Personal Wealth Partners
- SEC CIK
- 0001766435
- 最新申報
- 2022/8/9
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/23 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 437
- 較 2021 年第 1 季 +360
- 總值
- $2.48 億
- 較 2021 年第 1 季 +$2,629 萬 (+11.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GTXGarrett Motion Inc. | Stock | 1 | $0 | 0.0% | +1 | 新進 | 歷史 |
| REZIResideo Technologies, Inc. | Stock | 2 | $0 | 0.0% | +2 | 新進 | 歷史 |
| LIVNLivaNova PLC | SHS | 3 | $0 | 0.0% | +3 | 新進 | 歷史 |
| LITELumentum Holdings Inc. | COM | 4 | $0 | 0.0% | +4 | 新進 | 歷史 |
| CNDTCONDUENT Inc | COM | 5 | $0 | 0.0% | +5 | 新進 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 31 | $0 | 0.0% | +31 | 新進 | 歷史 |
| SQBGSequential Brands Group, Inc. | COM NEW | 1 | $0 | 0.0% | +1 | 新進 | 歷史 |
| VSTOVista Outdoor Inc. | COM | 2 | $0 | 0.0% | +2 | 新進 | 歷史 |
| WLLWhiting Holdings LLC | COM NEW | 3 | $0 | 0.0% | +3 | 新進 | 歷史 |
| AMCRAmcor plc | ORD | 20 | $0 | 0.0% | +20 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 7 | $1,000 | <0.1% | +7 | 新進 | 歷史 |
| SUSuncor Energy Inc | Stock | 25 | $1,000 | <0.1% | +25 | 新進 | 歷史 |
| TERTeradyne, Inc | Stock | 11 | $1,000 | <0.1% | +11 | 新進 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 15 | $1,000 | <0.1% | +15 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 17 | $1,000 | <0.1% | +17 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 5 | $1,000 | <0.1% | +5 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 16 | $1,000 | <0.1% | +16 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 7 | $1,000 | <0.1% | +7 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 12 | $1,000 | <0.1% | +12 | 新進 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 9 | $1,000 | <0.1% | +9 | 新進 | 歷史 |
| AONAon plc | CL A | 6 | $1,000 | <0.1% | +6 | 新進 | 歷史 |
| ALLEAllegion plc | ORD SHS | 5 | $1,000 | <0.1% | +5 | 新進 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 2 | $1,000 | <0.1% | +2 | 新進 | 歷史 |
| SSYSStratasys Ltd. | SHS | 50 | $1,000 | <0.1% | +50 | 新進 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 20 | $1,000 | <0.1% | +20 | 新進 | 歷史 |
| FTITechnipFMC plc | COM | 68 | $1,000 | <0.1% | +68 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 12 | $1,000 | <0.1% | +12 | 新進 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 8 | $1,000 | <0.1% | +8 | 新進 | 歷史 |
| DPZDominos Pizza Inc | COM | 3 | $1,000 | <0.1% | +3 | 新進 | 歷史 |
| CSRCenterspace | COM | 16 | $1,000 | <0.1% | +16 | 新進 | 歷史 |
| UAUnder Armour, Inc. | CL C | 70 | $1,000 | <0.1% | +70 | 新進 | 歷史 |
| XRXXerox Holdings Corp | COM NEW | 41 | $1,000 | <0.1% | +41 | 新進 | 歷史 |
| CTXSCitrix Systems Inc | COM | 9 | $1,000 | <0.1% | +9 | 新進 | 歷史 |
| GEGeneral Electric Co | COM | 50 | $1,000 | <0.1% | +50 | 新進 | 歷史 |
| NLSNNielsen Holdings plc | SHS EUR | 24 | $1,000 | <0.1% | +24 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6 | $2,000 | <0.1% | +6 | 新進 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 41 | $2,000 | <0.1% | +41 | 新進 | – |
| GISGeneral Mills Inc | Stock | 29 | $2,000 | <0.1% | +29 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 20 | $2,000 | <0.1% | +20 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 7 | $2,000 | <0.1% | +7 | 新進 | 歷史 |
| BPBP PLC | ADR | 70 | $2,000 | <0.1% | +70 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 18 | $2,000 | <0.1% | +18 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 22 | $2,000 | <0.1% | +22 | 新進 | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 125 | $2,000 | <0.1% | +125 | 新進 | – |
| OGNOrganon & Co. | Stock | 66 | $2,000 | <0.1% | +66 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 39 | $2,000 | <0.1% | +39 | 新進 | – |
| ZTSZoetis Inc. | Stock | 9 | $2,000 | <0.1% | +9 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6 | $2,000 | <0.1% | +6 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 26 | $2,000 | <0.1% | +26 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6 | $2,000 | <0.1% | +6 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 5 | $2,000 | <0.1% | +5 | 新進 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 12 | $2,000 | <0.1% | +12 | 新進 | 歷史 |
