Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 152
- 較 2023 年第 1 季 +115
- 總值
- $4.38 億
- 較 2023 年第 1 季 +$2.69 億 (+159.6%)
| 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 | 619,763 | $5,691 萬 | 13.0% | −191,063−23.6% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 286,445 | $2,767 萬 | 6.3% | +179,512+167.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 323,199 | $1,788 萬 | 4.1% | −1,575−0.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 30,150 | $1,114 萬 | 2.5% | +20,953+227.8% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 102,696 | $1,057 萬 | 2.4% | +102,696 | 新進 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 211,331 | $1,022 萬 | 2.3% | −1,139−0.5% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 86,230 | $921.8 萬 | 2.1% | +86,230 | 新進 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 122,344 | $916.6 萬 | 2.1% | +122,344 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 25,845 | $888.7 萬 | 2.0% | +20,395+374.2% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 124,480 | $877.3 萬 | 2.0% | +115,475+1,282.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 39,741 | $770.9 萬 | 1.8% | +11,332+39.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 94,066 | $682.0 萬 | 1.6% | +94,066 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 41,692 | $672.0 萬 | 1.5% | +41,692 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 14,518 | $668.4 萬 | 1.5% | +5,756+65.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 18,659 | $652.6 萬 | 1.5% | +18,659 | 新進 | – |
| BLKBlackRock, Inc. | COM | 8,714 | $602.3 萬 | 1.4% | −59−0.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 34,985 | $579.1 萬 | 1.3% | −29−0.1% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 111,125 | $574.5 萬 | 1.3% | +111,125 | 新進 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 27,005 | $528.7 萬 | 1.2% | −157−0.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,807 | $526.3 萬 | 1.2% | +11,807 | 新進 | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 129,395 | $523.5 萬 | 1.2% | −946−0.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,473 | $464.2 萬 | 1.1% | +1,067+11.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,867 | $438.2 萬 | 1.0% | +11,840+1,152.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 39,841 | $427.3 萬 | 1.0% | +33,761+555.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,654 | $425.7 萬 | 1.0% | +29,646+985.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 56,428 | $423.7 萬 | 1.0% | +56,428 | 新進 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 191,791 | $421.4 萬 | 1.0% | +191,791 | 新進 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 162,692 | $411.4 萬 | 0.9% | +162,692 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 64,828 | $407.2 萬 | 0.9% | +64,828 | 新進 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 158,298 | $396.2 萬 | 0.9% | +158,298 | 新進 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 157,610 | $394.7 萬 | 0.9% | +157,610 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 26,584 | $386.6 萬 | 0.9% | +23,748+837.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 178,473 | $384.4 萬 | 0.9% | +178,473 | 新進 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 91,971 | $368.7 萬 | 0.8% | +91,971 | 新進 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 106,661 | $362.8 萬 | 0.8% | +106,661 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 36,533 | $357.8 萬 | 0.8% | +36,533 | 新進 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 123,235 | $348.9 萬 | 0.8% | +123,235 | 新進 | – |
| WMTWalmart Inc. | Stock | 21,129 | $332.1 萬 | 0.8% | +19,053+917.8% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 70,443 | $330.4 萬 | 0.8% | +70,443 | 新進 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 53,375 | $317.1 萬 | 0.7% | +53,375 | 新進 | – |
| WMWaste Management Inc | Stock | 18,132 | $314.4 萬 | 0.7% | +18,132 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 50,523 | $304.2 萬 | 0.7% | +50,523 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 33,522 | $300.3 萬 | 0.7% | +33,522 | 新進 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 59,007 | $296.0 萬 | 0.7% | +59,007 | 新進 | – |
| WSOWatsco Inc | COM | 7,710 | $294.1 萬 | 0.7% | +7,710 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 25,459 | $293.8 萬 | 0.7% | +25,459 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,224 | $291.7 萬 | 0.7% | +19,224 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 21,323 | $287.3 萬 | 0.7% | −2,830−11.7% | 減碼 | 歷史 |
