Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/7 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 30
- 較 2024 年第 2 季 +1
- 總值
- $2.00 億
- 較 2024 年第 2 季 +$1,160 萬 (+6.2%)
| 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 | 526,118 | $2,781 萬 | 13.9% | −5,285−1.0% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 331,267 | $2,756 萬 | 13.8% | −1,815−0.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 302,105 | $1,995 萬 | 10.0% | +4,684+1.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 232,957 | $1,932 萬 | 9.7% | −2,805−1.2% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 335,011 | $1,531 萬 | 7.7% | +10,250+3.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 461,317 | $1,204 萬 | 6.0% | −2,116−0.5% | 減碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 198,233 | $1,193 萬 | 6.0% | +844+0.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 199,954 | $1,015 萬 | 5.1% | +7,186+3.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 149,392 | $910.7 萬 | 4.6% | +4,303+3.0% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 60,484 | $838.6 萬 | 4.2% | +1,767+3.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 34,050 | $793.4 萬 | 4.0% | −2,491−6.8% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 292,307 | $692.5 萬 | 3.5% | +25,672+9.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 32,227 | $600.5 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 301,085 | $545.0 萬 | 2.7% | +4,365+1.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,248 | $245.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 43,881 | $224.7 萬 | 1.1% | 00.0% | 不變 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 42,026 | $214.9 萬 | 1.1% | −78−0.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,550 | $92.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,888 | $86.9 萬 | 0.4% | −24−1.3% | 減碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $59.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,096 | $53.5 萬 | 0.3% | −6−0.5% | 減碼 | – |
| PKSTPeakstone Realty Trust | Common Stock | 31,493 | $42.9 萬 | 0.2% | −502−1.6% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,793 | $38.1 萬 | 0.2% | −56−2.0% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $31.3 萬 | 0.2% | −43−2.1% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,191 | $25.2 萬 | 0.1% | −26−0.8% | 減碼 | – |
| TERTeradyne, Inc | Stock | 1,780 | $23.8 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 4,618 | $22.2 萬 | 0.1% | −619−11.8% | 減碼 | – |
| GEGeneral Electric Co | Stock | 1,171 | $22.1 萬 | 0.1% | +1,171 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 3,612 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 349 | $20.0 萬 | 0.1% | +349 | 新進 | 歷史 |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。