Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/27 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 52
- 較 2022 年第 4 季 −3
- 總值
- $1.21 億
- 較 2022 年第 4 季 +$894.5 萬 (+8.0%)
| 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 | 319,703 | $1,444 萬 | 12.0% | −46,130−12.6% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 102,099 | $1,348 萬 | 11.2% | +98,509+2,744.0% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36,238 | $1,205 萬 | 10.0% | −4,506−11.1% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 112,972 | $1,121 萬 | 9.3% | +60,671+116.0% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 376,440 | $935.1 萬 | 7.8% | +32,730+9.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 145,914 | $854.2 萬 | 7.1% | −47,676−24.6% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 110,739 | $847.0 萬 | 7.0% | +2,744+2.5% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 481,699 | $685.0 萬 | 5.7% | +54,736+12.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 131,113 | $529.7 萬 | 4.4% | −5,358−3.9% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 24,718 | $346.5 萬 | 2.9% | +9,608+63.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 25,160 | $337.3 萬 | 2.8% | +9,611+61.8% | 加碼 | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 239,479 | $317.1 萬 | 2.6% | +239,479 | 新進 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 49,356 | $307.5 萬 | 2.6% | +26,348+114.5% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 9,661 | $219.1 萬 | 1.8% | +1,704+21.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 13,376 | $212.4 萬 | 1.8% | +1,925+16.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,798 | $178.1 萬 | 1.5% | −238−2.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,890 | $169.8 萬 | 1.4% | −183−3.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,929 | $71.9 萬 | 0.6% | −777−10.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,500 | $67.1 萬 | 0.6% | −1,274−16.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 948 | $47.1 萬 | 0.4% | −169−15.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 977 | $46.2 萬 | 0.4% | −120−10.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,931 | $43.5 萬 | 0.4% | −99−4.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 725 | $41.8 萬 | 0.3% | −100−12.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,413 | $39.2 萬 | 0.3% | −152−9.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,195 | $35.3 萬 | 0.3% | −215−15.2% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,496 | $35.1 萬 | 0.3% | −278−4.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,661 | $34.5 萬 | 0.3% | +1,661 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,620 | $34.3 萬 | 0.3% | −231−12.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,747 | $30.1 萬 | 0.2% | +445+19.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,953 | $28.8 萬 | 0.2% | −241−11.0% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,489 | $28.5 萬 | 0.2% | −208−12.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,027 | $25.9 萬 | 0.2% | −296−22.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 753 | $25.9 萬 | 0.2% | −58−7.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,692 | $25.2 萬 | 0.2% | +151+9.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,249 | $25.0 萬 | 0.2% | +7+0.6% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,478 | $24.6 萬 | 0.2% | −149−9.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,264 | $24.5 萬 | 0.2% | −145−10.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,872 | $24.4 萬 | 0.2% | +60+3.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 790 | $24.4 萬 | 0.2% | +44+5.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,199 | $23.4 萬 | 0.2% | −105−4.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 629 | $22.9 萬 | 0.2% | +629 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 266 | $22.6 萬 | 0.2% | −31−10.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 496 | $22.1 萬 | 0.2% | −30−5.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,178 | $22.1 萬 | 0.2% | −145−6.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,066 | $21.5 萬 | 0.2% | +2,066 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 551 | $21.2 萬 | 0.2% | +551 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,987 | $21.0 萬 | 0.2% | −54−2.6% | 減碼 | – |
| CVXChevron Corp | Stock | 1,269 | $20.7 萬 | 0.2% | −18−1.4% | 減碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 11,590 | $8.17 萬 | 0.1% | +11,590 | 新進 | 歷史 |
| TELFYTelefonica S A | SPONSORED ADR | 11,101 | $4.75 萬 | <0.1% | +11,101 | 新進 | 歷史 |
| SANBanco Santander, S.A. | ADR | 10,209 | $3.77 萬 | <0.1% | +10,209 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 13,043 | $1,626 | <0.1% | −2,604−16.6% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（11 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 43,454 | $1,157 萬 | 10.4% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 59,262 | $269.8 萬 | 2.4% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 10,253 | $67.5 萬 | 0.6% | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 8,843 | $47.6 萬 | 0.4% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,838 | $37.2 萬 | 0.3% | – |
| JNJJohnson & Johnson | Stock | 1,653 | $29.2 萬 | 0.3% | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 4,926 | $23.4 萬 | 0.2% | – |
| LMTLockheed Martin Corp | Stock | 479 | $23.3 萬 | 0.2% | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,089 | $22.5 萬 | 0.2% | 歷史 |
| PEPPepsiCo Inc | Stock | 1,139 | $20.6 萬 | 0.2% | 歷史 |
| AMBPArdagh Metal Packaging S.A. | SHS | 10,584 | $5.09 萬 | <0.1% | 歷史 |