Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/18 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 48
- 較 2023 年第 4 季 0
- 總值
- $1.39 億
- 較 2023 年第 4 季 +$898.1 萬 (+6.9%)
| 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 | 374,701 | $1,880 萬 | 13.5% | +5,293+1.4% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 87,106 | $1,591 萬 | 11.5% | −473−0.5% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 39,839 | $1,585 萬 | 11.4% | −280−0.7% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 98,825 | $982.6 萬 | 7.1% | +2,515+2.6% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 323,157 | $815.0 萬 | 5.9% | +7,596+2.4% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 573,451 | $795.4 萬 | 5.7% | +29,185+5.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 127,924 | $742.9 萬 | 5.3% | +4,020+3.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 95,006 | $728.4 萬 | 5.2% | +2,869+3.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 172,140 | $719.0 萬 | 5.2% | +3,394+2.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 30,885 | $481.5 萬 | 3.5% | +195+0.6% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 26,748 | $468.8 萬 | 3.4% | +157+0.6% | 加碼 | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 285,054 | $389.7 萬 | 2.8% | +2,058+0.7% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,164 | $302.3 萬 | 2.2% | +47+0.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,604 | $299.4 萬 | 2.2% | +118+0.8% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 45,828 | $292.6 萬 | 2.1% | +1,188+2.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 15,055 | $258.2 萬 | 1.9% | +4,818+47.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,856 | $246.4 萬 | 1.8% | +309+5.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,449 | $130.9 萬 | 0.9% | −37−2.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,619 | $119.4 萬 | 0.9% | +59+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,436 | $97.1 萬 | 0.7% | −27−0.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,617 | $78.5 萬 | 0.6% | −21−1.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 838 | $61.4 萬 | 0.4% | −13−1.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,886 | $52.6 萬 | 0.4% | −7−0.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 651 | $50.6 萬 | 0.4% | −7−1.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,046 | $44.0 萬 | 0.3% | +8+0.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 908 | $43.7 萬 | 0.3% | +209+29.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,146 | $43.0 萬 | 0.3% | +17+0.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 845 | $41.8 萬 | 0.3% | −40−4.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,074 | $41.2 萬 | 0.3% | −8−0.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 308 | $40.8 萬 | 0.3% | +4+1.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,075 | $36.6 萬 | 0.3% | −66−1.1% | 減碼依 3 比 1 拆股換算 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 625 | $36.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,094 | $31.9 萬 | 0.2% | +540+34.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,164 | $30.2 萬 | 0.2% | −14−1.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,079 | $27.5 萬 | 0.2% | +25+2.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,689 | $27.4 萬 | 0.2% | +36+2.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,524 | $26.8 萬 | 0.2% | −40−2.6% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 411 | $26.7 萬 | 0.2% | −5−1.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,956 | $25.8 萬 | 0.2% | −40−2.0% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 225 | $25.4 萬 | 0.2% | −3−1.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 502 | $25.3 萬 | 0.2% | −48−8.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,177 | $25.3 萬 | 0.2% | −110−4.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 804 | $24.2 萬 | 0.2% | +10+1.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 936 | $23.4 萬 | 0.2% | +10+1.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,957 | $22.2 萬 | 0.2% | −29−1.5% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,233 | $20.9 萬 | 0.2% | −20−1.6% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,522 | $20.4 萬 | 0.1% | +3,522 | 新進 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 12,921 | $15.3 萬 | 0.1% | +365+2.9% | 加碼 | 歷史 |
2023 年第 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。