Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/25 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 25
- 較 2022 年第 3 季 +3
- 總值
- $1.33 億
- 較 2022 年第 3 季 +$1,369 萬 (+11.5%)
| 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 | 599,874 | $2,333 萬 | 17.5% | −10,064−1.7% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 347,475 | $2,097 萬 | 15.7% | −10,993−3.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 264,967 | $1,343 萬 | 10.1% | +4,957+1.9% | 加碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 324,033 | $1,155 萬 | 8.7% | +13,456+4.3% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 195,942 | $911.9 萬 | 6.8% | +4,405+2.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 390,160 | $897.8 萬 | 6.7% | +22,074+6.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 167,950 | $841.9 萬 | 6.3% | +13,506+8.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 154,554 | $598.7 萬 | 4.5% | +8,826+6.1% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 54,787 | $501.6 萬 | 3.8% | +3,750+7.3% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 256,396 | $430.7 萬 | 3.2% | +4,194+1.7% | 加碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 166,674 | $408.2 萬 | 3.1% | +13,427+8.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 28,735 | $373.4 萬 | 2.8% | −50−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,077 | $294.6 萬 | 2.2% | +100+0.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 47,289 | $217.2 萬 | 1.6% | +47,289 | 新進 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 42,458 | $211.0 萬 | 1.6% | +42,458 | 新進 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 9,691 | $172.8 萬 | 1.3% | −38−0.4% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 37,619 | $154.1 萬 | 1.2% | −929−2.4% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 21,217 | $104.2 萬 | 0.8% | +21,217 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $60.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,034 | $52.7 萬 | 0.4% | +15+0.5% | 加碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $52.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,190 | $31.7 萬 | 0.2% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 2,550 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $27.6 萬 | 0.2% | +2,035 | 新進 | – |
| WisdomTree Tr97717W596 | US ESG FUND | 5,888 | $24.2 萬 | 0.2% | 00.0% | 不變 | – |
2022 年第 3 季之後清倉（1 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。