C2C Wealth Management, LLC
- SEC CIK
- 0001868903
- 最新申報
- 2026/7/9
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/9 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 95
- 較 2026 年第 1 季 +3
- 總值
- $1.28 億
- 較 2026 年第 1 季 +$941.1 萬 (+8.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 13,614 | $1,020 萬 | 8.0% | +557+4.3% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 49,254 | $938.4 萬 | 7.4% | +2,857+6.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 31,345 | $907.0 萬 | 7.1% | −7,823−20.0% | 減碼 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 276,620 | $763.2 萬 | 6.0% | −750−0.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 35,616 | $590.4 萬 | 4.6% | −100−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,788 | $588.9 萬 | 4.6% | −696−4.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 18,705 | $562.0 萬 | 4.4% | −1,541−7.6% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 18,721 | $526.5 萬 | 4.1% | +30.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 46,623 | $359.5 萬 | 2.8% | −2,259−4.6% | 減碼 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 230,094 | $334.6 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 43,861 | $312.5 萬 | 2.4% | −1,000−2.2% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 66,146 | $243.2 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,807 | $236.2 萬 | 1.9% | +4,294+57.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 22,791 | $225.6 萬 | 1.8% | −464−2.0% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 18,561 | $218.1 萬 | 1.7% | −894−4.6% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 13,108 | $193.6 萬 | 1.5% | −866−6.2% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 10,258 | $185.6 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30,177 | $180.1 萬 | 1.4% | −700−2.3% | 減碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 12,080 | $171.4 萬 | 1.3% | −300−2.4% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,052 | $152.0 萬 | 1.2% | 00.0% | 不變 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 37,498 | $136.9 萬 | 1.1% | +325+0.9% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 15,865 | $131.4 萬 | 1.0% | −300−1.9% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 108,385 | $130.4 萬 | 1.0% | −600−0.6% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 10,896 | $127.8 萬 | 1.0% | −200−1.8% | 減碼 | – |
| SYKStryker Corp | Stock | 4,000 | $125.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 22,321 | $125.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 22,953 | $123.1 萬 | 1.0% | −240−1.0% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 14,293 | $118.1 萬 | 0.9% | +1,026+7.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,569 | $115.5 萬 | 0.9% | +70+4.7% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 55,850 | $103.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,056 | $102.1 萬 | 0.8% | +20.0% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 1,000 | $96.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 9,865 | $95.2 萬 | 0.7% | −300−3.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 790 | $94.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,842 | $91.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 15,674 | $89.3 萬 | 0.7% | −344−2.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 16,678 | $88.6 萬 | 0.7% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 6,374 | $87.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 17,310 | $82.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,302 | $75.0 萬 | 0.6% | −74−2.2% | 減碼 | – |
| WPCW. P. Carey Inc. | COM | 9,589 | $68.6 萬 | 0.5% | +10+0.1% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 7,792 | $67.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,165 | $65.6 萬 | 0.5% | +58+5.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,569 | $65.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 15,225 | $64.5 萬 | 0.5% | −159−1.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,170 | $58.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,502 | $53.7 萬 | 0.4% | +25+1.7% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 1,984 | $53.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,500 | $51.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,402 | $48.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 2,100 | $45.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 2,000 | $45.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,245 | $45.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P439 | INCOME FOCUS ETF | 15,500 | $44.7 萬 | 0.4% | +3,500+29.2% | 加碼 | – |
| LINLinde PLC | Stock | 856 | $44.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,580 | $43.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 2,751 | $41.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 7,424 | $41.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 21,493 | $41.1 萬 | 0.3% | −2,304−9.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 3,050 | $39.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 390 | $36.5 萬 | 0.3% | +10+2.6% | 加碼 | 歷史 |
| IDEVoya Infrastructure, Industrials & Materials Fund | COM | 26,232 | $36.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 19,000 | $36.2 萬 | 0.3% | +19,000 | 新進 | – |
| CLColgate Palmolive Co | Stock | 3,840 | $35.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 590 | $34.3 萬 | 0.3% | +590 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,118 | $33.6 萬 | 0.3% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 15,845 | $32.8 萬 | 0.3% | −85−0.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 909 | $32.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 300 | $31.9 萬 | 0.3% | −15−4.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,254 | $31.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,650 | $31.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 3,435 | $30.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,104 | $29.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,967 | $28.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,062 | $27.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,202 | $27.3 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 1,981 | $25.5 萬 | 0.2% | −172−8.0% | 減碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 3,682 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,088 | $24.9 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| DTMDT Midstream, Inc. | COMMON STOCK | 1,632 | $23.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 2,432 | $23.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 527 | $22.5 萬 | 0.2% | +527 | 新進 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,202 | $22.3 萬 | 0.2% | +1,202 | 新進 | – |
| EDConsolidated Edison Inc | Stock | 1,989 | $22.0 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 7,118 | $21.7 萬 | 0.2% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 2,644 | $21.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,548 | $21.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 622 | $20.4 萬 | 0.2% | +622 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 2,820 | $20.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 16,059 | $19.6 萬 | 0.2% | +16,059 | 新進 | – |
| PBYIPuma Biotechnology, Inc. | COM | 23,620 | $19.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SONMDNA X, Inc. | COM | 35,500 | $18.3 萬 | 0.1% | +15,500+77.5% | 加碼 | 歷史 |
| DUOTDuos Technologies Group, Inc. | COM | 11,000 | $13.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INVEINVE Technologies, Inc. | COM NEW | 15,000 | $3.78 萬 | <0.1% | +5,000+50.0% | 加碼 | 歷史 |
| IDAIT Stamp Inc | COM | 10,000 | $1.98 萬 | <0.1% | +10,000 | 新進 | 歷史 |
2026 年第 1 季之後清倉（4 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 |
|---|---|---|---|---|---|
| BIOBio-Rad Laboratories, Inc. | CL A | 1,715 | $47.8 萬 | 0.4% | 歷史 |
| Global X FDS37960A669 | SUPERDIVIDEND | 20,898 | $40.8 萬 | 0.3% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,118 | $24.7 萬 | 0.2% | – |
| iShares Tr464288588 | MBS ETF | 2,526 | $24.0 萬 | 0.2% | – |