| CAHCardinal Health Inc | Stock | 37 | $2,000 | <0.1% | +37 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 53 | $2,000 | <0.1% | +53 | 新進 | 歷史 |
| CECelanese Corp | Stock | 16 | $2,000 | <0.1% | +16 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 9 | $2,000 | <0.1% | +9 | 新進 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 84 | $2,000 | <0.1% | +84 | 新進 | – |
| TTWOTake Two Interactive Software Inc | COM | 14 | $2,000 | <0.1% | +14 | 新進 | 歷史 |
| RMDResmed Inc | COM | 7 | $2,000 | <0.1% | +7 | 新進 | 歷史 |
| CPBCAMPBELL'S Co | COM | 43 | $2,000 | <0.1% | +43 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 9 | $2,000 | <0.1% | +9 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 20 | $2,000 | <0.1% | +20 | 新進 | – |
| WTWWillis Towers Watson PLC | SHS | 8 | $2,000 | <0.1% | +8 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 15 | $2,000 | <0.1% | +15 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 3 | $2,000 | <0.1% | +3 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 10 | $2,000 | <0.1% | +10 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 12 | $2,000 | <0.1% | +12 | 新進 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 45 | $2,000 | <0.1% | +45 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 19 | $3,000 | <0.1% | +19 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 12 | $3,000 | <0.1% | +12 | 新進 | 歷史 |
| WUWestern Union CO | Stock | 112 | $3,000 | <0.1% | +112 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 32 | $3,000 | <0.1% | +32 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 200 | $3,000 | <0.1% | +200 | 新進 | 歷史 |
| KKellanova | Stock | 40 | $3,000 | <0.1% | +40 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 12 | $3,000 | <0.1% | +12 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 10 | $3,000 | <0.1% | +10 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 15 | $3,000 | <0.1% | +15 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 23 | $3,000 | <0.1% | +23 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 24 | $3,000 | <0.1% | +24 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 18 | $3,000 | <0.1% | +18 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 9 | $3,000 | <0.1% | +9 | 新進 | 歷史 |
| BMOBank of Montreal | COM | 33 | $3,000 | <0.1% | +33 | 新進 | 歷史 |
| PSAPublic Storage | COM | 11 | $3,000 | <0.1% | +11 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 16 | $3,000 | <0.1% | +16 | 新進 | 歷史 |
| IQIInvesco Quality Municipal Income Trust | COM | 201 | $3,000 | <0.1% | +201 | 新進 | 歷史 |
| DKDelek US Holdings, Inc. | COM | 132 | $3,000 | <0.1% | +132 | 新進 | 歷史 |
| MTDMettler Toledo International Inc | COM | 2 | $3,000 | <0.1% | +2 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 36 | $3,000 | <0.1% | +36 | 新進 | 歷史 |
| CMSCMS Energy Corp | COM | 53 | $3,000 | <0.1% | +53 | 新進 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 27 | $3,000 | <0.1% | +27 | 新進 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 26 | $3,000 | <0.1% | +26 | 新進 | 歷史 |
| AEEAmeren Corp | COM | 33 | $3,000 | <0.1% | +33 | 新進 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 115 | $3,000 | <0.1% | +115 | 新進 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 100 | $3,000 | <0.1% | +100 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 12 | $4,000 | <0.1% | +12 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 7 | $4,000 | <0.1% | +7 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 15 | $4,000 | <0.1% | +15 | 新進 | 歷史 |
| KRKroger Co | Stock | 98 | $4,000 | <0.1% | +98 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 17 | $4,000 | <0.1% | +17 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7 | $4,000 | <0.1% | +7 | 新進 | 歷史 |