IHT Wealth Management, LLC
- SEC CIK
- 0001697490
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 1,143
- 較 2024 年第 2 季 +120
- 總值
- $35.2 億
- 較 2024 年第 2 季 +$8.44 億 (+31.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 591,583 | $1.37 億 | 3.9% | +200,209+51.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 267,180 | $1.30 億 | 3.7% | +79,644+42.5% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 1,905,593 | $9,570 萬 | 2.7% | +225,526+13.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 625,609 | $7,549 萬 | 2.1% | +79,606+14.6% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 291,946 | $6,407 萬 | 1.8% | +172,626+144.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 138,242 | $5,924 萬 | 1.7% | +30,380+28.2% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 601,438 | $5,908 萬 | 1.7% | +186,668+45.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 102,513 | $5,875 萬 | 1.7% | +19,949+24.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 789,976 | $5,332 萬 | 1.5% | −23,235−2.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 918,498 | $4,855 萬 | 1.4% | +96,168+11.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 80,157 | $4,613 萬 | 1.3% | +22,074+38.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 1,526,832 | $4,563 萬 | 1.3% | +193,702+14.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 242,035 | $4,508 萬 | 1.3% | +40,470+20.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 489,963 | $4,061 萬 | 1.2% | +26,604+5.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 207,658 | $3,721 萬 | 1.1% | +44,790+27.5% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 313,249 | $3,541 萬 | 1.0% | +168,005+115.7% | 加碼 | – |
| Strategy Shs86280R803 | DAY HAGAN SMART | 842,235 | $3,493 萬 | 1.0% | +289,503+52.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 52,681 | $3,023 萬 | 0.9% | +17,849+51.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 128,543 | $2,899 萬 | 0.8% | +7,816+6.5% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 1,080,829 | $2,825 萬 | 0.8% | +272,442+33.7% | 加碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 601,561 | $2,795 萬 | 0.8% | +197,511+48.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 698,259 | $2,621 萬 | 0.7% | −221,911−24.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 83,686 | $2,363 萬 | 0.7% | +26,605+46.6% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 228,727 | $2,176 萬 | 0.6% | +19,258+9.2% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 133,679 | $2,057 萬 | 0.6% | +39,131+41.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 382,109 | $2,024 萬 | 0.6% | +46,037+13.7% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 377,596 | $2,021 萬 | 0.6% | +294,843+356.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 43,252 | $1,989 萬 | 0.6% | +6,865+18.9% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 146,238 | $1,981 萬 | 0.6% | +48,075+49.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 116,148 | $1,947 萬 | 0.6% | +31,669+37.5% | 加碼 | 歷史 |
| WisdomTree Tr97717W125 | FUTRE STRAT FD | 544,962 | $1,936 萬 | 0.5% | +3,927+0.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 49,696 | $1,856 萬 | 0.5% | +18,032+56.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 393,702 | $1,791 萬 | 0.5% | +8,246+2.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 175,856 | $1,781 萬 | 0.5% | +13,273+8.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 70,841 | $1,727 萬 | 0.5% | +17,219+32.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 203,012 | $1,714 萬 | 0.5% | +41,815+25.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 19,177 | $1,698 萬 | 0.5% | −27,255−58.7% | 減碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 288,870 | $1,670 萬 | 0.5% | +92,279+46.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 31,632 | $1,666 萬 | 0.5% | +6,254+24.6% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 109,932 | $1,666 萬 | 0.5% | +25,374+30.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 159,146 | $1,647 萬 | 0.5% | +73,628+86.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 98,287 | $1,633 萬 | 0.5% | +13,209+15.5% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 247,577 | $1,471 萬 | 0.4% | +45,427+22.5% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 157,020 | $1,439 萬 | 0.4% | +81,456+107.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 72,708 | $1,435 萬 | 0.4% | +15,284+26.