Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 30
- 較 2025 年第 1 季 +1
- 總值
- $2.21 億
- 較 2025 年第 1 季 +$2,940 萬 (+15.3%)
| 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 | 538,690 | $2,820 萬 | 12.7% | +3,204+0.6% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 329,125 | $2,756 萬 | 12.5% | −1,243−0.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 246,579 | $2,350 萬 | 10.6% | −5,202−2.1% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 301,176 | $2,131 萬 | 9.6% | −7,952−2.6% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q575 | MORTGAGE BACKED | 312,589 | $1,569 萬 | 7.1% | +312,589 | 新進 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 345,172 | $1,555 萬 | 7.0% | +361+0.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 482,553 | $1,260 萬 | 5.7% | −2,567−0.5% | 減碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 198,734 | $1,215 萬 | 5.5% | −736−0.4% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 214,351 | $1,086 萬 | 4.9% | +5,273+2.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 156,587 | $927.2 萬 | 4.2% | +2,643+1.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 57,112 | $898.7 萬 | 4.1% | −680−1.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 32,257 | $707.7 萬 | 3.2% | +50+0.2% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 284,044 | $700.7 萬 | 3.2% | −145−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 33,759 | $692.6 萬 | 3.1% | +77+0.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,082 | $333.1 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 40,601 | $227.6 萬 | 1.0% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 42,062 | $225.2 萬 | 1.0% | −99−0.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,650 | $115.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,691 | $82.1 萬 | 0.4% | −63−3.6% | 減碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $71.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,248 | $68.8 萬 | 0.3% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,104 | $68.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 12,100 | $60.1 萬 | 0.3% | +12,100 | 新進 | – |
| PKSTPeakstone Realty Trust | Common Stock | 26,589 | $35.1 萬 | 0.2% | −1,965−6.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 4,387 | $33.2 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 5,900 | $30.0 萬 | 0.1% | +5,900 | 新進 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,525 | $29.4 萬 | 0.1% | −3−0.1% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,878 | $29.0 萬 | 0.1% | +34+1.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,099 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 2,976 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $29.7 萬 | 0.2% | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 4,618 | $20.1 萬 | 0.1% | – |