Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 93
- 較 2024 年第 3 季 0
- 總值
- $2.05 億
- 較 2024 年第 3 季 +$1,599 萬 (+8.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 454,000 | $2,307 萬 | 11.3% | +454,000 | 新進 | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 368,009 | $1,927 萬 | 9.4% | +368,009 | 新進 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 339,186 | $1,912 萬 | 9.3% | +135,226+66.3% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 734,661 | $1,781 萬 | 8.7% | +347,438+89.7% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 117,026 | $1,070 萬 | 5.2% | −154,262−56.9% | 減碼 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 432,623 | $930.8 萬 | 4.5% | +5,915+1.4% | 加碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 67,722 | $748.9 萬 | 3.7% | +32,275+91.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 266,676 | $728.6 萬 | 3.6% | −47,013−15.0% | 減碼依 3 比 1 拆股換算 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 73,280 | $705.0 萬 | 3.4% | +10,569+16.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,400 | $433.7 萬 | 2.1% | +284+4.0% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 97,815 | $396.0 萬 | 1.9% | +97,815 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 48,523 | $367.3 萬 | 1.8% | −10,679−18.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,246 | $317.5 萬 | 1.6% | −303−2.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,191 | $316.5 萬 | 1.5% | −13−0.2% | 減碼 | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 77,068 | $310.1 萬 | 1.5% | −557−0.7% | 減碼 | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 108,275 | $297.0 萬 | 1.5% | +508+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,783 | $295.1 萬 | 1.4% | −1,945−14.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 11,298 | $249.6 萬 | 1.2% | −501−4.2% | 減碼 | – |
| STWDStarwood Property Trust, Inc. | COM | 128,813 | $244.1 萬 | 1.2% | −28,611−18.2% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 14,753 | $235.3 萬 | 1.1% | +14,753 | 新進 | – |
| JNJJohnson & Johnson | Stock | 15,331 | $221.7 萬 | 1.1% | −5,979−28.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,433 | $215.4 萬 | 1.1% | −938−17.5% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,830 | $205.5 萬 | 1.0% | −45−0.9% | 減碼 | 歷史 |
| ETF Ser Solutions26922B642 | APTUS ENHANCED | 86,450 | $196.8 萬 | 1.0% | +2,014+2.4% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 12,731 | $189.7 萬 | 0.9% | −4,323−25.3% | 減碼 | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 52,547 | $183.9 萬 | 0.9% | −16,377−23.8% | 減碼 | – |
| ETF Ser Solutions26922B535 | APTUS LARGE CAP | 53,262 | $172.0 萬 | 0.8% | −344−0.6% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 6,702 | $165.4 萬 | 0.8% | −1,455−17.8% | 減碼 | 歷史 |
| ETF Ser Solutions26922B709 | APTUS INT ENH YL | 69,248 | $139.1 萬 | 0.7% | +2,157+3.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,201 | $136.0 萬 | 0.7% | +327+5.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,867 | $132.5 萬 | 0.6% | +135+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,135 | $132.2 萬 | 0.6% | −9−0.3% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,672 | $116.9 萬 | 0.6% | −53−0.8% | 減碼 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 29,290 | $110.7 萬 | 0.5% | −1,010−3.3% | 減碼 | – |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 23,164 | $108.2 萬 | 0.5% | −290−1.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 11,401 | $103.0 萬 | 0.5% | +3,710+48.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 32,376 | $94.5 萬 | 0.5% | +155+0.5% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,041 | $92.8 萬 | 0.5% | +21+2.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,800 | $91.1 萬 | 0.4% | −5,770−76.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 7,581 | $81.6 萬 | 0.4% | +30.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,336 | $73.0 萬 | 0.4% | +6,336 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 14,345 | $69.3 萬 | 0.3% | +14,345 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 5,992 | $64.5 萬 | 0.3% | −56−0.9% | 減碼 | 歷史 |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 15,500 | $63.9 萬 | 0.3% | +427+2.8% | 加碼 | – |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 17,179 | $63.5 萬 | 0.3% | −123−0.7% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,574 | $59.9 萬 | 0.3% | +215+9.1% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,137 | $59.4 萬 | 0.3% | +227+3.8% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 3,537 | $57.9 萬 | 0.3% | +1,714+94.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,743 | $55.1 萬 | 0.3% | +1,743 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 6,835 | $49.0 萬 | 0.2% | −28,293−80.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,542 | $48.1 萬 | 0.2% | −1,567−38.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,008 | $48.1 萬 | 0.2% | +2,008 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,615 | $48.0 萬 | 0.2% | +2,615 | 新進 | 歷史 |
