Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/8 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 40
- 較 2024 年第 1 季 −25
- 總值
- $1.25 億
- 較 2024 年第 1 季 −$9,995 萬 (−44.4%)
| 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 | 271,026 | $2,487 萬 | 19.9% | −81,997−23.2% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 212,061 | $1,177 萬 | 9.4% | −6,122−2.8% | 減碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 400,602 | $936.6 萬 | 7.5% | +133,132+49.8% | 加碼 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 440,824 | $917.1 萬 | 7.3% | +174,723+65.7% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 8,704 | $685.3 萬 | 5.5% | −272−3.0% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 99,751 | $679.7 萬 | 5.4% | +38,628+63.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,998 | $652.9 萬 | 5.2% | +1,096+10.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,830 | $602.5 萬 | 4.8% | +6,000+102.9% | 加碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 299,243 | $566.8 萬 | 4.5% | −10,081−3.3% | 減碼 | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 136,929 | $559.1 萬 | 4.5% | −4,298−3.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 20,183 | $408.2 萬 | 3.3% | −625−3.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 52,872 | $374.4 萬 | 3.0% | −1,494−2.7% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 23,763 | $325.3 萬 | 2.6% | −270−1.1% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 11,037 | $281.5 萬 | 2.3% | −259−2.3% | 減碼 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 41,244 | $268.6 萬 | 2.2% | −988−2.3% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 33,196 | $260.5 萬 | 2.1% | −776−2.3% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 12,896 | $253.5 萬 | 2.0% | −284−2.2% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,881 | $190.9 萬 | 1.5% | −105−2.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,562 | $74.9 萬 | 0.6% | +22+0.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 7,575 | $74.1 萬 | 0.6% | +167+2.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,151 | $70.8 萬 | 0.6% | +189+3.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,667 | $70.0 萬 | 0.6% | −93−1.6% | 減碼依 10 比 1 拆股換算 | 歷史 |
| NFLXNetflix Inc | Stock | 989 | $66.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,277 | $47.8 萬 | 0.4% | +733+28.8% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,575 | $47.0 萬 | 0.4% | +2,575 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,705 | $45.2 萬 | 0.4% | +3,705 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 2,414 | $41.4 萬 | 0.3% | +32+1.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,861 | $39.4 萬 | 0.3% | +225+2.6% | 加碼 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,134 | $34.0 萬 | 0.3% | +190+9.8% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 397 | $32.5 萬 | 0.3% | +89+28.9% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 9,375 | $31.3 萬 | 0.3% | +9,375 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 167 | $26.8 萬 | 0.2% | +2+1.2% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,400 | $24.0 萬 | 0.2% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 11,724 | $22.4 萬 | 0.2% | +114+1.0% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,183 | $22.0 萬 | 0.2% | +2,183 | 新進 | – |
| DHIHorton D R Inc | COM | 1,494 | $21.1 萬 | 0.2% | −60−3.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,071 | $20.9 萬 | 0.2% | +5,071 | 新進 | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 3,897 | $20.6 萬 | 0.2% | +32+0.8% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 1,172 | $20.3 萬 | 0.2% | +119+11.3% | 加碼 | 歷史 |
| RUMRUM Group Inc. | Stock | 20,273 | $11.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（30 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 166,999 | $1,347 萬 | 6.0% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 119,853 | $1,135 萬 | 5.0% | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 99,833 | $722.1 萬 | 3.2% | – |
| NNNNNN REIT, Inc. | REIT | 149,099 | $637.2 萬 | 2.8% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 66,006 | $623.2 萬 | 2.8% | – |
| ELVElevance Health, Inc. | Stock | 11,864 | $615.2 萬 | 2.7% | 歷史 |
| PEPPepsiCo Inc | Stock | 33,918 | $593.6 萬 | 2.6% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 27,321 | $582.2 萬 | 2.6% | 歷史 |
| JNJJohnson & Johnson | Stock | 36,527 | $577.8 萬 | 2.6% | 歷史 |
| HSYHershey Co | COM | 28,856 | $561.3 萬 | 2.5% | 歷史 |
| AMGNAmgen Inc | Stock | 18,925 | $538.1 萬 | 2.4% | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,960 | $407.6 萬 | 1.8% | 歷史 |
| LOWLowes Companies Inc | Stock | 13,115 | $334.1 萬 | 1.5% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 12,741 | $318.2 萬 | 1.4% | 歷史 |
| MCDMcDonalds Corp | Stock | 10,847 | $305.8 萬 | 1.4% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,482 | $287.8 萬 | 1.3% | – |
| ABTAbbott Laboratories | Stock | 25,174 | $286.1 萬 | 1.3% | 歷史 |
| AAPLApple Inc. | Stock | 11,354 | $194.7 萬 | 0.9% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,262 | $55.9 萬 | 0.2% | – |
| AMZNAmazon Com Inc | Stock | 3,013 | $54.4 萬 | 0.2% | 歷史 |
| DISWalt Disney Co | Stock | 4,413 | $54.0 萬 | 0.2% | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,125 | $47.3 萬 | 0.2% | 歷史 |
| WMTWalmart Inc. | Stock | 7,126 | $42.9 萬 | 0.2% | 歷史 |
| HDHome Depot, Inc. | Stock | 1,016 | $39.0 萬 | 0.2% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 4,277 | $34.9 萬 | 0.2% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,726 | $31.5 萬 | 0.1% | – |
| SOSouthern Co | Stock | 3,801 | $27.3 萬 | 0.1% | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $25.7 萬 | 0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,240 | $20.7 萬 | 0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 817 | $20.1 萬 | 0.1% | 歷史 |