Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/6 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 23
- 較 2022 年第 4 季 −2
- 總值
- $1.38 億
- 較 2022 年第 4 季 +$427.0 萬 (+3.2%)
| 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 | 603,639 | $2,458 萬 | 17.9% | +3,765+0.6% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 353,380 | $2,203 萬 | 16.0% | +5,905+1.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 271,551 | $1,503 萬 | 10.9% | +6,584+2.5% | 加碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 327,948 | $1,293 萬 | 9.4% | +3,915+1.2% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 197,998 | $948.0 萬 | 6.9% | +2,056+1.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 402,410 | $934.8 萬 | 6.8% | +12,250+3.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 163,005 | $820.2 萬 | 6.0% | −4,945−2.9% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 160,033 | $637.9 萬 | 4.6% | +5,479+3.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 55,841 | $587.4 萬 | 4.3% | +1,054+1.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 28,736 | $473.9 萬 | 3.4% | +10.0% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 182,459 | $428.6 萬 | 3.1% | +15,785+9.5% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 258,584 | $412.7 萬 | 3.0% | +2,188+0.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 35,766 | $369.4 萬 | 2.7% | +689+2.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 9,581 | $179.8 萬 | 1.3% | −110−1.1% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 37,619 | $140.4 萬 | 1.0% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $60.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,049 | $59.2 萬 | 0.4% | +15+0.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,550 | $52.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,875 | $52.1 萬 | 0.4% | +1,875 | 新進 | 歷史 |
| STTState Street Corp | COM | 6,750 | $51.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,102 | $35.4 萬 | 0.3% | −88−7.4% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $26.3 萬 | 0.2% | 00.0% | 不變 | – |
| WisdomTree Tr97717W596 | US ESG FUND | 5,888 | $25.4 萬 | 0.2% | 00.0% | 不變 | – |
2022 年第 4 季之後清倉（3 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 47,289 | $217.2 萬 | 1.6% | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 42,458 | $211.0 萬 | 1.6% | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 21,217 | $104.2 萬 | 0.8% | – |