Enzi Wealth
- SEC CIK
- 0001887441
- 最新申報
- 2026/7/15
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位。
- 持股檔數
- 70
- 2022 年第 2 季沒有申報
- 總值
- $2.04 億
- 2022 年第 2 季沒有申報
Enzi Wealth 沒有申報 2022 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 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 | 96,690 | $3,869 萬 | 19.0% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 541,218 | $1,764 萬 | 8.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 151,122 | $1,722 萬 | 8.4% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 62,558 | $1,580 萬 | 7.7% | – | – | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 266,379 | $1,292 萬 | 6.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 116,653 | $1,177 萬 | 5.8% | – | – | – |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 641,329 | $1,108 萬 | 5.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 37,313 | $1,075 萬 | 5.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 64,364 | $621.2 萬 | 3.0% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 63,542 | $458.1 萬 | 2.2% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 36,369 | $320.2 萬 | 1.6% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 60,217 | $316.1 萬 | 1.5% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 60,989 | $296.6 萬 | 1.5% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 36,168 | $269.3 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,591 | $268.3 萬 | 1.3% | – | – | – |
| CDNSCadence Design Systems Inc | Stock | 13,247 | $221.1 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 67,489 | $215.0 萬 | 1.1% | – | – | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 62,814 | $213.1 萬 | 1.0% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 6,074 | $205.2 萬 | 1.0% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,221 | $204.5 萬 | 1.0% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 18,969 | $198.4 萬 | 1.0% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 23,043 | $192.4 萬 | 0.9% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 16,255 | $174.1 萬 | 0.9% | – | – | – |
| John Hancock Exchange Traded47804J842 | MULTIFACTR SML | 51,345 | $165.8 萬 | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 9,624 | $144.1 萬 | 0.7% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 19,250 | $136.0 萬 | 0.7% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 22,751 | $132.5 萬 | 0.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,521 | $128.9 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 7,527 | $122.9 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 14,839 | $93.6 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 8,065 | $81.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,672 | $80.7 萬 | 0.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,531 | $77.6 萬 | 0.4% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,503 | $77.1 萬 | 0.4% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 15,330 | $74.8 萬 | 0.4% | – | – | 歷史 |
| YETIYETI Holdings, Inc. | COM | 16,103 | $70.7 萬 | 0.3% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 28,820 | $65.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,090 | $60.0 萬 | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,150 | $59.3 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,945 | $55.0 萬 | 0.3% | – | – | – |
| TPLTexas Pacific Land Corp | Stock | 192 | $51.4 萬 | 0.3% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 9,476 | $51.0 萬 | 0.2% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,740 | $48.3 萬 | 0.2% | – | – | – |
| SBUXStarbucks Corp | Stock | 4,519 | $44.0 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,715 | $42.4 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,862 | $42.3 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,021 | $40.7 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 12,897 | $39.2 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,200 | $37.2 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,919 | $37.2 萬 | 0.2% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,110 | $36.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 7,433 | $36.6 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,450 | $35.8 萬 | 0.2% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 2,100 | $35.7 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,740 | $34.1 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,427 | $32.8 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,556 | $31.9 萬 | 0.2% | – | – | 歷史 |
| SLBSLB Limited | Stock | 5,672 | $31.1 萬 | 0.2% | – | – | 歷史 |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 11,145 | $30.2 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,120 | $30.1 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,830 | $29.5 萬 | 0.1% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 4,745 | $28.5 萬 | 0.1% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 2,888 | $27.8 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 2,653 | $27.6 萬 | 0.1% | – | – | 歷史 |
| KIMKimco Realty Corp | COM | 11,632 | $25.8 萬 | 0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 30,449 | $25.6 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,220 | $23.2 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,446 | $21.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,425 | $21.5 萬 | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 2,122 | $20.0 萬 | 0.1% | – | – | 歷史 |