Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/17 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 45
- 較 2024 年第 1 季 +2
- 總值
- $1.33 億
- 較 2024 年第 1 季 +$1,209 萬 (+10.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 355,837 | $1,618 萬 | 12.2% | +39,487+12.5% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 147,527 | $927.1 萬 | 7.0% | +11,502+8.5% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 101,757 | $913.0 萬 | 6.9% | +10,027+10.9% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 146,432 | $911.7 萬 | 6.9% | +23,370+19.0% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 377,588 | $882.8 萬 | 6.7% | +26,245+7.5% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 92,581 | $835.0 萬 | 6.3% | +4,182+4.7% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 151,197 | $823.9 萬 | 6.2% | +11,271+8.1% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 104,992 | $786.3 萬 | 5.9% | +8,295+8.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,185 | $614.7 萬 | 4.6% | +11,550+65.5% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 91,298 | $557.7 萬 | 4.2% | +3,880+4.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 62,888 | $503.9 萬 | 3.8% | +3,244+5.4% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 62,610 | $396.1 萬 | 3.0% | −3,035−4.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 64,956 | $321.0 萬 | 2.4% | −4,003−5.8% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 48,267 | $282.7 萬 | 2.1% | +11,389+30.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 34,320 | $260.4 萬 | 2.0% | +2,917+9.3% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 34,322 | $257.9 萬 | 1.9% | +2,844+9.0% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 44,017 | $253.6 萬 | 1.9% | +2,429+5.8% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 61,226 | $230.6 萬 | 1.7% | +618+1.0% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 5,696 | $179.0 萬 | 1.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 40,896 | $169.4 萬 | 1.3% | −59−0.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,164 | $164.9 萬 | 1.2% | +20.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 8,492 | $164.1 萬 | 1.2% | −390−4.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,449 | $154.2 萬 | 1.2% | +1,161+50.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 51,365 | $152.6 萬 | 1.1% | +5,592+12.2% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 22,969 | $152.4 萬 | 1.1% | −315−1.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 6,474 | $128.1 萬 | 1.0% | +44+0.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 16,701 | $63.4 萬 | 0.5% | −492−2.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 978 | $49.3 萬 | 0.4% | −265−21.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,222 | $44.9 萬 | 0.3% | +2,222 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 8,956 | $41.9 萬 | 0.3% | −29−0.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,701 | $41.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 4,001 | $39.8 萬 | 0.3% | +40+1.0% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,640 | $35.0 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 12,726 | $30.9 萬 | 0.2% | +457+3.7% | 加碼 | – |
| ECLEcolab Inc. | Stock | 1,226 | $29.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 6,002 | $29.0 萬 | 0.2% | +201+3.5% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,608 | $28.1 萬 | 0.2% | −11−0.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 7,771 | $28.0 萬 | 0.2% | −1,342−14.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 9,647 | $27.9 萬 | 0.2% | +964+11.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,081 | $25.7 萬 | 0.2% | +2,081 | 新進 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 3,174 | $24.8 萬 | 0.2% | +200+6.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 6,271 | $23.7 萬 | 0.2% | −13−0.2% | 減碼 | – |
| HNSTHonest Company, Inc. | COM | 76,659 | $22.4 萬 | 0.2% | +51,659+206.6% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,000 | $20.9 萬 | 0.2% | +2,000 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,124 | $20.5 萬 | 0.2% | +1,124 | 新進 | 歷史 |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 11,139 | $36.2 萬 | 0.3% | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 10,185 | $26.3 萬 | 0.2% | – |