Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/31 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 55
- 較 2022 年第 3 季 +18
- 總值
- $1.12 億
- 較 2022 年第 3 季 +$1,299 萬 (+13.2%)
| 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 | 365,833 | $1,535 萬 | 13.8% | +19,959+5.8% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 40,744 | $1,350 萬 | 12.1% | +1,968+5.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 43,454 | $1,157 萬 | 10.4% | +3,018+7.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 193,590 | $1,119 萬 | 10.0% | +4,998+2.7% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 343,710 | $833.2 萬 | 7.5% | +7,161+2.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 107,995 | $813.0 萬 | 7.3% | +2,401+2.3% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 426,963 | $631.1 萬 | 5.7% | +12,436+3.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 136,471 | $532.0 萬 | 4.8% | +4,451+3.4% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 52,301 | $507.1 萬 | 4.5% | +3,053+6.2% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 59,262 | $269.8 萬 | 2.4% | −434−0.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,549 | $210.3 萬 | 1.9% | +781+5.3% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 15,110 | $200.7 萬 | 1.8% | +950+6.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 11,451 | $181.8 萬 | 1.6% | +585+5.4% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,957 | $170.7 萬 | 1.5% | +493+6.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,073 | $145.6 萬 | 1.3% | +139+2.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,036 | $143.4 萬 | 1.3% | −940−7.8% | 減碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 23,008 | $140.3 萬 | 1.3% | +822+3.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,706 | $68.0 萬 | 0.6% | +276+3.7% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 10,253 | $67.5 萬 | 0.6% | +10,253 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 7,774 | $65.3 萬 | 0.6% | −289−3.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,097 | $58.2 萬 | 0.5% | −11−1.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,117 | $51.0 萬 | 0.5% | +13+1.2% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 8,843 | $47.6 萬 | 0.4% | +8,843 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 825 | $45.4 萬 | 0.4% | +7+0.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,410 | $44.5 萬 | 0.4% | −8−0.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,030 | $42.2 萬 | 0.4% | +108+5.6% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,590 | $39.3 萬 | 0.4% | +3,590 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,838 | $37.2 萬 | 0.3% | +3,838 | 新進 | – |
| HONHoneywell International Inc | COM | 1,697 | $36.4 萬 | 0.3% | −36−2.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,323 | $35.1 萬 | 0.3% | +25+1.9% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,774 | $33.8 萬 | 0.3% | +5,774 | 新進 | – |
| WMTWalmart Inc. | Stock | 2,194 | $31.1 萬 | 0.3% | −11−0.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,409 | $31.1 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 811 | $29.7 萬 | 0.3% | +67+9.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,653 | $29.2 萬 | 0.3% | +212+14.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,304 | $25.6 萬 | 0.2% | +2,304 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,323 | $25.5 萬 | 0.2% | −27−1.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,302 | $25.4 萬 | 0.2% | +2,302 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 297 | $25.1 萬 | 0.2% | +297 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,242 | $24.7 萬 | 0.2% | −25−2.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,812 | $24.3 萬 | 0.2% | −179−9.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,627 | $23.8 萬 | 0.2% | −42−2.5% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 4,926 | $23.4 萬 | 0.2% | +4,926 | 新進 | – |
| PGProcter & Gamble Co | Stock | 1,541 | $23.4 萬 | 0.2% | +1,541 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 479 | $23.3 萬 | 0.2% | +479 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,287 | $23.1 萬 | 0.2% | +1,287 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 746 | $23.0 萬 | 0.2% | +746 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,565 | $22.9 萬 | 0.2% | +1,565 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,089 | $22.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,851 | $22.3 萬 | 0.2% | +1,851 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,041 | $22.1 萬 | 0.2% | +2,041 | 新進 | – |
| PEPPepsiCo Inc | Stock | 1,139 | $20.6 萬 | 0.2% | +1,139 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 526 | $20.5 萬 | 0.2% | −26−4.7% | 減碼 | 歷史 |
| AMBPArdagh Metal Packaging S.A. | SHS | 10,584 | $5.09 萬 | <0.1% | +10,584 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 15,647 | $1,612 | <0.1% | +15,647 | 新進 | 歷史 |
2022 年第 3 季之後清倉（1 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。