Hamilton Wealth, LLC
- SEC CIK
- 0001760263
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/6。SEC
- 持股檔數
- 117
- 較 2026 年第 1 季 +6
- 總值
- $5.46 億
- 較 2026 年第 1 季 +$3,213.23 萬 (+6.3%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC COM | Stock | 121,692 | $3,521.28 萬 | 6.45% | +214+0.2% | 加碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 97,443 | $3,482.32 萬 | 6.38% | −6,448−6.2% | 減碼 | 查看 |
| ALPS ETF TR00162Q346 | SMITH CORE PLUS | 1,336,672 | $3,440.59 萬 | 6.31% | +10,043+0.8% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 167,537 | $3,352.25 萬 | 6.14% | −5,223−3.0% | 減碼 | 查看 |
| VANGUARD WHITEHALL FDS921946794 | INTL HIGH ETF | 315,871 | $3,101.86 萬 | 5.68% | −6,150−1.9% | 減碼 | – |
| AMZNAMAZON COM INC COM | Stock | 115,976 | $2,764.17 萬 | 5.07% | −3,196−2.7% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 68,528 | $2,556.22 萬 | 4.68% | +316+0.5% | 加碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 40,789 | $1,947.96 萬 | 3.57% | −912−2.2% | 減碼 | 查看 |
| IAUISHARES GOLD TRUST | ETF | 245,631 | $1,854.76 萬 | 3.40% | −1,762−0.7% | 減碼 | 查看 |
| PACER FDS TR69374H709 | GLOBL CASH ETF | 403,695 | $1,748 萬 | 3.20% | −20,005−4.7% | 減碼 | – |
| GLDSPDR GOLD SHARES | ETF | 42,160 | $1,553.09 萬 | 2.85% | −2,735−6.1% | 減碼 | 查看 |
| CBCHUBB LIMITED COM | Stock | 38,391 | $1,308.13 萬 | 2.40% | +35,081+1,059.8% | 加碼 | 查看 |
| WELLWELLTOWER INC COM | REIT | 53,352 | $1,210.93 萬 | 2.22% | +53,352 | 新進 | 查看 |
| PANWPALO ALTO NETWORKS INC COM | Stock | 33,754 | $1,151.08 萬 | 2.11% | −4,115−10.9% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 20,410 | $1,149.67 萬 | 2.11% | −1,499−6.8% | 減碼 | 查看 |
| ISHARES U.S. MEDICAL DEVICES ETF464288810 | ETF | 231,147 | $1,142.1 萬 | 2.09% | +143,227+162.9% | 加碼 | – |
| CAPITAL GROUP INTERNATIONAL14021T102 | SHS | 304,485 | $1,108.02 萬 | 2.03% | +304,485 | 新進 | – |
| ISHARES INC464286400 | MSCI BRAZIL ETF | 290,320 | $1,001.6 萬 | 1.84% | −50,105−14.7% | 減碼 | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 134,097 | $955.44 萬 | 1.75% | −139,314−51.0% | 減碼 | – |
| WISDOMTREE TR97717W315 | EMER MKT HIGH FD | 158,988 | $855.2 萬 | 1.57% | +149,956+1,660.3% | 加碼 | – |
| INVESCO EXCHANGE TRADED FD T46137V142 | WATER RES ETF | 119,988 | $828.88 萬 | 1.52% | −3,530−2.9% | 減碼 | – |
| MRKMERCK & CO INC COM | Stock | 63,344 | $813.97 萬 | 1.49% | −1,690−2.6% | 減碼 | 查看 |
| ISHARES TR46436E338 | 20+ YEAR TR BD | 313,977 | $701.42 萬 | 1.29% | −48,223−13.3% | 減碼 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 18,906 | $668.01 萬 | 1.22% | −4,115−17.9% | 減碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 5,390 | $646.49 萬 | 1.18% | +4,986+1,234.2% | 加碼 | 查看 |
| WMWASTE MGMT INC DEL COM | Stock | 27,266 | $607.7 萬 | 1.11% | +27,266 | 新進 | 查看 |
| VANGUARD UTILITIES ETF92204A876 | ETF | 29,950 | $586.21 萬 | 1.07% | −1,837−5.8% | 減碼 | – |
| MRNAMODERNA INC COM | Stock | 79,310 | $555.41 萬 | 1.02% | −1,418−1.8% | 減碼 | 查看 |
