Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/14 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 51
- 較 2021 年第 1 季 −5
- 總值
- $7,834 萬
- 較 2021 年第 1 季 −$107.2 萬 (−1.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 79,550 | $721.8 萬 | 9.2% | −8,238−9.4% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 119,945 | $605.8 萬 | 7.7% | +1,369+1.2% | 加碼 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 106,453 | $558.9 萬 | 7.1% | −9,857−8.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 101,552 | $517.7 萬 | 6.6% | −59−0.1% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 105,934 | $509.9 萬 | 6.5% | +7,347+7.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,444 | $405.8 萬 | 5.2% | +118+0.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,616 | $392.1 萬 | 5.0% | −431−2.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 59,794 | $384.1 萬 | 4.9% | +2,775+4.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 22,255 | $318.8 萬 | 4.1% | −1,652−6.9% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 65,793 | $286.9 萬 | 3.7% | −7,506−10.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,910 | $255.2 萬 | 3.3% | −185−4.5% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 12,903 | $208.3 萬 | 2.7% | −1,554−10.7% | 減碼 | – |
| First Tr Exch Traded FD III33739P202 | EME MRK BD ETF | 57,594 | $199.1 萬 | 2.5% | +1,954+3.5% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 7,462 | $175.8 萬 | 2.2% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 55,108 | $172.3 萬 | 2.2% | −2,831−4.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 80,577 | $163.4 萬 | 2.1% | −6,287−7.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 435 | $162.3 萬 | 2.1% | −49−10.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,599 | $147.3 萬 | 1.9% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,879 | $108.2 萬 | 1.4% | −318−4.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 29,557 | $107.6 萬 | 1.4% | −3,619−10.9% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 5,124 | $102.4 萬 | 1.3% | −218−4.1% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 17,500 | $100.9 萬 | 1.3% | −384−2.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 17,999 | $86.4 萬 | 1.1% | −279−1.5% | 減碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 5,798 | $86.3 萬 | 1.1% | −312−5.1% | 減碼 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 12,594 | $71.4 萬 | 0.9% | +2,147+20.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 12,972 | $65.7 萬 | 0.8% | −518−3.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,855 | $64.1 萬 | 0.8% | −169−8.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,696 | $61.2 萬 | 0.8% | 00.0% | 不變 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,074 | $53.6 萬 | 0.7% | −103−1.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,923 | $50.8 萬 | 0.6% | −329−14.6% | 減碼 | – |
| ZMZoom Communications, Inc. | Stock | 1,269 | $49.0 萬 | 0.6% | −31−2.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 15,718 | $47.5 萬 | 0.6% | −612−3.7% | 減碼 | – |
| ECLEcolab Inc. | Stock | 2,076 | $43.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 11,207 | $40.8 萬 | 0.5% | −302−2.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 4,424 | $40.4 萬 | 0.5% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| GISGeneral Mills Inc | Stock | 6,658 | $39.7 萬 | 0.5% | −1,228−15.6% | 減碼 | 歷史 |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 8,833 | $38.7 萬 | 0.5% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,923 | $38.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,168 | $37.3 萬 | 0.5% | 00.0% | 不變 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,640 | $32.9 萬 | 0.4% | −176−4.6% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 3,828 | $30.1 萬 | 0.4% | −424−10.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 677 | $29.2 萬 | 0.4% | −63−8.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 927 | $27.0 萬 | 0.3% | −115−11.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 941 | $26.8 萬 | 0.3% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 552 | $26.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 2,133 | $25.9 萬 | 0.3% | −4,443−67.6% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 6,248 | $25.5 萬 | 0.3% | −2,000−24.2% | 減碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,739 | $25.0 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 96 | $24.0 萬 | 0.3% | −10−9.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,631 | $21.8 萬 | 0.3% | −39−1.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 8,754 | $20.1 萬 | 0.3% | −20,423−70.0% | 減碼 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | – | $1,000 |
2021 年第 1 季之後清倉（5 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BIDUBaidu, Inc. | ADR | 1,171 | $25.5 萬 | 0.3% | 歷史 |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 8,201 | $21.4 萬 | 0.3% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,260 | $21.2 萬 | 0.3% | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 8,491 | $21.1 萬 | 0.3% | – |
| MSFTMicrosoft Corp | Stock | 872 | $20.6 萬 | 0.3% | 歷史 |