Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 46
- 較 2025 年第 1 季 −4
- 總值
- $1.63 億
- 較 2025 年第 1 季 +$1,516 萬 (+10.2%)
| 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 | 489,979 | $2,270 萬 | 13.9% | +15,384+3.2% | 加碼 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 516,788 | $2,151 萬 | 13.2% | +120,528+30.4% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 224,619 | $1,662 萬 | 10.2% | +42,018+23.0% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 117,448 | $1,070 萬 | 6.6% | +8,492+7.8% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 156,424 | $1,067 萬 | 6.5% | +4,950+3.3% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 93,623 | $943.9 萬 | 5.8% | +3,898+4.3% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 334,806 | $827.3 萬 | 5.1% | −675−0.2% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 140,875 | $776.2 萬 | 4.8% | −1,172−0.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 60,625 | $577.9 萬 | 3.5% | +1,901+3.2% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 77,747 | $532.9 萬 | 3.3% | +1,294+1.7% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 84,270 | $527.4 萬 | 3.2% | +14,024+20.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 23,897 | $490.3 萬 | 3.0% | −5,490−18.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 50,365 | $433.5 萬 | 2.7% | +3,252+6.9% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 42,637 | $272.6 萬 | 1.7% | +67+0.2% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 61,590 | $263.2 萬 | 1.6% | +2,036+3.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 49,004 | $219.0 萬 | 1.3% | +6,377+15.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 9,173 | $201.2 萬 | 1.2% | −570−5.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 64,165 | $193.7 萬 | 1.2% | +5,922+10.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,964 | $181.3 萬 | 1.1% | −200−3.2% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 31,447 | $162.9 萬 | 1.0% | +3,107+11.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,146 | $156.5 萬 | 1.0% | −288−8.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 54,585 | $145.0 萬 | 0.9% | +5,048+10.2% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,574 | $130.9 萬 | 0.8% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 23,859 | $75.9 萬 | 0.5% | +11,428+91.9% | 加碼 | – |
| AFLAflac Inc | Stock | 7,029 | $74.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HNSTHonest Company, Inc. | COM | 136,784 | $69.6 萬 | 0.4% | +60,989+80.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,216 | $69.1 萬 | 0.4% | +104+4.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 9,189 | $68.8 萬 | 0.4% | +121+1.3% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 7,114 | $66.4 萬 | 0.4% | −4,605−39.3% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,056 | $62.3 萬 | 0.4% | −1,249−13.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 12,691 | $53.6 萬 | 0.3% | −2,210−14.8% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,138 | $52.9 萬 | 0.3% | +1,456+39.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 654 | $48.3 萬 | 0.3% | −195−23.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,085 | $47.2 萬 | 0.3% | +729+53.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 8,956 | $46.9 萬 | 0.3% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 1,686 | $45.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 7,652 | $41.1 萬 | 0.3% | +436+6.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,129 | $33.6 萬 | 0.2% | −463−17.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 7,965 | $31.5 萬 | 0.2% | +1,570+24.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,016 | $28.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,423 | $27.6 萬 | 0.2% | −5−0.4% | 減碼 | – |
| MMM3M Co | Stock | 1,700 | $25.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 6,051 | $24.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,237 | $24.2 萬 | 0.1% | −43,555−91.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 5,158 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 3,252 | $20.9 萬 | 0.1% | −438−11.9% | 減碼 | – |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。