Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/29 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 47
- 較 2022 年第 1 季 −3
- 總值
- $7,475 萬
- 較 2022 年第 1 季 −$1,033 萬 (−12.1%)
| 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 | 236,334 | $987.9 萬 | 13.2% | +10,178+4.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 166,417 | $912.5 萬 | 12.2% | +105,860+174.8% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 125,537 | $608.2 萬 | 8.1% | +25,387+25.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 33,245 | $605.7 萬 | 8.1% | +3,464+11.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 21,217 | $431.1 萬 | 5.8% | +1,415+7.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 81,743 | $332.4 萬 | 4.4% | −11,128−12.0% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 90,717 | $315.3 萬 | 4.2% | +12,259+15.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 18,750 | $274.4 萬 | 3.7% | −799−4.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 55,856 | $246.4 萬 | 3.3% | −1,592−2.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,206 | $235.2 萬 | 3.1% | +19+0.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 29,463 | $229.0 萬 | 3.1% | −66,795−69.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,192 | $228.8 萬 | 3.1% | +713+4.9% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 71,287 | $211.9 萬 | 2.8% | +3,656+5.4% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 57,835 | $158.6 萬 | 2.1% | +2,657+4.8% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 7,076 | $135.6 萬 | 1.8% | +468+7.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,332 | $123.4 萬 | 1.7% | −37−0.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 10,424 | $121.3 萬 | 1.6% | −556−5.1% | 減碼依 20 比 1 拆股換算 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 21,539 | $103.1 萬 | 1.4% | +9,375+77.1% | 加碼 | – |
| First Tr Exch Traded FD III33739P202 | EME MRK BD ETF | 36,860 | $96.1 萬 | 1.3% | −23,091−38.5% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,436 | $95.1 萬 | 1.3% | −87−1.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 23,836 | $83.4 萬 | 1.1% | +4,899+25.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 16,559 | $82.8 萬 | 1.1% | +6,115+58.6% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 5,012 | $61.3 萬 | 0.8% | +96+2.0% | 加碼 | 歷史 |
| Kraneshares Tr500767850 | MSCI CHINA CLEAN | 14,094 | $60.0 萬 | 0.8% | +14,094 | 新進 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 11,422 | $55.0 萬 | 0.7% | −3,322−22.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,378 | $52.0 萬 | 0.7% | −2,743−19.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,638 | $48.4 萬 | 0.6% | +10+0.6% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 15,642 | $41.2 萬 | 0.6% | −3,819−19.6% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,742 | $40.5 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 19,318 | $36.1 萬 | 0.5% | −4,614−19.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,077 | $35.8 萬 | 0.5% | −170−7.6% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 6,704 | $34.3 萬 | 0.5% | −10,050−60.0% | 減碼 | – |
| ECLEcolab Inc. | Stock | 2,076 | $33.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,193 | $32.0 萬 | 0.4% | −97−2.3% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,640 | $31.6 萬 | 0.4% | 00.0% | 不變 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 5,507 | $30.9 萬 | 0.4% | −116−2.1% | 減碼 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 6,693 | $29.9 萬 | 0.4% | −78,409−92.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 520 | $26.7 萬 | 0.4% | +520 | 新進 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 8,784 | $25.3 萬 | 0.3% | −2,249−20.4% | 減碼 | – |
| MMM3M Co | Stock | 1,821 | $23.7 萬 | 0.3% | +8+0.4% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 3,643 | $23.5 萬 | 0.3% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 552 | $23.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 5,632 | $23.4 萬 | 0.3% | −1,963−25.8% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 2,972 | $22.4 萬 | 0.3% | −7,192−70.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 10,229 | $22.4 萬 | 0.3% | +10,229 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 94 | $22.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 566 | $22.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（6 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PNRPENTAIR plc | SHS | 8,188 | $42.4 萬 | 0.5% | 歷史 |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 6,980 | $31.3 萬 | 0.4% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,069 | $22.9 萬 | 0.3% | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 941 | $22.2 萬 | 0.3% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 2,781 | $22.2 萬 | 0.3% | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 1,775 | $21.7 萬 | 0.3% | – |