MinichMacGregor Wealth Management, LLC
- SEC CIK
- 0001744318
- 最新申報
- 2026/7/16
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/13 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 94
- 較 2023 年第 1 季 0
- 總值
- $3.20 億
- 較 2023 年第 1 季 +$1,810 萬 (+6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288752 | US HOME CONS ETF | 251,682 | $2,150 萬 | 6.7% | +112,967+81.4% | 加碼 | – |
| iShares Tr464287812 | US CONSM STAPLES | 104,961 | $2,102 萬 | 6.6% | −1,458−1.4% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 250,554 | $1,878 萬 | 5.9% | +212,124+552.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 101,115 | $1,803 萬 | 5.6% | +7,181+7.6% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 350,546 | $1,612 萬 | 5.0% | +154,911+79.2% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 129,440 | $1,186 萬 | 3.7% | −65,021−33.4% | 減碼 | – |
| iShares Tr464288786 | U.S. INSRNCE ETF | 118,121 | $1,038 萬 | 3.2% | −2,575−2.1% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 87,725 | $1,023 萬 | 3.2% | +67+0.1% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 28,393 | $982.1 萬 | 3.1% | +28,393 | 新進 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 80,340 | $887.4 萬 | 2.8% | −200−0.2% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 216,013 | $786.1 萬 | 2.5% | +171,684+387.3% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W606 | IT RT HDG HGYL | 90,896 | $761.5 萬 | 2.4% | +1,032+1.1% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 14,472 | $734.1 萬 | 2.3% | −337−2.3% | 減碼 | – |
| SLViShares Silver Trust | ETF | 328,289 | $685.8 萬 | 2.1% | +328,289 | 新進 | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 49,628 | $660.3 萬 | 2.1% | +47,835+2,667.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 14,557 | $615.8 萬 | 1.9% | +1,841+14.5% | 加碼 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 101,127 | $588.1 萬 | 1.8% | +101,127 | 新進 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | – | $587.2 萬 | 1.8% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,691 | $553.5 萬 | 1.7% | +32,706+44.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 87,483 | $549.5 萬 | 1.7% | −20,733−19.2% | 減碼 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | – | $518.1 萬 | 1.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,426 | $506.5 萬 | 1.6% | +339+3.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 70,986 | $426.6 萬 | 1.3% | −1,630−2.2% | 減碼 | – |
| First Tr Exchange Traded FD33738R811 | NASDQ SEMCNDTR | 58,541 | $416.8 萬 | 1.3% | −1,067−1.8% | 減碼 | – |
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 73,699 | $406.9 萬 | 1.3% | −1,128−1.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 26,929 | $403.0 萬 | 1.3% | −129,467−82.8% | 減碼 | – |
| First Tr Exchange-Traded FD33738R852 | NASDQ FOD BVRG | 147,038 | $385.5 萬 | 1.2% | −2,472−1.7% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 47,529 | $385.4 萬 | 1.2% | +64+0.1% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 23,157 | $377.4 萬 | 1.2% | +23,157 | 新進 | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 9,791 | $362.0 萬 | 1.1% | +2,926+42.6% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 46,569 | $352.0 萬 | 1.1% | +7,087+17.9% | 加碼 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 16,833 | $346.0 萬 | 1.1% | −287−1.7% | 減碼 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 35,655 | $325.1 萬 | 1.0% | +3,833+12.0% | 加碼 | – |
| KLACKLA Corp | COM NEW | 6,530 | $316.7 萬 | 1.0% | +351+5.7% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 17,218 | $316.3 萬 | 1.0% | +3,201+22.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 23,313 | $314.1 萬 | 1.0% | +4,974+27.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 13,315 | $312.3 萬 | 1.0% | +855+6.9% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 13,869 | $306.6 萬 | 1.0% | +3,980+40.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 15,103 | $292.9 萬 | 0.9% | −135−0.9% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 19,245 | $282.7 萬 | 0.9% | +19,245 | 新進 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 28,187 | $281.2 萬 | 0.9% | −44,727−61.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,827 | $266.6 萬 | 0.8% | −515−6.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,054 | $232.7 萬 | 0.7% | −23−0.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,304 | $191.8 萬 | 0.6% | +4,304 | 新進 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 55,649 | $187.9 萬 | 0.6% | +55,649 | 新進 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 18,482 | $175.3 萬 | 0.5% | +6,053+48.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,587 | $124.4 萬 | 0.4% | −91−3.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,082 | $118.4 萬 | 0.4% | −111−1.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,267 | $111.7 萬 | 0.3% | −19−0.4% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 9,621 | $109.0 萬 | 0.3% | −62,091−86.6% | 減碼 | – |
