Spectrum Wealth Advisory Group, LLC
- SEC CIK
- 0001776821
- 最新申報
- 2026/8/6
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/7 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 36
- 較 2024 年第 1 季 +5
- 總值
- $9,351 萬
- 較 2024 年第 1 季 +$657.7 萬 (+7.6%)
| 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 | 67,152 | $3,217 萬 | 34.4% | +838+1.3% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 280,641 | $1,064 萬 | 11.4% | +14,598+5.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 132,635 | $748.3 萬 | 8.0% | −279−0.2% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 50,947 | $649.5 萬 | 6.9% | −957−1.8% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 143,643 | $585.4 萬 | 6.3% | +3,908+2.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 26,009 | $547.8 萬 | 5.9% | +214+0.8% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 104,810 | $443.8 萬 | 4.7% | +7,182+7.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,999 | $380.9 萬 | 4.1% | +1,157+19.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 24,562 | $280.0 萬 | 3.0% | +304+1.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 16,975 | $174.5 萬 | 1.9% | −236−1.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,856 | $127.7 萬 | 1.4% | +126+4.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 12,353 | $122.7 萬 | 1.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 5,397 | $104.3 萬 | 1.1% | +55+1.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,046 | $79.9 萬 | 0.9% | +101+1.3% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 9,878 | $71.2 萬 | 0.8% | −678−6.4% | 減碼 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 6,101 | $63.8 萬 | 0.7% | −347−5.4% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 7,470 | $62.8 萬 | 0.7% | −202−2.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 679 | $57.7 萬 | 0.6% | +201+42.1% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 4,980 | $49.7 萬 | 0.5% | −100−2.0% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,435 | $47.4 萬 | 0.5% | +10.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 8,543 | $47.2 萬 | 0.5% | +6+0.1% | 加碼 | – |
| MAMastercard Inc | Stock | 968 | $42.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,752 | $37.4 萬 | 0.4% | +9+0.5% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 4,065 | $36.5 萬 | 0.4% | +30+0.7% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 13,390 | $35.6 萬 | 0.4% | +13,390 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,615 | $34.7 萬 | 0.4% | +208+14.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,250 | $33.2 萬 | 0.4% | 00.0% | 不變 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,970 | $27.6 萬 | 0.3% | +1+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 625 | $25.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,269 | $23.3 萬 | 0.2% | +1,269 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 827 | $22.1 萬 | 0.2% | +827 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 383 | $22.1 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,199 | $21.8 萬 | 0.2% | +1,199 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 630 | $21.7 萬 | 0.2% | +630 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,029 | $20.4 萬 | 0.2% | +1,029 | 新進 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,500 | $20.4 萬 | 0.2% | +2,500 | 新進 | – |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。