Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/29 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 75
- 較 2021 年第 4 季 −15
- 總值
- $1.28 億
- 較 2021 年第 4 季 +$265.7 萬 (+2.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 315,218 | $1,514 萬 | 11.9% | +13,794+4.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 231,172 | $1,370 萬 | 10.7% | +31,794+15.9% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 26,718 | $926.7 萬 | 7.3% | +10,165+61.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,458 | $923.0 萬 | 7.2% | +10,184+66.7% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 475,756 | $839.2 萬 | 6.6% | +128,160+36.9% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 106,168 | $827.0 萬 | 6.5% | +9,216+9.5% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 311,277 | $816.8 萬 | 6.4% | +36,391+13.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 127,949 | $590.2 萬 | 4.6% | +6,321+5.2% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 101,336 | $507.7 萬 | 4.0% | +11,050+12.2% | 加碼 | – |
| BOXBox Inc | CL A | 171,762 | $499.1 萬 | 3.9% | −4,400−2.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 22,666 | $395.8 萬 | 3.1% | −3,893−14.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,208 | $283.9 萬 | 2.2% | −1,652−15.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,498 | $157.1 萬 | 1.2% | +3,905+59.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 479 | $156.2 萬 | 1.2% | −100−17.3% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 8,816 | $146.1 萬 | 1.1% | +3,615+69.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 501 | $139.3 萬 | 1.1% | −97−16.2% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,461 | $131.3 萬 | 1.0% | +2,856+62.0% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 18,499 | $129.2 萬 | 1.0% | +2,315+14.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,584 | $117.2 萬 | 0.9% | +1,970+75.4% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 9,227 | $100.0 萬 | 0.8% | +2,884+45.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,875 | $95.6 萬 | 0.7% | −285−13.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,423 | $81.9 萬 | 0.6% | −210−12.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 739 | $79.6 萬 | 0.6% | −47−6.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,631 | $78.8 萬 | 0.6% | −479−15.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,522 | $78.1 萬 | 0.6% | −576−14.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,809 | $76.6 萬 | 0.6% | −301−9.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,338 | $65.0 萬 | 0.5% | −1,051−23.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 227 | $63.4 萬 | 0.5% | −30−11.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,673 | $59.4 萬 | 0.5% | −305−10.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,732 | $55.6 萬 | 0.4% | −541−12.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,996 | $54.5 萬 | 0.4% | −924−18.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,547 | $53.2 萬 | 0.4% | −2,357−19.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 891 | $52.6 萬 | 0.4% | −193−17.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,744 | $48.6 萬 | 0.4% | −495−15.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,449 | $47.3 萬 | 0.4% | −814−19.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,347 | $44.5 萬 | 0.3% | −392−22.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,620 | $42.7 萬 | 0.3% | −698−21.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,962 | $41.7 萬 | 0.3% | −655−25.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,405 | $41.2 萬 | 0.3% | −268−16.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,650 | $40.5 萬 | 0.3% | −444−14.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,446 | $39.5 萬 | 0.3% | −172−10.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,578 | $39.0 萬 | 0.3% | −449−22.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,199 | $37.9 萬 | 0.3% | −519−14.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,056 | $37.3 萬 | 0.3% | −125−10.6% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,905 | $35.9 萬 | 0.3% | −236−11.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,906 | $35.6 萬 | 0.3% | −296−13.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,468 | $35.5 萬 | 0.3% | −427−22.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 531 | $33.4 萬 | 0.3% | −99−15.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 695 | $33.4 萬 | 0.3% | −210−23.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 726 | $33.1 萬 | 0.3% | −99−12.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,387 | $30.9 萬 | 0.2% | −115−7.7% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 1,902 | $30.7 萬 | 0.2% | −271−12.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,382 | $29.6 萬 | 0.2% | −64−4.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,729 | $28.9 萬 | 0.2% | −355−17.0% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,486 | $28.8 萬 | 0.2% | −452−15.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,572 | $28.3 萬 | 0.2% | −556−10.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,371 | $27.7 萬 | 0.2% | −243−15.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 745 | $26.6 萬 | 0.2% | −133−15.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,115 | $25.6 萬 | 0.2% | −643−17.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 331 | $25.3 萬 | 0.2% | −34−9.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 2,927 | $24.8 萬 | 0.2% | −680−18.9% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 987 | $24.8 萬 | 0.2% | −242−19.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,978 | $24.6 萬 | 0.2% | −772−20.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 545 | $24.1 萬 | 0.2% | −48−8.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 4,809 | $23.8 萬 | 0.2% | −854−15.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 1,757 | $23.6 萬 | 0.2% | −493−21.9% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 4,935 | $23.1 萬 | 0.2% | −1,109−18.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 794 | $22.7 萬 | 0.2% | −122−13.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,742 | $22.6 萬 | 0.2% | −434−19.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 750 | $22.6 萬 | 0.2% | −95−11.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,171 | $21.5 萬 | 0.2% | −188−13.8% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,132 | $20.7 萬 | 0.2% | −154−12.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 550 | $20.6 萬 | 0.2% | −202−26.9% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 87 | $20.4 萬 | 0.2% | −6−6.5% | 減碼 | 歷史 |
| MMM3M Co | Stock | 1,351 | $20.1 萬 | 0.2% | −241−15.1% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（15 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,015 | $55.6 萬 | 0.4% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,391 | $40.1 萬 | 0.3% | – |
| BABoeing Co | Stock | 1,640 | $33.0 萬 | 0.3% | 歷史 |
| CCitigroup Inc | Stock | 4,978 | $30.1 萬 | 0.2% | 歷史 |
| SHWSherwin Williams Co | COM | 733 | $25.8 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 4,319 | $25.5 萬 | 0.2% | 歷史 |
| ACNAccenture plc | Stock | 612 | $25.4 萬 | 0.2% | 歷史 |
| IAUiShares Gold Trust | ETF | 6,995 | $24.3 萬 | 0.2% | 歷史 |
| VZVerizon Communications Inc | Stock | 4,639 | $24.1 萬 | 0.2% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,503 | $23.7 萬 | 0.2% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,693 | $23.4 萬 | 0.2% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 595 | $22.0 萬 | 0.2% | 歷史 |
| BACBank of America Corp | Stock | 4,806 | $21.4 萬 | 0.2% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 299 | $21.1 萬 | 0.2% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,476 | $20.2 萬 | 0.2% | 歷史 |