Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/10 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 23
- 較 2023 年第 2 季 0
- 總值
- $1.42 億
- 較 2023 年第 2 季 −$539.1 萬 (−3.7%)
| 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 | 574,500 | $2,370 萬 | 16.7% | −8,327−1.4% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 336,710 | $2,138 萬 | 15.1% | −5,030−1.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 254,907 | $1,511 萬 | 10.7% | −5,989−2.3% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 323,323 | $1,253 萬 | 8.8% | −2,012−0.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 426,979 | $960.7 萬 | 6.8% | +5,024+1.2% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 195,711 | $926.1 萬 | 6.5% | −1,899−1.0% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 171,249 | $859.3 萬 | 6.1% | +834+0.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 180,509 | $709.2 萬 | 5.0% | +1,486+0.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 58,666 | $652.0 萬 | 4.6% | +35+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,093 | $566.6 萬 | 4.0% | +5,642+20.6% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 233,267 | $559.8 萬 | 4.0% | −477−0.2% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 280,430 | $447.8 萬 | 3.2% | +1,431+0.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 34,453 | $438.0 萬 | 3.1% | −585−1.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 42,225 | $161.7 萬 | 1.1% | 00.0% | 不變依 5 比 1 拆股換算 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 38,322 | $145.0 萬 | 1.0% | −833−2.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,550 | $88.8 萬 | 0.6% | +1,000+39.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,040 | $88.7 萬 | 0.6% | +165+8.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $68.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 35,185 | $58.5 萬 | 0.4% | +100.0% | 加碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $45.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,787 | $43.4 萬 | 0.3% | +17+0.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,102 | $39.5 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $26.2 萬 | 0.2% | 00.0% | 不變 | – |