Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/20 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 38
- 較 2023 年第 2 季 −2
- 總值
- $9,285 萬
- 較 2023 年第 2 季 +$30.2 萬 (+0.3%)
| 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 | 184,509 | $1,334 萬 | 14.4% | +38,088+26.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 196,042 | $1,162 萬 | 12.5% | −3,670−1.8% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 97,330 | $713.0 萬 | 7.7% | +1,562+1.6% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 126,328 | $624.4 萬 | 6.7% | +2,920+2.4% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 101,435 | $534.4 萬 | 5.8% | +5,035+5.2% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 85,158 | $449.5 萬 | 4.8% | +5,178+6.5% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 53,676 | $418.4 萬 | 4.5% | +1,811+3.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 115,629 | $410.3 萬 | 4.4% | +1,273+1.1% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 188,308 | $396.8 萬 | 4.3% | +12,936+7.4% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 67,764 | $377.1 萬 | 4.1% | +11,590+20.6% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 68,857 | $341.0 萬 | 3.7% | +3,595+5.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 76,078 | $332.6 萬 | 3.6% | −1,406−1.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 12,605 | $215.8 萬 | 2.3% | −900−6.7% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 63,160 | $212.0 萬 | 2.3% | +2,965+4.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 7,061 | $176.7 萬 | 1.9% | −1,128−13.8% | 減碼 | 歷史 |
| ETF Ser Solutions26922B659 | CBOE VEST 10 YR | 51,755 | $163.9 萬 | 1.8% | +8,866+20.7% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,642 | $150.7 萬 | 1.6% | 00.0% | 不變 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 27,880 | $146.3 萬 | 1.6% | −1,278−4.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,162 | $130.9 萬 | 1.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 9,773 | $124.2 萬 | 1.3% | +942+10.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 36,552 | $107.2 萬 | 1.2% | −1,527−4.0% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 18,172 | $91.2 萬 | 1.0% | +1,512+9.1% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 8,668 | $84.0 萬 | 0.9% | −195−2.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 25,234 | $80.3 萬 | 0.9% | −102,566−80.3% | 減碼依 5 比 1 拆股換算 | – |
| GISGeneral Mills Inc | Stock | 12,527 | $80.2 萬 | 0.9% | +12,527 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,151 | $47.8 萬 | 0.5% | −142−4.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 13,986 | $47.4 萬 | 0.5% | −528−3.6% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,443 | $43.3 萬 | 0.5% | −144−9.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 10,706 | $41.7 萬 | 0.4% | −3,396−24.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,802 | $37.5 萬 | 0.4% | −10−0.6% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,640 | $32.2 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 9,623 | $31.6 萬 | 0.3% | −1,409−12.8% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 3,218 | $27.9 萬 | 0.3% | −496−13.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 11,258 | $27.6 萬 | 0.3% | +11,258 | 新進 | – |
| ECLEcolab Inc. | Stock | 1,526 | $25.9 萬 | 0.3% | −70−4.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 10,800 | $22.9 萬 | 0.2% | −685−6.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 6,004 | $21.2 萬 | 0.2% | −588−8.9% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 443 | $20.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（4 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 9,683 | $46.8 萬 | 0.5% | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 3,732 | $24.8 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 6,633 | $22.9 萬 | 0.2% | – |
| Kraneshares Tr500767850 | MSCI CHINA CLEAN | 7,186 | $20.1 萬 | 0.2% | – |