Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/18 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 48
- 較 2021 年第 3 季 −2
- 總值
- $8,758 萬
- 較 2021 年第 3 季 +$318.7 萬 (+3.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 199,409 | $1,036 萬 | 11.8% | +52,597+35.8% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 89,202 | $768.4 萬 | 8.8% | +163+0.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 26,837 | $590.7 萬 | 6.7% | +5,666+26.8% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 99,551 | $553.6 萬 | 6.3% | −15,355−13.4% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 90,472 | $457.5 萬 | 5.2% | −35,690−28.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,345 | $449.8 萬 | 5.1% | +359+2.0% | 加碼 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 87,862 | $445.5 萬 | 5.1% | −27,385−23.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 21,828 | $375.9 萬 | 4.3% | +296+1.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 52,430 | $363.4 萬 | 4.1% | −2,439−4.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,210 | $339.7 萬 | 3.9% | −415−11.4% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 72,240 | $300.7 萬 | 3.4% | −605−0.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 13,916 | $241.7 萬 | 2.8% | +429+3.2% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 64,868 | $200.3 萬 | 2.3% | +3,232+5.2% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 39,094 | $187.6 萬 | 2.1% | +20,389+109.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 91,928 | $183.0 萬 | 2.1% | −4,086−4.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 564 | $182.2 萬 | 2.1% | +156+38.2% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,617 | $164.1 萬 | 1.9% | −100−1.5% | 減碼 | – |
| First Tr Exch Traded FD III33739P202 | EME MRK BD ETF | 50,931 | $157.8 萬 | 1.8% | −21,520−29.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,369 | $150.1 萬 | 1.7% | +44+0.7% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 19,992 | $137.5 萬 | 1.6% | +4,389+28.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 21,569 | $122.1 萬 | 1.4% | +1,816+9.2% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,608 | $111.7 萬 | 1.3% | −201−3.0% | 減碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 25,561 | $82.7 萬 | 0.9% | +25,561 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 14,115 | $77.3 萬 | 0.9% | +1,660+13.3% | 加碼 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 13,670 | $76.3 萬 | 0.9% | +2,099+18.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,286 | $75.0 萬 | 0.9% | +480+26.6% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 5,265 | $67.5 萬 | 0.8% | −491−8.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 16,729 | $64.3 萬 | 0.7% | −19,729−54.1% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 11,107 | $63.7 萬 | 0.7% | +733+7.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,628 | $61.9 萬 | 0.7% | 00.0% | 不變 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 5,695 | $60.8 萬 | 0.7% | −103−1.8% | 減碼 | – |
| PNRPENTAIR plc | SHS | 8,188 | $56.9 萬 | 0.6% | +8,188 | 新進 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 18,251 | $53.3 萬 | 0.6% | +3,446+23.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,742 | $48.3 萬 | 0.6% | −137−7.3% | 減碼 | – |
| ECLEcolab Inc. | Stock | 2,076 | $46.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 8,833 | $41.8 萬 | 0.5% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 10,761 | $38.8 萬 | 0.4% | +1,671+18.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 4,424 | $38.4 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,449 | $35.9 萬 | 0.4% | +1,818+69.1% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,640 | $35.4 萬 | 0.4% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,813 | $32.2 萬 | 0.4% | −30−1.6% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 3,724 | $29.2 萬 | 0.3% | −104−2.7% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 552 | $28.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 94 | $26.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 550 | $25.6 萬 | 0.3% | −72−11.6% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,057 | $25.0 萬 | 0.3% | −2,000−28.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 941 | $24.8 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 1,778 | $22.7 萬 | 0.3% | −37−2.0% | 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 |
|---|---|---|---|
| AAPLApple Inc. | Stock | – | $1.70 萬 |
2021 年第 3 季之後清倉（4 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 1,229 | $31.3 萬 | 0.4% | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 12,614 | $29.3 萬 | 0.3% | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,840 | $25.4 萬 | 0.3% | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 6,248 | $23.5 萬 | 0.3% | – |