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 67,797 | $1,426 萬 | 0.4% | +13,809+25.6% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 131,994 | $1,421 萬 | 0.4% | +39,473+42.7% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 176,486 | $1,388 萬 | 0.4% | +90,644+105.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 170,398 | $1,377 萬 | 0.4% | +25,062+17.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 79,384 | $1,374 萬 | 0.4% | +22,230+38.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 33,578 | $1,364 萬 | 0.4% | +9,152+37.5% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 68,479 | $1,350 萬 | 0.4% | +28,670+72.0% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 228,215 | $1,313 萬 | 0.4% | +197,777+649.8% | 加碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 127,873 | $1,259 萬 | 0.4% | +60,850+90.8% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 302,575 | $1,244 萬 | 0.4% | +48,238+19.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 71,274 | $1,226 萬 | 0.3% | +3,784+5.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 259,116 | $1,173 萬 | 0.3% | +103,513+66.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 64,527 | $1,160 萬 | 0.3% | −4,396−6.4% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 123,940 | $1,131 萬 | 0.3% | +35,879+40.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 42,640 | $1,111 萬 | 0.3% | +4,663+12.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 131,842 | $1,099 萬 | 0.3% | +64,538+95.9% | 加碼 | – |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 159,274 | $1,088 萬 | 0.3% | −3,663−2.2% | 減碼 | – |
| VVisa Inc. | Stock | 39,382 | $1,085 萬 | 0.3% | +5,810+17.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 76,315 | $1,084 萬 | 0.3% | −1,529−2.0% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 209,952 | $1,065 萬 | 0.3% | +883+0.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 27,423 | $1,052 萬 | 0.3% | +749+2.8% | 加碼 | – |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 199,975 | $1,004 萬 | 0.3% | +132,160+194.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 50,000 | $988.5 萬 | 0.3% | +14,287+40.0% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 39,779 | $968.0 萬 | 0.3% | +11,997+43.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 59,683 | $967.0 萬 | 0.3% | +16,297+37.6% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 115,366 | $956.4 萬 | 0.3% | +35,890+45.2% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 71,988 | $949.4 萬 | 0.3% | +3,351+4.9% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 126,384 | $943.7 萬 | 0.3% | −1,940−1.5% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 10,559 | $935.8 萬 | 0.3% | +823+8.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 30,100 | $915.4 萬 | 0.3% | +4,884+19.4% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 76,672 | $902.2 萬 | 0.3% | +12,368+19.2% | 加碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 216,574 | $898.2 萬 | 0.3% | −6,727−3.0% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 51,190 | $892.9 萬 | 0.3% | +15,882+45.0% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 489,818 | $883.0 萬 | 0.3% | −35,696−6.8% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 43,920 | $882.9 萬 | 0.3% | +1,681+4.0% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 237,373 | $862.7 萬 | 0.2% | +43,168+22.2% | 加碼 | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 161,895 | $836.8 萬 | 0.2% | −53,419−24.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 107,396 | $836.1 萬 | 0.2% | +31,291+41.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 69,562 | $819.5 萬 | 0.2% | +8,446+13.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 98,481 | $819.4 萬 | 0.2% | +1,679+1.7% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 197,456 | $817.0 萬 | 0.2% | +50,676+34.5% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 280,424 | $814.9 萬 | 0.2% | +36,892+15.1% | 加碼 | – |
| Harbor ETF Trust41151J406 | LONG TERM GROWER | 310,252 | $794.6 萬 | 0.2% | +292,940+1,692.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 77,462 | $794.4 萬 | 0.2% | +3,470+4.7% | 加碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 72,759 | $793.0 萬 | 0.2% | +33,727+86.4% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 172,996 | $787.0 萬 | 0.2% | −47,685−21.6% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 85,444 | $772.4 萬 | 0.2% | −49,694−36.8% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 108,662 | $761.3 萬 | 0.2% | +4,282+4.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 324,903 | $751.3 萬 | 0.2% | +145,398+81.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 319,131 | $748.7 萬 | 0.2% | +142,847+81.0% | 加碼 | – |
