Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/21 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 48
- 較 2024 年第 3 季 0
- 總值
- $1.45 億
- 較 2024 年第 3 季 +$163.6 萬 (+1.1%)
| 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 | 440,061 | $2,008 萬 | 13.9% | +5,719+1.3% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 180,537 | $1,108 萬 | 7.7% | +15,863+9.6% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 102,141 | $986.0 萬 | 6.8% | +1,037+1.0% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 147,027 | $981.7 萬 | 6.8% | −762−0.5% | 減碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 398,624 | $966.3 萬 | 6.7% | +441+0.1% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 151,978 | $858.4 萬 | 5.9% | +1,275+0.8% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 88,241 | $855.3 萬 | 5.9% | −495−0.6% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 110,885 | $828.6 萬 | 5.7% | −1,331−1.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 31,952 | $800.1 萬 | 5.5% | −201−0.6% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 90,953 | $534.7 萬 | 3.7% | +1,629+1.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 54,703 | $480.8 萬 | 3.3% | −1,569−2.8% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 55,839 | $346.4 萬 | 2.4% | +3,670+7.0% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 35,800 | $290.1 萬 | 2.0% | −347−1.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 60,439 | $289.0 萬 | 2.0% | −1,259−2.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 36,385 | $272.1 萬 | 1.9% | −490−1.3% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 40,396 | $257.6 萬 | 1.8% | +11,474+39.7% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 41,776 | $256.3 萬 | 1.8% | +100.0% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 62,680 | $240.5 萬 | 1.7% | +1,276+2.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 9,984 | $219.0 萬 | 1.5% | +31+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,164 | $178.6 萬 | 1.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 39,794 | $170.6 萬 | 1.2% | −1,145−2.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,058 | $163.9 萬 | 1.1% | −1,154−22.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 53,137 | $158.7 萬 | 1.1% | +379+0.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,329 | $140.3 萬 | 1.0% | −10−0.3% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,905 | $134.1 萬 | 0.9% | 00.0% | 不變 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 17,750 | $126.8 萬 | 0.9% | +122+0.7% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 12,595 | $76.0 萬 | 0.5% | +1,200+10.5% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 7,029 | $72.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 14,923 | $60.2 萬 | 0.4% | −20.0% | 減碼 | – |
| HNSTHonest Company, Inc. | COM | 75,295 | $52.2 萬 | 0.4% | −1,864−2.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 19,589 | $50.0 萬 | 0.3% | +6,859+53.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 799 | $46.8 萬 | 0.3% | −34−4.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 8,956 | $44.6 萬 | 0.3% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,700 | $40.8 萬 | 0.3% | −171−9.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 11,216 | $34.2 萬 | 0.2% | +3,316+42.0% | 加碼 | – |
| ECLEcolab Inc. | Stock | 1,436 | $33.6 萬 | 0.2% | +250+21.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 6,317 | $32.5 萬 | 0.2% | +192+3.1% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,014 | $30.3 萬 | 0.2% | −11−0.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,017 | $27.1 萬 | 0.2% | −405−16.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,023 | $27.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,435 | $26.6 萬 | 0.2% | 00.0% | 不變 | – |
| WELLWelltower Inc. | REIT | 2,000 | $25.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,310 | $24.9 萬 | 0.2% | −276−10.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 6,077 | $23.6 萬 | 0.2% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,155 | $22.8 萬 | 0.2% | +1,155 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 6,000 | $22.4 萬 | 0.2% | −1,319−18.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 5,158 | $22.3 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,700 | $21.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,000 | $21.1 萬 | 0.1% | – |