Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/11 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 29
- 較 2024 年第 4 季 0
- 總值
- $1.92 億
- 較 2024 年第 4 季 −$393.1 萬 (−2.0%)
| 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 | 535,486 | $2,735 萬 | 14.3% | +2,113+0.4% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 330,368 | $2,638 萬 | 13.7% | −598−0.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 251,781 | $2,024 萬 | 10.5% | +7,806+3.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 309,128 | $1,970 萬 | 10.3% | −3,890−1.2% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 344,811 | $1,496 萬 | 7.8% | −420.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 485,120 | $1,178 萬 | 6.1% | +7,377+1.5% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 199,470 | $1,143 萬 | 6.0% | +2,958+1.5% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 209,078 | $1,059 萬 | 5.5% | +288+0.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 153,944 | $861.8 萬 | 4.5% | +5,583+3.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 57,792 | $764.3 萬 | 4.0% | +1,001+1.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,682 | $748.2 萬 | 3.9% | −67−0.2% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 284,189 | $725.3 萬 | 3.8% | −13,316−4.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 32,207 | $612.8 萬 | 3.2% | +500+1.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,082 | $228.5 萬 | 1.2% | +84+0.4% | 加碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 40,601 | $215.2 萬 | 1.1% | −506−1.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 42,161 | $206.3 萬 | 1.1% | +124+0.3% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,650 | $94.6 萬 | 0.5% | +100+2.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,754 | $93.4 萬 | 0.5% | −65−3.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,104 | $61.8 萬 | 0.3% | +34+3.2% | 加碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $60.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,248 | $58.5 萬 | 0.3% | 00.0% | 不變 | – |
| PKSTPeakstone Realty Trust | Common Stock | 28,554 | $36.0 萬 | 0.2% | −959−3.2% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,844 | $31.3 萬 | 0.2% | +27+1.0% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $29.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 4,387 | $27.6 萬 | 0.1% | +775+21.5% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,528 | $27.0 萬 | 0.1% | +266+8.2% | 加碼 | – |
| GEGeneral Electric Co | Stock | 1,099 | $22.0 萬 | 0.1% | +1,099 | 新進 | 歷史 |
| SHELShell plc | ADR | 2,976 | $21.8 萬 | 0.1% | +2,976 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 4,618 | $20.1 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（2 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。