TCWP LLC
- SEC CIK
- 0001907375
- 最新申報
- 2024/11/13
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/10 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 1,976
- 較 2021 年第 4 季 +1,716
- 總值
- $5.50 億
- 較 2021 年第 4 季 +$4,599 萬 (+9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab International Equity ETF808524805 | ETF | 2,097 | $7.70 萬 | <0.1% | +2,097 | 新進 | – |
| CCitigroup Inc | Stock | 1,445 | $7.70 萬 | <0.1% | +1,445 | 新進 | 歷史 |
| TRGPTarga Resources Corp. | COM | 1,029 | $7.70 萬 | <0.1% | +1,029 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 1,296 | $7.60 萬 | <0.1% | +1,296 | 新進 | 歷史 |
| BMOBank of Montreal | COM | 643 | $7.50 萬 | <0.1% | +643 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 1,556 | $7.40 萬 | <0.1% | +1,556 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 137 | $7.40 萬 | <0.1% | +137 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 626 | $7.40 萬 | <0.1% | +626 | 新進 | 歷史 |
| HALHalliburton Co | Stock | 1,946 | $7.30 萬 | <0.1% | +1,946 | 新進 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 509 | $7.30 萬 | <0.1% | +509 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 825 | $7.10 萬 | <0.1% | +825 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 471 | $7.10 萬 | <0.1% | +471 | 新進 | 歷史 |
| WELLWelltower Inc. | REIT | 730 | $7.00 萬 | <0.1% | +730 | 新進 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 1,138 | $7.00 萬 | <0.1% | +1,138 | 新進 | – |
| STLDSteel Dynamics Inc | COM | 848 | $7.00 萬 | <0.1% | +848 | 新進 | 歷史 |
| SOSouthern Co | Stock | 958 | $6.90 萬 | <0.1% | +958 | 新進 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 1,433 | $6.90 萬 | <0.1% | +1,433 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 1,665 | $6.80 萬 | <0.1% | +1,665 | 新進 | 歷史 |
| ALCAlcon Inc | Stock | 863 | $6.80 萬 | <0.1% | +863 | 新進 | 歷史 |
| ALBAlbemarle Corp | Stock | 310 | $6.80 萬 | <0.1% | +310 | 新進 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 1,116 | $6.80 萬 | <0.1% | +1,116 | 新進 | 歷史 |
| ANSSAnsys Inc | COM | 216 | $6.80 萬 | <0.1% | +216 | 新進 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,029 | $6.80 萬 | <0.1% | +1,029 | 新進 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 2,319 | $6.70 萬 | <0.1% | −4,917−68.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 4,984 | $6.70 萬 | <0.1% | −20,692−80.6% | 減碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 1,698 | $6.60 萬 | <0.1% | +1,698 | 新進 | – |
| URIUnited Rentals, Inc. | COM | 187 | $6.60 萬 | <0.1% | +187 | 新進 | 歷史 |
| CICigna Group | Stock | 275 | $6.50 萬 | <0.1% | −20,394−98.7% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 333 | $6.50 萬 | <0.1% | +333 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 2,898 | $6.50 萬 | <0.1% | −15,089−83.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,080 | $6.40 萬 | <0.1% | +1,080 | 新進 | – |
| GISGeneral Mills Inc | Stock | 929 | $6.20 萬 | <0.1% | +929 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 1,200 | $6.20 萬 | <0.1% | +1,200 | 新進 | 歷史 |
| AVLRAvalara, Inc. | COM | 624 | $6.20 萬 | <0.1% | +624 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 168 | $6.10 萬 | <0.1% | +168 | 新進 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 363 | $6.10 萬 | <0.1% | +363 | 新進 | 歷史 |
| HYLNHyliion Holdings Corp. | COMMON STOCK | 13,950 | $6.10 萬 | <0.1% | +13,950 | 新進 | 歷史 |
| BCEBce Inc | COM NEW | 1,113 | $6.10 萬 | <0.1% | +1,113 | 新進 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 3,098 | $6.10 萬 | <0.1% | +3,098 | 新進 | 歷史 |
| FTVFortive Corp | Stock | 989 | $6.00 萬 | <0.1% | +989 | 新進 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 310 | $6.00 萬 | <0.1% | +310 | 新進 | – |
| AFLAflac Inc | Stock | 941 | $6.00 萬 | <0.1% | +941 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 286 | $5.90 萬 | <0.1% | +286 | 新進 | 歷史 |
| FFord Motor Co | Stock | 3,544 | $5.90 萬 | <0.1% | +3,544 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 449 | $5.90 萬 | <0.1% | +449 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 894 | $5.80 萬 | <0.1% | +894 | 新進 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 1,212 | $5.80 萬 | <0.1% | −3,107−71.9% | 減碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 352 | $5.80 萬 | <0.1% | +352 | 新進 | 歷史 |
