跳到主要內容

Echo45 Advisors LLC

SEC CIK
0001908617
最新申報
2026/7/13

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/6 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
74
較 2025 年第 3 季 +16
總值
$1.75 億
較 2025 年第 3 季 +$465.4 萬 (+2.7%)
申報日
2026/2/6
SEC
Echo45 Advisors LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Ftse Developed Markets ETF921943858ETF354,046$2,212 萬12.6%−4,945−1.4%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT84,447$1,618 萬9.2%−18,625−18.1%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF173,240$931.3 萬5.3%−3,592−2.0%減碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 115,437$741.9 萬4.2%+225+1.5%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF29,138$737.0 萬4.2%−1,083−3.6%減碼–
Vanguard Short-Term Bond ETF921937827ETF89,936$708.8 萬4.0%−63,214−41.3%減碼–
Vanguard Index FDS922908652EXTEND MKT ETF28,240$590.6 萬3.4%+529+1.9%加碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF33,263$590.0 萬3.4%+816+2.5%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS100,210$588.5 萬3.4%−58,981−37.1%減碼–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD390,185$517.0 萬3.0%−417,737−51.7%減碼–
SPDR Series Trust78468R408ST TERM HIGH ETF193,153$489.1 萬2.8%−144,917−42.9%減碼–
VanEck ETF Trust92189F437FALLEN ANGEL HG155,198$455.7 萬2.6%+155,198新進–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE310,407$444.5 萬2.5%+5,310+1.7%加碼–
Vanguard Malvern FDS922020748CORE BD ETF56,671$441.4 萬2.5%+56,671新進–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN67,790$437.5 萬2.5%−1,734−2.5%減碼–
iShares Russell 2000 Growth ETF464287648ETF11,748$379.5 萬2.2%+69+0.6%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF17,639$373.6 萬2.1%+548+3.2%加碼–
iShares Tr46429B7470-5 YR TIPS ETF35,189$360.3 萬2.1%−5,138−12.7%減碼–
Vanguard Emerging Markets Government Bond ETF921946885ETF50,092$337.8 萬1.9%+3,108+6.6%加碼–
Harbor ETF Trust41151J505COMM ALL WEA ETF127,402$316.2 萬1.8%+127,402新進–
VanEck ETF Trust92189F601URANI NUCLE ETF19,442$241.5 萬1.4%+19,442新進–
MSFTMicrosoft CorpStock4,975$240.6 萬1.4%+198+4.1%加碼歷史
AAPLApple Inc.Stock8,816$239.7 萬1.4%−208−2.3%減碼歷史
Northern LTS FD Tr IV66538H237MAIN INTNL ETF83,285$232.4 萬1.3%−1,552−1.8%減碼–
NVDANVIDIA CorpStock12,080$225.3 萬1.3%+847+7.5%加碼歷史
iShares Tr46428865310-20 YR TRS ETF21,514$218.7 萬1.2%+8,811+69.4%加碼–
Northern LTS FD Tr IV66538H278MAIN THEMATC IN84,381$211.0 萬1.2%+84,381新進–
VanEck ETF Trust92189F106GOLD MINERS ETF23,643$202.8 萬1.2%−16,591−41.2%減碼–
VanEck ETF Trust92189H805RARE EARTH AND S23,492$173.7 萬1.0%+23,492新進–
VanEck FDS92107P780ONCHAIN ECONOMY45,218$157.2 萬0.9%+45,218新進–
AMZNAmazon Com IncStock6,173$142.5 萬0.8%+57+0.9%加碼歷史
GOOGLAlphabet Inc.Stock4,260$133.3 萬0.8%−332−7.2%減碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF11,276$116.8 萬0.7%+11,276新進–
