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 |
|---|---|---|---|---|---|---|---|
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 828 | $7.70 萬 | <0.1% | +828 | 新進 | – |
| ANNXAnnexon, Inc. | COM | 15,000 | $7.75 萬 | <0.1% | +5,000+50.0% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 706 | $7.76 萬 | <0.1% | +706 | 新進 | – |
| SBUXStarbucks Corp | Stock | 790 | $7.84 萬 | <0.1% | +790 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,110 | $8.27 萬 | <0.1% | +1,110 | 新進 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 1,329 | $8.55 萬 | <0.1% | +1,329 | 新進 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 10,694 | $8.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 241 | $8.82 萬 | <0.1% | +241 | 新進 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 1,585 | $8.89 萬 | <0.1% | +1,585 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 260 | $8.94 萬 | <0.1% | +260 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 536 | $9.32 萬 | <0.1% | +536 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 1,490 | $9.36 萬 | <0.1% | +1,490 | 新進 | 歷史 |
| KKellanova | Stock | 1,321 | $9.41 萬 | <0.1% | +1,321 | 新進 | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 5,661 | $9.54 萬 | <0.1% | +5,661 | 新進 | 歷史 |
| CCIFCarlyle Credit Income Fund | SHS BEN INT | 11,485 | $10.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 264 | $10.1 萬 | 0.1% | +264 | 新進 | – |
| MCDMcDonalds Corp | Stock | 396 | $10.4 萬 | 0.1% | +396 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,194 | $10.5 萬 | 0.1% | +1,194 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 369 | $10.7 萬 | 0.1% | +369 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 612 | $10.8 萬 | 0.1% | +612 | 新進 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 1,756 | $10.8 萬 | 0.1% | −22,656−92.8% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,133 | $10.9 萬 | 0.1% | +1,133 | 新進 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 1,737 | $11.0 萬 | 0.1% | +1,737 | 新進 | – |
| Schwab US Tips ETF808524870 | ETF | 2,157 | $11.2 萬 | 0.1% | +2,157 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 1,354 | $12.0 萬 | 0.1% | +1,354 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 4,557 | $12.0 萬 | 0.1% | +4,557 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,482 | $12.1 萬 | 0.1% | +1,482 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 879 | $12.4 萬 | 0.1% | +879 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 935 | $12.5 萬 | 0.1% | +935 | 新進 | 歷史 |
| EIXEdison International | Stock | 1,977 | $12.6 萬 | 0.1% | +1,977 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 658 | $12.6 萬 | 0.1% | +658 | 新進 | – |
| DALDelta Air Lines, Inc. | COM NEW | 3,842 | $12.6 萬 | 0.1% | +3,842 | 新進 | 歷史 |
| STORStore Capital LLC | COM | 3,957 | $12.7 萬 | 0.1% | +3,957 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 792 | $12.8 萬 | 0.1% | +792 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 2,607 | $13.4 萬 | 0.1% | +2,607 | 新進 | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 4,124 | $13.4 萬 | 0.1% | +4,124 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,801 | $13.6 萬 | 0.1% | +1,801 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 2,950 | $13.8 萬 | 0.1% | +2,950 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 3,548 | $13.8 萬 | 0.1% | −3,328−48.4% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 653 | $13.9 萬 | 0.1% | +653 | 新進 | – |
| PMXPIMCO Municipal Income Fund III | COM | 16,008 | $13.9 萬 | 0.1% | +16,008 | 新進 | 歷史 |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 13,525 | $14.0 萬 | 0.1% | +13,525 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,286 | $14.3 萬 | 0.1% | +1,286 | 新進 | 歷史 |
| PMLPIMCO Municipal Income Fund II | COM | 15,822 | $14.3 萬 | 0.1% | +15,822 | 新進 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 500 | $14.5 萬 | 0.1% | +500 | 新進 | 歷史 |
| PCQPIMCO California Municipal Income Fund | COM | 9,679 | $14.6 萬 | 0.1% | +9,679 | 新進 | 歷史 |
| PMFPIMCO Municipal Income Fund | COM | 14,111 | $14.7 萬 | 0.1% | +14,111 | 新進 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 4,721 | $15.4 萬 | 0.1% | +4,721 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 1,095 | $15.4 萬 | 0.1% | +1,095 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 1,114 | $15.8 萬 | 0.1% | +1,114 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,159 | $16.9 萬 | 0.1% | +1,159 | 新進 | 歷史 |
