Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/15 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 29
- 較 2024 年第 3 季 −1
- 總值
- $1.96 億
- 較 2024 年第 3 季 −$431.1 萬 (−2.2%)
| 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 | 533,373 | $2,728 萬 | 13.9% | +7,255+1.4% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 330,966 | $2,679 萬 | 13.7% | −301−0.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 243,975 | $2,145 萬 | 11.0% | +11,018+4.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 313,018 | $1,831 萬 | 9.4% | +10,913+3.6% | 加碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 344,853 | $1,499 萬 | 7.7% | +9,842+2.9% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 196,512 | $1,174 萬 | 6.0% | −1,721−0.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 477,743 | $1,118 萬 | 5.7% | +16,426+3.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 208,790 | $1,052 萬 | 5.4% | +8,836+4.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 148,361 | $897.1 萬 | 4.6% | −1,031−0.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 33,749 | $845.1 萬 | 4.3% | −301−0.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 56,791 | $843.6 萬 | 4.3% | −3,693−6.1% | 減碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 297,505 | $711.9 萬 | 3.6% | +5,198+1.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 31,707 | $695.6 萬 | 3.6% | −520−1.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 20,998 | $282.0 萬 | 1.4% | +750+3.7% | 加碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 41,107 | $222.5 萬 | 1.1% | −919−2.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 42,037 | $211.0 萬 | 1.1% | −1,844−4.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,550 | $143.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,819 | $82.5 萬 | 0.4% | −69−3.7% | 減碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $66.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,248 | $63.8 萬 | 0.3% | +152+13.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,070 | $62.7 萬 | 0.3% | +721+206.6% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 23,250 | $41.2 萬 | 0.2% | −277,835−92.3% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,817 | $35.5 萬 | 0.2% | +24+0.9% | 加碼 | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 29,513 | $32.7 萬 | 0.2% | −1,980−6.3% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,262 | $25.0 萬 | 0.1% | +71+2.2% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 3,612 | $22.9 萬 | 0.1% | 00.0% | 不變 | – |
| TERTeradyne, Inc | Stock | 1,781 | $22.4 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 4,618 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。