| CHEChemed Corp | COM | 903 | $47.8 萬 | 0.2% | +903 | 新進 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,052 | $46.4 萬 | 0.2% | +2,052 | 新進 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 4,513 | $45.3 萬 | 0.2% | −1,515−25.1% | 減碼 | – |
| ROPRoper Technologies Inc | Stock | 870 | $45.2 萬 | 0.2% | +870 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 7,748 | $44.5 萬 | 0.2% | +7,748 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,472 | $43.9 萬 | 0.2% | +70+2.9% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,374 | $43.4 萬 | 0.2% | +1,374 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,812 | $42.0 萬 | 0.2% | −435−19.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,061 | $41.3 萬 | 0.2% | +30+2.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,527 | $41.2 萬 | 0.2% | −334−3.8% | 減碼 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,748 | $40.3 萬 | 0.2% | −30−1.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 680 | $39.8 萬 | 0.2% | −547−44.6% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,288 | $37.4 萬 | 0.2% | −147−3.3% | 減碼 | – |
| DISWalt Disney Co | Stock | 3,309 | $36.9 萬 | 0.2% | −186−5.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,813 | $34.0 萬 | 0.2% | −462−14.1% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,656 | $33.8 萬 | 0.2% | −762−17.2% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 9,382 | $33.6 萬 | 0.2% | −358−3.7% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 2,400 | $29.0 萬 | 0.1% | +110+4.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 941 | $27.9 萬 | 0.1% | −56−5.6% | 減碼 | 歷史 |
| CLSCelestica Inc | Stock | 2,930 | $27.0 萬 | 0.1% | +2,930 | 新進 | 歷史 |
| RUMRUM Group Inc. | Stock | 20,373 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 571 | $26.4 萬 | 0.1% | −37−6.1% | 減碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,410 | $26.1 萬 | 0.1% | +10+0.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 572 | $25.9 萬 | 0.1% | −29−4.8% | 減碼 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 4,570 | $24.6 萬 | 0.1% | +64+1.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 10,762 | $24.5 萬 | 0.1% | −135−1.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 231 | $24.5 萬 | 0.1% | −256−52.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,115 | $24.5 萬 | 0.1% | −1,431−40.4% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 4,995 | $23.7 萬 | 0.1% | −5,945−54.3% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 1,029 | $23.5 萬 | 0.1% | −1,115−52.0% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 688 | $22.3 萬 | 0.1% | −1,029−59.9% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 969 | $21.7 萬 | 0.1% | −37−3.7% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,972 | $21.2 萬 | 0.1% | +118+6.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 863 | $20.9 萬 | 0.1% | −158−15.5% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 1,494 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 346 | $20.6 萬 | 0.1% | +346 | 新進 | 歷史 |
| iShares Tr464287713 | US TELECOM ETF | 7,560 | $20.3 萬 | 0.1% | +7,560 | 新進 | – |
| DRIDarden Restaurants Inc | COM | 1,085 | $20.3 萬 | 0.1% | +1,085 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,037 | $20.1 萬 | 0.1% | −50−1.0% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（18 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287739 | U.S. REAL ES ETF | 58,050 | $591.4 萬 | 3.1% | – |
| BLKBlackRock, Inc. | COM | 4,845 | $460.0 萬 | 2.4% | 歷史 |
| AMGNAmgen Inc | Stock | 10,591 | $341.3 萬 | 1.8% | 歷史 |
| ELVElevance Health, Inc. | Stock | 6,462 | $336.0 萬 | 1.8% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 12,931 | $307.6 萬 | 1.6% | 歷史 |
| MCDMcDonalds Corp | Stock | 6,495 | $197.8 萬 | 1.0% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 13,113 | $191.8 萬 | 1.0% | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 25,050 | $178.7 萬 | 0.9% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 17,363 | $167.0 萬 | 0.9% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,729 | $54.7 萬 | 0.3% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 623 | $38.5 萬 | 0.2% | 歷史 |
| CVSCVS Health Corp | Stock | 5,712 | $35.9 萬 | 0.2% | 歷史 |
| DHRDanaher Corp | Stock | 1,263 | $35.1 萬 | 0.2% | 歷史 |
| PEPPepsiCo Inc | Stock | 1,404 | $23.9 萬 | 0.1% | 歷史 |
| ONOn Semiconductor Corp | Stock | 3,132 | $22.7 萬 | 0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 237 | $21.0 萬 | 0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 827 | $20.4 萬 | 0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 736 | $20.4 萬 | 0.1% | 歷史 |