| DOXAmdocs Ltd | SHS | 28,614 | $282.8 萬 | 0.6% | +28,614 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 174,927 | $279.0 萬 | 0.6% | +174,927 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 53,045 | $274.5 萬 | 0.6% | +53,045 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 22,911 | $274.2 萬 | 0.6% | +22,911 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,191 | $270.1 萬 | 0.6% | +7,344+24.6% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 72,295 | $268.9 萬 | 0.6% | +72,295 | 新進 | 歷史 |
| VVisa Inc. | Stock | 11,157 | $265.0 萬 | 0.6% | +11,157 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,439 | $261.4 萬 | 0.6% | +5,439 | 新進 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 26,748 | $261.1 萬 | 0.6% | +26,748 | 新進 | – |
| CVSCVS Health Corp | Stock | 37,591 | $259.9 萬 | 0.6% | +37,591 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 79,184 | $256.9 萬 | 0.6% | +79,184 | 新進 | – |
| AMGNAmgen Inc | Stock | 11,385 | $252.8 萬 | 0.6% | +11,385 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 68,356 | $250.7 萬 | 0.6% | +68,356 | 新進 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 44,108 | $222.0 萬 | 0.5% | +44,108 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,785 | $220.3 萬 | 0.5% | +7,785 | 新進 | – |
| iShares Tips Bond ETF464287176 | ETF | 19,884 | $214.0 萬 | 0.5% | +19,884 | 新進 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 20,543 | $206.7 萬 | 0.5% | +20,543 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,564 | $204.9 萬 | 0.5% | +20,564 | 新進 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 54,689 | $198.8 萬 | 0.5% | +54,689 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,785 | $193.4 萬 | 0.4% | +8,785 | 新進 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 65,687 | $193.4 萬 | 0.4% | +65,687 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 10,487 | $187.0 萬 | 0.4% | +10,487 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 13,853 | $185.4 萬 | 0.4% | +13,853 | 新進 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 37,308 | $174.0 萬 | 0.4% | +37,308 | 新進 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 6,151 | $172.4 萬 | 0.4% | +6,151 | 新進 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 33,167 | $170.9 萬 | 0.4% | +33,167 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 31,702 | $151.8 萬 | 0.3% | +31,702 | 新進 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 25,818 | $151.4 萬 | 0.3% | +25,818 | 新進 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 22,643 | $150.9 萬 | 0.3% | +22,643 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 12,129 | $148.7 萬 | 0.3% | +12,129 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 26,644 | $133.6 萬 | 0.3% | +26,644 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,137 | $129.8 萬 | 0.3% | +9,137 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,276 | $126.5 萬 | 0.3% | +7,276 | 新進 | – |
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 22,430 | $123.8 萬 | 0.3% | +22,430 | 新進 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 13,279 | $117.6 萬 | 0.3% | +13,279 | 新進 | – |
| First Tr Exchange-Traded FD33733E401 | NASDAQ 100 EX | 13,564 | $114.4 萬 | 0.3% | +13,564 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,746 | $94.7 萬 | 0.2% | +12,746 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,923 | $87.4 萬 | 0.2% | +18,923 | 新進 | – |
| HDHome Depot, Inc. | Stock | 2,801 | $87.0 萬 | 0.2% | +1,919+217.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 39,589 | $83.8 萬 | 0.2% | +39,589 | 新進 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 7,716 | $82.7 萬 | 0.2% | −279−3.5% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,242 | $80.1 萬 | 0.2% | +1,187+10.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,064 | $75.8 萬 | 0.2% | −212−4.0% | 減碼 | – |
| Collaborative Investmnt Ser19423L623 | MOHR GROWTH ETF | 38,156 | $75.5 萬 | 0.2% | +38,156 | 新進 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 1,827 | $71.8 萬 | 0.2% | +1,827 | 新進 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 7,106 | $71.6 萬 | 0.2% | +7,106 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,911 | $65.2 萬 | 0.1% | +6,911 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,661 | $63.7 萬 | 0.1% | +15,661 | 新進 | – |
| TSLATesla, Inc. | Stock | 2,356 | $61.7 萬 | 0.1% | +2,356 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 1,392 | $61.3 萬 | 0.1% | +163+13.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,846 | $58.2 萬 | 0.1% | +1,670+27.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R100 | MULTI ASSET DI | 39,960 | $58.2 萬 | 0.1% | +39,960 | 新進 | – |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。