Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/22 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 50
- 較 2021 年第 2 季 −1
- 總值
- $8,439 萬
- 較 2021 年第 2 季 +$605.1 萬 (+7.7%)
| 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 | 89,039 | $791.5 萬 | 9.4% | +9,489+11.9% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 146,812 | $716.0 萬 | 8.5% | +40,878+38.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 126,162 | $637.4 萬 | 7.6% | +24,610+24.2% | 加碼 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 115,247 | $595.3 萬 | 7.1% | +8,794+8.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 114,906 | $590.2 萬 | 7.0% | −5,039−4.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,171 | $470.5 萬 | 5.6% | +2,727+14.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,986 | $434.2 萬 | 5.1% | +1,370+8.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 54,869 | $356.7 萬 | 4.2% | −4,925−8.2% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 72,845 | $314.5 萬 | 3.7% | +7,052+10.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 21,532 | $307.7 萬 | 3.6% | −723−3.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,625 | $284.7 萬 | 3.4% | −285−7.3% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P202 | EME MRK BD ETF | 72,451 | $235.0 萬 | 2.8% | +14,857+25.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 13,487 | $219.4 萬 | 2.6% | +584+4.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 96,014 | $193.4 萬 | 2.3% | +15,437+19.2% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 61,636 | $192.2 萬 | 2.3% | +6,528+11.8% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,717 | $160.0 萬 | 1.9% | −745−10.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,325 | $143.2 萬 | 1.7% | −274−4.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 36,458 | $135.1 萬 | 1.6% | +6,901+23.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 408 | $134.2 萬 | 1.6% | −27−6.2% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 19,753 | $112.0 萬 | 1.3% | +2,253+12.9% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,809 | $109.3 萬 | 1.3% | −70−1.0% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 15,603 | $95.9 萬 | 1.1% | +8,945+134.3% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 5,756 | $93.0 萬 | 1.1% | +632+12.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 18,705 | $89.8 萬 | 1.1% | +706+3.9% | 加碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 5,798 | $82.7 萬 | 1.0% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 11,571 | $64.5 萬 | 0.8% | −1,023−8.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 12,455 | $64.1 萬 | 0.8% | −517−4.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,806 | $59.6 萬 | 0.7% | −49−2.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,628 | $58.8 萬 | 0.7% | −68−4.0% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,374 | $56.0 萬 | 0.7% | +300+3.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,879 | $50.4 萬 | 0.6% | −44−2.3% | 減碼 | – |
| ECLEcolab Inc. | Stock | 2,076 | $44.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 14,805 | $43.9 萬 | 0.5% | −913−5.8% | 減碼 | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 8,833 | $39.8 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 4,424 | $39.6 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,057 | $35.8 萬 | 0.4% | −111−1.5% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 9,090 | $32.9 萬 | 0.4% | −2,117−18.9% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,640 | $32.9 萬 | 0.4% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,843 | $32.6 萬 | 0.4% | −80−4.2% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 1,229 | $31.3 萬 | 0.4% | −40−3.2% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 3,828 | $29.9 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 12,614 | $29.3 萬 | 0.3% | +3,860+44.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 622 | $27.2 萬 | 0.3% | −55−8.1% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 552 | $27.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 941 | $26.4 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 94 | $26.3 萬 | 0.3% | −2−2.1% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,840 | $25.4 萬 | 0.3% | +101+2.7% | 加碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 6,248 | $23.5 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 1,815 | $22.0 萬 | 0.3% | −318−14.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,631 | $21.6 萬 | 0.3% | 00.0% | 不變 | – |
2021 年第 2 季之後清倉（1 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 927 | $27.0 萬 | 0.3% | – |