Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 47
- 較 2026 年第 1 季 0
- 總值
- $1.96 億
- 較 2026 年第 1 季 +$2,226 萬 (+12.8%)
| 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 | 828,460 | $3,431 萬 | 17.5% | +53,401+6.9% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 321,389 | $2,867 萬 | 14.6% | +25,169+8.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 466,277 | $2,147 萬 | 11.0% | +24,649+5.6% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 291,117 | $1,557 萬 | 7.9% | +22,113+8.2% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 137,979 | $1,331 萬 | 6.8% | +3,020+2.2% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 330,875 | $972.8 萬 | 5.0% | +23,709+7.7% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 72,452 | $928.0 萬 | 4.7% | +309+0.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 68,858 | $859.1 萬 | 4.4% | +652+1.0% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 91,242 | $832.2 萬 | 4.2% | +2,853+3.2% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 60,403 | $595.5 萬 | 3.0% | +3,709+6.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 43,155 | $513.5 萬 | 2.6% | +946+2.2% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 58,315 | $394.1 萬 | 2.0% | +2,972+5.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 72,423 | $371.9 萬 | 1.9% | +2,148+3.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 40,792 | $309.2 萬 | 1.6% | +1,918+4.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,954 | $230.2 萬 | 1.2% | +624+8.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,914 | $218.8 萬 | 1.1% | +146+2.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 8,141 | $194.0 萬 | 1.0% | +159+2.0% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 29,442 | $183.1 萬 | 0.9% | +3,631+14.1% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 46,275 | $161.0 萬 | 0.8% | +6,664+16.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 39,385 | $143.9 萬 | 0.7% | +6,577+20.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 47,643 | $141.6 萬 | 0.7% | −170.0% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 15,231 | $133.9 萬 | 0.7% | −459−2.9% | 減碼依 5 比 1 拆股換算 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 29,978 | $90.0 萬 | 0.5% | −521−1.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,283 | $85.2 萬 | 0.4% | +140+6.5% | 加碼 | 歷史 |
| HNSTHonest Company, Inc. | COM | 226,099 | $82.8 萬 | 0.4% | +44,917+24.8% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 7,029 | $82.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,087 | $54.5 萬 | 0.3% | −351−3.4% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,145 | $46.7 萬 | 0.2% | −221−4.1% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 4,515 | $46.5 萬 | 0.2% | +1,653+57.8% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 942 | $45.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 3,467 | $44.2 萬 | 0.2% | +27+0.8% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 6,016 | $43.4 萬 | 0.2% | +300+5.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q757 | JPMORGAN INTL VL | 4,481 | $41.2 萬 | 0.2% | +2,098+88.0% | 加碼 | – |
| ECLEcolab Inc. | Stock | 1,333 | $37.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 880 | $36.6 萬 | 0.2% | −658−42.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 5,950 | $36.3 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 1,729 | $34.6 萬 | 0.2% | −270−13.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 5,673 | $34.0 萬 | 0.2% | −54−0.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 588 | $33.1 萬 | 0.2% | +2+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,696 | $29.8 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| GOOGAlphabet Inc. | Stock | 784 | $27.7 萬 | 0.1% | +784 | 新進 | 歷史 |
| MMM3M Co | Stock | 1,700 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 738 | $26.4 萬 | 0.1% | +26+3.7% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,379 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 4,542 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 4,995 | $22.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,119 | $21.6 萬 | 0.1% | +2,119 | 新進 | – |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 8,043 | $31.3 萬 | 0.2% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,500 | $20.5 萬 | 0.1% | – |