| Cambria ETF Tr132061409 | GLOBAL VALUE ETF | 8,575 | $17.2 萬 | 0.1% | +8,575 | 新進 | – |
| MCOMoodys Corp | Stock | 623 | $17.4 萬 | 0.1% | +623 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 8,453 | $17.5 萬 | 0.1% | +8,453 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,990 | $17.5 萬 | 0.1% | +2,990 | 新進 | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 6,503 | $18.1 萬 | 0.1% | +6,503 | 新進 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 16,391 | $18.2 萬 | 0.1% | +329+2.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 3,114 | $18.9 萬 | 0.1% | +3,114 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,763 | $20.6 萬 | 0.1% | −3,847−58.2% | 減碼 | – |
| KOCoca Cola Co | Stock | 3,328 | $21.2 萬 | 0.1% | +3,328 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,051 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 5,631 | $22.2 萬 | 0.1% | +5,631 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,586 | $22.5 萬 | 0.1% | −1,136−30.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,680 | $22.8 萬 | 0.1% | +1,680 | 新進 | – |
| DBEInvesco DB Energy Fund | ENERGY FD | 11,027 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,878 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| RIVNRivian Automotive, Inc. | Stock | 13,719 | $25.3 萬 | 0.1% | +13,719 | 新進 | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 10,323 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 5,303 | $25.6 萬 | 0.1% | +25+0.5% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 13,681 | $26.4 萬 | 0.1% | +622+4.8% | 加碼 | – |
| CVXChevron Corp | Stock | 1,635 | $29.3 萬 | 0.1% | +1,635 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,674 | $29.5 萬 | 0.1% | +15+0.6% | 加碼 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 10,791 | $30.4 萬 | 0.2% | +10,791 | 新進 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,532 | $30.5 萬 | 0.2% | +19+0.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,179 | $31.4 萬 | 0.2% | −19,124−94.2% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,285 | $31.8 萬 | 0.2% | −223−4.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 767 | $35.0 萬 | 0.2% | −29−3.6% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,756 | $35.0 萬 | 0.2% | +4,756 | 新進 | – |
| CIONCION Investment Corp | COM | 36,414 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H102 | DURABLE HGH DIV | 11,657 | $37.2 萬 | 0.2% | +152+1.3% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 10,213 | $38.7 萬 | 0.2% | +412+4.2% | 加碼 | – |
| iShares Tr46436E536 | US SML CP VALUE | 15,468 | $43.5 萬 | 0.2% | +622+4.2% | 加碼 | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 17,987 | $52.4 萬 | 0.3% | −1,523−7.8% | 減碼 | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 22,284 | $54.8 萬 | 0.3% | +2,198+10.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,892 | $58.4 萬 | 0.3% | −19−1.0% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 29,088 | $64.1 萬 | 0.3% | −3,146−9.8% | 減碼 | 歷史 |
| Cambria ETF Tr132061862 | TAIL RISK | 42,238 | $64.6 萬 | 0.3% | +2,893+7.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 21,708 | $75.1 萬 | 0.4% | +1,955+9.9% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,519 | $78.8 萬 | 0.4% | −24,603−84.5% | 減碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 25,261 | $80.4 萬 | 0.4% | −39−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,683 | $82.3 萬 | 0.4% | +2,057+44.5% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 18,790 | $104.4 萬 | 0.5% | +7,484+66.2% | 加碼 | – |
| First Tr Exch Traded FD III33739P202 | EME MRK BD ETF | 42,693 | $112.1 萬 | 0.6% | +2,511+6.2% | 加碼 | – |
| FCTFirst Trust Senior Floating Rate Income Fund II | COM | 120,140 | $114.5 萬 | 0.6% | +6,643+5.9% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,623 | $116.1 萬 | 0.6% | +449+20.7% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 8,466 | $122.8 萬 | 0.6% | +2,674+46.2% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,802 | $126.0 萬 | 0.6% | +1,165+44.2% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 13,250 | $133.6 萬 | 0.7% | +5,473+70.4% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,842 | $135.0 萬 | 0.7% | +1,115+10.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 59,368 | $143.1 萬 | 0.7% | +2,820+5.0% | 加碼 | – |
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。