Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/15 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 35
- 較 2022 年第 2 季 −25
- 總值
- $8,041 萬
- 較 2022 年第 2 季 −$4,503 萬 (−35.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | 219,721 | $2,251 萬 | 28.0% | +219,721 | 新進 | – |
| AAPLApple Inc. | Stock | 45,645 | $630.8 萬 | 7.8% | +16,068+54.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 32,937 | $538.1 萬 | 6.7% | +7,404+29.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 8,266 | $454.9 萬 | 5.7% | +8,266 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 21,108 | $438.7 萬 | 5.5% | +2,315+12.3% | 加碼 | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 116,156 | $395.3 萬 | 4.9% | +17,257+17.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,286 | $355.1 萬 | 4.4% | +2,036+18.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,232 | $329.7 萬 | 4.1% | −1,531−14.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,354 | $326.9 萬 | 4.1% | −14,965−38.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,970 | $322.4 萬 | 4.0% | +9,970 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,407 | $286.1 萬 | 3.6% | −3,684−33.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,140 | $259.6 萬 | 3.2% | −6,898−57.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,305 | $196.5 萬 | 2.4% | +20,305 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 28,890 | $191.9 萬 | 2.4% | −538−1.8% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,607 | $161.1 萬 | 2.0% | −628−10.1% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 5,656 | $131.6 萬 | 1.6% | +5,656 | 新進 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,142 | $73.0 萬 | 0.9% | +858+8.3% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 8,017 | $72.2 萬 | 0.9% | +1,145+16.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,427 | $69.1 萬 | 0.9% | −260−4.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,725 | $67.4 萬 | 0.8% | +927+13.6% | 加碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,980 | $65.0 萬 | 0.8% | +7,980 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,021 | $52.2 萬 | 0.6% | +9,021 | 新進 | – |
| NEENextera Energy Inc | Stock | 5,516 | $43.3 萬 | 0.5% | −522−8.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,900 | $36.8 萬 | 0.5% | −1,286−24.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,247 | $33.9 萬 | 0.4% | +321+11.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,564 | $33.5 萬 | 0.4% | +8,564 | 新進 | – |
| NFLXNetflix Inc | Stock | 1,411 | $33.2 萬 | 0.4% | −130−8.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 4,553 | $30.8 萬 | 0.4% | −768−14.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 2,174 | $28.2 萬 | 0.4% | +103+5.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,007 | $27.8 萬 | 0.3% | +7+0.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,431 | $27.5 萬 | 0.3% | +2,308+1,876.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,102 | $25.7 萬 | 0.3% | −12,382−91.8% | 減碼 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $24.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 20,273 | $24.8 萬 | 0.3% | +20,273 | 新進 | 歷史 |
| Theratechnologies Inc88338H100 | COM | 10,304 | $2.40 萬 | <0.1% | 00.0% | 不變 | – |
2022 年第 2 季之後清倉（34 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 95,980 | $492.3 萬 | 3.9% | – |
| UGIUgi Corp | Stock | 104,327 | $427.8 萬 | 3.4% | 歷史 |
| TXNTexas Instruments Inc | Stock | 22,355 | $422.5 萬 | 3.4% | 歷史 |
| LOWLowes Companies Inc | Stock | 22,152 | $421.3 萬 | 3.4% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 21,412 | $403.6 萬 | 3.2% | 歷史 |
| QCOMQualcomm Inc | Stock | 29,795 | $395.1 萬 | 3.1% | 歷史 |
| AMGNAmgen Inc | Stock | 15,711 | $390.9 萬 | 3.1% | 歷史 |
| TAT&T Inc. | Stock | 128,543 | $389.1 萬 | 3.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 61,013 | $385.2 萬 | 3.1% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 40,929 | $383.1 萬 | 3.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 48,162 | $371.3 萬 | 3.0% | 歷史 |
| VZVerizon Communications Inc | Stock | 62,530 | $363.6 萬 | 2.9% | 歷史 |
| DUKDuke Energy CORP | Stock | 36,944 | $356.6 萬 | 2.8% | 歷史 |
| NDAQNasdaq, Inc. | COM | 24,171 | $356.4 萬 | 2.8% | 歷史 |
| FAFFirst American Financial Corp | Stock | 55,658 | $315.3 萬 | 2.5% | 歷史 |
| SCCOSouthern Copper Corp | Stock | 44,248 | $300.3 萬 | 2.4% | 歷史 |
| DPGDuff & Phelps Utility & Infrastructure Fund Inc. | COM | 205,025 | $272.3 萬 | 2.2% | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 59,248 | $189.3 萬 | 1.5% | 歷史 |
| WRKWestRock Co | COM | 34,593 | $180.1 萬 | 1.4% | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 15,376 | $86.7 萬 | 0.7% | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,682 | $80.1 萬 | 0.6% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,872 | $78.2 萬 | 0.6% | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,325 | $73.5 萬 | 0.6% | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 7,179 | $72.3 萬 | 0.6% | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,100 | $65.4 萬 | 0.5% | – |
| iShares Select Dividend ETF464287168 | ETF | 3,008 | $34.3 萬 | 0.3% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,228 | $33.8 萬 | 0.3% | – |
| TFCTruist Financial Corp | COM | 4,638 | $27.0 萬 | 0.2% | 歷史 |
| Invesco Exch Traded FD Tr II46138E867 | DORSEY WRGT EMRG | 10,442 | $25.1 萬 | 0.2% | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,800 | $24.0 萬 | 0.2% | 歷史 |
| BACBank of America Corp | Stock | 5,640 | $21.8 萬 | 0.2% | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,447 | $20.5 萬 | 0.2% | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,965 | – | – | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 6,480 | – | – | – |