Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/12 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 28
- 較 2023 年第 3 季 +5
- 總值
- $1.61 億
- 較 2023 年第 3 季 +$1,993 萬 (+14.1%)
| 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 | 549,564 | $2,563 萬 | 15.9% | −24,936−4.3% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 338,142 | $2,376 萬 | 14.7% | +1,432+0.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 254,905 | $1,658 萬 | 10.3% | −20.0% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 325,228 | $1,366 萬 | 8.5% | +1,905+0.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 445,052 | $1,070 萬 | 6.6% | +18,073+4.2% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 197,946 | $1,042 萬 | 6.5% | +2,235+1.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 179,425 | $901.3 萬 | 5.6% | +8,176+4.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 185,325 | $816.5 萬 | 5.1% | +4,816+2.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 58,168 | $745.0 萬 | 4.6% | −498−0.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 33,003 | $635.4 萬 | 3.9% | −90−0.3% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 253,596 | $569.1 萬 | 3.5% | +20,329+8.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 34,197 | $519.6 萬 | 3.2% | −256−0.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 289,216 | $487.6 萬 | 3.0% | +8,786+3.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 41,117 | $177.3 萬 | 1.1% | −1,108−2.6% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 36,030 | $174.1 萬 | 1.1% | +36,030 | 新進 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 37,735 | $163.4 萬 | 1.0% | −587−1.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 32,920 | $155.0 萬 | 1.0% | +32,920 | 新進 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 25,676 | $130.8 萬 | 0.8% | +25,676 | 新進 | – |
| NVDANVIDIA Corp | Stock | 2,040 | $101.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 3,550 | $88.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 16,801 | $84.4 萬 | 0.5% | +16,801 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $69.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 32,892 | $65.6 萬 | 0.4% | −2,293−6.5% | 減碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $52.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,102 | $45.1 萬 | 0.3% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 2,806 | $44.1 萬 | 0.3% | +19+0.7% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $27.8 萬 | 0.2% | 00.0% | 不變 | – |
| WisdomTree Tr97717W596 | US ESG FUND | 4,287 | $21.1 萬 | 0.1% | +4,287 | 新進 | – |