Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2022 年第 2 季持倉
持倉截至 2022/6/30,2022/7/27 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 52
- 較 2022 年第 1 季 −23
- 總值
- $1.06 億
- 較 2022 年第 1 季 −$2,168 萬 (−17.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 235,245 | $1,385 萬 | 13.1% | +4,073+1.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 333,078 | $1,359 萬 | 12.8% | +17,860+5.7% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 35,671 | $1,098 萬 | 10.4% | +8,953+33.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 37,091 | $1,040 萬 | 9.8% | +11,633+45.7% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 106,908 | $820.9 萬 | 7.8% | +740+0.7% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 328,591 | $792.6 萬 | 7.5% | +17,314+5.6% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 368,362 | $664.5 萬 | 6.3% | −107,394−22.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 130,420 | $543.2 萬 | 5.1% | +2,471+1.9% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 109,579 | $523.9 萬 | 4.9% | +8,243+8.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,484 | $174.6 萬 | 1.6% | +2,986+28.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,773 | $174.6 萬 | 1.6% | −9,893−43.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,774 | $174.0 萬 | 1.6% | −2,434−26.4% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 12,921 | $169.4 萬 | 1.6% | +4,105+46.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,876 | $148.0 萬 | 1.4% | +2,415+32.4% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,156 | $147.6 萬 | 1.4% | +2,572+56.1% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 21,245 | $130.2 萬 | 1.2% | +2,746+14.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 411 | $89.6 萬 | 0.8% | −90−18.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,896 | $83.9 萬 | 0.8% | −1,684−17.6% | 減碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 8,546 | $77.9 萬 | 0.7% | −681−7.4% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,302 | $66.9 萬 | 0.6% | −573−30.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,191 | $57.1 萬 | 0.5% | −232−16.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,417 | $47.6 萬 | 0.4% | −1,105−31.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,688 | $46.3 萬 | 0.4% | −943−35.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 797 | $43.3 萬 | 0.4% | −94−10.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,107 | $36.6 萬 | 0.3% | −1,231−36.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 527 | $35.5 萬 | 0.3% | −212−28.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 161 | $35.2 萬 | 0.3% | −66−29.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,920 | $34.1 萬 | 0.3% | −824−30.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,268 | $32.1 萬 | 0.3% | −137−9.8% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,776 | $30.5 萬 | 0.3% | −129−6.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,437 | $29.6 萬 | 0.3% | −1,295−34.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,612 | $29.4 萬 | 0.3% | −1,384−34.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,922 | $29.1 萬 | 0.3% | −887−31.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,765 | $28.5 萬 | 0.3% | −908−34.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,411 | $27.7 萬 | 0.3% | +29+2.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,484 | $27.0 萬 | 0.3% | −715−22.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,811 | $26.0 萬 | 0.2% | −839−31.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,200 | $25.6 萬 | 0.2% | −246−17.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 997 | $24.6 萬 | 0.2% | −581−36.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 753 | $24.4 萬 | 0.2% | −41−5.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,369 | $22.6 萬 | 0.2% | −593−30.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,521 | $22.0 萬 | 0.2% | −1,099−41.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 903 | $22.0 萬 | 0.2% | −565−38.5% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 563 | $21.7 萬 | 0.2% | −132−19.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,290 | $20.9 萬 | 0.2% | −825−26.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,401 | $20.6 萬 | 0.2% | −577−19.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,259 | $20.5 萬 | 0.2% | −1,313−28.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 476 | $20.5 萬 | 0.2% | −69−12.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,793 | $20.4 萬 | 0.2% | −4,754−49.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,170 | $20.4 萬 | 0.2% | −201−14.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 642 | $20.3 萬 | 0.2% | −103−13.8% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 787 | $20.1 萬 | 0.2% | −200−20.3% | 減碼 | 歷史 |
2022 年第 1 季之後清倉(23 檔)
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BOXBox Inc | CL A | 171,762 | $499.1 萬 | 3.9% | 歷史 |
| DISWalt Disney Co | Stock | 3,449 | $47.3 萬 | 0.4% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,347 | $44.5 萬 | 0.3% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,056 | $37.3 萬 | 0.3% | 歷史 |
| AXPAmerican Express Co | Stock | 1,906 | $35.6 萬 | 0.3% | 歷史 |
| AVGOBroadcom Inc. | Stock | 531 | $33.4 萬 | 0.3% | 歷史 |
| ADBEAdobe Inc. | Stock | 726 | $33.1 萬 | 0.3% | 歷史 |
| CATCaterpillar Inc | Stock | 1,387 | $30.9 萬 | 0.2% | 歷史 |
| PLDPrologis, Inc. | REIT | 1,902 | $30.7 萬 | 0.2% | 歷史 |
| PEPPepsiCo Inc | Stock | 1,729 | $28.9 萬 | 0.2% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,486 | $28.8 萬 | 0.2% | 歷史 |
| BLKBlackRock, Inc. | COM | 331 | $25.3 萬 | 0.2% | 歷史 |
| NEENextera Energy Inc | Stock | 2,927 | $24.8 萬 | 0.2% | 歷史 |
| INTCIntel Corp | Stock | 4,809 | $23.8 萬 | 0.2% | 歷史 |
| NKENIKE, Inc. | Stock | 1,757 | $23.6 萬 | 0.2% | 歷史 |
| CMCSAComcast Corp | Stock | 4,935 | $23.1 萬 | 0.2% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,742 | $22.6 萬 | 0.2% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 750 | $22.6 萬 | 0.2% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,171 | $21.5 萬 | 0.2% | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,132 | $20.7 萬 | 0.2% | 歷史 |
| NFLXNetflix Inc | Stock | 550 | $20.6 萬 | 0.2% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 87 | $20.4 萬 | 0.2% | 歷史 |
| MMM3M Co | Stock | 1,351 | $20.1 萬 | 0.2% | 歷史 |