Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2024 年第 2 季持倉
持倉截至 2024/6/30,2024/7/26 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 46
- 較 2024 年第 1 季 −2
- 總值
- $1.42 億
- 較 2024 年第 1 季 +$337.3 萬 (+2.4%)
| 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 | 297,160 | $1,469 萬 | 10.3% | −77,541−20.7% | 減碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,014,152 | $1,425 萬 | 10.0% | +440,701+76.9% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 106,446 | $1,059 萬 | 7.4% | +7,621+7.7% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 420,017 | $1,049 萬 | 7.4% | +96,860+30.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 119,791 | $918.8 萬 | 6.5% | +24,785+26.1% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 41,317 | $814.4 萬 | 5.7% | −45,789−52.6% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 19,634 | $768.0 萬 | 5.4% | −20,205−50.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 132,070 | $765.9 萬 | 5.4% | +4,146+3.2% | 加碼 | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 535,575 | $734.8 萬 | 5.2% | +250,521+87.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 44,488 | $730.9 萬 | 5.1% | +44,488 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 151,316 | $662.2 萬 | 4.7% | −20,824−12.1% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 24,326 | $410.6 萬 | 2.9% | −2,422−9.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 27,080 | $407.4 萬 | 2.9% | −3,805−12.3% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 58,926 | $370.7 萬 | 2.6% | +13,098+28.6% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 29,504 | $303.0 萬 | 2.1% | +29,504 | 新進 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,062 | $264.2 萬 | 1.9% | −1,102−9.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 14,067 | $256.8 萬 | 1.8% | −1,537−9.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 5,001 | $223.5 萬 | 1.6% | −855−14.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 9,369 | $197.3 萬 | 1.4% | −5,686−37.8% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 46,311 | $157.1 萬 | 1.1% | +46,311 | 新進 | – |
| Northern LTS FD Tr IV66538H237 | MAIN INTNL ETF | 69,203 | $156.1 萬 | 1.1% | +69,203 | 新進 | – |
| NVDANVIDIA Corp | Stock | 11,732 | $144.9 萬 | 1.0% | −2,758−19.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,922 | $114.4 萬 | 0.8% | −697−10.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,654 | $84.8 萬 | 0.6% | −1,782−27.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,401 | $70.6 萬 | 0.5% | −216−13.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 706 | $60.0 萬 | 0.4% | −132−15.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 569 | $51.5 萬 | 0.4% | −82−12.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 263 | $42.2 萬 | 0.3% | −45−14.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,586 | $41.6 萬 | 0.3% | −300−15.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,946 | $39.4 萬 | 0.3% | −200−9.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 913 | $37.1 萬 | 0.3% | −133−12.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 839 | $37.0 萬 | 0.3% | −69−7.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,917 | $35.2 萬 | 0.2% | −177−8.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,127 | $34.7 萬 | 0.2% | −948−15.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 940 | $32.4 萬 | 0.2% | −134−12.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 617 | $31.4 萬 | 0.2% | −228−27.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 562 | $31.1 萬 | 0.2% | −63−10.1% | 減碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 7,879 | $25.8 萬 | 0.2% | +7,879 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 440 | $24.4 萬 | 0.2% | −62−12.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 942 | $24.0 萬 | 0.2% | −222−19.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,199 | $23.7 萬 | 0.2% | −325−21.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,433 | $23.6 萬 | 0.2% | −256−15.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 344 | $22.6 萬 | 0.2% | −67−16.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,926 | $22.2 萬 | 0.2% | −251−11.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,748 | $21.6 萬 | 0.2% | −208−10.6% | 減碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 12,829 | $12.9 萬 | 0.1% | −92−0.7% | 減碼 | 歷史 |
2024 年第 1 季之後清倉(7 檔)
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 1,079 | $27.5 萬 | 0.2% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 225 | $25.4 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 804 | $24.2 萬 | 0.2% | 歷史 |
| DHRDanaher Corp | Stock | 936 | $23.4 萬 | 0.2% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,957 | $22.2 萬 | 0.2% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,233 | $20.9 萬 | 0.2% | 歷史 |
| WFCWells Fargo & Company | Stock | 3,522 | $20.4 萬 | 0.1% | 歷史 |