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 |
|---|---|---|---|---|---|---|---|
| Theratechnologies Inc88338H100 | COM | 10,304 | $8,668 | <0.1% | 00.0% | 不變 | – |
| RUMRUM Group Inc. | Stock | 20,273 | $18.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 10,505 | $18.6 萬 | <0.1% | +10,505 | 新進 | – |
| EXELExelixis, Inc. | COM | 10,000 | $19.1 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| ProShares Tr74347B714 | SHORT QQQ NEW | 18,615 | $19.7 萬 | <0.1% | +18,615 | 新進 | – |
| Schwab US Tips ETF808524870 | ETF | 3,878 | $20.3 萬 | <0.1% | +3,878 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,029 | $20.5 萬 | <0.1% | +1,029 | 新進 | – |
| INTCIntel Corp | Stock | 6,258 | $20.9 萬 | <0.1% | +6,258 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,258 | $21.0 萬 | <0.1% | −76−5.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,859 | $21.2 萬 | <0.1% | +1,859 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,013 | $21.4 萬 | <0.1% | +1,013 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 750 | $21.5 萬 | <0.1% | +750 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,078 | $21.6 萬 | <0.1% | +2,078 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,181 | $23.1 萬 | 0.1% | +2,181 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 954 | $23.2 萬 | 0.1% | +954 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 705 | $24.0 萬 | 0.1% | +705 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,361 | $24.4 萬 | 0.1% | +3,361 | 新進 | – |
| CVXChevron Corp | Stock | 1,592 | $25.0 萬 | 0.1% | +1,592 | 新進 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 2,652 | $26.0 萬 | 0.1% | +2,652 | 新進 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 2,694 | $26.1 萬 | 0.1% | +2,694 | 新進 | – |
| MCDMcDonalds Corp | Stock | 901 | $26.9 萬 | 0.1% | +901 | 新進 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,864 | $27.0 萬 | 0.1% | +3,864 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 13,256 | $27.3 萬 | 0.1% | +13,256 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,725 | $28.0 萬 | 0.1% | +1,725 | 新進 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,717 | $28.2 萬 | 0.1% | +3,717 | 新進 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 11,763 | $28.7 萬 | 0.1% | +11,763 | 新進 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 11,697 | $29.5 萬 | 0.1% | +11,697 | 新進 | – |
| SOSouthern Co | Stock | 4,528 | $31.8 萬 | 0.1% | +813+21.9% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,090 | $31.9 萬 | 0.1% | +5,090 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,499 | $33.9 萬 | 0.1% | +6,499 | 新進 | – |
| iShares Tr46435U713 | US INFRASTRUC | 8,668 | $33.9 萬 | 0.1% | +8,668 | 新進 | – |
| OPKOpko Health, Inc. | COM | 158,053 | $34.3 萬 | 0.1% | +158,053 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 812 | $34.3 萬 | 0.1% | +812 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 4,400 | $35.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,183 | $36.1 萬 | 0.1% | +2,183 | 新進 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 14,707 | $36.2 萬 | 0.1% | +14,707 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,919 | $36.9 萬 | 0.1% | +649+7.8% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 7,462 | $37.7 萬 | 0.1% | +7,462 | 新進 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 5,160 | $38.5 萬 | 0.1% | +5,160 | 新進 | – |
| DISWalt Disney Co | Stock | 4,368 | $39.0 萬 | 0.1% | +578+15.3% | 加碼 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 7,615 | $42.3 萬 | 0.1% | +7,615 | 新進 | 歷史 |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 10,065 | $45.0 萬 | 0.1% | +10,065 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,743 | $45.5 萬 | 0.1% | +6,743 | 新進 | – |
| Schwab International Equity ETF808524805 | ETF | 13,664 | $48.7 萬 | 0.1% | +13,664 | 新進 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,506 | $48.8 萬 | 0.1% | +6,506 | 新進 | – |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 19,801 | $49.1 萬 | 0.1% | +19,801 | 新進 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 16,796 | $51.9 萬 | 0.1% | +16,796 | 新進 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,782 | $53.4 萬 | 0.1% | +1,782 | 新進 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 7,436 | $55.2 萬 | 0.1% | +7,436 | 新進 | – |
| iShares Tr46435U150 | IBONDS 23 TRM HG | 23,415 | $55.3 萬 | 0.1% | +23,415 | 新進 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,578 | $56.9 萬 | 0.1% | −11−0.2% | 減碼 | – |
