,569 | $372.6 萬 | 0.6% | +425+4.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,204 | $366.3 萬 | 0.6% | +871+4.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 30,488 | $362.6 萬 | 0.5% | −642−2.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,787 | $354.3 萬 | 0.5% | +283+1.4% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 62,487 | $337.2 萬 | 0.5% | −798−1.3% | 減碼 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 175,000 | $269.0 萬 | 0.4% | +160,500+1,106.9% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,340 | $256.4 萬 | 0.4% | +44+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,452 | $256.3 萬 | 0.4% | −106−0.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 15,055 | $251.9 萬 | 0.4% | +1,481+10.9% | 加碼 | 歷史 |
| CICigna Group | Stock | 7,257 | $238.8 萬 | 0.4% | −5,019−40.9% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 27,182 | $229.4 萬 | 0.3% | −3,521−11.5% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 31,850 | $196.7 萬 | 0.3% | +17,100+115.9% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 16,780 | $182.4 萬 | 0.3% | −844−4.8% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 3,760 | $163.5 萬 | 0.2% | +717+23.6% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 19,679 | $162.8 萬 | 0.2% | −776−3.8% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,447 | $152.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 15,137 | $147.6 萬 | 0.2% | −243−1.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 10,993 | $145.8 萬 | 0.2% | +218+2.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,975 | $136.7 萬 | 0.2% | −46−0.9% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,845 | $127.1 萬 | 0.2% | −602−4.5% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,550 | $124.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,403 | $119.8 萬 | 0.2% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 3,475 | $114.6 萬 | 0.2% | +157+4.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,149 | $108.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,687 | $107.4 萬 | 0.2% | +649+2.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,054 | $105.6 萬 | 0.2% | +2+0.1% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 34,353 | $105.6 萬 | 0.2% | −1,036−2.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 42,532 | $103.1 萬 | 0.2% | −192−0.4% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 22,373 | $102.1 萬 | 0.2% | −1,557−6.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,398 | $100.6 萬 | 0.2% | −181−3.2% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 10,549 | $100.6 萬 | 0.2% | −102−1.0% | 減碼 | – |
| DKSDick's Sporting Goods, Inc. | Stock | 4,408 | $88.8 萬 | 0.1% | −10−0.2% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,746 | $85.2 萬 | 0.1% | +5,680+274.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,563 | $82.5 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,534 | $74.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 10,396 | $74.5 萬 | 0.1% | +246+2.4% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 21,733 | $74.2 萬 | 0.1% | +2,028+10.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,239 | $74.0 萬 | 0.1% | +43+0.5% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 5,500 | $74.0 萬 | 0.1% | +5,500 | 新進 | 歷史 |
| BPBP PLC | ADR | 21,792 | $73.6 萬 | 0.1% | +192+0.9% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 6,412 | $72.6 萬 | 0.1% | −8,999−58.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,922 | $69.4 萬 | 0.1% | +114+6.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,975 | $66.6 萬 | 0.1% | +166+9.2% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,062 | $64.8 萬 | 0.1% | +33+1.1% | 加碼 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $62.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,714 | $61.7 萬 | 0.1% | +127+3.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,653 | $61.6 萬 | 0.1% | +130+2.9% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,979 | $59.6 萬 | 0.1% | −141−4.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,086 | $59.3 萬 | 0.1% | +19+1.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,699 | $57.8 萬 | 0.1% | +1,128+43.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,504 | $57.7 萬 | 0.1% | +885+143.0% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 2,765 | $57.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,723 | $57.1 萬 | 0.1% | +30+1.1% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 30,352 | $56.4 萬 | 0.1% | +113+0.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,568 | $55.6 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $55.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 2,025 | $55.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,946 | $50.7 萬 | 0.1% | −192−6.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 935 | $49.8 萬 | 0.1% | +6+0.6% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,431 | $47.2 萬 | 0.1% | −538−7.7% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,878 | $46.7 萬 | 0.1% | −436−18.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,757 | $46.2 萬 | 0.1% | +150+5.8% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 1,500 | $46.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,774 | $46.0 萬 | 0.1% | +254+7.2% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,050 | $45.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,199 | $43.9 萬 | 0.1% | −95−1.3% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,611 | $43.6 萬 | 0.1% | +100+6.6% | 加碼 | – |
2024 年第 4 季之後清倉（7 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 20,000 | $96.0 萬 | 0.1% | – |
| STVNStevanato Group S.p.A. | ORD SHS | 35,000 | $76.3 萬 | 0.1% | 歷史 |
| AMEAmetek Inc | COM | 1,365 | $24.6 萬 | <0.1% | 歷史 |
| LAZLazard, Inc. | COM | 4,500 | $23.2 萬 | <0.1% | 歷史 |
| BACBank of America Corp | Stock | 4,706 | $20.7 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 2,379 | $20.5 萬 | <0.1% | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 13,500 | $6.70 萬 | <0.1% | 歷史 |