Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/19 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 37
- 較 2022 年第 2 季 −15
- 總值
- $9,861 萬
- 較 2022 年第 2 季 −$723.9 萬 (−6.8%)
| 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 | 345,874 | $1,258 萬 | 12.8% | +12,796+3.8% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 38,776 | $1,114 萬 | 11.3% | +3,105+8.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 188,592 | $1,090 萬 | 11.1% | −46,653−19.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 40,436 | $1,081 萬 | 11.0% | +3,345+9.0% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 336,549 | $800.3 萬 | 8.1% | +7,958+2.4% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 105,594 | $790.1 萬 | 8.0% | −1,314−1.2% | 減碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 414,527 | $670.7 萬 | 6.8% | +46,165+12.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 132,020 | $481.7 萬 | 4.9% | +1,600+1.2% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 49,248 | $473.3 萬 | 4.8% | +49,248 | 新進 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 59,696 | $269.2 萬 | 2.7% | −49,883−45.5% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 14,160 | $180.0 萬 | 1.8% | +1,239+9.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,768 | $179.8 萬 | 1.8% | +1,284+9.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,976 | $165.5 萬 | 1.7% | −797−6.2% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,866 | $155.8 萬 | 1.6% | +990+10.0% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,464 | $154.2 萬 | 1.6% | +308+4.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,934 | $138.2 萬 | 1.4% | −840−12.4% | 減碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 22,186 | $127.5 萬 | 1.3% | +941+4.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 8,063 | $91.1 萬 | 0.9% | +167+2.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,430 | $71.1 萬 | 0.7% | −790−9.6% | 減碼依 20 比 1 拆股換算 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,108 | $56.0 萬 | 0.6% | −194−14.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,104 | $52.1 萬 | 0.5% | −87−7.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,850 | $49.1 萬 | 0.5% | +269+17.0% | 加碼依 3 比 1 拆股換算 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 818 | $41.5 萬 | 0.4% | +21+2.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,418 | $39.1 萬 | 0.4% | −270−16.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,922 | $34.1 萬 | 0.3% | −495−20.5% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,298 | $33.5 萬 | 0.3% | +30+2.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,733 | $28.9 萬 | 0.3% | −374−17.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,205 | $28.6 萬 | 0.3% | −232−9.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,408 | $25.6 萬 | 0.3% | −3−0.2% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,669 | $24.7 萬 | 0.3% | −107−6.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 744 | $24.1 萬 | 0.2% | −9−1.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,267 | $23.8 萬 | 0.2% | +97+8.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,441 | $23.5 萬 | 0.2% | −479−24.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,350 | $22.7 萬 | 0.2% | −134−5.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 552 | $21.4 萬 | 0.2% | −11−2.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,089 | $21.2 萬 | 0.2% | −111−9.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,991 | $20.8 萬 | 0.2% | −621−23.8% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（16 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Real Estate ETF922908553 | ETF | 8,546 | $77.9 萬 | 0.7% | – |
| GOOGAlphabet Inc. | Stock | 161 | $35.2 萬 | 0.3% | 歷史 |
| NVDANVIDIA Corp | Stock | 1,922 | $29.1 萬 | 0.3% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,765 | $28.5 萬 | 0.3% | 歷史 |
| PGProcter & Gamble Co | Stock | 1,811 | $26.0 萬 | 0.2% | 歷史 |
| MCDMcDonalds Corp | Stock | 997 | $24.6 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,369 | $22.6 萬 | 0.2% | 歷史 |
| CVXChevron Corp | Stock | 1,521 | $22.0 萬 | 0.2% | 歷史 |
| AMGNAmgen Inc | Stock | 903 | $22.0 萬 | 0.2% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,290 | $20.9 萬 | 0.2% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,401 | $20.6 萬 | 0.2% | 歷史 |
| KOCoca Cola Co | Stock | 3,259 | $20.5 萬 | 0.2% | 歷史 |
| LMTLockheed Martin Corp | Stock | 476 | $20.5 萬 | 0.2% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,793 | $20.4 萬 | 0.2% | 歷史 |
| MAMastercard Inc | Stock | 642 | $20.3 萬 | 0.2% | 歷史 |
| AMTAmerican Tower Corp | REIT | 787 | $20.1 萬 | 0.2% | 歷史 |