King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/9 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 165
- 較 2025 年第 3 季 +5
- 總值
- $8.30 億
- 較 2025 年第 3 季 +$3,381 萬 (+4.2%)
| 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 | 170,844 | $1.17 億 | 14.1% | +2,270+1.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,279 | $7,389 萬 | 8.9% | −388−0.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 112,912 | $5,461 萬 | 6.6% | +1,445+1.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 74,004 | $5,047 萬 | 6.1% | +1,113+1.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 148,243 | $4,030 萬 | 4.9% | +14,350+10.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 215,661 | $4,022 萬 | 4.8% | −1,414−0.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 400,512 | $2,643 萬 | 3.2% | +4,350+1.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 80,399 | $2,591 萬 | 3.1% | +518+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 72,706 | $2,550 萬 | 3.1% | −943−1.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 78,330 | $2,452 萬 | 3.0% | +5,763+7.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 200,726 | $2,412 萬 | 2.9% | +3,219+1.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 76,269 | $1,760 萬 | 2.1% | +3,132+4.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,207 | $1,532 萬 | 1.8% | +454+2.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 136,064 | $1,516 萬 | 1.8% | +3,955+3.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 91,926 | $1,367 萬 | 1.6% | −1,149−1.2% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 15,535 | $1,366 萬 | 1.6% | +266+1.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 27,575 | $1,293 萬 | 1.6% | −26−0.1% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 53,650 | $1,205 萬 | 1.5% | −285−0.5% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 13,308 | $1,148 萬 | 1.4% | +215+1.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 16,725 | $954.8 萬 | 1.2% | −357−2.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 16,732 | $809.3 萬 | 1.0% | −398−2.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,509 | $807.0 萬 | 1.0% | −6,182−45.2% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 44,393 | $789.1 萬 | 1.0% | +1,462+3.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 25,376 | $775.6 萬 | 0.9% | −1,197−4.5% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,079 | $772.7 萬 | 0.9% | −68−0.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 82,621 | $739.1 萬 | 0.9% | +1,442+1.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 38,669 | $738.9 萬 | 0.9% | +6,833+21.5% | 加碼 | – |
| ORCLOracle Corp | Stock | 34,803 | $664.3 萬 | 0.8% | −1,341−3.7% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 132,590 | $592.8 萬 | 0.7% | −4,124−3.0% | 減碼依 2 比 1 拆股換算 | – |
| TTTrane Technologies plc | SHS | 14,644 | $569.9 萬 | 0.7% | +621+4.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 30,389 | $539.0 萬 | 0.6% | −1,341−4.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,947 | $520.9 萬 | 0.6% | −557−3.0% | 減碼 | – |
| CICigna Group | Stock | 16,967 | $467.0 萬 | 0.6% | +7,275+75.1% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 66,638 | $447.9 萬 | 0.5% | +1,236+1.9% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 33,834 | $445.2 萬 | 0.5% | −764−2.2% | 減碼 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 135,000 | $421.3 萬 | 0.5% | −25,000−15.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,806 | $406.2 萬 | 0.5% | −1,075−8.3% | 減碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 148,078 | $389.9 萬 | 0.5% | −76,721−34.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 31,522 | $379.3 萬 | 0.5% | +1,027+3.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 25,737 | $369.4 萬 | 0.4% | −1,283−4.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 37,912 | $355.5 萬 | 0.4% | +33,642+787.9% | 加碼依 10 比 1 拆股換算 | 歷史 |
| CVXChevron Corp | Stock | 20,685 | $315.3 萬 | 0.4% | +2,367+12.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,100 | $312.5 萬 | 0.4% | +502+3.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,319 | $282.4 萬 | 0.3% | +40.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,503 | $279.5 萬 | 0.3% | −299−1.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,455 | $197.9 萬 | 0.2% | −31−0.9% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 14,906 | $164.2 萬 | 0.2% | −636−4.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,598 | $162.9 萬 | 0.2% | −16−0.6% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 13,880 | $157.8 萬 | 0.2% | −671−4.6% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18,338 | $151.9 萬 | 0.2% | −317−1.7% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,462 | $149.5 萬 | 0.2% | +15+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,329 | $145.1 萬 | 0.2% | −20.0% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 11,552 | $144.7 萬 | 0.2% | +658+6.0% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,550 | $138.