| GIBCgi Inc | CL A | 8,714 | $91.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 7,996 | $87.8 萬 | 0.3% | +250+3.2% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 20,814 | $80.3 萬 | 0.3% | +20,814 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,007 | $74.1 萬 | 0.2% | +182+10.0% | 加碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 3,270 | $73.9 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,742 | $69.0 萬 | 0.2% | −135−2.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,304 | $67.6 萬 | 0.2% | −483−7.1% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 14,217 | $66.7 萬 | 0.2% | −581−3.9% | 減碼 | – |
| CVXChevron Corp | Stock | 3,155 | $49.6 萬 | 0.2% | −68−2.1% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,943 | $47.6 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 2,805 | $46.4 萬 | 0.1% | −190−6.3% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 11,535 | $46.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 60,000 | $42.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 3,804 | $40.3 萬 | 0.1% | +15+0.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V779 | BLDG CONSTR ETF | 7,235 | $39.3 萬 | 0.1% | +77+1.1% | 加碼 | – |
| iShares Tr464288794 | US BR DEL SE ETF | 4,106 | $37.3 萬 | 0.1% | −81,820−95.2% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 2,981 | $34.4 萬 | 0.1% | −9−0.3% | 減碼 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 132,871 | $33.6 萬 | 0.1% | +75+0.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 5,951 | $33.6 萬 | 0.1% | −2,149−26.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 3,966 | $33.5 萬 | 0.1% | −40−1.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V647 | SEMICONDUCTORS | 2,429 | $33.2 萬 | 0.1% | +2,429 | 新進 | – |
| WMTWalmart Inc. | Stock | 2,079 | $32.7 萬 | 0.1% | +106+5.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V704 | DORSEY WRGT BASC | 3,740 | $32.1 萬 | 0.1% | +8+0.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,655 | $31.8 萬 | 0.1% | −8−0.3% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V753 | FOOD & BEVERAGE | 6,979 | $31.7 萬 | 0.1% | −91−1.3% | 減碼 | – |
| BSXBoston Scientific Corp | Stock | 5,852 | $31.7 萬 | 0.1% | −1,128−16.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 3,756 | $29.1 萬 | 0.1% | −60,239−94.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E586 | KBW PPTY CASUT | 3,556 | $29.1 萬 | 0.1% | −17−0.5% | 減碼 | – |
| GSKGSK plc | ADR | 7,365 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 2,035 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,149 | $24.5 萬 | 0.1% | −172−7.4% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,134 | $24.0 萬 | 0.1% | −17−1.5% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 4,480 | $23.6 萬 | 0.1% | −579−11.4% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 487 | $22.8 萬 | 0.1% | +487 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 513 | $22.7 萬 | 0.1% | +513 | 新進 | – |
| PFEPfizer Inc | Stock | 6,146 | $22.5 萬 | 0.1% | −543−8.1% | 減碼 | 歷史 |
| ITGartner Inc | COM | 630 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 2,242 | $22.0 萬 | 0.1% | −60−2.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 406 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 2,575 | $20.9 萬 | 0.1% | −27−1.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,354 | $20.5 萬 | 0.1% | −324−19.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 593 | $20.2 萬 | 0.1% | −83−12.3% | 減碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 17,988 | $18.7 萬 | 0.1% | −128−0.7% | 減碼 | 歷史 |
| FCELFuelcell Energy Inc | COM | 20,405 | $4.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（11 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287374 | NORTH AMERN NAT | 484,718 | $1,899 萬 | 6.3% | – |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 59,975 | $391.8 萬 | 1.3% | – |
| AVYAvery Dennison Corp | COM | 12,967 | $232.0 萬 | 0.8% | 歷史 |
| FMCFMC Corp | COM NEW | 18,865 | $230.4 萬 | 0.8% | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,141 | $63.9 萬 | 0.2% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 524 | $43.1 萬 | 0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,624 | $33.8 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V670 | DYNMC OIL GAS | 56,795 | $28.3 萬 | 0.1% | – |
| BACBank of America Corp | Stock | 8,606 | $24.6 萬 | 0.1% | 歷史 |
| HDHome Depot, Inc. | Stock | 811 | $23.9 萬 | 0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 1,155 | $21.1 萬 | 0.1% | 歷史 |