EWG Elevate Inc.
- SEC CIK
- 0001765278
- 最新申報
- 2025/10/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/11 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 833
- 較 2022 年第 3 季 +759
- 總值
- $1.99 億
- 較 2022 年第 3 季 +$2,116 萬 (+11.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 2,423 | $2.71 萬 | <0.1% | +2,423 | 新進 | – |
| CMECME Group Inc. | COM | 163 | $2.74 萬 | <0.1% | +163 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 79 | $2.75 萬 | <0.1% | +79 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 271 | $2.79 萬 | <0.1% | +271 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 640 | $2.79 萬 | <0.1% | +640 | 新進 | 歷史 |
| VanEck Vectors ETF Tr92189F593 | MORNINGSTAR INTL | 975 | $2.82 萬 | <0.1% | +975 | 新進 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 400 | $2.84 萬 | <0.1% | +400 | 新進 | – |
| CCitigroup Inc | Stock | 639 | $2.89 萬 | <0.1% | +639 | 新進 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 610 | $2.91 萬 | <0.1% | +610 | 新進 | 歷史 |
| iShares Tr464288430 | ASIA 50 ETF | 518 | $2.94 萬 | <0.1% | +518 | 新進 | – |
| NIONIO Inc. | ADR | 3,017 | $2.94 萬 | <0.1% | +3,017 | 新進 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 195 | $2.99 萬 | <0.1% | +195 | 新進 | – |
| TUTelus Corp | COM | 1,558 | $3.01 萬 | <0.1% | +1,558 | 新進 | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 500 | $3.02 萬 | <0.1% | +500 | 新進 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 224 | $3.04 萬 | <0.1% | +224 | 新進 | – |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 1,395 | $3.18 萬 | <0.1% | +1,395 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 343 | $3.20 萬 | <0.1% | +343 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 121 | $3.23 萬 | <0.1% | +121 | 新進 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 462 | $3.24 萬 | <0.1% | +462 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 391 | $3.27 萬 | <0.1% | +391 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 728 | $3.29 萬 | <0.1% | +728 | 新進 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 1,082 | $3.29 萬 | <0.1% | +1,082 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 253 | $3.35 萬 | <0.1% | +253 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 585 | $3.42 萬 | <0.1% | +585 | 新進 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 600 | $3.52 萬 | <0.1% | +600 | 新進 | – |
| EVVEaton Vance Ltd Duration Income Fund | COM | 3,758 | $3.53 萬 | <0.1% | +3,758 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 369 | $3.58 萬 | <0.1% | +369 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 757 | $3.61 萬 | <0.1% | +757 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 115 | $3.62 萬 | <0.1% | +115 | 新進 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 442 | $3.66 萬 | <0.1% | +442 | 新進 | – |
| PDIPIMCO Dynamic Income Fund | SHS | 2,106 | $3.89 萬 | <0.1% | +2,106 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 186 | $3.98 萬 | <0.1% | +186 | 新進 | – |
| SRESempra | Stock | 260 | $4.01 萬 | <0.1% | +260 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 227 | $4.08 萬 | <0.1% | +227 | 新進 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 480 | $4.14 萬 | <0.1% | +480 | 新進 | – |
| LUMNLumen Technologies, Inc. | Stock | 7,933 | $4.14 萬 | <0.1% | +7,933 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 440 | $4.16 萬 | <0.1% | +440 | 新進 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 500 | $4.21 萬 | <0.1% | +500 | 新進 | – |
| RBLXRoblox Corp | Stock | 1,500 | $4.27 萬 | <0.1% | +1,500 | 新進 | 歷史 |
| BBDCBarings BDC, Inc. | COM | 5,346 | $4.36 萬 | <0.1% | +5,346 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 84 | $4.45 萬 | <0.1% | +84 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 522 | $4.48 萬 | <0.1% | +522 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 93 | $4.54 萬 | <0.1% | +93 | 新進 | 歷史 |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 449 | $4.61 萬 | <0.1% | +449 | 新進 | – |
| SOSouthern Co | Stock | 668 | $4.77 萬 | <0.1% | +668 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 163 | $4.81 萬 | <0.1% | +163 | 新進 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 535 | $4.82 萬 | <0.1% | +535 | 新進 | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 1,294 | $4.83 萬 | <0.1% | +1,294 | 新進 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 1,591 | $4.86 萬 | <0.1% | +1,591 | 新進 | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 684 | $4.88 萬 | <0.1% | +684 | 新進 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 1,681 | $4.89 萬 | <0.1% | +1,681 | 新進 | – |
