Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 42
- 較 2022 年第 2 季 −5
- 總值
- $7,601 萬
- 較 2022 年第 2 季 +$125.4 萬 (+1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 247,153 | $1,296 萬 | 17.1% | +80,736+48.5% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 132,198 | $603.5 萬 | 7.9% | +132,198 | 新進 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 106,295 | $503.0 萬 | 6.6% | −19,242−15.3% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 74,405 | $497.1 萬 | 6.5% | +74,405 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 120,764 | $454.3 萬 | 6.0% | +39,021+47.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 96,519 | $413.0 萬 | 5.4% | −139,815−59.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,340 | $382.1 萬 | 5.0% | −11,905−35.8% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 36,779 | $357.5 萬 | 4.7% | +36,779 | 新進 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 103,240 | $311.6 萬 | 4.1% | +12,523+13.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 18,529 | $276.9 萬 | 3.6% | −221−1.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,455 | $234.4 萬 | 3.1% | +263+1.7% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 72,079 | $209.7 萬 | 2.8% | +792+1.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 9,397 | $198.5 萬 | 2.6% | −221−2.3% | 減碼依 3 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 40,981 | $182.7 萬 | 2.4% | −14,875−26.6% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 7,068 | $128.4 萬 | 1.7% | −8−0.1% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 26,512 | $123.8 萬 | 1.6% | +4,973+23.1% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 46,205 | $122.7 萬 | 1.6% | −11,630−20.1% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 16,616 | $119.6 萬 | 1.6% | −12,847−43.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 9,929 | $119.0 萬 | 1.6% | −495−4.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,162 | $116.8 萬 | 1.5% | −170−2.7% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 13,316 | $97.1 萬 | 1.3% | +13,316 | 新進 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,189 | $89.6 萬 | 1.2% | −247−3.8% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 17,003 | $85.2 萬 | 1.1% | +444+2.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 23,011 | $79.8 萬 | 1.0% | −825−3.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,842 | $75.1 萬 | 1.0% | −17,375−81.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 20,979 | $63.1 萬 | 0.8% | +20,979 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,638 | $46.6 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 8,248 | $36.6 萬 | 0.5% | −3,174−27.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 18,130 | $35.4 萬 | 0.5% | +18,130 | 新進 | – |
| BABAAlibaba Group Holding Ltd | ADR | 5,020 | $31.7 萬 | 0.4% | +8+0.2% | 加碼 | 歷史 |
| Kraneshares Tr500767850 | MSCI CHINA CLEAN | 12,510 | $31.7 萬 | 0.4% | −1,584−11.2% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,640 | $30.9 萬 | 0.4% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 2,076 | $30.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 6,749 | $27.8 萬 | 0.4% | +1,117+19.8% | 加碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 5,609 | $26.7 萬 | 0.4% | +102+1.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,051 | $26.6 萬 | 0.3% | −26−1.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 7,782 | $24.1 萬 | 0.3% | +7,782 | 新進 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 3,643 | $23.6 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 7,444 | $22.6 萬 | 0.3% | +7,444 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 522 | $22.2 萬 | 0.3% | −30−5.4% | 減碼 | 歷史 |
| MMM3M Co | Stock | 1,821 | $21.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 2,736 | $21.2 萬 | 0.3% | −236−7.9% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（13 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exch Traded FD III33739P202 | EME MRK BD ETF | 36,860 | $96.1 萬 | 1.3% | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,378 | $52.0 萬 | 0.7% | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 15,642 | $41.2 萬 | 0.6% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,742 | $40.5 萬 | 0.5% | – |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 19,318 | $36.1 萬 | 0.5% | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 6,704 | $34.3 萬 | 0.5% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,193 | $32.0 萬 | 0.4% | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 6,693 | $29.9 萬 | 0.4% | – |
| UNHUnitedHealth Group Inc | Stock | 520 | $26.7 萬 | 0.4% | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 8,784 | $25.3 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 10,229 | $22.4 萬 | 0.3% | – |
| GOOGLAlphabet Inc. | Stock | 94 | $22.3 萬 | 0.3% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 566 | $22.0 萬 | 0.3% | 歷史 |