Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 32
- 較 2025 年第 2 季 +2
- 總值
- $2.33 億
- 較 2025 年第 2 季 +$1,202 萬 (+5.4%)
| 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 | 536,400 | $2,968 萬 | 12.7% | −2,290−0.4% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 321,720 | $2,862 萬 | 12.3% | −7,405−2.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 235,788 | $2,464 萬 | 10.6% | −10,791−4.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 300,572 | $2,210 萬 | 9.5% | −604−0.2% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 357,731 | $1,648 萬 | 7.1% | +12,559+3.6% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q575 | MORTGAGE BACKED | 311,970 | $1,591 萬 | 6.8% | −619−0.2% | 減碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 199,092 | $1,288 萬 | 5.5% | +358+0.2% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 223,194 | $1,132 萬 | 4.9% | +8,843+4.1% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 133,520 | $1,003 萬 | 4.3% | +133,520 | 新進 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 157,394 | $998.4 萬 | 4.3% | +807+0.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 56,392 | $947.3 萬 | 4.1% | −720−1.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 33,759 | $859.6 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 289,338 | $749.4 萬 | 3.2% | +5,294+1.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 31,632 | $694.5 萬 | 3.0% | −625−1.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,122 | $394.1 萬 | 1.7% | +40+0.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 105,828 | $281.7 萬 | 1.2% | −376,725−78.1% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 40,141 | $238.4 萬 | 1.0% | −460−1.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 42,062 | $236.0 萬 | 1.0% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 3,650 | $162.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,627 | $81.8 萬 | 0.4% | −64−3.8% | 減碼 | 歷史 |
| STTState Street Corp | COM | 6,750 | $78.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,248 | $74.9 萬 | 0.3% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,106 | $73.7 萬 | 0.3% | +2+0.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 12,100 | $61.1 萬 | 0.3% | 00.0% | 不變 | – |
| PKSTPeakstone Realty Trust | Common Stock | 25,778 | $33.8 萬 | 0.1% | −811−3.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 4,387 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 1,099 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 3,559 | $31.4 萬 | 0.1% | +34+1.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 5,900 | $30.1 萬 | 0.1% | 00.0% | 不變 | – |
| TERTeradyne, Inc | Stock | 1,788 | $24.6 萬 | 0.1% | +1,788 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,917 | $24.4 萬 | 0.1% | +39+1.4% | 加碼 | 歷史 |
| SHELShell plc | ADR | 2,976 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |