FOCUS Wealth Advisors, LLC
- SEC CIK
- 0001845643
- 最新申報
- 2026/7/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/23 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 59
- 較 2024 年第 1 季 +1
- 總值
- $1.95 億
- 較 2024 年第 1 季 +$801.7 萬 (+4.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 56,324 | $3,082 萬 | 15.8% | −1,286−2.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 481,295 | $2,149 萬 | 11.0% | +21,180+4.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 203,023 | $1,463 萬 | 7.5% | +2,458+1.2% | 加碼 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 218,529 | $1,041 萬 | 5.3% | +12,300+6.0% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 23,629 | $924.2 萬 | 4.7% | +1,588+7.2% | 加碼 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 159,745 | $732.3 萬 | 3.8% | +13,170+9.0% | 加碼 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 94,375 | $590.7 萬 | 3.0% | +5,253+5.9% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 52,252 | $528.1 萬 | 2.7% | +1,581+3.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 172,427 | $498.7 萬 | 2.6% | +7,970+4.8% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 37,716 | $498.0 萬 | 2.6% | +1,632+4.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 167,483 | $495.1 萬 | 2.5% | +7,867+4.9% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 40,231 | $486.7 萬 | 2.5% | +3,214+8.7% | 加碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 80,232 | $476.0 萬 | 2.4% | +2,683+3.5% | 加碼 | – |
| STELStellar Bancorp, Inc. | COM | 195,888 | $449.8 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 45,296 | $412.9 萬 | 2.1% | +2,761+6.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 58,160 | $377.0 萬 | 1.9% | +5,336+10.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,117 | $356.0 萬 | 1.8% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 15,949 | $335.9 萬 | 1.7% | +1,011+6.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,924 | $309.5 萬 | 1.6% | +290+4.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 10,395 | $240.7 萬 | 1.2% | +518+5.2% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 32,719 | $235.8 萬 | 1.2% | +226+0.7% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 69,861 | $220.4 萬 | 1.1% | +751+1.1% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 8,272 | $212.7 萬 | 1.1% | +804+10.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 13,299 | $211.4 萬 | 1.1% | +839+6.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,866 | $206.4 萬 | 1.1% | +423+5.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,329 | $202.2 萬 | 1.0% | −11−0.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,584 | $199.1 萬 | 1.0% | +286+8.7% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 37,145 | $189.8 萬 | 1.0% | +418+1.1% | 加碼 | – |
| DOWDow Inc. | Stock | 34,864 | $185.0 萬 | 0.9% | +1,926+5.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,193 | $183.3 萬 | 0.9% | +504+7.5% | 加碼 | 歷史 |
| iShares Inc464286285 | JP MRGN EM HI BD | 49,257 | $182.5 萬 | 0.9% | +634+1.3% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 68,281 | $178.8 萬 | 0.9% | +1,030+1.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 17,918 | $173.9 萬 | 0.9% | +49+0.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,284 | $141.4 萬 | 0.7% | +221+1.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,070 | $124.4 萬 | 0.6% | +1,060+11.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| DBX ETF Tr233051705 | XTRACK MUN INFRA | 35,959 | $91.7 萬 | 0.5% | +1,210+3.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 38,019 | $90.0 萬 | 0.5% | +160+0.4% | 加碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 50,161 | $89.6 萬 | 0.5% | +1,855+3.8% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 19,385 | $88.7 萬 | 0.5% | +695+3.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 35,164 | $86.7 萬 | 0.4% | +125+0.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 506 | $81.2 萬 | 0.4% | +14+2.8% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,107 | $72.4 萬 | 0.4% | +10.0% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,434 | $53.5 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 10,920 | $50.0 萬 | 0.3% | 00.0% | 不變 | – |
| HWCHancock Whitney Corp | COM | 10,279 | $49.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,796 | $48.0 萬 | 0.2% | +2,796 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,313 | $46.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,137 | $36.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 871 | $32.6 萬 | 0.2% | +19+2.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,671 | $32.3 萬 | 0.2% | +371+28.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 586 | $29.5 萬 | 0.2% | +127+27.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 615 | $29.5 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,569 | $28.8 萬 | 0.1% | +139+9.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 13,566 | $27.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 4,009 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 757 | $26.1 萬 | 0.1% | +42+5.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,286 | $26.0 萬 | 0.1% | +175+15.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 10,897 | $22.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,372 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |