Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/18 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 26
- 較 2023 年第 4 季 −2
- 總值
- $1.65 億
- 較 2023 年第 4 季 +$365.1 萬 (+2.3%)
| 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 | 528,449 | $2,648 萬 | 16.0% | −21,115−3.8% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 331,175 | $2,523 萬 | 15.3% | −6,967−2.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 241,068 | $1,763 萬 | 10.7% | −13,837−5.4% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 321,562 | $1,477 萬 | 8.9% | −3,666−1.1% | 減碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 195,435 | $1,121 萬 | 6.8% | −2,511−1.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 447,221 | $1,068 萬 | 6.5% | +2,169+0.5% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 183,532 | $925.9 萬 | 5.6% | +4,107+2.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 189,316 | $855.7 萬 | 5.2% | +3,991+2.2% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 58,108 | $783.4 萬 | 4.7% | −60−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 36,541 | $626.6 萬 | 3.8% | +3,538+10.7% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 259,147 | $614.7 萬 | 3.7% | +5,551+2.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 32,317 | $582.9 萬 | 3.5% | −1,880−5.5% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 288,588 | $499.8 萬 | 3.0% | −628−0.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 43,887 | $209.4 萬 | 1.3% | +2,770+6.7% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 42,467 | $201.8 萬 | 1.2% | +4,732+12.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,990 | $179.8 萬 | 1.1% | −50−2.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $82.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 3,550 | $62.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 32,591 | $52.6 萬 | 0.3% | −301−0.9% | 減碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $52.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,102 | $48.9 萬 | 0.3% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 2,826 | $42.0 萬 | 0.3% | +20+0.7% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $30.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,077 | $22.6 萬 | 0.1% | +3,077 | 新進 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 3,612 | $20.4 萬 | 0.1% | +3,612 | 新進 | – |
| TERTeradyne, Inc | Stock | 1,777 | $20.0 萬 | 0.1% | +1,777 | 新進 | 歷史 |
2023 年第 4 季之後清倉（5 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 36,030 | $174.1 萬 | 1.1% | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 32,920 | $155.0 萬 | 1.0% | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 25,676 | $130.8 萬 | 0.8% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 16,801 | $84.4 萬 | 0.5% | – |
| WisdomTree Tr97717W596 | US ESG FUND | 4,287 | $21.1 萬 | 0.1% | – |