Strategic Wealth Designers
- SEC CIK
- 0001802365
- 最新申報
- 2026/8/4
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/13 申報。只含多頭部位。
- 持股檔數
- 135
- 2024 年第 1 季沒有申報
- 總值
- $7.91 億
- 2024 年第 1 季沒有申報
Strategic Wealth Designers 沒有申報 2024 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 262,285 | $5,172 萬 | 6.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 231,280 | $5,013 萬 | 6.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 78,337 | $4,272 萬 | 5.4% | – | – | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 1,501,317 | $4,007 萬 | 5.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 118,899 | $3,187 萬 | 4.0% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 399,801 | $2,308 萬 | 2.9% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 277,680 | $2,202 萬 | 2.8% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 215,130 | $2,130 萬 | 2.7% | – | – | – |
| GLDSPDR Gold Trust | ETF | 92,137 | $1,986 萬 | 2.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 41,359 | $1,889 萬 | 2.4% | – | – | 歷史 |
| Exchange Listed FDS Tr30151E558 | BANC US LARG ETF | 662,113 | $1,873 萬 | 2.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 33,980 | $1,715 萬 | 2.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19,532 | $1,652 萬 | 2.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 97,808 | $1,592 萬 | 2.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 72,868 | $1,497 萬 | 1.9% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 55,941 | $1,433 萬 | 1.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 54,160 | $1,426 萬 | 1.8% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 108,787 | $1,352 萬 | 1.7% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 72,663 | $1,272 萬 | 1.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 61,857 | $1,132 萬 | 1.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,378 | $1,127 萬 | 1.4% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 113,411 | $1,079 萬 | 1.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 100,259 | $1,062 萬 | 1.3% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 147,639 | $1,015 萬 | 1.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 117,498 | $974.9 萬 | 1.2% | – | – | – |
| BABoeing Co | Stock | 51,774 | $966.6 萬 | 1.2% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 341,859 | $961.0 萬 | 1.2% | – | – | – |
| AXPAmerican Express Co | Stock | 38,155 | $892.1 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 277,732 | $868.6 萬 | 1.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 17,438 | $808.5 萬 | 1.0% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 111,721 | $794.3 萬 | 1.0% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 13,396 | $750.2 萬 | 0.9% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 15,731 | $733.8 萬 | 0.9% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 34,542 | $726.2 萬 | 0.9% | – | – | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 38,149 | $724.4 萬 | 0.9% | – | – | – |
| JNJJohnson & Johnson | Stock | 49,464 | $724.3 萬 | 0.9% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 110,172 | $697.2 萬 | 0.9% | – | – | 歷史 |
| LINLinde PLC | Stock | 16,223 | $695.9 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 42,648 | $694.7 萬 | 0.9% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 27,939 | $683.1 萬 | 0.9% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 69,455 | $680.9 萬 | 0.9% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 67,560 | $671.2 萬 | 0.8% | – | – | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 96,203 | $667.5 萬 | 0.8% | – | – | – |
| KHCKraft Heinz Co | Stock | 209,179 | $666.4 萬 | 0.8% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 33,344 | $648.9 萬 | 0.8% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 99,418 | $648.6 萬 | 0.8% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 37,832 | $644.5 萬 | 0.8% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 11,585 | $627.6 萬 | 0.8% | – | – | 歷史 |
| ABRArbor Realty Trust Inc | COM | 435,225 | $617.6 萬 | 0.8% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 29,259 | $612.6 萬 | 0.8% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12,382 | $612.5 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 142,940 | $595.5 萬 | 0.8% | – | – | – |
| AMGNAmgen Inc | Stock | 18,700 | $581.6 萬 | 0.7% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 120,776 | $573.9 萬 | 0.7% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 196,373 | $547.9 萬 | 0.7% | – | – | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 38,817 | $400.4 萬 | 0.5% | – | – | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 75,000 | $364.5 萬 | 0.5% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,864 | $225.0 萬 | 0.3% | – | – | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 37,218 | $218.6 萬 | 0.3% | – | – | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 56,948 | $205.9 萬 | 0.3% | – | – | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 56,598 | $187.4 萬 | 0.2% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 41,170 | $183.0 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 41,570 | $163.1 萬 | 0.2% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 8,212 | $150.3 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 2,206 | $148.6 萬 | 0.2% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,053 | $145.5 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 5,431 | $114.0 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 12,210 | $111.6 萬 | 0.1% | – | – | – |
| HLIHoulihan Lokey, Inc. | CL A | 8,041 | $108.8 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,534 | $102.7 萬 | 0.1% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 4,392 | $96.0 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,173 | $94.0 萬 | 0.1% | – | – | 歷史 |
| DOXAmdocs Ltd | SHS | 11,464 | $90.2 萬 | 0.1% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 694 | $86.9 萬 | 0.1% | – | – | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 2,670 | $86.7 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 928 | $84.8 萬 | 0.1% | – | – | 歷史 |
| CNXCConcentrix Corp | Stock | 13,119 | $83.7 萬 | 0.1% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 5,729 | $81.8 萬 | 0.1% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 1,657 | $79.4 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,197 | $79.3 萬 | 0.1% | – | – | 歷史 |
| HPQHP Inc | Stock | 21,320 | $74.6 萬 | 0.1% | – | – | 歷史 |
| Direxion Shs ETF Tr25460E232 | DAILY SM CP BEAR | 37,037 | $70.4 萬 | 0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,259 | $69.1 萬 | 0.1% | – | – | – |
| BALLBALL Corp | COM | 11,464 | $68.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,783 | $67.2 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 9,773 | $65.9 萬 | 0.1% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 1,054 | $63.4 萬 | 0.1% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,819 | $58.0 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,164 | $52.0 萬 | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,079 | $52.0 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 6,486 | $50.0 萬 | 0.1% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 3,674 | $49.6 萬 | 0.1% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 21,082 | $44.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 878 | $44.0 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,227 | $41.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,358 | $38.3 萬 | <0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,501 | $37.1 萬 | <0.1% | – | – | – |
| UUnity Software Inc. | COM | 22,606 | $35.7 萬 | <0.1% | – | – | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 50,185 | $35.6 萬 | <0.1% | – | – | 歷史 |
| BIDUBaidu, Inc. | ADR | 4,041 | $34.8 萬 | <0.1% | – | – | 歷史 |