Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/31 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 48
- 較 2023 年第 3 季 +4
- 總值
- $1.30 億
- 較 2023 年第 3 季 +$1,201 萬 (+10.2%)
| 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 | 369,408 | $1,769 萬 | 13.6% | +52,237+16.5% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 40,119 | $1,512 萬 | 11.6% | +3,947+10.9% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 87,579 | $1,476 萬 | 11.4% | +4,596+5.5% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 96,310 | $949.5 萬 | 7.3% | −15,355−13.8% | 減碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 315,561 | $793.3 萬 | 6.1% | −60,332−16.1% | 減碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 544,266 | $723.9 萬 | 5.6% | +35,685+7.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 123,904 | $722.7 萬 | 5.6% | −18,947−13.3% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 92,137 | $709.6 萬 | 5.5% | −16,408−15.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 168,746 | $693.5 萬 | 5.3% | +29,849+21.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 30,690 | $445.0 萬 | 3.4% | +4,040+15.2% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 26,591 | $437.2 萬 | 3.4% | +2,021+8.2% | 加碼 | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 282,996 | $381.5 萬 | 2.9% | +40,388+16.6% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 44,640 | $284.6 萬 | 2.2% | −8,603−16.2% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,117 | $280.4 萬 | 2.2% | +1,589+16.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,486 | $278.7 萬 | 2.1% | +1,603+11.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,547 | $208.6 萬 | 1.6% | +124+2.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,237 | $197.1 萬 | 1.5% | +193+1.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,560 | $99.7 萬 | 0.8% | +220+3.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,463 | $90.3 萬 | 0.7% | +185+2.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,486 | $73.6 萬 | 0.6% | +163+12.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,638 | $58.0 萬 | 0.4% | −13−0.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 851 | $56.2 萬 | 0.4% | −43−4.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,893 | $49.3 萬 | 0.4% | +157+9.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 885 | $46.6 萬 | 0.4% | +26+3.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,564 | $38.9 萬 | 0.3% | −3−0.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 658 | $38.4 萬 | 0.3% | +24+3.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,082 | $37.5 萬 | 0.3% | −8−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,038 | $37.0 萬 | 0.3% | +244+30.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,129 | $36.2 萬 | 0.3% | +376+21.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 304 | $33.9 萬 | 0.3% | +8+2.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 625 | $33.2 萬 | 0.3% | +11+1.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 550 | $32.8 萬 | 0.3% | +25+4.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,047 | $32.3 萬 | 0.2% | +90+4.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 699 | $29.8 萬 | 0.2% | +118+20.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,178 | $26.6 萬 | 0.2% | +56+5.0% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 416 | $26.0 萬 | 0.2% | −21−4.8% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,253 | $24.7 萬 | 0.2% | +42+3.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,653 | $24.2 萬 | 0.2% | +161+10.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,054 | $23.5 萬 | 0.2% | −44−4.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,287 | $22.9 萬 | 0.2% | +175+8.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,554 | $21.9 萬 | 0.2% | −62−3.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,986 | $21.9 萬 | 0.2% | +1,986 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,996 | $21.8 萬 | 0.2% | +1,996 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 228 | $21.7 萬 | 0.2% | +7+3.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 926 | $21.4 萬 | 0.2% | +17+1.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,005 | $21.1 萬 | 0.2% | +1,005 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 794 | $20.9 萬 | 0.2% | +794 | 新進 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 12,556 | $11.4 萬 | 0.1% | −1,632−11.5% | 減碼 | 歷史 |