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 |
|---|---|---|---|---|---|---|---|
| HRTXHeron Therapeutics, Inc. | COM | 32,799 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 12,700 | $2.70 萬 | <0.1% | +800+6.7% | 加碼 | 歷史 |
| LQMTLiquidmetal Technologies Inc | Common Stock | 250,000 | $5.00 萬 | <0.1% | +250,000 | 新進 | 歷史 |
| GSOLGrayscale Solana Staking ETF | COM | 20,000 | $11.1 萬 | <0.1% | +10,000+100.0% | 加碼 | 歷史 |
| IHSIHS Holding Ltd | ORD SHS | 14,710 | $12.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TUTelus Corp | COM | 14,670 | $15.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SCTSFScottie Resources Corp. | ADR | 116,000 | $16.2 萬 | <0.1% | +116,000 | 新進 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 15,000 | $17.8 萬 | <0.1% | +5,000+50.0% | 加碼 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 11,981 | $18.6 萬 | <0.1% | −196−1.6% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,723 | $20.2 萬 | <0.1% | +1,723 | 新進 | – |
| EMREmerson Electric Co | Stock | 1,453 | $20.8 萬 | <0.1% | +1,453 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 10,094 | $20.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 2,000 | $21.3 萬 | <0.1% | +2,000 | 新進 | 歷史 |
| TTETotalEnergies SE | ACT | 2,770 | $21.5 萬 | <0.1% | +2,770 | 新進 | 歷史 |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 21,000 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 626 | $22.2 萬 | <0.1% | +4+0.6% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 690 | $22.8 萬 | <0.1% | +690 | 新進 | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,000 | $22.9 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,978 | $23.2 萬 | <0.1% | −28−1.4% | 減碼 | – |
| AROWArrow Financial Corp | COM | 5,718 | $23.4 萬 | <0.1% | +5,718 | 新進 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 4,619 | $23.7 萬 | <0.1% | +4,619 | 新進 | – |
| GILDGilead Sciences, Inc. | Stock | 1,885 | $23.8 萬 | <0.1% | +160+9.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 672 | $25.0 萬 | <0.1% | 00.0% | 不變 | – |
| WPCW. P. Carey Inc. | COM | 3,495 | $25.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 1,130 | $25.2 萬 | <0.1% | +1,130 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 754 | $25.5 萬 | <0.1% | +35+4.9% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 11,548 | $25.7 萬 | <0.1% | +11,548 | 新進 | – |
| VRTVertiv Holdings Co | COM CL A | 769 | $25.7 萬 | <0.1% | +769 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,475 | $27.1 萬 | <0.1% | −92−3.6% | 減碼 | – |
| BACBank of America Corp | Stock | 4,832 | $27.5 萬 | <0.1% | +546+12.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,858 | $27.5 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 686 | $28.1 萬 | <0.1% | 00.0% | 不變 | – |
| KEYSKeysight Technologies, Inc. | Stock | 810 | $28.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 6,842 | $28.7 萬 | <0.1% | +12+0.2% | 加碼 | – |
| VMIValmont Industries Inc | COM | 500 | $28.9 萬 | <0.1% | +500 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,356 | $29.4 萬 | <0.1% | +18+1.3% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,262 | $31.3 萬 | <0.1% | +194+18.2% | 加碼 | 歷史 |
| KEYKeycorp | COM | 13,853 | $31.9 萬 | <0.1% | +781+6.0% | 加碼 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 1,537 | $34.0 萬 | <0.1% | +1,537 | 新進 | 歷史 |
| HONHoneywell International Inc | Stock | 1,537 | $34.4 萬 | <0.1% | +1,537 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 3,389 | $35.2 萬 | <0.1% | +541+19.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,718 | $35.6 萬 | <0.1% | +75+2.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,548 | $37.5 萬 | <0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 1,130 | $38.5 萬 | <0.1% | −496−30.5% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,280 | $38.8 萬 | <0.1% | −223−4.1% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,843 | $39.4 萬 | <0.1% | +31+0.5% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,037 | $40.1 萬 | <0.1% | −9−0.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,598 | $40.4 萬 | <0.1% | +30+0.7% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,950 | $40.8 萬 | <0.1% | +79+4.2% | 加碼 | 歷史 |