| CAHCardinal Health Inc | Stock | 639 | $4.91 萬 | <0.1% | +639 | 新進 | 歷史 |
| EDConsolidated Edison Inc | Stock | 517 | $4.93 萬 | <0.1% | +517 | 新進 | 歷史 |
| DEDeere & Co | Stock | 116 | $4.97 萬 | <0.1% | +116 | 新進 | 歷史 |
| VFCV F Corp | Stock | 1,814 | $5.01 萬 | <0.1% | +1,814 | 新進 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 363 | $5.01 萬 | <0.1% | +363 | 新進 | – |
| GEGeneral Electric Co | Stock | 605 | $5.07 萬 | <0.1% | +605 | 新進 | 歷史 |
| SPDR Series Trust78468R796 | ST STR SP500FF | 547 | $5.11 萬 | <0.1% | +547 | 新進 | – |
| SYKStryker Corp | Stock | 209 | $5.11 萬 | <0.1% | +209 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,220 | $5.12 萬 | <0.1% | +1,220 | 新進 | – |
| RSGRepublic Services, Inc. | COM | 400 | $5.16 萬 | <0.1% | +400 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 665 | $5.17 萬 | <0.1% | +665 | 新進 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 1,156 | $5.28 萬 | <0.1% | +1,156 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 494 | $5.34 萬 | <0.1% | +494 | 新進 | – |
| WFCWells Fargo & Company | Stock | 1,318 | $5.44 萬 | <0.1% | +1,318 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 791 | $5.69 萬 | <0.1% | +791 | 新進 | 歷史 |
| MMM3M Co | Stock | 481 | $5.77 萬 | <0.1% | +481 | 新進 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 226 | $5.78 萬 | <0.1% | +226 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,692 | $5.79 萬 | <0.1% | +1,692 | 新進 | – |
| ORealty Income Corp | REIT | 918 | $5.83 萬 | <0.1% | +918 | 新進 | 歷史 |
| FFord Motor Co | Stock | 5,065 | $5.89 萬 | <0.1% | +5,065 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 9,210 | $5.91 萬 | <0.1% | +9,210 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 301 | $6.00 萬 | <0.1% | +301 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 443 | $6.01 萬 | <0.1% | +443 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 1,096 | $6.04 萬 | <0.1% | +1,096 | 新進 | – |
| PYPLPayPal Holdings, Inc. | Stock | 854 | $6.08 萬 | <0.1% | +854 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 749 | $6.18 萬 | <0.1% | +749 | 新進 | – |
| SWKStanley Black & Decker, Inc. | COM | 835 | $6.27 萬 | <0.1% | +835 | 新進 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 1,760 | $6.27 萬 | <0.1% | +1,760 | 新進 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 1,488 | $6.35 萬 | <0.1% | +1,488 | 新進 | – |
| AIC3.ai, Inc. | Stock | 5,686 | $6.36 萬 | <0.1% | +5,686 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 460 | $6.44 萬 | <0.1% | +460 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 1,877 | $6.51 萬 | <0.1% | +1,877 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 864 | $6.52 萬 | <0.1% | +864 | 新進 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,588 | $6.53 萬 | <0.1% | +1,588 | 新進 | – |
| CLXClorox Co | Stock | 475 | $6.67 萬 | <0.1% | +475 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 932 | $6.70 萬 | <0.1% | +932 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 559 | $6.73 萬 | <0.1% | +559 | 新進 | 歷史 |
| BENFranklin Templeton Inc | COM | 2,583 | $6.81 萬 | <0.1% | +2,583 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 494 | $6.93 萬 | <0.1% | +494 | 新進 | – |
| VVisa Inc. | Stock | 337 | $7.00 萬 | <0.1% | +337 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 394 | $7.11 萬 | <0.1% | +394 | 新進 | 歷史 |
| NMINuveen Municipal Income Fund Inc | COM | 7,670 | $7.21 萬 | <0.1% | +7,670 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 822 | $7.25 萬 | <0.1% | +822 | 新進 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 1,630 | $7.42 萬 | <0.1% | +1,630 | 新進 | – |
| PIMCO ETF Tr72201R403 | BROAD US TIPS | 1,373 | $7.42 萬 | <0.1% | +1,373 | 新進 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 918 | $7.45 萬 | <0.1% | +918 | 新進 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 6,755 | $7.48 萬 | <0.1% | +6,755 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 4,065 | $7.48 萬 | <0.1% | +4,065 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 313 | $7.50 萬 | <0.1% | +313 | 新進 | 歷史 |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。