| PPLPPL Corp | COM | 2,064 | $5.80 萬 | <0.1% | +2,064 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 108 | $5.80 萬 | <0.1% | +108 | 新進 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 1,182 | $5.70 萬 | <0.1% | +1,182 | 新進 | – |
| BSXBoston Scientific Corp | Stock | 1,308 | $5.70 萬 | <0.1% | +1,308 | 新進 | 歷史 |
| CINFCincinnati Financial Corp | COM | 421 | $5.70 萬 | <0.1% | +421 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 77 | $5.70 萬 | <0.1% | +77 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 678 | $5.70 萬 | <0.1% | +678 | 新進 | – |
| ATOAtmos Energy Corp | COM | 477 | $5.60 萬 | <0.1% | +477 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 796 | $5.60 萬 | <0.1% | +796 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 242 | $5.50 萬 | <0.1% | +242 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 868 | $5.50 萬 | <0.1% | +868 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,144 | $5.50 萬 | <0.1% | +1,144 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 500 | $5.50 萬 | <0.1% | +500 | 新進 | – |
| Cybin Ord23256X100 | COM | 68,500 | $5.50 萬 | <0.1% | −33,800−33.0% | 減碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 223 | $5.40 萬 | <0.1% | +223 | 新進 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 1,059 | $5.40 萬 | <0.1% | +1,059 | 新進 | – |
| TRUPTrupanion, Inc. | COM | 613 | $5.40 萬 | <0.1% | +613 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 212 | $5.20 萬 | <0.1% | +212 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 800 | $5.20 萬 | <0.1% | +800 | 新進 | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 645 | $5.20 萬 | <0.1% | +645 | 新進 | – |
| MDBMongoDB, Inc. | CL A | 118 | $5.20 萬 | <0.1% | +118 | 新進 | 歷史 |
| ZGZillow Group, Inc. | CL A | 1,085 | $5.20 萬 | <0.1% | +1,085 | 新進 | 歷史 |
| FOFCohen & Steers Closed-End Opportunity Fund, Inc. | COM | 4,065 | $5.20 萬 | <0.1% | +4,065 | 新進 | 歷史 |
| NEWRNew Relic, Inc. | COM | 791 | $5.20 萬 | <0.1% | +791 | 新進 | 歷史 |
| SRESempra | Stock | 307 | $5.10 萬 | <0.1% | +307 | 新進 | 歷史 |
| LENLennar Corp | CL A | 638 | $5.10 萬 | <0.1% | +638 | 新進 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 1,151 | $5.10 萬 | <0.1% | +1,151 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 148 | $5.00 萬 | <0.1% | +148 | 新進 | 歷史 |
| CNICanadian National Railway Co | Stock | 380 | $5.00 萬 | <0.1% | +380 | 新進 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 334 | $5.00 萬 | <0.1% | +334 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 754 | $5.00 萬 | <0.1% | +754 | 新進 | – |
| RIORio Tinto PLC | ADR | 611 | $4.90 萬 | <0.1% | +611 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 443 | $4.90 萬 | <0.1% | +443 | 新進 | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 1,825 | $4.90 萬 | <0.1% | +1,825 | 新進 | 歷史 |
| IPInternational Paper Co | COM | 1,072 | $4.90 萬 | <0.1% | +1,072 | 新進 | 歷史 |
| NEMNEWMONT Corp | Stock | 606 | $4.80 萬 | <0.1% | +606 | 新進 | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 433 | $4.80 萬 | <0.1% | +433 | 新進 | – |
| BIOBio-Rad Laboratories, Inc. | CL A | 86 | $4.80 萬 | <0.1% | +86 | 新進 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 843 | $4.80 萬 | <0.1% | +843 | 新進 | – |
| SHOPShopify Inc. | Stock | 71 | $4.70 萬 | <0.1% | +71 | 新進 | 歷史 |
| PSAPublic Storage | COM | 121 | $4.70 萬 | <0.1% | +121 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 93 | $4.70 萬 | <0.1% | +93 | 新進 | 歷史 |
| TMToyota Motor Corp | ADS | 264 | $4.70 萬 | <0.1% | +264 | 新進 | 歷史 |
| RJFRaymond James Financial Inc | COM | 432 | $4.70 萬 | <0.1% | +432 | 新進 | 歷史 |
| JJacobs Solutions Inc. | COM | 345 | $4.70 萬 | <0.1% | +345 | 新進 | 歷史 |
| VMWVmware LLC | CL A COM | 415 | $4.70 萬 | <0.1% | +415 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 395 | $4.60 萬 | <0.1% | +395 | 新進 | 歷史 |
| PPGPPG Industries Inc | Stock | 357 | $4.60 萬 | <0.1% | +357 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 39 | $4.60 萬 | <0.1% | +39 | 新進 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 467 | $4.60 萬 | <0.1% | +467 | 新進 | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 684 | $4.60 萬 | <0.1% | +684 | 新進 | – |
| WPCW. P. Carey Inc. | COM | 575 | $4.60 萬 | <0.1% | +575 | 新進 | 歷史 |
2021 年第 4 季之後清倉（2 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。