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 |
|---|---|---|---|---|---|---|---|
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 2,070 | $7.20 萬 | <0.1% | +2,070 | 新進 | – |
| PNRPENTAIR plc | SHS | 1,070 | $7.20 萬 | <0.1% | +1,070 | 新進 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 896 | $7.30 萬 | <0.1% | +896 | 新進 | – |
| DOCUDocuSign, Inc. | Stock | 265 | $7.40 萬 | <0.1% | +265 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,525 | $7.70 萬 | <0.1% | +1,525 | 新進 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 2,020 | $7.90 萬 | <0.1% | +2,020 | 新進 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 497 | $8.10 萬 | <0.1% | +497 | 新進 | – |
| EOGEOG Resources Inc | Stock | 1,000 | $8.30 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| FSKFS KKR Capital Corp | COM | 3,862 | $8.30 萬 | <0.1% | +3,862 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 316 | $8.40 萬 | <0.1% | +316 | 新進 | 歷史 |
| FLNAFilana Therapeutics, Inc. | COM | 1,000 | $8.50 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 240 | $8.70 萬 | <0.1% | +240 | 新進 | 歷史 |
| PINSPinterest, Inc. | CL A | 1,100 | $8.70 萬 | <0.1% | +1,100 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 225 | $8.90 萬 | <0.1% | +225 | 新進 | – |
| MCDMcDonalds Corp | Stock | 386 | $8.90 萬 | <0.1% | +386 | 新進 | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 1,282 | $8.90 萬 | <0.1% | +1,282 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 2,687 | $8.90 萬 | <0.1% | +2,687 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 227 | $9.10 萬 | <0.1% | +227 | 新進 | 歷史 |
| CVNACarvana Co. | CL A | 300 | $9.10 萬 | <0.1% | +300 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 828 | $9.30 萬 | <0.1% | +828 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 888 | $9.30 萬 | <0.1% | +888 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 333 | $9.60 萬 | <0.1% | +333 | 新進 | – |
| ZMZoom Communications, Inc. | Stock | 254 | $9.80 萬 | <0.1% | +254 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 2,444 | $10.1 萬 | <0.1% | +2,444 | 新進 | – |
| iShares Tr464287580 | US CONSUM DISCRE | 1,297 | $10.1 萬 | <0.1% | +1,297 | 新進 | – |
| XELXcel Energy Inc | Stock | 1,565 | $10.3 萬 | <0.1% | +1,565 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 839 | $10.7 萬 | <0.1% | +839 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 695 | $10.8 萬 | <0.1% | +695 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 475 | $10.9 萬 | <0.1% | +475 | 新進 | 歷史 |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 5,182 | $10.9 萬 | <0.1% | +5,182 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 2,115 | $11.3 萬 | <0.1% | +2,115 | 新進 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 3,050 | $11.5 萬 | <0.1% | +3,050 | 新進 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 1,501 | $12.2 萬 | <0.1% | +1,501 | 新進 | – |
| Invesco Exchange Traded FD T46137V217 | S&P MDCP400 PR | 539 | $12.2 萬 | <0.1% | +539 | 新進 | – |
| CMICummins Inc | Stock | 532 | $13.0 萬 | 0.1% | +532 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E115 | S&P SMLCP INFO | 913 | $13.1 萬 | 0.1% | +913 | 新進 | – |
| JNJJohnson & Johnson | Stock | 809 | $13.3 萬 | 0.1% | +809 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,002 | $13.5 萬 | 0.1% | +1,002 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 422 | $13.5 萬 | 0.1% | +422 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,745 | $13.6 萬 | 0.1% | +1,745 | 新進 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,310 | $14.1 萬 | 0.1% | +1,310 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 413 | $14.2 萬 | 0.1% | +413 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 3,660 | $14.3 萬 | 0.1% | +3,660 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 6,578 | $14.3 萬 | 0.1% | +6,578 | 新進 | – |
| TRVTravelers Companies, Inc. | Stock | 996 | $14.9 萬 | 0.1% | +996 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,760 | $15.2 萬 | 0.1% | +2,760 | 新進 | – |
| INTCIntel Corp | Stock | 2,718 | $15.3 萬 | 0.1% | +2,718 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,098 | $15.6 萬 | 0.1% | +1,098 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,064 | $15.6 萬 | 0.1% | +1,064 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 1,267 | $15.7 萬 | 0.1% | +1,267 | 新進 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 843 | $15.9 萬 | 0.1% | +843 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 71 | $17.3 萬 | 0.1% | +71 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,146 | $17.7 萬 | 0.1% | +1,146 | 新進 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 3,147 | $18.0 萬 | 0.1% | +3,147 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,195 | $18.2 萬 | 0.1% | +2,195 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,527 | $19.2 萬 | 0.1% | +3,527 | 新進 | – |
| KOCoca Cola Co | Stock | 3,756 | $20.3 萬 | 0.1% | +3,756 | 新進 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,006 | $20.5 萬 | 0.1% | 00.0% | 不變 | – |
| HALHalliburton Co | Stock | 9,052 | $20.9 萬 | 0.1% | +9,052 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 1,192 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 974 | $21.2 萬 | 0.1% | +12+1.2% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 3,412 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| BABAAlibaba Group Holding Ltd | ADR | 966 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,229 | $22.0 萬 | 0.1% | −4,397−66.4% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,305 | $23.5 萬 | 0.1% | +2,305 | 新進 | – |
| NEENextera Energy Inc | Stock | 3,300 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 849 | $24.6 萬 | 0.1% | +1+0.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 2,174 | $25.2 萬 | 0.1% | +46+2.2% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 1,406 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 11,865 | $25.6 萬 | 0.1% | −1,853−13.5% | 減碼 | – |
| WMTWalmart Inc. | Stock | 1,827 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 748 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,395 | $27.0 萬 | 0.1% | +29+1.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,129 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,708 | $28.5 萬 | 0.1% | +10.0% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,540 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,297 | $28.9 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,272 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 124 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WWayfair Inc. | CL A | 1,000 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,323 | $32.7 萬 | 0.1% | +4,323 | 新進 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,067 | $36.0 萬 | 0.1% | 00.0% | 不變 | – |
| BBYBest Buy Co Inc | Stock | 3,190 | $36.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,657 | $38.3 萬 | 0.2% | +1,383+60.8% | 加碼 | – |
| MELIMercadolibre Inc | COM | 250 | $38.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,374 | $40.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 8,189 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 5,359 | $44.8 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 8,507 | $45.6 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 145 | $49.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,386 | $50.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,759 | $55.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,482 | $55.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,599 | $57.1 萬 | 0.2% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 4,244 | $58.1 萬 | 0.2% | −300−6.6% | 減碼 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 3,677 | $61.0 萬 | 0.2% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 11,071 | $63.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 12,940 | $64.1 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,494 | $67.6 萬 | 0.3% | −89−3.4% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,872 | $68.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |