Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/13 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 45
- 較 2022 年第 3 季 +10
- 總值
- $1.53 億
- 較 2022 年第 3 季 +$7,291 萬 (+90.7%)
| 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 | 429,982 | $4,608 萬 | 30.1% | +210,261+95.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 328,796 | $1,824 萬 | 11.9% | +328,796 | 新進 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 215,506 | $934.2 萬 | 6.1% | +215,506 | 新進 | – |
| BLKBlackRock, Inc. | COM | 8,842 | $671.3 萬 | 4.4% | +576+7.0% | 加碼 | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 131,572 | $613.5 萬 | 4.0% | +15,416+13.3% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 27,313 | $586.7 萬 | 3.8% | +6,205+29.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 35,031 | $572.5 萬 | 3.7% | +2,094+6.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,692 | $533.7 萬 | 3.5% | +5,552+108.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,601 | $512.2 萬 | 3.3% | +3,369+36.5% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 13,891 | $445.2 萬 | 2.9% | +8,235+145.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 28,773 | $415.2 萬 | 2.7% | −16,872−37.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,858 | $410.4 萬 | 2.7% | +1,451+19.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,311 | $359.2 萬 | 2.3% | −43−0.2% | 減碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 45,772 | $355.6 萬 | 2.3% | +45,772 | 新進 | – |
| LLYEli Lilly & Co | Stock | 9,867 | $339.6 萬 | 2.2% | −103−1.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,002 | $324.1 萬 | 2.1% | −2,284−17.2% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 29,943 | $230.9 萬 | 1.5% | +1,053+3.6% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 28,205 | $230.9 萬 | 1.5% | +28,205 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,077 | $222.0 萬 | 1.4% | −228−1.1% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,505 | $187.6 萬 | 1.2% | −102−1.8% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 8,214 | $92.2 萬 | 0.6% | +197+2.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,377 | $81.6 萬 | 0.5% | −50−0.9% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,111 | $76.8 萬 | 0.5% | −31−0.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,210 | $72.0 萬 | 0.5% | −1,515−19.6% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,589 | $61.0 萬 | 0.4% | −1,391−17.4% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,005 | $55.6 萬 | 0.4% | −16−0.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,109 | $43.5 萬 | 0.3% | −138−4.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,229 | $43.5 萬 | 0.3% | −182−12.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,935 | $42.7 萬 | 0.3% | +35+0.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,516 | $41.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,564 | $38.9 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 4,400 | $33.2 萬 | 0.2% | −153−3.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 2,076 | $29.9 萬 | 0.2% | −98−4.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,858 | $29.5 萬 | 0.2% | +427+17.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 904 | $29.3 萬 | 0.2% | −103−10.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,097 | $27.2 萬 | 0.2% | −5−0.5% | 減碼 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $26.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,715 | $25.1 萬 | 0.2% | +3,715 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 4,583 | $22.6 萬 | 0.1% | +4,583 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 430 | $20.8 萬 | 0.1% | +430 | 新進 | 歷史 |
| RUMRUM Group Inc. | Stock | 20,273 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 3,691 | $20.4 萬 | 0.1% | +3,691 | 新進 | – |
| Direxion Shs ETF Tr25459W540 | 20YR TRES BULL | 12,700 | $11.8 萬 | 0.1% | +12,700 | 新進 | – |
| Direxion Shs ETF Tr25490K323 | SP BIOTCH BL NEW | 10,000 | $8.35 萬 | 0.1% | +10,000 | 新進 | – |
| Theratechnologies Inc88338H100 | COM | 10,304 | $9,686 | <0.1% | 00.0% | 不變 | – |