King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 158
- 較 2025 年第 1 季 +1
- 總值
- $7.37 億
- 較 2025 年第 1 季 +$7,743 萬 (+11.7%)
| 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 | 163,446 | $1.01 億 | 13.8% | +4,329+2.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 119,740 | $6,605 萬 | 9.0% | +287+0.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 111,539 | $5,548 萬 | 7.5% | −2,067−1.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 73,288 | $4,528 萬 | 6.1% | +17,828+32.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 215,471 | $3,404 萬 | 4.6% | +1,318+0.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 133,940 | $2,748 萬 | 3.7% | −1,005−0.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 74,303 | $2,638 萬 | 3.6% | −110.0% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 385,633 | $2,392 萬 | 3.2% | +1450.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 79,918 | $2,317 萬 | 3.1% | −119−0.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 189,442 | $2,070 萬 | 2.8% | +312+0.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 22,126 | $1,633 萬 | 2.2% | +523+2.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 26,830 | $1,367 萬 | 1.9% | +16,261+153.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,520 | $1,328 萬 | 1.8% | +3,889+6.9% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 95,611 | $1,291 萬 | 1.8% | −979−1.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 16,538 | $1,289 萬 | 1.7% | −8,830−34.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,892 | $1,276 萬 | 1.7% | +33+0.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 130,338 | $1,274 萬 | 1.7% | +703+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 70,294 | $1,239 萬 | 1.7% | +513+0.7% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 55,609 | $1,097 萬 | 1.5% | −677−1.2% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 14,804 | $1,034 萬 | 1.4% | +294+2.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,058 | $958.5 萬 | 1.3% | +244+1.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 27,755 | $810.9 萬 | 1.1% | −1,438−4.9% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 17,352 | $803.6 萬 | 1.1% | −181−1.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 33,444 | $731.2 萬 | 1.0% | −1,190−3.4% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,427 | $723.9 萬 | 1.0% | −139−0.8% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 80,513 | $672.1 萬 | 0.9% | +1,597+2.0% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 68,879 | $584.2 萬 | 0.8% | +532+0.8% | 加碼 | – |
| TTTrane Technologies plc | SHS | 13,249 | $579.5 萬 | 0.8% | +602+4.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 40,456 | $551.5 萬 | 0.7% | +13,274+48.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,948 | $530.2 萬 | 0.7% | −29−0.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 32,223 | $529.9 萬 | 0.7% | −698−2.1% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 29,567 | $522.6 萬 | 0.7% | +8,363+39.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 13,465 | $493.7 萬 | 0.7% | −591−4.2% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 35,507 | $438.8 萬 | 0.6% | −672−1.9% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 64,644 | $388.1 萬 | 0.5% | +2,157+3.5% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 28,288 | $373.5 萬 | 0.5% | −1,010−3.4% | 減碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 205,000 | $343.6 萬 | 0.5% | +30,000+17.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,492 | $328.7 萬 | 0.4% | +40.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,305 | $323.5 萬 | 0.4% | −482−2.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,312 | $273.9 萬 | 0.4% | −28−0.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 16,208 | $232.1 萬 | 0.3% | +1,153+7.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,728 | $225.0 萬 | 0.3% | −724−4.7% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 31,850 | $207.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 5,692 | $188.2 萬 | 0.3% | −1,565−21.6% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 15,885 | $174.1 萬 | 0.2% | −895−5.3% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18,981 | $157.3 萬 | 0.2% | −698−3.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 10,999 | $149.6 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,906 | $149.1 萬 | 0.2% | −69−1.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,618 | $148.7 萬 | 0.2% | +564+27.5% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 6,447 | $148.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 14,754 | $146.8 萬 | 0.2% | −383−2.5% | 減碼 | – |
| CATCaterpillar Inc | Stock | 3,477 | $135.0 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,550 | $128.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,381 | $127.5 萬 | 0.2% | −22−0.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,463 | $123.6 萬 | 0.2% | −382−3.0% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 1,149 | $120.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,741 | $116.7 萬 | 0.2% | −26,307−87.5% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 36,029 | $110.5 萬 | 0.1% | +1,676+4.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,274 | $102.8 萬 | 0.1% | −124−2.3% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 23,587 | $102.1 萬 | 0.1% | −100−0.4% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 10,453 | $100.1 萬 | 0.1% | −96−0.9% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 21,857 | $100.0 萬 | 0.1% | −516−2.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 39,833 | $97.4 萬 | 0.1% | −2,699−6.3% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 2,269 | $88.3 萬 | 0.1% | −1,491−39.7% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 6,100 | $86.5 萬 | 0.1% | +6,100 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,806 | $86.2 萬 | 0.1% | +92+2.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,739 | $84.5 萬 | 0.1% | +804+86.0% | 加碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 4,205 | $83.2 萬 | 0.1% | −203−4.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,564 | $81.6 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,922 | $81.6 萬 | 0.1% | 00.0% | 不變 | – |
| THCTenet Healthcare Corp | COM NEW | 4,500 | $79.2 萬 | 0.1% | −1,000−18.2% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,746 | $78.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,780 | $78.0 萬 | 0.1% | −195−9.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 2,824 | $77.8 萬 | 0.1% | +67+2.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,086 | $76.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 2,980 | $76.7 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,315 | $76.5 萬 | 0.1% | +616+16.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,404 | $73.6 萬 | 0.1% | +8+0.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,025 | $72.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,062 | $71.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 22,329 | $69.2 萬 | 0.1% | +596+2.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,653 | $67.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,455 | $66.9 萬 | 0.1% | +1,026+71.8% | 加碼 | 歷史 |
| BPBP PLC | ADR | 21,792 | $65.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,051 | $65.2 萬 | 0.1% | +1,218+146.2% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,534 | $64.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $62.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,774 | $61.5 萬 | 0.1% | −465−5.6% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 2,765 | $60.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,952 | $56.9 萬 | 0.1% | +6+0.2% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 1,073 | $56.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,568 | $56.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 30,767 | $55.8 萬 | 0.1% | +415+1.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,878 | $55.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $53.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,050 | $53.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 17,000 | $52.3 萬 | 0.1% | +10,000+142.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,314 | $50.8 萬 | 0.1% | −190−12.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,737 | $50.8 萬 | 0.1% | +14+0.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,984 | $49.4 萬 | 0.1% | +65+1.7% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（7 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZBHZimmer Biomet Holdings, Inc. | Stock | 6,412 | $72.6 萬 | 0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 10,203 | $42.0 萬 | 0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,000 | $34.6 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 1,032 | $32.2 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 1,154 | $25.5 萬 | <0.1% | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 15,201 | $23.6 萬 | <0.1% | 歷史 |
| WDFCWD 40 Co | COM | 831 | $20.3 萬 | <0.1% | 歷史 |