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 |
|---|---|---|---|---|---|---|---|
| BUDAnheuser-Busch InBev SA/NV | ADR | 50 | $4,000 | <0.1% | +50 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 60 | $4,000 | <0.1% | +60 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 50 | $4,000 | <0.1% | +50 | 新進 | 歷史 |
| HPQHP Inc | Stock | 126 | $4,000 | <0.1% | +126 | 新進 | 歷史 |
| QSQuantumScape Corp | COM CL A | 146 | $4,000 | <0.1% | +146 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 17 | $4,000 | <0.1% | +17 | 新進 | 歷史 |
| LENLennar Corp | CL A | 44 | $4,000 | <0.1% | +44 | 新進 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 106 | $4,000 | <0.1% | +106 | 新進 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 58 | $4,000 | <0.1% | +58 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 13 | $4,000 | <0.1% | +13 | 新進 | 歷史 |
| IPInternational Paper Co | COM | 60 | $4,000 | <0.1% | +60 | 新進 | 歷史 |
| DFSDiscover Financial Services | COM | 31 | $4,000 | <0.1% | +31 | 新進 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 55 | $4,000 | <0.1% | +55 | 新進 | 歷史 |
| MMLPMartin Midstream Partners L.P. | UNIT L P INT | 1,358 | $4,000 | <0.1% | +1,358 | 新進 | 歷史 |
| Polymet MNG Corp731916409 | COM NEW | 1,027 | $4,000 | <0.1% | +1,027 | 新進 | – |
| STORStore Capital LLC | COM | 113 | $4,000 | <0.1% | +113 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 23 | $5,000 | <0.1% | +23 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 85 | $5,000 | <0.1% | +85 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10 | $5,000 | <0.1% | +10 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 67 | $5,000 | <0.1% | +67 | 新進 | 歷史 |
| MGMMGM Resorts International | Stock | 111 | $5,000 | <0.1% | +111 | 新進 | 歷史 |
| DEDeere & Co | Stock | 15 | $5,000 | <0.1% | +15 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 72 | $5,000 | <0.1% | +72 | 新進 | 歷史 |
| WEXWEX Inc. | COM | 24 | $5,000 | <0.1% | +24 | 新進 | 歷史 |
| MPTMedical Properties Trust Inc | COM | 250 | $5,000 | <0.1% | +250 | 新進 | 歷史 |
| EMFTempleton Emerging Markets Fund | COM | 245 | $5,000 | <0.1% | +245 | 新進 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 24 | $5,000 | <0.1% | +24 | 新進 | 歷史 |
| Diamond S Shipping Inc.Y20676105 | COM | 490 | $5,000 | <0.1% | +490 | 新進 | – |
| CBChubb Ltd | Stock | 40 | $6,000 | <0.1% | +40 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 66 | $6,000 | <0.1% | +66 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 215 | $6,000 | <0.1% | +215 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 24 | $6,000 | <0.1% | +24 | 新進 | 歷史 |
| iShares Tr464288588 | MBS ETF | 57 | $6,000 | <0.1% | +57 | 新進 | – |
| BCRXBiocryst Pharmaceuticals Inc | COM | 390 | $6,000 | <0.1% | +390 | 新進 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 23 | $6,000 | <0.1% | +23 | 新進 | – |
| WTRGEssential Utilities, Inc. | COM | 135 | $6,000 | <0.1% | +135 | 新進 | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 137 | $6,000 | <0.1% | +137 | 新進 | – |
| Victory Portfolios II92647N832 | VCSHS US SML CAP | 88 | $6,000 | <0.1% | +88 | 新進 | – |
| WisdomTree Tr97717X214 | EMERG MKTS ESG | 164 | $6,000 | <0.1% | +164 | 新進 | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 243 | $7,000 | <0.1% | +243 | 新進 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 157 | $7,000 | <0.1% | +157 | 新進 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 80 | $7,000 | <0.1% | +80 | 新進 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 122 | $8,000 | <0.1% | +122 | 新進 | – |
| NKENIKE, Inc. | Stock | 50 | $8,000 | <0.1% | +50 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 30 | $8,000 | <0.1% | +30 | 新進 | 歷史 |
| U.S. Global Jets ETF26922A842 | ETF | 342 | $8,000 | <0.1% | +342 | 新進 | – |
| EXCExelon Corp | Stock | 178 | $8,000 | <0.1% | +178 | 新進 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 485 | $8,000 | <0.1% | +485 | 新進 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 1,500 | $8,000 | <0.1% | +1,500 | 新進 | 歷史 |
| TRGPTarga Resources Corp. | COM | 181 | $8,000 | <0.1% | +181 | 新進 | 歷史 |