AVGOBroadcom Inc.Stock2,892$100.1 萬0.6%−89−3.0%減碼歷史
VanEck ETF Trust92189H664FABLE SEMIC ETF26,084$99.2 萬0.6%+26,084新進–
METAMeta Platforms, Inc.Stock1,431$94.5 萬0.5%+10+0.7%加碼歷史
VanEck ETF Trust92189F130REAL ASSETS ETF23,726$82.9 萬0.5%+23,726新進–
BITBBitwise Bitcoin ETFSHS BEN INT17,149$81.6 萬0.5%+3,901+29.4%加碼歷史
TSLATesla, Inc.Stock1,632$73.4 萬0.4%+55+3.5%加碼歷史
GOOGAlphabet Inc.Stock2,168$68.0 萬0.4%+70+3.3%加碼歷史
BLKBlackRock, Inc.Stock601$64.3 萬0.4%−171−22.2%減碼歷史
JPMJPMorgan Chase & CoStock1,871$60.3 萬0.3%+28+1.5%加碼歷史
COSTCostco Wholesale CorpStock669$57.7 萬0.3%−29−4.2%減碼歷史
WMTWalmart Inc.Stock4,898$54.6 萬0.3%−163−3.2%減碼歷史
VVisa Inc.Stock1,522$53.4 萬0.3%−36−2.3%減碼歷史
LLYEli Lilly & CoStock485$52.1 萬0.3%−61−11.2%減碼歷史
iShares Tr464287150CORE S&P TTL STK3,429$51.0 萬0.3%+3,429新進–
MAMastercard IncStock827$47.2 萬0.3%−10−1.2%減碼歷史
BRK.BBerkshire Hathaway IncStock865$43.5 萬0.2%−87−9.1%減碼歷史
VanEck FDS92107P772EMERGING MARKETS7,116$36.0 萬0.2%+7,116新進–
Schwab U.S. Broad Market ETF808524102ETF11,942$31.3 萬0.2%+11,942新進–
HDHome Depot, Inc.Stock893$30.7 萬0.2%−27−2.9%減碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR12,902$30.1 萬0.2%+767+6.3%加碼歷史
TMOThermo Fisher Scientific Inc.Stock513$29.7 萬0.2%−15−2.8%減碼歷史
GSGoldman Sachs Group IncStock324$28.5 萬0.2%+5+1.6%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF2,815$28.1 萬0.2%+2,815新進–
CBChubb LtdStock894$27.9 萬0.2%−56−5.9%減碼歷史
iShares Core S&P 500 ETF464287200ETF395$27.1 萬0.2%00.0%不變–
GLDSPDR Gold TrustETF677$26.8 萬0.2%00.0%不變歷史
NFLXNetflix IncStock2,830$26.5 萬0.2%+100+3.7%加碼依 10 比 1 拆股換算歷史
CATCaterpillar IncStock426$24.4 萬0.1%−9−2.1%減碼歷史
GDVGabelli Dividend & Income TrustCOM8,714$24.2 萬0.1%−3,186−26.8%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW2,962$23.3 萬0.1%−175−5.6%減碼歷史
INTUIntuit Inc.Stock345$22.8 萬0.1%+19+5.8%加碼歷史
WFCWells Fargo & CompanyStock2,433$22.7 萬0.1%+2,433新進歷史
TFPMTriple Flag Precious Metals Corp.Stock6,815$22.6 萬0.1%−537−7.3%減碼歷史
GEGeneral Electric CoStock733$22.6 萬0.1%+51+7.5%加碼歷史
ABBVAbbVie Inc.Stock976$22.3 萬0.1%−144−12.9%減碼歷史
TJXTJX Companies IncStock1,402$21.5 萬0.1%+1,402新進歷史
XOMExxonMobil Holdings CorpCOM1,783$21.5 萬0.1%−126−6.6%減碼歷史
LOWLowes Companies IncStock881$21.2 萬0.1%−44−4.8%減碼歷史
BACBank of America CorpStock3,838$21.1 萬0.1%+3,838新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR694$21.1 萬0.1%+694新進歷史
RYRoyal Bank of CanadaStock1,198$20.4 萬0.1%−174−12.7%減碼歷史

2025 年第 3 季之後清倉(2 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

Echo45 Advisors LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
ORLYO Reilly Automotive IncStock2,135$23.0 萬0.1%歷史
PGProcter & Gamble CoStock1,433$22.0 萬0.1%歷史