Hamilton Wealth, LLC
- SEC CIK
- 0001760263
- 最新申報
- 2026/8/6
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/8 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 91
- 較 2022 年第 4 季 +7
- 總值
- $2.84 億
- 較 2022 年第 4 季 +$3,787 萬 (+15.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 340,801 | $2,233 萬 | 7.9% | +13,683+4.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 121,978 | $2,011 萬 | 7.1% | +15,278+14.3% | 加碼 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 493,805 | $2,000 萬 | 7.0% | +52,503+11.9% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 286,100 | $1,772 萬 | 6.2% | +47,615+20.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 155,345 | $1,605 萬 | 5.7% | +11,728+8.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 53,214 | $1,534 萬 | 5.4% | +1,638+3.2% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 168,441 | $1,368 萬 | 4.8% | +435+0.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 122,796 | $1,274 萬 | 4.5% | +14,000+12.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 304,093 | $1,151 萬 | 4.1% | +304,093 | 新進 | – |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 118,364 | $1,134 萬 | 4.0% | +37,494+46.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 174,162 | $1,020 萬 | 3.6% | +174,162 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 43,509 | $922.1 萬 | 3.3% | −696−1.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 48,556 | $889.6 萬 | 3.1% | +6,576+15.7% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 158,699 | $856.7 萬 | 3.0% | +4,970+3.2% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 146,003 | $545.6 萬 | 1.9% | +42,210+40.7% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 41,167 | $410.2 萬 | 1.4% | +12,350+42.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 52,157 | $373.0 萬 | 1.3% | +5,919+12.8% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 33,704 | $351.0 萬 | 1.2% | +420+1.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 63,250 | $337.4 萬 | 1.2% | +2,935+4.9% | 加碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 25,328 | $327.2 萬 | 1.2% | +215+0.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 31,532 | $315.7 萬 | 1.1% | +1,463+4.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 8,466 | $292.5 萬 | 1.0% | +230+2.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 22,378 | $274.4 萬 | 1.0% | −7,873−26.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 25,924 | $269.6 萬 | 1.0% | +4,915+23.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 38,491 | $266.8 萬 | 0.9% | −671−1.7% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 31,615 | $262.3 萬 | 0.9% | −493−1.5% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,973 | $260.1 萬 | 0.9% | −61−3.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 23,503 | $250.0 萬 | 0.9% | −11,478−32.8% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 26,600 | $244.2 萬 | 0.9% | +26,600 | 新進 | – |
| FSLRFirst Solar, Inc. | Stock | 10,766 | $234.2 萬 | 0.8% | +120+1.1% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 46,280 | $221.0 萬 | 0.8% | +46,280 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 39,570 | $193.1 萬 | 0.7% | +39,570 | 新進 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 36,261 | $181.6 萬 | 0.6% | +36,261 | 新進 | – |
| MRNAModerna, Inc. | Stock | 11,107 | $170.6 萬 | 0.6% | +755+7.3% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 14,255 | $157.5 萬 | 0.6% | +14,255 | 新進 | – |
| SPOTSpotify Technology S.A. | Stock | 11,390 | $152.2 萬 | 0.5% | +11,390 | 新進 | 歷史 |
| Indexiq Active ETF Tr45409F777 | IQ MACKAY CA MUN | 65,801 | $143.0 萬 | 0.5% | +65,801 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 11,964 | $128.9 萬 | 0.5% | −13,019−52.1% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 14,706 | $120.8 萬 | 0.4% | +14,706 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,319 | $108.6 萬 | 0.4% | −2,042−27.7% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,282 | $104.9 萬 | 0.4% | +5,001+79.6% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 14,676 | $98.1 萬 | 0.3% | +7,664+109.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,121 | $86.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 7,167 | $81.9 萬 | 0.3% | +7,167 | 新進 | – |
| TSLATesla, Inc. | Stock | 3,755 | $77.9 萬 | 0.3% | +1,954+108.5% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 18,225 | $71.9 萬 | 0.3% | −10,631−36.8% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,456 | $69.8 萬 | 0.2% | +9,456 | 新進 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,728 | $66.7 萬 | 0.2% | +749+12.5% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,221 | $65.8 萬 | 0.2% | −4,540−38.6% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 6,406 | $59.4 萬 | 0.2% | +186+3.0% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,020 | $53.4 萬 | 0.2% | +618+14.0% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 4,980 | $49.4 萬 | 0.2% | −1,454−22.6% | 減碼 | – |
