Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 23
- 較 2023 年第 1 季 0
- 總值
- $1.47 億
- 較 2023 年第 1 季 +$943.2 萬 (+6.9%)
| 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 | 582,827 | $2,518 萬 | 17.1% | −20,812−3.4% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 341,740 | $2,278 萬 | 15.5% | −11,640−3.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 260,896 | $1,592 萬 | 10.8% | −10,655−3.9% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 325,335 | $1,307 萬 | 8.9% | −2,613−0.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 421,955 | $992.4 萬 | 6.8% | +19,545+4.9% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 197,610 | $981.9 萬 | 6.7% | −388−0.2% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 170,415 | $854.5 萬 | 5.8% | +7,410+4.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 179,023 | $733.3 萬 | 5.0% | +18,990+11.9% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 58,631 | $674.5 萬 | 4.6% | +2,790+5.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 27,451 | $532.5 萬 | 3.6% | −1,285−4.5% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 233,744 | $532.2 萬 | 3.6% | +51,285+28.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 35,038 | $456.8 萬 | 3.1% | −728−2.0% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 278,999 | $445.6 萬 | 3.0% | +20,415+7.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 8,445 | $172.7 萬 | 1.2% | −1,136−11.9% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 39,155 | $147.6 萬 | 1.0% | +1,536+4.1% | 加碼 | – |
| PKSTPeakstone Realty Trust | Common Stock | 35,175 | $98.2 萬 | 0.7% | +35,175 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,875 | $79.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,550 | $66.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $66.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,770 | $49.6 萬 | 0.3% | −279−9.2% | 減碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $49.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,102 | $40.7 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $27.0 萬 | 0.2% | 00.0% | 不變 | – |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717W596 | US ESG FUND | 5,888 | $25.4 萬 | 0.2% | – |