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,381 | $138.8 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 3,969 | $124.6 萬 | 0.2% | −416−9.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,149 | $123.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,396 | $120.4 萬 | 0.1% | +647+37.0% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,046 | $120.3 萬 | 0.1% | −165−1.4% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,840 | $120.3 萬 | 0.1% | +474+34.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,911 | $118.9 萬 | 0.1% | +93+2.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,896 | $114.8 萬 | 0.1% | +1,393+92.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,603 | $111.0 萬 | 0.1% | +318+9.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,149 | $109.1 萬 | 0.1% | −116−2.2% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 32,760 | $101.4 萬 | 0.1% | −1,496−4.4% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 10,160 | $97.7 萬 | 0.1% | −128−1.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,159 | $97.1 萬 | 0.1% | +108+5.3% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 29,824 | $95.6 萬 | 0.1% | +7,972+36.5% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 20,529 | $94.5 萬 | 0.1% | −384−1.8% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,067 | $93.8 萬 | 0.1% | −19−1.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,703 | $93.6 萬 | 0.1% | −72−2.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,922 | $91.0 萬 | 0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 22,030 | $89.7 萬 | 0.1% | −1,150−5.0% | 減碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 4,500 | $89.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APOApollo Global Management, Inc. | COM | 6,100 | $88.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 35,978 | $87.5 萬 | 0.1% | −3,706−9.3% | 減碼 | – |
| RTXRTX Corp | Stock | 4,720 | $86.6 萬 | 0.1% | −10−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,761 | $85.9 萬 | 0.1% | −9−0.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 7,895 | $83.1 萬 | 0.1% | +121+1.6% | 加碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 4,194 | $83.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,593 | $78.9 萬 | 0.1% | +27+0.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,632 | $75.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 21,600 | $75.0 萬 | 0.1% | −192−0.9% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 1,500 | $73.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 10,175 | $71.1 萬 | 0.1% | −237−2.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,548 | $69.9 萬 | 0.1% | −20−0.4% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 4,000 | $68.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,053 | $65.4 萬 | 0.1% | +36+1.2% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,015 | $64.2 萬 | 0.1% | +30+1.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,664 | $62.7 萬 | 0.1% | +1,060+40.7% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,964 | $62.0 萬 | 0.1% | +7+0.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,669 | $61.0 萬 | 0.1% | −71−2.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,058 | $59.7 萬 | 0.1% | −4−0.1% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,534 | $58.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,050 | $58.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,126 | $57.6 萬 | 0.1% | +10+0.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,870 | $55.4 萬 | 0.1% | −8−0.4% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,596 | $54.7 萬 | 0.1% | 00.0% | 不變 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 6,301 | $53.8 萬 | 0.1% | +6,301 | 新進 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,101 | $52.3 萬 | 0.1% | −15−0.5% | 減碼 | – |
2025 年第 3 季之後清倉（9 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HOLXHologic Inc | COM | 12,000 | $81.0 萬 | 0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 4,434 | $43.7 萬 | 0.1% | 歷史 |
| AVDLAvadel Pharmaceuticals PLC | Stock | 20,000 | $30.5 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 6,657 | $28.5 萬 | <0.1% | – |
| DXCMDexcom Inc | COM | 4,000 | $26.9 萬 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,994 | $26.8 萬 | <0.1% | – |
| MSTRStrategy Inc | Stock | 654 | $21.1 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 1,634 | $20.7 萬 | <0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 996 | $20.0 萬 | <0.1% | 歷史 |