Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/25 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 48
- 較 2024 年第 2 季 +2
- 總值
- $1.54 億
- 較 2024 年第 2 季 +$1,142 萬 (+8.0%)
| 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 | 311,779 | $1,647 萬 | 10.7% | +14,619+4.9% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,067,151 | $1,432 萬 | 9.3% | +52,999+5.2% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 109,732 | $1,110 萬 | 7.2% | +3,286+3.1% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 429,736 | $1,105 萬 | 7.2% | +9,719+2.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 122,476 | $962.4 萬 | 6.3% | +2,685+2.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 47,667 | $854.0 萬 | 5.6% | +3,179+7.1% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 42,404 | $851.7 萬 | 5.5% | +1,087+2.6% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 20,122 | $851.4 萬 | 5.5% | +488+2.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 135,870 | $800.7 萬 | 5.2% | +3,800+2.9% | 加碼 | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 566,428 | $789.6 萬 | 5.1% | +30,853+5.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 158,235 | $757.2 萬 | 4.9% | +6,919+4.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 28,222 | $473.2 萬 | 3.1% | +1,142+4.2% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 25,463 | $463.4 萬 | 3.0% | +1,137+4.7% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 59,882 | $396.9 萬 | 2.6% | +956+1.6% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 29,463 | $321.6 萬 | 2.1% | −41−0.1% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,476 | $297.5 萬 | 1.9% | +414+4.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 14,683 | $294.8 萬 | 1.9% | +616+4.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,822 | $205.0 萬 | 1.3% | −547−5.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,727 | $202.7 萬 | 1.3% | −274−5.5% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 45,746 | $181.9 萬 | 1.2% | −565−1.2% | 減碼 | – |
| Northern LTS FD Tr IV66538H237 | MAIN INTNL ETF | 73,450 | $175.5 萬 | 1.1% | +4,247+6.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 10,968 | $132.7 萬 | 0.9% | −764−6.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,138 | $108.0 萬 | 0.7% | +1,138 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,654 | $105.1 萬 | 0.7% | −268−4.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,328 | $75.7 萬 | 0.5% | −73−5.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,450 | $73.7 萬 | 0.5% | −204−4.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 686 | $60.7 萬 | 0.4% | −20−2.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 521 | $45.8 萬 | 0.3% | −48−8.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,437 | $41.7 萬 | 0.3% | −193−7.3% | 減碼依 10 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 1,500 | $41.2 萬 | 0.3% | −86−5.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,946 | $39.9 萬 | 0.3% | −181−3.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 795 | $39.1 萬 | 0.3% | −44−5.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 846 | $38.8 萬 | 0.3% | −67−7.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,823 | $38.3 萬 | 0.2% | −123−6.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 902 | $36.4 萬 | 0.2% | −38−4.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 581 | $33.9 萬 | 0.2% | −36−5.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 540 | $33.4 萬 | 0.2% | −22−3.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,196 | $31.3 萬 | 0.2% | −3−0.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,786 | $29.7 萬 | 0.2% | −131−6.8% | 減碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 7,860 | $27.2 萬 | 0.2% | −19−0.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 911 | $26.3 萬 | 0.2% | −31−3.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 850 | $23.0 萬 | 0.1% | +850 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 420 | $21.7 萬 | 0.1% | −20−4.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,241 | $21.4 萬 | 0.1% | −192−13.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 756 | $21.0 萬 | 0.1% | +756 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,800 | $21.0 萬 | 0.1% | −126−6.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 828 | $20.1 萬 | 0.1% | +828 | 新進 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 12,760 | $13.8 萬 | 0.1% | −69−0.5% | 減碼 | 歷史 |
2024 年第 2 季之後清倉（2 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。