Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/8 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 53
- 較 2023 年第 3 季 +11
- 總值
- $2.03 億
- 較 2023 年第 3 季 +$189.3 萬 (+0.9%)
| 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 | 695,415 | $6,355 萬 | 31.4% | −405,561−36.8% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 163,543 | $1,245 萬 | 6.1% | +60,153+58.2% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 124,456 | $1,200 萬 | 5.9% | −17,529−12.3% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 221,435 | $1,106 萬 | 5.5% | −736−0.3% | 減碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 103,636 | $772.9 萬 | 3.8% | −15,126−12.7% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 9,109 | $739.5 萬 | 3.6% | −12−0.1% | 減碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 311,186 | $654.1 萬 | 3.2% | +17,133+5.8% | 加碼 | 歷史 |
| NNNNNN REIT, Inc. | REIT | 149,896 | $646.1 萬 | 3.2% | +38,297+34.3% | 加碼 | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 143,015 | $616.0 萬 | 3.0% | +17,696+14.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 36,683 | $575.0 萬 | 2.8% | +1,502+4.3% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 25,439 | $535.8 萬 | 2.6% | −762−2.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,714 | $414.2 萬 | 2.0% | −137−1.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,304 | $376.4 萬 | 1.9% | −217−2.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,127 | $359.4 萬 | 1.8% | −176−0.8% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 55,432 | $351.1 萬 | 1.7% | +45,200+441.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,528 | $349.2 萬 | 1.7% | −109−1.3% | 減碼 | – |
| NEENextera Energy Inc | Stock | 54,076 | $328.5 萬 | 1.6% | +47,977+786.6% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 24,495 | $314.6 萬 | 1.6% | +24,495 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,524 | $312.0 萬 | 1.5% | +10,524 | 新進 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 42,037 | $296.5 萬 | 1.5% | −251−0.6% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 12,677 | $295.3 萬 | 1.5% | +12,677 | 新進 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 33,592 | $282.7 萬 | 1.4% | +33,592 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,965 | $281.3 萬 | 1.4% | +5,965 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 12,996 | $273.7 萬 | 1.4% | +12,996 | 新進 | 歷史 |
| PSAPublic Storage | COM | 8,596 | $262.2 萬 | 1.3% | −228−2.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,139 | $214.5 萬 | 1.1% | −51−0.5% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,144 | $193.9 萬 | 1.0% | −64−1.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,537 | $71.6 萬 | 0.4% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,196 | $70.7 萬 | 0.3% | −532−7.9% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,473 | $63.6 萬 | 0.3% | −438−4.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,749 | $57.5 萬 | 0.3% | −61−1.0% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,187 | $56.6 萬 | 0.3% | −332−5.1% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,023 | $49.8 萬 | 0.2% | −6−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,004 | $45.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 4,415 | $39.9 萬 | 0.2% | +14+0.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 982 | $36.9 萬 | 0.2% | −34−3.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,280 | $35.3 萬 | 0.2% | +18+0.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,224 | $34.9 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 4,075 | $34.8 萬 | 0.2% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 2,075 | $32.7 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,719 | $29.3 萬 | 0.1% | +1,719 | 新進 | – |
| HDHome Depot, Inc. | Stock | 808 | $28.0 萬 | 0.1% | −25−3.0% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,741 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 518 | $25.7 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 1,494 | $22.7 萬 | 0.1% | +1,494 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 402 | $21.2 萬 | 0.1% | +5+1.3% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 1,786 | $20.6 萬 | 0.1% | +1,786 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,244 | $20.4 萬 | 0.1% | +1,244 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,575 | $20.4 萬 | 0.1% | +1,575 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 817 | $20.1 萬 | 0.1% | +817 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 11,616 | $19.5 萬 | 0.1% | +253+2.2% | 加碼 | 歷史 |
| RUMRUM Group Inc. | Stock | 20,273 | $9.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 3 季之後清倉（1 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Direxion Shs ETF Tr25490K323 | SP BIOTCH BL NEW | 10,600 | $4.04 萬 | <0.1% | – |