Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/8 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 93
- 較 2024 年第 2 季 +53
- 總值
- $1.89 億
- 較 2024 年第 2 季 +$6,376 萬 (+51.0%)
| 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 | 271,288 | $2,491 萬 | 13.2% | +262+0.1% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 203,960 | $1,120 萬 | 5.9% | −8,101−3.8% | 減碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 387,223 | $954.1 萬 | 5.1% | −13,379−3.3% | 減碼 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 426,708 | $941.3 萬 | 5.0% | −14,116−3.2% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 104,563 | $883.9 萬 | 4.7% | +104,563 | 新進 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 62,711 | $639.8 萬 | 3.4% | +62,711 | 新進 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 58,050 | $591.4 萬 | 3.1% | +58,050 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 59,202 | $478.2 萬 | 2.5% | −40,549−40.7% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 4,845 | $460.0 萬 | 2.4% | −3,859−44.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,570 | $442.6 萬 | 2.3% | −4,260−36.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,116 | $408.3 萬 | 2.2% | −4,882−40.7% | 減碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 35,447 | $368.3 萬 | 2.0% | +35,447 | 新進 | – |
| JNJJohnson & Johnson | Stock | 21,310 | $345.4 萬 | 1.8% | +21,310 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 10,591 | $341.3 萬 | 1.8% | +10,591 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 6,462 | $336.0 萬 | 1.8% | +6,462 | 新進 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 157,424 | $320.8 萬 | 1.7% | −141,819−47.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 13,728 | $319.9 萬 | 1.7% | +13,728 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,371 | $314.0 萬 | 1.7% | +5,371 | 新進 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 77,625 | $308.5 萬 | 1.6% | +77,625 | 新進 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 12,931 | $307.6 萬 | 1.6% | +12,931 | 新進 | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 107,767 | $305.0 萬 | 1.6% | +107,767 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,204 | $302.8 萬 | 1.6% | +6,204 | 新進 | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 68,924 | $297.8 萬 | 1.6% | −68,005−49.7% | 減碼 | – |
| NEENextera Energy Inc | Stock | 35,128 | $296.9 萬 | 1.6% | −17,744−33.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,549 | $285.7 萬 | 1.5% | −6,634−32.9% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 17,054 | $274.0 萬 | 1.5% | −6,709−28.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 11,799 | $260.6 萬 | 1.4% | +11,799 | 新進 | – |
| LOWLowes Companies Inc | Stock | 8,157 | $220.9 萬 | 1.2% | +8,157 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,875 | $206.3 萬 | 1.1% | −6−0.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,495 | $197.8 萬 | 1.0% | +6,495 | 新進 | 歷史 |
| ETF Ser Solutions26922B642 | APTUS ENHANCED | 84,436 | $196.0 萬 | 1.0% | +84,436 | 新進 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 13,113 | $191.8 萬 | 1.0% | +13,113 | 新進 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 25,050 | $178.7 萬 | 0.9% | −16,194−39.3% | 減碼 | 歷史 |
| ETF Ser Solutions26922B535 | APTUS LARGE CAP | 53,606 | $169.8 萬 | 0.9% | +53,606 | 新進 | – |
| WECWec Energy Group, Inc. | Stock | 17,363 | $167.0 萬 | 0.9% | −15,833−47.7% | 減碼 | 歷史 |
| ETF Ser Solutions26922B709 | APTUS INT ENH YL | 67,091 | $146.2 萬 | 0.8% | +67,091 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 3,144 | $135.3 萬 | 0.7% | +3,144 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,725 | $120.5 萬 | 0.6% | +2,163+47.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 9,732 | $118.2 萬 | 0.6% | +4,065+71.7% | 加碼 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 30,300 | $111.6 萬 | 0.6% | +30,300 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 5,874 | $109.5 萬 | 0.6% | +5,874 | 新進 | 歷史 |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 23,454 | $108.4 萬 | 0.6% | +23,454 | 新進 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 32,221 | $102.4 萬 | 0.5% | +32,221 | 新進 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 7,578 | $78.2 萬 | 0.4% | +30.0% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,020 | $72.3 萬 | 0.4% | +31+3.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,048 | $70.9 萬 | 0.4% | −103−1.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,227 | $70.2 萬 | 0.4% | +1,227 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,109 | $68.1 萬 | 0.4% | +4,109 | 新進 | 歷史 |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 15,073 | $65.0 萬 | 0.3% | +15,073 | 新進 | – |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 17,302 | $64.8 萬 | 0.3% | +17,302 | 新進 | – |