| ALBAlbemarle Corp | Stock | 2,150 | $47.5 萬 | 0.2% | −523−19.6% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 655 | $44.6 萬 | 0.2% | +281+75.1% | 加碼 | 歷史 |
| PERIPerion Network Ltd. | SHS NEW | 11,144 | $44.1 萬 | 0.2% | −6,284−36.1% | 減碼 | 歷史 |
| INMDInMode Ltd. | SHS | 12,557 | $40.1 萬 | 0.1% | −7,898−38.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,858 | $40.0 萬 | 0.1% | +8,858 | 新進 | – |
| SIRISirius XM Holdings Inc. | COM | 100,262 | $39.8 萬 | 0.1% | +100,262 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,410 | $37.1 萬 | 0.1% | −107,308−97.8% | 減碼 | – |
| BABoeing Co | Stock | 1,729 | $36.7 萬 | 0.1% | +88+5.4% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,136 | $35.6 萬 | 0.1% | +5,136 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 3,636 | $35.5 萬 | 0.1% | +1,362+59.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,724 | $34.6 萬 | 0.1% | +143+4.0% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,691 | $32.8 萬 | 0.1% | −172−9.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,505 | $31.7 萬 | 0.1% | +1,505 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,258 | $31.4 萬 | 0.1% | +52+4.3% | 加碼 | – |
| NXPINXP Semiconductors N.V. | COM | 1,629 | $30.4 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,652 | $30.2 萬 | 0.1% | −4,537−55.4% | 減碼 | – |
| CSVCarriage Services Inc | COM | 9,900 | $30.2 萬 | 0.1% | +9,900 | 新進 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 17,547 | $30.1 萬 | 0.1% | +17,547 | 新進 | – |
| LINLinde PLC | Stock | 839 | $29.8 萬 | 0.1% | +30+3.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 563 | $28.0 萬 | 0.1% | +20+3.7% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 2,374 | $26.8 萬 | 0.1% | +2,374 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 931 | $26.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 409 | $26.2 萬 | 0.1% | −366−47.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,312 | $26.2 萬 | 0.1% | −7,186−84.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 12,923 | $25.5 萬 | 0.1% | +63+0.5% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 9,248 | $25.4 萬 | 0.1% | +9,248 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 1,831 | $23.9 萬 | 0.1% | −438−19.3% | 減碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 531 | $23.8 萬 | 0.1% | −42−7.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 499 | $23.6 萬 | 0.1% | −269−35.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 599 | $23.1 萬 | 0.1% | −463−43.6% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 1,234 | $22.8 萬 | 0.1% | +1,234 | 新進 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 5,752 | $22.2 萬 | 0.1% | +5,752 | 新進 | – |
| CLFCleveland-Cliffs Inc. | COM | 11,560 | $21.2 萬 | 0.1% | +11,560 | 新進 | 歷史 |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 9,000 | $20.8 萬 | 0.1% | +9,000 | 新進 | – |
| NEMNEWMONT Corp | Stock | 4,124 | $20.2 萬 | 0.1% | +4,124 | 新進 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 3,514 | $20.2 萬 | 0.1% | +3,514 | 新進 | – |
| STNEStoneCo Ltd. | COM | 14,000 | $13.4 萬 | <0.1% | +14,000 | 新進 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 10,000 | $9.92 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| UVXYProShares Trust II | ULTRA VIX SHORT | 20,961 | $9.75 萬 | <0.1% | +8,089+62.8% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（21 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPGSimon Property Group Inc. | REIT | 57,167 | $671.6 萬 | 2.7% | 歷史 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 89,180 | $481.7 萬 | 2.0% | – |
| LNGCheniere Energy, Inc. | COM NEW | 23,541 | $353.0 萬 | 1.4% | 歷史 |
| TAT&T Inc. | Stock | 181,025 | $333.3 萬 | 1.4% | 歷史 |
| NEENextera Energy Inc | Stock | 35,009 | $292.7 萬 | 1.2% | 歷史 |
| VanEck ETF Trust92189F387 | SHRT HGH YLD MUN | 33,860 | $75.4 萬 | 0.3% | – |
| ILMNIllumina, Inc. | COM | 3,526 | $71.3 萬 | 0.3% | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 9,050 | $39.7 萬 | 0.2% | – |
| WRBBerkley W R Corp | COM | 5,397 | $39.2 萬 | 0.2% | 歷史 |
| CALXCalix, Inc | COM | 5,537 | $37.9 萬 | 0.2% | 歷史 |
| DHRDanaher Corp | Stock | 1,093 | $29.0 萬 | 0.1% | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 6,866 | $28.6 萬 | 0.1% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 715 | $27.3 萬 | 0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 6,672 | $26.3 萬 | 0.1% | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 1,179 | $25.0 萬 | 0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 2,682 | $24.9 萬 | 0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 6,929 | $24.1 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 430 | $23.7 萬 | 0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 693 | $23.5 萬 | 0.1% | 歷史 |
| VSTVistra Corp. | Stock | 10,068 | $23.4 萬 | 0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,238 | $21.5 萬 | 0.1% | 歷史 |