Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2023 年第 3 季持倉
持倉截至 2023/9/30,2023/11/2 申報。只含多頭部位,變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 44
- 較 2023 年第 2 季 −3
- 總值
- $1.18 億
- 較 2023 年第 2 季 −$325.8 萬 (−2.7%)
| 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 | 317,171 | $1,387 萬 | 11.8% | +4,152+1.3% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 82,983 | $1,223 萬 | 10.4% | −212−0.3% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36,172 | $1,212 萬 | 10.3% | +37+0.1% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 111,665 | $1,082 萬 | 9.2% | −155−0.1% | 減碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 375,893 | $919.4 萬 | 7.8% | −1,225−0.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 142,851 | $822.8 萬 | 7.0% | −107−0.1% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 108,545 | $815.9 萬 | 6.9% | −123−0.1% | 減碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 508,581 | $760.3 萬 | 6.4% | −15,997−3.0% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 138,897 | $544.6 萬 | 4.6% | +926+0.7% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 24,570 | $352.2 萬 | 3.0% | +47+0.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 26,650 | $349.0 萬 | 3.0% | +100+0.4% | 加碼 | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 242,608 | $322.7 萬 | 2.7% | +859+0.4% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 53,243 | $315.0 萬 | 2.7% | +120+0.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 13,883 | $221.4 萬 | 1.9% | +11+0.1% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 9,528 | $213.6 萬 | 1.8% | +70+0.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,044 | $172.0 萬 | 1.5% | −360−3.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,423 | $171.2 萬 | 1.5% | −272−4.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,278 | $82.2 萬 | 0.7% | −334−5.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,340 | $80.6 萬 | 0.7% | +277+4.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,323 | $57.5 萬 | 0.5% | +282+27.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 894 | $50.5 萬 | 0.4% | −24−2.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,651 | $49.6 萬 | 0.4% | −26−1.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 859 | $43.3 萬 | 0.4% | −64−6.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,736 | $39.9 萬 | 0.3% | −129−6.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,567 | $39.2 萬 | 0.3% | +421+36.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 634 | $34.1 萬 | 0.3% | −57−8.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,090 | $32.9 萬 | 0.3% | −64−5.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,957 | $31.3 萬 | 0.3% | −21−1.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 614 | $31.1 萬 | 0.3% | −82−11.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 794 | $27.8 萬 | 0.2% | −17−2.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 525 | $26.8 萬 | 0.2% | −70−11.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,753 | $25.4 萬 | 0.2% | −20−1.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,112 | $24.8 萬 | 0.2% | −164−7.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 296 | $24.6 萬 | 0.2% | +9+3.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,122 | $23.4 萬 | 0.2% | −66−5.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 581 | $23.0 萬 | 0.2% | −67−10.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,098 | $22.8 萬 | 0.2% | −102−8.5% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 909 | $22.6 萬 | 0.2% | +11+1.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 437 | $22.3 萬 | 0.2% | −66−13.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,492 | $21.8 萬 | 0.2% | −22−1.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,616 | $21.3 萬 | 0.2% | +1,616 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,211 | $21.1 萬 | 0.2% | −175−12.6% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 221 | $20.1 萬 | 0.2% | −49−18.1% | 減碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 14,188 | $11.4 萬 | 0.1% | −969−6.4% | 減碼 | 歷史 |
2023 年第 2 季之後清倉(4 檔)
2023 年第 2 季季末還持有、這份申報已經沒有的部位。