C2C Wealth Management, LLC
- SEC CIK
- 0001868903
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 82
- 較 2025 年第 1 季 −5
- 總值
- $1.10 億
- 較 2025 年第 1 季 +$392.3 萬 (+3.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 16,187 | $805.2 萬 | 7.3% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 38,986 | $799.9 萬 | 7.2% | −1,000−2.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 12,783 | $793.7 萬 | 7.2% | +107+0.8% | 加碼 | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 252,630 | $680.8 萬 | 6.2% | +1,750+0.7% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 22,743 | $575.9 萬 | 5.2% | −112−0.5% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 18,029 | $531.5 萬 | 4.8% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 37,099 | $531.2 萬 | 4.8% | −2,148−5.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 22,411 | $483.6 萬 | 4.4% | −389−1.7% | 減碼 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 238,094 | $368.3 萬 | 3.3% | −5,300−2.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 50,932 | $315.9 萬 | 2.9% | −799−1.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 46,067 | $262.6 萬 | 2.4% | −4,346−8.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 23,345 | $231.6 萬 | 2.1% | +30.0% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 10,258 | $186.8 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 60,146 | $186.5 萬 | 1.7% | −632−1.0% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 19,475 | $177.2 萬 | 1.6% | −112−0.6% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 13,974 | $172.7 萬 | 1.6% | −82−0.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 33,394 | $165.2 萬 | 1.5% | −1,070−3.1% | 減碼 | – |
| SYKStryker Corp | Stock | 4,000 | $158.3 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 12,880 | $156.3 萬 | 1.4% | −1,000−7.2% | 減碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 38,298 | $141.4 萬 | 1.3% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,253 | $135.9 萬 | 1.2% | −63−1.0% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,107 | $126.2 萬 | 1.1% | −353−1.4% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,204 | $123.4 萬 | 1.1% | 00.0% | 不變 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 82,100 | $114.2 萬 | 1.0% | +9,900+13.7% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 50,600 | $111.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,261 | $106.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 20,421 | $105.2 萬 | 1.0% | +300+1.5% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,935 | $101.7 萬 | 0.9% | −1,370−7.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 6,218 | $98.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,165 | $95.4 萬 | 0.9% | −300−2.9% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,750 | $91.2 萬 | 0.8% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,552 | $85.6 萬 | 0.8% | +70+4.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,356 | $79.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 15,971 | $75.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,052 | $75.2 萬 | 0.7% | +42+1.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 17,356 | $75.1 萬 | 0.7% | −3,848−18.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,297 | $72.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WPCW. P. Carey Inc. | COM | 11,163 | $69.6 萬 | 0.6% | +50+0.4% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,376 | $66.0 萬 | 0.6% | +25+0.7% | 加碼 | – |
| OKEONEOK Inc | COM | 7,792 | $63.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 17,310 | $63.4 萬 | 0.6% | +3,000+21.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 849 | $62.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 790 | $61.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,220 | $59.3 萬 | 0.5% | +415+51.6% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,580 | $56.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 15,808 | $45.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 2,100 | $44.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,500 | $44.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,000 | $43.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 23,797 | $43.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,200 | $42.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,715 | $41.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,963 | $40.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TRGPTarga Resources Corp. | COM | 2,232 | $38.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 817 | $38.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 282 | $37.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,269 | $36.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,840 | $34.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,245 | $34.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Global X FDS37950E291 | GLOBX SUPDV US | 19,000 | $33.4 萬 | 0.3% | 00.0% | 不變 | – |
| NJRNew Jersey Resources Corp | Stock | 7,424 | $33.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 329 | $32.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,650 | $32.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 855 | $31.3 萬 | 0.3% | +205+31.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,967 | $31.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 2,000 | $30.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 2,432 | $30.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 3,050 | $30.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,118 | $28.5 萬 | 0.3% | −89−4.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,513 | $27.9 萬 | 0.3% | +16+0.5% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 2,924 | $27.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,202 | $27.4 萬 | 0.2% | 00.0% | 不變 | – |
| VMRKVivmark Residential | SH BEN INT | 3,682 | $24.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,204 | $24.6 萬 | 0.2% | −5,048−54.6% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 7,593 | $23.3 萬 | 0.2% | −322−4.1% | 減碼 | – |
| IDEVoya Infrastructure, Industrials & Materials Fund | COM | 19,232 | $22.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,694 | $22.4 萬 | 0.2% | −90−5.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 772 | $21.6 萬 | 0.2% | +772 | 新進 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 14,634 | $19.1 萬 | 0.2% | 00.0% | 不變 | – |
| LXPLXP Industrial Trust | COM | 11,526 | $9.52 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PBYIPuma Biotechnology, Inc. | COM | 20,620 | $7.07 萬 | 0.1% | +5,470+36.1% | 加碼 | 歷史 |
| SDEVStablecoin Development Corp | COM NEW | 98,000 | $5.68 萬 | 0.1% | +43,000+78.2% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MDLZMondelez International, Inc. | Stock | 6,359 | $43.1 萬 | 0.4% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,850 | $24.8 萬 | 0.2% | – |
| EDConsolidated Edison Inc | Stock | 1,982 | $21.9 萬 | 0.2% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,333 | $20.9 萬 | 0.2% | 歷史 |
| JNJJohnson & Johnson | Stock | 1,254 | $20.8 萬 | 0.2% | 歷史 |
| OPKOpko Health, Inc. | COM | 16,405 | $2.72 萬 | <0.1% | 歷史 |