Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/31 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 40
- 較 2023 年第 1 季 0
- 總值
- $9,255 萬
- 較 2023 年第 1 季 +$199.2 萬 (+2.2%)
| 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 | 199,712 | $1,239 萬 | 13.4% | −2,703−1.3% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 146,421 | $1,103 萬 | 11.9% | −5,635−3.7% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 95,768 | $734.2 萬 | 7.9% | −3,867−3.9% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 123,408 | $601.0 萬 | 6.5% | −3,331−2.6% | 減碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 96,400 | $520.5 萬 | 5.6% | −4,370−4.3% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 79,980 | $446.4 萬 | 4.8% | −4,024−4.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 114,356 | $419.3 萬 | 4.5% | −4,329−3.6% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 51,865 | $415.6 萬 | 4.5% | −1,467−2.8% | 減碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 175,372 | $393.7 萬 | 4.3% | −7,795−4.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 77,484 | $365.6 萬 | 4.0% | −4,887−5.9% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 65,262 | $338.3 萬 | 3.7% | −1,554−2.3% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 56,174 | $330.2 萬 | 3.6% | −1,499−2.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 13,505 | $262.0 萬 | 2.8% | −2,541−15.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 8,189 | $237.8 萬 | 2.6% | −736−8.2% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 60,195 | $213.3 萬 | 2.3% | −2,213−3.5% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 29,158 | $161.6 萬 | 1.7% | +776+2.7% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,642 | $160.6 萬 | 1.7% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,162 | $138.5 萬 | 1.5% | 00.0% | 不變 | – |
| ETF Ser Solutions26922B659 | CBOE VEST 10 YR | 42,889 | $120.0 萬 | 1.3% | −988−2.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 8,831 | $117.9 萬 | 1.3% | −749−7.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 38,079 | $112.1 萬 | 1.2% | −2,071−5.2% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 8,863 | $86.2 萬 | 0.9% | −2,063−18.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 25,560 | $84.5 萬 | 0.9% | +20,255+381.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 16,660 | $83.4 萬 | 0.9% | −3,349−16.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 14,102 | $56.8 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,293 | $52.4 萬 | 0.6% | −501−13.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 14,514 | $49.4 萬 | 0.5% | +556+4.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,587 | $49.3 萬 | 0.5% | −123−7.2% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 9,683 | $46.8 萬 | 0.5% | −30−0.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,812 | $41.0 萬 | 0.4% | −359−16.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 11,032 | $36.2 萬 | 0.4% | −736−6.3% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 3,714 | $34.7 萬 | 0.4% | −268−6.7% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,640 | $34.5 萬 | 0.4% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 1,596 | $29.9 萬 | 0.3% | −440−21.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 11,485 | $25.0 萬 | 0.3% | +234+2.1% | 加碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 3,732 | $24.8 萬 | 0.3% | −474−11.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 6,592 | $24.0 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 6,633 | $22.9 萬 | 0.2% | +6,633 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 443 | $21.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Kraneshares Tr500767850 | MSCI CHINA CLEAN | 7,186 | $20.1 萬 | 0.2% | +70+1.0% | 加碼 | – |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 1,628 | $52.2 萬 | 0.6% | – |