| WMTWalmart Inc. | Stock | 7,691 | $62.1 萬 | 0.3% | +7,691 | 新進 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 6,028 | $60.7 萬 | 0.3% | +3,845+176.1% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,729 | $54.7 萬 | 0.3% | +154+6.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,275 | $53.7 萬 | 0.3% | +3,275 | 新進 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 5,910 | $53.4 萬 | 0.3% | +5,910 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,359 | $53.3 萬 | 0.3% | +2,359 | 新進 | – |
| RMDResmed Inc | COM | 2,144 | $52.3 萬 | 0.3% | +2,144 | 新進 | 歷史 |
| GLWCorning Inc | COM | 10,940 | $49.4 萬 | 0.3% | +10,940 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,402 | $47.4 萬 | 0.3% | −12−0.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,861 | $44.8 萬 | 0.2% | 00.0% | 不變 | – |
| NOWServiceNow, Inc. | Stock | 487 | $43.6 萬 | 0.2% | +487 | 新進 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,435 | $43.5 萬 | 0.2% | +4,435 | 新進 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,418 | $43.3 萬 | 0.2% | +4,418 | 新進 | – |
| RTXRTX Corp | Stock | 3,546 | $43.0 萬 | 0.2% | +3,546 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,031 | $41.8 萬 | 0.2% | +1,031 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,247 | $38.8 萬 | 0.2% | +577+34.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 623 | $38.5 萬 | 0.2% | +623 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 5,712 | $35.9 萬 | 0.2% | +5,712 | 新進 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 9,740 | $35.4 萬 | 0.2% | +365+3.9% | 加碼 | – |
| DHRDanaher Corp | Stock | 1,263 | $35.1 萬 | 0.2% | +1,263 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 3,495 | $33.6 萬 | 0.2% | +3,495 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,778 | $31.5 萬 | 0.2% | −356−16.7% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,823 | $31.4 萬 | 0.2% | +1,823 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 1,494 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 601 | $27.7 萬 | 0.1% | +601 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 608 | $27.3 萬 | 0.1% | +608 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 997 | $27.0 萬 | 0.1% | +997 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,290 | $26.9 萬 | 0.1% | +2,290 | 新進 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $26.6 萬 | 0.1% | +29,464 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,006 | $26.2 萬 | 0.1% | +1,006 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 4,506 | $26.0 萬 | 0.1% | +4,506 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,021 | $24.8 萬 | 0.1% | +1,021 | 新進 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,400 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 10,897 | $24.0 萬 | 0.1% | −827−7.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,404 | $23.9 萬 | 0.1% | +1,404 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,087 | $22.8 萬 | 0.1% | +16+0.3% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 3,132 | $22.7 萬 | 0.1% | +3,132 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 1,717 | $22.4 萬 | 0.1% | +1,717 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,854 | $21.4 萬 | 0.1% | +1,854 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 237 | $21.0 萬 | 0.1% | +237 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 827 | $20.4 萬 | 0.1% | +827 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 736 | $20.4 萬 | 0.1% | +736 | 新進 | 歷史 |
| RUMRUM Group Inc. | Stock | 20,373 | $10.9 萬 | 0.1% | +100+0.5% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（7 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CBChubb Ltd | Stock | 11,037 | $281.5 萬 | 2.3% | 歷史 |
| CMECME Group Inc. | COM | 12,896 | $253.5 萬 | 2.0% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,277 | $47.8 萬 | 0.4% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,705 | $45.2 萬 | 0.4% | – |
| SMCISuper Micro Computer, Inc. | COM | 397 | $32.5 萬 | 0.3% | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 3,897 | $20.6 萬 | 0.2% | – |
| MPCMarathon Petroleum Corp | Stock | 1,172 | $20.3 萬 | 0.2% | 歷史 |