Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/21 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 48
- 較 2024 年第 2 季 +3
- 總值
- $1.43 億
- 較 2024 年第 2 季 +$1,039 萬 (+7.8%)
| 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 | 434,342 | $1,995 萬 | 13.9% | +78,505+22.1% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 164,674 | $1,083 萬 | 7.6% | +18,242+12.5% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 398,183 | $985.9 萬 | 6.9% | +20,595+5.5% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 147,789 | $979.5 萬 | 6.8% | +262+0.2% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 101,104 | $962.4 萬 | 6.7% | −653−0.6% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 150,703 | $875.3 萬 | 6.1% | −494−0.3% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 112,216 | $862.9 萬 | 6.0% | +7,224+6.9% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 88,736 | $849.1 萬 | 5.9% | −3,845−4.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 32,153 | $738.0 萬 | 5.2% | +2,968+10.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 89,324 | $574.0 萬 | 4.0% | −1,974−2.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 56,272 | $471.5 萬 | 3.3% | −6,616−10.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 61,698 | $319.7 萬 | 2.2% | −3,258−5.0% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 52,169 | $319.7 萬 | 2.2% | +3,902+8.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 36,875 | $292.6 萬 | 2.0% | +2,555+7.4% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 36,147 | $281.8 萬 | 2.0% | +1,825+5.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 41,766 | $262.7 萬 | 1.8% | −2,251−5.1% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 61,404 | $253.3 萬 | 1.8% | +178+0.3% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 28,922 | $208.4 萬 | 1.5% | −33,688−53.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,953 | $184.3 萬 | 1.3% | +1,461+17.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,164 | $175.4 萬 | 1.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 40,939 | $173.6 萬 | 1.2% | +43+0.1% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 52,758 | $158.4 萬 | 1.1% | +1,393+2.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,339 | $139.4 萬 | 1.0% | −110−3.2% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,905 | $126.9 萬 | 0.9% | −1,791−31.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,212 | $125.6 萬 | 0.9% | −1,262−19.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 17,628 | $124.2 萬 | 0.9% | −5,341−23.3% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 11,395 | $88.7 萬 | 0.6% | +11,395 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 7,029 | $78.1 萬 | 0.5% | +7,029 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 14,925 | $60.6 萬 | 0.4% | −1,776−10.6% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 833 | $49.2 萬 | 0.3% | −145−14.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 8,956 | $43.6 萬 | 0.3% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,871 | $39.9 萬 | 0.3% | −351−15.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,422 | $32.1 萬 | 0.2% | +341+16.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 12,730 | $32.0 萬 | 0.2% | +40.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 6,125 | $31.0 萬 | 0.2% | +123+2.0% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,025 | $30.5 萬 | 0.2% | −976−24.4% | 減碼 | – |
| ECLEcolab Inc. | Stock | 1,186 | $30.3 萬 | 0.2% | −40−3.3% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,435 | $27.2 萬 | 0.2% | −173−10.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,023 | $27.0 萬 | 0.2% | −678−39.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 7,319 | $26.9 萬 | 0.2% | −452−5.8% | 減碼 | – |
| HNSTHonest Company, Inc. | COM | 77,159 | $25.9 萬 | 0.2% | +500+0.7% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,000 | $24.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 7,900 | $23.7 萬 | 0.2% | −1,747−18.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 6,077 | $23.3 萬 | 0.2% | −194−3.1% | 減碼 | – |
| MMM3M Co | Stock | 1,700 | $23.0 萬 | 0.2% | +1,700 | 新進 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,586 | $22.1 萬 | 0.2% | −588−18.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 5,158 | $22.0 萬 | 0.2% | +5,158 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,000 | $21.1 萬 | 0.1% | −1,640−45.1% | 減碼 | – |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。