| CVXChevron Corp | Stock | 49,663 | $734.5 萬 | 0.2% | +10,820+27.9% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 117,178 | $729.1 萬 | 0.2% | +36,934+46.0% | 加碼 | – |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 84,580 | $697.1 萬 | 0.2% | +84,580 | 新進 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 71,522 | $692.3 萬 | 0.2% | +14,961+26.5% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 75,144 | $682.3 萬 | 0.2% | +13,305+21.5% | 加碼 | – |
2024 年第 2 季之後清倉（52 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Global X FDS37954Y236 | DATA CTR DIG ETF | 120,811 | $181.9 萬 | 0.1% | – |
| SPPPSprott Physical Platinum & Palladium Trust | PHYSICAL PLATINU | 117,980 | $115.3 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 29,108 | $108.5 萬 | <0.1% | – |
| iShares Tr464288851 | US OIL GS EX ETF | 10,222 | $101.7 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 8,294 | $85.2 萬 | <0.1% | – |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 13,500 | $72.5 萬 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 12,259 | $72.2 萬 | <0.1% | – |
| Invesco Dynamic46137Y872 | ETP | 19,436 | $62.1 萬 | <0.1% | – |
| TCMDTactile Systems Technology Inc | COM | 49,306 | $58.9 萬 | <0.1% | 歷史 |
| PTVEPactiv Evergreen Inc. | COM | 51,724 | $58.6 萬 | <0.1% | 歷史 |
| GCTGigaCloud Technology Inc | Stock | 16,982 | $51.7 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 19,231 | $46.8 萬 | <0.1% | – |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 37,315 | $45.4 萬 | <0.1% | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 6,973 | $43.8 萬 | <0.1% | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 12,430 | $39.7 萬 | <0.1% | – |
| RDNTRadNet, Inc. | COM | 6,300 | $37.1 萬 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 6,427 | $36.8 萬 | <0.1% | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,456 | $34.8 萬 | <0.1% | – |
| Global X FDS37960A735 | GBL X BLOCKCHAIN | 6,162 | $31.4 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 6,484 | $29.6 萬 | <0.1% | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 5,464 | $29.5 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V761 | ENERG EXPL ETF | 8,500 | $28.1 萬 | <0.1% | – |
| Legg Mason ETF Invt52468L406 | FRANKLIN US LOW | 7,527 | $27.0 萬 | <0.1% | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 2,327 | $26.3 萬 | <0.1% | – |
| HUBSHubSpot Inc | COM | 424 | $25.0 萬 | <0.1% | 歷史 |
| BSYBentley Systems Inc | COM CL B | 4,986 | $24.6 萬 | <0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 4,190 | $23.9 萬 | <0.1% | 歷史 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 28,800 | $23.8 萬 | <0.1% | – |
| BIIBBiogen Inc. | COM | 1,021 | $23.7 萬 | <0.1% | 歷史 |
| Global X FDS37950E416 | SOCIAL MED ETF | 5,508 | $23.3 萬 | <0.1% | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 9,641 | $23.1 萬 | <0.1% | – |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 8,421 | $22.3 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 8,468 | $22.3 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 7,264 | $22.1 萬 | <0.1% | – |
| FMCFMC Corp | COM NEW | 3,838 | $22.1 萬 | <0.1% | 歷史 |
| NTRANatera, Inc. | COM | 2,030 | $22.0 萬 | <0.1% | 歷史 |
| HALHalliburton Co | Stock | 6,456 | $21.8 萬 | <0.1% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 6,987 | $21.5 萬 | <0.1% | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 7,080 | $20.9 萬 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 6,932 | $20.1 萬 | <0.1% | 歷史 |
| Axs 1.25X Nvda Bear Daily ETF46144X370 | ETF | 5,000 | $20.1 萬 | <0.1% | – |
| KRNTKornit Digital Ltd. | SHS | 10,525 | $15.4 萬 | <0.1% | 歷史 |
| TPVGTriplePoint Venture Growth BDC Corp. | COM | 16,117 | $12.9 萬 | <0.1% | 歷史 |
| MQMarqeta, Inc. | CLASS A COM | 14,522 | $7.96 萬 | <0.1% | 歷史 |
| NIONIO Inc. | ADR | 10,947 | $4.55 萬 | <0.1% | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 14,117 | $4.55 萬 | <0.1% | – |
| Advisorshares Tr00768Y495 | PURE CANNABIS | 12,846 | $4.33 萬 | <0.1% | – |
| FAXAbrdn Asia-Pacific Income Fund, Inc. | COM | 10,879 | $2.92 萬 | <0.1% | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 13,051 | $2.17 萬 | <0.1% | 歷史 |
| FPAYFlexShopper, Inc. | COM NEW | 14,000 | $1.79 萬 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 15,916 | $1.75 萬 | <0.1% | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 14,820 | $4,954 | <0.1% | 歷史 |