Spectrum Wealth Advisory Group, LLC
- SEC CIK
- 0001776821
- 最新申報
- 2026/8/6
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/18 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 31
- 較 2023 年第 4 季 0
- 總值
- $8,693 萬
- 較 2023 年第 4 季 +$588.8 萬 (+7.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 66,314 | $2,946 萬 | 33.9% | −528−0.8% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 266,043 | $1,024 萬 | 11.8% | +4,743+1.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 132,914 | $749.6 萬 | 8.6% | −2,466−1.8% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 51,904 | $608.4 萬 | 7.0% | −117−0.2% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 139,735 | $590.1 萬 | 6.8% | +1,851+1.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 25,795 | $442.3 萬 | 5.1% | −54−0.2% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 97,628 | $441.7 萬 | 5.1% | +5,087+5.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,842 | $305.6 萬 | 3.5% | +224+4.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 24,258 | $278.6 萬 | 3.2% | −19−0.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 17,211 | $183.3 萬 | 2.1% | +23+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 12,353 | $130.7 萬 | 1.5% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,730 | $114.8 萬 | 1.3% | +2+0.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,945 | $97.2 萬 | 1.1% | −5−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,342 | $96.4 萬 | 1.1% | +398+8.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 10,556 | $77.1 萬 | 0.9% | −1,719−14.0% | 減碼 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 6,448 | $70.7 萬 | 0.8% | +10.0% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 7,672 | $65.7 萬 | 0.8% | +21+0.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 8,537 | $48.2 萬 | 0.6% | +5+0.1% | 加碼 | – |
| MAMastercard Inc | Stock | 968 | $46.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,434 | $45.6 萬 | 0.5% | −2−0.1% | 減碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 5,080 | $44.4 萬 | 0.5% | 00.0% | 不變 | – |
| OMCOmnicom Group Inc. | COM | 4,035 | $39.0 萬 | 0.4% | +31+0.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,743 | $35.8 萬 | 0.4% | +9+0.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 478 | $35.1 萬 | 0.4% | +2+0.4% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,250 | $32.4 萬 | 0.4% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,407 | $28.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,969 | $27.7 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 625 | $26.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 4,753 | $21.0 萬 | 0.2% | −234−4.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 810 | $20.6 萬 | 0.2% | +810 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 383 | $20.1 萬 | 0.2% | +383 | 新進 | – |
2023 年第 4 季之後清倉（2 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。