| GHGUARDANT HEALTH INC | COM | 36,995 | $555.04 萬 | 1.02% | +36,995 | 新進 | 查看 |
| ABBVABBVIE INC COM | Stock | 21,955 | $552.46 萬 | 1.01% | −365−1.6% | 減碼 | 查看 |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 55,823 | $539.14 萬 | 0.99% | +8,522+18.0% | 加碼 | – |
| VANGUARD TOTAL BOND MARKET ETF921937835 | ETF | 73,365 | $538.57 萬 | 0.99% | +170+0.2% | 加碼 | – |
| FIRST TR EXCHANGE-TRADED FD33737A108 | NASDQ CLN EDGE | 24,843 | $476.36 萬 | 0.87% | +24,843 | 新進 | – |
| GILDGILEAD SCIENCES INC COM | Stock | 35,724 | $451.34 萬 | 0.83% | −3,982−10.0% | 減碼 | 查看 |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 5,692 | $434.38 萬 | 0.80% | −780−12.1% | 減碼 | 查看 |
| TOUCHSTONE ETF TRUST89157W301 | ULTRA SHORT INCM | 167,664 | $423.52 萬 | 0.78% | +65,374+63.9% | 加碼 | – |
| NFLXNETFLIX INC. COM | Stock | 51,654 | $368.81 萬 | 0.68% | −243−0.5% | 減碼 | 查看 |
| TSLATESLA INC COM | Stock | 8,117 | $341.4 萬 | 0.63% | +342+4.4% | 加碼 | 查看 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775 | ETF | 35,460 | $326.98 萬 | 0.60% | −1,986−5.3% | 減碼 | – |
| ISHARES INC46434G764 | MSCI EMRG CHN | 30,803 | $315.11 萬 | 0.58% | +30,803 | 新進 | – |
| UVIX2X LONG VIX FUTURES ETF | ETF | 1,019,350 | $314.98 萬 | 0.58% | +582,278+133.2% | 加碼 | 查看 |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 23,743 | $196.69 萬 | 0.36% | −20.0% | 減碼 | – |
| GOLDMAN SACHS ETF TR381430503 | ACTIVEBETA US LG | 13,151 | $186.6 萬 | 0.34% | +40.0% | 加碼 | – |
| GLLPROSHARES TR II | ULTRASHORT GOLD | 66,833 | $180.32 萬 | 0.33% | +4,142+6.6% | 加碼 | 查看 |
| VANECK SEMICONDUCTOR ETF92189F676 | ETF | 2,639 | $173.09 萬 | 0.32% | +2,639 | 新進 | – |
| VANECK ETF TRUST92189F387 | SHRT HGH YLD MUN | 71,478 | $163.68 萬 | 0.30% | −4,791−6.3% | 減碼 | – |
| AVGOBROADCOM INC COM | Stock | 4,088 | $154.44 萬 | 0.28% | −405−9.0% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 3,999 | $148 萬 | 0.27% | −209−5.0% | 減碼 | – |
| DIREXION SHS ETF TR25461A601 | DAILY GOOGL BR1X | 246,311 | $140.89 萬 | 0.26% | −25,115−9.3% | 減碼 | – |
| ISHARES TR464288414 | NATIONAL MUN ETF | 11,398 | $122.66 萬 | 0.22% | −305−2.6% | 減碼 | – |
| SCHWAB U.S. BROAD MARKET ETF808524102 | ETF | 42,246 | $122.34 萬 | 0.22% | 00.0% | 不變 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 3,551 | $116.23 萬 | 0.21% | +103+3.0% | 加碼 | 查看 |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 4,780 | $113.1 萬 | 0.21% | +4+0.1% | 加碼 | – |
| ISHARES TR464287622 | RUS 1000 ETF | 2,745 | $112.41 萬 | 0.21% | 00.0% | 不變 | – |
| WISDOMTREE TR97717Y527 | FLOATNG RAT TREA | 15,561 | $78.35 萬 | 0.14% | −306,243−95.2% | 減碼 | – |
| ISHARES TR464288323 | NEW YORK MUN ETF | 14,305 | $77.11 萬 | 0.14% | +285+2.0% | 加碼 | – |
| ALPS ETF TR00162Q452 | ALERIAN MLP | 14,183 | $73.54 萬 | 0.13% | +173+1.2% | 加碼 | – |
| VANGUARD INFORMATION TECHNOLOGY ETF92204A702 | ETF | 6,037 | $72.15 萬 | 0.13% | +4,967+464.2% | 加碼 | – |
| MDTMEDTRONIC PLC SHS | Stock | 8,540 | $66.81 萬 | 0.12% | +8,540 | 新進 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,292 | $64.65 萬 | 0.12% | −30−2.3% | 減碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 608 | $61.49 萬 | 0.11% | +17+2.9% | 加碼 | 查看 |
| ISHARES MSCI EAFE ETF464287465 | ETF | 5,723 | $59.45 萬 | 0.11% | 00.0% | 不變 | – |
| SLVISHARES SILVER TRUST | ETF | 10,937 | $58.48 萬 | 0.11% | −423−3.7% | 減碼 | 查看 |
| RBB FD INC74933W452 | F/M US TREASURY | 11,622 | $57.95 萬 | 0.11% | +755+6.9% | 加碼 | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 601 | $56.25 萬 | 0.10% | −6−1.0% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 6,516 | $56.13 萬 | 0.10% | +5,343+455.5% | 加碼 | – |
| UGLPROSHARES TR II | ULTRA GOLD | 12,504 | $54.86 萬 | 0.10% | 00.0% | 不變 | 查看 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775 | ETF | 6,029 | $50.49 萬 | 0.09% | −291−4.6% | 減碼 | – |
| ISHARES TR464288760 | US AER DEF ETF | 1,994 | $48.34 萬 | 0.09% | +1,994 | 新進 | – |
| FIRST TR EXCHANGE-TRADED FD33733E856 | FT VEST GOLD | 21,376 | $45.02 萬 | 0.08% | −12,155−36.3% | 減碼 | – |
| LYVLIVE NATION ENTERTAINMENT IN | COM | 2,455 | $44.95 萬 | 0.08% | 00.0% | 不變 | 查看 |
| THEMES ETF TR882927585 | LEVERAGE SHARES | 8,766 | $44.65 萬 | 0.08% | +8,766 | 新進 | – |
| AZNASTRAZENECA PLC ORD | ADR | 2,329 | $44.16 萬 | 0.08% | −880−27.4% | 減碼 | 查看 |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 7,321 | $43.7 萬 | 0.08% | +27+0.4% | 加碼 | – |
| ISHARES TR464288257 | MSCI ACWI ETF | 2,747 | $43.12 萬 | 0.08% | +12+0.4% | 加碼 | – |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 2,000 | $42.55 萬 | 0.08% | −1,105−35.6% | 減碼 | – |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 1,069 | $42.51 萬 | 0.08% | +1,069 | 新進 | 查看 |
| GLOBAL X FDS37954Y475 | S&P 500 COVERED | 10,399 | $42.42 萬 | 0.08% | +1,836+21.4% | 加碼 | – |
| ABTABBOTT LABORATORIES COM | Stock | 4,589 | $41.64 萬 | 0.08% | +4,589 | 新進 | 查看 |
| NKENIKE INC CL B | Stock | 9,751 | $40.03 萬 | 0.07% | +4,079+71.9% | 加碼 | 查看 |
| FIRST TR EXCHANGE-TRADED FD33739Q200 | FST LOW OPPT EFT | 7,956 | $39.6 萬 | 0.07% | −5,745−41.9% | 減碼 | – |
| ISHARES RUSSELL 1000 VALUE ETF464287598 | ETF | 1,576 | $38.21 萬 | 0.07% | 00.0% | 不變 | – |
| BACBANK OF AMER CORP COM | Stock | 6,578 | $37.48 萬 | 0.07% | +103+1.6% | 加碼 | 查看 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718 | ETF | 2,419 | $37.32 萬 | 0.07% | 00.0% | 不變 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 515 | $35.37 萬 | 0.06% | +515 | 新進 | – |
| DIREXION SHARES ETF TRUST25460E190 | DA 500 BE 3X ETF | 13,000 | $34.44 萬 | 0.06% | −144,308−91.7% | 減碼 | – |
| RTXRTX CORPORATION COM | Stock | 1,808 | $34.3 萬 | 0.06% | +1,808 | 新進 | 查看 |
| MFCMANULIFE FINL CORP | COM | 8,016 | $32.47 萬 | 0.06% | 00.0% | 不變 | 查看 |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 1,423 | $31.01 萬 | 0.06% | 00.0% | 不變 | – |
