Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/31 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 47
- 較 2023 年第 1 季 −5
- 總值
- $1.21 億
- 較 2023 年第 1 季 +$66.4 萬 (+0.6%)
| 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 | 313,019 | $1,446 萬 | 11.9% | −6,684−2.1% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 83,195 | $1,264 萬 | 10.4% | −18,904−18.5% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36,135 | $1,242 萬 | 10.3% | −103−0.3% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 111,820 | $1,091 萬 | 9.0% | −1,152−1.0% | 減碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 377,118 | $931.5 萬 | 7.7% | +678+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 142,958 | $825.3 萬 | 6.8% | −2,956−2.0% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 108,668 | $821.2 萬 | 6.8% | −2,071−1.9% | 減碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 524,578 | $713.7 萬 | 5.9% | +42,879+8.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 137,971 | $561.3 萬 | 4.6% | +6,858+5.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 26,550 | $367.4 萬 | 3.0% | +1,390+5.5% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 24,523 | $365.0 萬 | 3.0% | −195−0.8% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 53,123 | $330.8 萬 | 2.7% | +3,767+7.6% | 加碼 | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 241,749 | $326.4 萬 | 2.7% | +2,270+0.9% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 9,458 | $229.5 萬 | 1.9% | −203−2.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 13,872 | $229.4 萬 | 1.9% | +496+3.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,404 | $201.8 萬 | 1.7% | −394−3.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,695 | $193.9 萬 | 1.6% | −195−3.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,612 | $79.1 萬 | 0.7% | −317−4.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,063 | $79.0 萬 | 0.7% | −437−6.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 918 | $49.4 萬 | 0.4% | −30−3.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,677 | $48.1 萬 | 0.4% | +57+3.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 923 | $44.4 萬 | 0.4% | −54−5.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,865 | $44.3 萬 | 0.4% | −66−3.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,041 | $44.0 萬 | 0.4% | −372−26.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 696 | $36.3 萬 | 0.3% | −29−4.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,154 | $35.8 萬 | 0.3% | −41−3.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 691 | $32.4 萬 | 0.3% | −62−8.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,978 | $31.1 萬 | 0.3% | +25+1.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,146 | $30.0 萬 | 0.2% | −515−31.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 595 | $29.1 萬 | 0.2% | +44+8.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 811 | $27.7 萬 | 0.2% | +21+2.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,200 | $27.1 萬 | 0.2% | −49−3.9% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 270 | $25.8 萬 | 0.2% | +4+1.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,773 | $25.8 萬 | 0.2% | −99−5.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 648 | $25.5 萬 | 0.2% | +19+3.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,204 | $25.0 萬 | 0.2% | −285−19.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 287 | $24.9 萬 | 0.2% | +287 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,276 | $24.4 萬 | 0.2% | −471−17.1% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,386 | $23.9 萬 | 0.2% | −92−6.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 503 | $23.0 萬 | 0.2% | +7+1.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,994 | $23.0 萬 | 0.2% | −205−9.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,514 | $23.0 萬 | 0.2% | −178−10.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,188 | $22.9 萬 | 0.2% | −76−6.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 898 | $21.6 萬 | 0.2% | −129−12.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,957 | $21.3 萬 | 0.2% | −221−10.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 686 | $20.5 萬 | 0.2% | +686 | 新進 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 15,157 | $11.6 萬 | 0.1% | +3,567+30.8% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（7 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 5,496 | $35.1 萬 | 0.3% | – |
| GOOGAlphabet Inc. | Stock | 2,066 | $21.5 萬 | 0.2% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,987 | $21.0 萬 | 0.2% | – |
| CVXChevron Corp | Stock | 1,269 | $20.7 萬 | 0.2% | 歷史 |
| TELFYTelefonica S A | SPONSORED ADR | 11,101 | $4.75 萬 | <0.1% | 歷史 |
| SANBanco Santander, S.A. | ADR | 10,209 | $3.77 萬 | <0.1% | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 13,043 | $1,626 | <0.1% | 歷史 |