Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 37
- 較 2022 年第 4 季 −8
- 總值
- $1.69 億
- 較 2022 年第 4 季 +$1,531 萬 (+10.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 810,826 | $7,445 萬 | 44.2% | +810,826 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 324,774 | $1,773 萬 | 10.5% | −4,022−1.2% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 106,933 | $1,060 萬 | 6.3% | +106,933 | 新進 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 212,470 | $958.0 萬 | 5.7% | −3,036−1.4% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 8,773 | $587.0 萬 | 3.5% | −69−0.8% | 減碼 | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 130,341 | $556.8 萬 | 3.3% | −1,231−0.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 35,014 | $542.7 萬 | 3.2% | −170.0% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 27,162 | $533.0 萬 | 3.2% | −151−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 28,409 | $468.5 萬 | 2.8% | −364−1.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,762 | $414.2 萬 | 2.5% | −96−1.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,406 | $385.1 萬 | 2.3% | −3,195−25.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,153 | $384.9 萬 | 2.3% | −158−0.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,197 | $295.2 萬 | 1.8% | −1,805−16.4% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 29,847 | $218.4 萬 | 1.3% | −96−0.3% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 19,940 | $201.9 萬 | 1.2% | −137−0.7% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,450 | $181.3 萬 | 1.1% | −55−1.0% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 7,995 | $82.2 萬 | 0.5% | −219−2.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,276 | $76.3 萬 | 0.5% | −101−1.9% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,055 | $74.8 萬 | 0.4% | −56−0.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,080 | $66.7 萬 | 0.4% | −130−2.1% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,005 | $57.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,589 | $55.9 萬 | 0.3% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 6,176 | $47.6 萬 | 0.3% | +660+12.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,229 | $42.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 3,790 | $37.9 萬 | 0.2% | −145−3.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,836 | $37.0 萬 | 0.2% | −273−8.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,270 | $34.9 萬 | 0.2% | −294−3.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 4,400 | $33.4 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 3,008 | $31.1 萬 | 0.2% | +150+5.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,076 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,027 | $29.6 萬 | 0.2% | −70−6.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 882 | $26.0 萬 | 0.2% | −22−2.4% | 減碼 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $26.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,715 | $25.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,334 | $20.7 萬 | 0.1% | +1,334 | 新進 | 歷史 |
| RUMRUM Group Inc. | Stock | 20,273 | $20.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Theratechnologies Inc88338H100 | COM | 10,304 | $8,346 | <0.1% | 00.0% | 不變 | – |
2022 年第 4 季之後清倉（11 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | 429,982 | $4,608 萬 | 30.1% | – |
| UNHUnitedHealth Group Inc | Stock | 10,692 | $533.7 萬 | 3.5% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 13,891 | $445.2 萬 | 2.9% | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 45,772 | $355.6 萬 | 2.3% | – |
| LLYEli Lilly & Co | Stock | 9,867 | $339.6 萬 | 2.2% | 歷史 |
| TJXTJX Companies Inc | Stock | 28,205 | $230.9 萬 | 1.5% | 歷史 |
| TFCTruist Financial Corp | COM | 4,583 | $22.6 萬 | 0.1% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 430 | $20.8 萬 | 0.1% | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 3,691 | $20.4 萬 | 0.1% | – |
| Direxion Shs ETF Tr25459W540 | 20YR TRES BULL | 12,700 | $11.8 萬 | 0.1% | – |
| Direxion Shs ETF Tr25490K323 | SP BIOTCH BL NEW | 10,000 | $8.35 萬 | 0.1% | – |