Echo45 Advisors LLC
- SEC CIK
- 0001908617
- 最新申報
- 2026/7/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/17 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 52
- 較 2024 年第 3 季 +4
- 總值
- $1.52 億
- 較 2024 年第 3 季 −$142.9 萬 (−0.9%)
| 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 | 391,396 | $1,879 萬 | 12.3% | +79,617+25.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 100,513 | $1,772 萬 | 11.6% | +52,846+110.9% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 146,491 | $1,131 萬 | 7.4% | +24,015+19.6% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 790,202 | $1,031 萬 | 6.8% | −276,949−26.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 152,890 | $889.2 萬 | 5.8% | +17,020+12.5% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 334,704 | $849.5 萬 | 5.6% | −95,032−22.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 184,440 | $814.1 萬 | 5.3% | +26,205+16.6% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 31,725 | $677.2 萬 | 4.4% | −10,679−25.2% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 15,063 | $643.4 萬 | 4.2% | −5,059−25.1% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 26,695 | $517.2 萬 | 3.4% | +1,232+4.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 31,124 | $505.3 萬 | 3.3% | +2,902+10.3% | 加碼 | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 296,565 | $414.0 萬 | 2.7% | −269,863−47.6% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 39,353 | $395.9 萬 | 2.6% | −70,379−64.1% | 減碼 | – |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 69,491 | $387.4 萬 | 2.5% | +69,491 | 新進 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,954 | $322.9 萬 | 2.1% | +478+4.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,968 | $318.5 萬 | 2.1% | +1,285+8.8% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 46,932 | $297.8 萬 | 2.0% | −12,950−21.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,093 | $221.3 萬 | 1.5% | +271+3.1% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H237 | MAIN INTNL ETF | 93,520 | $207.7 萬 | 1.4% | +20,070+27.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,772 | $202.0 萬 | 1.3% | +45+1.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 51,952 | $181.8 萬 | 1.2% | +6,206+13.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 12,199 | $176.2 萬 | 1.2% | +1,231+11.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,049 | $135.6 萬 | 0.9% | +395+7.0% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 11,902 | $118.4 萬 | 0.8% | −17,561−59.6% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 1,141 | $116.5 萬 | 0.8% | +3+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,600 | $88.2 萬 | 0.6% | +150+3.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,413 | $85.4 萬 | 0.6% | +85+6.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 688 | $63.1 萬 | 0.4% | +2+0.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,675 | $62.2 萬 | 0.4% | +238+9.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,240 | $50.9 萬 | 0.3% | +44+3.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 624 | $48.8 萬 | 0.3% | +103+19.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,979 | $48.1 萬 | 0.3% | +156+8.6% | 加碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 8,728 | $46.8 萬 | 0.3% | +868+11.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,474 | $46.4 萬 | 0.3% | −26−1.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,774 | $43.3 萬 | 0.3% | −172−3.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 824 | $43.0 萬 | 0.3% | +29+3.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 870 | $39.5 萬 | 0.3% | +24+2.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 911 | $35.5 萬 | 0.2% | +9+1.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,783 | $34.4 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 619 | $31.8 萬 | 0.2% | +38+6.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 573 | $30.5 萬 | 0.2% | +33+6.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 305 | $26.9 萬 | 0.2% | +305 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 964 | $26.2 萬 | 0.2% | +53+5.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,562 | $25.8 萬 | 0.2% | +321+25.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,355 | $24.6 萬 | 0.2% | +1,355 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 183 | $22.0 萬 | 0.1% | +183 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 660 | $22.0 萬 | 0.1% | +660 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 881 | $21.9 萬 | 0.1% | +31+3.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,970 | $21.2 萬 | 0.1% | +170+9.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 350 | $20.3 萬 | 0.1% | +350 | 新進 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 12,380 | $11.9 萬 | 0.1% | −380−3.0% | 減碼 | 歷史 |
| SANBanco Santander, S.A. | ADR | 11,712 | $5.26 萬 | <0.1% | +11,712 | 新進 | 歷史 |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。