| MYIBlackRock Muniyield Quality Fund III, Inc. | COM | 534 | $8,000 | <0.1% | +534 | 新進 | 歷史 |
| AGENAgenus Inc | COM NEW | 1,500 | $8,000 | <0.1% | +1,500 | 新進 | 歷史 |
| DOOBRP Inc. | COM SUN VTG | 100 | $8,000 | <0.1% | +100 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 13 | $8,000 | <0.1% | +13 | 新進 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 303 | $9,000 | <0.1% | +303 | 新進 | – |
| DUKDuke Energy CORP | Stock | 87 | $9,000 | <0.1% | +87 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 42 | $9,000 | <0.1% | +42 | 新進 | 歷史 |
| SRESempra | Stock | 66 | $9,000 | <0.1% | +66 | 新進 | 歷史 |
| TSCOTractor Supply Co | COM | 50 | $9,000 | <0.1% | +50 | 新進 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 80 | $9,000 | <0.1% | +80 | 新進 | – |
| NWNNorthwest Natural Holding Co | COM | 180 | $9,000 | <0.1% | +180 | 新進 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 227 | $9,000 | <0.1% | +227 | 新進 | 歷史 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 405 | $9,000 | <0.1% | +405 | 新進 | – |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 400 | $9,000 | <0.1% | +400 | 新進 | – |
| Capital Product Partners L PY11082206 | PARTNERSHP UNITS | 714 | $9,000 | <0.1% | +714 | 新進 | – |
| CVSCVS Health Corp | Stock | 120 | $1.00 萬 | <0.1% | +120 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 225 | $1.00 萬 | <0.1% | +225 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 68 | $1.00 萬 | <0.1% | +68 | 新進 | 歷史 |
| DCIDonaldson Co Inc | Stock | 160 | $1.00 萬 | <0.1% | +160 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 51 | $1.00 萬 | <0.1% | +51 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 50 | $1.00 萬 | <0.1% | +50 | 新進 | 歷史 |
| CCChemours Co | Stock | 280 | $1.00 萬 | <0.1% | +280 | 新進 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 123 | $1.00 萬 | <0.1% | +123 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 401 | $1.00 萬 | <0.1% | +401 | 新進 | – |
| PPTFranklin Premier Income Trust | SH BEN INT | 2,050 | $1.00 萬 | <0.1% | +2,050 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 300 | $1.10 萬 | <0.1% | +300 | 新進 | – |
| WisdomTree Tr97717W778 | INTL MIDCAP DV | 167 | $1.10 萬 | <0.1% | +167 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J551 | BULSHS 2022 MUNI | 418 | $1.10 萬 | <0.1% | +418 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J569 | BULSHS 2021 MUNI | 420 | $1.10 萬 | <0.1% | +420 | 新進 | – |
| NVDANVIDIA Corp | Stock | 15 | $1.20 萬 | <0.1% | +15 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 143 | $1.20 萬 | <0.1% | +143 | 新進 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 678 | $1.20 萬 | <0.1% | +678 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 66 | $1.20 萬 | <0.1% | +66 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 50 | $1.20 萬 | <0.1% | +50 | 新進 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 164 | $1.20 萬 | <0.1% | +164 | 新進 | – |
| IOSPInnospec Inc. | COM | 133 | $1.20 萬 | <0.1% | +133 | 新進 | 歷史 |
| FFord Motor Co | Stock | 870 | $1.30 萬 | <0.1% | +870 | 新進 | 歷史 |
| CICigna Group | Stock | 54 | $1.30 萬 | <0.1% | +54 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 590 | $1.30 萬 | <0.1% | +590 | 新進 | – |
| OGEOGE Energy Corp. | COM | 400 | $1.30 萬 | <0.1% | +400 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 170 | $1.30 萬 | <0.1% | +170 | 新進 | – |
| DKNGDraftKings Inc. | COM CL A | 242 | $1.30 萬 | <0.1% | +242 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 242 | $1.40 萬 | <0.1% | +242 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 288 | $1.40 萬 | <0.1% | +288 | 新進 | 歷史 |
| PIIPolaris Inc. | Stock | 100 | $1.40 萬 | <0.1% | +100 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 65 | $1.40 萬 | <0.1% | +65 | 新進 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 200 | $1.40 萬 | <0.1% | +200 | 新進 | – |
| WYWeyerhaeuser Co | COM NEW | 401 | $1.40 萬 | <0.1% | +401 | 新進 | 歷史 |
| MFCManulife Financial Corp | COM | 696 | $1.40 萬 | <0.1% | +696 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 40 | $1.50 萬 | <0.1% | +40 | 新進 | 歷史 |