Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/9 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 35
- 較 2025 年第 4 季 +2
- 總值
- $2.55 億
- 較 2025 年第 4 季 +$185.0 萬 (+0.7%)
| 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 | 542,723 | $3,071 萬 | 12.1% | +8,289+1.6% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 327,972 | $2,881 萬 | 11.3% | +5,355+1.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 235,677 | $2,308 萬 | 9.1% | +5,821+2.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 302,764 | $2,293 萬 | 9.0% | +2,049+0.7% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 327,921 | $1,763 萬 | 6.9% | +327,921 | 新進 | – |
| J P Morgan Exchange Traded F46654Q575 | MORTGAGE BACKED | 324,586 | $1,655 萬 | 6.5% | +8,913+2.8% | 加碼 | – |
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 336,513 | $1,484 萬 | 5.8% | +336,513 | 新進 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 201,138 | $1,350 萬 | 5.3% | +1,543+0.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 234,932 | $1,189 萬 | 4.7% | +8,150+3.6% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 139,226 | $1,122 萬 | 4.4% | +2,447+1.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 57,375 | $911.5 萬 | 3.6% | +1,464+2.6% | 加碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 291,759 | $837.6 萬 | 3.3% | −4,321−1.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 32,978 | $837.0 萬 | 3.3% | −65−0.2% | 減碼 | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 129,469 | $806.6 萬 | 3.2% | +129,469 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 32,296 | $672.6 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 20,982 | $365.9 萬 | 1.4% | −140−0.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 95,214 | $267.4 萬 | 1.0% | +95,214 | 新進 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 50,880 | $245.0 萬 | 1.0% | −307,255−85.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 36,183 | $241.6 萬 | 0.9% | −121,406−77.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 40,393 | $232.6 萬 | 0.9% | −1,609−3.8% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 40,426 | $227.2 萬 | 0.9% | +329+0.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,650 | $135.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 6,750 | $85.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,532 | $73.4 萬 | 0.3% | −52−3.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,132 | $65.3 萬 | 0.3% | −100−8.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 875 | $56.9 萬 | 0.2% | −174−16.6% | 減碼 | 歷史 |
| TERTeradyne, Inc | Stock | 1,790 | $53.1 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 9,131 | $45.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,680 | $32.6 萬 | 0.1% | +182+5.2% | 加碼 | – |
| GEGeneral Electric Co | Stock | 1,099 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| 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 | 2,983 | $29.4 萬 | 0.1% | +31+1.1% | 加碼 | 歷史 |
| SHELShell plc | ADR | 2,976 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 4,387 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 274 | $23.9 萬 | 0.1% | +274 | 新進 | 歷史 |
2025 年第 4 季之後清倉（3 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。