Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 25
- 較 2021 年第 3 季 −1
- 總值
- $1.36 億
- 較 2021 年第 3 季 +$1,882 萬 (+16.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 653,726 | $2,746 萬 | 20.2% | +40,412+6.6% | 加碼 | – |
| WisdomTree Tr97717W596 | US ESG FUND | 494,957 | $2,538 萬 | 18.7% | +20,480+4.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 240,147 | $1,740 萬 | 12.8% | −3,904−1.6% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 281,500 | $1,288 萬 | 9.5% | +35,712+14.5% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 193,450 | $1,075 萬 | 7.9% | +15,882+8.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 164,026 | $828.0 萬 | 6.1% | +19,424+13.4% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 29,440 | $665.7 萬 | 4.9% | +29,440 | 新進 | – |
| AAPLApple Inc. | Stock | 31,845 | $565.5 萬 | 4.2% | −11,470−26.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,669 | $556.5 萬 | 4.1% | −183−9.9% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 253,246 | $514.6 萬 | 3.8% | +14,871+6.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 10,567 | $208.9 萬 | 1.5% | +2,032+23.8% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 14,217 | $161.8 萬 | 1.2% | +7,330+106.4% | 加碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 9,228 | $103.3 萬 | 0.8% | −3,639−28.3% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 21,083 | $97.6 萬 | 0.7% | +21,083 | 新進 | – |
| TSLATesla, Inc. | Stock | 850 | $89.8 萬 | 0.7% | −2,550−75.0% | 減碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $62.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,883 | $61.8 萬 | 0.5% | −22−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $58.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,850 | $54.4 萬 | 0.4% | +550+42.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,192 | $47.4 萬 | 0.3% | 00.0% | 不變 | – |
| IDXXIDEXX Laboratories Inc | COM | 660 | $43.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 5,439 | $32.2 萬 | 0.2% | −5,485−50.2% | 減碼 | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 5,997 | $30.8 萬 | 0.2% | −145−2.4% | 減碼 | – |
| TERTeradyne, Inc | Stock | 1,761 | $28.8 萬 | 0.2% | +1,761 | 新進 | 歷史 |
| Prospect Cap Corp74348TAR3 | NOTE 4.950% 7/1 | – | $1.10 萬 | <0.1% | – | – | – |
2021 年第 3 季之後清倉（4 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。