Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 65
- 較 2023 年第 4 季 +12
- 總值
- $2.25 億
- 較 2023 年第 4 季 +$2,218 萬 (+10.9%)
| 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 | 353,023 | $3,241 萬 | 14.4% | −342,392−49.2% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 166,999 | $1,347 萬 | 6.0% | +3,456+2.1% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 218,183 | $1,183 萬 | 5.3% | −3,252−1.5% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 119,853 | $1,135 萬 | 5.0% | −4,603−3.7% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 8,976 | $748.3 萬 | 3.3% | −133−1.5% | 減碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 99,833 | $722.1 萬 | 3.2% | −3,803−3.7% | 減碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 267,470 | $654.8 萬 | 2.9% | +267,470 | 新進 | – |
| NNNNNN REIT, Inc. | REIT | 149,099 | $637.2 萬 | 2.8% | −797−0.5% | 減碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 309,324 | $628.9 萬 | 2.8% | −1,862−0.6% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 66,006 | $623.2 萬 | 2.8% | +66,006 | 新進 | – |
| ELVElevance Health, Inc. | Stock | 11,864 | $615.2 萬 | 2.7% | +5,899+98.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 33,918 | $593.6 萬 | 2.6% | +33,918 | 新進 | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 141,227 | $588.9 萬 | 2.6% | −1,788−1.3% | 減碼 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 266,101 | $585.7 萬 | 2.6% | +266,101 | 新進 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 27,321 | $582.2 萬 | 2.6% | +1,882+7.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 36,527 | $577.8 萬 | 2.6% | −156−0.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,902 | $570.2 萬 | 2.5% | +2,188+25.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 28,856 | $561.3 萬 | 2.5% | +28,856 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 18,925 | $538.1 萬 | 2.4% | +18,925 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 20,808 | $416.8 萬 | 1.9% | −319−1.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,960 | $407.6 萬 | 1.8% | +656+7.9% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 61,123 | $401.3 萬 | 1.8% | +5,691+10.3% | 加碼 | – |
| NEENextera Energy Inc | Stock | 54,366 | $347.5 萬 | 1.5% | +290+0.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,115 | $334.1 萬 | 1.5% | +13,115 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 24,033 | $330.3 萬 | 1.5% | −462−1.9% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 12,741 | $318.2 萬 | 1.4% | +64+0.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,847 | $305.8 萬 | 1.4% | +323+3.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 11,296 | $292.7 萬 | 1.3% | +11,296 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,830 | $288.4 萬 | 1.3% | +5,428+1,350.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,482 | $287.8 萬 | 1.3% | −2,046−24.0% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 25,174 | $286.1 萬 | 1.3% | +25,174 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 13,180 | $283.8 萬 | 1.3% | +184+1.4% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 33,972 | $279.0 萬 | 1.2% | +380+1.1% | 加碼 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 42,232 | $272.0 萬 | 1.2% | +195+0.5% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,986 | $198.3 萬 | 0.9% | −158−3.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,354 | $194.7 萬 | 0.9% | +215+1.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,540 | $76.9 萬 | 0.3% | +3+0.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 7,408 | $73.2 萬 | 0.3% | +3,333+81.8% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,962 | $69.3 萬 | 0.3% | +213+3.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 989 | $60.1 萬 | 0.3% | −34−3.3% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,262 | $55.9 萬 | 0.2% | +13,262 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 3,013 | $54.4 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,413 | $54.0 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 576 | $52.0 萬 | 0.2% | +58+11.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,125 | $47.3 萬 | 0.2% | +143+14.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,382 | $43.4 萬 | 0.2% | +102+4.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,126 | $42.9 萬 | 0.2% | +901+14.5% | 加碼依 3 比 1 拆股換算 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,016 | $39.0 萬 | 0.2% | +208+25.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,636 | $38.3 萬 | 0.2% | +412+5.0% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,544 | $37.6 萬 | 0.2% | +2,544 | 新進 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 4,277 | $34.9 萬 | 0.2% | +4,277 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,726 | $31.5 萬 | 0.1% | +7+0.4% | 加碼 | – |
| SMCISuper Micro Computer, Inc. | COM | 308 | $31.1 萬 | 0.1% | +308 | 新進 | 歷史 |
| SOSouthern Co | Stock | 3,801 | $27.3 萬 | 0.1% | +60+1.6% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,944 | $27.0 萬 | 0.1% | +369+23.4% | 加碼 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 1,554 | $25.6 萬 | 0.1% | +60+4.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 165 | $21.9 萬 | 0.1% | +165 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,053 | $21.2 萬 | 0.1% | +1,053 | 新進 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,400 | $21.0 萬 | 0.1% | +2,400 | 新進 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 3,865 | $20.8 萬 | 0.1% | +3,865 | 新進 | – |
| DRIDarden Restaurants Inc | COM | 1,240 | $20.7 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 11,610 | $20.4 萬 | 0.1% | −6−0.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 817 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 20,273 | $16.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（5 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PSAPublic Storage | COM | 8,596 | $262.2 萬 | 1.3% | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,196 | $70.7 萬 | 0.3% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,473 | $63.6 萬 | 0.3% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,187 | $56.6 萬 | 0.3% | – |
| CCICrown Castle Inc. | REIT | 1,786 | $20.6 萬 | 0.1% | 歷史 |