Strategic Wealth Designers
- SEC CIK
- 0001802365
- 最新申報
- 2026/8/4
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 89
- 較 2021 年第 1 季 +11
- 總值
- $2.82 億
- 較 2021 年第 1 季 +$7,371 萬 (+35.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 909,194 | $3,755 萬 | 13.3% | +278,071+44.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 585,718 | $3,598 萬 | 12.8% | +97,078+19.9% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 215,627 | $1,954 萬 | 6.9% | +40,018+22.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,486 | $1,305 萬 | 4.6% | +6,184+25.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 88,139 | $1,207 萬 | 4.3% | +19,278+28.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 51,801 | $1,154 萬 | 4.1% | +8,667+20.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,149 | $1,083 萬 | 3.8% | +769+32.3% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 242,909 | $955.5 萬 | 3.4% | +49,415+25.5% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 21,246 | $732.9 萬 | 2.6% | +4,073+23.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 41,400 | $685.7 萬 | 2.4% | +8,250+24.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,458 | $583.3 萬 | 2.1% | +3,504+27.0% | 加碼 | – |
| ABRArbor Realty Trust Inc | COM | 314,683 | $560.8 萬 | 2.0% | +46,127+17.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 93,653 | $506.8 萬 | 1.8% | +22,823+32.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 228,773 | $441.3 萬 | 1.6% | +47,065+25.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 12,501 | $434.7 萬 | 1.5% | +3,161+33.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 23,965 | $421.2 萬 | 1.5% | +5,332+28.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,605 | $391.9 萬 | 1.4% | +358+28.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 15,162 | $370.4 萬 | 1.3% | +4,591+43.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,614 | $368.8 萬 | 1.3% | +3,565+35.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 125,295 | $360.6 萬 | 1.3% | +27,367+27.9% | 加碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 125,385 | $328.1 萬 | 1.2% | +17,832+16.6% | 加碼 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 34,398 | $313.3 萬 | 1.1% | +5,773+20.2% | 加碼 | – |
| Vanguard Materials ETF92204A801 | ETF | 17,279 | $312.4 萬 | 1.1% | +2,965+20.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 19,562 | $304.3 萬 | 1.1% | +3,973+25.5% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 29,877 | $304.1 萬 | 1.1% | +2,961+11.0% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 89,007 | $301.4 萬 | 1.1% | +22,637+34.1% | 加碼 | – |
| AXPAmerican Express Co | Stock | 18,221 | $301.1 萬 | 1.1% | +4,591+33.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 21,060 | $284.2 萬 | 1.0% | +6,506+44.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,086 | $282.6 萬 | 1.0% | +3,465+40.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,869 | $271.8 萬 | 1.0% | +1,773+34.8% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 66,509 | $271.2 萬 | 1.0% | +18,055+37.3% | 加碼 | 歷史 |
| BPBP PLC | ADR | 100,780 | $266.3 萬 | 0.9% | +13,480+15.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 10,857 | $260.1 萬 | 0.9% | +2,191+25.3% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 34,051 | $251.2 萬 | 0.9% | +9,862+40.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 43,724 | $245.0 萬 | 0.9% | +8,207+23.1% | 加碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 38,467 | $232.6 萬 | 0.8% | +8,474+28.3% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 37,352 | $187.2 萬 | 0.7% | +10,026+36.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,485 | $156.3 萬 | 0.6% | +2,754+40.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,019 | $152.5 萬 | 0.5% | +947+30.8% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 19,137 | $148.1 萬 | 0.5% | +4,860+34.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,990 | $146.4 萬 | 0.5% | +2,690+36.8% | 加碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 14,541 | $140.2 萬 | 0.5% | +3,036+26.4% | 加碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 11,512 | $106.5 萬 | 0.4% | +3,150+37.7% | 加碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 7,687 | $104.1 萬 | 0.4% | +2,284+42.3% | 加碼 | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 16,269 | $102.9 萬 | 0.4% | +3,490+27.3% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 4,776 | $99.3 萬 | 0.4% | +2,852+148.2% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 11,020 | $95.6 萬 | 0.3% | −1,060−8.8% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,699 | $89.7 萬 | 0.3% | +480+39.4% | 加碼 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 16,027 | $73.7 萬 | 0.3% | +6,024+60.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,808 | $72.1 萬 | 0.3% | +151+9.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,490 | $69.2 萬 | 0.2% | +320+14.7% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 1,465 | $64.8 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 6,936 | $58.9 萬 | 0.2% | +1,475+27.0% | 加碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 3,674 | $56.7 萬 | 0.2% | +3,674 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 5,849 | $52.3 萬 | 0.2% | +1,656+39.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,679 | $48.8 萬 | 0.2% | +1,215+27.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 625 | $42.5 萬 | 0.2% | −33−5.0% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,225 | $41.7 萬 | 0.1% | +484+12.9% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 3,944 | $40.6 萬 | 0.1% | +3,944 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 3,511 | $39.5 萬 | 0.1% | +108+3.2% | 加碼 | 歷史 |
| WTFCWintrust Financial Corp | COM | 5,000 | $37.8 萬 | 0.1% | −5,000−50.0% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,604 | $33.3 萬 | 0.1% | +2,604 | 新進 | – |
| DDD3D Systems Corp | COM NEW | 7,959 | $31.8 萬 | 0.1% | −581−6.8% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 2,384 | $31.1 萬 | 0.1% | +21+0.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,660 | $30.8 萬 | 0.1% | +297+12.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,925 | $30.4 萬 | 0.1% | +151+5.4% | 加碼 | – |
| ORealty Income Corp | REIT | 4,507 | $30.1 萬 | 0.1% | −2,245−33.2% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 7,256 | $29.1 萬 | 0.1% | +336+4.9% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,914 | $28.3 萬 | 0.1% | +1,914 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 957 | $27.9 萬 | 0.1% | +957 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 579 | $24.9 萬 | 0.1% | +48+9.0% | 加碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 5,633 | $24.9 萬 | 0.1% | +54+1.0% | 加碼 | – |
| TFCTruist Financial Corp | COM | 4,458 | $24.7 萬 | 0.1% | +194+4.5% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 9,195 | $24.1 萬 | 0.1% | +96+1.1% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 4,116 | $21.8 萬 | 0.1% | +4,116 | 新進 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 53,129 | $21.6 萬 | 0.1% | +53,129 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 945 | $21.4 萬 | 0.1% | +945 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 920 | $21.1 萬 | 0.1% | +920 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 531 | $20.3 萬 | 0.1% | +531 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 922 | $20.3 萬 | 0.1% | −63−6.4% | 減碼 | 歷史 |
| MMM3M Co | Stock | 1,009 | $20.0 萬 | 0.1% | +1,009 | 新進 | 歷史 |
| LCTXLineage Cell Therapeutics, Inc. | COM | 64,232 | $18.3 萬 | 0.1% | −382−0.6% | 減碼 | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 16,581 | $13.3 萬 | <0.1% | +426+2.6% | 加碼 | 歷史 |
| SERSerina Therapeutics, Inc. | COM | 65,187 | $10.1 萬 | <0.1% | +6,039+10.2% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 10,868 | $9.70 萬 | <0.1% | +10,868 | 新進 | 歷史 |
| CHRNChronoScale Holdings Corp | COM | 16,312 | $9.00 萬 | <0.1% | +1,476+9.9% | 加碼 | 歷史 |
| CWBRCohBar, Inc. | COM | 48,631 | $6.80 萬 | <0.1% | +8,457+21.1% | 加碼 | 歷史 |
| ATHXAthersys, Inc | COM | 40,130 | $5.80 萬 | <0.1% | +6,802+20.4% | 加碼 | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 4 | $0 | 0.0% | +4 | 新進 | – |
2021 年第 1 季之後清倉（2 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。