Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/9 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 35
- 較 2026 年第 1 季 0
- 總值
- $2.85 億
- 較 2026 年第 1 季 +$3,017 萬 (+11.8%)
| 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 | 544,554 | $3,310 萬 | 11.6% | +1,831+0.3% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 330,979 | $3,165 萬 | 11.1% | +3,007+0.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 230,868 | $2,747 萬 | 9.6% | −4,809−2.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 305,647 | $2,521 萬 | 8.8% | +2,883+1.0% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 341,073 | $1,825 萬 | 6.4% | +13,152+4.0% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q575 | MORTGAGE BACKED | 337,241 | $1,709 萬 | 6.0% | +12,655+3.9% | 加碼 | – |
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 356,619 | $1,647 萬 | 5.8% | +20,106+6.0% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 201,271 | $1,509 萬 | 5.3% | +133+0.1% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 133,375 | $1,287 萬 | 4.5% | −5,851−4.2% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 235,220 | $1,190 萬 | 4.2% | +288+0.1% | 加碼 | – |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 398,929 | $1,170 萬 | 4.1% | +398,929 | 新進 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 51,232 | $1,113 萬 | 3.9% | −6,143−10.7% | 減碼 | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 136,099 | $998.2 萬 | 3.5% | +6,630+5.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,025 | $955.6 萬 | 3.4% | +47+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,266 | $840.5 萬 | 2.9% | +2,970+9.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,302 | $426.2 萬 | 1.5% | +320+1.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 40,303 | $257.9 萬 | 0.9% | −90−0.2% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 40,451 | $252.7 萬 | 0.9% | +25+0.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 89,674 | $249.3 萬 | 0.9% | −5,540−5.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 31,697 | $247.3 萬 | 0.9% | −4,486−12.4% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 42,460 | $222.4 萬 | 0.8% | −8,420−16.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,650 | $153.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 6,750 | $114.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TERTeradyne, Inc | Stock | 1,790 | $86.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,142 | $84.1 萬 | 0.3% | +10+0.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,494 | $74.8 萬 | 0.3% | −38−2.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 877 | $65.5 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 9,131 | $46.3 萬 | 0.2% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 1,099 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 4,387 | $39.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,317 | $32.4 萬 | 0.1% | −363−9.9% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 274 | $32.2 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 | 2,715 | $29.2 萬 | 0.1% | −268−9.0% | 減碼 | 歷史 |
| SHELShell plc | ADR | 2,976 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 291,759 | $837.6 萬 | 3.3% | – |