| TRSTTrustco Bank Corp N Y | COM NEW | 7,594 | $41.7 萬 | <0.1% | +4+0.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,545 | $42.2 萬 | <0.1% | +3,545 | 新進 | – |
| AMGNAmgen Inc | Stock | 1,179 | $42.7 萬 | <0.1% | +3+0.3% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 596 | $42.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,836 | $43.2 萬 | <0.1% | 00.0% | 不變 | – |
| INGRIngredion Inc | COM | 4,625 | $43.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,512 | $44.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 13,034 | $45.4 萬 | <0.1% | +500+4.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,899 | $45.8 萬 | 0.1% | +98+2.6% | 加碼 | 歷史 |
| STLAStellantis N.V. | SHS | 80,000 | $45.9 萬 | 0.1% | +10,000+14.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 19,427 | $46.8 萬 | 0.1% | +206+1.1% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,426 | $46.9 萬 | 0.1% | +35+1.0% | 加碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 10,000 | $47.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,782 | $48.8 萬 | 0.1% | +140+2.1% | 加碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 4,000 | $49.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 6,258 | $49.7 萬 | 0.1% | −43−0.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,202 | $50.3 萬 | 0.1% | +19+1.6% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 3,251 | $50.9 萬 | 0.1% | +51+1.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,785 | $51.5 萬 | 0.1% | −3,945−58.6% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,802 | $53.0 萬 | 0.1% | +282+6.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,907 | $53.6 萬 | 0.1% | +14+0.7% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,482 | $54.2 萬 | 0.1% | −88−5.6% | 減碼 | – |
| INTCIntel Corp | Stock | 3,911 | $54.6 萬 | 0.1% | +3,911 | 新進 | 歷史 |
| MTBM&T Bank Corp | COM | 2,299 | $54.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,892 | $55.1 萬 | 0.1% | +294+11.3% | 加碼 | – |
| DRIDarden Restaurants Inc | COM | 2,731 | $56.3 萬 | 0.1% | −34−1.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 3,189 | $56.3 萬 | 0.1% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 29,736 | $56.9 萬 | 0.1% | +500+1.7% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 289 | $57.5 萬 | 0.1% | +13+4.7% | 加碼 | 歷史 |
| AWRAmerican States Water Co | COM | 7,000 | $57.8 萬 | 0.1% | 00.0% | 不變 | 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 | – |
| ABBVAbbVie Inc. | Stock | 2,709 | $68.2 萬 | 0.1% | +17+0.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,537 | $68.7 萬 | 0.1% | +15+0.3% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 2,742 | $71.4 萬 | 0.1% | +200+7.9% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,975 | $73.3 萬 | 0.1% | +5+0.2% | 加碼 | – |
| WMWaste Management Inc | Stock | 3,588 | $80.0 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| BPBP PLC | ADR | 21,759 | $80.4 萬 | 0.1% | +159+0.7% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 17,686 | $80.5 萬 | 0.1% | −1,671−8.6% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 7,632 | $82.0 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 |
| CASYCaseys General Stores Inc | COM | 1,050 | $83.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 4,500 | $84.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 36,043 | $87.6 萬 | 0.1% | −609−1.7% | 減碼 | – |
| ETNEaton Corp plc | Stock | 2,115 | $90.1 萬 | 0.1% | +100+5.0% | 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 | – |
| RTXRTX Corp | Stock | 4,810 | $91.3 萬 | 0.1% | +70+1.5% | 加碼 | 歷史 |
| 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 |
| iShares Tr464288687 | PFD AND INCM SEC | 30,906 | $94.2 萬 | 0.1% | −348−1.1% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 9,980 | $94.4 萬 | 0.1% | −305−3.0% | 減碼 | – |
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。