| ISHARES TR464288356 | CALIF MUN BD ETF | 5,292 | $30.5 萬 | 0.06% | +810+18.1% | 加碼 | – |
| ISHARES TR464288448 | INTL SEL DIV ETF | 7,352 | $30.46 萬 | 0.06% | +7,352 | 新進 | – |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833 | ETF | 3,000 | $30.24 萬 | 0.06% | −2,330−43.7% | 減碼 | – |
| ZBHZIMMER BIOMET HOLDINGS INC COM | Stock | 3,502 | $30.15 萬 | 0.06% | +1,004+40.2% | 加碼 | 查看 |
| DIREXION SHARES ETF TRUST25461H572 | DAILY SEMICONDUC | 89,820 | $29.1 萬 | 0.05% | +89,820 | 新進 | – |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 492 | $28.58 萬 | 0.05% | +492 | 新進 | 查看 |
| DIREXION SHS ETF TR25461A494 | DAILY TECHNOLOGY | 46,300 | $28.52 萬 | 0.05% | +46,300 | 新進 | – |
| VANGUARD INTL EQUITY INDEX F922042874 | FTSE EUROPE ETF | 3,144 | $27.84 萬 | 0.05% | +7+0.2% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853 | ETF | 4,721 | $27.23 萬 | 0.05% | 00.0% | 不變 | – |
| DDOMINION ENERGY INC COM | Stock | 3,973 | $27.13 萬 | 0.05% | −2,956−42.7% | 減碼 | 查看 |
| AMUBUBS AG LONDON BRANCH | ETRACS ALERIAN M | 11,713 | $25.35 萬 | 0.05% | 00.0% | 不變 | 查看 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）部位。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| TEMA ETF TRUST87975E776 | SPACE INNOV ETF | – | $60.76 萬 |
2026 年第 1 季 之後清倉（23 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| USOUNITED STS OIL FD LP | UNITS | 144,076 | $1,833.37 萬 | 3.57% |
| MELIMERCADOLIBRE INC | COM | 3,089 | $534.09 萬 | 1.04% |
| BMYBRISTOL-MYERS SQUIBB CO COM | Stock | 87,412 | $530.15 萬 | 1.03% |
| GSKGSK PLC SPONSORED ADR | ADR | 65,189 | $359.78 萬 | 0.70% |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 2 | $143.63 萬 | 0.28% |
| SVIXVS TRUST | -1X SHRT VIX FUT | 47,375 | $74.43 萬 | 0.14% |
| GDGENERAL DYNAMICS CORP COM | Stock | 1,258 | $43.18 萬 | 0.08% |
| AMGNAMGEN INC COM | Stock | 1,135 | $39.94 萬 | 0.08% |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 784 | $38.02 萬 | 0.07% |
| GLOBAL X FDS37954Y384 | CYBRSCURTY ETF | 14,818 | $37.21 萬 | 0.07% |
| GOLDMAN SACHS ETF TR38149W622 | S&P 500 PREMIUM | 7,000 | $35.03 萬 | 0.07% |
| DIREXION SHS ETF TR25461A502 | DAILY AMZN BR 1X | 30,000 | $33 萬 | 0.06% |
| PROSHARES TR74347R370 | PSHS SH MSCI EAF | 25,000 | $31.43 萬 | 0.06% |
| NVSNOVARTIS AG SPONSORED ADR | ADR | 1,830 | $27.95 萬 | 0.05% |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 627 | $26.74 萬 | 0.05% |
| WULFTERAWULF INC | COM | 17,550 | $25.32 萬 | 0.05% |
| NRGNRG ENERGY INC COM NEW | Stock | 1,711 | $25 萬 | 0.05% |
| CBRLCRACKER BARREL OLD CTRY STOR | COM | 8,629 | $24.26 萬 | 0.05% |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 3,185 | $21.51 萬 | 0.04% |
| ADBEADOBE INC COM | Stock | 876 | $21.29 萬 | 0.04% |
| IBITISHARES BITCOIN TRUST ETF | ETF | 5,528 | $21.24 萬 | 0.04% |
| DIREXION SHS ETF TR25461A551 | DAILY AVGO BEAR | 20,000 | $20.5 萬 | 0.04% |
| ACHRARCHER AVIATION INC COM CL A | Stock | 10,004 | $5.17 萬 | 0.01% |