King Wealth
- SEC CIK
- 0001568235
- 最新申報
- 2026/8/5
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/5 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 176
- 較 2026 年第 1 季 +18
- 總值
- $9.14 億
- 較 2026 年第 1 季 +$1.15 億 (+14.3%)
| 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 | 175,250 | $1.31 億 | 14.4% | +3,281+1.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,537 | $8,876 萬 | 9.7% | +327+0.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 80,417 | $6,005 萬 | 6.6% | −796−1.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 215,020 | $4,302 萬 | 4.7% | −1,313−0.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 114,619 | $4,276 萬 | 4.7% | −758−0.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 147,101 | $4,257 萬 | 4.7% | −1,728−1.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 416,594 | $3,212 萬 | 3.5% | +5,975+1.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 208,614 | $3,094 萬 | 3.4% | +2,481+1.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 79,070 | $2,826 萬 | 3.1% | +199+0.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 80,935 | $2,649 萬 | 2.9% | +50+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 72,465 | $2,486 萬 | 2.7% | −189−0.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 26,760 | $2,042 萬 | 2.2% | −272−1.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 85,521 | $2,038 萬 | 2.2% | +78+0.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 15,845 | $1,550 萬 | 1.7% | +104+0.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 136,003 | $1,540 萬 | 1.7% | −410.0% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 90,142 | $1,481 萬 | 1.6% | −133−0.1% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 51,730 | $1,477 萬 | 1.6% | −586−1.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 24,284 | $1,368 萬 | 1.5% | +349+1.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 13,668 | $1,279 萬 | 1.4% | +224+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 48,725 | $1,062 萬 | 1.2% | +1,445+3.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 7,913 | $949.1 萬 | 1.0% | +477+6.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 16,954 | $863.7 萬 | 0.9% | +34+0.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 87,962 | $849.5 萬 | 0.9% | +3,292+3.9% | 加碼 | – |
| MAMastercard Inc | Stock | 16,207 | $832.4 萬 | 0.9% | −386−2.3% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 15,804 | $825.6 萬 | 0.9% | −292−1.8% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 16,508 | $810.8 萬 | 0.9% | +761+4.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 131,503 | $698.4 萬 | 0.8% | −2,006−1.5% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 23,436 | $633.5 萬 | 0.7% | −1,325−5.4% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 70,623 | $585.0 萬 | 0.6% | +2,303+3.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 29,209 | $577.2 萬 | 0.6% | −600−2.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 69,724 | $561.8 萬 | 0.6% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| PLTRPalantir Technologies Inc. | Stock | 45,563 | $531.6 萬 | 0.6% | +265+0.6% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 32,843 | $485.2 萬 | 0.5% | −583−1.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 11,126 | $468.0 萬 | 0.5% | +1,984+21.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,346 | $442.2 萬 | 0.5% | +374+1.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 24,055 | $398.7 萬 | 0.4% | +1,254+5.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,202 | $386.1 萬 | 0.4% | −116−0.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,593 | $382.7 萬 | 0.4% | +56+1.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,248 | $361.4 萬 | 0.4% | −579−5.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 25,917 | $350.9 萬 | 0.4% | −587−2.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 47,560 | $339.6 萬 | 0.4% | +6,961+17.1% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 100,000 | $338.8 萬 | 0.4% | −10,000−9.1% | 減碼 | 歷史 |
| CICigna Group | Stock | 11,272 | $310.7 萬 | 0.3% | +4,805+74.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,453 | $299.9 萬 | 0.3% | −90−0.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,728 | $247.8 萬 | 0.3% | +3,820+131.4% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,934 | $227.2 萬 | 0.2% | +36+1.9% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 4,150 | $224.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 18,365 | $216.1 萬 | 0.2% | +41+0.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,957 | $189.9 萬 | 0.2% | −6,635−33.9% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 13,254 | $181.2 萬 | 0.2% | −182−1.4% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,083 | $179.1 萬 | 0.2% | +20+0.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,580 | $177.2 萬 | 0.2% | −35−1.3% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,512 | $177.1 萬 | 0.2% | +50+0.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,437 | $164.2 萬 | 0.2% | −474−12.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,381 | $163.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 19,569 | $160.7 萬 | 0.2% | −219−1.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,326 | $160.1 萬 | 0.2% | −17−0.4% | 減碼 | – |
| BSXBoston Scientific Corp | Stock | 36,514 | $155.8 萬 | 0.2% | +29,514+421.6% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,656 | $148.9 萬 | 0.2% | −655−4.6% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,550 | $148.7 萬 | 0.2% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 3,819 | $142.7 萬 | 0.2% | +66+1.8% | 加碼 | 歷史 |
| PRKPark National Corp | COM | 7,588 | $138.9 萬 | 0.2% | +7,588 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,702 | $130.8 萬 | 0.1% | +17+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,526 | $126.4 萬 | 0.1% | +22+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,032 | $122.3 萬 | 0.1% | −61−1.2% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,843 | $117.2 萬 | 0.1% | +65+0.6% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 30,203 | $111.0 萬 | 0.1% | +51+0.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 961 | $110.9 萬 | 0.1% | −22−2.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,149 | $110.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 4,316 | $110.2 萬 | 0.1% | +21+0.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,084 | $109.6 萬 | 0.1% | +17+1.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,786 | $105.3 萬 | 0.1% | +74+2.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 20,528 | $104.0 萬 | 0.1% | +20,528 | 新進 | – |
| ABTAbbott Laboratories | Stock | 11,432 | $103.7 萬 | 0.1% | −172−1.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,948 | $102.1 萬 | 0.1% | +53+0.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,628 | $94.7 萬 | 0.1% | −60−0.8% | 減碼依 4 比 1 拆股換算 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 9,980 | $94.4 萬 | 0.1% | −305−3.0% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 30,906 | $94.2 萬 | 0.1% | −348−1.1% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 21,975 | $93.0 萬 | 0.1% | −20−0.1% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 4,099 | $93.0 萬 | 0.1% | −82−2.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,810 | $91.3 萬 | 0.1% | +70+1.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,492 | $90.4 萬 | 0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| ETNEaton Corp plc | Stock | 2,115 | $90.1 萬 | 0.1% | +100+5.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 36,043 | $87.6 萬 | 0.1% | −609−1.7% | 減碼 | – |
| THCTenet Healthcare Corp | COM NEW | 4,500 | $84.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,050 | $83.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 10,214 | $83.0 萬 | 0.1% | +39+0.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,632 | $82.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 17,686 | $80.5 萬 | 0.1% | −1,671−8.6% | 減碼 | – |
| BPBP PLC | ADR | 21,759 | $80.4 萬 | 0.1% | +159+0.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,588 | $80.0 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,975 | $73.3 萬 | 0.1% | +5+0.2% | 加碼 | – |
| VLOValero Energy Corp | Stock | 2,742 | $71.4 萬 | 0.1% | +200+7.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,537 | $68.7 萬 | 0.1% | +15+0.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,709 | $68.2 萬 | 0.1% | +17+0.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 817 | $59.0 萬 | 0.1% | +6+0.7% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,102 | $59.0 萬 | 0.1% | 00.0% | 不變 | – |
| AWRAmerican States Water Co | COM | 7,000 | $57.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 289 | $57.5 萬 | 0.1% | +13+4.7% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 29,736 | $56.9 萬 | 0.1% | +500+1.7% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。