King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/4 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 158
- 較 2025 年第 4 季 −7
- 總值
- $8.00 億
- 較 2025 年第 4 季 −$2,995 萬 (−3.6%)
| 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 | 171,969 | $1.12 億 | 14.0% | +1,125+0.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,210 | $6,938 萬 | 8.7% | −69−0.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 81,213 | $5,282 萬 | 6.6% | +7,209+9.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 115,377 | $4,271 萬 | 5.3% | +2,465+2.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 148,829 | $3,777 萬 | 4.7% | +586+0.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 216,333 | $3,773 萬 | 4.7% | +672+0.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 410,619 | $2,773 萬 | 3.5% | +10,107+2.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 206,133 | $2,562 萬 | 3.2% | +5,407+2.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 80,885 | $2,379 萬 | 3.0% | +486+0.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 78,871 | $2,268 萬 | 2.8% | +541+0.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 72,654 | $2,196 萬 | 2.7% | −52−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 85,443 | $1,779 萬 | 2.2% | +9,174+12.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 136,044 | $1,691 萬 | 2.1% | −200.0% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 15,741 | $1,409 萬 | 1.8% | +206+1.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,935 | $1,369 萬 | 1.7% | +728+3.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 13,444 | $1,340 萬 | 1.7% | +136+1.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 90,275 | $1,286 萬 | 1.6% | −1,651−1.8% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 52,316 | $1,088 萬 | 1.4% | −1,334−2.5% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 27,032 | $1,055 萬 | 1.3% | −543−2.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 16,920 | $1,023 萬 | 1.3% | +188+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 47,280 | $927.6 萬 | 1.2% | +8,611+22.3% | 加碼 | – |
| MAMastercard Inc | Stock | 16,593 | $829.1 萬 | 1.0% | −132−0.8% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 133,509 | $817.9 萬 | 1.0% | +919+0.7% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 24,761 | $769.6 萬 | 1.0% | −615−2.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 84,670 | $766.5 萬 | 1.0% | +2,049+2.5% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,096 | $745.6 萬 | 0.9% | +17+0.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,436 | $684.0 萬 | 0.9% | −73−1.0% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 45,298 | $662.6 萬 | 0.8% | +905+2.0% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 15,747 | $656.3 萬 | 0.8% | +1,103+7.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 29,809 | $549.3 萬 | 0.7% | −580−1.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 31,972 | $542.4 萬 | 0.7% | +450+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,431 | $500.6 萬 | 0.6% | −516−2.9% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 68,320 | $476.5 萬 | 0.6% | +1,682+2.5% | 加碼 | – |
| CVXChevron Corp | Stock | 22,801 | $471.8 萬 | 0.6% | +2,116+10.2% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 33,426 | $442.9 萬 | 0.6% | −408−1.2% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 26,504 | $411.6 萬 | 0.5% | +767+3.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 40,599 | $390.4 萬 | 0.5% | +2,687+7.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,318 | $374.4 萬 | 0.5% | +218+1.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,827 | $356.1 萬 | 0.4% | −979−8.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,142 | $339.9 萬 | 0.4% | +6,983+323.4% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 110,000 | $331.3 萬 | 0.4% | −25,000−18.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,543 | $296.7 萬 | 0.4% | +1,040+5.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,592 | $288.2 萬 | 0.4% | −15,211−43.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,537 | $250.6 萬 | 0.3% | +82+2.4% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 4,150 | $246.1 萬 | 0.3% | +2,650+176.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,324 | $210.7 萬 | 0.3% | +50.0% | 加碼 | 歷史 |
| CICigna Group | Stock | 6,467 | $172.5 萬 | 0.2% | −10,500−61.9% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,898 | $165.7 萬 | 0.2% | +58+3.2% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 19,788 | $163.4 萬 | 0.2% | +1,450+7.9% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 13,436 | $159.1 萬 | 0.2% | −444−3.2% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,462 | $156.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,615 | $156.3 萬 | 0.2% | +17+0.7% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 14,311 | $156.0 萬 | 0.2% | −595−4.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,381 | $140.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,343 | $139.3 萬 | 0.2% | +14+0.3% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,550 | $138.3 萬 | 0.2% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,911 | $132.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,908 | $125.1 萬 | 0.2% | +12+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,504 | $120.0 萬 | 0.2% | +108+4.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 11,604 | $119.1 萬 | 0.1% | +52+0.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,778 | $116.9 萬 | 0.1% | −268−2.2% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 30,152 | $114.1 萬 | 0.1% | +328+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,093 | $110.6 萬 | 0.1% | −56−1.1% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 1,149 | $110.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,995 | $110.4 萬 | 0.1% | −35−0.2% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,753 | $106.5 萬 | 0.1% | +150+4.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,685 | $105.7 萬 | 0.1% | −284−7.2% | 減碼 | 歷史 |
| BPBP PLC | ADR | 21,600 | $101.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 10,285 | $98.2 萬 | 0.1% | +125+1.2% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 7,895 | $95.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 31,254 | $94.8 萬 | 0.1% | −1,506−4.6% | 減碼 | – |
| RTXRTX Corp | Stock | 4,740 | $91.4 萬 | 0.1% | +20+0.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,067 | $90.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 19,357 | $88.3 萬 | 0.1% | −1,172−5.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 36,652 | $87.9 萬 | 0.1% | +674+1.9% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 6,730 | $86.7 萬 | 0.1% | +3,066+83.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 4,000 | $85.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 4,500 | $84.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,712 | $83.9 萬 | 0.1% | +9+0.3% | 加碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 4,181 | $82.9 萬 | 0.1% | −13−0.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,586 | $82.4 萬 | 0.1% | −7−0.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,922 | $82.0 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 10,175 | $77.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,757 | $76.7 萬 | 0.1% | −4−0.2% | 減碼 | – |
| CASYCaseys General Stores Inc | COM | 1,050 | $76.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,632 | $75.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,522 | $72.2 萬 | 0.1% | −26−0.6% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,015 | $72.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,058 | $69.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 2,542 | $62.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,063 | $62.3 萬 | 0.1% | +10+0.3% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,970 | $61.1 萬 | 0.1% | +6+0.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,692 | $58.5 萬 | 0.1% | +23+0.9% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 6,301 | $58.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 4,295 | $58.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 29,236 | $56.4 萬 | 0.1% | −847−2.8% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 2,765 | $54.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 19,221 | $54.0 萬 | 0.1% | −356−1.8% | 減碼 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $52.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 3,189 | $52.8 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（11 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 148,078 | $389.9 萬 | 0.5% | 歷史 |
| APOApollo Global Management, Inc. | COM | 6,100 | $88.3 萬 | 0.1% | 歷史 |
| FISVFiserv Inc | Stock | 7,232 | $48.6 萬 | 0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,000 | $27.1 萬 | <0.1% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,168 | $25.7 萬 | <0.1% | – |
| LAZLazard, Inc. | COM | 4,500 | $21.9 萬 | <0.1% | 歷史 |
| SAPSAP SE | ADR | 886 | $21.5 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,199 | $21.4 萬 | <0.1% | – |
| ACNAccenture plc | Stock | 765 | $20.5 萬 | <0.1% | 歷史 |
| VMIValmont Industries Inc | COM | 500 | $20.1 萬 | <0.1% | 歷史 |
| LFMDLifeMD, Inc. | COM | 10,000 | $3.40 萬 | <0.1% | 歷史 |