EWG Elevate Inc.
- SEC CIK
- 0001765278
- 最新申報
- 2025/10/7
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/10 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 125
- 較 2023 年第 4 季 +18
- 總值
- $2.63 億
- 較 2023 年第 4 季 +$2,174 萬 (+9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287788 | U.S. FINLS ETF | 40,183 | $384.3 萬 | 1.5% | +40,183 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 49,247 | $393.3 萬 | 1.5% | +661+1.4% | 加碼 | – |
| Truth Social God Bless America ETF886364462 | ETF | 120,601 | $406.0 萬 | 1.5% | +5,099+4.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 55,999 | $406.7 萬 | 1.5% | +55,999 | 新進 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 62,986 | $419.3 萬 | 1.6% | +62,986 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 49,986 | $422.1 萬 | 1.6% | +44,112+751.0% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 38,698 | $426.5 萬 | 1.6% | +1,411+3.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 87,973 | $440.7 萬 | 1.7% | +2,456+2.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 187,972 | $498.1 萬 | 1.9% | +187,972 | 新進 | – |
| BARGraniteShares Gold Trust | SHS BEN INT | 245,699 | $539.6 萬 | 2.1% | +3,893+1.6% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 68,144 | $554.9 萬 | 2.1% | −8,961−11.6% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 27,202 | $566.5 萬 | 2.2% | +25,515+1,512.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 51,782 | $569.9 萬 | 2.2% | +51,782 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 27,766 | $571.2 萬 | 2.2% | −35−0.1% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 74,732 | $599.4 萬 | 2.3% | −12,175−14.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 64,839 | $601.2 萬 | 2.3% | −31,905−33.0% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 45,871 | $753.9 萬 | 2.9% | −26,477−36.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 200,644 | $787.3 萬 | 3.0% | +200,644 | 新進 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 43,475 | $812.4 萬 | 3.1% | +43,475 | 新進 | – |
| Schwab International Equity ETF808524805 | ETF | 214,991 | $838.9 萬 | 3.2% | −26,849−11.1% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 119,143 | $905.2 萬 | 3.4% | −13,934−10.5% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 150,738 | $920.3 萬 | 3.5% | −42,183−21.9% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 209,050 | $1,009 萬 | 3.8% | +10,407+5.2% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 48,857 | $1,099 萬 | 4.2% | +48,857 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,385 | $1,119 萬 | 4.3% | −7,876−26.9% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（13 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 124,007 | $1,040 萬 | 4.3% | – |
| Vanguard Energy ETF92204A306 | ETF | 60,184 | $705.8 萬 | 2.9% | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 52,481 | $376.4 萬 | 1.6% | – |
| Vanguard Real Estate ETF922908553 | ETF | 32,346 | $285.8 萬 | 1.2% | – |
| iShares Tr464288844 | US OIL EQ&SV ETF | 51,913 | $113.8 萬 | 0.5% | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 28,954 | $94.2 萬 | 0.4% | – |
| iShares Inc464286343 | US PWR INFRA ETF | 38,053 | $91.7 萬 | 0.4% | – |
| BABoeing Co | Stock | 3,153 | $82.2 萬 | 0.3% | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 18,920 | $74.0 萬 | 0.3% | – |
| VanEck ETF Trust92189H102 | DURABLE HGH DIV | 10,076 | $31.2 萬 | 0.1% | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 11,464 | $31.1 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 7,340 | $28.6 萬 | 0.1% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 745 | $28.1 萬 | 0.1% | 歷史 |