Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/8 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 33
- 較 2025 年第 3 季 +1
- 總值
- $2.53 億
- 較 2025 年第 3 季 +$1,963 萬 (+8.4%)
| 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 | 534,434 | $3,036 萬 | 12.0% | −1,966−0.4% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 322,617 | $2,885 萬 | 11.4% | +897+0.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 229,856 | $2,453 萬 | 9.7% | −5,932−2.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 300,715 | $2,252 萬 | 8.9% | +1430.0% | 加碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 358,135 | $1,743 萬 | 6.9% | +404+0.1% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q575 | MORTGAGE BACKED | 315,673 | $1,612 萬 | 6.4% | +3,703+1.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 338,606 | $1,603 萬 | 6.3% | +338,606 | 新進 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 199,595 | $1,307 萬 | 5.2% | +503+0.3% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 226,782 | $1,147 萬 | 4.5% | +3,588+1.6% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 136,779 | $1,053 萬 | 4.2% | +3,259+2.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 157,589 | $1,015 萬 | 4.0% | +195+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 55,911 | $940.9 萬 | 3.7% | −481−0.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 33,043 | $898.3 萬 | 3.6% | −716−2.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,296 | $745.5 萬 | 2.9% | +664+2.1% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 296,080 | $687.8 萬 | 2.7% | +6,742+2.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 21,122 | $393.9 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 98,903 | $271.3 萬 | 1.1% | +98,903 | 新進 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 40,097 | $242.0 萬 | 1.0% | −44−0.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 42,002 | $237.9 萬 | 0.9% | −60−0.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,650 | $164.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 6,750 | $87.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,584 | $79.6 萬 | 0.3% | −43−2.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,232 | $75.7 萬 | 0.3% | −16−1.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,049 | $71.5 萬 | 0.3% | −57−5.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 9,131 | $46.1 萬 | 0.2% | −2,969−24.5% | 減碼 | – |
| TERTeradyne, Inc | Stock | 1,789 | $34.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 23,862 | $34.2 萬 | 0.1% | −1,916−7.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,099 | $33.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 4,387 | $31.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,498 | $31.3 萬 | 0.1% | −61−1.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 5,900 | $30.1 萬 | 0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 2,952 | $29.3 萬 | 0.1% | +35+1.2% | 加碼 | 歷史 |
| SHELShell plc | ADR | 2,976 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 105,828 | $281.7 萬 | 1.2% | – |