| First Tr Exchange Traded FD33738R100 | MULTI ASSET DI | 39,960 | $58.2 萬 | 0.1% | +39,960 | 新進 | – |
| NEENextera Energy Inc | Stock | 7,846 | $58.2 萬 | 0.1% | +1,670+27.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,392 | $61.3 萬 | 0.1% | +163+13.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,356 | $61.7 萬 | 0.1% | +2,356 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,661 | $63.7 萬 | 0.1% | +15,661 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,911 | $65.2 萬 | 0.1% | +6,911 | 新進 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 7,106 | $71.6 萬 | 0.2% | +7,106 | 新進 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 1,827 | $71.8 萬 | 0.2% | +1,827 | 新進 | – |
| Collaborative Investmnt Ser19423L623 | MOHR GROWTH ETF | 38,156 | $75.5 萬 | 0.2% | +38,156 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,064 | $75.8 萬 | 0.2% | −212−4.0% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,242 | $80.1 萬 | 0.2% | +1,187+10.7% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 7,716 | $82.7 萬 | 0.2% | −279−3.5% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 39,589 | $83.8 萬 | 0.2% | +39,589 | 新進 | – |
| HDHome Depot, Inc. | Stock | 2,801 | $87.0 萬 | 0.2% | +1,919+217.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,923 | $87.4 萬 | 0.2% | +18,923 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,746 | $94.7 萬 | 0.2% | +12,746 | 新進 | – |
| First Tr Exchange-Traded FD33733E401 | NASDAQ 100 EX | 13,564 | $114.4 萬 | 0.3% | +13,564 | 新進 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 13,279 | $117.6 萬 | 0.3% | +13,279 | 新進 | – |
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 22,430 | $123.8 萬 | 0.3% | +22,430 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,276 | $126.5 萬 | 0.3% | +7,276 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,137 | $129.8 萬 | 0.3% | +9,137 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 26,644 | $133.6 萬 | 0.3% | +26,644 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 12,129 | $148.7 萬 | 0.3% | +12,129 | 新進 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 22,643 | $150.9 萬 | 0.3% | +22,643 | 新進 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 25,818 | $151.4 萬 | 0.3% | +25,818 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 31,702 | $151.8 萬 | 0.3% | +31,702 | 新進 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 33,167 | $170.9 萬 | 0.4% | +33,167 | 新進 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 6,151 | $172.4 萬 | 0.4% | +6,151 | 新進 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 37,308 | $174.0 萬 | 0.4% | +37,308 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 13,853 | $185.4 萬 | 0.4% | +13,853 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 10,487 | $187.0 萬 | 0.4% | +10,487 | 新進 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 65,687 | $193.4 萬 | 0.4% | +65,687 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,785 | $193.4 萬 | 0.4% | +8,785 | 新進 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 54,689 | $198.8 萬 | 0.5% | +54,689 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,564 | $204.9 萬 | 0.5% | +20,564 | 新進 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 20,543 | $206.7 萬 | 0.5% | +20,543 | 新進 | – |
| iShares Tips Bond ETF464287176 | ETF | 19,884 | $214.0 萬 | 0.5% | +19,884 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,785 | $220.3 萬 | 0.5% | +7,785 | 新進 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 44,108 | $222.0 萬 | 0.5% | +44,108 | 新進 | – |
| PFEPfizer Inc | Stock | 68,356 | $250.7 萬 | 0.6% | +68,356 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 11,385 | $252.8 萬 | 0.6% | +11,385 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 79,184 | $256.9 萬 | 0.6% | +79,184 | 新進 | – |
| CVSCVS Health Corp | Stock | 37,591 | $259.9 萬 | 0.6% | +37,591 | 新進 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 26,748 | $261.1 萬 | 0.6% | +26,748 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 5,439 | $261.4 萬 | 0.6% | +5,439 | 新進 | 歷史 |
| VVisa Inc. | Stock | 11,157 | $265.0 萬 | 0.6% | +11,157 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 72,295 | $268.9 萬 | 0.6% | +72,295 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,191 | $270.1 萬 | 0.6% | +7,344+24.6% | 加碼 | – |
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。