Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/12 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 23
- 較 2021 年第 4 季 −2
- 總值
- $1.26 億
- 較 2021 年第 4 季 −$993.1 萬 (−7.3%)
| 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 | 617,740 | $2,575 萬 | 20.4% | −35,986−5.5% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 366,729 | $2,331 萬 | 18.5% | +366,729 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 246,889 | $1,600 萬 | 12.7% | +6,742+2.8% | 加碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 309,241 | $1,321 萬 | 10.5% | +27,741+9.9% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 188,980 | $974.6 萬 | 7.7% | −4,470−2.3% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 152,094 | $764.3 萬 | 6.1% | −11,932−7.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,684 | $534.7 萬 | 4.2% | +15+0.9% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 29,123 | $533.8 萬 | 4.2% | −317−1.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 30,972 | $532.2 萬 | 4.2% | −873−2.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 257,517 | $486.4 萬 | 3.9% | +4,271+1.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 10,567 | $193.8 萬 | 1.5% | 00.0% | 不變 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 41,084 | $183.6 萬 | 1.5% | +20,001+94.9% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 23,030 | $122.5 萬 | 1.0% | −5,404−19.0% | 減碼依 2 比 1 拆股換算 | – |
| TSLATesla, Inc. | Stock | 850 | $88.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $67.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 6,750 | $56.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,391 | $46.5 萬 | 0.4% | −492−17.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,850 | $45.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W596 | US ESG FUND | 9,119 | $43.3 萬 | 0.3% | −485,838−98.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,192 | $42.1 萬 | 0.3% | 00.0% | 不變 | – |
| IDXXIDEXX Laboratories Inc | COM | 660 | $35.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 6,114 | $28.4 萬 | 0.2% | +117+2.0% | 加碼 | – |
| Prospect Cap Corp74348TAR3 | NOTE 4.950% 7/1 | – | $1.10 萬 | <0.1% | – | – | – |
2021 年第 4 季之後清倉（3 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。