King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/7 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 160
- 較 2025 年第 2 季 +2
- 總值
- $7.96 億
- 較 2025 年第 2 季 +$5,875 萬 (+8.0%)
| 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 | 168,574 | $1.13 億 | 14.2% | +5,128+3.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,667 | $7,245 萬 | 9.1% | +927+0.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 111,467 | $5,774 萬 | 7.3% | −72−0.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 72,891 | $4,856 萬 | 6.1% | −397−0.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 217,075 | $4,050 萬 | 5.1% | +1,604+0.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 133,893 | $3,409 萬 | 4.3% | −470.0% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 396,162 | $2,585 萬 | 3.2% | +10,529+2.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 79,881 | $2,520 萬 | 3.2% | −370.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 73,649 | $2,514 萬 | 3.2% | −654−0.9% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 197,507 | $2,347 萬 | 2.9% | +8,065+4.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 72,567 | $1,764 萬 | 2.2% | +2,273+3.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 73,137 | $1,606 萬 | 2.0% | +12,617+20.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 132,109 | $1,362 萬 | 1.7% | +1,771+1.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 93,075 | $1,356 萬 | 1.7% | −2,536−2.7% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 27,601 | $1,354 萬 | 1.7% | +771+2.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 13,093 | $1,212 萬 | 1.5% | +201+1.6% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 53,935 | $1,198 萬 | 1.5% | −1,674−3.0% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 15,269 | $1,158 萬 | 1.5% | +465+3.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 13,691 | $1,045 萬 | 1.3% | −2,847−17.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 36,144 | $1,017 萬 | 1.3% | +2,700+8.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,082 | $971.7 萬 | 1.2% | +24+0.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 17,130 | $855.2 萬 | 1.1% | −222−1.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 26,573 | $807.5 萬 | 1.0% | −1,182−4.3% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 42,931 | $783.1 萬 | 1.0% | +2,475+6.1% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,147 | $748.8 萬 | 0.9% | −280−1.7% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 81,179 | $708.8 萬 | 0.9% | +666+0.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 22,753 | $670.9 萬 | 0.8% | +627+2.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 68,357 | $610.7 萬 | 0.8% | −522−0.8% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 31,836 | $593.7 萬 | 0.7% | +2,269+7.7% | 加碼 | – |
| TTTrane Technologies plc | SHS | 14,023 | $591.7 萬 | 0.7% | +774+5.8% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 224,799 | $586.1 萬 | 0.7% | +207,799+1,222.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 31,730 | $553.9 萬 | 0.7% | −493−1.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,504 | $543.5 萬 | 0.7% | −444−2.3% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 12,881 | $521.9 萬 | 0.7% | −584−4.3% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 34,598 | $448.8 萬 | 0.6% | −909−2.6% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 65,402 | $431.1 萬 | 0.5% | +758+1.2% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 27,020 | $379.5 萬 | 0.5% | −1,268−4.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,495 | $343.8 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 160,000 | $323.2 萬 | 0.4% | −45,000−22.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,315 | $312.9 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,802 | $304.3 萬 | 0.4% | −503−2.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 18,318 | $284.5 萬 | 0.4% | +2,110+13.0% | 加碼 | 歷史 |
| CICigna Group | Stock | 9,692 | $279.4 萬 | 0.4% | +4,000+70.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,598 | $270.7 萬 | 0.3% | −130−0.9% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 15,542 | $173.2 萬 | 0.2% | −343−2.2% | 減碼 | – |
| CATCaterpillar Inc | Stock | 3,486 | $166.3 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 14,551 | $160.9 萬 | 0.2% | −203−1.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,614 | $160.1 萬 | 0.2% | −4−0.2% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18,655 | $154.8 萬 | 0.2% | −326−1.7% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,447 | $152.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,894 | $145.9 萬 | 0.2% | −105−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,331 | $142.1 萬 | 0.2% | −575−11.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,381 | $136.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,550 | $135.3 萬 | 0.2% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 1,149 | $133.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,211 | $122.4 萬 | 0.2% | −252−2.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,265 | $109.9 萬 | 0.1% | −9−0.2% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 34,256 | $108.3 萬 | 0.1% | −1,773−4.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 4,385 | $106.8 萬 | 0.1% | +70+1.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,818 | $106.6 萬 | 0.1% | +12+0.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,180 | $101.9 萬 | 0.1% | −407−1.7% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 10,288 | $99.2 萬 | 0.1% | −165−1.6% | 減碼 | – |
| GEGeneral Electric Co | Stock | 3,285 | $98.8 萬 | 0.1% | +305+10.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 39,684 | $98.0 萬 | 0.1% | −149−0.4% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 20,913 | $96.7 萬 | 0.1% | −944−4.3% | 減碼 | – |
| DKSDick's Sporting Goods, Inc. | Stock | 4,193 | $93.2 萬 | 0.1% | −12−0.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,775 | $91.6 萬 | 0.1% | −49−1.7% | 減碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 4,500 | $91.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,051 | $91.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,922 | $90.0 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,749 | $87.9 萬 | 0.1% | +10+0.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,086 | $86.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,770 | $84.9 萬 | 0.1% | −10−0.6% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,366 | $84.0 萬 | 0.1% | +293+27.3% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 6,100 | $81.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HOLXHologic Inc | COM | 12,000 | $81.0 萬 | 0.1% | −19,850−62.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,730 | $79.2 萬 | 0.1% | +77+1.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,566 | $78.7 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| BPBP PLC | ADR | 21,792 | $75.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 1,985 | $74.3 萬 | 0.1% | −40−2.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,412 | $69.1 萬 | 0.1% | +8+0.1% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 21,852 | $68.3 萬 | 0.1% | −477−2.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,568 | $66.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,774 | $65.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,062 | $64.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,632 | $63.8 萬 | 0.1% | −114−1.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,116 | $63.4 萬 | 0.1% | +2,010+181.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,740 | $63.4 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,534 | $63.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 1,500 | $62.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,957 | $61.9 萬 | 0.1% | +5+0.2% | 加碼 | – |
| CASYCaseys General Stores Inc | COM | 1,050 | $59.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INGRIngredion Inc | COM | 4,625 | $56.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 4,000 | $53.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,503 | $53.4 萬 | 0.1% | +65+4.5% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,596 | $53.1 萬 | 0.1% | −15−0.9% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,878 | $53.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 2,765 | $52.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 30,083 | $51.6 萬 | 0.1% | −684−2.2% | 減碼 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $51.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（5 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 2,455 | $66.9 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,314 | $50.8 萬 | 0.1% | 歷史 |
| STRKStrategy Inc | SERIES A PERP PF | 2,160 | $26.1 萬 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,127 | $21.1 萬 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 12,946 | $11.6 萬 | <0.1% | 歷史 |