Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/15 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 29
- 較 2024 年第 1 季 +3
- 總值
- $1.89 億
- 較 2024 年第 1 季 +$2,339 萬 (+14.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 333,082 | $2,600 萬 | 13.8% | +1,907+0.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 531,403 | $2,590 萬 | 13.7% | +2,954+0.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 235,762 | $1,889 萬 | 10.0% | −5,306−2.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 297,421 | $1,862 萬 | 9.9% | +297,421 | 新進 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 324,761 | $1,481 萬 | 7.9% | +3,199+1.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 463,433 | $1,092 萬 | 5.8% | +16,212+3.6% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 197,389 | $1,086 萬 | 5.8% | +1,954+1.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 192,768 | $972.9 萬 | 5.2% | +9,236+5.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 145,089 | $821.8 萬 | 4.4% | +145,089 | 新進 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 58,717 | $800.1 萬 | 4.2% | +609+1.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,541 | $769.6 萬 | 4.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 266,635 | $637.5 萬 | 3.4% | +7,488+2.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 32,227 | $622.8 萬 | 3.3% | −90−0.3% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 296,720 | $515.1 萬 | 2.7% | +8,132+2.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,248 | $250.1 萬 | 1.3% | +348+1.7% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 43,881 | $199.3 萬 | 1.1% | −60.0% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 42,104 | $194.9 萬 | 1.0% | −363−0.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,912 | $77.8 萬 | 0.4% | −40−2.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,550 | $70.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,102 | $52.8 萬 | 0.3% | 00.0% | 不變 | – |
| STTState Street Corp | COM | 6,750 | $50.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,849 | $39.0 萬 | 0.2% | +23+0.8% | 加碼 | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 31,995 | $33.9 萬 | 0.2% | −596−1.8% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,078 | $30.3 萬 | 0.2% | +43+2.1% | 加碼 | – |
| TERTeradyne, Inc | Stock | 1,778 | $26.4 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 3,217 | $24.1 萬 | 0.1% | +140+4.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 5,237 | $22.8 萬 | 0.1% | −184,079−97.2% | 減碼 | – |
| SHELShell plc | ADR | 2,976 | $21.5 萬 | 0.1% | +2,976 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 3,612 | $20.4 萬 | 0.1% | 00.0% | 不變 | – |