Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/22 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 46
- 較 2025 年第 3 季 +1
- 總值
- $1.71 億
- 較 2025 年第 3 季 −$7.70 萬 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 622,214 | $2,609 萬 | 15.2% | +54,766+9.7% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 262,526 | $2,161 萬 | 12.6% | +31,080+13.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 417,704 | $1,934 萬 | 11.3% | −86,503−17.2% | 減碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 122,311 | $926.8 萬 | 5.4% | −36,545−23.0% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 80,561 | $900.5 萬 | 5.3% | −13,920−14.7% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 164,419 | $889.0 萬 | 5.2% | +164,419 | 新進 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 335,205 | $879.6 萬 | 5.1% | −5,114−1.5% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 84,421 | $860.9 萬 | 5.0% | −32,169−27.6% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 102,188 | $787.1 萬 | 4.6% | +24,256+31.1% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 66,977 | $621.5 萬 | 3.6% | +18,168+37.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 55,289 | $589.9 萬 | 3.4% | −6,225−10.1% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 71,319 | $473.8 萬 | 2.8% | −19,346−21.3% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 56,281 | $390.7 萬 | 2.3% | +13,081+30.3% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 49,469 | $297.7 萬 | 1.7% | −81,316−62.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,753 | $292.3 萬 | 1.7% | −586−5.2% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 59,221 | $277.2 萬 | 1.6% | −2,611−4.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 42,346 | $206.8 萬 | 1.2% | −10,647−20.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,964 | $200.0 萬 | 1.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 8,319 | $192.0 萬 | 1.1% | −668−7.4% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 36,080 | $167.8 萬 | 1.0% | +1,738+5.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 49,439 | $149.3 萬 | 0.9% | −17,994−26.7% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,554 | $146.7 萬 | 0.9% | −20−0.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 49,532 | $139.9 萬 | 0.8% | −575−1.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,764 | $133.7 萬 | 0.8% | −332−10.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 26,491 | $90.8 萬 | 0.5% | −2,034−7.1% | 減碼 | – |
| AFLAflac Inc | Stock | 7,029 | $77.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,219 | $59.6 萬 | 0.3% | −1,641−18.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 12,271 | $57.6 萬 | 0.3% | −105−0.8% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,669 | $55.1 萬 | 0.3% | −376−18.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,529 | $46.5 萬 | 0.3% | −110−6.7% | 減碼 | 歷史 |
| HNSTHonest Company, Inc. | COM | 178,761 | $46.1 萬 | 0.3% | +40,056+28.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 4,489 | $43.1 萬 | 0.3% | +4,489 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 637 | $42.0 萬 | 0.2% | −8−1.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 7,309 | $41.7 萬 | 0.2% | −538−6.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,021 | $37.7 萬 | 0.2% | +30+1.5% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,398 | $36.7 萬 | 0.2% | −288−17.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,472 | $36.5 萬 | 0.2% | +200+4.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 5,950 | $33.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,016 | $29.5 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,700 | $27.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,379 | $26.3 萬 | 0.2% | −3,088−47.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 5,995 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46654Q757 | JPMORGAN INTL VL | 3,037 | $24.4 萬 | 0.1% | +3,037 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 710 | $22.2 萬 | 0.1% | +710 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 4,542 | $21.5 萬 | 0.1% | −616−11.9% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 3,003 | $20.3 萬 | 0.1% | −474−13.6% | 減碼 | – |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,334 | $55.1 萬 | 0.3% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,423 | $29.0 萬 | 0.2% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,163 | $24.9 萬 | 0.1% | – |